Reporting across entities and systems
These two clients show the reporting needs we help businesses address: understanding margin across entities, following the sales pipeline over time, and bringing sales from several systems into one view.
Go-Tan: margin per customer and article
The reporting need
Go-Tan is an international food producer with five trading entities on two systems. Finance needed to see actual margin per customer and article, after customer conditions and post-invoice rebates, which the accounting systems did not show.
The work delivered
We brought all five entities onto one data foundation and built the margin reporting on it, applying the rebate rules that finance maintains consistently across every entity. Each entity was validated with finance before it counted, and the reporting refreshes nightly.
We also delivered a data agent that answers questions on the same figures in natural language.
The added value
Actual margin per customer and article, which no system showed before, is now available for every entity from one set of figures that refreshes overnight. Seeing exact margins lets management run the company on firmer ground: grow the revenue that earns its margin, act where it does not, and bring costs down where they weigh on the result. A question about a customer or an article can go to the data agent instead of waiting for a new report.
Niels continues to operate and develop the reporting for Go-Tan.
Eurosafe: pipeline tracking and consolidated sales reporting
The reporting need
Eurosafe is a leading service provider for safe working at height, in confined spaces and near water, operating across Europe from offices in the Netherlands, Belgium, Germany and the UK. Their comprehensive services range from risk assessment and consultancy to supply, installation and training, as well as inspection, testing and maintenance.
Eurosafe has its own data team, and Niels works alongside it to take work off its hands, bring an outside view and keep the knowledge of the solutions in more than one place.
The first need came from sales: the standard reports of the CRM system did not meet all the business needs, and showed the pipeline only as it stood today, not how it developed over time. The second came from finance: sales reports from two financial systems were built separately in Excel, took a lot of time to produce and gave less depth than Power BI can.
The work delivered
We built a sales opportunity tracking tool on the Fabric platform on top of the CRM data, so sales can follow how the pipeline develops over time and manage its leads with that history in view.
The second project is under way: bringing sales from the two financial systems into one consolidated report, so that finance no longer assembles it by hand and management has an up-to-date view at any moment, on any device.
The added value
Sales manages its leads on how the pipeline develops rather than on a snapshot of today, and works on growing revenue with that view. Once the consolidated report is live, finance spends its time on the figures instead of on assembling them, and management has the consolidated sales picture instantly, up to date, on any device.
Eurosafe monitors the solutions itself; development continues with Niels.
What would a useful view of your business include?
Tell us which questions your reporting needs to answer and where the information sits today. We can discuss how to bring it together.