We are connected to your revenue ecosystem.
BI Book will help you deal with the revenue ecosystem hassle by connecting all of the systems you use into a single, easy-to-use analytics hub.
See all integrationsLive pipeline data, accurate forecasts and revenue performance your whole commercial team can work from.
BI Book connects your CRM, ERP and finance systems into one live sales analytics environment. You’ll get pipeline visibility, revenue performance and accurate forecasts in one place, always current.
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Built for sales leaders and revenue teams who need more than a CRM dashboard.
BI Book is a strong fit for sales directors and revops leaders in organisations of 50 people and above, particularly where revenue data is spread across multiple systems. If any of these sound familiar, we should talk.
- Your pipeline data lives in the CRM but revenue actuals are in the ERP, and the two never seem to match
- Sales forecasts are built on gut feel and spreadsheets rather than live data
- You have no clear view of deal velocity, conversion rates or average sales cycle by rep or region
- Revenue reporting for leadership takes a day to pull together each month
- You can’t easily connect marketing spend to pipeline contribution and closed revenue
- Your sales team works across multiple regions, products or channels with no consolidated view
- You want to run territory or quota planning but lack the data infrastructure to model it properly
Pipeline visibility and revenue performance, always up-to-date.
BI Book connects your ERP, CRM and finance data into one analytics environment, giving your sales leadership and revenue operations team a single, reliable picture of commercial performance to act on.
Live pipeline dashboards
Real-time pipeline dashboards that pull directly from your CRM. Total pipeline value, stage distribution, deal velocity and win rates by rep, team, region and product. Always current, without a manual export.
Revenue and quota tracking
Revenue performance against quota at rep, team and organisational level. Track attainment as the month progresses rather than finding out at month-end. Spot who needs support before it’s too late to make a difference.
Forecast accuracy
Connect pipeline data to historical win rates and deal patterns to produce forecasts your leadership team can rely on. Track forecast accuracy over time and understand where variance is coming from.
Revenue operations analytics
CRM data, ERP revenue actuals, marketing attribution and finance figures in one governed environment. Understand the full customer journey from first touch to closed revenue, and connect sales performance to financial outcomes.
We’ll get you up and running faster than you’d expect.
Most finance implementations are live within days, not months. Here’s what the process looks like:
- Connect your systems
We connect BI Book to your CRM, ERP and any other revenue data sources you run. Pre-built connectors handle the integration work across Salesforce, HubSpot, Pipedrive, Dynamics and more. - Configure your data model
Your sales structure, territories, product lines, quota periods and reporting dimensions are mapped into the BI Book data layer. The foundation for everything that follows. - Deploy your sales dashboards
Pre-built sales dashboards go live on your data. Pipeline, quota attainment, deal velocity, win rates, revenue by region and forecast are configured for your structure from day one. - Ongoing support and development
CRM pipeline connects to ERP revenue actuals and finance figures, giving you a single view of commercial performance that your sales, finance and leadership teams all trust.
See your pipeline and revenue data in one place.
We’ll connect to your CRM and show you what your sales dashboards could look like with live data. A demo takes 30 minutes and is built around your specific systems and commercial structure.