Advanced Reporting

Go beyond standard dashboards and gain complete visibility across sales, finance and operations.

Basic CRM reporting shows activity. Advanced reporting shows performance.

For growing organisations, leadership requires more than pipeline totals and win rates. Needing clarity across revenue, margin, forecasting accuracy, marketing contribution and operational alignment.

Advanced Reporting for Maximizer connects CRM data with finance systems, integrations and external platforms to create structured, executive-level visibility.

Avrion designs reporting frameworks that support confident, data-driven decision-making.

Digital Transformation
on your Terms.

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

Why standard CRM reporting is often not enough

Out-of-the-box reporting provides useful visibility, but it may not answer strategic questions such as:

• How accurate is our forecast versus actual revenue?
• Where are we losing margin?
• Which marketing channels drive profitable deals?
• How does pipeline health compare across regions or teams?
• Where are operational bottlenecks impacting revenue?

Advanced reporting bridges those gaps.

What Advanced Reporting should deliver

A well-designed reporting framework enables you to:

• Align pipeline and confirmed revenue
• Compare forecast versus actual performance
• Track conversion rates across the full sales lifecycle
• Monitor margin and profitability
• Analyse performance by sector, product or region
• Uncover leading indicators of risk

The objective is commercial clarity, not data overload.

The Avrion approach to advanced reporting

We begin with the decisions leadership needs to make.

Our approach includes:

• Defining key performance indicators clearly
• Aligning CRM data capture to reporting requirements
• Integrating finance and operational data where required
• Designing structured dashboards for different roles
• Establishing governance and data validation

This ensures reporting reflects reality and supports forward action.

Cross-system reporting

Advanced Reporting often involves connecting:

• Maximizer CRM
• Finance and accounting systems
• ERP platforms
• Marketing automation tools
• Quoting and contract systems

This creates a unified performance view rather than fragmented reports.

Executive dashboards

We design dashboards that provide leadership with:

Revenue trend analysis
Forecast confidence indicators
Pipeline distribution and ageing
Conversion efficiency metrics
Performance by individual and team
Margin and deal size trends

All structured for clarity, usability and analysis.

Improving forecast confidence

One of the most common reasons organisations invest in advanced reporting is forecast reliability.

We help you:

Align probability weighting with historical data
Compare forecast to actual over time
Identify systematic over or under-forecasting
Strengthen accountability across sales teams

Improving both accuracy and trust in the numbers.

Built for growth

Digital transformation is most powerful when aligned with growth ambitions

Avrion supports organisations that want to:

Strengthen sales and commercial control
Improve financial visibility
Reduce operational overhead
Increase automation
Prepare infrastructure for scaling

Creating a connected digital foundation that evolves with the business.

Experiencing reporting gaps or conflicting numbers?

If sales reports and finance reports rarely match up, or leadership lacks confidence in pipeline visibility, a Business Health Check can identify where advanced reporting would create clarity.

We assess:

Data capture structure
Reporting consistency
Integration alignment
Executive visibility requirements

Providing structured, commercially focused recommendations.

Planning to enhance reporting capability?

If you are implementing Maximizer or looking to elevate performance visibility, a discovery conversation will help define the right reporting architecture.

We help you:

Clarify key performance metrics
Align CRM and finance data
Design scalable dashboards
Build long-term reporting confidence

What do our customers say?

“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

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

Tracey Hammond – Dengie

“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

“We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope.”

Carly Cullen – Priors Hall Park Management

“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

“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.”

Cole Fellows – The Insurance Network

“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

“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

“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 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.”