Follow a practical business question through the evidence, decision, handover and learning. This story explains a workflow; it does not claim a customer result.
“Which outlets are below target after adjusting for reporting coverage?”
Fundle Brain
01
Receive the partner file
Identify the partner, reporting period and layout. Keep the original file reference so an imported record can always be traced to its source.
02
Apply deterministic checks
Validate required fields, numeric values, dates, duplicates and master mappings. Route uncertain records to the exception queue.
03
Build comparable reporting
Align store sets and periods before calculating year-on-year or like-for-like changes. Separate sales, returns and stock measures.
04
Turn the finding into a partner action
Use target gaps, article performance and stock-cover questions to prepare a focused discussion with the partner or regional owner.
THE STORY BEHIND THE WORKFLOW01
The signal
Partner sales arrive in different file structures and at different times. A consolidated total can hide incomplete periods or unmapped articles.
02
The decision
Recognise the source, validate the rows and standardise the agreed hierarchy. Route uncertain mappings for human review rather than inferring a financial answer.
03
The handover
Provide comparable partner and outlet views with source references. Let the business owner investigate stock cover, target gaps and article performance.
04
The learning
Record mapping decisions and revised files. Keep reporting freshness visible so a later comparison does not confuse a delayed feed with weaker trading.
PUT THE STORY TO WORK
Your business. Your source context.
Partner sales and stock files, store hierarchy, SKU masters, targets, commercial schemes and reporting periods.
Validated secondary-sales views, exception queues, stock-cover analysis and conversational answers.
