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 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“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““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“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“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“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.”
Carly Cullen – Priors Hall Park 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“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“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