From Excel Reporting to BI: When to Make the Move, How to Do It and What to Watch Out For
Moving from Excel reporting to BI stops broken formulas and conflicting numbers. Learn the warning signs, a 6-step migration plan and where Excel still fits.
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A BI dashboard is a management reporting tool that pulls data automatically from your ERP, CRM, production and e-commerce systems and shows sales, production, stock and finance KPIs on one screen. We build custom BI dashboards that calculate each KPI with your own business rules, refresh on a set schedule and let managers drill down to invoice level.
Sales figures live in the ERP, quotes in the CRM, output in the MES and online orders in marketplace portals. Before every management meeting someone merges them in a spreadsheet, a formula slips, two departments report different revenue, and the meeting turns into a debate about whose number is right.
We fix this at the source. We build BI dashboards that connect directly to your systems, calculate every figure using your own business rules and show everyone the same number. Reports refresh on a set schedule, and a manager can click from a headline KPI down to the individual invoice or work order. The hours spent compiling reports go back into analysis and decisions.
Revenue, gross margin and target attainment, broken down by product, customer, region and sales rep. Year-on-year comparison and trend lines on one screen.
OEE, scrap rate, planned versus actual output, downtime reasons and maintenance cost. With SCADA or MES connected, line status is visible during the shift rather than at month-end.
Customer segments, order frequency, accounts that have gone quiet, pipeline value and conversion rate per rep. Data flows in automatically from your CRM.
Stock turnover, slow-moving stock, supplier delivery performance and order fulfilment time, with alerts when items fall below their minimum level.
Receivables and payables ageing, upcoming collections, budget versus actual and departmental spend, pulled from your ERP's accounting module.
A single page for the MD and the board: revenue, cost, output and any KPI that has crossed its threshold. Opens on a phone, and can be emailed every morning.
Power BI and Tableau are capable tools, but someone still has to encode your calculation rules, map your ERP's table structure and decide who sees what. With custom development we take that on from the start: KPIs follow your definitions, access follows your roles, and adding users does not add licence fees. If your data is scattered, we usually recommend organising it in a data warehouse first; if departments define the same KPI differently, a data governance and quality exercise comes before the dashboard.
A BI dashboard is a management reporting tool that pulls data automatically from your ERP, CRM, production and e-commerce systems and shows KPIs on one screen. An Excel report is a snapshot rebuilt by hand, where formulas slip and departments end up with different revenue figures. A dashboard refreshes on a set schedule, shows everyone the same number and lets managers click down to invoice or work-order level.
We connect to SAP, Logo Tiger/GO, Mikro, Netsis and custom ERPs; Trendyol, Hepsiburada and n11 marketplace APIs; Google Analytics and Google Ads; and MySQL, MSSQL and PostgreSQL databases. SCADA and MES databases, IoT sensor time-series data and any system with a REST API can also be sources, and Excel or CSV files can be used during the transition.
Sales and revenue (revenue, gross margin, target attainment), production and operations (OEE, scrap, downtime reasons), customers and the sales team (segments, pipeline value, conversion per rep), inventory and supply (stock turnover, slow-moving stock), finance and cash flow (receivables and payables ageing, budget versus actual), plus a one-page executive summary for the MD and the board.
Power BI and Tableau are capable tools, but someone still has to encode your calculation rules, map your ERP's table structure and decide who sees what. With custom development we take that on from the start: KPIs follow your own definitions, access follows your roles, and adding users does not add licence fees. If your data is scattered, we usually organise it in a data warehouse first.
Yes. Reports, including the executive summary, open on a phone. The one-page summary for the MD and the board shows revenue, cost, output and any KPI that has crossed its threshold, and it can be emailed every morning. Alerts can also be set up, for example when stock items fall below their minimum level.
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