How a centralised daily management board unified 70+ KPIs across Sales, Operations and Finance, integrated five source systems, and gave Regional Sales Managers real-time visibility from order creation to customer support.
For a large European aftermarket operation, daily performance reporting depended on manually combining data from Salesforce, SAP, Abound, Qualtrics, and SharePoint into Excel-based reports. The process was time-consuming, prone to delays, and provided only a retrospective view of the business, limiting the ability of regional leaders to respond to issues as they emerged.
Infocepts partnered with the organization to build a centralized Aftermarket Daily Management Board that unifies sales, operations, finance, service, and customer experience metrics into a single trusted view. By implementing an automated data foundation and interactive dashboards, the solution gives regional managers real-time visibility into performance and enables faster, more informed decision-making.
The result is a scalable, data-driven management platform that brings together more than 70 KPIs in one place, helping teams monitor performance, identify opportunities, and act with confidence across the aftermarket analytics lifecycle.
The organization’s daily reporting relied on manually consolidating data from multiple systems into Excel spreadsheets, resulting in delayed insights and fragmented visibility across sales, operations, finance, and customer service. Without a single trusted view of performance, regional managers struggled to identify issues early and make timely, data-driven decisions.
Infocepts addressed this challenge by implementing a centralized, automated daily management board that unifies data from multiple enterprise systems into a single source of truth, providing real-time visibility into operational performance and enabling faster, more confident decision-making.
The transformation delivered tangible, measurable results:
70+
Real-Time
5 Sources
Scalable
