Strong growth, just below plan
Revenue reached approximately $12M with 33.7% YoY growth and 98.1% target attainment.
POWER BI PORTFOLIO CASE STUDY
Asteron Distribution Group
From scattered source files to a three-page management reporting system covering revenue, profitability, customers, sales performance, and inventory risk.
Fictional company • Synthetic dataset • Built to demonstrate Jix Analytics & Advisory capabilities
$12MRevenue
33.7%YoY growth
98.1%Target attainment
50KTransactions
THE CHALLENGE
Management had data, but not one reliable view of performance.
Asteron's sales, customer, target, product, and inventory information was represented across multiple business files. We set out to consolidate those sources into a clear management view without losing the detail needed for deeper analysis.
Our goal was not simply to create charts. We built an interactive reporting structure around the questions management would actually ask: Are we growing? Are we on target? Where is revenue coming from? Which customers and sales reps matter most? Where are margin and inventory risks developing?
EXECUTIVE OVERVIEW
One view of growth, target attainment, regional performance, and profitability.
KEY FINDINGS
What the finished reporting view surfaced.
Northeast led regional revenue
The Northeast generated roughly $3.6M, ahead of Mid-Atlantic, Southeast, and Midwest performance.
Revenue and margin leaders differed
Safety & PPE led revenue while Office Supplies delivered the strongest gross-margin rate, highlighting the need to manage both volume and profitability.
Inventory risk was concentrated
A replenishment-risk view identified seven SKUs whose adjusted days of supply were shorter than supplier lead time, while Janitorial remained the largest category-level backorder exposure.
DEEPER ANALYSIS
Sales, customers, products, and inventory.
ASTERON DEEP DIVE · ANALYSIS NOTE
Sales Rep Performance: Beyond the Revenue Leaderboard
Why a 98.05% company-wide target result can still hide very different rep-level performance problems — and how the reporting view was redesigned to make those differences actionable.
Read Analysis Note →WHAT WE BUILT
A repeatable reporting structure, not a one-off chart pack.
Data preparationCombined annual sales files, cleaned inconsistent labels, standardized fields, and prepared supporting dimensions.
Data modelStructured sales, customer, product, sales rep, target, inventory, and calendar tables with controlled relationships.
Management KPIsRevenue, gross profit, margin, YoY growth, target attainment, returns, customers, orders, and inventory-risk measures.
Decision-ready outputThree interactive Power BI pages designed around executive, commercial, and operational questions.
HAVE A SIMILAR REPORTING PROBLEM?