Use cases in Reporting & Analytics
Whether investor reporting, group-wide management or operational performance – with ValueWorks you can transform your data into real decisions. No more distributed tools, manual reports and a lack of transparency: We provide you with exactly the insights you need.
Why Reporting & Analytics is so important
Many companies struggle with distributed data, Excel chaos and non-transparent processes - we bring clarity and structure.
- Data centralised and consistend
- Automated forecasts
- Real-time analyses
- No more manual report creation
One system for reporting, execution &
revenue operations
Discover how data-driven management works today - intuitive, intelligent and finally suitable for everyday use.
Reporting & Benchmarking
- Strategic dashboard is derived from your strategic goals and business plan
- Operational dashboard is covering all business processes (customer-related, product-related, back office)
- Financial dashboard following international reporting standards (Profit & loss statements in ‘Cost of sale’ methodology, liquidity planning, KPI tree)
Investor Reporting
- Create your investor update in 15 minutes leveraging integration to the source systems and automated KPI calculation
- Select from KPI library with 100+ industry metrics
- Perform investor readiness check vs. benchmarks to identify areas of strength and weaknesses
- Digitalize the complete process: Your investors become ValueWorks users and have one professional go-to-place for your investor updates
Group Management
Centralised control and transparency across multiple entities in your group
- Compare companies using standardised KPIs and identify performance differences and optimisation potential at a glance
- Create group-wide reports in minutes instead of days
- Set benchmarks and target values to align your companies towards common strategic goals
- Recognise risks at an early stage due to deviating trends in individual units and make data-based decisions for the group
Sales Excellence /RevOps
- Prioritize the opportunities based our Marimekko chart
- Mobilize your leadership for closing the prioritized deals
- Check the weighted pipeline vs. the sales target
- Perform sales forecast and take action
- Understand the sales cycle durations and drive acceleration
Management Reporting
Empower your decision-making with data-driven insights
Ensure transparency on all levels of your business to be always fully informed and avoid unpleasant surprises that put your business at risk.
Strategic dashboard
Strategic dashboard is derived from your strategic goals and covers the key KPIs of your business plan.
Operational dashboard
Operational dashboard covers the KPIs along your core processes and functions (e.g. customer- and product-related process and back-office).
Financial dashboard
Following international reporting standards (Profit & loss statements in ‘Cost of sale’ methodology, liquidity planning, KPI tree).
ESG dashboard
ESG dashboard is covering your compliance to the
Environmental, Social and Corporate Governance standards with already incorporated benchmark values.
Custom & dynamic dashboards
Create customisable and flexible dashboards for LOBs, specific product areas or your OKRs. Add sections to structure your data and select from a wide range of existing KPIs. If needed, you can also define new KPIs. The visualisation of all KPIs is also dynamic, choose a bar chart to highlight trends or a single tile to maintain focus on a monthly value.
Investor Reporting
Experience cutting-edge investor communications and alignment
Create your investor update in 15 minutes leveraging integrations to the source systems and automated KPI calculation.
Seamless process & intuitive workflow
We provide an intuitive user flow & superior design experience that makes creating an investor reporting easy and simple, by completely automating the process in ValueWorks.
Create individual investor reporting templates
Choose from a KPI library with 100+ industry standard KPIs, define the list of recipients and add additional context in the form of e.g., an executive summary, an outlook or links to additional documents.
Collaborate with investors through comments
Enabling collaboration and exchange between company & investors. Your investors become ValueWorks users and have one professional go-to-place for your investor updates.
Freeze your data to create a periodical Investor reporting
After quality check and approval, you can freeze your data to get a snapshot for your Investor reporting, so that the numbers are no longer updated and quality assurance of the numbers is ensured.
Perform investor readiness check vs. benchmarks
Perform investor readiness check vs. benchmarks to identify areas of strength and weaknesses.
group management
Intelligent group reporting with a self-service oriented user interface for the group management team
- Score companies based on their fundamental KPIs’ performance
- Select the entire portfolio, a group of portfolio companies, or single companies
- Compare group performance over time
- Identify high/low performing entities across your portfolio
- Drill into individual companies and compare historical reports
- Add comments to KPIs
- Identify best-practices within the portfolio
Sales excellence
Accelerate your growth: master the art of sales excellence
Get management ready insights into your sales funnel in real time through out-of-the-box charts in the style of the top management consultants.
Out-of-the-box top management charts based on sales funnel visualizations
Identify the most important deals in your sales funnel to mobilize all functions for deal closure.
Conversion- & slipped deal analysis
Perform a correct conversion calculation by comparing today’s snapshot with the past (in contrast to a CRM system, which always shows the most current values).
Sales cycle analysis
Understand the duration of each phase in the sales cycle for different customer segments and products in order to reduce the cycle time.
Cohort analysis
Identify patterns in customer behavior with the cohort analysis regarding churn, upselling over time, etc.
Sales forecast
Perform sales forecasting by determining future revenue on a monthly level by probability based on existing and new contracts.
What our sales excellence tool can do
Weighted Sales-pipeline
Sales-cycle analysis
Sales forecast
Sales velocity
Sales-pipeline multiple (marimekko view)
Cohort analysis
Slipped-deal analysis
Conversion analysis
Sales-pipeline
(weekly comparison)
Read more aboutsales excellence
Whitepaper: OKR 2.0 - Management-ready sales reports out-of-the-box you can not get from your CRM
Why you need ValueWorks as an add-on to your CRM system to perform crucial management analysis
Whitepaper: -What should the executive management know about the sales funnel?
How startups, scale-ups and midsize companies can increase their sales performance through active sales funnel management
Your advantages with ValueWorks Reporting & Analytics
Faster decisions
Less manual work
Better transparancy
Scalability for growth
Faster decisions
Less manual work
Better transparency
Scalability for growth
Customer Storys
Get to know our clients and learn more about their success stories with ValueWorks
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