In this revenue reporting case, Oakhill gave a data-processing company a monthly view of revenue per client and portfolio, with an invoice check that catches gaps before they cost money.
A Dutch provider of data-processing and document services, with clients in the Netherlands and the German-speaking market. Clients sit in portfolios per account manager, and most revenue is invoiced monthly based on volumes and hours.
Per client, portfolio and business line.
Checked every month per portfolio.
The basis for pricing and account management.
Backed by an independent review of the business case.
Every engagement is led by one of Oakhill’s two managing directors. Both work in English and Dutch from our office in Amstelveen.
Managing director. Background in private equity and fund administration.
Managing director. Registered controller (RC).
Short answers to the questions we hear most about this type of engagement.
In this revenue reporting case the report shows revenue per client, per portfolio and per business line, compared with previous months, plus a check on whether every client was invoiced at the right rate.
No. For many SMEs a direct, fixed monthly workflow from Exact Online into Power BI is enough. A central database becomes useful when you combine several sources or administrations.
Every month the invoicing per portfolio is compared with the previous month. Missing clients, changed volumes and deviating rates stand out immediately, so they can be corrected before the month is closed.
Because revenue alone does not show profitability. Combining registered hours with invoiced revenue shows which clients are underpriced and where a tariff conversation is needed. That insight was one of the main outcomes of this revenue reporting case.
This revenue reporting case is one example of how we work. Read more about our financial reporting and dashboards or about the benefits of automated reporting.
Want your own revenue reporting case? Talk to Oakhill about reporting that runs every month. No obligation.
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