Self-Service BI & Data Visualization for Equipment Rental and Events Service Provider

The events rental equipment and service provider host their data in various sources, out of necessity. Their rental contracts, sales invoices and equipment inventory reside in Dynamics NAV; journal entry and general ledger accounting reside in QuickBooks; employee payroll is processed by ADP, and contractor payroll is processed by an external staffing company. As you can imagine, CFO and his staff would have quite a challenge to pool in the data from all the disparate sources, time and time again, and perform side-by-side analyses such as Revenue Forecast vs. Actual or Labor Budget vs. Actual. Getting and maintaining income statement and balance sheet in a desired layout was cumbersome and time-consuming, when done in Excel.

IQubz team automated data imports from all sources into a single SQL Server database. They developed Power BI dashboard reports and charts which presented revenue and cost insights by various perspectives, such as customer, event, salesperson and employee.

The team also configured data models in SQL Server for efficient output of pre-aggregated high-level summaries, quick drill-downs to details, and ad-hoc data visualization capabilities for self-service BI. As a result, salespeople, event managers and accounting staff now get a comprehensive view of their sales, labor costs, accounts receivable, past and upcoming events, equipment availability and usage, all in a single portal.

The team developed financial statements including Profit & Loss, Balance Sheet and Cash Flow statement in SQL Server Reporting Services. Users can download reports on-demand, or subscribe to receive them in their mailbox.

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