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Management reporting
Retiring a 40-tab spreadsheet used for monthly reporting
Distribution business
Problem
Monthly reporting meant exporting from four systems into a fragile spreadsheet. It took two days, only one person understood it, and any question required rebuilding the whole thing.
Solution
An automated reporting layer pulls from every source system on a schedule, reconciles the figures, and presents them in a dashboard where leadership can filter by site, period and product without asking anyone.
Result
- 2 days
- of monthly reporting removed
- Daily
- figures instead of monthly
- 1
- source of truth across all sites
Leadership stopped waiting for reports. Questions that used to take a week to answer are now answered during the meeting.
Technical details
- Architecture
- Scheduled extraction into a warehouse schema, reconciliation and aggregation jobs, and a query-cached dashboard layer.
- Technologies
- Python · PostgreSQL · React · TypeScript
- Integrations & APIs
- ERP exports · Point-of-sale API · Spreadsheet import for legacy history
- AI / decision logic
- Anomaly flagging on key metrics so unusual figures are surfaced rather than searched for.
- Deployment
- Scheduled jobs with alerting on failed loads and stale data.
Does this sound like your business?
Tell me which process costs your team the most time and I will tell you honestly whether it can be removed.
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