Plans & Reporting Audit
Numbers You Can Trust
When you need a plans and reporting audit
Plans exist, but they aren't met. The numbers in reports look great, but the cash isn't there. Everyone calculates metrics their own way. The sales head is drowning in spreadsheets and still can't see the problem.
Plans missed
Plans are set, but they get missed month after month. It's not clear where the errors creep in.
Pretty numbers, no money
The reports look good, but the actual cash isn't there. Something is being counted wrong.
Everyone counts differently
Different people calculate the same metrics in different ways - there's no shared language of numbers.
Sales head buried in spreadsheets
The leader is buried in spreadsheets and doesn't see the real problem in time.
You learn about a miss late
You find out the plan is missed at the end of the month - when it's already too late to react.
A clear oversight system you can actually run
The result isn't a report for show - it's a concrete tool for growth.
Audit of current plans
- How they're built
- Whether they're actually achievable
- Where the errors are baked in
"Plan - funnel - result" link
- Plan for revenue, activity, and leads
- Tied to real conversion rates
Management reporting set
- Daily, weekly, monthly
- Owner-level report
Key oversight metrics
- What to track every day
- What to track weekly
- What to track monthly
Automation recommendations
- What to count automatically
- What to drop
- Where to cut manual work
Five blocks of analysis
A deep block-by-block analysis - no fluff, no generalities.
A. Planning
Plan for revenue, deals, and activity. How well it lines up with reality.
B. Funnel and conversion
Stage-level conversion, bottlenecks, inflated expectations.
C. Sales head reporting
Which reports are run, how often, what they actually show.
D. Individual reporting
Personal plans, attainment, consistency of results.
E. Oversight and response
How fast variances are visible, who responds, which decisions get made.
Our process
A structured process with clear timelines and a deliverable at every step.
Goals, current plans, reports
Plans, funnel, actual numbers
Metrics, reports, control points
How to roll it out and run it
Minimum from your side
All you need to do is share the data. We handle the rest.
Current sales plans
Sample reports
Access to CRM (or exports)
A read on team structure
Straight answers
The questions we hear most often before we start.
Is this a CRM rollout?
No. This is about manageability - CRM is just a tool.
Can we skip Looker/BI?
Yes. The logic and discipline matter most.
Does it fit a small department?
Yes. The smaller the team, the more oversight matters.
Will you give us ready templates?
Yes - or recommendations tailored to your setup.
Ready to find out exactly where you're losing money? Book a 30-minute review - we'll figure out together whether you need this audit and what it'll move.
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