Sales and funnel
Revenue, orders, leads, conversion, average check, repeat purchases, managers and channels.
- sales plan vs actual
- funnel and conversion
- ABC / RFM analysis
- manager performance
Working with companies in Kazakhstan and remotely.
BI systems and management analytics
I build a governed analytics system: source integration, a shared data model, KPI definitions, dashboards, refresh rules and access for management decisions.
1C
business data
Power BI
models and dashboards
KPI
shared definitions
GOVERNANCE
refresh and access rules
Dashboards built around real management questions.
Finance and profit
Cash flow, payments, receivables, P&L, margin, expenses and profitability.
- cash flow
- accounts receivable
- margin
- budget plan vs actual
Operations and inventory
Stock, turnover, procurement, requests, SLA and overdue tasks.
- stock movement
- shortages and excess
- request statuses
- supplier analytics
Marketing efficiency
Leads, CAC, ROMI, CPL, sales by source and campaign dynamics.
- lead cost
- ROMI
- end-to-end analytics
- campaign trends
When reporting is manual, decisions become slower.
Excel became the control center
Teams maintain different file versions and leadership spends time reconciling numbers.
1C and CRM are disconnected
Sales, payments, inventory and procurement live in separate systems.
KPI definitions differ
Revenue, margin, receivables, conversion and stock metrics need one shared logic.
Reports arrive too late
Dashboards should show issues while there is still time to act.
Power BI is the presentation layer, not the whole analytics system.
Presentation and access
Dashboards, filters, drill-down, workspaces, row-level access and publishing rules are configured for user roles.
Model and KPI logic
The semantic model, measure definitions, calendars, dimensions and validation rules remain the foundation of reliable reporting.
Integration foundation
When source exchange is the main risk, first define the data integration layer for 1C, Bitrix24, SAP, iiko, Directum and other systems.
What defines the first BI scope.
First stage
One management question, one KPI group, agreed source systems and a dashboard with acceptance criteria.
Client inputs
Management questions, report examples, KPI definitions, source access, owners, user roles and refresh expectations.
Estimate factors
Source count and access, data quality and history, KPI logic, role model, refresh frequency, Power BI environment and security requirements.
Deliverables
Source map, data and semantic model, KPI catalogue, dashboards, refresh and access rules, validation checks and documentation.
Good fit
Management needs consistent metrics and reporting across 1C, Bitrix24, SAP, iiko, Directum, CRM, Excel and other systems.
Not a fit
If the main need is to execute transactions, route documents or manage end-to-end operations, compare process automation and Mini ERP.
04 — Process
Start with one management area, then expand the BI system.
Goals
Define users, decisions and reporting questions.
Sources
Check data sources, access and quality.
Metrics
Align KPI formulas, filters and periods.
Dashboard
Build the model, visuals, tables and navigation.
Validation
Reconcile numbers against source systems.
Launch
Deliver documentation, access and next steps.
BI answers management questions. Related systems prepare data, automate operations or explain deviations.
Use data integration for reliable source exchange, AI analytics for KPI anomalies and forecasts, and workflow automation or Mini ERP when users need to execute the process behind the numbers.
BI systems and management analytics questions.
What data sources can be connected?
1C, Bitrix24, SAP, iiko, Directum, CRM, Excel, CSV, databases, APIs and other systems with available exchange interfaces.
What is included in a BI system?
Source integration, a data model, KPI definitions, management dashboards, refresh and access rules, calculation validation and documentation.
Can we start with one management area?
Yes. The first stage can cover one management question, KPI set and dashboard if sources, the data owner and acceptance criteria are defined in advance.
Is Power BI required?
No. The visualization tool is selected by the company's infrastructure, access rules and requirements. The data model, KPI definitions and reliable refresh remain the foundation.
06 — Contact
Describe the management question that BI should answer.
Name the KPI set, current reports, 1C, Bitrix24, SAP, iiko, Directum or other sources, users and expected refresh cycle.