It’s Monday and leadership wants to know how the week went in each store. The answer is spread across the POS, accounting and several spreadsheets someone builds by hand. And when it finally arrives, the numbers don’t match.
Twelve stores, three sources and no reliable number
NOOR is a group of stores with its own locations and franchises. Sales lived in the POS (Square) and accounting in Holded. Seeing how each store was doing depended on weekly spreadsheets, and nobody fully trusted the numbers.
The first attempt didn’t work, and we said so
The first version pulled reports from the POS and built the profit and loss in Power BI. It wasn’t enough. A new store was missing because nobody announced openings, the POS returned old product categories and Power BI didn’t fit a team that works on Macs. The numbers didn’t match.
We put it on the table and changed approach. A platform of their own, data first and screens second. Five days later it was running on real data.
What we built
- From group to store. The whole group, all stores or a single store, franchises included.
- Real-time profit and loss, from each store’s EBITDA to the group result.
- Like-for-like comparisons and PDF export.
- Role-based access, under way. Leadership, investors and store managers will see what’s theirs.
- A process for every new store, so no opening is left out again.
Reconciling to the cent
Before showing a single screen, we reconciled the numbers with the finance team, month by month and account by account. When a difference appeared, we explained it down to the last cent. Some turned out to be accounting adjustments we handed back to the client to review.
The result
Leadership sees every store and the group on one screen, with numbers that match the POS and accounting, and nobody builds spreadsheets on Mondays. Every view loads in two or three seconds.
