Go Back

View Project

IndoOrganics | Sales Dashboard

Internal Softwares

We developed a dynamic Power BI dashboard for Indo Organics that visualizes sales and collection metrics with real-time Busy data sync, automated alerts, and drill-throughs—empowering stakeholders to make timely, informed decisions.

Apr 20, 2025

4.5 weeks

PowerBI, Data Pipeline, Sales Insights

Problem Statement

Indo Organics operated across multiple regions with sales and collection data managed in Busy software. However, the absence of real-time visibility, trend-based alerts, and segmented reporting made it hard for leadership to react swiftly to underperforming areas or revenue dips. Fragmented data access slowed down weekly planning and limited performance accountability across zones.

Problem Statement

Indo Organics operated across multiple regions with sales and collection data managed in Busy software. However, the absence of real-time visibility, trend-based alerts, and segmented reporting made it hard for leadership to react swiftly to underperforming areas or revenue dips. Fragmented data access slowed down weekly planning and limited performance accountability across zones.

Approach

We created an end-to-end sales and collections dashboard powered by real-time Busy data. Using Power Query, DAX, and Power Automate, we integrated sales, payment, and transaction layers into two modular dashboards. Drill-throughs, scheduled reports, and anomaly alerts allowed stakeholders to monitor KPIs continuously and take proactive measures aligned with zone-wise performance.

Solution Overview

Solution Overview

We built two Power BI dashboards with automated data pulls from Busy, six drill-through layers, and snapshot-based email reporting. KPIs such as zone-wise sales, overdue collections, and weekly growth were visualized and shared via automated alerts for high-impact visibility.

Solution Overview

We built two Power BI dashboards with automated data pulls from Busy, six drill-through layers, and snapshot-based email reporting. KPIs such as zone-wise sales, overdue collections, and weekly growth were visualized and shared via automated alerts for high-impact visibility.

Busy to Power BI Automation

Busy to Power BI Automation

We established a custom pipeline to extract sales and financial data from Busy and transform it into usable Power BI formats. This allowed seamless daily updates without manual effort. With real-time sync, Indo Organics gained an always-on view of sales trends, dues, and zone performance—eliminating delays caused by outdated Excel workflows.

Busy to Power BI Automation

We established a custom pipeline to extract sales and financial data from Busy and transform it into usable Power BI formats. This allowed seamless daily updates without manual effort. With real-time sync, Indo Organics gained an always-on view of sales trends, dues, and zone performance—eliminating delays caused by outdated Excel workflows.

Smart Sales Trend Mapping

Smart Sales Trend Mapping

We implemented dynamic sales trend visualizations segmented by geography, customer type, and payment category. The map-based interface and quarterly breakdown empowered leadership to track regional performance in real time and identify underperforming zones. This visual intelligence helped the client shift from passive reporting to proactive territory management.

Smart Sales Trend Mapping

We implemented dynamic sales trend visualizations segmented by geography, customer type, and payment category. The map-based interface and quarterly breakdown empowered leadership to track regional performance in real time and identify underperforming zones. This visual intelligence helped the client shift from passive reporting to proactive territory management.

Product Decomposition Tree

Product Decomposition Tree

A multi-level Decom Tree was built to trace product contributions across KPIs like margin, sales, orders, and return amount. The view allowed granular product-level diagnostics and variant-level analysis in a single interactive flow. This simplified margin tracking and empowered supply chain and category teams to act on insights without needing data exports.

Product Decomposition Tree

A multi-level Decom Tree was built to trace product contributions across KPIs like margin, sales, orders, and return amount. The view allowed granular product-level diagnostics and variant-level analysis in a single interactive flow. This simplified margin tracking and empowered supply chain and category teams to act on insights without needing data exports.

High-Impact Product Tables

High-Impact Product Tables

The core dashboard featured a consolidated view of revenue, margin, returns, and order volume with layered filters by party, category, and time. Each tile opened into 3 drill-through views, giving users control to move from high-level KPIs to record-level insight in seconds—reducing dependency on data teams for daily analytics needs.

High-Impact Product Tables

The core dashboard featured a consolidated view of revenue, margin, returns, and order volume with layered filters by party, category, and time. Each tile opened into 3 drill-through views, giving users control to move from high-level KPIs to record-level insight in seconds—reducing dependency on data teams for daily analytics needs.

Impact

The dashboard gave Indo Organics a strategic edge by converting raw Busy data into high-precision visual tools. With product-level clarity, margin mapping, and regional sales heatmaps, it empowered faster decisions, improved team visibility, and eliminated operational blind spots across the board.

3-layer drill-down per KPI

15+ KPIs auto-refreshed daily

100% drop in Excel-based reports

3-layer drill-down per KPI

15+ KPIs auto-refreshed daily

100% drop in Excel-based reports

Throw us a challenge?

Book a call

Book a call

Or

Send inquiery

Send inquiery

Throw us a challenge?

Book a call

Book a call

Or

Send inquiery

Send inquiery

Throw us a challenge?

Book a call

Book a call

Or

Send inquiery

Send inquiery

Throw us a challenge?

Book a call

Book a call

Send inquiery

Send inquiery