Portia Data | Retail Decision Hub

Monday management view

Executive brief

One trusted picture of revenue, margin, stock, payments and priority actions — built above the systems the retailer already uses.

Sales against target

Filtered view, aggregated by day

Net salesTarget

What-if opportunity calculator

Translate data into a commercial conversation, not just a dashboard.

Recover dead-stock cash: 30%

Capture at-risk stockout sales: 40%

Close payment exceptions: 70%

Recover margin leakage: 50%

Estimated 30-day opportunity

Management focus

Portia touchpoint

Weekly action pack + accountable owners + measured outcome.

From reporting to action

Stock action centre

Prioritises reorders, transfers, markdowns and discount reviews using branch-level stock and demand patterns.

Decision workflow

Done	Priority	Branch	SKU / product	Stock health	Recommended action	Why	Potential value

Multi-branch clarity

Branch performance

Reveals which stores create revenue, which create profit and where management attention is required.

Like-for-like view

Revenue contribution

Relative contribution for the selected period

Margin quality

Revenue alone can hide weak profitability

Branch diagnostic table

Branch	Net sales	Gross margin	Margin %	Discount %	Units	Stockout events	Target attainment	Management signal

Sell-to-cash visibility

Payments & control

Connects POS sales to actual collections and highlights unmatched M-Pesa, cash and settlement exceptions.

Finance + operations

Payment mix

How customers paid in the selected period

Control exceptions

Items that should be investigated before month-end

Reconciliation by branch

Branch	Collections	Unmatched amount	Match rate	Avg settlement	Signal

Why Portia is not another POS

Portia data platform

The operational systems remain in place. Portia creates the trusted decision layer across them.

System-agnostic

→

PORTIA DATA

Decision layer

Ingestion • quality checks • historical model • KPI definitions • forecasting • action rules

→

Owner briefWhat changed and why

Action centreWhat to do next

AlertsExceptions requiring attention

Board packOne trusted management story

01 — CONNECT

Keep the current POS

Start with exports from Sazara, Odoo or another POS; deepen to APIs later.

02 — TRUST

Define one version of truth

Standardise revenue, margin, stockout and branch KPIs across systems.

03 — DECIDE

End every insight with an action

Reorder, transfer, investigate, coach, promote or pause buying.

04 — MEASURE

Track realised value

Measure cash released, sales protected, time saved and exceptions closed.

10-day proof of value

Pilot setup

Use the synthetic demo in a sales meeting, or upload a prospect’s exported sales file for a more personalised conversation.

No migration required

Try a client sales export

The browser processes the file locally; this prototype does not upload it anywhere.

Expected columns are shown on the right.

Minimum CSV structure

date,branch,net_sales,cogs,units_sold,target
2026-07-01,CBD,125000,82000,128,120000

What updates: executive KPIs, trend chart and branch performance. Inventory and payment views remain in demo mode until their exports are connected.

Fast real pilot inputs: sales lines, product master, daily stock, payment settlements and branch targets.

Recommended 10-day pilot deliverables

DAYS 1–2

Connect & profile

Receive exports, document KPI definitions and report data quality.

DAYS 3–5

Model & visualise

Build sales, stock, payment and branch management views.

DAYS 6–8

Prioritise actions

Identify the first five leakage points and assign owners.

DAYS 9–10

Prove & propose

Present quantified opportunity and agree the managed decision layer roadmap.