A fresh food distribution SME reconciling its numbers by hand every month. Today, the CFO sees real margin in real time.
Anonymized at customer request
Context
65 employees · €12M revenue
Geography
Wallonia
Plan chosen
Core
Deployment duration
5 weeks (week 1 to 5)
Stack before Metryx
Odoo 17 (Sales, Stock, Accounting) · Excel · ad-hoc Power BI
The problem
The CFO and head of sales worked from Excel exports prepared every week. Month-end close took 9 days because sales and accounting numbers didn't reconcile. As a result, end-of-month promotions were decided two weeks late, and real margin per customer was never consolidated.
What we put in place
Microsoft Fabric platform installed and operated by Metryx. Automatic Odoo synchronization multiple times a day. One Sales & Margins pack with KPIs aligned between sales and finance. Power BI dashboards delivered through Teams for site managers and the CFO.
The results
Metric
Before
After
Month-end close
9 days
3 days
Real margin per customer
Visible with 3-week lag
Visible in real time
Excel consolidation hours
14 h / week
0 h
Gap between sales and finance reports
Recurring
Single shared source
« We stopped arguing about the numbers in meetings. We talk about the decisions to make. »