Power BI dashboards for merchandising and pricing
A merchandising dashboard shows how margin and sales are moving across the range, where discounts are going too deep, and which lines are stuck on the shelf. Three screens cover it. We build them on your own sales, price and stock data.
Request the sample pack
What it answers
Three questions every merchandising team is asked
Each screen starts from a question. The figures decide what to promote, what to re-price and what to clear.
- How are margin and sales moving across the range?Net sales, gross margin, discount rate and sell-through, with net sales against last year and gross margin by month, and top product lines by net sales.
- Where are we discounting too deep?Discount given, price index, units on promotion and markdown cost, with discount against margin by product line and the deepest discount lines.
- Which lines are selling, and which are stuck?Sell-through, units sold, active product lines and markdown cost, with the lowest sell-through lines and price index by region.
The screens
Power BI merchandising and pricing screens
Three screens for the merchandising team. Open one to see it full size. Each comes with filters and drill-through, and we adjust measures, filters and branding to your business.
3 dashboards
Every number on these screens is sample data from a fictional retailer. No client data is shown. Your own logo replaces the AscenWork mark at the top left of each report.
How we define the main merchandising and pricing measures
A dashboard is only trusted if everyone reads the same number. We agree these definitions with you before we build, and write them down at handover.
| Measure | How we calculate it | What to agree first |
|---|---|---|
| Gross margin | Net sales minus cost of goods sold, divided by net sales. | Whether returns and markdowns are netted off sales. |
| Discount rate | Discount value divided by list value. | Whether member discounts are included. |
| Sell-through | Units sold divided by units received, for the period. | The period used, such as a season or a month. |
| Price index | Average selling price divided by the base price for the same product, multiplied by 100. | Which base price is used for each product. |
| Markdown cost | The value given up by reducing the price of stock below its original price. | Whether markdowns on returns are counted. |
How it works
From these screens to your live dashboard
In a project, the dashboard connects to your sales, price and stock data and refreshes on a schedule. You see working pages early, so you react to something real.
Connect
We link your systems and files, and check the data is complete.
Model
We clean and join the data, and agree each measure with you so everyone reads the same number.
Design
We apply your chosen look and your logo to every page, with a phone layout where it is needed.
Go live
The dashboard runs in Power BI with scheduled refresh, filters, drill-through and access by role.
What we connect
Where the data for these dashboards comes from
We confirm the sources on a short scoping call. These are the common ones for this dashboard.
Sales
Store and online sales by product, from your point-of-sale or order system.
Product master and prices
Products, categories, list prices and cost prices.
Promotions calendar
Promotion dates, mechanics and the products on promotion.
Stock and receipts
Units received and units on hand, to calculate sell-through.
Access by role
Row-level security, so a category manager sees their own range and the merchandising head sees everything.
Our Power BI work
These screens are one part of what we do on Power BI
The same team builds the data model behind the dashboard, designs the report and keeps it running. Pick the part you need.
Power BI development
Data connections, model, measures, row-level security and scheduled refresh, built in your Power BI.
Power BI consulting
A review of your current reports and data, and a plan before you build.
Power BI designing
Clear, fast report design with a consistent look across every page.
Copilot and AI for Power BI
Ask questions of your data in plain language, with the right guardrails.
Case studies
Power BI projects we have delivered
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Power BI sales dashboards for digital channels and prescription sales
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Power BI merchandising and pricing dashboard questions
What should a merchandising dashboard show?
Gross margin and sales by product line, discount depth, sell-through and markdown cost. Start with the decisions the team takes each week, such as what to promote and what to clear.
How is the price index calculated?
Average selling price divided by the base price for the same product, multiplied by 100. We agree which base price to use before the first build.
Can it show online and store sales together?
Yes. Store and online sales can be combined in one view, or split so each channel is read on its own.
Is the sample pack free?
Yes. The design pack is free, and we email it to you as a PDF. Building dashboards on your own data is a scoped, paid engagement, which we quote after a discovery call.
How do we get a price and a timeline?
Book a free call. We learn your data sources, users and questions, then send a proposal with the scope, the assumptions and the price. Timelines depend on the number of sources and dashboards.
Related
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Retail and consumer goods
How we work with this sector
Power BI development
Build a dashboard on your own data
Power BI consulting
Review and plan before you build
Power BI designing
Clear, fast report design
Hire Power BI developers
Developers who join your team
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