Case Study: Milo’s Tea achieves collaborative budgeting and accurate forecasting with Prophix Software

Milo’s Tea is Steeped in Budgeting Success

Milo’s Tea, a family‑owned maker of 100% natural ready‑to‑drink beverages founded in 1946, relied on Excel and a finance‑led process that limited departmental input and visibility during budgeting and forecasting. The company needed a way to involve managers early, move away from spreadsheets, and create a repeatable forecasting cadence tied to real business drivers.

By adopting Prophix, Milo’s centralized data from its Sage X3 ERP with hourly imports, enabled collaborative budgeting, and automated key reports (income statement, cash flow, balance sheet). The platform delivers flexible, accurate forecasts, customer‑ and product‑level gross margin analysis, CapEx tracking, and executive report distribution—freeing finance to focus on strategic analysis and improving profitability insights; Milo’s is now planning a move to Prophix Cloud.

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