From manual spreadsheets to a live analytics dashboard

The situation

The business ran on data from three different places. Sales figures came from a database. Regional targets lived in Excel. Agent performance sat in CSV exports from a third-party system. Every morning, someone opened all three, copied the relevant rows into a master spreadsheet, and ran a series of macros to standardise dates and formats before anyone could read a number.

It took time. It was error-prone. And it only happened once a day.

If a sale came in after the morning run, the dashboard was already out of date. If someone exported a CSV in a different format, the macros failed. If the one person who knew how to fix it was off, the business ran blind.

What we built

We replaced the entire manual process with a dashboard that pulls from every source automatically. The database, the spreadsheets, and the CSV exports all feed into a single consolidated view that updates throughout the day without anyone touching it.

Each data source shows when it last refreshed and how many records came through. If a source goes quiet or a file comes in with unexpected data, the dashboard flags it rather than silently showing old numbers.

Why it matters

The team went from making decisions on yesterday's data to making decisions on data that was current an hour ago. The person who used to maintain the process now spends that time on work that actually needs them.

There is no single point of failure. Any member of the team can open the dashboard and trust what they see. If something stops working, they know immediately rather than finding out the next morning when someone asks why the numbers look wrong.