Sales Analytics Case Studies
How a Real Estate Firm Achieved 50% Better Forecasting Accuracy and Transformed Future Planning
A large real estate developer struggled to track sales pipeline performance across multiple regions and marketing channels. Each regional team maintained its own reports, exporting data from HubSpot and updating Excel trackers by hand. Forecasts were compiled at month-end through manual consolidations, leading to delays and discrepancies in revenue projections. Without a single, connected view of enquiries....
How PayLater Travel Unified Sales, Deposits & Performance
PayLater Travel struggled to monitor sales performance across its global markets due to fragmented reports and disconnected data sources. Bookings, deposits, and cancellations were tracked separately, making it difficult to compare results month-over-month or by region. The lack of unified visibility limited forecasting accuracy and slowed decision-making, while manual Excel-based reporting created delays and inconsistencies....
How Kingspan Optimized Regional Sales Strategy with Geographic Analytics Dashboard
Kingspan operated across many U.S. states, but sales data sat in separate ERP exports and spreadsheets without a clear view of regional performance. Leadership could not quickly compare revenue and margin trends by state or pinpoint underperforming territories. The absence of an interactive, geography-aware report limited their ability to focus sales efforts where profitability and demand were strongest....
How Montgomery Homes Unlocked Over Half a Million in New Revenue and Saved 4 Days per Month
Montgomery Homes operates with a distributed sales team handling high volumes of enquiries across NSW. Sales executives manage leads from multiple sources including web forms, display home visits, and referral partners. The company recognized that sales velocity and response times directly correlated with conversion rates but lacked the tools to measure and optimize these metrics....
Boosting E-commerce Retention Through Unified Revenue Analytics
A fast-growing D2C beauty and lifestyle brand on Shopify struggled to track customer retention, revenue trends, and discount performance. Data was fragmented across Shopify, WebEngage, and multiple marketing platforms, preventing clear insight into repeat purchases, cohort retention, and the ROI of promotional campaigns. Without a unified view of customers and orders, the team relied on scattered reports....