Business Intelligence

Regional FMCG Distributor

One live dashboard, one governed number for every metric — replacing a reporting cycle built on spreadsheets and disagreement.

The Challenge

Sales, finance and operations each brought their own version of the same numbers into leadership meetings. One core metric even showed 0% for some managers because it was calculated differently across dashboard views. Meetings opened with reconciliation instead of decisions, and by the time a report was exported, formatted and circulated, the numbers it described were already days old.

What We Built

How we delivered it

01

Consolidate the exports

Replaced scattered spreadsheet exports and department-specific reports with a single live dashboard covering sales, returns, coverage and territory performance.

02

Govern one definition per metric

Traced every conflicting number back to its formula, agreed one definition per metric with the business, and applied it consistently across every dashboard view — including the metric that had been silently wrong for some managers.

03

Make it always current

Moved reporting from a periodic export-and-circulate cycle to a live dashboard that reflects the latest data the moment it loads — no more asking whether a number is this week's or last week's.

1

Governed metric library

0

Conflicting numbers in the room

Live

Always-current, not a static export

Part 1 of 3 — Same Client, One Ongoing Engagement

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