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?

“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

“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. After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs. Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”

Cole Fellows – The Insurance Network

“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 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

“We found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”

Chris Harrison – Heidelberg Materials Contracting

“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us. Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”

Raj Mahay – Resin Products

“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. 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 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 amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”

Luke Hogg – Knoxford Fabrications

“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