Case Study: a national wine production, marketing and distribution company achieves streamlined SKU-level budgeting and real-time financial reporting with True Sky Inc.

National Wine Production, Marketing and Distribution Company - Customer Case Study

a national wine production, marketing and distribution company engaged True Sky Inc. to solve a time-consuming, error-prone budgeting process that relied on consolidating 100 Excel spreadsheets from 20+ contributors to budget hundreds of SKUs across multiple markets. True Sky Inc. delivered a Financial and Sales/Revenue Forecasting Model with an Excel user interface to speed user adoption and integrate source data.

True Sky Inc. implemented the forecasting model with seamless source-data integration, unlimited versioning for what-if scenarios, and presentation-quality financial reports (including cash flow and balance sheet), eliminating the need to create and consolidate hundreds of spreadsheets. The solution enabled real-time drill-downs to product-level details, streamlined input from 20+ contributors, and produced consolidated, audit-ready budget reports.