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Project Overview
4 Weeks | $750USDProject Overview
Faced with inefficient staffing processes and missed growth opportunities, CB Direct took initiative to modernize its operations. By adopting real-time dashboards in Looker Studio and Tableau, CB Direct empowered its teams to make smarter, faster staffing decisions.
Within just three months, this proactive shift led to a 24% increase in revenue and major time savings.
Challenges
Challenges
CB Direct identified several key roadblocks standing in the way of their growth:
CB Direct identified several key roadblocks standing in the way of their growth:
🗺️ No Visual Tech Coverage Insights
🗺️ No Visual Tech Coverage Insights
Teams lacked tools to spot staffing gaps and overages on a map.
The absence of visual insights led to reactive staffing decisions.
⏳ Time-Consuming Manual Analysis
⏳ Time-Consuming Manual Analysis
Sales and operations teams spent 8+ hours daily reviewing spreadsheets and calculating service gaps.
The manual process delayed staffing decisions and responses to new service requests.
📉 Missed Revenue Opportunities
📉 Missed Revenue Opportunities
Without real-time data, CB Direct missed deals in underserved regions.
The inability to identify high-demand areas led to lost revenue potential.
The Solution: CB Direct's Proactive Move to Automation
The Solution: CB Direct's Proactive Move to Automation
To take control of their operations, CB Direct implemented a series of data-driven tools.
To take control of their operations, CB Direct implemented a series of data-driven tools.
Building an Interactive Looker Studio Report - Delivered real-time mapping of tech distribution and service gaps.
Launching a Tableau Dashboard with Advanced Filters - Integrated zip code filtering, density maps, and demographic overlays for better staffing decisions.
Empowering Both Sales & Leadership Teams - Sales teams used Tableau for localized insights, while leadership made high-level decisions using Looker Studio.
Automating Distance Calculations - Fully automated distance calculations replaced manual measurements and saved significant time.
The Results: Increased Revenue
The Results: Increased Revenue
📈 24% Increase in Revenue - Staffing optimization directly increased deal closures within 3 months.
⏳ 8+ Hours Saved Daily - Automation saved the team 40+ hours per week.
🏙️ 4 New High-Demand Markets Entered - Targeted hiring allowed expansion into 4 underserved regions.
💡 15% Reduction in Overstaffing Costs - Data-driven staffing cut costs by 15% in low-demand areas.
How Businesses Made Their Data #ZombieProof
How Businesses Made Their Data #ZombieProof
💡 They went from reporting nightmares to automated insights. See how they did it—download the case study collection now!
📱Mobile Friendly PDF For Download ☝🏼
Key Takeaways: Becoming a Data-Driven Leader
Key Takeaways: Becoming a Data-Driven Leader
CB Direct took control of their operations by replacing manual processes with automation.
By equipping their teams with real-time insights, they grew revenue and reduced inefficiencies.
Their success proves how proactive decision-making can drive measurable growth.
FAQ's
FAQ's
Can this type of system apply to my service business?
Yes! Any business managing field teams can benefit from data-driven staffing insights.
How long does it take to build a dashboard like this?
Most dashboards can be set up in 3 to 5 weeks, depending on the data.
Do I need technical expertise to use Looker Studio or Tableau?
No! The dashboards are designed to be intuitive and easy to use.
Will this help reduce operational costs?
Yes, CB Direct saved 8+ hours daily and reduced overstaffing by 15%.
Is this scalable as my business grows?
Absolutely. This system can easily scale to support larger teams and wider service areas.
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