The weekly sales review, without the screenshots
A cannabis edibles brand sells wholesale to dispensaries. Its data engineer had left behind a warehouse and a BI tool nobody could keep running.
Who did the work
Our team, reviewed with theirs every week
First dashboard review
About five weeks after the first call
Connected
Their warehouse, QuickBooks, production and payroll
“Everything in there is what we've been screenshotting for our weekly one-on-ones. It's going to drastically improve the meeting and cut the time spent putting it together.”
Before and after
The weekly sales review
Before
The sales lead screenshotted dashboard tabs into a deck for his weekly one-on-one with the CEO.
After
One review page holds everything he used to screenshot. They run the meeting from it.
The BI tool
Before
The old BI tool was broken, and the sales lead couldn't get it to work.
After
It was retired. The new numbers tie to QuickBooks, with a reconciliation tab that explains every timing difference.
The data engineer's work
Before
A contractor built the warehouse and pipelines, then left. Nobody inside could maintain them.
After
Our team took over the warehouse and the models, and keeps them running.
Hours for payroll
Before
Someone pulled hours reports by hand every week, and they lagged payroll.
After
Daily hours arrive directly, and the team says they're more accurate.
What we built
A sales command center
Shipped revenue, gross to net, open pipeline and credits for every dispensary account.
A weekly review page
The one-on-one agenda as a dashboard: what moved, which accounts need an order, what's due.
Cost and margin by product
Production and payroll costs next to sales, reconciled to the books.
How it went
Done for them, reviewed with them on a weekly call.
Late June 2026
First call
Early July
Access to their warehouse and scope agreed
Early August
First dashboard review
Mid-September
The CEO: more progress in 30 days than in several months
Early October
Weekly review page in use, old BI tool retired
In their words
“We've made more progress with you in the last 30 days than in the last several months.”
“I'll buy ten TVs if we get to the point where our dashboards are all we want to look at, and we know they're accurate.”
Want results like these?
Book a 30-minute data sync call. We look at your systems and real data, and agree what to build and who does it.