Revenue Data
ExecOS Revenue ($995/month) adds finance-derived data so teams can connect pipeline performance to plan.
CRM remains the source of commercial activity. Finance data remains the source for recognized revenue and plan figures. ExecOS reconciles them for management reporting.
How it works
- Export from finance systems into supported formats
- Upload CSV / XLSX (or use supported HubDB)
- Validate rows before commit
- Map finance categories to commercial dimensions
- Report pipeline, forecast, actuals, budget and targets together
Data types
- Recognized revenue
- Budget
- Commercial targets
Validation
- Preview before commit where supported
- Row-level validation and errors where supported
- Malformed records rejected
- Import history retained where supported
Data management
- Replace or update datasets as figures change
- Map commercial dimensions to finance categories
- Reference matching where configured
- One reporting currency per workspace
Boundaries
- CSV / XLSX are the primary inputs
- Optional HubDB path
- No native ERP connector
- No automatic ERP sync claimed
Assisted setup: $2,500 one-time. Enterprise includes deeper services and monthly professional-services hours.