SAMPLE: Qosina × BI Consulting Services — Sales Order Intelligence Board

Sales Order Intelligence Board for a 5,000-component catalogue

One Power BI model over sales-order lines from Ronkonkoma and Cusano Milanino: orders and revenue by product family, line-item fill rate, sample-to-order conversion, top OEM accounts and backorder ageing — refreshed from the ERP, not from spreadsheets.

Prepared for DJEVP & CITDO, Qosina

September 2026Concept demonstration

Data scope24 months · 3 regions · 6 families · 24 sub-families

Trend · 24 months

Order revenue by month, with line-item fill rate

Fig. 1

Revenue, selected periodRevenue, outside periodFill rate (lines shipped complete)

What this board answers

Three questions the sales team asked

Signature view · Component catalogue grid

24 sub-families sized by order lines, shaded by fill rate

Fig. 2

Fill rateTile area = order lines · dashed outline = below 95% target

Ranking · Accounts

Top 8 OEM customers by revenue

Fig. 3

USEURest of world

Availability · Backorder ageing

Open backorder lines by age band

Fig. 4

Conversion · Free samples

Sample request → quote → first order

Fig. 5

Ask the data · AI layer

Natural-language question over the same model

DJ · 09:14 · scope: All regions · All families · Last 12 months

Ask a follow-up, e.g. “which EU accounts are waiting on silicone tubing?”Ask

Private AI on your own server

The "ask the data" panel above is built to run on a GPU server inside your own network: an open-weight model over your own documents, with every answer citing the file it came from. No per-seat licence, works offline, and nothing leaves the building.

How it sits in your environment

One appliance-class server on your rack or in a secured closet. Your files are indexed where they already live; the model runs locally; answers come back with the source page attached.

What that means in practice

1
Your data only, on your hardwareAn open model over your own documents and exports. No third-party AI processor, no data-transfer agreement to review.
2
Every answer cites its sourceReplies point to the file and page they were drawn from, so people check the answer instead of trusting it blind.
3
No per-seat licenceThe whole team can ask questions. Cost is the server and our build, not a monthly number that grows with headcount.
4
Works offlineIf the internet connection goes down, the answers still come. Nothing depends on a vendor's uptime or pricing changes.