ERP-connected inventory reconciliation dashboard
Gave finance and operations a shared, refreshable view of stock, costing and reconciliation exceptions through a report connected directly to Business Central and Navision data.
-
The problem
Manual exports obscured the relationship between ERP stock, costing logic and operational exceptions.
-
My role
Connected the report to ERP data so reconciliation views refresh without manually prepared extracts.
-
Where it stands
Published an internal inventory reconciliation view connected directly to ERP data.
Business impact
Improves inventory control through a common, refreshable view of stock and exceptions.
How I did it
- 01
Structured analysis around balances, costing, movements and exceptions for joint investigation.
- 02
Kept public evidence at pattern level without exposing internal item, entity or warehouse detail.
Tools and working context
Group finance and operations reporting across Dynamics 365 Business Central and Navision data.
- Tools
- Power BI · DAX · Power Query · Dynamics 365 Business Central · Navision
- Business area
- Inventory · ERP · Operations reporting
- Skill type
- BI · Data & Reporting · ERP & Systems
Why I made these choices
- Used direct ERP data to reduce handling and make reconciliation repeatable.
- Prioritised actionable exceptions over decorative reporting.
Skills used
- Power BI Data & Reporting Applied
What I learned
- BI becomes operationally useful when live data, control logic and ownership meet in one view.
What comes next
- Create a sanitised demonstration with dummy data, example measures and an exception workflow.