Managing an array of franchise restaurants, a key decision-maker struggled with compiling reports for performance comparison and a comprehensive overview. Their data was fragmented across separate excel reports for each entity. This resulted in a time-consuming and inefficient process, preventing the manager from gaining a holistic view of the organization's financial performance.

Solution

We rolled out a dynamic Power BI report that consolidates data from all the entities on a daily basis. This report enables easy comparison of financial metrics across restaurants, allowing for comprehensive analysis of the organization's performance. By having a centralized report, the individual can easily identify top-performing and bottom-performing entities, facilitating informed decision-making and strategic planning.

Impact

Comprehensive Financial Analysis: Analysis of financial performance as a whole, allowing for a better understanding of the organization's overall financial health.
Regional and Company-Level Metrics: By providing a breakdown of financial metrics by region or individual company, this allows for a detailed analysis of performance at different levels, highlighting strengths or weaknesses and assisting in resource allocation and strategic planning.
Time and Cost Savings: The streamlined reporting process allows for quicker access to critical financial information, reducing administrative burdens, and enabling the team to focus on in-depth analysis and actionable insights.

Consolidate Data for Overall Financial Analysis

Problem

Solution

Impact

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