Sales and customer performance
See sales by account, product or period. Identify changing purchase patterns and give the commercial team a clearer basis for follow-up.
Business intelligence / United States + El Salvador
Power BI consulting.
Know what needs attention.
Your business already has the data. We help turn it into a shared view of sales, margin and operations, so your team can spend less time assembling spreadsheets and more time deciding what comes next.
Work directly with the founder · English + Español
01 / Where we can help
A dashboard should answer
a business question.
We start with the decisions your team needs to make. The data model, measures and report follow from that conversation, with definitions that finance, sales and operations can review together.
Margin and commercial performance
Review gross margin, discounts and product mix using agreed cost definitions. Connect the analysis with the P&L questions your business needs to answer.
Inventory and supply chain
Compare stock, movement and coverage where source data allows. Give purchasing and commercial teams a shared view of slow-moving products.
02 / The foundation
Power BI, supported by a sound data foundation.
We review Excel files, ERP and CRM exports, SQL or Oracle databases and Salesforce data. The connection method depends on the access each system provides. Refresh schedules, permissions and publishing requirements are agreed before implementation.
03 / Applied AI
AI summaries grounded in reviewed information.
When useful, we can add AI-assisted summaries and automated follow-ups around validated indicators. The report keeps its metric definitions and sources visible. A generated explanation helps prepare a review; your team confirms the interpretation and the action.
04 / How we work
From the first question to a report your team can use.
Review sources and definitions
Check access, missing fields, history and consistency. Agree the first business questions and the limits of the available data.
Model and build
Prepare the data model, measures and agreed Power BI views. Reconcile selected figures with the source and review them with business owners.
Publish and hand over
Set the agreed access and refresh arrangements. Explain how to use the report, document the metrics and define support responsibilities.
Need a commercial view across a distribution business?
Our Commercial Intelligence service combines BI, automation and applied AI for mid-sized food, beverage and consumer goods distributors in the United States. Start with sales, margin and inventory, then connect each signal to a follow-up.
Explore business intelligence for distributorsWho you work with
Two perspectives. One shared project.
Juan Di Michele brings 14+ years of pricing and commercial strategy at Coca-Cola, AB InBev and Colgate. Marcos Moreno brings analytics, Power BI, commercial and financial management, n8n and systems integration. Both apply generative AI and automation to business work.
Meet the teamBefore we talk
Before we start.
Can you build a Power BI dashboard from Excel?
Yes. We review the file structure, identifiers, history and update process first. If files are inconsistent, cleaning and standardizing them becomes part of the agreed scope.
Can you connect Power BI to our ERP or CRM?
We first check available connectors, APIs, database access or exports. We then agree a supported connection method and refresh frequency, including any gateway or license requirements.
Do we need additional Power BI licenses?
It depends on how the report will be published, shared and accessed. We review your current setup and identify the required Microsoft licenses and other costs before implementation.
Do you offer a dashboard or an ongoing BI service?
We can scope a defined dashboard project or a continuing service for indicators, updates and reviews. Deliverables, access, documentation and ongoing responsibilities are agreed in the proposal.
Let's start with something specific
Which number takes
too long to explain?
Tell us what you need to decide and where the data lives. We will start with one useful view.
A direct conversation. No commitment.