Power BI Project – On-Hold Dashboard

System Overview: A real-time Power BI integration fetching data from Salesforce, Microsoft Forms, and Excel to synchronize case tracking.

Key Features:

Discrepancy Tracking: Automatically identifies "Cases not listed" vs. "Cases not closed," ensuring 100% data alignment.

Performance Metrics: Displays "Late Cases" and volume comparisons between Salesforce (SF) and manual sheets.

Event Insights: Visualizes on-hold case volume by specific event for better resource allocation.

Agent Overview: A detailed breakdown of individual workloads to balance team capacity.

The Bottom Line: This automation reduced reporting time from 1.5 hours to under 5 minutes, saving the team over 2.5 hours daily.