SYNTHETIC / sample

Sample Free Assessment

Sample company: Pine & Ledger Supply

Pine & Ledger Supply is a fictional company. This page is a synthetic sample of a Free Assessment write-up. The sources and issues are sample data. This is not a SnapBiz client, engagement, or result.

A Free Assessment names the number to fix first, the sources reviewed, the issues found, a recommended first build, and what can wait. The sample below shows that shape.

The number to fix first

Monthly gross margin by product family. In this sample, finance and sales each publish a margin for the same closed month, and the Monday meeting waits while someone reconciles the two.

Sources reviewed

Sample accounting export for the latest closed month.
Sample sales spreadsheet kept by the revenue team.
Sample inventory workbook used to group products into families.

Issues found

The sample files do not share one definition of gross margin. One sample total includes freight. The other leaves freight out.
The sample sales spreadsheet is refreshed by hand and is behind the sample accounting export.
Product family names in the sample inventory workbook do not match the sample accounting export, so the families cannot be added together.
The sample does not name an owner for the margin figure.

Recommended first build

One view of gross margin by product family for the latest closed month. It uses one written definition, shows when the sample sources last refreshed, and names the person who owns the number. Power BI is a fit for that view. A wider platform change is not required to start.

What can wait

A full planning or forecasting model.
An assistant that answers questions across the catalog.
Replacing the inventory workbook.
A company-wide data platform.