Sales Forecast Application – Mendix Case Study
The client is a global engineering and technology organization that depends on accurate sales forecasts for financial planning, revenue tracking, and performance analysis across business units.
Sales and revenue forecasts were managed manually using Excel, leading to
Complex and error-prone calculations
Difficulty maintaining historical data
Limited visibility into year-on-year revenue changes
Time-consuming reporting processes
MXTechies developed a custom Mendix Sales Forecast Application that enabled:
Bulk import of forecast data using configurable templates
Centralized master data maintenance
Automated revenue calculations during data import
Financial year-based revenue comparison
Delta comparison between forecast versions
Downloadable Excel reports
Client :
Global Engineering & Technology Company
Industry :
IT / Sales
Project Name :
Sales Forecast Application
Duration :
3 Months
● Sales forecast process digitalization
● Dynamic revenue calculation by financial year
● Bulk data import and historical data management
● Revenue comparison and delta analysis
● Excel-based report exports
Replaced manual Excel processes with a web-based application
Enabled real-time revenue comparison and tracking
Improved data accuracy and stakeholder visibility
Delivered within a tight 3-month timeline
Fully functional enterprise sales forecast application
Successful import of large and historical datasets
Automated and accurate revenue calculations
Faster decision-making through clear comparisons
Sales and revenue data managed in one system.
Revenue calculated dynamically with year-wise comparison.
Clear insights for faster and accurate decision-making.