Pricing and quoting
Prices, discounts, bundles and exceptions. Check whether the sold terms follow your pricing policy and contract.
Follow the commercial record
Check the handoff.
Then trace the cause.
RevOps, finance and customer teams often see different versions of the same transaction. We agree which products, customers, periods and records to examine, then work through the exceptions with the people who own them.
Contracts and changes
Signed terms, amendments, effective dates and renewal uplifts. Trace what changed and whether the downstream records changed with it.
Entitlements and usage
Compare what was contracted with access, provisioned services and usage records. Investigate delivered value that has no corresponding charge.
Billing and collections
Reconcile orders, subscriptions, invoice lines and credits. Separate a missed charge from a disputed invoice, payment delay or collection issue.
Renewals and expansion
Review renewal ownership, notice dates, pricing changes and amendments. Check whether customer changes reach the next commercial cycle.
Acquired revenue systems
Reconcile overlapping customer records, product catalogs and billing rules after an acquisition or carve-out. Identify gaps across the combined operation.
Follow the transaction across CRM, CPQ, contracts, provisioning, billing, finance, fulfilment and professional services tools. The review can focus on one handoff or trace the full process.
What you receive
Findings, causes
and recommended fixes.
The review establishes which gaps can be supported by records, what caused them and who needs to act. We distinguish potential missed revenue from timing differences, commercial decisions and data exceptions.
Recovery depends on the facts, contract terms and your business decisions. Implementation and ongoing controls are scoped separately from the review.
Discuss a review with us- A reconciled set of findings
- Discrepancies linked to the records examined, with assumptions, limits of the review and items needing validation.
- Causes and recommended actions
- Process, data and system fixes ranked by business impact, effort and dependency, with responsibility assigned.
- A company-specific baseline
- A method confirmed with finance for estimating the opportunity without counting the same gap more than once across pricing, billing, renewals and cash.
- A plan to prevent recurrence
- Recommended controls, exception reports and responsibilities for follow-up. Implementation can follow through a transformation program or managed service.
Illustrative revenue leakage calculator
Test a scenario.
Validate it against your records.
These inputs are assumptions, not a finding about your business. Use them to explore scale before deciding what to investigate. No company data is sent when you use this calculator.
Your illustrative annual scenario
- Potential leakage at your assumed rate
- Potentially addressable at your assumed share
$50,000,000 × 3% × 60%
This is an illustrative estimate, not a forecast, quote or promise of recovery. It does not establish revenue, cash or EBITA impact. A review uses company records, contract terms and a baseline confirmed with finance.
Discuss what to validateDiscuss the work
Which revenue handoff
can you not reconcile?
Bring the symptom and the systems involved. We will discuss the records, stakeholders and boundaries needed for a useful review. The assessment is separately scoped and priced.
Discuss a revenue leakage reviewSee our value creation workExplore ongoing GTM support