Sales Beacon | Case Study: Re-Tooling Reporting to Accelerate Executive Decisions
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Re-Tooling Reporting to Accelerate Executive Decisions

Managers were buried in manually gathering and manipulating data in Excel to produce reports needed for timely business decisions. Sales Beacon transitioned them to a web-based streamlined and simplified process that saved valuable leadership time


Business decisions were based on inaccurate, inconsistent information due to the lack of ‘a single source of truth’ for sales reporting.

  • No standard way of filtering data collected from different sources
  • Different managers in the same meeting were reporting different numbers
  • Duplication of data gathering and cleansing efforts
  • Managers buried in data details, with less time to focus on sales
  • Struggling to manage huge amounts of data in Excel


Sales Beacon’s consultant developed full data cycle reporting and dashboards.

  • Took control of the entire data cycle to generate reports and dashboards in Excel spreadsheets and online
  • Provided detailed information for sales activity for executives, controllers and sales teams
  • Adopted Agile solution, incorporating feedback at each stage

“Sales Beacon has been a critical element of our success!”

— US Regional Sales Vice-President, Fortune 500 Enterprise


Sales Beacon’s solution for streamlining reporting and visualization processes led to a reduction in reporting cycle time.

  • Freed up time and provided key reports to the leaders to make sound business decisions
  • Web-based reports allow easy collaboration and sharing of information
  • Client can identify gaps and grab sales opportunities
  • Gave leadership time back to focus on sales, not data manipulation