Hi Crystal,
The idea to stop using our spreadsheets in weekly meetings and starting the use of Dundas BI comes to life when we found ourselves in difficulties to follow up on our leads, so we build our dashboard and we did some calculations to prioritize the leads so we just put our concentration on the most important leads and this was a great change in our meetings. This also helped us to balance the accounts among our salesmen based on the weight of the leads and nature of the follow-up process with our accounts.