Data and Reporting

Unify your data across systems, to strengthen reporting accuracy and create significant clarity for leadership.

Most organisations are not lacking in data. They are lacking in clarity.

Sales data sits in CRM. Revenue data sits in finance systems. Operational data lives elsewhere. Reports are exported into spreadsheets. Numbers rarely match perfectly.

Data & Reporting is about creating a structured, trusted view of performance across your organisation.

Avrion designs reporting frameworks that connect systems, standardise metrics and deliver accurate insight leadership can rely on.

Digital Transformation
on your Terms.

Schedule a structured discovery conversation that will help define priorities and reduce risk.

Why reporting often lacks impact

Common challenges include:

Conflicting numbers between departments
Heavy reliance on manual spreadsheet reporting
Limited visibility beyond high-level pipeline totals
No clear link between forecast and actual revenue
Delayed reporting cycles
Data stored in disconnected systems

Without structure, reporting becomes reactive rather than strategic and often inaccurate.

What effective data and reporting should deliver

A well-designed reporting framework enables you to:

Align CRM and finance data
Compare forecast versus actual performance
Track conversion rates across the full sales lifecycle
Monitor margin and profitability
Analyse performance by product, sector or region
Identify risks early through leading indicators

The objective is to do this with clarity and control. Confident in your data.

Executive dashboards and performance visibility

We create dashboards that support:

Revenue trend analysis
Forecast reliability monitoring
Pipeline distribution and ageing
Conversion performance
Margin and profitability tracking
Team and individual accountability

Providing insight that supports strategic reporting and decision-making.

Cross-system data integration

Effective reporting often requires integration between:

CRM platforms
Finance and ERP systems
Marketing automation tools
Quoting and contract systems
Operational databases

We design integration models that unify data while maintaining control for different teams.

Advanced analytics and visualisation

Where required, we extend reporting using advanced analytics platforms such as Power BI to:

Combine multiple data sources
Create interactive executive dashboards
Automate board-level reporting
Deliver scheduled performance summaries

Turning operational data into actionable intelligence for management.

Strengthening forecast confidence

Forecast reliability is often a leadership concern.

Avrion can help you:

Match probability weighting with historical performance
Compare forecast against actual revenue
Identify over- or under-forecasting patterns
Improve data consistency across sales teams

Building more trust in the numbers.

The Avrion approach to reporting architecture

We begin with leadership priorities.

Our approach includes:

Defining key performance indicators clearly
Reviewing current data capture practices
Matching data models across systems
Designing structured dashboards to work for different roles
Establishing governance and validation standards

This ensures reports reflect operational reality with accuracy.

Struggling with inconsistent or delayed reporting?

If reports conflict across departments or leadership lacks visibility into performance drivers, a Business Health Check can identify structural data gaps.

We assess:

Data capture consistency
System integration alignment
Reporting clarity
Governance and ownership
Executive visibility requirements

Providing structured, commercially unified recommendations.

Planning to improve reporting capability?

A discovery conversation will help define the right reporting architecture for your organisation.

We help you:

Clarify the best performance metrics
Align CRM and finance data
Reduce reliance on manual spreadsheets
Build scalable, accurate reporting frameworks

What do our customers say?

“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”

James Blair – SPM Instrument UK

“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”

David English – Restore plc

“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”

Catherine Royle – Restore plc

“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”

Chris Howard – BearingNet

“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”

Charlotte Hurrell – Belvoir Group

“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”

Craig Sansom – Prestige

“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”

Liane Atherton – AAF Air Filters

“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”

Graham Cording – Smart Presentations

“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”

Tracey Hammond – Dengie

“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”

Karen Leggatt – Classic Grand Touring