Skip to content
C
Cyvian
Cyber • AI • Applications
Case Studies
Get in touch
C
Cyvian
Cyber • AI • Applications

Tell us what you need and we will respond within 24–48 hours.

Get in touch

Case Study · Commercial Performance

Restoring pipeline visibility and revenue control

A services organisation had the activity. It didn't have the visibility. We changed that.

Read the case study

At a glance

Sector
Professional Services
Solution
SaleTrackerPro
Scope
CRM, pipeline, revenue tracking
Outcome
Full visibility and structured forecasting
SaleTrackerPro sales pipeline with deals arranged in New, Qualifying, Proposal, Negotiation, Won and Lost stages
Fig. 1SaleTrackerPro sales pipeline: every opportunity in one place, organised by stage.

The Problem

Decision-making was reactive. Pipeline was everywhere and nowhere.

  • No single view of active deals
  • Revenue tracked in spreadsheets
  • Forecasting based on guesswork
  • Accountability informal and inconsistent

The Solution

One platform. Clear structure.

What we put in place

  1. 1Pipeline stages defined across the full sales lifecycle
  2. 2All opportunities centralised into one platform
  3. 3Activity tracking introduced for team accountability
  4. 4Real-time dashboards enabled across the function
Fig. 2Spreadsheets and loose deals routed into one pipeline with defined stages, tracked activity and a live dashboard.
Before and after
BeforeAfter
Disconnected tools, manual pipeline trackingSingle source of truth across all opportunities
Revenue figures out of date by the time they landedRevenue tracked in real time against structured stages
Forecasts built on assumptionsData-driven forecasting aligned to actual pipeline
Reporting assembled by hand before every meetingDashboards updated automatically, no assembly required

SaleTrackerPro

SaleTrackerPro dashboard showing revenue, gross profit, active deals, win rate, revenue forecast, new clients and recent deals
Fig. 3Step 04Dashboard: revenue, gross profit, active deals and win rate, with recent deals and new clients.
SaleTrackerPro edit deal form with deal name, value, stage, commission type, client, product, assignee and expected close date
Fig. 4Step 02Each deal holds its value, stage, client, product, owner and expected close date.

The Result

Controlled operations. Measurable outcomes.

  • Fullvisibility across all active opportunities
  • Zeromanual reporting effort to produce pipeline view
  • Liveforecasting aligned to real commercial data
  • Clearaccountability across the entire sales team

The platform introduced immediate visibility across pipeline and revenue. It changed how we manage performance day-to-day.

Commercial Director, Services Organisation

Next step

Bring control to your commercial performance.

Request engagement

Continue exploring