Retail · Industry Solution

Business Intelligence for Retail

In retail, having store, e-commerce and wholesale channels meet in a single stock pool requires functions to work with accurate, real-time, channel-agnostic data. Business intelligence integrated with Microsoft Power BI. View your ERP data on dashboards; monitor finance, sales, production and inventory performance in real time, and base decisions on data with role-specific reports.

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Retail context

Why Business Intelligence works differently in Retail

In Retail, omnichannel retail center on sector-specific concepts such as SKU management, store-e-commerce-wholesale channel, price and campaign. In retail, having store, e-commerce and wholesale channels meet in a single stock pool requires functions to work with accurate, real-time, channel-agnostic data.

Qera ERP's Business Intelligence module is set up around how the retail sector works: Tracks revenue, margin and stock turnover by channel, store and SKU on dashboards.

When store, online and wholesale stock is kept separately, the same product sells out in one place while sitting idle in another.
When campaigns, discounts and price changes are updated by hand across channels, inconsistency and errors appear.
When customer purchase history is scattered, loyalty and repeat-sale opportunities are missed.

Capabilities

How Qera Business Intelligence works in Retail

The core capabilities of the Business Intelligence module, described for the SKU and sales channel needs of the retail sector.

Live integration with ERP data

Data from the accounting, finance, CRM, sales, production and warehouse modules is visualized instantly on Power BI dashboards.

Financial data analysis

Monitor cash flow, income-expense, budget vs actual and receivable-payable status with charts and interactive reports.

Sales and production performance

Follow the sales pipeline, best-selling products, production efficiency, machine downtime and stock turnover in charts.

Role-specific dashboards

Design custom dashboards for finance, sales and production managers that show only their own areas; everyone reaches important metrics instantly.

Advanced filtering and querying

Filter, drill into and compare reports across different time ranges; for example, examine by quarter, region or product group.

Real-time data updates

Thanks to live integration between the ERP and Power BI, every piece of data entered into the system is reflected instantly on the dashboards.

Outcomes

What it delivers for your Retail business

What you see in retail operations once it is set up properly.

Data from all modules is shown on the same dashboards, so departments do not keep separate spreadsheets.
Dashboards update in real time, so you decide from current figures.
Each manager sees a dashboard with the metrics for their own area only.
Trend analysis lets you see future needs in advance and plan for them.

Explore further

Full details of the Business Intelligence module, the Retail sector page and other Retail solutions.

Module Business Intelligence module Review all of the module's capabilities and FAQs. Sector Retail sector An overview of all Qera solutions for Retail. For Retail Sales Management Explore the Sales Management solution in the Retail sector. For Retail Inventory & Warehouse (WMS) Explore the Inventory & Warehouse (WMS) solution in the Retail sector. For Retail CRM Explore the CRM solution in the Retail sector.

Let's plan Business Intelligence for Retail together

Get in touch for a demo tailored to the specific needs of the Retail sector.

Request a Quote Retail sector