Profitability analysis with BI automates data and improves operational efficiency

Category

Project

Area

Finance

Industry

Manufacturing

Company size

Large enterprise

Project duration

6 months

Challenge

The company faced significant challenges in analyzing contribution margins and profitability. The existing process, based on Excel spreadsheets, consolidated data manually and inefficiently, leading to delays, inconsistencies, and a lack of strategic insights. Issues such as the absence of dynamic visualizations, outdated data, analytical limitations, and the lack of a clear strategy for price negotiation and operational efficiency negatively impacted financial performance.

Proposed solution

Dojo developed a robust solution to consolidate all data into a Data Lake, enabling the integration of raw information and the creation of business rules directly within the platform. From there, an interactive Power BI dashboard was built, automating data flows and providing dynamic visualizations for detailed analyses.

The dashboard featured automatically updated data, including key metrics such as material costs, total costs, and contribution margins, along with tools to analyze clients, regions, market trends, pricing strategies, and operational efficiency across different segments.

Applied methodology

Results achieved