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?
“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““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””
Jane Margetts – Restore Records Management“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“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“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“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“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“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“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”
Carly Cullen – Priors Hall Park Management