Power BI is a data visualization and business intelligence tool that can help improve the commercial area in several ways. By providing real-time insights and interactive dashboards. Businesses can gain a deeper understanding of their data and make informed decisions to drive growth. Microsoft Power BI offers a panoramic and graphic view of all the data of a company to improve strategic decision making.

Commercial Iberia SL, experts in the production and marketing of plant nutrition products. Has relied on Dynamics Square Canada to improve its data visualization and management process through Business Intelligence.

The challenge was to develop a fully customized system where they could analyze all their commercial information in real time and autonomously.

starting situation with Power BI

Commercial Iberia needed to have a management system that would allow them to visually analyze the evolution of their sales and the execution of the budget of their commercial department with Power BI. It was also necessary to implement a system that offered them full control of spending according to the budget.

Previously, they exported all of this data through separate reports generated by their ERP. By not having a business intelligence tool that would link all this information, the following drawbacks were identified:

Visual deficiency to make quick and intelligent decisions.
Ignorance of the real state of the department.
High investment of time to manage daily sales reports.
Problems to standardize and analyze the growing information.
Difficulty planning the sales objectives of their sales representatives.

Solution with Power BI

Goals

The most important thing for Commercial was to extract all the information related to its commercial activity and display it in real time and autonomously.

The objective was, on the one hand, to improve the monitoring of commercial operations through a series of indicators that allow a detailed analysis of expenses and sales. And, on the other hand, to eliminate manual and repetitive tasks that could lead to errors .

Power BI integrates with a range of data sources, making it easy to consolidate, analyze, and share data across teams and departments. The tool’s intuitive interface also allows for quick and simple data analysis, even for those without prior technical expertise. By leveraging the power of Power BI, businesses can streamline processes, gain valuable insights, and ultimately, improve the commercial area.

The challenge

Through the corresponding technological consulting sessions and taking into account that Commercial already worked with other Microsoft applications. The Dynamics Square Canada team offered Microsoft Power BI: a data analysis tool that allows you to have a historical perspective on all actions business and prepare reports.

By connecting Power BI to their ERP Dynamics NAV. A data management and analysis program was developed based on their sales and business costs. In this way, they began to make much more agile decisions and focus on their best products, sellers, distributors and customers.

Among all the functionalities that were developed within Microsoft Power BI we can highlight:

Visualization of the data generated in your ERP in real time and graphically.
Evolution of your billing and sales.
Analysis of sales by commercial, geographical area, client or even distributor.
Analysis and profitability of your best products.
Greater control of the budget and spending margins of your sales representatives.
Complete reports of all your commercial activity.

By being able to visualize any data from its commercial department with Power BI in real time and in a much faster and more operational way. Commercial has managed to improve strategic decision-making that generates greater value for its business.

The result of your system is defined by highlighting the following benefits:

Improved efficiency in decision making.
Administrative savings in manual data extraction.
More focused executive staff.

Conclusion

Power BI is a data visualization and business intelligence tool that can help improve the commercial area in several ways. By providing real-time insights and interactive dashboards. Businesses can gain a deeper understanding of their data and make informed decisions to drive growth. Additionally, Power BI integrates with a range of data sources, making it easy to consolidate, analyze, and share data across teams and departments.