Every home is unique to the people living there. Bedrock Quartz helps individuals with their remodeling process so that their kitchen and baths reflect their personality.
Rob Anderson, CFO of Bedrock Quartz, was looking forward to working with a new service he had been introduced to that would allow him to create reports and dashboards from his data. Rob was interested in improving his reporting abilities given that Bedrock Quartz uses an industry-specific ERP system with limited reporting capabilities. Rob was interested in creating dashboards and distributing key metrics and KPIs to the executive team, sales team, operations team, and just about everyone else who could benefit from seeing the numbers. What he was ideally looking for was a way to disseminate information easily, and automate the dissemination of KPIs as much as possible. While he was originally enthusiastic about the new service he had signed up for, the solution required a lot of work just getting it off the ground. Luckily, someone contacted Rob about DataRails. The rest is history.
When I saw the demo, I could see that my vision of what I wanted to do could actually be done with DataRails. So I dropped the other place I had looked into and came over to DataRails.
Rob uses the Insights visualization feature frequently to create a handful of dashboards for various departments. He has created an overall sales dashboard as well as a dashboard for each sales channel. He explains- “I’ve tailored the information, it’s really the key information that they kept asking about over the last several years, for which I’d have to run a manual report every time they’d ask for it. So I’ve just set it up so they can go in and view it- see budget vs. actual sales, how many visits our sales reps are going out to, how many quotes they’re doing, and comparing it to a budget- having them say ok we planned to do X amount and this is where we are. I’ve tailored it so each channel has information specific to that channel.”
Rob has created a dashboard for the HR department as well that shows how many people they have employed and the status of their turnover ratio. They’ve also started tracking how many times a manager has a 1-1 with their direct report. It’s all in the dashboard and can be easily viewed by the relevant team. Rob shared that he can now help drive business by seeing the data he has constantly been asked for, but couldn’t give, because it was labor intensive to generate reports.
“I look at the insights in DataRails every single day. That’s how I know how we’re doing on sales, on revenue, how I can look at trends and forecast what’s going to happen in the future.”
CFO, Bedrock Quartz
“Before [DataRails] I didn’t look at the daily sales because it was cumbersome to get to and see. Our sales management team now looks at it on a daily basis. The way that we compensate some of our sales reps is off of key metrics, so what I’ve set up in DataRails’ dashboards- they all consist of KPIs that teams are going to get their compensation/bonuses off of, and those key metrics are based on things we think will increase sales. Teams can now notice whether they’re ahead, on track, or falling behind. They’re looking at it every day now to track where they are and how they’re doing.”
Prior to DataRails, once a quarter when employees were meant to get bonuses, Rob would calculate how well they did and download all the information to Excel. It’d take him about 2 days to get all the results and disseminate it to sales managers. That was the only time they really knew how they were doing on their key metrics for their bonuses. But now, for everything, they look towards DataRails to get a sense of the numbers. Rob shares that he saves roughly 3-4 full days a month of calculations.
He shares that the “best thing about it, the reason why I switched over to DataRails, is the ease of use and of putting things together. It’s so easy just to upload data into the system. Once it’s in, it really is quite simple to create my own charts and graphs. I’ve enjoyed that.”