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.
Press → or swipe to begin
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.
The Hidden Cost
Missed growth opportunities, churn blindness, delivery disconnection, forecasting fiction, and investor confusion from conflicting reports.
"Implemented revenue operations role"
→ Created coordination bottleneck; person becomes translator between disconnected systems
"Bought forecasting software with AI"
→ AI predicts based on historical patterns of inflated pipeline; garbage in, garbage out
"Integrated CRM with accounting system"
→ Syncs deal value to revenue record; doesn't solve expectation misalignment or health visibility
Tools can't fix visibility gaps. Only unified data can.
Everyone in your organization who makes revenue-related decisions sees complete commercial reality—not sales' optimistic pipeline, not finance's historical accounting, not success team's engagement metrics in isolation, but the complete picture of revenue health.
Sales sees
Customer health and usage patterns before expansion conversations
Delivery sees
Deal commitments and expectations before starting implementation
Finance sees
Deal progression and confidence before revenue recognition
Customer Success sees
Original deal context and promises made
Leadership sees
Relationship-based revenue forecast not stage-based theater
Key Insight
Making decisions based on relationship reality instead of departmental assumptions.
With Unified Revenue View
Leadership dashboard shows:
Actual Revenue
$2.3M
High Confidence
$850K strong relationships
Medium Confidence
$1.2M engaged, complexity not resolved
At Risk
$600K engagement dropped
Meeting Focus:
"What should we do about the at-risk segment?"
Without It
Three different reports:
CFO Report
Revenue recognition view
CSO Report
Pipeline view (optimistic)
CCO Report
Retention metrics
Meeting Focus:
Debating whose numbers are "right"
Unified commercial platform is live. Revenue lifecycle from first opportunity through renewal visible in one place.
Organization trusts unified data for decisions. Forecasts based on relationship health prove more accurate.
Revenue intelligence is a competitive advantage. Ability to forecast reliably creates market differentiation.
Opportunity tracker with stages aligned to Value Path, confidence scoring based on relationship health
Commercial terms document showing what's being proposed, timeline, success metrics
Fulfillment tracker connecting what was sold to what gets delivered
Billing document connecting commercial agreements to financial systems
Financial transaction record revealing payment patterns and collection health
Create complete visibility from first signal through renewal
How closely actual matches forecasted
How well scores predict outcomes
How often flagging prevents churn
Focus on leading indicators (relationship health) not just lagging indicators (revenue booked).
Unified Revenue View transforms how your organization forecasts and retains—from departmental guesswork to relationship-based intelligence.
valuefirstteam.com