Thirty-plus manual reports replaced by one centralized data source — sales, inventory, and customer behaviour visible on the same day the business happens.
Five moves, framed by the problem they answered, took the business from manual spreadsheets and instinct to dashboards the whole company runs meetings on. Follow the pipe.
Scroll to walk the buildSales and inventory data lived across more than thirty fragmented reports, most maintained by hand, with no consolidated view of performance across locations and product lines.
Each report maintained by hand, none of them agreeing with the next.
Slow, manual reporting prevented timely insight, so stock decisions came down to guesswork. Leadership had no visibility into what was selling, what was slowing down, or when to reorder.
The decision still got made — just without anything underneath it.
A central data model brought sales, product, and inventory data together — prepared in Power Query, shaped for reuse, and replacing the thirty-plus reports each team had been maintaining alone.
30+ reports consolidated into a single model everything else builds on.
Clean dashboards show how sales move over time — by location, by product line, and by customer — so the pattern is visible without anyone assembling a report first.
The pattern is visible without anyone assembling a report first.
DAX measures highlight best sellers, slow movers, and inventory turnover — defined once in the model so every dashboard reports the same figure, and chosen to answer the questions the business actually acts on.
Every dashboard reports the same figure, because there is only one definition.
Visuals were designed around the stock question — what is moving, what is sitting, and what needs reordering now — with aging inventory separated out rather than buried in a total.
Aging inventory shown on its own, rather than buried inside a stock total.
Power BI performance tuning kept load times short as the data grew, because a report nobody waits on is a report people actually open — and these are now opened across the company.
A report nobody waits on is a report people open.
A small delivery team, named and accountable from kickoff to go-live.
Luke Matthews
Co-Founder, Head of Project Delivery & Data Architecture
Bring us the reports your team rebuilds every week. We'll map the model that replaces them, the KPIs worth measuring, and the dashboards your meetings can run on.
