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Modern BI solutions for e-commerce

Modern BI solutions for e-commerce: Automation and data analysis with Power BI

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Date25 Oct 2024
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In the e-commerce sector, where competition is increasingly intense, access to accurate data can determine success. Companies that can effectively analyze information from their sales channels gain a significant advantage. This is why amavat®, as part of the getsix® Group, recommends the advanced tool offered by getsix® — the Customer BI and Reporting Portal — designed specifically for e-commerce businesses that want to maximize the potential of their data.


Power BI — The key to success in e-commerce

The Customer BI and Reporting Portal leverages the capabilities of Power BI, which automates the reporting and data analysis process by integrating various sources of information into a single, clear dashboard. This solution allows e-commerce companies to monitor sales performance from multiple marketplace platforms, such as Amazon, eBay, Allegro, and their own online stores, providing detailed comparative reports. As a result, entrepreneurs can track the performance of their sales channels, identify the most effective strategies, and quickly respond to market changes.
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Management reports and real-time analytics

By integrating with accounting systems, payment gateways, and marketplaces, entrepreneurs can easily analyze key performance indicators of their business. Examples of reports that can be generated within the Customer BI and Reporting Portal include:

  • Sales performance comparison across different e-commerce platforms — monitoring revenues, order volumes, and margins from individual sales channels.
  • Claims process analysis — detailed quantitative and cost analysis of claims that helps identify areas needing improvement and optimize return handling costs.
  • Monitoring operational costs — analysis of logistics, warehousing, and marketing costs, enabling better resource management and increased operational efficiency.

Data sources in BI reports — What we use

To ensure that BI reports are reliable and comprehensive, data is sourced from various systems. The Customer BI and Reporting Portal integrates data from systems such as:

  • Accounting and invoicing systems — crucial for financial analysis and monitoring cash flow.
  • Inventory data — essential for managing stock levels and optimizing logistics processes.
  • Payment gateways — allowing for transaction analysis, monitoring revenue, and assessing payment channel efficiency.
  • Marketplaces and online stores — sales analysis across different platforms facilitates performance comparison of individual e-commerce channels.
  • Marketing data — evaluating marketing campaigns helps assess the effectiveness of promotional efforts and identify the most effective customer acquisition channels.
  • CRM, ERP, and HR systems — integrated tools enable customer relationship management, business operations analysis, and monitoring key personnel metrics.

Automated reporting — Saving time and eliminating errors

Through the automation of reporting processes, the Customer BI and Reporting Portal significantly reduces the time required to prepare detailed analyses. Reports are generated automatically, eliminating the risk of errors associated with manual data handling. This solution is ideal for rapidly growing e-commerce companies that want immediate access to key metrics without engaging additional resources.


Customizable reports for your business needs

Every e-commerce business is unique; therefore, getsix® also offers the option to create customized reports that address specific client needs. Whether you require a financial report based on accounting data or a detailed sales data analysis, getsix® can assist in creating tools tailored to your business.


Claims process analysis in e-commerce – Case study

In 2020, getsix® began collaborating with a large e-commerce company in Poland, specializing in the online sale of a wide range of consumer products. The client faced a high number of claims, which directly impacted operational costs and customer satisfaction. The company sought assistance in analyzing this process to better understand its effectiveness and identify areas requiring optimization.

The goal was to create a tool that would allow for monitoring both the quantitative and cost aspects of claims. As part of the project, an advanced analytical solution was developed in Power BI, integrated with data from systems such as Microsoft Dynamics 365 Customer Service, getsix® Customer Extranet, and Logic Apps. This tool enabled the client to track the number of claims, their costs, and identify the root causes of issues.

As a result of this solution, the client gained a comprehensive view of the situation, allowing for strategic decision-making that led to a reduction in claims and optimized service costs. Real-time analytics also facilitated quick responses to new challenges and the implementation of improvements in customer service processes.


Trust the experts at getsix®

Services based on Power BI are provided with the support of certified specialists, Microsoft Certified: Power BI Data Analyst Associate, ensuring the highest quality. This guarantees that your data is analyzed professionally, and reports deliver accurate and reliable information that supports strategic decision-making.


Optimizing e-commerce business with Customer BI and Reporting Portal

Implementing the Customer BI and Reporting Portal is a step towards more efficient management of your e-commerce business. Automation, precise analyses, and the ability to customize reports give your company a competitive edge, saving time and minimizing errors. Contact getsix® to fully leverage the potential of the data you already possess.

Your success begins with effective data analysis — the Customer BI and Reporting Portal is the key to your company’s success in e-commerce!

Iza

The author of the article is the getsix® team

getsix® specializes in providing comprehensive accounting, bookkeeping, and payroll services tailored to foreign investors and medium to large enterprises in Poland. The company supports its clients in effective financial management and administration, enabling them to achieve success in the Polish market.

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This publication is non-binding information and serves for general information purposes. The information provided does not constitute legal, tax or management advice and does not replace individual advice. Despite careful processing, all information in this publication is provided without any guarantee for the accuracy, up-to-date nature or completeness of the information. The information in this publication is not suitable as the sole basis for action and cannot replace actual advice in individual cases. The liability of the authors or amavat® are excluded. We kindly ask you to contact us directly for a binding consultation if required. The content of this publication iis the intellectual property of amavat® or its partner companies and is protected by copyright. Users of this information may download, print and copy the contents of the publication exclusively for their own purposes.

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Iza
Iza
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Iza
Michał
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