Application of power bi in enhancing the effectiveness of management and sales reporting

In an environment where requirements for timeliness, accuracy, and transparency of information continue to increase, the Finance Department has progressively adopted Power BI in the preparation of Management Reports and Sales Reports. This initiative aims to automate data consolidation processes, strengthen analytical capabilities, and support decision-making in alignment with the strategic direction “Go for Excellence 2026”.

Background prior to implementation

Previously, management and sales reports were primarily prepared manually using Excel, involving multiple stages such as:

• Consolidation of sales data from various sources
• Standardization of report formats and structures
• Reconciliation of figures across departments
• Preparation of periodic monthly and quarterly reports

This workflow was time-consuming and highly dependent on manual processing. In addition, delays in data updates limited the effectiveness of business performance monitoring and operational assessment. In-depth analysis across dimensions such as product, region, customer, and time remained constrained.

As business operations expanded and governance requirements became more rigorous, the Finance Department identified the need for an automated, visual, and timely reporting system.

Solution: Deployment of Power BI for management and sales reporting

In response to operational requirements, the Finance Department implemented Power BI to establish an automated reporting framework, focusing on the following key areas:

• Standardization of sales and management data sources: Integrating data from operational tracking files and internal summary databases to ensure consistency, integrity, and alignment of figures.
• Application of Power Query for data transformation and cleansing: Automating data filtering, classification, and aggregation for each reporting cycle, thereby minimizing manual intervention and reducing the risk of errors.
• Development of executive dashboards: Key performance indicators, including revenue, sales volume, growth rates, and revenue composition by product or region, are presented through structured dashboards and analytical visualizations, enabling stakeholders to monitor performance effectively.
• Implementation of a rapid data refresh mechanism: With a single refresh action, all reports are updated based on the latest available data, significantly improving the timeliness of management information.

Through data visualization, management and sales reports serve not only as tools for data consolidation but also as platforms for trend analysis and performance evaluation.

Outcomes achieved

Following implementation, the application of Power BI in management and sales reporting has generated measurable benefits:

• Substantial reduction in report preparation time compared with previous manual methods.
• Enhanced data accuracy through the elimination of repetitive manual data processing.
• Improved transparency and convenience in monitoring business performance across reporting periods.
• Professionally structured and visualized reports, enabling management to promptly capture both overall performance and detailed results by business segments.

Notably, the Finance Department team has been able to reallocate effort from routine data consolidation to higher-value activities such as data analysis, trend assessment, and the formulation of recommendations to improve operational effectiveness.

Contribution to the “Go for Excellence” spirit

The adoption of Power BI in management and sales reporting represents not merely a technological upgrade but a tangible expression of the “Go for Excellence” spirit in daily operations—demonstrating a proactive approach to enhancing report quality, strengthening data accuracy, and supporting informed decision-making.

This initiative contributes to the establishment of a data-driven working culture while fostering innovation and continuous improvement within the Finance Department.

Future orientation

In the next phase, the Finance Department will continue to:

• Further refine management and sales dashboards with more detailed analyses by product, region, and time.
• Expand the application of Power BI to advanced analytical reports in support of business performance evaluation.
• Gradually standardize reporting processes to enhance consistency and transparency of management information.

Through these efforts, the Finance Department aspires to contribute meaningfully to the enhancement of corporate governance quality and overall business performance in 2026 and subsequent years.

Message of sharing

The application of Power BI in management and sales reporting stands as a clear illustration of innovation in daily operations. It is anticipated that this experience will serve as a valuable reference for other departments in leveraging technology, as the Company collectively advances toward the shared objective of “Go for Excellence 2026”.

From: Finance & Accounting Department