Enhancing Sales Insights in Sage X3 with SEI Reporting

“We know we are selling, but we don’t have the complete picture—who’s buying what, when, and how much.”

This was the exact challenge faced by one of our U.S.-based customers in the Food & Beverages (F&B) services industry. As a fast-growing business, they needed to stay on top of customer demand, seasonal sales fluctuations, and product-wise performance. But with standard Sage X3 reporting, the insights were fragmented, and leaders couldn’t get the 360-degree sales visibility they needed.

That’s where our team stepped in.

The Business Requirement

The client wanted a solution that would:

• Show monthly sales revenue and quantities for every product.
• Provide customer + product combination reports.
• Offer a consolidated view of the current fiscal year.
• Enable multi-year comparisons for strategic planning.

These insights were critical for:

• Planning seasonal demand for condiments and packaged foods.

• Optimizing supply chain and inventory.
• Strengthening customer relationships by identifying loyalty patterns.

The Challenge with Sage X3

While Sage X3 is a robust ERP, its standard reporting has some limitations:

• Only one customer’s data can be viewed at a time.
• Reports can only be generated between a specific start and end date.
• No month-wise breakdown for customer and product combinations.

As a result, management teams were left manually piecing together reports—a time-consuming task in an industry where speed and accuracy matter.

Below is a snapshot of the standard Sage X3 reporting screen, showing the limitation of viewing only one account/customer at a time.

The Solution: SEI-Powered Sales Reporting

To solve this, we leveraged Sage Enterprise Intelligence (SEI) and built a customized reporting solution.

Now, the client can:

• View sales revenue and product quantities month by month.
• Analyze customer-specific product sales across fiscal years 2023, 2024, and 2025.
• Get automatic fiscal year totals from January to December.
• Export reports in PDF, Excel, or CSV formats.
• Share reports quickly via email with stakeholders.
• Enjoy real-time synchronization, as reports update automatically with Sage X3 data.

Here’s the custom SEI report we designed, providing month-wise revenue, product quantities, and customer-specific breakdowns with easy export options.

Personalized Impact for the Food & Beverages Business

This upgrade has been a game-changer for our client in the U.S. F&B industry:

• Seasonal Sales Tracking – They can now identify summer commodity peaks and holiday season trends with clarity.
• Customer Loyalty Insights – Top customers and their product preferences are visible, supporting targeted promotions.
• Inventory Optimization – Real-time sales visibility prevents overstocking perishable goods.
• Time Savings – What once took hours of manual consolidation now happens instantly.
• Better Forecasting – With year-on-year comparisons, they can confidently plan for the future.

Key Benefits at a Glance

• Month-wise revenue + product analysis
• Fiscal year consolidation and comparisons
• Real-time, auto-updating reports
• Flexible export and sharing options
• Tailored insights for the Food & Beverages industry

Conclusion

For this U.S.-based Food & Beverages leader, our SEI customization unlocked the true potential of Sage X3. Instead of fragmented data, they now enjoy a single, consolidated view of sales performance—helping them manage demand, optimize operations, and grow stronger customer relationships.

This project is a clear example of how Sage X3 techno-functional enhancements can deliver industry-specific value and transform the way businesses make decisions.

How GerminIT Can Help You

At GerminIT, we specialize in Sage X3 implementations, customizations, and SEI reporting solutions tailored to industry-specific needs. Whether you’re in manufacturing, distribution, construction, or food & beverages, our team brings deep techno-functional expertise to help you:

• Unlock better insights from Sage X3.
• Build custom reports that match your business requirements.
• Improve decision-making and forecasting with SEI.
• Optimize your ERP for scalability and growth.

Looking to get more out of your Sage X3 system?
Let’s connect and explore how GerminIT can help your business transform data into decisions.

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