Business Intelligence and Power BI Reporting Consulting

We build the CANIAS ERP service layer, establish the Power BI connection, and design the full report set each department needs.

See your data in a whole new light

Microsoft Power BI’s data visualization capabilities, combined with the records coming from your ERP, turn your numbers into something you can share and discuss. With custom dashboards and multiple display options, you see your business results in a whole new light. By connecting Power BI and your ERP you can monitor sales, finance, production, and stock performance directly from your Power BI dashboards, and discover the benefits of placing operational data alongside the business metrics you look at every day.

See your data in a whole new light

Roadmap

Rollout steps

To use the connection you need a Power BI licence and an ERP-side service layer that feeds the data. We put both in place; all you need to tell us is which reports you need.

  1. 01

    Power BI setup

    Licence planning, creating workspaces, and defining users.

  2. 02

    Preparing the CANIAS service layer

    Designing and authorising the ERP services that will supply data to the reports.

  3. 03

    Establishing the connection

    Setting up the data flow between Power BI and the ERP, plus the automatic refresh schedule.

  4. 04

    Building the reports

    Designing, testing, and publishing the dashboards each department needs.

App screens

Views from sample dashboards

The same data set is arranged to answer different questions through bar, pie, heat map, and map visuals. Comparisons by year, region, or the same month in previous years change with a single click.

  • Sales and revenue dashboard

    Sales and revenue dashboard

    Opportunity count, sales stage, and revenue distribution on one screen, broken down by product group, period, and customer.

  • Operations dashboard

    Operations dashboard

    Filters across the top, KPI cards and charts below: users pick a year, period, location, or channel to narrow the report down to their own question.

Features

Modules and capabilities

Key features and descriptions included with this service.

Sales and revenue reports Highlight

  • Revenue distribution by main product group as a percentage pie chart, with yearly, periodic, and monthly options
  • Overall quantity sales by main product group (yearly, periodic, monthly)
  • Overall value sales by main product group (yearly, periodic, monthly)
  • Quantity sales by main product group for a specific sales department (yearly, periodic, monthly)
  • Value sales by main product group for a specific sales department (yearly, periodic, monthly)
  • Quantity sales by main product group for a specific customer (yearly, periodic, monthly)
  • Value sales by main product group for a specific customer (yearly, periodic, monthly)
  • Year-over-year revenue change in TRY and EUR (yearly, periodic, monthly)
  • Revenue distribution by province and each province’s share of total revenue
  • A table showing each customer’s periodic and annual target, actual amount, and pending orders
  • Revenue performance comparison against the previous year by dealer (monthly, periodic, yearly)
  • Quantity position by product item compared with previous years
  • The customers who buy the selected product item the most

Finance reports

  • Budget tracking
  • Customer risk
  • Supplier payment performance
  • Payable and receivable amounts and their due dates
  • Profitability analyses
  • Loan and policy payments

Inventory reports

  • Stock quantity and distribution by product group and warehouse
  • Stock circulation
  • Critical stock levels

Production reports

  • Production time and quantity
  • Scrap and reuse rates
  • Capacity and utilisation
  • Quality management for returned products
  • Energy consumption (where an analyser is available)
  • Personnel and workstation performance

Purchasing reports

  • Supply performance
  • Returns of raw materials and products made from them
  • Supplier payables
  • Price comparison
  • Supplier analysis by product and product group

Human resources reports

  • Staff turnover and payroll reports
  • Survey results (where surveys are run)
  • Training, certification, and personnel records

Mobile application New

  • CRM screens
  • Signature flows
  • Stock management
  • Real-time reports

Comparison and visualisation

  • Comparison by year, region, and the same month in previous years
  • Dashboard design with bar, pie, heat map, and map visuals
  • Changing period, location, and breakdown through filters
  • Controlled sharing with role-based permissions

Missing ERP groundwork

  • If you are not yet using the modules and fields that feed these reports, we provide ERP support to put that groundwork in place
  • Defining missing data fields and embedding them into your processes
  • Adding new dashboards as your reporting needs grow

Contact

Take the first step to grow your business

Get in touch to learn about solutions tailored to you.

Istanbul · Zaim Teknopark