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.
Tyler Preisser and Tim Wright designed and built five Power BI dashboards covering workforce planning, revenue and EBITDA, safety, fiscal-year goals, and route operations between late 2025 and March 2026.
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.