Overview
Self-hosted Metabase instance with 22 dashboards covering sellout velocity, territory performance, and returns analysis — replacing monthly Excel decks with live answers accessible to all 60 territory reps.
The challenge
The sales director produced a monthly 120-slide PowerPoint by manually merging data from four ERP exports. Territory managers disputed commissions monthly because there was no single source of truth. The process consumed three full working days each month and the data was always 30 days stale.
The solution
We used Airbyte to sync four ERP source tables into a centralised PostgreSQL warehouse, then modelled the data with dbt to produce clean sellout, territory, and returns marts. Metabase's embedding feature let us publish territory-specific dashboards directly into the sales team's existing intranet portal with row-level security per rep. We adapted Metabase's open-source question library for Saudi VAT-inclusive margin calculations.
Outcomes
Monthly report preparation time dropped from 3 working days to zero — dashboards refresh hourly
Territory commission disputes dropped 74% in the first quarter
60 reps gained self-service analytics without a single training session beyond a 30-minute intro
Sales director reclaimed 36 working hours per month previously spent on deck production
Key metrics
Tech stack
Services
Client testimonial
“My reps used to argue every month about who sold what. Now they open their phone, see their numbers, and the argument is over before it starts.”
— Sales Director, Masar Distribution · Jeddah
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