Every home is unique to the people living there. Bedrock Quartz, a Utah-based supplier and installer of high-end granite countertops, helps individuals with their remodeling process so that their kitchen and baths reflect their personality.
Bedrock Quartz is stone fabricator accredited with the Marble Institute of America, and provides fabrication and installation of slab materials for countertops, tub surrounds, stair treads, fireplace hearths, floors and other parts of the house. Its manufacturing and office facility is located in West Jordan, Utah.
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.
The problem: Pulling KPIs took too much manual effort
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, prior to using Datarails.
Anderson was interested in improving his reporting abilities given that Bedrock Quartz uses an industry-specific ERP system with limited reporting capabilities. He wanted to create dashboards and distribute key metrics and KPIs to the executive team, sales team and operations team without too much manual effort. What he was ideally looking for was a way to disseminate information easily, and automate the dissemination of KPIs as much as possible.
While Anderson was originally enthusiastic about the solution he had signed up for, he found that it required too much work to get it off the ground. Then he discovered Datarails.
“When I saw the demo, I could see that my vision of what I wanted to do could actually be done with Datarials,” he said. “So I dropped the other place I had looked into and came over to Datarails.”
“The best thing about it, the reason why I switched over to Datarails, is the ease of use and of putting things together,” says Anderson. “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.”
The solution: Give the sales team the data they need, fast
Anderson uses Datarails’ visualization capabilities to create dashboards for various departments, including an overall sales dashboard and dashboards for each sales channel.
He can now help drive business by seeing the data that other teams have constantly been asking him for but that he wasn’t able to easily provide in the past because it was so labor-intensive to generate the reports.
“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,” says Anderson. “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, ‘Okay, 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.”
Anderson has created a dashboard for the HR department as well that shows the number of employees and the turnover ratio. They’ve also started tracking how many times a manager has a one-on-one with their direct report. It’s all in the dashboard and can be easily viewed by the relevant team.
“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,” says Anderson.
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.
Rob Anderson, CFO
The impact: Tracking revenue trends and forecasting where the business is headed, all while saving time
Anderson saves 3-4 full days a month of calculating sales compensation by using Datarails.
Sales reps are compensated based on key sales metrics, and Anderson can now track those metrics on dashboards.
“Teams can now notice whether they’re ahead, on track, or falling behind,” says Anderson. “They’re looking at it every day now to track where they are and how they’re doing.”
This also saves Anderson time, as he used to calculate how well the salespeople did and download all the information to Excel. Once he received the results, he would then disseminate them to sales managers once a quarter. That was the only time they really knew how they were doing on their key metrics for their bonuses.
Datarails also helps Anderson monitor trends and forecast where the business is headed.
“I look at the insights in Datarails every single day,” says Anderson. “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.”