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How Galley Put Its Financial Analytics & Modeling on Autopilot
技术
- 分析与建模 - 预测分析
- 应用基础设施与中间件 - 数据交换与集成
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 食品与饮料
- Software
适用功能
- 商业运营
- 销售与市场营销
服务
- 软件设计与工程服务
- 系统集成
挑战
Relying on Spreadsheets Ate Up Precious Time and Money. Like every startup, Galley runs a lean operation that moves quickly. Recognizing new opportunities and swiftly making the right moves are key to the company’s success, which relies on getting financial, sales, and other metrics into the hands of decision-makers without delay. Galley was using a bunch of spreadsheets to track KPIs, which was time-consuming and labor-intensive. Additionally, they had to manually clean customer data every month due to not keeping up with their CRM data after contracts were signed. To keep up, Galley employed an outside service to maintain its spreadsheet models and dashboards each month, adding additional overhead costs and resulting in complex spreadsheets that became too labor-intensive to update internally. Galley started searching for a new financial analytics and modeling solution that would reduce their reliance on the outside firm and complex spreadsheets. They needed a solution that could automatically pull in data from various sources like HubSpot CRM, QuickBooks, and Stripe to get real-time financial insights.
关于客户
Galley connects the dots of food data to create a system of feedback loops that helps food industry organizations make better decisions faster. Its “recipe-first ERP” platform centralizes food data to create a source of truth for recipes, which then drives purchasing, inventory management, training, menu planning, and more while providing insights to increase profits, reduce waste, and improve efficiency. In early 2022, Galley raised $14.2 million in Series A funding. The company operates in the food and beverage industry and leverages technology to streamline various business processes, making it a key player in the sector.
解决方案
Accurate, Real-Time Business Insights to Enable Faster Decisions. Galley started searching for a better solution to their financial dashboarding needs and found Mosaic. They began with Mosaic’s out-of-the-box integration to QuickBooks and, after cleaning up their customer data, added integrations to HubSpot and Stripe. Galley also uploads payroll data to Mosaic monthly via a simple file upload process. Using Mosaic, Galley runs revenue analytics, pipeline analytics, and creates revenue dashboards. They also perform scenario modeling to better understand their financial runway and potential revenue. Mosaic’s AE waterfall modeling capabilities replaced Galley’s previous manual spreadsheet model, making it easier to manage their relatively long AE ramp period and high average revenue per customer. Jason uses Mosaic to create Galley’s monthly income statement, balance sheet, and cash flow reports, reducing the need to access QuickBooks. Mosaic is also used for ad hoc financial modeling and to better understand SaaS-specific metrics, with executives using it to track sales revenue analytics.
运营影响
数量效益
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