Power BI Inventory and Cash Reports Success Story 

Overview

About the Client

• The founders come from a background in enterprise technology and logistics management, having led digital transformation initiatives for Fortune 500 companies. With a mission to bridge operational inefficiencies and modern technology, they set out to build a consulting practice that offers deep domain expertise, rapid delivery, and tailored solutions for complex business challenges. 

• Today, the client partners with organizations across manufacturing, retail, and distribution sectors, helping them achieve real-time visibility, cost savings, and operational agility through innovative supply chain solutions. 

The challenge  

• The client’s customers operate across complex, multi-tiered supply chains, often relying on separate systems for procurement, inventory, logistics, and financials. The client needed to deliver a centralized reporting solution that could, 

• Consolidate data from ERP, WMS, CRM, and third-party logistics platforms. 

• Provide real-time visibility into key supply chain metrics such as inventory turnover, order fulfillment rate, shipment delays, and vendor performance. 

• Enable customized dashboards/reports for different stakeholders, executives, operations managers and analysts. 

Our Solution  

To provide unified, real-time visibility into the client’s multi-source supply chain data, we implemented the following Power BI solution, 

Data Integration 

• Connected to ERP, WMS, CRM, and 3PL systems using Power Query and REST API connectors. 

• Filtered & Removed the unwanted data.  

Data Modeling 

• Structured the model using a star schema to support maintainability and relation between the data. 

• Developed DAX measures for key metrics such as: 

• Inventory Turnover 

• On-Time Shipment Rate 

• Fulfillment Lead Time 

• Products sold 

• Revenue Generated 

Built interactive, role-based dashboards 

• Executive View: Strategic KPIs and trends 

• Operations Dashboard: Real-time tracking of stock, shipments, delays 

Technology & tools used 

Tools Used: 

1. Microsoft Power BI (Power Query, DAX, Power BI Service) 

2. Power Query (M), DAX 

3. Custom API Connectors 

Results

The Impact and outcome  

• Unified Reporting Platform: Delivered a centralized Power BI solution that consolidated data across ERP, WMS, CRM, and 3PL systems which eliminating manual reconciliation reports. 

• Improved Operational Visibility: Enabled real-time tracking of key supply chain metrics, helping teams proactively manage delays, inventory shortages, and vendor issues. Which helped them tracking all the details of all the data in one place. 

• Faster, Data-Driven Decisions: Leadership gained access to strategic KPIs and actionable insights through dynamic dashboards, reducing reliance on static Excel reports. 

• Time & Cost Savings: Reduced report generation time by over 60%, freeing up analysts to focus on decision-making rather than data preparation.