Compounding Pharmacy — Power BI Automation for Financial Reporting

The Challenge

A compounding pharmacy needed Power BI automation for monthly financials, a real budget-to-actual variance analysis framework, and polished external reports for major pharmacy chain partners to strengthen credibility. Monthly reporting was manual, there was no variance analysis framework in place, and the business needed credibility-building reports to deepen its partnerships with major pharmacy chains.

What We Did

• Built Power BI dashboards automating monthly financial reporting
• Designed a budget vs actual variance analysis framework with drill-through to account and cost-center level
• Created professional, branded external reports for major pharmacy chain partners
• Automated the data pipeline so reporting refreshes without manual intervention
• Standardized KPI definitions across internal finance and external partner reporting

Outcome

Monthly reporting went from manual workbook assembly to automated Power BI delivery. Leadership gained real-time variance visibility, and the external reporting package enhanced credibility with major pharmacy chains — directly supporting expanded partnership relationships.