Auto-garant
Technologies used: Power BI, Excel, Power Query
Auto-garant is a company specialized in the sale of new and used vehicles, as well as authorized servicing and the provision of professional auto mechanic services.
Challenge
Auto-garant recognized the need to improve its financial and sales reporting in order to ensure timely and accurate insights into business performance. Initially, the company relied on manual processes for data collection and analysis, which significantly slowed down decision-making and increased the risk of errors.
The key challenges included:
The absence of a centralized financial reporting system;
Limited insight into sales performance across various business segments.
Tailored Solution
DAX Analytics delivered a customized Power BI solution that provided Auto-garant with reliable and comprehensive business analysis through two key reporting areas: financial management reports and sales reports.
Financial Management Reporting
The solution covered all key financial indicators required for strategic and operational decision-making:
Profit and Loss (P&L) Report with multi-layered views:
Monthly performance overview;
Detailed analysis by GL accounts, partners, and profit centers;
Trends and period comparisons.
Balance Sheet with dynamic visuals
Detailed analysis by GL accounts and partners.
Cash Flow Analysis focused on:
Monthly cash flow breakdown;
Cash movement tracking.
Financial Ratios grouped into 4 categories:
Efficiency: Days Sales Outstanding, Inventory Turnover, Days Payable Outstanding, Financial Gap, Required Net Operating Funds (NOF);
Leverage: Equity Ratio, Gearing, Debt/EBITDA, Debt/Sales;
Liquidity: Current Ratio, Net Working Capital, Quick Ratio;
Other KPIs: Return on Equity, Sales Growth Ratio.
Beyond the technical implementation, DAX Analytics played a key consulting role in defining financial and business processes. In collaboration with the Auto-garant team, DAX supported:
Defining profit centers;
Structuring P&L, balance sheet, and cash flow reports;
Establishing a clear structure and categorization of financial data.
Sales Reporting
The Power BI sales reporting solution included a range of visuals and analyses that enabled deeper insights into market performance:
Dashboard with key KPIs:
Net sales, gross margin, number of invoices, average invoice value, number of customers;
Sales over the last 12 months compared to the previous year.
Vehicle Sales:
Sales structure and analysis by customers and products;
Deviation detection and negative margin identification;
Annual and monthly trend analysis.
After-Sales Services:
Comparison of actual vs. last year (ACT/LY);
Sales of spare parts and service offerings;
Trend tracking.
AG and Trading:
Motorola product sales;
Sales of other products with annual and monthly trends.
Results
By implementing the solution, Auto-garant achieved significant benefits:
Significantly faster and more accurate insights into financial performance.
Automated and transparent reporting, reducing the risk of errors.
Optimized cash flow management and improved liquidity control.
Enhanced transparency and control of sales performance, including insights into deviations, structure, and trends.
Reduced manual workload, as all data is automatically refreshed and visualized in real time.
Conclusion
Through the implementation of the Power BI solution, Auto-garant gained a powerful tool that enables more efficient financial and sales management. With detailed insights and dynamic analyses, the company can now respond more quickly to market changes, optimize sales strategies, and improve its financial indicators.
In addition to technical implementation, DAX Analytics played a crucial consulting role in defining key processes, enabling Auto-garant to build a precise and reliable financial reporting structure. This solution has laid the foundation for further business digitalization and strategic growth.
