Client project · Medical supplies distribution

See which customers are buying less—and which stock needs attention.

Venture Medical had the sales and inventory information in Cin7. We made the customer trends and stock risks easier to see in Power BI.

Illustrative medical supplies distributor warehouse with stock being reviewed
AI-generated illustration of the industry context. Not client premises, staff or a screenshot of the delivered solution.
Client
Venture Medical
Location
New Zealand
Systems and tools
Cin7 · Power BI

The kind of view this makes possible

A reporting view can bring sales, customer movement and stock attention into one place, helping the business decide where to investigate next.

Illustrative sales and inventory dashboard with KPI cards, customer trend charts and stock attention table using sample data
Illustrative dashboard concept with synthetic sample data. Not a screenshot of the delivered client report or evidence of client performance. View full-size image ↗

The business question

Which customers should we follow up, and which products need a stock review?

What made it difficult

The business needed to understand customer and product sales trends, stock on hand and orders. Native reporting made it difficult to see customers buying less or products that had stopped selling.

What we delivered

  • Power BI reporting built from existing Cin7 data.
  • Sales views showing customer and product trends.
  • Stock and order views to help investigate inventory risk.

What the business could see

The owner could see growing and declining customers, products that stopped selling and stock risk in one reporting experience. That gave the business a clearer basis for sales follow-up and stock decisions.

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