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Finance & Reporting

Nova

Data & Reporting Desk

Frees the company's data from a single license-holder — reports run themselves and ad-hoc questions get answered, no analyst in the middle.

The report-runner's day, back

One license-holder generated and hand-distributed every report; now they run themselves and anyone can ask.

Before

Operational data lived in Dynamics 365, but licenses were costly, so only a few staff had direct access. One person generated and hand-distributed every report, leaving sales, product and e-commerce dependent on a single contact for data they needed daily — while the licensed team spent its time keying data rather than reading it.

What they own

  • Query Dynamics 365 daily for stock-on-hand, sales and forecast data and send out the operational report — The sales team self-serves, with no single point of failure
  • Pull together a weekly performance digest — ROAS, keyword performance, conversion leakage — Performance is visible without an analyst in the middle
  • Audit conversion rates weekly and flag underperforming channels — Leakage caught early, not at quarter-end
  • Compare best-performing products against promoted products each cycle — The real winners surface, not just the promoted ones
  • Answer ad-hoc, natural-language data questions on the spot — Anyone can query the data the way they think — no Dynamics license required
Full-timeManaged by Sales, product & e-commerceDynamics 365 Business CentralBigCommerceAd platformsExcelHandle Chat

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