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TrueNorth Group — Revenue & Commercial Intelligence

Let’s Connect Your CRM and P&L

TrueRevenue FastTrack connects your CRM pipeline data to your financial actuals in a single, trusted revenue model, so your Sales Director and your CFO are working from the same numbers for the first time. Live in 6–10 weeks. A solid starting point you can extend and grow.

 
  • See your CRM connected to your P&L using practical data before committing to anything
⚡
The Gap TrueRevenue FastTrack Closes
CRM Sales Sees
📊
Pipeline, stage, win rate, rep performance but never reconciles with what finance reports
▼ disconnected ▼
ERP Finance Sees
💸
Recognized revenue, actuals, P&L but no visibility of pipeline or what sales committed
▼ connected by TrueRevenue FastTrack ▼
One Connected Revenue Model
✅
Pipeline, conversion, actuals and attribution same model, both audiences, same truth
Live in 6–10 weeks. Salesforce, HubSpot or Dynamics 365.
Who This Is For

Two teams. One problem. One connected model that solves it.

Sales and finance have always told different stories about revenue. Not because either team is wrong, but because they have never had a single connected model to work from. TrueRevenue FastTrack is built for both of them simultaneously.

Who This Is For

The CRO & Sales Director

Your revenue forecast is based on CRM win rates that nobody fully trusts, manually rolled up by one person every week. And when the CFO asks why the forecast doesn’t match the P&L, you have no answer because the systems were never connected.

  • Pipeline reporting requires a manual CRM extract every Monday morning
  • Win rates are estimated, not measured against actual closed revenue
  • No live view of pipeline-to-P&L conversion by rep, segment or region
  • Sales and finance present different revenue numbers to the same board
What you get: live pipeline, conversion and revenue performance dashboards; by rep, stage, region and segment, connected to the financial actuals your CFO signs off on. The same model, finally.
 
Finance leadership

The CFO and Finance Director

Revenue forecasts are handed over from sales with no verifiable data behind them. Every month-end close requires reconciling what sales says was booked against what you see as recognized revenue, a process that takes days and satisfies nobody.

  • Revenue forecasts are spreadsheet roll-ups from CRM win rates nobody measured
  • Month-end close includes a reconciliation between sales numbers and financial actuals
  • No reliable pipeline-to-P&L view to support revenue planning and scenario modelling
  • Want to deploy Seizmic FP&A for revenue planning but need a clean foundation first
What you get: financial actuals connected to the CRM pipeline model, so reconciliation is automatic and revenue planning has a reliable foundation.
The Problem

The CRM and the P&L were never designed to talk to each other.

Both systems work fine individually. The problem is the gap between them, where forecast credibility collapses, reconciliation consumes days and commercial decisions get made on data both sides distrust.

The forecast never matches the P&L
Sales presents a pipeline number. Finance reports an actuals number. Every board meeting starts with 20 minutes explaining the gap instead of acting on the data.
Revenue forecasting is a spreadsheet exercise
Win rates are estimated, not measured. The forecast is as accurate as the person who built it, and that person is always the busiest person in the room.
Campaign spend has no connection to closed revenue
Marketing cannot prove ROI in financial terms. The CFO doesn’t trust the attribution. Budget conversations stay political rather than becoming data-driven.
Sales reporting is manual and always lagged
Pipeline health, conversion by rep and win rate by segment require a manual CRM extract every week. By the time the report reaches leadership the data is already old.
Reconciliation consumes days every month
The month-end reconciliation between CRM bookings and recognized revenue is a manual process that takes 2–3 days and satisfies neither sales nor finance.
No single version of revenue truth
Sales uses CRM. Finance uses ERP. Revenue Operations maintains a spreadsheet in between. Three systems, three numbers, no way to definitively reconcile them.
What You Get

A connected revenue model. Sales and finance, finally aligned.

TrueRevenue FastTrack connects your CRM and your financial actuals into a pre-built revenue data model through the FastTrack Setup. The model and standard reports are already built,  you are not paying for a build from scratch.

1. CRM integration layer

Salesforce, HubSpot or Microsoft Dynamics 365 CRM connected to the revenue data model. Pipeline stages, deal fields and rep data mapped to the model through the FastTrack Setup.

2. Financial actuals layer

GL and recognized revenue from your ERP connected to the same model. Builds on TrueFinance FastTrack if already live — or establishes the financial layer as part of this engagement.

3. Sales and Finance Alignment Session

A structured facilitated session where sales and finance agree pipeline stage definitions, revenue recognition rules and reconciliation logic. This session is a deliverable, not a prerequisite.

4. FastTrack Setup

Structured sessions mapping CRM fields and financial actuals to the revenue data model. Revenue Operations drives requirements. IT handles CRM connectivity and infrastructure setup.

5. Automated data pipeline

CRM and financial data flows automatically into the connected revenue model on Microsoft Fabric. No manual exports, no Monday morning CRM pulls, no reconciliation spreadsheets.

6. Standard report library

Pipeline, conversion, revenue performance and attribution reports in Power BI, live and refreshing automatically for both sales and finance audiences. See below for the full report list.

Revenue Operations drives this engagement. TrueRevenue FastTrack is designed to operate at the commercial layer. IT provides access to the CRM and the ERP and provisions infrastructure. The Sales and Finance Alignment Session does the hard work of agreeing definitions, so the model is built on a foundation both teams have signed off on.

The FastTrack Setup makes the 6–10 week timeline possible. Because the revenue data model is already built and proven, the engagement is structured configuration and connection, not a custom integration build from scratch.

The result is a single connected revenue model your CRO and CRO can both trust, with live reports that refresh automatically.

Built to fit. Not built to constrain.

The pre-built revenue data model is your starting point, not your ceiling. Once the foundation is live, the model can be extended, new revenue streams, new CRM objects, new attribution models and additional report types can all be added as your commercial requirements evolve.

Standard report library

Pipeline to P&L. Every view your commercial team needs.

All reports delivered in Power BI, connected directly to your revenue data model and refreshing automatically. The same underlying data, presented through a sales lens and a finance lens simultaneously.

For the Sales Director and Revenue Operations

Pipeline & Conversion

Standard pipeline reports show you what’s in the funnel. TrueRevenue FastTrack shows you what converted, and connects it to the revenue your finance team actually recognized.
  • Pipeline health by rep, stage and segment
  • Win rate by rep, product, region and channel
  • Average deal size and sales cycle length
  • Pipeline coverage ratio
  • Forecast vs. actuals
For the CFO, Finance Director and Sales leadership together

Revenue Performance

Revenue performance connected to pipeline means finance can see the commercial story behind the numbers, and sales can see their performance in financial terms for the first time.
  • Bookings vs. actuals
  • Revenue by customer, product and region
  • Recognized revenue vs. forecast
  • Revenue trend and period comparison
  • Pipeline-to-P&L view
For Marketing leadership

Campaign Attribution

Connect campaign spend to closed revenue end-to-end, so marketing can prove ROI in the only terms the CFO cares about: money in versus money recognized.
  • Campaign spend to pipeline
  • Pipeline to closed revenue by channel
  • Cost per acquisition by channel —
  • Attribution model report
  • Marketing contribution to P&L
0
Weeks from first conversation to a live connected revenue model
1
Audiences served from one connected model — sales and finance, same data
Manual reconciliations required once the pipeline is live and refreshing
Delivery

How the 6–10 weeks break down

Week 1

Discover

  • CRM data quality review and pipeline stage mapping
  • Financial actuals source assessment
  • IT alignment — CRM connectivity, infrastructure setup

Output

CRM data map, financial actuals confirmed, IT setup agreed

Week 2

Align

  • Sales and Finance Alignment Session
  • Pipeline stage definitions agreed
  • Revenue recognition rules and reconciliation logic signed off

Output

Agreed definitions signed off by both sales and finance — the build has a trustworthy foundation

Weeks 3–7

Build

  • Revenue data model build and pipeline configuration
  • CRM and financial actuals pipeline live
  • Power BI report development for sales and finance audiences

Output

Live CRM and financial data in connected model, reports visible in Power BI

Week 7-10

Activate

  • UAT with sales and finance together
  • Reconciliation sessions to confirm alignment
  • User training, handover, 30-day hypercare

Output

Signed-off connected revenue model, both teams trained, 30-day hypercare begins

Pricing

Fixed price. Two tiers. Scoped to your ERP and CRM complexity.

Pricing is determined by ERP and CRM complexity, the number of revenue streams and whether campaign attribution is required. You know the full cost before the engagement begins, no change orders, no surprises.

Tier 1 — Most Common

Standard

Single CRM • Single revenue stream • Pipeline and performance reporting
  • CRM integration (Salesforce, HubSpot or Dynamics 365)
  • Financial actuals layer connected
  • Sales and Finance Alignment Session
  • FastTrack Setup
  • Pipeline and conversion reports in Power BI
  • Revenue performance and actuals reconciliation reports
  • 30-day hypercare

6-8 weeks

Tier 2

Attribution

CRM + Marketing source • Multi-channel attribution • Campaign-to-P&L reporting
 
  • Everything in Tier 1
  • Marketing data source integration
  • Campaign spend to pipeline to closed revenue attribution
  • Attribution model configuration (first-touch, last-touch or multi-touch)
  • Marketing contribution to P&L report
  • Cost per acquisition by channel

8-10 weeks

See your CRM connected to your P&L before you commit to anything.

A 30-minute walkthrough of TrueRevenue FastTrack using practical data to give you real insights. You will see the moment CRM pipeline connects to financial actuals; pipeline health, win rates measured against revenue, and actuals reconciliation, live in a single Power BI model.

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