Sales, starts and closings on one screen, straight from the warehouse

The problem

The ERP held the data and could not answer questions with it. Sales, starts, closings and inventory each lived somewhere, spread across a SQL Server warehouse, the construction management system, web analytics and a customer-survey platform, with nothing joining them up. So every meeting ran on spreadsheets somebody had assembled by hand that week, each with its own cut-off and its own assumptions. Leadership spent the first part of every review deciding which version of the pipeline to believe, and month-end numbers had a habit of quietly changing after the fact.

What we built

We built a reporting platform on top of the warehouse and wired the other three systems into it. It carries the operational reports the business actually runs on, covering the pipeline from sales through starts, prestart, vertical construction milestones, closings, inventory and project budgets, plus weekly digests and month-end close. Large-format dashboards rotate on office screens, including customer-happiness metrics, so the pipeline is visible without anyone opening anything. Survey sending and the data syncs run as background jobs rather than somebody's Thursday afternoon. Sign-in goes through the company's existing Microsoft accounts, with admin functions behind an allowlist.

The outcome

Leadership and every sales division work from the same live picture of sales, starts, closings and inventory, which is the visibility the ERP was never able to give them. Seeing build progress against schedule in real time is what let the teams keep homes moving on time and to the standard buyers expect, and over the three years that followed the client's customer satisfaction scores rose 20%. The period-close mechanism snapshots figures at month-end and freezes them, so last month's report reads the same next year as it did on close day. The weekly spreadsheet assembly stopped being a job anyone has to do.