Executive Overview

SAMPLE DATA · FOR DISCUSSION
Sage 100 revenue, margin, ARSamsara deliveries, on-timeFleetio cost per mileDTN / Argus market referenceSafety stack incidents

Gallons delivered by month

Sage 100 invoices joined to Samsara delivery stops

Gross margin by business line

Sage 100 GL, trailing period

Fuel margin, cents per gallon

Sell price less landed cost (rack + freight + taxes)

Region scorecard

Every number on this table drills to its source system
DTN NYMEX ULSD settleArgus Media Gulf Coast rack assessmentsSage 100 sell price and landed costDashfuel terminal inventory

NYMEX ULSD vs. rack vs. ARG average sell price ($/gal)

Weekly, last 26 weeks

Spread over rack (cents/gal)

ARG average sell price minus Argus rack, weekly

Fuel margin by terminal (cents/gal)

Trailing period, filtered by region

Terminal days of supply

Dashfuel inventory / trailing 14-day draw. Target band 3 to 6 days
Samsara GPS, HOS, idle, MPGDashfuel orders and dispatchSage 100 delivered gallons

On-time delivery rate by month

Delivered inside the customer window (Samsara arrival vs. Dashfuel promise)

Order-to-delivery cycle (hours)

Dashfuel order timestamp to Samsara geofence arrival, by region

Idle time share of engine hours

Samsara engine data, fleet average

Driver productivity

Gallons per on-duty hour, trailing period. Top and bottom five
Fleetio work orders, PMs, partsSamsara odometer and fault codesSage 100 AP for outside repair

Maintenance cost per mile

Fleetio cost / Samsara miles, monthly

Spend by repair category

Fleetio VMRS system codes, trailing period

Preventive maintenance compliance

PMs completed on or before due mileage, by unit class

Highest-cost units

Trailing period. Flags units where cost per mile is more than 1.5x class average
FMCSA SMS / CSASambaSafety MVR monitoringCommercial Fleet Data SystemsISNetworldVeriforceSafetyCulture inspections

CSA BASIC percentiles vs. intervention threshold

FMCSA SMS, hazmat carrier thresholds. Lower is better

Driver risk tiers by region

SambaSafety MVR score bands, current active drivers

Customer contractor-portal standing

ISNetworld and Veriforce grades, top operator accounts (names masked)

SafetyCulture inspections completed vs. scheduled

Terminal and yard inspections, trailing period

Maverick Fuels integration tracker

Acquisition closed May 20, 2026. Legacy ARG and Maverick shown side by side from June

Monthly gallons, legacy ARG vs. Maverick

Sage 100 company codes after migration

Fuel margin (cents/gal), legacy ARG vs. Maverick

Same landed-cost method applied to both books

Integration milestones

Status by workstream

Customer retention, acquired accounts

Maverick accounts with an order in the month vs. the May baseline

How the twelve systems become one report

Built in the order Robert listed them, priority systems first

Wave 1 · Core operations

Sage 100, Samsara, Fleetio

Financials, deliveries and fleet cost in one model. This is where the Executive Overview, Fleet and Maintenance pages come from, and it is the base every later wave plugs into.

Wave 2 · Supply and market

Dashfuel, Argus Media, DTN

Dispatch and inventory from Dashfuel as it goes live, plus licensed price feeds, so margin is measured against the market every week rather than at month end.

Wave 3 · Safety and compliance

CFDS, ISN, Veriforce, SambaSafety, FMCSA, SafetyCulture

Six safety systems rolled into one driver and carrier view, so the safety team stops logging into six portals to answer one question.

Source system inventory

How each system typically connects. Access method confirmed with ARG IT during discovery
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ARG Petro · Discovery session · October 23, 2026

One view of the business, from the rack to the driver's seat

A working concept for an executive reporting layer across ARG Petro's twelve core systems, built on Microsoft Power BI.

BI Consulting ServicesSample data. Prepared for discussion.
What we heard

Leadership wants dashboards that pull from every source, not just the ERP

Growth is adding complexity

Fifteen locations across Texas, a new logistics platform going in, and Maverick Fuels joining the business since May.

The data lives in twelve places

Finance, trucking, maintenance, pricing and six separate safety systems, each with its own login and its own version of the numbers.

The C-suite needs one answer

Volume, margin, service, fleet cost and safety on one page, current to the day, with the ability to drill down when something looks off.

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Your systems, in your priority order

Twelve sources, grouped into three build waves

1Sage 100ERP and back office
2SamsaraTrucking telematics
3FleetioMaintenance tracking
4DashfuelLogistics, in implementation
5Argus MediaPetroleum pricing
6DTNNYMEX and petroleum data
7Commercial Fleet Data SystemsSafety
8ISN SoftwareSafety
9VeriforceSafety
10SambaSafetySafety
11FMCSASafety
12SafetyCultureSafety

Navy: Wave 1, core operations  ·  Orange: Wave 2, supply and market  ·  Teal: Wave 3, safety and compliance

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The end state

Six report pages, one data model, one version of the numbers

Executive Overview

Gallons, revenue, margin, on-time rate, fleet cost and safety on a single page, by region and business line.

Supply & Margin

Sell price against rack and NYMEX every week, margin by terminal, and days of supply.

Fleet & Delivery

On-time performance, order-to-delivery cycle, idle time and driver productivity.

Maintenance

Cost per mile, PM compliance and the units costing the most to keep on the road.

Safety & Compliance

CSA standing, driver risk tiers, contractor-portal grades and inspections in one place.

Maverick Integration

The acquired book tracked against legacy ARG until the two run as one.

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End to end

How data moves from each system to the executive report

1. Connect

  • APIs for Samsara, Fleetio, SafetyCulture, SambaSafety, FMCSA
  • Database or ODBC link for Sage 100
  • Licensed feeds for Argus and DTN

2. Land and clean

  • Scheduled loads into an Azure data warehouse
  • Shared keys for customer, truck, driver, terminal and product
  • History kept for trend reporting

3. Model

  • One Power BI semantic model
  • Agreed definitions for margin, on-time and cost per mile
  • Row-level security by role and region

4. Deliver

  • Power BI app for the C-suite
  • Mobile layout for the field
  • Alerts when a KPI crosses its threshold
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Phased delivery

Value in the first wave, then each wave adds a layer

Wave 1 · Core operations

Sage 100, Samsara, Fleetio

Executive Overview, Fleet & Delivery and Maintenance pages live. Definitions signed off with finance and operations.

Wave 2 · Supply and market

Dashfuel, Argus, DTN

Supply & Margin page. Timed to follow the Dashfuel go-live so we build on its final data structure.

Wave 3 · Safety

Six safety systems

Safety & Compliance page with driver-level drill-through and threshold alerts.

We work in short sprints with a weekly call and a show-and-tell of working pages, so leadership sees progress every week rather than at the end.

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Built for how ARG Petro is growing

The model is designed to absorb the next acquisition

Maverick Fuels as the first test

Acquired books map into the same customer, product and terminal keys, so leadership can compare acquired and legacy performance side by side from the first month.

When the integration is complete, the comparison page retires and the data simply becomes part of the whole.

Ready for what comes next

New terminals, cardlocks and regions are added as rows, not rebuilds.

The same pattern applies to a future acquisition: connect its systems, map the keys, and it shows up in every report.

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Security and ownership

Your data stays in your Microsoft environment

Your tenant

The warehouse and reports are built in ARG Petro's Azure and Power BI tenant. You own the deliverables built for you.

Role-based access

Executives see everything. Regional managers see their region. Safety sees driver detail that others do not.

Documented

Every metric has a written definition and a source, so a number in a board meeting can be traced back to the system it came from.

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Beyond reporting · with our sister agency, Evolve Digital Marketing

Where marketing dollars would work hardest

1. Own local search at every location

A verified Google Business Profile for each of the fifteen sites, all under the ARG Petro name. Some listings, including Facebook, still show the Arguindegui name.

2. Search ads on buying-intent terms

Bulk diesel, DEF, frac fuel and lubricants, targeted around each terminal. You pay only when a buyer is already looking.

3. LinkedIn for commercial accounts

Reach operations and procurement leaders at operators, railroads, municipalities and contractors. One company page instead of two.

4. Put your proof on the website

The ConocoPhillips supplier award and the railroad work are ready-made case stories. The homepage carousel repeats one quote.

5. Tell the acquisition story

A clear message to Maverick Fuels customers on what changes and what stays the same protects the accounts you acquired.

6. Measure it on the same dashboard

Calls and web leads traced to Sage 100 accounts, so spend sits next to gallons and margin.

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About BI Consulting Services

A Microsoft partner focused on Power BI, Azure and integration

8+

years delivering Power BI, Power Platform and Azure analytics

US

based development team working on an agile cadence with weekly client calls

API

and ERP integration work alongside reporting, including Sage 100 and fleet telematics

Microsoft Partner · MBE certified · powerbiconsultingservices.com

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Next steps

What we would need to move forward

  1. Confirm the C-suite audience and the five or six numbers each person looks at first.
  2. Confirm access for Sage 100, Samsara and Fleetio (version, hosting, API keys or read-only accounts).
  3. Dashfuel timeline, so Wave 2 lines up with its go-live.
  4. BICS returns a scoped proposal with timeline and cost for Wave 1, with Waves 2 and 3 priced as options.

Questions for today

  • Which of today's reports do you trust least?
  • Is Sage 100 on Premium (SQL Server) or Standard/Advanced?
  • Who owns the Argus and DTN subscriptions, and do they include data feeds?
  • How is Maverick's data being brought over?
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