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Sales operations on Microsoft Fabric

Connect the pipeline with performance and follow-through.

Prepare a sales operations application on Microsoft Fabric that brings pipeline, actual revenue and team actions together. Review the assumptions behind the commercial outlook.

Discuss your application See a related demo

For sales operations and commercial leaders. Prepared around your requirements. Card required at signup. No charge until your 30 day trial ends.

YOUR DATA. YOUR WORKFLOW.

From inputs to a useful next step.

  1. 01

    Align the commercial view

    Map opportunity and actual sales data to agreed accounts, products and periods.

  2. 02

    Review the outlook

    Compare pipeline assumptions with targets and inspect changes in the forecast.

  3. 03

    Assign the next action

    Capture account or opportunity follow-up with an owner and review status.

An example scope to discuss, configured or built around your process.

THE BUSINESS PROBLEM

Make sales operations part of a connected process.

A pipeline total does not always explain the revenue outlook. Connecting opportunity detail, actual results and forecast assumptions helps sales and finance discuss the same position.

START WITH

The information behind the work.

  • Opportunity, account and activity data
  • Actual sales, margin and targets
  • Forecast categories and account ownership

Use agreed API connections, Excel imports or on-screen inputs. Access, mapping and refresh requirements are confirmed during scoping.

WORK TOWARDS

Outputs your team can use.

  • Pipeline and actual performance views
  • Forecast assumptions and changes
  • Accountable commercial actions

We agree roles, ownership, review steps and required reporting before preparing the application.

SEE THE PLATFORM IN PRACTICE

Pricing decisions

Explore the evidence behind a commercial pricing decision.

A related DataNova demonstration using example data. This illustrates platform capabilities, not a claim that your proposed application is already configured.

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Read the transcript

Pricing is another decision where the quality of the evidence matters. This experiment shows a possible improvement, but the uncertainty is too wide to establish a reliable gain. The current recommendation is to hold the rollout. A useful intelligence platform helps the team recognise both an opportunity and the point where more evidence is needed.

START WITH YOUR PROCESS

Tell us what you want to achieve.

Share your requirements. No card or commitment.

Describe the result you need and the information you work with. We can help you identify a suitable existing application or scope a tailored pilot.

  1. Share the problem and your data sources.
  2. Discuss the workflow and a practical starting point.
  3. Agree the scope, costs and trial route.
No card is needed to make an enquiry.

A card is required when you start a trial. An enquiry does not start a subscription or commit you to a project.

Where is your data today? Optional, choose any
What should the application help with? Optional, choose any

We use these details to respond to your enquiry. Read our privacy policy. Please describe the systems you use without including passwords or customer records.

EVALUATE THE RIGHT FIT

Try the application before committing to the next step.

Both assisted routes include a 30 day free trial, starting after onboarding and environment setup. Card required at signup. No charge until your 30 day trial ends.

Existing app that fits

Start without an implementation fee.

If an existing application meets your requirements without additional mapping or implementation, implementation and the 30 day trial are free. Normal subscription charges begin after the trial, under your agreed terms.

Mapping or custom work needed

Agree the full quote before the pilot.

We agree the application, mapping, workflows and implementation quote upfront. We then prepare the agreed pilot for your 30 day free trial. If you choose to proceed afterwards, the quoted implementation fee and monthly subscription become payable.

We confirm the pilot deliverables, preparation, trial start and decision process together. Any work beyond the agreed pilot scope is discussed separately.

BEFORE YOU START

A few practical answers.

Define the business need and the pilot before committing to implementation.

Does this require a particular CRM?+

We assess your existing CRM's API or export options. Integration depends on access, fields and refresh needs. The application can complement the CRM without changing which system owns the customer record.

Is this application ready to use immediately?+

We first confirm whether an existing application fits. Your fields, source mapping, roles or workflow may require configuration or custom work. The agreed assisted trial begins after onboarding and environment setup.

How much will the application cost?+

We confirm the subscription, any implementation work and the pilot scope before you start. An existing app that fits has free implementation. Where mapping or custom work is needed, the implementation quote is agreed upfront and becomes payable with the monthly subscription if you choose to proceed after the trial.

See platform plans and trial options
Can we start with spreadsheet reporting instead?+

Yes. The standard platform provides spreadsheet uploads, reporting, AI analysis, visual creation and DataApps after signup. That is a separate starting point from a prepared application.

Explore the standard platform
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