A single version of the numbers for a retail company
The challenge
A retail and consumer company consolidated its sales and inventory from multiple spreadsheets fed by different branches. Each month-end close took days of manual work and, frequently, sales and finance arrived at the same meeting with figures that did not match.
The solution
We designed a centralized data model that unifies the sources under a single definition of metrics, and on top of it we built executive dashboards in Power BI with scheduled automatic refresh. Business rules (what counts as net sales, how returns are attributed) were defined once, in the model, instead of in every spreadsheet.
Service
- Report closing went from days of manual consolidation to being available automatically
- Every department consults the same version of the figures
- Leadership reviews indicators directly on the dashboard, without waiting for the monthly report