The challenge
A growing company was closing its books and reviewing financial performance largely in spreadsheets pulled from the ERP. The numbers were reliable but always late — by the time the monthly pack was assembled, the month was long over. Cash flow in particular was a blind spot between reporting cycles.
The approach
- Centralised the data in a Microsoft Fabric lakehouse on OneLake, so finance worked from one governed copy.
- Automated the flows from the ERP and supporting systems, removing the manual export-and-assemble step.
- Defined the metrics once — revenue, gross margin, net profit and cash position — agreed and locked with the finance team so every report matched.
- Built role-aware access so sensitive figures were visible only to the right people.
What I built
A finance dashboard showing the P&L at a glance, margin trends over time, and a running cash-flow view that updates daily rather than monthly. Drill-downs let the team move from the headline straight to the underlying detail without leaving the report.
Financial visibility shifted from monthly to daily. Margin became something the team could watch and react to — surfacing a 2.1-point improvement opportunity that had been invisible inside the old monthly cycle.
The outcome
The monthly assembly work disappeared, cash flow stopped being a blind spot, and leadership gained a finance view that's current every single morning — built on a modern Fabric foundation that's ready to grow.