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Sample: Multi-store retail sales and stock dashboard

Sample project - how I would unify daily sales inventory and receivables across stores online and warehouse in one Excel dashboard.

  • retail
  • inventory
  • sales
  • dashboards

Sample project. This is an illustrative build that shows how I would solve this kind of problem in Excel. It is not a past client engagement, and the business described is a typical scenario, not a real company.

The scenario
A typical multi-store retailer has sales, stock and receivables in separate files per store and per channel, reconciled by hand before every weekly meeting.
What I would build
A unified daily sales, inventory and receivables view across every store, the online channel and the warehouse - one refresh, no copy-paste.
Designed to deliver
Same-day low-stock alerts across stores and warehouse
Stack
Power QueryPower PivotDAXSlicersVBAOffice Scripts

The typical starting point

Each store sends a daily sales file in a slightly different format, the online channel exports from another system and the warehouse keeps its own inventory file. None of them talk to each other, so someone spends hours every week making the numbers add up.

How I would build it

I would build a Power Query pipeline that ingests every store file plus the online and warehouse feeds, normalises the columns, deduplicates on the natural key and produces a single star-schema data model. A Power Pivot model on top drives an executive dashboard with store, region and channel slicers and a low-stock alert list.

What it is designed to deliver

The dashboard opens with yesterday's numbers after one refresh. Low-stock items surface the same day, and the weekly meeting starts with the numbers instead of the reconciliation.

End of sample project

Want this built for your team?

Send us the workbook you are running today. We will come back with a fixed-scope proposal in a written reply within one working day - no discovery retainer, no sales call unless you ask for one.

  • Written scope and fixed price before any build work starts
  • Live workbook reviews - you see progress from week one
  • Documented walkthrough and 30-day support at handover

Engagement standards

How every FormulaSurge engagement is run.

The same six rules on every project - from a quick formula fix to a multi-store retail dashboard.