Dashboard
Commercial dashboard
Revenue, margin, customer, salesperson, and product trends from ERP + CRM.
- Connected to ERP, WMS, CRM, purchasing, and B2B ecommerce
- Thresholds and owners
- Drill to operational detail
Industry analytics
Fill rate and customer margin from ERP + WMS—by DC and ship-to
Wholesalers argue when ERP order lines, WMS ship-confirm, and CRM account tiers disagree on DC/SKU/customer grain. We model fill rate and margin in Power BI so sales and ops share one backorder definition before the morning ship 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.
- 01ERP order and WMS shipment status disagree on fill rate and backorders.
- 02Customer and product margin are recalculated outside ERP pricing and rebate rules.
- 03Supplier OTIF from purchasing portals never joins inventory risk in one view.
- 04CRM account plans ignore real AR and margin from finance.
- 05B2B portal and sales-rep channels report volume differently.
How Power BI for Wholesale solves it
What changes when those systems feed a governed Power BI model.
- Implement Power BI for wholesale that connects ERP, WMS, CRM, and purchasing.
- Publish commercial and supply dashboards for revenue, margin, fill rate, and supplier OTIF.
- Give sales and operations one availability and backlog definition.
- Tie CRM account health to AR and margin for better coverage decisions.
- Automate refresh so wholesale reporting keeps up with daily order flow.
Why this work matters commercially
03
Commercial considerations
Wholesale organizations already manage the business in ERP, WMS, CRM, purchasing, and B2B ecommerce. 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.
Sales works CRM while availability lives in WMS/ERP—fill rate and margin debates dominate every Monday. Power BI for Wholesale 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 wholesale 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.
01Wholesale 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 wholesale 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 wholesale data already lives
Sales works CRM while availability lives in WMS/ERP—fill rate and margin debates dominate every Monday. Power BI consulting connects these systems of record into one governed reporting model.
01
ERP
orders, pricing, AR/AP, margin
02
WMS
picks, fill rate, inventory accuracy
03
CRM
accounts, sales coverage, pipeline
04
Purchasing / supplier portals
OTIF, lead times
05
Ecommerce / B2B portals
digital order channels
KPIs that support action
01
Fill rate
Orders fulfilled complete on first shipment from ERP + WMS.
02
Gross margin
Profitability by customer, product, or channel.
03
Inventory turns
Velocity of stock movement.
04
Supplier OTIF
Supplier deliveries on time and in full.
Recommended dashboards
Recommended wholesale dashboards
Power BI for Wholesale patterns we tailor to your systems, owners, and review cadence. Click any preview to expand.
Dashboard
Supply dashboard
Inventory, supplier service, purchasing, and shortage exposure.
- Connected to ERP, WMS, CRM, purchasing, and B2B ecommerce
- 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 wholesale performance review with owned actions
Monthly executive scorecard with variance commentary
Quarterly model improvements tied to adoption and ROI
Example reports
- 01Wholesale executive scorecard from governed Power BI measures
- 02Wholesale 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
- Implement Power BI for wholesale that connects ERP, WMS, CRM, and purchasing.
- Publish commercial and supply dashboards for revenue, margin, fill rate, and supplier OTIF.
- Give sales and operations one availability and backlog definition.
- Tie CRM account health to AR and margin for better coverage decisions.
- Automate refresh so wholesale reporting keeps up with daily order flow.
Frequently asked questions
05
Buyer questions answered
Original ordered SKU vs shipped SKU with a substitution flag. Fill rate can be line-complete or value-complete—measure descriptions lock one. ERP and WMS must share OrderLineId bridges.
Separate fact tables at claim/line grain linked to Customer and Vendor. Mixing rebates into product margin without timing rules inflates GP. Import after rebate period close; do not DirectQuery mid-calculation spreadsheets.
Nightly on-hand snapshots Import; operational pick-face screens may Dual. Query reduction on DC/SKU slicers for any DirectQuery path. Personal gateways at a single DC office are not portfolio architecture.
CRM tier and ERP AR ageing share CustomerId. DSO and fill rate appear together for coverage meetings. USERPRINCIPALNAME RLS for sales reps maps to account ownership—test View as after CRM owner changes.
Full history of order lines, broken folding after custom columns, and credential expiry in Manage gateways. Incremental on OrderDate with Detect data changes for late credits once capacity supports the policy.
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
Retail
Store margin and sell-through—POS, web, and inventory on one SKU day grain: connect POS, ecommerce, ERP inventory, merchandising, and loyalty CRM so leaders manage sales, margin, availability, and customer demand.
Logistics
Power BI for Logistics: Dashboards, Analytics & Implementation: connect TMS, WMS, telematics, ERP, and customer-service CRM so leaders manage OTIF, freight spend, dwell, and lane cost.
Manufacturing
Plant OEE and quality reporting from MES + ERP—without the night-shift Excel merge: connect ERP, MES, quality, maintenance, and inventory systems so leaders manage OEE, quality, cost, and on-time delivery.
Book a call about wholesale reporting
Talk through priorities, data sources, and a practical first Power BI release.