Field Services

Field Operations Reporting Dashboard

Eliminated 12 weekly hours of manual reporting. Dashboard is live within 4 hours of any field event.

Context

A property management company's ops director spent 12 hours every week pulling data from 4 systems into a master Excel report. The report was always 48 hours behind and contained frequent formula errors.

Solution

Built a live Power BI dashboard connected directly to all 4 source systems via Azure Data Factory pipelines. Role-scoped views for field supervisors, ops directors, and executives. Automated refresh every 4 hours.

Constraints

  • Two source systems lacked stable primary keys and required synthetic identifiers.

Outcomes

−12 hrsReporting hours/week
4 hrsData latency

Timeline

Week 1

Source audit

Validated source quality, refresh windows, and KPI definitions.

Weeks 2-3

Model + pipeline

Created normalized operational model and incremental refresh jobs.

Week 4

Dashboard launch

Published role-specific dashboards and monitoring alerts.

Timeline

4 weeks

Stack

Power BIAzure Data FactoryAzure SQLPower Automate