After their Sprint delivered job-level reporting that finally matched accounting, this HVAC company joined an Ironhide Care Plan to keep their Power BI system healthy, refreshed, and steadily improving every month.
No emergencies. No surprises. Just dashboards that quietly work.
Their Sprint tackled the chaos — inconsistent margins, mismatched job costs, and hours wasted fixing exports. The result: dashboards that showed every job’s margin and technician productivity in real time.
The owner wanted peace of mind — fast help when something breaks, quiet monitoring, and the comfort of knowing their dashboards keep pace as the business grows.
Ironhide monitors refreshes, data quality, and key logic so the team doesn’t have to. When new needs come up, requests drop into a named queue — most done in under four hours. Every month, they get a short summary of what improved, what’s fixed, and what’s next.
Five frames that capture how this Care Plan works in practice — from monitoring to improvements, leadership views, and request flow.
Job-level profit, technician performance, and scheduling views. We keep calculations and visuals consistent as new requests come in.
Monitors dataset refreshes and sends pings if something fails so we can jump in quickly.
Reconciliation queries that make sure totals match source systems; guards against new fields breaking established math.
Delivers a short weekly snapshot to leaders — no login required — highlighting what changed and any exceptions.
Versioned files and shared locations for dataset artifacts and exports; keeps collaboration tidy and refreshes reliable.
A lightweight report with before/after screenshots so stakeholders see exactly what improved and why.