This Power BI sales dashboard case study shows how a multi-depot agricultural dealership was able to monitor all machinery sales in a live environment using Power BI. The dashboard works with any company using Ibcos, agricultural, groundcare, it doesn’t matter, the data connections are the same.
Case Study 2: Wholegood Visibility – Ibcos Sales Analysis
A sales director for a large agricultural dealership wanted a simple, clean dashboard to see wholegoods sales performance across the business. The ability to drill down for detailed analysis was essential, but Ibcos Gold’s standard reports simply couldn’t deliver what was needed.
Specific pain points:
- No easy way to access basic sales numbers by month, rep, or brand
- Year-on-year comparisons required manual Excel work
- Gross margin analysis by product type wasn’t available
- Geographical sales coverage was invisible
- Sales by customer type (retail vs trade vs farm) couldn’t be separated
- Multiple people spending hours combining Excel reports manually
- Data was always outdated by the time analysis was complete
- No one in the company had the technical skills to build what was needed
The sales director was frustrated: “I just want to see who’s selling what, where, and whether we’re making money on it. It shouldn’t be this hard.”
The Solution
We built a comprehensive Wholegoods Sales Dashboard that connects directly to the Ibcos Gold database, providing instant visibility across all key metrics.
New to Power BI? Watch Microsoft’s introduction to Power BI capabilities to understand how this business intelligence platform transforms raw data into actionable insights. Our IBCOS-specific templates make these powerful analytics immediately accessible for agricultural dealerships.
Key Features:
Executive Dashboard Overview:
- Key metrics at a glance: Total sales, margin, margin percentage
- Sales on advice note tracking
- Total cost visibility for margin analysis
- New machines stock: Units, value, and average age monitoring
- Used machines stock: Separate tracking for used inventory
- Visual KPI cards for quick status checks
Sales Performance Analysis:
- Year-on-year comparison by month (Last FY vs This FY)
- Side-by-side bar charts showing seasonal trends
- Open advice value tracking by month
- Margin vs target gauge showing real-time performance
- Instant identification of above/below target performance
Multi-Page Navigation System: Six dedicated views for different analysis needs:
- Dash – Executive overview with key metrics
- Sales – Detailed sales breakdown and trends
- Advices – Advice note tracking and pipeline
- Stock – Inventory analysis and aging
- Sales Map – Geographic sales distribution
- Customer Overview – Customer-level insights
Smart Filtering:
- Financial year selection for time-based analysis
- Rep-specific performance views
- Depot-level filtering for multi-site operations
- Product category (prefix) filtering
- Drill-down capability across all views
The dashboard refreshes in seconds with current data—no manual exports or Excel manipulation required.
The front page of the wholegood sales Power BI dashboard.
The Results
- Complete visibility – sales tracked across new and used machines
- Margin above target – margin achieved vs target
- Stock intelligence – Real-time view of inventory across all units
- Year-on-year insights – Instant comparison showing current vs previous financial year trends
- Multi-dimensional analysis – 6 different views providing comprehensive business intelligence
- Instant access – What used to require multiple Excel reports now loads in seconds
- Stock aging visibility – Average age tracking (days new, days used) flags aging inventory
- Strategic decisions – Identify seasonal trends, stock aging issues, and margin opportunities immediately
- Hours saved weekly – Sales reporting reduced from manual Excel work to instant dashboard access
“This is exactly what I’ve been asking for. I can now see our entire sales operation on one screen, and drill into whatever I need in seconds. It’s transformed how we manage the sales team and stock.” – Sales Director
What Was Included
- SQL scripts optimized for Ibcos Gold sales, stock, and advice tables
- Power BI template file (.pbit) with 6 pre-built page views
- DAX measures for sales calculations, margin analysis, stock aging, and year-on-year comparisons
- Power Query (M) transformations for data preparation
- Financial year logic and date intelligence
- New vs used machine separation logic
- Multi-depot and multi-rep filtering functionality
- Margin vs target gauge with conditional formatting
- Step-by-step setup guide and configuration instructions
Need Something Similar?
This dashboard can be customized for your specific wholegoods reporting requirements.
Wholegoods Sales Analytics package: Starts from £395 for a single KPI report
Multi-depot versions available, contact us for pricing.
Download Free Sales KPI Guide | Email info@agdealerdata.co.uk