Client Success
Greensboro Day School
Greensboro Day School is a private school that enrolls ~780 students from Pre-Kindergarten through grade 12. They retained us to automate their reports to track insights such as inquiries, visits, applications, etc.
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Client Success
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3,300+
Students Analyzed
$76,365/mo
Increase In Revenue
30 Hours
Saved Per Month
About
The Client
Greensboro Day School is a private, non-sectarian school located in Greensboro, North Carolina. It enrolls ~780 students from Pre-Kindergarten through grade 12. They were looking for the following insights:
- Daily Inquiry Tracking
- Daily Application Tracking
- Daily Contract Tracking
- Daily Campus Visits Tracking
- Recreate The Sales Funnel To Show The Breakdown Of Every Visit Vs. Inquiries Vs. Applications Vs. Contracts
- Compare Everything YoY, Updated 3x Daily
Key Strategies
implemented
1
The main strategy here was to take their existing reports and recreate them in PowerBI.
2
From here we needed to recreate the source file that could be used to update the visualizations in PowerBI
3
Using advanced DAX functionality in PowerBI, we could help the client achieve the requirement of having their analysis update to show YTD analysis by year, updated daily.
4
The next step was to brand PowerBI to the clients specifications with the proper colors and logo.
5
Lastly, we setup a view only, shareable link so the client could easily share with colleagues