Account coverage · compared with Spreadsheets
"Are we covering the accounts that matter?" is the question sales directors and sales operations ask. With spreadsheets, the first answer takes hours, and the same hours again every month. Here is what each approach takes, and when spreadsheets are still the right choice.
Are we covering the accounts that matter? Asked by sales directors and sales operations, every month.
The CRM activity export, the assignment file and the invoice ledger.
Revenue of accounts touched within their cadence over revenue assigned, by rep, with the uncovered list.
| Spreadsheets | Covirage | |
|---|---|---|
| Time to the first answer | Hours, and the same hours again every month | Minutes on a file you already export; set up for you within a week |
| What it needs | An analyst's time each period | The exports your systems already produce. No warehouse, no modelling language, no data team |
| Who builds it | An analyst, by hand, every period | We map the columns once and set the dashboard up for you |
| Where "why" comes from | Whatever the analyst builds that month, checked by whoever has time | An explain block splits every change into its causes; the lines sum to the change, and each opens to its rows |
Typical patterns, not a verdict on any product.
Yes, and for a one-off question that will not come back they are often enough. The cost is the rebuild: hours, and the same hours again every month. The measures and the checks have to be redone by hand each period.
Usually the CRM activity export, the assignment file and the invoice ledger. Covirage reads those exports directly and maps the columns once.
In Covirage, revenue of accounts touched within their cadence over revenue assigned, by rep, with the uncovered list. Our tools compute it and check that it reconciles; the AI model explains it.
Account coverage without a BI suite · Account coverage without a planning platform · Account coverage without an enterprise data platform
Cost and variance analysis · FP&A reporting · Project cost control · Revenue driver analysis · Customer profitability · Share of wallet · Board reporting
Bring an export you already produce. The data map opens next, every column mapped once, and the first question is answered in minutes. Free, in your browser, no account. Or talk to us and we will set it up for you.