How Antech Streamlined LOBA Revenue with Automation Integration

How Begin Software's automation solution eliminated manual calculations, delivering accurate LOBA revenue directly into Salesforce

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summary

Solving Revenue Visibility with Automation

Following several acquisitions, Antech encountered a key challenge with revenue visibility in Salesforce: archived account revenue wasn’t being accurately combined with active account revenue. This gap left sales teams with incomplete revenue totals for many clients, forcing them to manually search for missing data. These workarounds slowed performance analysis and hindered strategic sales efforts.

To solve this, Begin Software built a custom automation using Power Automate workflows and Excel scripts. The solution seamlessly aggregates revenue from both archived and active accounts, delivering a complete and accurate revenue picture directly within Salesforce. With this automation in place, Antech eliminated manual reconciliation, improved reporting accuracy, and gave their sales team the real-time insights they needed to focus on growth—not spreadsheets.

Benefits
  • Automated Revenue Aggregation: Eliminated the need for manual reconciliation of archived and active account revenue, saving significant time.
  • Accurate Revenue Reporting: Ensured complete and accurate revenue data within Salesforce, eliminating data discrepancies.
  • Improved Sales Team Efficiency: Freed up the sales team from time-consuming manual data searches, allowing them to focus on strategic sales activities.
Outcomes
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INTRODUCTION

Enhancing Revenue Reporting for Antech's Integrated Accounts

Antech, a leading veterinary reference lab dedicated to providing best-in-class diagnostic testing to support veterinary practices, faced a data management challenge within their Salesforce platform. The system was not accurately aggregating revenue data between archived and active accounts, leading to incomplete revenue reporting. This discrepancy hindered accurate financial analysis and required manual reconciliation. While Antech's established Salesforce system was robust, the complexity of merging revenue data from these diverse sources required a more automated approach.
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Recognizing the importance of maintaining data integrity and empowering their sales team with accurate insights, Antech partnered with Begin Software. Begin's expertise in automation, specifically utilizing Power Automate and Excel scripting, provided the necessary tools to resolve this data aggregation issue. By automating the unification of archived and active account revenue within Salesforce, Begin enabled Antech to eliminate manual data reconciliation, improve data consistency, and provide the sales team with a complete and accurate revenue perspective.

SOLUTIONS

Automating Revenue Aggregation with Power Automate and Excel

To resolve the issue of incomplete revenue reporting, Begin Software implemented an automated solution using Power Automate and Excel scripting. This approach seamlessly aggregated revenue data from archived and active accounts directly within Antech's Salesforce environment, eliminating manual reconciliation and providing a unified revenue perspective.

OUR PROCESS
1. Data Collection
How it works: We began by collecting the necessary data from two primary sources: LOBA account details were extracted directly from Antech's Salesforce platform, while the corresponding revenue numbers were pulled from their Power BI system. This dual-source approach ensured we captured all relevant information needed for the revenue aggregation.

Why it matters: This step established the foundation for the entire process by ensuring that all relevant data points were accurately gathered. By pulling data from both Salesforce and Power BI, we ensured a comprehensive dataset for the subsequent automated aggregation.
2. Automated Aggregation with Custom Logic
How it works: To automate the complex calculations, we developed a custom JavaScript function that was stored within an Excel script. This script was designed to both identify matching archived and active accounts and accurately sum up the revenue numbers. This custom logic was then integrated with Power Automate, creating an automated workflow that performed the necessary calculations to produce a unified revenue total for each account.

Why it matters: This step replaced the time-consuming and error-prone manual calculations with an automated process that was both efficient and accurate. The custom JavaScript function ensured that the revenue aggregation was performed consistently, providing Antech with reliable and up-to-date revenue data.
3. Salesforce Data Update
How it works: The aggregated revenue data was then automatically updated into the designated fields within Antech's Salesforce platform. This process ensured that the combined revenue figures were readily accessible to the sales team within their existing Salesforce environment.

Why it matters: This final step delivered the unified revenue data directly into Antech's Salesforce environment, providing the sales team with immediate access to critical information within their existing workflow. This allowed them to have a complete and accurate revenue perspective for each account.
outcomes

Elevating Revenue Accuracy and Efficiency

The automated solution implemented for Antech significantly enhanced their revenue reporting processes, resulting in improved accuracy and efficiency. By automating the aggregation of archived and active account revenue within Salesforce, Antech eliminated time-consuming manual reconciliation and gained a complete, accurate revenue picture. This empowered their sales team to make informed decisions based on reliable data, ultimately driving better revenue visibility and strategic planning.

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