The Four Unified Views
Understand commercial health
Everyone making revenue decisions sees complete commercial reality—not optimistic pipeline, not historical accounting, but relationship-based truth.
Our pipeline looks healthy, but deals keep slipping. We can't figure out why.
Sales forecasts change every week. I have no idea what revenue to actually expect.
By the time we know a customer is unhappy, they've already decided not to renew.
Finance wants one set of reports. Sales wants different reports. Nobody agrees on what's real.
"Implemented revenue operations role"
→ Created coordination bottleneck
"Bought forecasting software with AI"
→ Garbage in, garbage out
"Integrated CRM with accounting system"
→ Doesn't solve expectation misalignment
Tools can't fix visibility gaps. Only unified data can.
Everyone sees complete commercial reality—not sales' optimistic pipeline, not finance's historical accounting, but the complete picture of revenue health.
Sales sees
Customer health and usage patterns
Delivery sees
Deal commitments and expectations
Finance sees
Deal progression and confidence
Customer Success sees
Original deal context and promises
Leadership sees
Relationship-based revenue forecast
With Unified Revenue View
Actual Revenue
$2.3M
High Confidence
$850K
At Risk
$600K
Focus:
"What should we do about at-risk segment?"
Without It
Three different reports:
CFO Report: Revenue recognition view
CSO Report: Pipeline view (optimistic)
CCO Report: Retention metrics
Focus:
Debating whose numbers are "right"
Revenue lifecycle from first opportunity through renewal visible in one place.
Organization trusts unified data for decisions. Forecasts prove more accurate.
Revenue intelligence is a competitive advantage. Market differentiation.
Opportunity tracker with confidence scoring
Commercial terms and timeline
Fulfillment tracker
Billing document
Financial transaction record
Complete visibility from signal to renewal
Focus on leading indicators (relationship health) not just lagging indicators.
Unified Revenue View transforms forecasting and retention—from departmental guesswork to relationship-based intelligence.