CLIENT: E-Commerce Supplement Brand
The company was looking to better extract insights from multiple sales channels across a broad range of product lines for both Wholesale and DTC e-commerce customers
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Latest Case Studies
The company was looking to better extract insights from multiple sales channels across a broad range of product lines for both Wholesale and DTC e-commerce customers
We built a database with direct links to data within multiple existing warehouses, while simultaneously cleaning the data to extract useful information from the numerous sources, and reconciling against existing reports to ensure 100% accuracy across millions of data points
We constructed an auto-refreshed Power BI reporting dashboard summarizing sales, costs, purchasing, and inventory & supply-chain metrics, along with the ability to filter and drill-down to micro-level data
This system allowed both upper-level management and various skill teams within our clients’ organization to seamlessly track performance on a product SKU and customer level with our interactive dashboards
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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