Case Study: Automated Sales & Stock Intelligence for HB Pharma

Client:

HB Pharma

Industry:

Pharmaceutical Distribution

Project Duration:

Jul 25, 2023 – Aug 14, 2023

Service Provided:

Power BI Sales & Inventory Analytics

Overview:

HB Pharma, a major pharmaceutical distributor operating across various pharmacy chains, partnered with DataStudio to streamline and enhance their visibility into sales performance, stock levels, and product expiration risks. The goal was to reduce manual effort and enable smarter, faster commercial decisions across their retail network.

HB Pharma regularly receives sales and stock reports from multiple retail partners — each using different formats and timelines. This made it difficult to consolidate data, monitor trends, and act quickly on critical issues like soon-to-expire medications .

The key challenges were:

Fragmented reporting across pharmacy chains
Lack of a unified system to analyze product movement and stock levels
No automated way to detect and manage expiring inventory
Time-consuming manual processes that delayed insights

DataStudio built an automated, end-to-end Power BI solution , centered around a SharePoint-driven workflow :

Users simply drag and drop incoming Excel files from partner chains into designated SharePoint folders
The system automatically processes and consolidates the data
A comprehensive set of interactive Power BI dashboards displays:
Sales trends across products and locations
Inventory status and movement
Expiration alerts for medications approaching shelf life
Opportunities to reallocate slow-moving or expiring stock to better-performing locations

Case Study: Automated Sales & Stock Intelligence for HB Pharma

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