Example build, fictional company · Pohjanmaa Wholesale Ltd
Wholesale sales and margin dashboard from export files
You see sales and margin by salesperson and product group in one view, without spreadsheets.
A fictional wholesaler's sales, products and open orders sit in separate export files. The program read three CSV files (24 products, 2432 sales lines, 35 open orders) and calculated this page's figures.
Pohjanmaa Wholesale LtdSales and margin · October 2025 - September 2026
Revenue, 12 months
€1,408,852
the whole data period
Gross margin
25.9 %
€365,400
Open orders now
35
value €68,829
Customers with sales
12
3 salespeople
Figures as a table
| Month | Sales | Margin | Margin % |
|---|---|---|---|
| October 2025 | €154,289 | €40,755 | 26.4 % |
| November 2025 | €102,226 | €26,471 | 25.9 % |
| December 2025 | €91,865 | €23,408 | 25.5 % |
| January 2026 | €75,776 | €19,883 | 26.2 % |
| February 2026 | €100,733 | €25,212 | 25.0 % |
| March 2026 | €118,557 | €30,939 | 26.1 % |
| April 2026 | €151,497 | €39,110 | 25.8 % |
| May 2026 | €143,816 | €37,660 | 26.2 % |
| June 2026 | €131,619 | €34,437 | 26.2 % |
| July 2026 | €80,345 | €21,375 | 26.6 % |
| August 2026 | €118,181 | €31,051 | 26.3 % |
| September 2026 | €139,947 | €35,099 | 25.1 % |
| Customer | Salesperson | Sales | Margin % |
|---|---|---|---|
| Routasuo Installation Ltd | Mikko Rantala | €148,348 | 25.1 % |
| Usva Sheet Metal Ltd | Mikko Rantala | €138,571 | 27.9 % |
| Kuura Engineering Ltd | Sari Lehtonen | €131,986 | 28.1 % |
| Naava Woodwork Ltd | Sari Lehtonen | €128,442 | 28.2 % |
| Revontuli Electric Ltd | Mikko Rantala | €114,660 | 25.3 % |
Where the figures come from, and the reconciliation2 lines were not calculated, and they are listed.
- tuotteet.csv24 rows
- myyntirivit.csv2,432 rows
- avoimet_tilaukset.csv35 rows
Sales lines calculated: 2,430 of 2,432. For the last month (September 2026) the product groups sum to €139,947, difference to revenue €0.
Lines not calculated
- row 1923: product code XX99 is not in the product register
- row 2113: quantity missing
Calculated by the program from fictional data on 2 October 2026. This pipeline has no language model.
What was done
- Sales lines were joined to products by product code, and sales and margin were calculated for each line.
- The program calculated sales and margin by month, salesperson and product group for 12 months.
- Lines that could not be calculated were reported with their row numbers (2 lines).
- Reconciliation: the product groups add up to the revenue to the cent.
What the build did not do
- Used no language model: this example is plain calculation.
- Did not fix the source data. Faulty lines show in the report, not in the figures.
- Does not forecast. Forecasting is a separate add-on.
- Is not a Looker Studio or Power BI view: the figures are shown on this page.
This example is built on
Key figures report view (KPI dashboard)