Area 04 · Operations and KPIs
Sales, margin and stock dashboards that update themselves, alerts when something drifts off course and a team that knows how to use AI. Behind it are 12 years running shops and areas.
AINorte: footwear margin down 2.3 points. Check the discounts.
I’ve lived it in store
Running shops and areas, I’ve seen it many times: the numbers exist, but they arrive late, in a mess, or not at all.
“How did the week go? I’ll tell you on Wednesday.”
Until someone pulls the data together, nobody knows how the business is doing.
“Every shop sends its Excel in its own way.”
Different formats, different columns and hours to make it all add up.
“Our margin slipped and we only saw it at month-end.”
Discounts and the sales mix eat into the margin without warning.
What I collaborate on
Four pieces that can be done together or separately, depending on where the business is today.
Sales, margin, stock and team.
Stock-outs and deviations.
What to look at, who and when.
Workshops for your team.
Also in this area
Practical examples
Questions any shop manager asks every week, and how data answers them.
For those who manage several shops or an area.
Every shop sends its Excel in its own format. Putting together the week’s picture takes hours and arrives mid-week, when there’s no longer time to react.
One screen with sales, average ticket and comparison by shop, which updates itself with the POS data. You filter by shop, week or product family.
How it works: POS export→Google Sheets→Dashboard
For those who sell with promotions and discounts.
Margin gets checked at month-end. If a product family has sold with too much discount, you find out when it can no longer be fixed.
If the margin of a shop or product family drops below the threshold you set, the person in charge gets an alert that week with the figure and a first explanation: discounts, sales mix or cost.
How it works: Sales and costs→Margin below threshold→Alert with explanation
These are examples to give you an idea, not real projects. The figures are illustrative: what can be set up depends on where your data is today.
How we work
Three phases. In each one it’s clear what AI does, what I do and what you decide.
We look at what data you have, where it is and what decisions you make each week. I put the tool, indicators, alerts and training in writing.
ResultA short plan, with where to start, in writing.
I set up the dashboard and alerts on your real data.
ResultThe dashboard and alerts up and running.
The team learns to read the numbers and to use AI with clear rules.
ResultA dashboard that changes with your business.
After delivery
Numbers are useful if they’re looked at every week. If needed, I stay close:
Only if the project calls for it and when you decide.
My commitments
Transparency
Where I come from
I’ve run shops and areas for 12 years at Primaprix, Carrefour and Covirán, in Spain, France and Portugal. I’ve had to decide with data that arrived late, and I know which numbers really get looked at on a Monday morning.
Frequently asked questions
No. Often Google Sheets and Looker Studio, which are free, are enough. If you already use another tool, I work with that.
The ones that help you decide: sales, margin, stock, team hours… We choose them together based on your business.
Since February 2025, the European AI Act requires anyone using AI in a company to have sufficient training. I tailor the training to your team and their day-to-day work.
Looker Studio fits very well if your data is already in Google Sheets. Power BI is the better option if your company already works with Microsoft. We choose based on what you already have, not the other way round.
Other areas
Collaborate
If you have a similar case or want to bounce ideas around, tell me in a couple of lines and we’ll talk it over.