Meter to Mailbox Dashboard Project


A large investor-owned utility, with multiple geographic and business unit operations, was utilizing Excel spreadsheet reports from over 30 separate data sources and measuring various business drivers from their customer facing operations. This client requested an automated and simplified visual display of trends and alerts for key customer facing business drivers.


Our consultant designed and built interfaces, universes, and data marts with over 300 scripts loading data from multiple sources including the company’s Teradata Data Warehouse. This update populated an Xcelsius dashboard incorporating scenario driven formulas and business rules to enable drill down capabilities as well as various displays of trends and alerts. A simplified dashboard was developed combining an Executive Summary with separate tabs including Builders Call Line, Meter Operations, Field Operations and Billing Operations. The dashboard displayed various scenarios and trends and enabled user-defined alerts for critical metrics.


Stakeholders viewed the dashboard as a very successful project, contributing to improved productivity and enhanced identification of vacated properties, inaccurate billing, and more complete PUC tracking report properties, among other benefits. The Enterprise Architecture group adopted the dashboard design and is the standard for future dashboards.

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