Five Power BI Dashboards + Ops Automation for a Bus Operator
Workforce, revenue, safety, goals, and routes — plus AI BOL parsing, rate-confirmation parsing, and back-office reconciliation automation.
No real-time visibility into financials, operations, or load-level profit.
Before the engagement, the operator had no real-time visibility into financials or operations across branches. Load-level profitability did not exist as a number anyone could look up. Manual reconciliation consumed full days of admin time every week.
Decisions had to wait on month-end reports. The principal could not see — in any given moment — which routes, branches, or customer accounts were actually making money.
Five dashboards and an AI back-office layer that runs in real time.
Delivered through R Squared AI by Tyler Preisser and Tim Wright between late 2025 and March 2026, Preisser Solutions designed and built five Power BI dashboards covering workforce planning, revenue and EBITDA, safety, fiscal-year goals, and route operations.
Underneath the dashboards, the team built an AI back-office layer — automated bill-of-lading parsing, rate-confirmation parsing, dispatch workflow support, and back-office reconciliation. Weekly reconciliation dropped from a full day to a 15-minute exception queue, and the principal gained the first real-time load-level profitability view the company had ever had.
The five dashboards and the automation layer.
Workforce Planning — CDL and non-CDL driver counts, payroll data, branch-level staffing
Revenue and EBITDA — branch comparison, gross profit, budget vs. actual, YoY trending
Safety Scorecard — safety metrics rolled up across operations
FY26 Goals Tracking — goal progress visualization for the leadership team
Routes and Runs — EZRoute data, trip counts, vehicle assignments, CPS school district codes
AI BOL parsing + AI rate-confirmation parsing + back-office reconciliation automation
Workforce Planning dashboard
- CDL and non-CDL driver counts per branch
- Payroll data integrated for staffing decisions
- Branch-level staffing rolled up weekly
Revenue and EBITDA dashboard
- Branch-to-branch comparison
- Gross profit and percent difference views
- Budget vs. actual variance tracking
- Year-over-year trending
Routes and Runs dashboard
- Route data sourced from EZRoute
- Trip counts and vehicle assignments per route
- School district code (CPS code) tracking
- Operational view tied back to revenue/EBITDA
Back-office automation
- AI BOL (bill-of-lading) parsing pipeline
- AI rate-confirmation parsing
- Dispatch workflow support automation
- Back-office reconciliation reduced to an exception queue
Outcomes the engagement actually produced.
Weekly reconciliation moved from a full administrative day to a 15-minute exception-queue review.
Approximately one full-time admin role's worth of recurring work was eliminated across the back office.
The principal gained the first real-time, load-level profitability view the operation had ever produced.
Five dashboards covering workforce, revenue, safety, FY26 goals, and routes are running against live data.
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Need real-time operational visibility your spreadsheets can't deliver?
Preisser Solutions builds dashboard suites plus the AI back-office automation that feeds them. Scoping begins with a conversation about your sources and your decisions.