Spend Trends. Clear Across Years.
Compare customer revenue periods through live Business Central invoice data inside Salesforce
Surface year-over-year revenue trends, spend shifts, and product mix changes from Dynamics 365 inside Salesforce so account and revenue teams make expansion and renewal decisions with real historical context.
What's inside this demo
See Revenue Shifts Faster
- Live ERP invoice data compared across periods inside Salesforce
- Identify growing, stable, and declining accounts from real spend data
- Reduce manual period matching with real-time YoY context
Use Spend Trends Better
- Surface product mix changes and category growth trends
- Give account managers the spend context for renewal pricing decisions
- Combine YoY ERP data with CRM engagement history
Use this video when
Account manager reviewing year-over-year spend before a renewal discussion
Revenue ops team identifying accounts with declining spend trends
Sales leader prioritising expansion conversations based on growth signals
Finance team reviewing customer revenue trends ahead of a planning cycle
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