Our Specialties

PROJECT HIGHLIGHT

Our Excel and Google Sheets consultant recently built a lead distribution tool for a Texas-based real estate team. This tool automated away a tedious manual process by automatically distributing incoming leads to the agents with the highest conversion rates while also taking into consideration the size of their current pipeline. This alleviated the leadership team from having to manually distribute the leads on a daily basis.

CAPABILITIES WITHIN EXCEL/GOOGLE SHEETS INCLUDE

Data visualization and dashboarding, pivot tables, dynamic queries, index match, lookup functions, analysis and regressions, app scripts, and more

PROJECT HIGHLIGHT

Our Power BI and Looker Studio expert recently constructed a dashboard for a home mortgage company. The accompanying dashboard pages provided a full view of transactions moving through the sales funnel along with supporting revenue and profit metrics. Building this dashboard involved consolidating data from five separate Google Sheets and reconciling the transactions into structured cohorts. The final product included pacing metrics, as well as yearly and rolling 30 day comparison charts.

Our Salesforce consultant can help you to create dashboards, reports with custom formulas, and list views to give you valuable insights into what is working for your business

DEVELOPER HIGHLIGHT

Our SQL developer brings experience from working at General Motors, where they worked in the Manufacturing Business Intelligence and Data Analytics department. This involved designing tables and views, authoring stored procedures, establishing successful database jobs, and visualizing data via Tableau dashboards.