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Business Intelligence
Distributor cuts the monthly close by 5 days with Holmes
An industrial distributor with 35 people went from closing the month in 8 days to closing it in 3 by rolling out Holmes dashboards connected to their Sage.
The problem
The monthly close was a foregone agony
Every month the finance department spent a long week reconciling Excels exported from Sage, cross-checking them with sales from the CRM and manually pasting it into a static dashboard for the board.
Forty chained Excel sheets where a single error cascaded down.
CRM sales that didn't match Sage invoicing. Someone had to decide which one was the 'good' one.
A senior person dedicated full-time for 8 days each month just for the close.
Management received the dashboard 10 days late. Decisions on stale data.
Our answer
What we built
Three Holmes dashboards (Sales, Financials, Customers) plugged directly into Sage. Rolled out in 4 weeks.
Three Holmes verticals
Sales, Financials and Customers configured with the distributor's specific business segments.
Training + handover
Four sessions with the finance department so the team can add metrics without depending on us.
Results
Results after 6 months
Calculated as the average of the last 6 monthly closes.
-5 days
Monthly close
From 8 to 3 days. One working week recovered every month.
x3
Decision speed
Management has the numbers 5 days earlier than before.
0
Reconciliation errors
One single source of truth — no possibility of mismatches.
"We recovered a person for a week every month. Management gets the numbers before the 5th. For us it's a cultural change, not just a technical one."
CFO
Industrial distributor · Vallès Occidental
Your case could be next
Is your monthly close a drama?
If you close in more than 5 days, we can prove on a call how Holmes shortens it.