Sales & Revenue
One number, and everyone knows how it was made.
Reporting that reconciles marketing, sales and finance into a single view of pipeline, conversion and cost of acquisition.
- One reconciled source
- Cohort and unit economics
- Board-ready output
Delivered through OmniFlow
OmniFlowOmniFlow builds and maintains the data pipeline and dashboards. FGV facilitates the definition agreement between your functions and translates the output into decisions at leadership level.
One relationship · Sales & Revenue
Every department reports a different version of the same quarter.
Marketing counts leads, sales counts opportunities, finance counts invoices, and none of the three reconcile. Meetings are spent debating whose figures are right instead of deciding what to do.
- Cost 01
Decisions delayed while numbers are argued over.
- Cost 02
Channel investment based on the most flattering available metric.
- Cost 03
No reliable cost of acquisition, so growth plans rest on assumption.
Built for a specific situation.
Leadership teams without a shared view
Each function arrives at the meeting with its own spreadsheet.
Companies raising or reporting to a board
External scrutiny requires numbers with a defensible derivation.
Multi-channel businesses
Revenue arrives through several routes that have never been compared properly.
Symptoms you will recognise
- The same metric has different values in different decks.
- Reporting is assembled manually and is always days behind.
- Cost of acquisition is calculated inconsistently, or not at all.
- Cohort behaviour and retention are not measured.
- Nobody can trace a reported figure back to its source records.
Agree the definitions before building the dashboard.
Plan deeply. Build once. Improve continuously. Senior operators stay on the engagement from the first working session to the reporting that follows.
- 01
Definition set
Every metric is defined in writing and signed off by marketing, sales and finance together.
- 02
Data reconciliation
Sources are connected and differences resolved, with the reason for each variance documented.
- 03
Reporting layer
Automated dashboards for each audience, all derived from the same reconciled data.
- 04
Decision cadence
A standing meeting structure so reporting drives decisions rather than describing history.
Named deliverables, not activity reports.
Everything listed here is produced, handed over and owned by you at the end of the engagement.
Definitions
- Written metric dictionary
- Stage and status mapping across systems
- Attribution model in plain language
- Sign-off from each function
Build
- Connected data sources
- Automated reconciliation logic
- Executive, sales and marketing dashboards
- Cohort and unit economics views
Operation
- Monthly reporting pack
- Variance commentary
- Board-ready summary format
- Training for internal owners
The working sequence.
Definitions first. A dashboard built on disputed definitions simply automates the argument.
- 01
Define
Metrics, stages and attribution agreed and documented across functions.
- 02
Connect
CRM, marketing, finance and product data sources integrated.
- 03
Reconcile
Variances identified, explained and resolved with a documented method.
- 04
Operate
Automated reporting running to a fixed cadence, with named owners.
Delivered through OmniFlow
OmniFlowOmniFlow builds and maintains the data pipeline and dashboards. FGV facilitates the definition agreement between your functions and translates the output into decisions at leadership level.
Flow Group Ventures owns
- Metric definitions and cross-function agreement
- Interpretation and recommendations
- Board and leadership reporting standard
The platform runs
- Data integration and pipeline maintenance
- Dashboard build and automation
- Data quality monitoring
End the argument about the numbers.
Sales & Revenue · Delivered through OmniFlow
The same discipline, applied to your market.
Sector context changes the inputs, the language and the constraints — not the standard of execution.
Technology
Recurring revenue, cohort retention and expansion analysis.
Professional services
Utilisation, realisation and pipeline coverage in one view.
Hospitality
Channel mix, direct share and revenue per available unit.
Construction
Tender win rates and margin by project type.
Healthcare
Service-line performance under governance constraints.
Financial services
Auditable reporting with traceable derivations.
What we can actually show you.
- The intake structure and working sessions used to scope this service
- The delivery process, cadence and reporting model described on this page
- Interface demonstrations, clearly labelled as demonstrations
- The named operators who would be accountable for your engagement
No client names, logos, testimonials or performance figures are published for this service. Case studies appear only when a named client and full written approval exist. Anything shown as an interface is labelled as a demonstration.
Three ways to start.
Scope is agreed in writing before work begins. Nothing starts on an open-ended retainer.
Pipeline Diagnostic
Forecasting is unreliable and you need to know why.
- Review of CRM data quality, stages and conversion
- Interviews with the people actually selling
- Written diagnosis of where revenue is lost
- Sequenced remediation plan
Fixed scope · two to three weeks
Revenue Build
You need the operating model, not more activity.
- Design and build of the revenue system described here
- CRM, data model and reporting configured
- Enablement material and cadence documentation
- Live handover to your commercial leadership
Fixed scope · defined end date
Managed Programme
You want the programme run, measured and improved.
- Ongoing execution against agreed pipeline targets
- Weekly operating cadence and deal review
- Monthly executive reporting on pipeline economics
- Continuous message and targeting iteration
Rolling · reviewed quarterly
Answered before you ask.
- Which tools do you use?
- Whatever you already own where it is capable. We do not introduce a new platform unless the current one genuinely cannot do the job.
- How long does it take?
- Definitions typically take two to three weeks — the hardest part — and the build follows in four to six.
- What if our data is poor?
- We report the quality honestly and fix the source. Presenting clean dashboards over unreliable data is worse than no dashboard.
- Do you provide the commentary?
- Yes, monthly, including what changed and what we recommend doing about it.
End the argument about the numbers.
Send us the three reports your leadership team currently disagrees about. We will show you why they differ and what one reconciled view would take.