Our Power BI Services for Wholesale Companies
Power BI is a business intelligence and data visualization tool that allows you to connect to various sources of data, analyse them, and create interactive reports and dashboards. Power BI can help wholesalers to transform their operations and meet the customer demands by providing them with actionable insights into their performance, inventory, customers, employees, and competitors.
We are a Power BI Consultancy for wholesale companies who want to take control of their data.
We provide the following:
End-to-end Power BI projects from start to finish
Managed service - choose the best SLA for your goals
Training for your BI and finance teams
Features of Power BI that are useful for Wholesalers
Data connectors:
Power BI can connect to hundreds of data sources, such as SQL Server, Azure, Google Analytics, Excel and more. This allows wholesalers to analyse data from their business, such as ERP systems, vehicle tracking systems and freight management,. This integration allows companies to optimize stock levels, pricing and market trends.
Enhanced Data Visualization:
Power BI allows wholesalers to create interactive reports and dashboards that provide real-time insights into sales performance, inventory levels, customer behavior, and market trends. These visualizations can make complex data more understandable and actionable.
Collaboration and Reporting:
Power BI’s cloud-based nature facilitates easy sharing of reports and dashboards among team members, regardless of their location. This improves collaboration and ensures that everyone is working with the latest information.
Semantic models:
Power BI can build semantic models (datasets) that define the relationships and calculations among the data elements. Semantic models enable transport companies to create consistent and accurate measures and calculations across their data sources, and use them in their dashboards and reports.
Q&A:
Power BI can answer natural language queries from the users, and provide visual and textual responses. Q&A allows transport companies to ask questions about their data in their own words, and get instant answers without writing any code or formula
Benefits of Power BI for Wholesalers
Better Supplier Management
Analysing supplier performance, lead times, and pricing data in Power BI can help wholesalers negotiate better terms, identify alternative suppliers, and minimize risks associated with supply chain disruptions.
Increased Customer Satisfaction
Insights into customer buying behaviour and preferences can help wholesalers tailor their offerings, improve service levels, and build stronger relationships with their retail partners. This can lead to increased loyalty and sales.
Market Trends and Opportunities
Power BI’s ability to analyse large volumes of data from various sources can help wholesalers identify emerging market trends and opportunities. This includes new product categories, geographic markets, or customer segments.
Streamlined Operations
By integrating data from various sources, such as ERP (Enterprise Resource Planning) systems, CRM (Customer Relationship Management) tools, and supply chain management software, Power BI can help wholesalers streamline operations and improve efficiency across their business
Our Wholesale Experience
Simon Harrison ACMA our founder has decades of experience in wholesale
10 years at Sports Direct, starting as a finance manager. Promoted through to the senior management team as the Head of Operational Finance and Analytics. Working with board members to deliver strategic financial planning for Sales, Margins, Inventory cover. Responsible for the alignment of departmental budgets to the headline company budgets
Simon built a team of analysts, based upon a core skillset of either commercial finance or technical analytics. His role included the leadership of the team of analysts across the business, with representation within functional departments including Buying, Merchandising, E-Commerce, Marketing, and Finance. Fostering knowledge transfer and sharing of best practices.
The aim was to drive confident decision-making as widely as possible, by becoming a data-driven organisation.
Simon began his career at Wm Morrisons Supermarkets, starting as a student working part time and then pursuing a career in Finance. Simon spent 10 years in Senior Management heading up finance in a £300m food manufacturing subsidiary. With responsibilities for systems implementation of finance and ERP systems
Coming from a shop floor background Simon used his experience to enhance his effectiveness in leadership positions. Able to understand how changes to product and processes would flow through to the customer experience
Since moving into the consulting industry Simon has worked with a number of retail clients, applying his experience as a Power BI Expert to deliver actionable insights and scalable reporting solutions.
We work closely with your team to make sure it all goes smoothly
We take a deep dive in your reporting set up
We provide full strategy and training
Service led business
Mapped out five-step process
Examples of Our Work
Frequently Asked Questions: Power BI for Wholesalers
How can Power BI help manage complex wholesale rebates?
Wholesale margins often depend on complex retrospective rebates from suppliers. We build custom Power BI models that track your purchasing volumes against supplier agreements in real-time. This ensures you never miss a volume tier and can accurately forecast your true Net-Net cost and gross margin.
Can Power BI integrate data from our legacy ERP or Warehouse Management System?
Yes. Wholesalers often rely on established systems like Sage, Microsoft Dynamics, or bespoke SQL-based ERPs. We specialize in extracting data from these "siloed" systems and combining it with modern data sources (like CRM or Excel) to give you a unified view of your operations without needing to replace your existing software.
How does BI improve inventory management and "Slow-Mover" identification?
Power BI allows for advanced Inventory Ageing and Stock-to-Sales analysis. We create dashboards that highlight stagnant stock and "slow-movers" across multiple warehouse locations. This helps you optimize cash flow by identifying exactly which product lines need clearing and which high-demand items require replenishment.
Can we track Sales Rep performance and customer buying patterns?
Absolutely. We develop interactive reports that allow you to drill down into performance by territory, account manager, or customer group. You can identify "Gap Analysis" opportunities—where a customer is buying Product A but not the complementary Product B—enabling your sales team to have more data-driven, proactive conversations.
We have millions of rows of transaction data; can Power BI handle the volume?
Power BI is designed specifically for "Big Data." Unlike Excel, which struggles with large datasets, Power BI uses a compressed data engine that can process millions of rows of wholesale transactions instantly. You’ll get lightning-fast insights into years of historical data, allowing for accurate year-on-year (YoY) trend analysis.