Validation & controls
Check record completeness, duplicate customers, reporting dates and currency. Keep sales pipeline measures distinct from recognized accounting revenue.
CRM & Sales
Salesforce integration
Combine Salesforce customer and sales activity with financial data to explain commercial performance. Keep opportunity stages, customer relationships and source records available behind management measures.
Salesforce
Your source data
Andmera
Map · Calculate · Validate
Review-ready reports
- Revenue Analysis
- Customer Analysis
- KPI Reporting
Source data, connected
Data you can bring into reporting
Customer accounts, opportunities and sales activity.
- Accounts and customer relationships
- Opportunities, stages and expected values
- Sales activity and agreed custom fields
From source data to a reviewed report
- 1Choose company and period
- 2Connect or import data
- 3Apply mappings and calculations
- 4Reconcile and validate
- 5Review and publish
Experts stay in control
Reporting agents prepare the data and surface exceptions. Your team reviews uncertain mappings, checks supporting evidence and approves the output. Every report retains references to the records and rules behind it.
Related report templates
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Put your Salesforce data to work.
Tell us the reporting objective, source data and rules. We’ll help you define the right connection and a repeatable reporting workflow.