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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 

3,300+ Students Analyzed

$76,365/mo Increase In Revenue

30 Hours Saved Per Month

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