Retail Financial Analytics Platform Case Study
Unified financial insight across consolidated multi-entity retail operations
Retail Financial Analytics | Executive Overview
Unified financial insight across multi-entity retail operations
Sales $
+15.72%
Previous: $176,184,835
Costs $
+16.51%
Previous: $120,436,176
Gross Profit $
+14.36%
Previous: $55,574,865
Gross Margin %
-0.40%
Previous: 31.6%
Sales $ Variance
$27,689,247
Costs $ Variance
$19,882,138
Gross Profit $ Variance
$7,807,109
Gross Margin % Variance
-0.5%
*Dashboard simulated to respect customer confidentiality though based on actual project objectives
Customer Background
A national retail cooperative consisting of luxury brands required a unified way
to view consolidated financial performance across their independently operated entities.
Fragmented reporting, disconnected systems, and inconsistent data quality created barriers
to enterprise-level financial transparency.
Objective
The objective was to build an internal financial analytics platform capable of aggregating
sales, cost, and profitability data across dozens of entities. The platform needed to enforce
role-based access, support multi-entity reporting, and deliver standardized KPIs and P&L metrics.
Approach
- Data Integration – Connected accounting systems and operational sources using secure connectors.
- Data Modeling – Designed a unified semantic model supporting financial, sales, and profitability KPIs.
- Power BI Dashboards – Delivered iterative dashboards for sales variance, margin analysis, and benchmarking.
- Governance – Implemented access controls, metric definitions, and validation workflows.
Outcomes
- Standardized enterprise-wide visibility across financial and operational metrics.
- Accurate variance reporting and real-time profitability monitoring.
- Improved decision-making for executives, finance, and entity owners.
- Scalable foundation for future cloud-native financial data integration.