4+
Source systems unified into one layer
Case Study
From Four Systems to One Source of Truth
How a regulated US neurovascular device manufacturer turned siloed ERP and third-party market data into dashboards leadership trusts — with every KPI reconciled to source.
A fast-growing medical-device company in the neurovascular space had four systems each holding one slice of the truth — NetSuite for orders and invoices, a SQL data warehouse for governed views, Acuity for third-party TAM and procedure-volume data, and ops tools tracking status. Every board review required manual exports, spreadsheet reconciliation, and three 'official' reports that could each show a different answer. As a regulated, audited manufacturer, every reported number had to tie back to source. Lets Viz consolidated all four systems into one validated semantic model — and only then built the dashboards.
Medical Devices · United States·Power BINetSuiteSQL Data WarehouseAcuity TAM DataDAX
⚡
Medical Device Co.NetSuiteAcuity TAM✓ validated
Executive Scorecard
Account Health
Territory
Market Share
Product Mix
100% KPIs reconciled to source
Total Revenue (YTD)
$24.8M
▲ vs $22.1M plan
NetSuite · validated
Market Share
18.4%
▲ +2.1pp YoY
Acuity TAM blend
Active Accounts
342
▲ +28 QoQ
all regions
Quota Attainment
94.2%
▲ vs 89.1% prior yr
field reps
Avg. Deal Size
$72.4k
▲ +8.3% YoY
neurovascular
Revenue vs Quota — YTD Monthly
Power BI Revenue Quota
▲ 12.2% above quota run-rate — 3 months ahead of plan
Account Health by Region
RLS ActiveNorth East
39
South East
32
Mid West
31
West Coast
33
Growing At risk Untapped
Market Share vs TAM
Acuity18.4%
Our share 18.4%
Market 81.6%
+2.1pp YoY · Acuity TAM
Fixed: was reading 0% (model error)
Revenue by Product Family
NetSuiteNeurovascular A
$11.2M
Neurovascular B
$7.4M
Accessories
$4.1M
Service
$2.1M
Each line validated to NetSuite invoice data
Validation Status
Board-gradeRevenue (YTD)✓ Reconciled
Market Share✓ Fixed + reconciled
Quota Attain.✓ Reconciled
Active Accts✓ Def. aligned
Avg Deal Size✓ Reconciled
100% of KPIs pass source reconciliation
At a glance
Results That Speak for Themselves
1
Validated source of truth
100%
KPIs reconciled to source data
3-tier
Role-based security for field rollout
From challenge to outcome
The Problem & Our Approach
Four Systems. No Trusted View.
The company had grown fast, and each system owned just one slice of the truth — the ERP knew orders and invoices, separate sources knew quota and market data, and ops tools tracked status. Nothing assembled them. Every review meant a manual export from each system, a paste into a shared spreadsheet, and reconciliation by hand before anyone could answer a basic question — and three 'official' reports could show three different answers to the same one.
- Margin & segment blindness — multiple product families and revenue streams with no clean way to see profit per line without manual attribution.
- No real-time view of what to prioritise — hundreds of accounts, but no live answer to 'who's slipping, who's growing, and where is the open opportunity?'
- Numbers that didn't tie — 'Active accounts' and headline figures meant different things on different pages, eroding trust in every dashboard.
- Hard constraint: every number must reconcile to source — in a regulated, audited business, a pretty dashboard isn't enough. Each figure had to survive a CFO / board review.
- The headline market-share metric was reading essentially zero due to a data-model error — built by blending internal revenue with third-party Acuity data with a broken join.
One Validated Layer — Then Dashboards On Top
Lets Viz consolidated every source into one governed Power BI semantic model, independently validated every metric against raw data, and only then built the dashboards — with a plain-English AI layer on top. The result: a single source of truth the whole organisation can trust.
- Consolidation — blends the internal ERP and warehouse views with external market data (via Acuity) into one governed semantic model. One definition per metric, no competing versions of the truth.
- Validation — every KPI independently recomputed from raw source data. Mismatches traced to root cause and fixed before anything is published.
- 5 production dashboards — Executive Scorecard, Account Health, Territory & Regional Performance, Market Share & Opportunity (Acuity TAM), and Product / Mix Depth.
- 3-tier row-level security — executives see everything, managers see their region, reps see only their own book. The prerequisite for safe, field-wide rollout.
- AI / explanation layer — plain-English explanations of every metric plus an automated variance digest that flags anomalies before a human goes looking.
What We Achieved
One governed semantic model replacing 4+ disconnected system exports
Daily manual reconciliation ritual eliminated — data is current when the meeting starts
Headline market-share metric corrected from near-zero to board-grade — data-model error caught by independent validation
5 production dashboards delivered: Executive Scorecard, Account Health, Territory, Market Share, Product Mix
3-tier row-level security enabling safe rollout to every field rep and manager
AI variance digest flags anomalies automatically — analysts no longer go looking, they get alerted
Dozens of KPIs defined, documented, and reconciled to source
Solution Architecture — Four Layers
| Layer | What It Does |
|---|---|
| Consolidation | Blends NetSuite ERP, SQL warehouse views, and Acuity third-party TAM data into one governed semantic model — one definition per metric. |
| Validation | Every KPI independently recomputed from raw source data. Mismatches traced to root cause and fixed before anything is published. |
| Dashboards | Executive and field dashboards on the unified layer — each role sees exactly what it needs, nothing it doesn't. |
| Security | Row-level security: executives see everything, managers see their region, reps see only their own book. |
| AI / explanation | Plain-English explanations of every metric plus an automated variance digest that flags anomalies before a human goes looking. |
5 Dashboards — What Leadership and the Field Can Now See
| Dashboard | Audience | The Question It Answers |
|---|---|---|
| Executive Scorecard | Leadership | How are we doing right now versus plan? |
| Account Health | Reps & managers | Which accounts are growing, at risk, or still untapped? |
| Territory & Regional Performance | Managers | Who needs coaching, and where is revenue concentrated? |
| Market Share & Opportunity (Acuity TAM) | Leadership | Where do we win, and where are we under-penetrated? |
| Product / Mix Depth | Leadership | How deep does each account and region go across the product line? |
“
Hard constraint set at the start: every number must reconcile to source. In a regulated, audited business, a pretty dashboard isn't enough — accuracy was the non-negotiable, not aesthetics.
Engagement Principle·Unified Analytics — US Medical Device Manufacturer (NDA)
The Flagship Metric Fix — Board-Grade Accuracy
Independent validation caught the headline market-share metric reading essentially zero — built by blending internal NetSuite revenue with third-party Acuity procedure-volume data. The root cause was a data-model join error that made the denominator orders of magnitude too large. Corrected to a defensible figure leadership now reports to the board.
- Market-share metric was producing near-zero values — not visible as wrong until independently recomputed.
- Root cause: Acuity TAM denominator was joining at the wrong granularity, inflating the divisor by 100x.
- Fix applied to the semantic model — all downstream dashboards corrected in one change.
- Result: a defensible market-share figure that survived CFO review and is now reported at board level.
- Validation discipline: every KPI recomputed from raw SQL before any dashboard is marked as production-ready.
The Pattern — Not the Industry
The problem this client had is not unique to medical devices. Any operator running several systems — an ERP for production, a platform for orders, an accounting tool for finance — faces the same disconnect. The data exists. The APIs exist. What's missing is a reliable, automated bridge that pulls everything into one trusted place, and the discipline to make sure every number is correct.
- Any business with 3+ systems and manual spreadsheet reconciliation has this problem.
- Validation before publishing — not after — is what makes dashboards survive board-level scrutiny.
- Role-based security is not a feature — it's the prerequisite for giving field teams access to live data.
- A governed semantic model means one definition per metric, enforced at the data layer, not the report layer.
- If your team exports data from one system and pastes it into another — even once a week — that's the problem we solve.
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