Sales Budgeting That Works – Intelex’s Smart Solution for Retail
In retail, accurate and flexible sales budgeting is essential. Seasonal fluctuations, campaign impact, changes in consumer behavior, and market instability demand a solution that enables quick reactions and clear visibility. If budgeting still means sending Excel files, coordinating across departments, and manual calculations, it’s time to move forward.
Intelex Insight has developed a sales budgeting solution specifically for retail companies. Built on the Microsoft Fabric platform and powered by Azure cloud services, the solution is scalable, secure, and integrates smoothly with existing systems—making it ideal for medium and large retail businesses looking to modernize and automate their planning processes.
PS! If historical sales data is available, it can be used to build a machine learning algorithm that identifies patterns humans might miss and generates short-term forecasts for specific products and categories.
Rolling Forecasting – A Daily Management Tool
The economic environment in recent years has been highly volatile. The pandemic, supply chain disruptions, tax changes, and geopolitical tensions have shown that an annual budget is no longer sufficient. Intelex’s solution enables rolling forecasting—budgets can be updated at any time, scenarios can be tested, and plans adjusted based on market conditions.
For example, if sales revenue drops unexpectedly, the system immediately shows which cost lines need adjustment to stay within budget. The impact of changes is automatically calculated across the entire budget structure, providing instant insight into how monthly and departmental results are affected.
How Does the Solution Work?
The solution consolidates sales-related data from various sources and generates automatically updating reports. Users can adjust budget values hierarchically—for instance, if the company-wide sales target is changed, the system recalculates monthly and departmental figures accordingly.
A recent upgrade allows data entry and editing directly within Microsoft Power BI. This enhances user experience and eliminates the need to switch between platforms. Sales managers and department heads can input their data, monitor cost alignment, and make necessary adjustments—all in one place.
Why Choose Intelex?
Speed and simplicity – Budget updates take just minutes. Users report that monthly adjustments to reflect market conditions typically take around 10 minutes.
Accuracy and transparency – All changes are logged, and data remains consistent and controlled. Users cannot alter form structures but can add comments to explain adjustments.
Collaborative planning – The budgeting process can involve the entire organization, not just the finance team. This enables better accountability and clearer insight into departmental activities.
Scalability and security – Built on Microsoft Fabric and Azure, the solution ensures reliability, flexibility, and scalability.
Fast implementation – The solution can be deployed within a month, allowing teams to start using it in daily operations quickly.
A Daily Tool for Sales Teams
Intelex Insight’s Sales Analytics and Planning solution is designed with sales managers and teams in mind. It helps forecast sales, manage costs, analyze consumer preferences, and evaluate product and service performance. Additionally, it supports campaign planning and customer behavior tracking.
All of this happens in a single environment where data is visually clear, up-to-date, and easy to use. The solution integrates sales forecasting with other planning processes, saving time and reducing the chaos of spreadsheet-based budgeting.
Is Your Business Ready?
If you’re looking to make sales budgeting simpler, faster, and more strategic, get in touch with us. Intelex’s solution helps you stay focused, respond to changes, and grow profitability. Explore our solution, review our case studies, and let’s talk about how we can take your budgeting to the next level.