Why three sales reports can show three different totals
When the board pack, the accounting system and a sales export disagree, the cause is usually a difference in definition, not a mistake. These are the differences worth checking first.
Insights on management reporting
Practical notes on sales reporting, spreadsheet exports and monthly reconciliation for wholesale, distribution and manufacturing businesses in Ireland.
How to prepare Excel exports for Power BI
Power BI can read Excel workbooks and CSV files, but the layout of an export decides how much work it takes to load. A few habits make exports far easier to use every month.
Management reporting for wholesale and distribution businesses
Wholesale and distribution businesses run on margin, stock and cash. This is a practical outline of what a monthly management pack and day-to-day reporting can cover.
What a monthly sales reconciliation should check
A short checklist for reconciling monthly sales between a management report and the ledger, and for recording the differences that remain.
Talk through your reporting.
Tell us which systems you use and what you need from your reports.