Advanced Reporting for Maximizer
Turning CRM data into executive insight
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?
“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“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“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“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“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir“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“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“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“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