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Case study / 03 · Distribution

Great Distribution Operating System

A live Airtable system connecting orders, inventory, customer value, expenses, debt, and monthly performance for a real distribution business.

AirtableLinked recordsFormulasRollupsBusiness logic
At a glance / input to output
01 / InputRecorded order and payment
02 / SystemLinked records, formulas and rollups
03 / OutputStock, balances and performance view
209live order records
17monthly performance periods
7connected operational tables
Evidence

Live data → linked logic → visibility

Sanitized reconstructions of the verified Airtable structure, not raw interface screenshots. Customer identities and sensitive financial values are excluded.

Customer names, phone numbers, revenue, profit, and debt values are intentionally excluded from the public evidence.

The problem

The business had records, but not one operating picture.

Sales, stock movement, customer balances, expenses, and profit were difficult to understand together. Decisions depended on scattered data instead of a reliable operational view.

The system

Every order updates the wider business picture.

Each transaction links to its customer and product. Formulas and rollups then update stock, debt, profit, customer segmentation, lifetime value, and monthly performance.

Result

Routine data capture becomes a continuously updated operating view.

The system connects real order history to inventory, customer value, expenses, debt, and monthly performance—giving the business clearer information without maintaining separate reports.

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