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?
“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“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.”
Cole Fellows – The Insurance Network“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“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“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.”
Raj Mahay – Resin Products“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”
COO at a leading UK waste management company“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“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 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.”
Carly Cullen – Priors Hall Park 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