OmniActive Health Technologies Case Study Hero Background

How OmniActive Unified Microsoft Dataverse and SAP Data into a Complete Power BI Sales Funnel

LocationIndia / USA

SolutionConsolidated Power BI Analytics Blending Dataverse & SAP

End-to-End

Lead-to-Fulfillment Funnel Visibility

2 Systems

Dataverse CRM & SAP ERP Unified

30%

Faster Territory Performance Analysis

At-a-Glance

OmniActive Health Technologies - global leader in scientifically validated, natural active ingredients for the healthcare, nutraceutical, and wellness industries.

Case Study

CHALLENGE:

Commercial sales and order fulfillment data were fragmented across disconnected systems - Microsoft Dataverse for CRM pipeline and SAP for ERP order fulfillment. Leaders could not trace pipeline opportunities through to completed orders or evaluate territory performance dynamically.

SOLUTION:

Intelegain engineered a unified Power BI enterprise reporting layer that blends Microsoft Dataverse and SAP data, providing full sales funnel visibility, customer segmentation dashboards, and dynamic geographical performance tracking.

RESULTS:

Delivered end-to-end visibility from opportunity qualification to order delivery, accelerated regional sales review cycles by 30%, and empowered leadership to identify high-margin account growth opportunities.

The Challenge: Disconnected Commercial Data Across Dataverse and SAP

OmniActive Health Technologies supplies premium, clinically proven botanical ingredients (such as Lutemax and CurcuWIN) to the world’s leading dietary supplement, food, and beverage manufacturers across North America, Europe, and Asia.

Selling specialized health ingredients involves long, scientific validation cycles. OmniActive’s commercial teams used Microsoft Dataverse (Dynamics 365) to manage prospect inquiries, clinical sample requests, and opportunity stages. However, once a deal was won, sales order processing, production scheduling, invoicing, and logistics fulfillment took place in SAP ERP.

This technological disconnect created a significant reporting chasm. Sales executives could not trace pipeline opportunities through to finalized SAP invoices. When analyzing sales figures, leaders could not distinguish whether revenue gaps stemmed from top-of-funnel pipeline shortages in CRM or fulfillment delays in SAP. Manually blending data from Dataverse and SAP required weeks of spreadsheet modeling.

Commercial data fragmented between front-office Microsoft Dataverse (CRM) and back-office SAP (ERP).

Absence of unified analytics preventing end-to-end tracking from initial lead inquiry to final order fulfillment.

Inability to analyze sales dynamically by geographic territory, product tier, or customer account without manual work.

Lack of visibility into top account revenue contributions and historical purchasing patterns.

Why Intelegain Was Chosen

OmniActive partnered with Intelegain due to our proven ability to architect cross-platform enterprise data models bridging the Microsoft Power Platform with enterprise SAP environments.

Hybrid Dataverse & SAP Integration:

Building automated data connectors and transformation pipelines that blend Dataverse CRM telemetry with SAP ERP billing and shipment records.

Full-Funnel Sales Visualization:

Creating intuitive Sankey and conversion funnel reports that trace prospects from initial inquiry and sampling through to contract signing and shipment fulfillment.

Multi-Dimensional Customer Segmentation:

Engineering dynamic reports that dissect commercial sales across product categories, health benefit segments, and client tiers.

Geographical Performance Intelligence:

Delivering interactive maps and drill-down reports tracking regional sales velocity across monthly and quarterly targets.

Implementation: The Intelegain Approach

The enterprise Power BI deployment was completed in 14 weeks across three phases:

Phase 1: Multi-System Data Modeling & ETL Architecture

Intelegain architected an enterprise semantic model unifying Microsoft Dataverse entities (Leads, Opportunities, Accounts) with SAP ERP tables (Sales Orders, Billing Documents, Delivery Schedules), resolving customer entity mapping.

Phase 2: End-to-End Sales Funnel & Segmentation Analytics

We developed the full-funnel sales tracking dashboards. Leadership can track pipeline conversion velocity, analyze win/loss rates, and examine sales distributions across health categories and customer account tiers.

Phase 3: Geographic Performance, Account Profiling & Rollout

We created geographical territory dashboards tracking quota attainment across North America, Europe, and Asia-Pacific. We built top-account profiling views and deployed the solution globally with row-level security (RLS).

Microsoft Power BIMicrosoft DataverseSAP ERP (ECC/S4HANA)Power BI DataflowsDAX Data ModelingAzure Data GatewayRow-Level Security (RLS)

Measurable Results & Business Impact

End-to-End

Complete sales funnel traceability from lead qualification to SAP fulfillment

2 Systems

Unified front-office Dataverse and back-office SAP into one reporting pane

30%

Acceleration in monthly commercial review and territory performance analysis

100%

Granular visibility into top account lifetime value and re-order patterns

The Power BI enterprise architecture bridged OmniActive’s front-office sales and back-office fulfillment operations. Commercial leaders now track global sales with unprecedented granularity - monitoring conversion rates from clinical sampling in Dataverse through to freight delivery in SAP. By understanding territory demand patterns and account lifetime values in real time, OmniActive accelerates strategic expansion across international wellness markets.