Dashboard
Store performance dashboard
Sales, margin, traffic, and conversion by store from POS + web.
- Connected to POS, ecommerce, ERP inventory, merchandising, and loyalty CRM
- Thresholds and owners
- Drill to operational detail
Industry analytics
Store margin and sell-through—POS, web, and inventory on one SKU day grain
Retail teams lose hours matching POS tickets, ecommerce orders, ERP inventory, and loyalty cohorts that never share StoreId/SKU/Day. We build Power BI Import models (gateway for on-prem POS/ERP SQL) so contribution margin and stock-outs use one grain before the merchandising meeting.
NDA-readyFixed-scope first releaseBusiness + IT handover
- Operating since 2012
- Microsoft Power BI specialists
- NDA-ready data handling
- Fixed-scope first releases
- Independent — not affiliated with Microsoft
Reporting challenges
Typical friction when CRM, ERP, and operational tools are reported separately.
- 01POS and ecommerce channels use different product and return rules, so omnichannel sales are rebuilt in Excel.
- 02Inventory in ERP lags shelf reality; stockout and sell-through debates start every Monday.
- 03Loyalty CRM campaigns cannot be tied cleanly to store or SKU margin.
- 04Markdown and assortment decisions wait on merchandising workbooks that are already outdated.
- 05Regional managers cannot trust a single Power BI view because definitions differ by banner or franchise.
How Power BI for Retail solves it
What changes when those systems feed a governed Power BI model.
- Build Power BI for retail that unifies POS, ecommerce, ERP inventory, and loyalty CRM.
- Deliver store and category dashboards with same-store sales, margin, sell-through, and stockouts.
- Align merchandising and finance on one COGS and markdown definition.
- Refresh overnight so morning huddles use yesterday’s actuals, not Friday’s workbook.
- Apply store/region security so managers see their estate and HQ sees the group.
Why this work matters commercially
03
Commercial considerations
Retail organizations already manage the business in POS, ecommerce, ERP inventory, merchandising, and loyalty CRM. The reporting problem is usually not “we need another chart”—it is that CRM, ERP, and operational extracts disagree on timing, filters, and owners before every meeting.
Store, web, and merchandising teams each pull their own extract—so same-store sales and stockouts never land in one morning pack. Power BI for Retail only works when those systems of record feed one governed semantic model with documented KPI definitions.
Power BI Analytics scopes the first release around the retail decisions that currently wait on manual packs—then connects the right source systems, validates totals, and lands the report in a real operating cadence.
Who this is for
Built for leaders who need dependable numbers in real operating conversations—not another unused dashboard.
01Retail executives who need one operating view across CRM/ERP and plant or field systems
02Finance partners tired of reconciling conflicting system extracts
03Operations and functional managers who need earlier exception visibility
04IT and analytics teams responsible for maintainable Power BI on Microsoft
How value is measured
We establish a baseline before delivery so ROI is discussed in operating terms, not slideware.
01
Time saved
Measure hours currently spent assembling retail reporting packs, reconciling totals, and answering “which number is correct?”
02
Decision speed
Track how many days earlier leaders can see exceptions, variances, or forecast risk after the release.
03
Control and trust
Count disputed metrics, failed refreshes, and unmanaged workbooks replaced by governed models.
04
Adoption
Confirm the intended audience actually uses the report in the meeting or process it was designed for.
Where retail data already lives
Store, web, and merchandising teams each pull their own extract—so same-store sales and stockouts never land in one morning pack. Power BI consulting connects these systems of record into one governed reporting model.
01
POS
store sales, baskets, returns
02
Ecommerce platform
online orders, conversion, channels
03
ERP / inventory
stock, transfers, COGS
04
Merchandising / planning
assortment, markdowns, seasons
05
CRM / loyalty
customers, cohorts, campaigns
KPIs that support action
01
Same-store sales
Comparable sales by location after approved exclusions.
02
Gross margin
Revenue less COGS from ERP, aligned to POS.
03
Sell-through
Share of available stock sold in period.
04
Stockout rate
Demand impacted by unavailable products.
Recommended dashboards
Recommended retail dashboards
Power BI for Retail patterns we tailor to your systems, owners, and review cadence. Click any preview to expand.
Dashboard
Merchandising dashboard
Sell-through, ageing, markdowns, and assortment from ERP + planning.
- Connected to POS, ecommerce, ERP inventory, merchandising, and loyalty CRM
- Thresholds and owners
- Drill to operational detail
Operating cadence
Reporting only creates value when it lands in a real review rhythm.
Daily or shift exceptions from operational systems into Power BI
Weekly retail performance review with owned actions
Monthly executive scorecard with variance commentary
Quarterly model improvements tied to adoption and ROI
Example reports
- 01Retail executive scorecard from governed Power BI measures
- 02Retail operations exception pack by site, team, or account
- 03Variance and root-cause drill-through tied to source systems
- 04Trend, forecast, and owner-threshold report for weekly reviews
What improves
- Build Power BI for retail that unifies POS, ecommerce, ERP inventory, and loyalty CRM.
- Deliver store and category dashboards with same-store sales, margin, sell-through, and stockouts.
- Align merchandising and finance on one COGS and markdown definition.
- Refresh overnight so morning huddles use yesterday’s actuals, not Friday’s workbook.
- Apply store/region security so managers see their estate and HQ sees the group.
Frequently asked questions
05
Buyer questions answered
A conformed Product and Store/Channel dimension; facts at SKU × location × day. Returns and voids get explicit disposition codes so they are not double-counted as sales. View Native Query must keep the day filter folding to the POS warehouse.
Usually campaign membership sits at customer grain while margin sits at basket/line. We bridge customer→ticket→line, then attribute campaign cost separately from product margin. If the CRM extract is nightly, dashboards show as-of date—do not pretend real-time attribution.
Operational stock screens can use DirectQuery or Dual when WMS is indexed on SKU/location. Executive margin packs stay Import. Unbounded slicers on DirectQuery WMS will melt the warehouse at 09:00—enable Query reduction Apply buttons.
Entra groups map to StoreId lists; district managers get region rolls. Test View as for a single-store manager and a multistore DM. Apps audiences alone do not replace RLS filters.
Full history reloads of ticket lines, personal gateways, and Power Query expands of nested tender JSON before projection. Incremental refresh with RangeStart/RangeEnd on SaleDate (Premium/Fabric/PPU) is used once folding and watermark ownership exist.
Related services
Power BI Consulting
Connect the systems you already use and leave with a clear place to report—before another orphan dashboard appears.
Power BI Dashboard Development
Build 1–2 live dashboard pages that pull from multiple sources—not a screenshot of Excel pasted into Power BI.
Reporting Automation
Retire the Monday email of pasted workbooks: scheduled refresh and one pack finance can open without stitching tabs.
Data Warehouse Design
Data Warehouse Design starts by killing contradictory extracts—then publishes measures that data leaders, IT managers, and executives can defend from multiple operational systems and historical data.
Related industries
Wholesale
Fill rate and customer margin from ERP + WMS—by DC and ship-to: connect ERP, WMS, CRM, purchasing, and B2B ecommerce so leaders manage margin, inventory availability, supplier performance, and cash.
Hospitality
RevPAR, occupancy, and F&B margin from PMS + POS—by property night: connect PMS, POS, booking channels, labor systems, and finance/CRM so leaders manage occupancy, guest experience, labor, and profitability.
Automotive
Service RO throughput and parts fill from the DMS—by rooftop: connect DMS, CRM, parts/service, warranty, and finance systems so leaders manage sales, service absorption, inventory, and warranty performance.
Book a call about retail reporting
Talk through priorities, data sources, and a practical first Power BI release.