Upgrading Management Reporting for a Retail Chain

Store-level P&Ls were unreliable. We redesigned the chart of accounts and delivered board dashboards leadership actually uses.

Leadership lacked timely visibility into store contribution margins because data was spread across POS exports, spreadsheets, and an outdated ERP.

We standardised the chart of accounts, automated weekly flash reports, and built a concise board pack focused on same-store sales, gross margin, and working capital.

Decision cycles accelerated: expansion committees now review consistent metrics, and the finance team spends less time reconciling and more time analysing.

Tell us what needs to be true by quarter-end.

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