Case studies
Projects and results
Three projects, three different problems. Client names are confidential.
Sales planning and tracking
One sales tool for 40+ people
Goal
One reliable view of sales across all stores and products, for everyone from top management to area managers.
What we built
Data cleaning, transformation and loading; store and SKU segmentation; sales planning, tracking and reporting in a single tool.
Result
40+
people use the same tool, from top management to area managers, with the weekly report ready every Monday morning.
Reporting automation
Monthly reporting in under 2 hours
Goal
Replace manual monthly reporting with a system that collects, processes and presents the data on its own.
What we built
Connections to the company’s databases, data-processing logic and reports generated on a schedule or on demand, always in the same format.
Result
< 2 hours
instead of 3 working days for the monthly report, with no manual copy-paste.
Planning and budgeting
Budgeting cycle cut from 8 to 4 weeks
Goal
A faster, more controlled budgeting process, with clear visibility of costs against plan.
What we built
Planning templates tailored to the business, what-if scenarios, expense tracking against budget and automated reports for management.
Result
8 → 4 weeks
for the annual budget, with three scenarios side by side and monthly plan vs actual tracking.
Free Excel template
Try planning with your own numbers
Download our Excel budget template: a monthly plan, plan vs actual with automatic status and three scenarios.
Which report takes your team the most time?
Describe it in a few sentences. We will reply with a concrete proposal for automating it.
Optimus Analytica
Business analytics, automation and AI
info@optimusanalytica.com
+381 60 493 0440
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