Unlock Scalable Growth with Data-Driven Sales & Marketing
Align your revenue teams with real-time insights, unified data, and flexible planning tools - built entirely on the Microsoft stack.
Go-to-market teams are accountable for growth, yet lack the unified data and planning tools to drive it.
Insights come too late
By the time you spot the problem, it’s already too late to act.
Teams are out of sync
Siloed tools break assumptions and delay decisions across teams.
You’re planning with guesswork
Spreadsheets can’t adapt to change, making every forecast fragile and out of date.
Unified Sales & Marketing Planning and Analytics—Powered by Microsoft Fabric and Power BI
We implement integrated planning and analytics systems in Power BIthat help sales and demand planning teams align faster, forecast smarter, and lead with data.
Deliver real-time, decision-ready insights with Power BI.
Unify CRM, marketing, and pipeline data to create real-time dashboards that reflect current performance. Give GTM leaders instant visibility to act with confidence.
Unify sales planning in one platform
Align marketing, sales, and finance teams around shared targets, assumptions, and KPIs. Integrated models in Power BI and Fabric eliminate silos and enable faster, more coordinated go-to-market decisions.
Build dynamic, driver-based forecasts for pipeline and revenue
Model key sales and marketing drivers—like conversion rates, campaign impact, and sales velocity—and run what-if scenarios on demand. Move from static forecasts to living models that adapt with the business.
Purpose-Built Capabilities for the Office of the CRO
Plan with precision—see how we help sales and marketing teams turn KPIs into actionable, driver-based forecasts.
Revenue Forecasting & Pipeline Management
Driver-based revenue models using pipeline stages, win rates, and sales velocity
Real-time forecasting integrated with CRM data (e.g., Dynamics, Salesforce)
Scenario planning for best case, base case, and downside outcomes
Rolling forecasts that adjust as new opportunities enter the pipeline
Visibility into attainment vs. target across teams, reps, and regions
Territory, Quota & Capacity Planning
Quota models based on historical performance, seasonality, market potential
Capacity planning tied to sales headcount, ramp time, and productivity assumptions
What-if analysis for territory realignment and headcount changes
Territory mapping based on region, industry, or customer segment
Alignment of quotas with top-down targets and bottom-up projections
Demand Planning & Sales Input into S&OP
Sales-driven demand forecasts connected to product-level and regional drivers
Integration of sales projections into S&OP cycles and supply chain planning
Collaboration across sales, operations, and finance to align assumptions
Visibility into demand signals and constraints across channels
Scenario planning for promotions, product launches, and seasonality
Lead-to-Close Funnel Optimization
Funnel performance metrics by channel, rep, product, and stage
Conversion rate analysis and driver identification at each funnel stage
Trend analysis to detect early warning signs in lead quality or sales execution
Time-in-stage and velocity metrics for cycle time optimization
Planning based on historical lead-to-close performance and benchmarks
Sales & Marketing Alignment
Shared KPIs and assumptions for planning across sales and marketing
Integrated models linking campaign spend to pipeline generation
Unified planning workflows across GTM teams and leadership
Attribution analysis for revenue impact by campaign and channel
Real-time dashboards to track alignment, accountability, and plan execution
Our process
Strategic Kickoff
Align on goals, map processes and assess your data systems.
Collaborative Design
Align on goals, map processes and assess your data systems.
Build, Refine, Test
Align on goals, map processes and assess your data systems.
Project to Platform
Align on goals, map processes and assess your data systems.
Start today and see results in the first months.
Try for yourself
Everything you need to know
Read our FAQs:
Configurability
Our solutions are fully configurable to align with your financial and operational workflows. You can define custom planning models, business rules, approval workflows, and KPIs while incorporating driver-based planning, scenario modeling, and automated calculations. With Power BI’s flexibility, you can create dynamic forecasts, tailor dashboards, and generate reports that adapt to key business drivers—ensuring more accurate, agile decision-making.
You can absolutely start small and scale over time. We often begin with a core planning model—such as budgeting or demand forecasting—and expand into other areas like workforce planning, capital expenditures, or rolling forecasts as your needs evolve. This phased approach ensures faster time-to-value with minimal disruption.
Time-to-Value
The timeline depends on the complexity of your requirements, but most clients see meaningful results within 12 weeks. We prioritize quick wins by delivering core planning capabilities first, ensuring early adoption and immediate impact.
Your team’s involvement will typically include:
- A project sponsor to guide priorities and ensure alignment with business goals.
- Key stakeholders (finance, operations, IT) to provide input on data, processes, and reporting needs.
- A dedicated point of contact to support testing and feedback.While we handle the heavy lifting, engagement from your team helps tailor the solution for maximum impact.
Performance & Scalability
Yes. Power BI and Acterys are built to handle enterprise-scale data processing. Acterys leverages an optimized in-memory engine, while Power BI’s direct query and aggregations ensure high performance on large datasets. Additionally, Azure’s cloud infrastructure supports elastic scaling, ensuring fast response times even as your data grows.
Our solutions are designed to grow alongside your company. Whether expanding planning models, increasing data volumes, or adding new users, we leverage Azure’s infrastructure to maintain performance and reliability. Power BI’s self-service capabilities also empower teams to build additional reports and analyses without relying on IT.
Data Source Integrations
We love the Microsoft ecosystem, but we support integrations with a wide range of systems, including D365, SAP, NetSuite, Salesforce, SQL Server, Snowflake, Databricks, Acumatica, JD Edwards, and more. Power BI, Azure, and Acterys provide pre-built connectors for major platforms, and we can also develop custom integrations if needed.
Data can be refreshed in real-time or on a scheduled basis, depending on your needs. Power BI supports both direct query (live connections) and import mode (cached data for performance). Acterys enables automated data synchronization between source systems and planning models, ensuring that insights remain up to date.
Security & Compliance
Security is built into every layer of our solution. We enforce role-based access control (RBAC), row-level security (RLS), and workspace permissions to ensure users see only the data relevant to them. Additionally, Power BI, Acterys, and Azure comply with enterprise security standards, including SOC 2, GDPR, and ISO 27001.
You have full control over where your data is stored. Our solution leverages your existing data infrastructure, whether on-premises or in the cloud. Power BI connects directly to your databases, data warehouses, or lakehouses, while Acterys operates within your Azure environment. This ensures your data remains secure, governed, and fully under your ownership.
User Friendliness & Adoption
If your team is comfortable with Excel, they’ll quickly adapt to Power BI and Acterys. We design the solution to be intuitive and finance-friendly, minimizing the need for IT involvement. Users can input data directly into planning models, run automated forecasts, and drill into reports with a familiar spreadsheet-like interface. However, we see the best results with teams that are well-versed in Power BI. To maximize adoption and impact, we strongly recommend investing in Power BI training—we also offer tailored training programs to ensure your team’s success.
Training & Support
We offer on-demand video tutorials and hands-on training sessions to ensure your team is confident in using the platform. Training covers everything from report navigation to advanced modeling and self-service analytics.
We offer post-implementation service packages that provide ongoing access to our team, ensuring your users get the support they need. Whether it’s troubleshooting, enhancements, or guidance on best practices, our experts are available to help you continuously optimize and expand your solution.
Ready to get started?
Book a discovery call with our team