Case Studies

Sales Reports on the Big Screen

Every day, this company would pull data from QuickBooks Desktop into a spreadsheet, play with it, create PowerPoint slides (30 or more), convert those slides to picture files (JPG) and then load them onto a Roku box for display on TV screens in their office. There were charts and graphs and reports. This took one person 1.5 to 2 hours EVERY DAY to do. Instead of having QuickBooks create a spreadsheet, I used tools to directly access QuickBooks, pull all of the data needed, manipulate it onto spreadsheets, create the charts and reports and save them as JPG files, ready for upload to the Roku box. All of this took about 10 to 15 minutes. It was also accurate. The first time they showed me their process, it turned out the day before they were off by a 100,000 dollars. That type of mistake was eliminated with this new process.

bruceSales Reports on the Big Screen

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