Key results
saved by automating reporting across Sales, Finance & Operations
in stockouts through real-time inventory and procurement insights
collections with AR tracking across customer aging buckets
into margin, churn, rep performance, and cost changes
About the Client
The client is a U.S.-based Mexican food distributor serving restaurants, grocery chains, and foodservice businesses. Their business spans wholesale B2B distribution, walk-in stores, and cloud kitchens. With NECS Entree as their operational system, they needed a unified analytics platform to streamline reporting across finance, inventory, and sales.
Key Challenges
Manual extraction of reports from NECS with limited drill-down and flexibility
No consolidated KPIs to monitor margins, stockouts, AR aging, or rep performance
Spreadsheet-driven reporting caused delays, inaccuracies, and lack of accountability
Our Approach
- Centralized operational and financial data in a Snowflake-powered warehouse
- Built 15+ dynamic dashboards in Tableau for Sales, Inventory, Account Receivables, Account Payables, and Margin analysis
- Enabled business users to explore performance by rep, region, customer type, and time period
Implemented Solution
Centralized & Automated Data Infrastructure
- Integrated NECS Entree with custom connectors to extract operational and financial data
- Structured core datasets in Snowflake: Sales, Margins, Inventory, AR/AP, Costing
- Built automated pipelines with daily refresh and anomaly alerts
Business Intelligence & KPI Reporting
- Created dashboards for KPIs, Rep Scorecards, Churn, AR Aging, Vendor Cost Trends
- Enabled multi-level filtering across product lines, reps, and customer segments
- Standardized reporting for consistent insights across departments
Data-Driven Decision Enablement
- Finance accelerated collections and credit monitoring through AR visibility
- Sales prioritized at-risk customers using churn and retention insights
- Procurement optimized vendor spend using cost trend and scorecard analytics
Technologies Used
