One connected flow across sales, invoicing and collections, so you can see exactly which stage loses value and how long each step really takes.
Rolling 90 days
Leads
412
Qualified
168
Pipeline
€296k
Won
€184k
Invoiced
€171k
Cash
€152k
Win rate
31.4%
Invoice lag
6.2 days
Days to cash
41 days
AI detected
€13k of won work stayed uninvoiced for more than a week.
Recommended action
Design an agreed invoicing step when work is confirmed as delivered.
The problem
Sales, delivery, invoicing and collections are reviewed separately, so delays and lost value are hard to trace end to end.
Management can see
Example scenarios
Stage by stage
Example data is used to illustrate the mechanics of the flow.
Stage-to-stage drop-off
AI insight
The largest absolute loss is not in sales — it is the 11% of invoiced revenue not yet collected.
Average days per step
Bottleneck
Six days sit between delivery and invoicing — pure delay, with no business reason behind it.
Data signal
Invoice lag increased from 4.8 to 6.2 days across the quarter.
AI detected
Roughly €9k of cash is delayed purely by administrative timing.
Business action
Define an invoice-ready handoff at delivery confirmation.
How it connects
Capture
Leads and deals are tracked in one consistent structure.
Convert
A consistent handoff can move won deals into delivery and invoicing.
Invoice
An agreed delivery signal can prompt the invoicing step.
Collect
Reminders and ageing views close the loop on cash.
Implementation approach
The system can be built around the data and tools your business already uses. Data sources and integration options are assessed during implementation; Excel, CSV files, spreadsheets and existing business systems can be considered depending on the project.
Every deal traceable from lead to cash, with the delays made visible.