Retail and distribution

Power BI for retail and distribution

Power BI gives retail and distribution businesses a single view of sales, stock and margin across stores and channels. Veratas designs, builds and governs the deployment so every decision works from the same numbers.

Industry context

Reporting across stores, channels and the supply chain

Retail and distribution generate enormous transaction data, yet a clear view of trade is often hard to reach.

Sales come through tills, e-commerce, marketplaces and wholesale accounts. Stock sits in stores, distribution centres and in transit. Finance holds cost and margin, and each system reports on its own terms. A buyer judging which lines to repeat, or an operations lead checking availability, often pieces the answer together from several exports.

Power BI provides one reporting layer over those sources. A governed semantic model defines sales, units, margin, stock cover and sell through consistently, so a store manager, a buyer and the finance team read the same figures. Direct Lake on Microsoft Fabric lets large transaction histories be reported without slow refreshes, which matters at the scale retail data reaches.

The value is in the joins. Connecting sales to stock shows lost trade from gaps on shelf. Connecting sales to cost shows true margin after markdown rather than headline revenue. Connecting store and channel data shows where demand is really being met. That integration is an engineering task, and it is the work Veratas does before building dashboards.

Where it helps

Where Power BI supports retail and distribution

The reporting problems retailers and distributors ask us to solve first.

Sales and trading performance

Track sales, units and transactions by store, region and channel against plan and last year, so trading teams see performance daily and act while a trend can still be influenced.

Stock and availability

Bring inventory across stores, distribution centres and transit into one view, showing stock cover, lost sales from gaps and lines at risk of markdown, so buying and replenishment respond sooner.

Margin and markdown

Combine sales with cost and markdown to show true margin by category and line, so commercial teams protect profit rather than chasing revenue alone.

Store and channel comparison

Compare like for like performance across stores and channels with consistent measures, helping operations spot strong and weak locations and act on the difference.

Supply chain and distribution

Report on order fulfilment, delivery performance and distribution centre throughput so logistics teams keep stock moving to where demand is.

How we deliver

How Veratas delivers Power BI for retail and distribution

A delivery approach built for high volume, multi channel retail data.

01

Map channels and define measures

We work with commercial and operations teams to inventory till, e-commerce, ERP and inventory sources, and agree definitions for sales, margin, stock cover and sell through so every channel measures the same way.

02

Engineer the data foundation

We model sales, stock and cost data in Microsoft Fabric, using Direct Lake so large transaction histories report quickly in one reliable semantic model.

03

Build dashboards and paginated reports

We design role based dashboards for store, buying and executive teams, plus paginated reports for trading packs and supplier reviews, all from the governed model.

04

Deploy, govern and support

We size capacity, set refresh schedules, configure workspaces and row level security by store or region, and hand over with training, or run the platform as a managed service.

FAQ

Frequently asked questions

Quick answers to questions you may have. Can't find what you're looking for? Check out our full documentation.

Yes. Power BI can bring till, e-commerce, marketplace and wholesale data into one semantic model, usually through a Microsoft Fabric lakehouse. Trading teams then see total sales and channel mix from one governed source rather than separate channel reports.
It depends on the source and decision. Trading dashboards commonly refresh several times a day, and more frequently where the data supports it. We design the refresh strategy and Fabric capacity around how quickly your teams need to act on sales and availability.
Yes. We configure row level security so a store or region sees its own sales and stock, while head office sees the whole estate. The same report serves store managers and central buying without separate copies to maintain.
Both. Veratas delivers the full stack: the Microsoft Fabric data foundation, the semantic model, the dashboards and the governance around them. As an ISO and CMMI Level 3 accredited Microsoft partner, one accountable team owns it end to end.
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One view of trade

Speak to Veratas about a Power BI deployment that gives your stores, buyers and finance team one trustworthy view of sales, stock and margin.