The company previously relied on fragmented and manually prepared Excel files to track key performance indicators across multiple dimensions — including products, sales reps, channels, and regions. This made it difficult to get a holistic, real-time view and slowed down decision-making.

Additionally, monthly debtor data was stored in separate Excel files by year and month, which limited the ability to track historical patterns or conduct consolidated analysis.

DataStudio developed a suite of Power BI dashboards focused on:

• Sales performance by product, region, sales channel, and individual preseller

• Payment trends and debtor tracking

• A built-in VAT toggle, allowing users to view figures with or without 18% VAT, supporting flexible financial analysis

• A fully automated consolidation process for receivables:

  • Monthly Excel files are placed in a shared folder, with a naming format (e.g., 012023, 022023)

  • The system combines and updates these files into a live debtor database, enabling dynamic receivables analysis

The new system gave Marussia Beverages:

• A single source of truth for all key sales and receivables metrics

• A dramatic reduction in manual work thanks to the automated debtor data integration

• Enhanced visibility into top-selling products, sales trends, and payment dynamics

• The flexibility to analyze numbers from both commercial and financial standpoints (via VAT filtering)

The Power BI dashboards are now used across teams for ongoing performance monitoring and planning.