See what drivesyour revenue
Revenue & Sales Management brings your sales data from the CRM, the ERP and regional Excel files into one tested data model with agreed KPI definitions. Sales, finance and the board then work from the same Power BI dashboards for forecasts, customer segments, regional prices and KPIs per salesperson.
- One agreed set of numbers
- Sales, finance and the board work from certified KPI definitions, each with a named business owner.
- Row-by-row tested
- Extracted sales data is checked row by row against each source system before anyone relies on a dashboard.
- A usable result every phase
- Each phase ends with live results, a demo and handover documents, so progress is visible from the first phase onwards.
The problem
The board meeting is spent reconciling revenue
In a large organisation that sells in many regions, sales data rarely sits in one place. Orders live in the ERP, the pipeline in the CRM, and prices, rebates and targets in Excel files kept per region or per team. Each department combines these sources its own way, so sales, finance and the regions arrive at the same board meeting with different revenue numbers, and the meeting is spent reconciling them instead of deciding.
Common symptoms
Sales, finance and the regions bring different revenue numbers to the same board meeting
Forecasts and quarterly rebates are rebuilt by hand from Excel files that each hold their own copy of the data
Nobody owns the key sales KPIs, so every comparison between regions or salespeople turns into a negotiation
What this costs you
Board time goes to reconciling figures instead of deciding where to invest, which regions to back and which prices to change
Prices are set per region without a view of what customers pay elsewhere or how volumes respond to a price change
Salespeople only see how they are doing once someone has updated the spreadsheet, and trust in the numbers drops further
The Revenue & Sales Management approach
From spreadsheets per region to one revenue model
Three building blocks, delivered in phases that each produce something usable: agreed definitions first, then one governed data layer, then the Power BI dashboards that sales, finance and the board work from.
Agreed revenue definitions
Focus
Agree with sales and your controllers what revenue, forecast, price, rebate and each KPI mean, with a named business owner for every KPI.
Key outputs
Certified KPI definitions with named owners, and a glossary that every manager can search.
Governed revenue data layer
Focus
Extract sales data from the CRM, the ERP and regional Excel files with Python, and bring it into one data model on Azure Databricks, tested row by row against each source.
Key outputs
One revenue data model on Azure Databricks, the extraction code and test results per source.
Sales and pricing insight in Power BI
Focus
Power BI dashboards for forecasts, customer segments, regional prices and KPIs per salesperson and region, from board level down to the individual salesperson.
Key outputs
Board and sales dashboards, price and segment views, and Power BI and Databricks courses for your team.
Capabilities
What we deliver
Everything runs on one tested revenue data model, so a forecast, a price or a KPI means the same in every dashboard.
Sales forecasting
Forecasts per region, product and team, built on the same data as the actuals, so forecast and result sit side by side.
Customer segmentation
Customers grouped by region, value and buying pattern, using rules that sales and finance have agreed and can see.
Regional price management
Prices paid and rebates per product, customer and region in one view, so differences between regions become visible.
Price elasticity
Insight into how volumes respond to price changes, with our experts helping you work through what it means for your prices.
KPIs per salesperson and region
Agreed targets and KPIs for every salesperson and region, with dashboards that show how each one is doing.
Certified definitions and glossary
Each KPI defined once, with a named business owner, in a glossary in Power BI that every manager can search.
Where it creates value
Who benefits most
Practical value for the teams that carry the most complexity.
Sales leadership
Sales directors and regional managers accountable for targets, forecasts and the performance of their teams.
- KPIs per salesperson and region, with progress against target in one dashboard
- Sales forecasts per region and product on the same data as the actuals
- A view of which customers and segments carry revenue in each region
- Expected quarterly rebates without updating Excel files by hand
Finance and control
CFOs and controllers responsible for the revenue figure the board relies on.
- One revenue number that is the same for sales and finance
- KPI definitions agreed with controllers, not only with IT
- Extracted data tested row by row against the source systems
- Forecasts that finance can compare with actuals per region
Board and management team
Executives who need one reliable view of revenue across all regions to decide where to invest.
- Power BI board dashboards with group KPIs and scenarios on agreed definitions
- Revenue per region, segment and product side by side
- Meetings that start from the same figures
Pricing and commercial management
Teams that set price lists and terms across several regions.
- Prices paid per product, customer and region in one view
- Price elasticity: how volumes respond to price changes
- Support from our experts in working through the implications for your prices
Data and BI team
Heads of data whose team is fully booked and cannot take on another reporting project.
- Senior experts who design, build and take the model live alongside your team
- A certified data model and glossary in Power BI that managers can search themselves
- Power BI and Databricks courses, plus a training and pairing programme
- Self-service datasets, so business users can answer their own questions
Less relevant if...
When another route fits better than this package.
- Your sales already run through one system with one agreed set of numbers, and you only need an extra report
- Your question is about the cost and results of your advertising channels, which our Advertising Data package covers
- You mainly need a dedicated budgeting and planning application
- You are a smaller organisation with one sales team, where a lighter reporting setup will do
How it works
A practical delivery approach
Every engagement follows a clear path from diagnosis to delivery and handover.
Scope
We gather requirements on site with sales, finance and the regional teams: which numbers the board needs, which KPIs per salesperson and region, which systems and Excel files hold the data, and who owns each definition.
Agreed scope, a KPI list with named owners, a source inventory and fixed phases.Design
We design a data architecture that fits your organisation: how CRM, ERP and Excel data come together in Azure Databricks, how regions, customers and products are modelled, and who may see which data.
Data architecture, data model design and access rights.Build and test
We write the extraction code, build the data model in Azure Databricks and the Power BI dashboards, and test the extracted data row by row against each source system.
A working data model, dashboards and test results per source.Acceptance
Your users in sales, finance and the regions check the dashboards against their own figures and day-to-day questions. We resolve anything that does not match before go-live.
Accepted dashboards and a go-live plan.Hypercare and handover
After go-live the same senior experts stay available to answer questions. Your team takes courses in Power BI and Databricks and receives the handover documents to run and extend the model itself.
Handover documents, trained users and, if you want it, ongoing support under an SLA.
Proof & trust
Results that speak for themselves
One agreed set of numbers
Sales, finance and the board work from certified KPI definitions, each with a named business owner.
Row-by-row tested
Extracted sales data is checked row by row against each source system before anyone relies on a dashboard.
A usable result every phase
Each phase ends with live results, a demo and handover documents, so progress is visible from the first phase onwards.
Your own Azure environment
The data model and dashboards run in your own Azure and Power BI environment, on your own Microsoft bill.
Run by your own people
Power BI and Databricks courses, plus a training and pairing programme that aims for three internal people per critical component.
Same experts throughout
The senior experts who scope and design the model also build it, take it live and support it afterwards.
Example engagement
What it looks like when it works
How an engagement like this typically runs. An illustration, not a client result.
Context
Example: a large manufacturer selling through distributors in several countries, where each regional sales team keeps its own Excel files for prices, volumes and quarterly rebates.
Challenge
Finance and sales report different revenue for the same quarter. Regional managers cannot see the prices paid in other regions, and the sales teams work out their expected quarterly rebates by hand.
Solution
We agree what revenue, price and rebate mean with sales and the controllers, extract the CRM, ERP and Excel data with Python into one model on Azure Databricks, test it row by row against the sources, and build Power BI dashboards for forecasts, regional prices and rebates. Users test the dashboards during acceptance, followed by hypercare and Power BI courses.
What you get
Certified KPI definitions
Revenue, price and rebate definitions, each with a named business owner
One revenue data model
CRM, ERP and Excel data combined on Azure Databricks, tested row by row against the sources
Forecast and pricing dashboards
Power BI views of forecasts, rebates and prices per region, from board level to salesperson
Context
Example: a business services company with sales teams in several regions that wants to set KPIs per salesperson and region and show progress against target.
Solution
We define the KPIs per salesperson and region with sales leadership and finance, bring CRM and ERP data together in one model, and deliver dashboards that show each salesperson and region against target, with access rights so everyone sees the right level. Power BI courses then let sales managers build their own views.
What you get
Agreed sales KPIs
KPIs per salesperson and region, set with sales and finance, each with a named owner
Target dashboards
Power BI dashboards that show how each salesperson and region is doing against target
Power BI training
Courses that let sales managers answer their own questions in Power BI
Frequently asked questions
Your questions, answered
Access to the source systems, such as your CRM, your ERP and the Excel files sales works with today. A sales lead and a controller who can agree the definitions, and users from sales and the regions to test the dashboards during acceptance. If you already use Azure Databricks or Power BI, we build on them; if not, we set them up in your own Azure environment.
Mostly as fixed-price phases. Each phase is scoped up front and ends with live results, a demo and handover documents. After hypercare, support can continue under Managed Services, as an SLA. The dashboards can also be taken as a subscription, and extra implementation or consulting work is billed by the hour. Azure and Power BI run on your own Microsoft bill.
You own your data, your client-specific code and the documentation. SolvX keeps the rights to its generic building blocks; the contract sets out the details. The data model and the dashboards are built and run in your own Azure and Power BI environment, on your own Microsoft bill, so they sit in your environment, not ours. Each phase ends with handover documents, and your team takes Power BI and Databricks courses so it can run and extend the model itself.
Yes. That is the usual starting point. During scoping we map which files and systems hold which numbers, and the extraction code reads them so nobody has to copy data by hand. Every extracted row is tested against its source, so differences surface and get fixed at the source instead of hiding in a dashboard.
Before the data model is built, we agree the definitions of revenue, forecast, price and each KPI with sales and your controllers, not only with IT. Every definition gets a named business owner and goes into a glossary that every manager can search. The data model applies these definitions, so every dashboard uses the same ones.
That depends on the number of source systems, regions and KPIs. Scoping sets the phases, what each one delivers and its fixed price before the build starts. Because every phase ends with live results, you see working dashboards early instead of at the end of the project.
Access rights are part of the design: a salesperson sees their own figures, a regional manager their region, and the board the whole group. Before we extract anything, we agree with you which customer and personal data the model needs, and the data stays in your own Azure environment.
When your sales already run through one system with one agreed set of numbers and you only need an extra report. When your question is about the cost and results of your advertising channels, which our Advertising Data package covers. Or when you mainly need a dedicated budgeting and planning application rather than one reliable set of actuals and forecasts.
Next step
Where do you want to start?
Pick the path that matches where you are today. Both begin with a conversation.
One revenue number for sales, finance and the board
Tell us how your sales data is organised today and which numbers the board is missing. We will propose a first fixed-price phase with a clear scope and deliverables.
- Map where your revenue, price and rebate data lives and where definitions differ
- Agree the KPIs per salesperson and region, each with a named owner
- Scope a first fixed-price phase that ends with live results, a demo and handover documents
No obligation. Typical response within 1 business day.
Start with an assessment
Not ready to commit to a pilot? A 2 to 4 week assessment maps your current state and identifies the highest-value starting point, with no obligation to proceed further.
- Map your current situation and pain points
- Identify 2 to 3 high-value improvement opportunities
- Get a recommended pilot scope and expected outcomes
No obligation. Typical response within 1 business day.
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