Salesforce to Power BI: automating sales stock reporting for a leading housebuilder
Challenge: replace a manual process of exporting multiple Salesforce reports to Excel with an automated, always-current sales stock reporting platform giving the sales team and leadership real-time portfolio visibility.
Acumine® role: Salesforce Objects integration, Microsoft Fabric data model, Power BI reporting covering stock dashboard, sales forecast tracking, forward sales and current year available stock — refreshing eight times per working day.
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