DMC’s client, a successful full-service marketing rm, was unable to get up-to-date windows into their current nancial situation. The existing nancial reporting process looked at potential revenue from their CRM system, hourly reports from their time entry software, and billed time that was over a month old. However, because they were in disparate systems it was di cult and time consuming to combine the data for a holistic view of their current nancial performance against their yearly goals. DMC utilized Microsoft Power BI to import data from the three systems and combine them such that the client was able to see projected revenue for the year against their goal. Rather than relying on data that was a month old, Power BI gives the customer an up-to-date view of nancials with data refr

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