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?

“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

“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

“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

“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

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

Tracey Hammond – Dengie

“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”

David Dewberry – Connolly’s Red Mills

“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

“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 an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”

Tom Crowther – Belvoir

“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

Advanced Reporting for Maximizer

Turning CRM data into executive insight