Work/Case study

Budget & Sales Out.Spend, sell-out, and stock in one picture.

The commercial system beside EmailPOS. Regional budgets, distributor sales-out, inventory, and Salesforce matching for the same global headset business — so spend, sell-out, and stock can be read together.

Book a similar build

Sales outBudgetIllustration

Reported

Trade

MSRP

Salesforce synced

The challenge

The numbers lived in different rooms.

Distributor reports arrived in a different shape every time. Budgets lived in another tool. Sales could not see spend, sell-out, and stock as one picture, and Salesforce only knew the resellers someone had already matched by hand.

The solution

Import, match, enrich, then read.

A global budget desk and a sales-out board. Upload the file, map the reseller, enrich the SKU, and compare what the distributor reported with trade and MSRP. Regional budgets, targets, and inventory sit on the same system.

Import
Match
Enrich
Budget
Report

How it maps to geodesAic

One product, three capabilities.

Business intelligence

One board for the commercial picture.

Reported, trade, and MSRP side by side. Regional budget next to sell-out. The intelligence work geodesAic means: the same numbers, read by the people who act on them.

Business process & automation

The file stops being the process.

Import, column mapping, reseller match, and SKU enrichment replace the handoff between a distributor spreadsheet and a finance workbook.

Product enablement

An internal product, used every month.

Dashboards, targets, inventory weeks, and an executive read. Built for the team that runs the channel, not as a one-off report.

The tech stack

A system of record, not a spreadsheet chain.

Custom PHP and MySQL in front of Salesforce. Distributor files come in as CSV or Excel, resellers map to known vendors, and SKUs pick up the product master so reported value can sit next to trade and MSRP.

Custom PHPMySQLSalesforceExcel importProduct master

The outcome

Regions, finance, and sales on the same board.

Finance, regions, and sales open one system: budget against spend, sales-out by distributor, a product master behind every SKU, and a Salesforce match rate instead of a private spreadsheet.

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