Dashboards & Business Intelligence Reporting

Project Overview

A multi-location healthcare services group approached Antarita Digital Cloud with a familiar challenge: data existed everywhere — CRM, marketing automation, finance systems, call center software — but decision-makers lacked a unified, real-time view of performance.

Leadership relied on static Excel reports. Marketing tracked campaign metrics separately. Sales worked inside CRM dashboards that didn't connect to revenue or retention data.

The result? Slow decisions, inconsistent KPIs, and limited visibility into growth performance.

Our goal was to design and implement a custom Business Intelligence (BI) reporting framework that connected marketing, sales, operations, and finance into one clear performance ecosystem.

Phase 1: KPI Alignment & Data Architecture

Before building dashboards, we aligned on business objectives and measurable KPIs:

• Customer acquisition cost (CAC) • Lead-to-conversion rate • Appointment booking rate • Revenue per location • Customer lifetime value (LTV) • Retention and churn metrics • Campaign ROI

We mapped all data sources and built a structured data model integrating:

• CRM data (Salesforce) • Marketing automation metrics • Paid media performance • Revenue and billing data • Customer support interactions

This foundation ensured data consistency and reporting accuracy.

Phase 2: Custom Dashboard Development

Using Power BI, Looker Studio, and CRM analytics tools, we developed role-based dashboards tailored to specific stakeholders:

Executive Dashboard: Real-time revenue tracking, LTV-to-CAC ratio, growth trend analysis, location performance comparison.

Marketing Performance Dashboard: Channel-wise ROI, campaign attribution insights, funnel drop-off analysis, lead quality scoring.

Sales & Operations Dashboard: Conversion rate by team, sales pipeline visibility, appointment-to-revenue tracking, retention and repeat engagement metrics.

Each dashboard was designed with clear visual hierarchy, interactive filters, and automated daily data refresh.

Phase 3: Automation & Real-Time Visibility

We eliminated manual reporting processes by:

• Automating data pipelines • Standardizing KPI definitions • Creating centralized data governance documentation • Setting up alerts for performance anomalies

This enabled real-time monitoring instead of monthly reporting cycles.

Measurable Results (Within 3 Months)

• 70% reduction in manual reporting time • 25% faster executive decision cycles • 18% improvement in marketing budget allocation efficiency • Clear visibility into high-performing locations and underperforming campaigns • Improved cross-team alignment around shared KPIs

Strategic Impact

The organization shifted from reactive reporting to proactive performance management. Leaders could instantly see which campaigns drove profitable growth, which locations required support, and where customer retention needed improvement.

Data became a decision engine — not just a reporting tool.

Why Antarita Digital Cloud

At Antarita Digital Cloud, we design custom dashboards and Business Intelligence reporting solutions that transform fragmented data into actionable insights. Using Power BI, Looker Studio, Tableau, and CRM analytics platforms, we build scalable, real-time reporting frameworks tailored to your business goals.

If your teams are drowning in spreadsheets and disconnected reports, we help you create clarity, visibility, and confident data-driven growth.