Work/Case study

Commercial board.Spend, sell-out, and stock in one picture.

A commercial system for a global electronics brand that already had the numbers, just not in one place. Regional budgets, distributor sales-out, inventory, and customer matching, so spend, sell-out, and stock can be read together.

CommercialGlobalIllustration
Reported
Trade
List
Accounts matched

Global regions

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 the customer records only knew the partners someone had already matched by hand.

The solution

Import, match, enrich, then read.

A budget desk and a sales-out board for a global business. Upload the file, map the partner, enrich the product, and compare what the distributor reported with trade and list price. Regional budgets, targets, and inventory sit on the same system.

  1. Import
  2. Match
  3. Enrich
  4. Budget
  5. Report

How it maps to geodesAic

One product, three capabilities.

One board

One board for the commercial picture.

Reported, trade, and list price side by side. Regional budget next to sell-out. The same numbers, read by the people who act on them.

The import

The file stops being the process.

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

Used every month

An internal product, used every month.

Dashboards, targets, inventory, 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.

A custom application and database in front of the records the business already kept. Distributor files come in as spreadsheets, partners map to known accounts, and products pick up a shared product record so a reported figure can sit next to trade and list price.

Custom applicationDatabaseCustomer recordsSpreadsheet importProduct record

The outcome

Regions, finance, and sales on the same board.

Finance, regions, and sales open one system: budget against spend, sell-out by distributor, a product record behind every item, and a match to the customer records instead of a private spreadsheet.

What's slowing the work down?

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