Power BI reporting suite for a trading group
Four companies, one data warehouse and a set of Power BI dashboards that refresh every night. Management sees sales, margin and receivables the morning after month-end.
- Client
- Trading group, four companies (NDA)
- Services
- Data & reporting, ERP consulting
- Duration
- 8 weeks · 2025
- Location
- Ashgabat, Turkmenistan
Six days of Excel every month.
Each company in the group ran its own Logo database. At month-end, accountants exported data, cleaned it in Excel and merged it by hand. Management saw the numbers almost a week late, and the totals rarely matched.
- Six working days to close management reports
- Different margin formulas in each company
- No group-wide view of receivables
- Reports out of date as soon as they were sent
One data model for the whole group.
We combined the four Logo databases into one SQL data warehouse with agreed KPI definitions, then built Power BI dashboards for owners, finance and sales managers, each seeing only what their role needs.
SQL warehouse
Nightly loads from four Logo databases into one consistent model.
KPI catalog
Revenue, margin and DSO defined once with the CFO and used everywhere.
Dashboards
Group, company and salesperson views, on desktop and phone.
Scheduled reports
Management pack e-mailed as PDF on the first working day of each month.
After the first quarter.
Waiting a week for month-end numbers?
Tell us which systems hold your data. We will suggest a first dashboard within one working day.