CRM + ERP Dashboard Development
Sales lives in CRM; fulfillment and finance live in ERP. When those worlds disagree, leadership wastes meetings reconciling spreadsheets. We unify the truth in Power BI so pipeline, bookings, backlog, and margin tell one story—with clear ownership of each measure.
Engagements usually blend discovery, model design, a first executive dashboard, and training so your analysts can extend the work.
Book a discovery call See the operational demo
What we focus on
- Bookings vs. billings vs. backlog aligned to how you recognize revenue
- Customer views that join CRM account context with ERP invoice history
- Role-based dashboards for sales leadership, finance, and operations