Case Study · Agriculture
[Date: pending]

Agriculture: Margin Visibility Across the Season

How an agriculture and nutrition company got one executive view of sales, margin, and inventory built on Dynamics 365 Business Central, Power BI, and Microsoft Fabric
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Placeholder: executive summary dashboard
[X%]
margin or yield improvement [verified figure pending]
1 page
executive summary covering the whole operation
[X hrs]
of monthly manual reporting eliminated [verified figure pending]
Daily
refreshed numbers instead of month end lag

The Client

A Canadian agriculture and nutrition company with a 30 person sales team runs its business on Microsoft Dynamics 365 Business Central, with sales, inventory, and finance each generating their own stream of data

The Challenge

Leadership and a large sales team needed to see the business as one picture: sales, margin by product and season, and inventory. Instead, every month meant exporting data to Excel, stitching together workbooks, and presenting numbers that were already weeks old. Different teams brought different versions of the same figure to the same meeting

The Solution

Elara built a unified data and analytics system on Microsoft Fabric, consolidating Business Central and operational data into one governed model. On top of it: an executive reporting suite in Power BI for the leadership team and the sales organization, refreshed daily

The reporting suite covers financial performance, sales and margin by product, customer, and season, and inventory visibility, with drill through from the executive page to transaction level detail

Technology Used

Dynamics 365 Business Central
Microsoft Fabric
Power BI
OneLake
Azure

The Results

The team now works from one trusted view instead of rebuilt spreadsheets, and the sales organization sees its numbers without waiting for month end. In the client's words, the reports helped them understand the business in ways they did not have visibility into before. [Verified result figures pending]

“Nick and his team built Power BI reports for our 30 person sales team that are second to none. Beyond the reports themselves, they helped us understand our business in ways we just did not have visibility into before.”

Marketing Director, Agriculture and Nutrition Company
Nick Triggs

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