ValueWorks - the
intelligent operating
system for executives

Enables CxOs to create value in a data-driven and intelligent way and is the starting point of every management decision

One intelligent system, which does it all

Make ValueWorks the starting point of every management decision

Management reporting

Make consolidate decisions based on the right data

Investor reporting

Most modern way of investor communications and alignment

Execution & OKR

Next generation agile management with OKR 2.0

Growth excellence

Manage growth with management view on the sales funnel

Portfolio & Holding management

The intelligence platform for investment portfolios or holdings & their portfolio companies

Discover ValueWorks in just 2 minutes

Experience effortless growth with ValueWorks: Your one-stop data hub that streamlines reporting and fuels profitable business expansion.

Loved by startups trusted by enterprises

Why choose ValueWorks?

Advanced analytics

Get a detailed view of the KPIs with deep drill visualizations

User concept

Create individual user access rights for reading and writing and protect your data with two-factor authentication

Off-the-shelf

Use off-the-shelf industry-specific templates to enable a fast go-live in hours

Harmonized

Harmonize data across domains and calculate key figures from different data sources

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 an investor readiness check vs. benchmarks to identify areas of strength and weaknesses.

Execution & OKR

Embrace the future of agile management: unleash the power of OKR 2.0

Leveraging the existing integrations to operational systems and the related standard KPI library for the OKR module.

KPI library for key results

ValueWorks comes with a pre-built industry solution. A broad collection of over 100 industry-specific KPIs is available, which can be complemented by customer-specific KPIs.

Automatic updates & live ranking of departments

Actual values are reported automatically and continuously – without the need to check the figures. It also shows a team overview to gain insights in which team performs best.

OKR scheduler orchestrating the process with zero admin effort

ValueWorks automatically manages the OKR process and sends emails to the right audience with a link to the OKRs that need to be updated. Eliminating the need for an administrator.

AI-based OKR recommendations

Add AI-generated key result recommendations for your objectives.

Growth 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.

Taking every customer to success

Integrations

Connect all your business tools with ValueWorks.
We enable plug & play integration to your operational systems (ERP, CRM, HR, etc.) and data sources via no-code integration with data wizard.

Onboarding & Support

ValueWorks set-up takes only 3 hours of your time, without implementation costs. We define your target dashboards with you based on our industry best-practices.

PRODUCT FEATURES

Platform Overview

Data platform

Integration

Customization capabilities

Cloud data protection

AI use cases

Core services

Integrations & Onboarding

Core services

ValueWorks vs. BI-Project

use cases

Planning & Forecasting

Headcount planning

Expense & investment planning

Revenue forecasting

Cashflow forecast & simulation

Reporting & Analytics

Management reporting

Investor reporting

Group management

Sales excellence

Execution

FINANCIAL REPORTING

DATEV-Daten endlich richtig nutzen

by company

Industry solutions

Private equity

Holdings

Start-ups

by team

Founders & CEOs

CFOs & Finance Teams

COOs & Operations Teams

Sales & Revenue Teams

HR Teams

Investors & Boards

CASE STUDY

Find out how the Navigator Group increased its productivity with ValueWorks

INSIGHTS

Blog

Resources

Metrics Library

PRODUCT FEATURES

Videos

About us

BLOG

Top 5 OKRs every SaaS startup & scaleup needs to use

ValueWorks - the intelligent operating system for executives​

Enables CxOs to create value in a data-driven and intelligent way and is the starting point of every management decision​

One intelligent system, which does it all

Make ValueWorks the starting point of every management decision

Manage­ment reporting

Investor reporting

Execution & OKR

Growth excellence

Portfolio & Holding management

Discover ValueWorks in just 2 minutes

Experience effortless growth with ValueWorks: Your one-stop data hub that streamlines reporting and fuels profitable business expansion.

Loved by startups trusted by enterprises

Why choose ValueWorks?

Advanced analytics

User concept

Off-the-shelf

Harmonized

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.

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.

Execution & OKR

Embrace the future of agile management: unleash the power of OKR 2.0

Leveraging the existing integrations to operational systems and the related standard KPI library for the OKR module.

Growth 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.

Taking every customer to success

Integrations

Onboarding & Support

ValueWorks - the
intelligent operating
system for executives

Enables CxOs to create value in a data-driven and intelligent way and is the starting point of every management decision

Management reporting