Independent portfolio

UK Wholesale Analytics Platform

A representative scenario showing how fragmented operational data can become governed management information.

Independent portfolio project — representative scenario, not a client engagement. No client results, screenshots or performance outcomes are claimed.

Business problem

The scenario models a wholesale business using separate operational extracts for orders, inventory, products, customers and supplier activity. Leaders need a consistent view of sales, margin, stock position and customer performance without manually combining files.

Source systems and ingestion

The representative design accepts ERP extracts, inventory movements, supplier files and controlled Excel inputs. Ingestion validates expected columns, types and load dates before data is promoted.

Architecture

BronzeRaw, traceable source records
SilverCleaned, conformed data and quality checks
GoldCurated facts, dimensions and business rules
Power BISemantic model and management reporting

Data quality and semantic model

The design includes checks for missing keys, duplicate records, invalid dates and reference-data mismatches. A star-schema semantic model provides common definitions for sales, margin, stock, product, customer and time analysis.

Example management information

InventoryStock availability, ageing and exception views
SalesTrend, channel, customer and category analysis
MarginProfitability by product and customer
CustomersContribution, retention and buying patterns
SuppliersPurchasing and operational insight
ManagementExecutive KPI summary and drill-through

Technical architecture and lessons

The platform is designed to make lineage and validation visible before reporting is trusted. The key lesson is that dashboard design follows business definitions and a robust data model—it cannot compensate for uncontrolled source data.

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Related service

Wholesale / Distribution Analytics-as-a-Service →