Turning a surprise client call into a sales opportunity shouldn't take 20 minutes.
Digging through spreadsheets while the client waits is a nightmare.
This case study shows how we moved from crashing Excel files to a dynamic dashboard that answers in 2 seconds.
We turned "dead data" into a tool that fixes problems instantly and uncovers hidden revenue.
The Challenge: The 50MB Crash
I was working at a big corporation where we had an immense amount of data. It was very useful data, but it had one problem: we were using Excel to download it. As the files were so big, they were not friendly at all. It made it a challenge to find all the value hidden inside. I tried filtering in Excel, but after three clicks, it crashed. Definitely not friendly.
Python to the Rescue
This is a perfect case where Python can make something almost unworkable shine.
Rather than asking for each field in Excel, I downloaded the full file and used Python instead. I started by taking a look at all the column names, viewing the first ten rows to understand the structure, and finally selecting only the columns I needed.
I automated the data cleaning and calculated a few KPIs. This was just 70% of the job. The rest was to download all this simplified data, have it in Power BI, and create a dashboard for the Sales team.
The "2-Second" Solution
The goal was to have critical information in two seconds. Imagine this: A client calls you while you do the "two-minute chit-chat." You pull up the client name in the dashboard, and you are immediately one step ahead.
What the Dashboard Reveals
- 👤 Contact Name: Instantly greet them personally (people love when you remember their name).
- 🏆 Top 5 Products: See immediately what drives their revenue.
- 📉 Underperforming Products: Spot the "dead weight" instantly.
- 📊 Sales Trend: Compare their performance against the category average.
This is a smart move. You are now prepared to answer their request or address the problem they are facing. It makes you shine because the client feels you know exactly what is going on. In fact, you can show you were already working to repair the problem.
The Hidden Sales Opportunity
The dashboard even allowed the sales team to offer other services that the client would be interested in. How would you know that? Because the dashboard showed that your client's competitors (the Category Average) were having products that your client didn't have.
The "Before vs After" Impact
Did you realize what happened?
If you don't have the dashboard, the client calls. You have no idea what he is talking about because you cannot know all the potential problems of 100+ clients. You give the impression that you were clearly not aware of it.
On the other side, thanks to the dashboard, you showed that you were not only fully aware of the problem but also addressing it. What do you think the impression the client would have of you?
In other words, the client called you with a problem. He now feels better because you are aware and will call him back once his problem is fixed. And you had the opportunity to sell.
Are you taking the most of your data?
Is your Excel file too heavy, too messy? Now you are aware that you can turn this problem into an opportunity.
Book Your Free Call →Find out what can be done with your particular data.