Integrated Excel System to Parse Sales Data and Generate Reports
Taylor Gee
The Challenge
The wines available at Region are sourced from a significant number of regional vineyards. Purchasing data and consumer information provide valuable insight about individual wine performance, so Region keeps detailed records of every tasting, ½ glass, and full glass sold and solicits contact information from those patrons who are willing to share. Parsing sales data from multiple Point of Sale (POS) exports and file types to deliver accurate feedback to vineyards proved time consuming and lent itself to human error. The company also wanted an easy way to integrate their merchandise and food sales into their system.
“Working with SheetLogic was 100% the right choice for us, I just wish we’d done it sooner. Keeping track of so many different wines, serving sizes, and merchandise left us with a mess at the end of every month. Now, I actually don’t dread A/R work and feel more confident in the information I’m sharing with the wineries.”
-Johan E.
Co-Founder, CEO
The Results
Since implementing SheetLogic’s solution, Region’s A/R process is simplified, eliminating at least 10 hours per month, per location and greatly reducing human error.
The Logic
SheetLogic developed an integrated system to parse sales data from multiple sources. The result is a user-friendly automated system with features including one-click data uploads, print-to-PDF integration, and combined wine + merchandise/food sales, making the new system a “one-stop-shop.”
“One of my favorite features of our new system is that I can upload data so quickly. We used to run in circles trying to combine data from different sources into one master sheet, and now the system does almost all the work for us.”
-Johan E.
Co-Founder, CEO
Region’s Testimonial
“Taylor delivered the perfect solution for our business. We were nearly pulling our hair out at the end of every month, and now getting through the A/R process is simple. Our new system is so simple even though we’re keeping track of quite a bit of different data. Thanks Taylor!”
-Johan E.
Co-Founder, CEO
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Posted Oct 7, 2024
Developed an integrated system to parse sales data from multiple sources with user-friendly automated features for uploading and generating reports.
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