US · LATAMDelivery in both markets
20+Combined experience in sales operations and analytics
ES · ENMeetings, documentation, and reporting
Client-ownedInformation, definitions, and calculation logic

The problem

The data exists. The challenge is knowing what information can be trusted for decisions.

Different teams may calculate the same measure using different definitions, periods, or customer identifiers. Each report can appear reasonable on its own while leadership still lacks figures that are shared, traceable, and aligned with the organization’s objectives.

01

The CRM says one thing; accounting says another.

The CRM may show closed-won deals that were never invoiced, while accounting may show invoices that have not been paid. Without common identifiers and agreed definitions, nobody knows the size or cause of the difference.

02

The forecast is outdated before it is presented.

Pipeline lives in spreadsheets updated by hand. Stalling deals remain in the forecast, and leadership decides on numbers it does not trust.

03

A customer stops buying and nobody detects it.

An account that ordered every month goes quiet. Six months later someone asks. Nobody can say which customers are slipping away, or which ones were worth keeping.

Services

Consulting that turns business data into reliable decisions

We primarily help growing small and midsize businesses that use several systems or spreadsheets and need clearer information for management decisions. The business question comes first; the technology follows.

Phase 1

Decision and metric audit

We work with leadership and the people responsible for commercial, billing, collections, and accounting figures. We identify the blocked decision, compare how each measure is defined, and determine why the available versions differ.

Phase 2

Reconciliation and decision reporting

We establish the rules, controls, and reporting process that keep decision-critical figures consistent, traceable, and usable.

Business insight

What reliable information makes possible

Once the underlying information is reconciled, Novex can help answer important commercial and operational questions.

Let us talk for twenty minutes

Tell us about the decision your organization needs to make and the information that would provide greater clarity. The initial conversation focuses on the decision, the figures involved, and the most appropriate next step.

Book a call↗