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?
“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“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 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“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“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““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 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“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“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“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