Finance: CPG

Digitized excel-based forecast process to drive standardization and enable self-serve reporting.

Business Challenge

The monthly forecast process was managed by different individuals depending on the commodity being forecasted. All forecasts were manually generated in excel with disparate financial models that lacked transparency and standardization.


  • Standardized and digitized Excel based models by building an Alteryx/PowerBI Solution.
  • Alteryx was used to collect disparate data sources, cleanse data, and perform financial calculations.
  • dashboards were built to report monthly financial cost forecasts and provide drill-down capabilities to better understand causes of cost variance.
  • Tangible benefits included: self-service reporting in PowerBI; added transparency to financial models and calculations; standardized reporting process; reduced monthly model creation and maintenance duration, freeing up time for value-add analysis.