Automating insight-driven reporting for a leading U.S. automotive marketplace—delivering one-click Power BI decks in 5 minutes and cutting report-creation time by 95%.
Industry
Automotive Marketplace
Region
North America
Technology
Snowflake
Executive Summary
A leading North American online automotive marketplaces company needed its sales team to move from reactive troubleshooting to data-driven consultations with dealers. Manual, ad-hoc reporting produced slow, inconsistent insights and missed upsell opportunities. Shorthills built an Automated Performance Review Deck: a centralized model with dealer-level benchmarks, embedded CRM views, and a one-click export-to-PPT workflow that emails a polished deck in minutes. Results: sales prep time dropped to under five minutes, analytics bottlenecks were removed, upsell conversations became evidence-led and dealer retention improved through clear, actionable recommendations.
Tech Stack
SQL
Power BI
Power Automate
MongoDB
Python
R
PowerShell
Bash VBA
Jupyter Notebooks
Spyder
Rstudio
Snowflake
Challenges
Automotive marketplaces often rely on manual, ad-hoc reporting that leaves sales teams underprepared and often unaware on dealer-specific insights. Siloed data and missing benchmarks slow prep, weaken upsell stories, and hurt retention. With centralized analytics and automated, on-brand decks, reps shift to evidence-led conversations that drive action and growth.
Subjective conversations
Sales reps lacked ready, dealer-specific insights—hurting credibility and outcomes.
Manual, unscalable reporting
Manually compiling data and creating PowerPoint presentations for each dealer made analytics slow, labor-intensive, and unscalable.
No contextual “why” or recommendations
Data dumps missed benchmarks and upsells suffered without corresponding proof.
We pulled the key dealer data into one trusted model, added clear benchmarks (pricing, listing quality, ROI), and put the live Power BI views right inside the CRM. Reps click once to generate an on-brand PPT that’s filtered to their dealer and lands in their inbox in minutes. Row-level security keeps access clean, so sales, product, and leadership see only what they should.
What Shorthills Did
Centralized data & analytics
Our unified model powers dealer-level views: Inventory Health (Listing Quality Score; DMA benchmarks on price competitiveness, photo count, description length, VIN completeness), Performance Tracking (MoM trends for impressions, pageviews, “connections”), and Enhanced Ad ROI.
Embedded performance tracking
We integrated the PowerBI reports into each dealer’s CRM, letting reps review live performance within Salesforce.
One-click deck automation
An “Export & Email” action captures the dealer-filtered report, generates an on-brand presentation, and sends it to the rep within minutes—meeting-ready, every time.
Our enabled Row-Level Security restricts dealer visibility; workspace-level access separates product/sales/corporate reporting for least-privilege control.
Governance & security
Outcomes
A leading U.S. automotive marketplace needed reps to show up with dealer-specific insights, not ad-hoc spreadsheets. With Shorthills AI’s automated Performance Review Deck, prep time drops to under five minutes and report creation is ~95% faster. Every meeting starts with a consistent, on-brand deck that explains the “why”: pricing and listing-quality benchmarks, month-over-month trends, and clear next steps. Because the reports are generated from a single model, data disputes fade and analytics bottlenecks disappear. Reps shift from reactive support to evidence-led upsell conversations, while dealers get targeted recommendations that improve inventory quality and ROI. The result is faster prep, stronger credibility, and better retention—at scale.
Prep time → under 5 minutes
One-click PPT export replaced hours of manual report work.
95% Faster Report Creation
Power BI cut report build time by 95%, unlocking near-real-time insights.
Evidence-led upsell & dealer performance
Pricing/quality benchmarks guide upgrades and listing fixes.
What Shorthills AI Did
We pulled the key dealer data into one trusted model, added clear benchmarks (pricing, listing quality, ROI), and put the live Power BI views right inside the CRM. Reps click once to generate an on-brand PPT that’s filtered to their dealer and lands in their inbox in minutes. Row-level security keeps access clean, so sales, product, and leadership see only what they should.
Centralized data & analytics
Our unified model powers dealer-level views: Inventory Health (Listing Quality Score; DMA benchmarks on price competitiveness, photo count, description length, VIN completeness), Performance Tracking (MoM trends for impressions, pageviews, “connections”), and Enhanced Ad ROI.
Embedded performance tracking
We integrated the PowerBI reports into each dealer’s CRM, letting reps review live performance within Salesforce.
One-click deck automation
An “Export & Email” action captures the dealer-filtered report, generates an on-brand presentation, and sends it to the rep within minutes—meeting-ready, every time.
Governance & security
Our enabled Row-Level Security restricts dealer visibility; workspace-level access separates product/sales/corporate reporting for least-privilege control.
Challenges
Sales reps lacked ready, dealer-specific insights—hurting credibility and outcomes.
Subjective conversations
Manually compiling data and creating PowerPoint presentations for each dealer made analytics slow, labor-intensive, and unscalable.
Manual, unscalable reporting
Data dumps missed benchmarks and upsells suffered without corresponding proof.
No contextual “why” or recommendations
Automotive marketplaces often rely on manual, ad-hoc reporting that leaves sales teams underprepared and often unaware on dealer-specific insights. Siloed data and missing benchmarks slow prep, weaken upsell stories, and hurt retention. With centralized analytics and automated, on-brand decks, reps shift to evidence-led conversations that drive action and growth.
Executive Summary
A leading North American online automotive marketplaces company needed its sales team to move from reactive troubleshooting to data-driven consultations with dealers. Manual, ad-hoc reporting produced slow, inconsistent insights and missed upsell opportunities. Shorthills built an Automated Performance Review Deck: a centralized model with dealer-level benchmarks, embedded CRM views, and a one-click export-to-PPT workflow that emails a polished deck in minutes. Results: sales prep time dropped to under five minutes, analytics bottlenecks were removed, upsell conversations became evidence-led and dealer retention improved through clear, actionable recommendations.
Tech Stack
Python
Bash VBA
Snowflake
Jupyter Notebooks
PowerShell
SQL
RStudio
Power Automate
PowerBI
Spyder
R
Automating insight-driven reporting for a leading
US automotive marketplace—one-click Power BI decks in 5 minutes, cutting report-creation time by 95%.
Industry
Automotive Marketplace
Region
North America
Technology
Snowflake
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