Pipeline, win rate, and net revenue retention
A go-to-market team unified CRM and billing into one Power BI model for pipeline, win rate, and net revenue retention.
- Net retention
- 112%
- trailing 12 mo, example
- Win rate
- 24%
- by stage
- Forecast accuracy
- 96%
- vs actuals
- Systems joined
- CRM + billing
- one model
Illustrative scenario · example figures
Result
Pipeline and revenue finally reconciled in one model, so go-to-market decisions and the forecast ran on numbers the team believed.
The challenge
Pipeline reports came out of the CRM, revenue out of billing, and the two never matched, so forecasting was an argument and renewals slipped through unseen.
What we built
We joined CRM opportunities to billed revenue in a governed model, defined each sales measure once, and built a revenue dashboard the team runs its weekly review on.
- A model joining CRM pipeline to billed and recurring revenue.
- Win rate, sales cycle, and net revenue retention measures.
- A weekly review dashboard with drill-through to the account.
Outcomes
- Forecasting on one trusted model instead of two reports.
- Renewals and churn visible before they happen.
- The weekly review runs on live data, not exports.
Where the data came from
Data is drawn from the systems the operation already runs on and delivered in the client’s own tenant.
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