# Automating business intelligence to prioritise sales leads in real time

> A high-growth cloud software (SaaS) provider · SaaS & Tech

QuantSpark converted a manual, Excel-based reporting process into automated SQL pipelines feeding a business intelligence tool, saving 1.5 full-time equivalents and enabling sales leads to be prioritised in real time.

## At a glance

- **1.5 FTE** of analyst time saved

## What was the problem?

A fast-growing cloud software business had built an in-house dashboard to monitor sales performance and customer success, but updating it was manual and time-consuming. The cumbersome process limited the sales team's productivity and reduced management's visibility of performance.

## What did QuantSpark do?

QuantSpark converted the existing Excel-based business logic into automated SQL scripts that pulled and transformed data quickly and consistently. This simplified the reports and let granularity increase from monthly to hourly metrics, enabling real-time decisions. Additional key performance indicators gave deeper insight into sales-team effectiveness, and the reports were integrated into a business intelligence tool using automated feeds from the firm's customer, service-management, billing and advertising systems.

## What changed?

The automation saved 1.5 full-time equivalents of dashboard-maintenance effort and enabled sales leads to be prioritised in real time, increasing response rates and, ultimately, conversions.

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Canonical page: https://quantspark.ai/case-studies/automated-bi-real-time-lead-prioritisation
More about QuantSpark: https://quantspark.ai/llms.txt