Setting Up a Weekly Retail Trading Report in Power BI for a Multi-Brand Retailer
A multi-brand retailer had four teams producing four weekly spreadsheets with different KPI definitions. One agreed definition sheet, a weekly retail trading report in Power BI and a reporting calendar with named owners replaced them.
Weekly Retail Trading Report Challenge at the Multi-Brand Retailer
Buying, planning, finance and e-commerce each produced their own weekly spreadsheet, with a different definition of sell-through, margin and stock.
Every Monday meeting started with reconciling the numbers, and preparing the files took about two days of manual work each week.
- Four competing weekly reports
- No written KPI definitions
- Two days of manual preparation every week
What Was Done to Set Up the Weekly Retail Trading Report
Retail KPI Definitions Agreed by All Teams
One definition sheet with formulas, sources and owners, signed off by every team.
Weekly Trading Report Built in Power BI
Pages that follow the Monday meeting agenda, from total sales to SKU detail.
Reporting Calendar and Report Owners
Who prepares, checks and presents each part of the report, and when.
Weekly Retail Trading Report Results in Numbers
saved per month
weekly report
KPIs with an owner
Tools Used in the Weekly Trading Report Project
Power BI Weekly Trading Report
Weekly refresh and views by brand and market.
Excel KPI Definition Sheet
Formulas, sources and owners in one place.
Related Service: Setting Up Retail Reporting Processes and Analytics Teams
A reporting calendar, report owners and KPI definitions, so numbers are agreed once and reused in every meeting.
The report got simpler once everyone agreed what it was for.
Related Retail Analytics Articles
Weekly Retail Trading Report in Power BI Case Study FAQ
The project took five weeks. Agreeing the KPI definitions with buying, planning, finance and e-commerce came first; the Power BI report and the reporting calendar were built on top of them.
Weekly sales, stock, receipts and margin by brand and market, plus the four existing spreadsheets, which showed how each team calculated its figures. Those spreadsheets were the starting point for the shared definition sheet.
The Monday meeting now uses one report with agreed definitions instead of four competing spreadsheets. Every KPI has an owner, and a reporting calendar says who prepares, checks and presents each part.
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