Consolidate revenue from Salesforce, SAP, and Excel into one model without manual merging.
Revenue reporting today pulls from Salesforce, SAP, and Excel and is stitched together by hand. Datarails consolidates these three sources into one model so you can report revenue by package, nationality, or activity consistently without manual merging.
You build a single consolidated view that replaces manual copy-paste and reduces the risk of version conflicts or mapping errors across systems.
Roll the refreshed model into a concise monthly leadership summary.
Assemble the MIS pack once so it refreshes each month instead of being rebuilt.
Draft management commentary on the variances with FP&A Genius, then refine it.
Model a reforecast alongside the base budget and compare outcomes.
Confirm the Salesforce, SAP, and Excel connections are active in Datarails.
Define or confirm the consolidation mapping for package, nationality, and activity dimensions across the three sources.
Build the consolidated revenue view pulling from all three sources using the agreed mapping.
Validate the totals against a known control figure.
Save the consolidated model for reuse in reporting and dashboards.
Suppose [your finance team] reports revenue for three product packages: [Standard], [Premium], and [Enterprise]. • Salesforce holds subscription bookings by package and customer nationality. • SAP records invoiced revenue by activity code. • Excel tracks one-off services revenue that does not flow through either system. You define the mapping: | Source | Field | Maps to | |--------------|--------------------|---------------| | Salesforce | [Package field] | Package | | Salesforce | [Country field] | Nationality | | SAP | [Activity field] | Package | | Excel | [Product field] | Package | You build the consolidated view in Datarails, pulling all three sources. The model sums revenue by package and nationality. You validate the consolidated total against the sum of Salesforce bookings, SAP invoices, and Excel services revenue from a prior report. You save the model and schedule it to refresh.
Consolidate revenue from Salesforce, SAP, and Excel into one model mapped by package, nationality, and activity, then validate the total against a control figure before using it for reporting.
Turn the consolidated model into live dashboards that refresh with the data.
Build the variance report once so it refreshes automatically each period.