Pickle company increased product sales visibility with Power BI

Client background

This company has been making quality pickle products and is the world’s number one producer of individually wrapped pickles.

The business challenge

The client had been growing consistently over the years and needed increased visibility into their overall product sales. This visibility included top level management reporting all the way to customer level dashboards for in-person sales visits. Their existing ERP system and reporting package didn’t provide the level of detail and analytical flexibility necessary to meet their needs.

Strategy and solution

Baker Tilly worked with the executive and sales teams to create a new analytical model that covered both customer detail as well as high level executive reporting. Using Power BI, the team was able to develop and implement a new interactive dashboard showing sales over time by product, customer and sale representative. Additionally, the client’s team was able to leverage the integration of Power BI and Excel to do additional ad-hoc analysis without heavy IT support.

Baker Tilly was able to improve the overall quality of reporting at the company, as well as provide an interactive user experience. With these changes, the client gained daily access to historical and detailed information to run their business.