Data and Reporting
Turning information into confident decision making
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?
“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”
David English – Restore plc“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“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!”
Craig Sansom – Prestige“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred“I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”
Jasmin Dudden – Restore Datashred“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“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“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well.”
Cole Fellows – The Insurance Network“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”
David Dewberry – Connolly’s Red Mills