Solution pattern
Management Analytics and Dashboard System
A management dashboard connecting sales, finance, warehouse and branch metrics through Power BI and a unified data model.
Challenge
When data remains split across Excel, POS, warehouse and accounting systems, leadership sees different versions of the same metric and decisions slow down.
Proposed system
Data sources are structured, core KPIs are agreed and Power BI views are built for leadership, branch and operations teams.
Main modules
- Data integration
- KPI model
- Power BI dashboard
- Role-based views
- Automated refresh
Architecture overview
API, SQL and file sources connect to an integration layer, while the cleaned data model feeds dashboard and reporting modules.
Security considerations
- Role-based data views
- Controlled source-data access
- Refresh and change audits
Potential integrations
- Excel
- POS
- ERP
- SQL database
- Warehouse system