Power BI · Manufacturing Analytics · Case Study
Cannabis Device & Edibles Manufacturer . United States
Two Companies, One Sales Dashboard, Refreshed Automatically
A licensed cannabis manufacturer running two separate companies now tracks sales, orders, and samples from one live Power BI report instead of pulling numbers by hand from two systems.
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What if two separate companies could still see their sales data side by side, in one report, refreshed automatically every day?
That's what this cannabis manufacturer needed to manage two businesses at once. Cynoteck built the dashboard that made it possible.
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Meet Cannabis Device & Edibles Manufacturer
Our client is a licensed manufacturer of cannabis devices and edible products in the United States, running sales and financial operations across two separate companies that both needed clear, real-time visibility.
Challenge
The client wanted clear, automatic visibility into sales performance across two separate companies, without pulling numbers by hand from two different systems.
Opportunity
Financial reports were stored separately in Business Central ERP and LeafLink CRM. The client needed both companies' data combined into a single report that refreshed automatically.
Outcome
An interactive Power BI report with dedicated workspaces for each company, refreshing on a schedule to keep every number current.
Two Companies, Two Sets of Sales Data to Track
Running two companies at once is hard enough without also having to manually stitch their sales data together every time someone needs a report.
The client required automated data fetching and individual dashboards built for two separate companies.
Financial reports with graphs and tables needed to be pulled separately from Business Central ERP and LeafLink CRM.
There was no way to display data from both companies together in a single report for easier comparison.
The client wanted to integrate Business Central directly into Power BI for real-time insights and comprehensive business monitoring.
Building One Live Report for Two Businesses
Cynoteck connected Business Central and LeafLink to Power BI, then built dedicated, automatically refreshing dashboards for each company.
Technology Stack
Before & After: How Reporting Changed Across Both Companies
Here's what changed for this manufacturer's team once the connected Power BI dashboards went live.
- Each company's sales data lived in a separate, disconnected system
- Financial reports had to be pulled manually from two different platforms
- There was no way to view both companies' data in a single report
- Business Central had no direct connection to Power BI
- Reports lacked scheduled refresh, so numbers could quickly go stale
- Filtering or slicing report data took extra manual effort
- Sharing a report meant exporting and reformatting it by hand
- Managers had no dedicated workspace built around their own company
- Each company has its own dedicated Power BI workspace and manager
- Data from Business Central and LeafLink flows in automatically
- Reports can display both companies' data together when needed
- Business Central connects directly to Power BI for real-time insight
- Scheduled refresh keeps every report continuously up to date
- Slicers let users filter reports quickly by units, orders, or region
- Reports share easily by email or link, in PPT, PDF, or printable formats
- Sales data across units, orders, samples, and regions is tracked automatically
Got a Similar Challenge?
Let's Solve It Together.
We've helped enterprises transform operational complexity into scalable, high-impact technology solutions. Tell us your challenge, and we'll map the path to success.
The Impact: Two Companies, Tracked in Real Time
The real win for this manufacturer wasn't just a dashboard. It was finally seeing both companies clearly, without the manual legwork.
Units, orders, samples, sales, items, and regions are now tracked automatically in one easy-to-read system.
Scheduled refreshes give users continuous access to live, up-to-date data whenever they need it.
Reports filter with slicers and can be shared instantly via email or link in PPT, PDF, or printable formats.
“The Cynoteck team is Very knowledgeable and provides prompt responses and great service. I highly recommend them for basic implementations and complex integrations.”
— Spencer Graff, CEO, N-FuzedWhy Organizations Choose Cynoteck
This project reflects how Cynoteck approaches every multi-entity reporting build, keeping each business clear while making comparison easy.
Multi-Entity Reporting Experience
We build reporting systems that keep multiple companies or business units clearly separated, yet easy to compare when needed.
Business Central to Power BI Pipelines
Our experts connect Business Central's data directly to Power BI, so reports stay live instead of relying on manual exports.
Reports Built Around Real Questions
We design custom columns and measures to answer the specific questions your team needs answered.
Dashboards People Actually Open
We build workspaces simple enough that a manager checks them daily, not just once after launch.
Reports That Travel Well
Our team designs exports that hold up whether they're shared as a PDF, a slide deck, or printed for a meeting.
A Consistent Choice for Repeat Projects
90% of our clients on this kind of project return for more, often to extend the same reporting system further.
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- No-obligation roadmap tailored to your specific challenge
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