Executive financial performance
One version of the numbers, every branch, every division
Replaces the legacy BI reports and month end Excel consolidation. Illustrative data.
Sources: IBM i ERP (sales, inventory, rental, WO)
Azure SQL + Excel (budget, GL, AR) · CRM (pipeline)
Azure SQL + Excel (budget, GL, AR) · CRM (pipeline)
Revenue trend vs budgetERP + Excel budget
AI summary of this view
Revenue mix by division
Gross margin % by division
Branch revenue vs budget
EBITDA by branch
Branch P&L GL from Azure SQL
Revenue heatmap: branch × division Click a cell to drill in
Rental fleet utilization by category IBM i rental module
Units sold, new vs used, by month
New equipment margin by brand
Rental: return on fleet investment
Parts & service absorption rate, monthly GL + WO
What moves absorption
- Absorption = parts and service gross profit ÷ fixed overhead. 100% means the aftermarket business alone covers the dealership's fixed costs.
- Every 1 point of technician efficiency is worth about $0 of annual service gross profit at current volumes.
- PM plan attach on new units is 31%. Moving to 50% lifts absorption by roughly 3 points within 12 months.
Technician efficiency by branch
Parts fill rate and lost sales
New equipment inventory aging by branch IBM i inventory
Accounts receivable aging Excel AR → Azure SQL
Units over 180 days: action list
Quota attainment by rep, quarter to date CRM + ERP invoices
Win rate and margin by division
Top accounts: whitespace to sell Customer 360
Coaching signals
Open pipeline by stage and division CRM
Forecast: next 90 days revenue
GENIE SPACE
McCann Finance & Operations
Ask in plain English. Answers come from governed tables only, with the SQL shown.
TABLES IN SCOPE
gold.fact_sales
gold.fact_rental_contract
gold.fact_work_order
gold.fact_gl_monthly
gold.fact_budget
gold.dim_equipment_unit
gold.fact_ar_aging
gold.dim_branch
gold.dim_customer
BUSINESS DEFINITIONS
• Absorption rate
• Time & dollar utilization
• Gross margin by division
• Days in stock / flooring cost
• Time & dollar utilization
• Gross margin by division
• Days in stock / flooring cost
Row level security applies: a branch manager asking the same question only sees their branch.
✦
Genie
Natural language analytics on Databricks
Finance reporting, before and after
From emailed attachments to insights the CFO can act on
Today a scheduled job generates a report file and emails it. The new digest explains what changed, flags what needs attention and links to live dashboards and Genie.
TODAY · AUTOMATED REPORT EMAIL
From: reports-noreply · To: CFO
Subject: Daily Sales Report 11/01/2026
Sent: Sun 11/1/2026 6:00 AM
Subject: Daily Sales Report 11/01/2026
Sent: Sun 11/1/2026 6:00 AM
Please find the attached report.
This is an automatically generated message. Do not reply.
XLSDailySalesReport_110126.xlsx · 2.4 MB
| BRANCH | DIV | MTD_REV | MTD_COST | GP | PCT |
|---|---|---|---|---|---|
| 01 ADDISON | EQ | 612,410.22 | 548,931.10 | 63,479.12 | 10.37 |
| 01 ADDISON | SUP | 402,118.90 | 297,568.00 | 104,550.90 | 26.00 |
| 02 BOLINGBROOK | EQ | 530,882.40 | 484,165.70 | 46,716.70 | 8.80 |
| 02 BOLINGBROOK | RNT | 188,409.00 | 103,624.95 | 84,784.05 | 45.00 |
| 03 CHICAGO | SUP | 221,903.55 | 166,427.66 | 55,475.89 | 25.00 |
| … 214 more rows | |||||
No commentaryNo trend or budgetStatic, dated visualsNo drill downStale when openedSame file for everyone
NEW · AI INSIGHT DIGEST (EMAIL AND TEAMS)
Finance DigestMonday, Nov 2, 7:00 AM · for the CFO · data as of 6:45 AM
Live dataWHAT CHANGED
NEEDS YOUR ATTENTION
Schedule
Audience by role
Channel
Alert rules
How the platform works
Live data flow: IBM i, Azure and Excel to governed AI/BI
Activate the data McCann already has. No rip and replace of the ERP. Animated view of the production pipeline.
LIVELakeflow pipeline: IBM i, CRM, Azure SQL and Excel to dashboards
BRONZE · raw IBM i record
→clean, join,
validate
validate
SILVER · conformed
→aggregate,
apply metrics
apply metrics
GOLD · business ready
Pipeline health Lakeflow Jobs
| Job | Source | Last run | Rows | Status |
|---|---|---|---|---|
| ibmi_inventory_cdc | IBM i | 6 min ago | 4,812 | Succeeded |
| ibmi_rental_contracts | IBM i | 6 min ago | 1,206 | Succeeded |
| ibmi_sales_wo | IBM i | 7 min ago | 9,377 | Succeeded |
| azuresql_gl_budget | Azure SQL | 1 hr ago | 52,140 | Succeeded |
| excel_month_end_pack | SharePoint | Today 6:02 AM | 18 | 2 rows quarantined |
| crm_pipeline | CRM | 15 min ago | 642 | Succeeded |
Quick fix plan: 6 weeks to first dashboards (indicative)
WEEK 1Workspace, Unity Catalog, security, source access
WEEK 2IBM i + Azure SQL + Excel ingestion to bronze
WEEK 3Silver model: customer, unit, branch, GL
WEEK 4Gold metrics + KPI sign off with finance
WEEK 5AI/BI dashboards + Genie space
WEEK 6UAT, training, legacy BI side by side, go live
The legacy BI tool keeps running in parallel until finance signs off on the numbers. Month end close then shifts from manual Excel consolidation to a refreshed dashboard.