Case Study · Retail
[Date: pending]

Retail: Daily Truth by Store, Channel, and Product

What a retail engagement looks like: one executive dashboard for 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 sell through 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

[Client details pending approval. This page describes a typical engagement for a multi location retailer running Microsoft Dynamics 365 Business Central]

The Challenge

Retail decisions age fast. Merchandising, store operations, and finance each keep their own spreadsheets, monthly reports land after the season has moved on, and different teams bring different versions of the same figure to the same meeting

The Solution

Elara builds a unified data and analytics system on Microsoft Fabric, consolidating Business Central and store data into one governed model. On top of it: an executive reporting suite in Power BI, led by a single executive summary page covering every store and channel, refreshed daily

The reporting suite covers sales and margin by store, channel, and product, inventory turns and stock positions, and financial performance, 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

Pricing and purchasing decisions happen while they still matter, merchandising and finance work from the same numbers every morning, and month end stops being a spreadsheet rebuild. [Verified result figures pending]

[Client quote pending written approval]

[Name and title: pending]
Nick Triggs

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