Power BI for Customer and Product Profitability Analysis: How to Identify Hidden Losses in Your Business
The sales director opens the monthly report and sees a reason to celebrate: a key customer has increased its order volume by 18%, while one product has generated record revenue. A few days later, however, the finance department reports that the company’s operating profit has declined. The problem lies beyond the scope of a standard sales report. The customer regularly receives discounts, places small and urgent orders, requires custom deliveries, frequently uses support services, and pays invoices late. The popular product, in turn, generates numerous returns, costly production changeovers, and expedited shipments. Sales are growing, but instead of contributing to profit, part of every transaction is covering costs that remain invisible at the invoice level. Power BI makes it possible to combine this information and show where the company is actually making money and where it is merely increasing revenue.
