01
The challenge
Sales, stock and credit data lived in an ERP, two spreadsheets and a delivery app. Compiling the weekly report took two people most of a day, and figures rarely matched finance.
02
Our approach
- Mapped each metric to its source and agreed definitions with sales and finance
- Built nightly pipelines into a cloud warehouse with reconciliation checks
- Designed role-based dashboards for directors, branch managers and sales staff
- Trained branch managers and set a monthly review of the definitions
03
The outcome
- Weekly reporting moves from manual compilation to automatic refresh
- One agreed definition for each sales and stock metric
- Branch managers see stock and credit positions the same morning