Unified Financial and Sales Insights: From Raw Data to Executive Dashboards 1
- BI & Analytics, Dashboard Development, Data Engineering, Data Warehousing
The Challenge
A prominent manufacturer relied heavily on Microsoft Dynamics Business Central for reporting, limiting accessibility and flexibility for Finance and Sales teams. Data could not be combined across Microsoft Dynamics, E21, and Chempax, resulting in fragmented insights and limited cross business visibility.
Teams were unable to analyze multiple business units collectively, filter metrics at daily, weekly, or monthly granularities, or efficiently perform year over year comparisons. Strategic forecasting and consolidated reporting were cumbersome and manual.
Key pain points
Reporting restricted to Microsoft Dynamics Business Central
No unified view across Dynamics, E21, and Chempax
Limited multi entity reporting
No flexible time granularity or seamless YoY comparison
Business Goal
Data Unification
Consolidated three disconnected systems into a single analytics platform
Real Time Insights
Dashboards update directly from Snowflake for current visibility
Granular Analysis
Daily, weekly, and monthly filtering with dynamic comparisons
Executive Visibility
Finance and Sales dashboards tailored to distinct team needs
Tech Stack
What We Did
Approach
We designed and implemented an end to end modern data stack to centralize financial and sales data.
Data from Microsoft Dynamics Business Central, E21, and Chempax was ingested into Snowflake using Airbyte. For legacy systems E21 and Chempax, a one time data dump was performed to avoid unnecessary ongoing pipeline costs. For Dynamics, a custom connector was developed to extract required tables such as invoices, general ledger, and chart of accounts per business unit.
Using dbt, we modeled analytics ready datasets powering two purpose built dashboards. Finance and Sales data models were built independently with modular views and joined on standardized keys including date, account, and entity identifiers to ensure accurate rollups and real time tracking.
Power BI dashboards were connected directly to Snowflake, enabling interactive, real time reporting for executive and operational users.
Outcomes
80% Reduction in Manual Reporting Effort
Achieved through automation and streamlined data processes, reducing reliance on manual workflows.
5x Faster Access to Insights
Improved data accessibility and reporting efficiency enabled quicker analysis and decision-making.
100% Unified Data Across Core Systems
Consolidated multiple data sources into a single, consistent view for reliable reporting.
Real-Time Dashboards Replacing Static Reporting
Enabled dynamic, up-to-date visibility into key metrics through interactive dashboards.
Improved Forecasting and Year-over-Year Analysis
Enhanced data consistency and accessibility supported more effective trend analysis and planning.
Related Work
