Revenue Gaps. Spotted Before Close.
Compare Salesforce pipeline and ERP invoice actuals through live Business Central data without spreadsheet work
Surface invoice actuals from Dynamics 365 alongside Salesforce pipeline data so revenue and finance teams spot reconciliation gaps before period close — without manual data exports or spreadsheet matching.
What's inside this demo
Compare Pipeline to Actuals
- Live ERP invoice actuals surfaced alongside Salesforce opportunities
- Spot gaps between closed-won revenue and invoiced amounts
- Catch reconciliation variances before period close
Catch Variance Before Close
- No manual exports or spreadsheet matching between CRM and ERP
- Give finance and revenue ops teams shared visibility in Salesforce
- Reduce month-end close effort with real-time ERP reconciliation
Use this video when
Revenue ops team reconciling pipeline to invoice actuals at period close
Finance team verifying closed-won deals against ERP invoices
Sales leader reviewing revenue accuracy before a board presentation
CS team identifying accounts where invoiced amounts differ from contracted value
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Last updated: April 2026