Case Study: Jel Sert achieves streamlined sales planning and accurate budgeting with Prophix Software

A Sales Planning Treat for Jel Sert

Jel Sert, a family-owned food and beverage manufacturer and nationwide distributor operating since 1926 (>$250M revenue, 1,000+ employees), faced a slow, disjointed sales planning process that made consolidation of detailed budgets and timely, accurate financial reporting difficult. Their legacy approach prevented high-level sales analytics and hindered planning and forecasting across 500+ SKUs, five product categories and 800+ retailers with thousands of ship-to locations.

By implementing Prophix, Jel Sert migrated monthly financial reporting and expense allocations into a unified model, enabling detailed budgeting and forecasting for top customers and summary-level planning for others, controlled by district sales managers via Prophix Workflow. They now import COGS, overheads and SG&A from Excel into the master model, analyze volumes, net sales and average net prices by SKU/channel/customer, and conduct personnel planning by employee; the change produced faster consolidation, more accurate reporting and improved sales visibility, with plans to broaden operational planning and eliminate remaining Excel templates.

Jel Sert