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BI & ERP Insight Services for Beverage Brands

Turn your data into decisions — and your systems into a strategy.

You didn’t implement Power BI or SAP just to stare at dashboards. You did it to understand what’s working, where your margins are leaking, and how to scale profitably.

We plug into the BI tools and ERP systems you already use — and translate the numbers into insights that help you grow faster, fund smarter, and plan for the exit you want.

✅ Insight-Driven Decision Support
✅ Growth & Margin Optimization from Your Data
✅ Acquisition, Retail, and Fundraising Alignment

Your Systems Hold the Answers. We Help You Find Them.

Scaling a beverage brand means making hundreds of decisions — from trade spend to pack size strategy. Your BI and ERP platforms are collecting the right data. But do you know how to read it in a way that fuels growth?

CREI’s BI + ERP Insight Services give you a strategic finance layer over the platforms you already have — so you get clarity, direction, and investor-ready insights from your own numbers.

Free Resources for Business Owners

The 49 Numbers Every Beverage Brand Should Track

Most brands track revenue. The smart ones track the forty nine numbers that actually drive growth, margins, and valuation. We’ll show you what they are — and keep your books aligned with the metrics that matter most.

Download the Guide

How We Help You Scale Smarter

Data-Driven Strategy Session

We audit your current BI dashboards and ERP reporting to identify where your key insights are buried — and where your biggest opportunities lie.

Custom KPI Mapping & Insight Extraction

We build proprietary models on top of your Power BI, Tableau, SAP, or NetSuite data — highlighting SKU-level margins, trade ROI, price elasticity, and channel performance.

Ongoing Strategic Finance Guidance

You get monthly executive summaries that interpret the data for your leadership team — with clear, proactive recommendations to improve margin, growth, and valuation.

What You Get — and Why It’s Different

Smart KPI Mapping from the
Tools you already use

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We don’t rebuild your systems — we optimize them. We structure your dashboards and reports to reflect investor and acquirer expectations, so your team is aligned on what matters.

Insight-Backed Growth Strategy

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We don’t just report the numbers — we tell you what they mean. You’ll know which SKUs, packs, promos, and regions are driving profit, which are draining cash, and what to do next.

Trade Spend & Promotional ROI Modeling

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We pull promotion data from ERP or field sales reports and analyze it at a granular level. Then we help you reallocate dollars toward high-return initiatives — and cut waste.

Forecasting That Integrates
Real-Time Systems

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We take what’s in your ERP and BI systems and plug it into dynamic models that account for channel expansion, pricing changes, and cash needs — not just last year’s plan.

Valuation & Acquisition-Ready Metrics

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We align your data with what strategic buyers want to see. You’ll know how your business looks through the lens of Coca-Cola, PepsiCo, or a private equity firm — and how to improve the picture.

A Strategic Partner,
Not a Software Vendor

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You get a finance expert who understands trade, DSD, UNFI margins, and ERP glitches — and who can speak to your ops, finance, and sales teams in their own language.

Build for Beverage Brands - Not Genetic Businesses

At CREI, we understand how beverage companies operate — from deduction management in NetSuite to trade ROI buried in Power BI.

That’s why our insight services focus on what software tools can’t do on their own:

✔ Distributor & Retailer Margin Mapping
✔ Pricing Elasticity Across Packs & Channels
✔ Trade Spend ROI at the Customer Level
✔ Gross-to-Net Reporting Aligned with Acquirers
✔ Clean Dashboard Architecture for Board Meetings

Whether you’re prepping for retail expansion or planning a high-multiple acquisition, we help your existing systems tell a better story.

Pricing — Scaled to Your Stage

Starter Systems Plan

$12K

/month

<$1M in annual revenue

Growth Systems Plan

$18K

/month

$1M–$5M in annual revenue

Enterprise Systems Plan

$25K

/month

$5M+ in annual revenue

Ready to Turn Your Systems Into Strategic Advantage?

Schedule a Free Consultation

We’ll review your dashboards, your ERP reports, and show you exactly where the growth levers are — no new tools, no added headcount, just better decisions from the systems you already pay for.