Retail finance performance intelligence
From 3-day month-end pack to 4-hour live finance board
A multi-channel retail operator replaced a manual Excel-driven P&L process with a live Power BI finance intelligence layer — cutting monthly close from three days to four hours and giving commercial teams margin visibility by channel, category, and store for the first time.
Monthly close cut from 3 days to 4 hours
Gross margin visible by channel, category & store
Zero manual Excel consolidation in the finance team
Net Rev
£4.2M
GM %
54.1%
Net revenue
£4,523,000
All channels YTD
Gross margin %
53.1%
Avg across categories
Opex ratio
22.3%
Opex as % of revenue
EBITDA
£1,373,230
Before exceptionals
Monthly net revenue
YTD revenue trend across all channels.
Revenue by channel
YTD contribution ranked by net revenue.
Gross margin mix by category
Where margin is generated across the portfolio.
Finance intelligence alerts
Model-driven observations from current trading data.
Online margin ahead of plan
Online gross margin of 54.2% is 3.1pp above budget, driven by lower returns rate and improved fulfilment mix.
Wholesale opex ratio creeping up
Wholesale opex ratio has risen 1.8pp quarter-on-quarter — logistics cost increase not yet offset by volume leverage.
Footwear underperforming on EBITDA
Despite above-plan revenue, Footwear EBITDA is 6% below target due to markdown depth in Q1 clearance activity.
Finance pack time eliminated
End-to-end monthly close now runs in under 4 hours, compared to 3 working days prior to implementation.
Presentation-ready concept
This demo is designed to sell the operational idea first, then transition into Power BI or a production data product.