Overview
Self-hosted Metabase analytics layer over the developer's CRM and payment-plan database — giving the sales director, finance team, and MD live unit-absorption, payment-collection, and handover-risk dashboards without a BI team.
The challenge
The finance team manually reconciled CRM sales data with a payment-plan spreadsheet to produce a monthly collections forecast, achieving only ±22% accuracy. There was no system to flag units at risk of missing handover milestones. The MD relied on verbal updates from project directors — a process prone to optimism bias that had led to two projects missing Dubai Land Department handover deadlines.
The solution
We used Airbyte to sync the developer's Salesforce CRM and payment-plan PostgreSQL database into a warehouse schema, then built dbt models for unit absorption, payment cohorts, and handover milestone tracking. Metabase dashboards were embedded in the developer's internal intranet using Metabase's signed JWT embedding. A Metabase alert fires a daily WhatsApp message to the finance director listing any units where a payment instalment is more than 7 days overdue.
Outcomes
Collection forecast accuracy improved from ±22% to ±6% within 60 days
Handover-risk unit list automated — fires every Monday to project directors
Finance team monthly reconciliation reduced from 3 days to 4 hours
Zero DLD handover deadline misses in the 9 months since go-live
Key metrics
Tech stack
Services
Client testimonial
“Before this we had no idea a project was going to miss a handover date until two months before. Now we see the risk six months out and can actually act on it.”
— MD, Tameer Development · Dubai
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