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RevGen · For businesses and portfolio companies

Decide where to grow. Then find the revenue and profit in your own data.

RevGen connects corporate strategy to the systems the business runs on. It helps leadership choose where to grow, shows commercial teams where the opportunities are, and tells everyone how performance compares with the plan.

Book a RevGen demonstrationHow it is governed
RevGen · Which deals are stalled?
RevGen answering the question Which deals are stalled. The answer is marked Governed and lists four open deals with no activity for 139 days, in a table of customer, owner, stage, expected value and silent days.
Suggested action from the answer: recover four stalled deals worth £116,351 to £187,000, with a Create draft button.
Real product screen, shown with demonstration data.

Two complementary uses

Strategy sets the direction. Operational data finds the opportunities.

Use one · Strategy

Decide where the business should grow.

RevGen analyses markets, segments and competitors alongside the company’s own results, and recommends where to focus. Each recommendation states its evidence, its assumptions and its expected effect on revenue and profit, so leadership can challenge it before adopting it.

Use two · Operations

Find the opportunities in your own data, and act on them.

Connected to CRM and ERP data, RevGen identifies cross-sell, renewal, pricing and margin opportunities customer by customer. It proposes actions to the people who own the accounts and tracks results against plan.

What RevGen does

From the boardroom question to the account plan.

  • Corporate strategy

    Market, sector and competitor analysis combined with your own performance data, to show which segments, products and geographies deserve investment and which do not.

  • Revenue opportunities

    Customers likely to buy more, renewals at risk, and new accounts that resemble your best ones. Each arrives with the reasoning: why this customer, why now, and what the evidence is.

  • Profitability

    Where margin is being made and lost: discounting, cost to serve, product and customer mix. RevGen ranks opportunities by contribution, not only by revenue.

  • Business performance

    Revenue, margin, pipeline and cash indicators tracked against plan, with exceptions explained rather than merely reported. Ask questions of the data in plain English and see the workings behind each answer.

  • Support for commercial teams

    Account briefings, proposals and outreach drafts prepared for the account owner to review, in the customer’s language where needed. Nothing goes to a customer without a person’s approval.

Inside RevGen

Ask a question. Get an answer you can check.

A real answer from RevGen, shown with demonstration data.

Read the transcript

This is RevGen. It reads our CRM and our finance data. I’ll ask it a question in plain English: which deals are stalled? The answer is marked governed. Every figure is calculated from our own records, and it tells us when that data was last refreshed. Four open deals have had no activity for 139 days. Here they are, with the owner, the stage and the value. Notice what it doesn’t claim. It says it has no further context to explain why these deals stopped moving. Under the answer are the records it used. One click opens the customer or the opportunity, so anyone can check it. Then it suggests an action: recover these four deals, worth between 116 and 187 thousand pounds. I create a draft, and the account owner decides what goes out. One question, an answer you can check, and a next step.

RevGen · Which deals are stalled?
RevGen answering the question Which deals are stalled. It is marked Governed, with the date the data was last received. It lists four open deals with no activity for 139 days in a table showing customer, owner, stage, expected value and silent days, links to the supporting customer and opportunity records, and suggests recovering the four deals, worth £116,351 to £187,000, with a Create draft button.
Real product screen, shown with demonstration data. Swipe sideways to see all of it.

What to look at

  1. 1A plain-English question, answered from your own records. Missing data is stated, never guessed.
  2. 2The customers, owners and values behind the answer, with links to open each record.
  3. 3A suggested action with what it is worth. A person decides whether to create the draft.

More of what RevGen produces

Illustrations of two other outputs: a cross-sell opportunity for one customer, and performance against plan.

RevGenSales opportunity
Sell more to an existing customer

Castellan Ports: add condition monitoring

Why this customer, why now

  • FinanceBuys 2 of your 5 services. Spending on inspection is up 18% this year.
  • CRMInspection contract renews in 74 days. Last meeting was 9 days ago.
  • Similar6 of 9 similar customers buy inspection and monitoring together.
  • Service3 unplanned crane breakdowns in the last six months.
Worth a year
£240k–£320k
Profit a year
£70k–£100k

Suggested next step: raise monitoring at the renewal meeting and bring the breakdown history. A briefing is ready for the account manager to review.

With the account manager. Customer not yet contacted.

Example screen with sample data. Names are fictional.

A customer opportunity. Signals from four sources, a value range, and a next step proposed to the person who owns the relationship.

RevGenPerformance against plan
MeasureActualPlanStatus
Revenue this year£31.4m£30.8mOn plan
Gross margin33.6%35.0%Below plan
Sales pipeline vs target2.6×3.0×Watch
Price achieved vs list96.2%97.5%Below plan
Days to get paid4745Watch
Why margin is down. About 70% of the gap comes from discounts given on six contract renewals in Energy. See the invoices
Example screen with sample data. Names are fictional.

Performance against plan. The measures that matter, and an explanation of the one that has moved, down to the invoices behind it.

For investors

The other half of InGen.

The assumptions tested in diligence become the plan RevGen measures. Owners and management look at the same evidence, a few weeks earlier than the board pack would show it.

Designed for complex B2B sectors:

  • Professional services
  • Finance
  • Energy
  • Legal
  • Technology
  • Manufacturing
See InGen

Questions leadership teams ask

Before you book a demonstration.

Is RevGen a sales and marketing tool?
That is one part of it. RevGen starts a level higher, with where the business should grow and where it makes its money, and then carries that through to individual customers and to performance against plan.
What data does it need?
RevGen works from your CRM and your ERP or finance system. The first step in any deployment is agreeing which systems, which fields and what level of access, and matching customer records between them so the analysis can be trusted.
How is this different from a BI dashboard?
A dashboard reports what happened. RevGen explains where and why it happened, proposes what to do about it, and shows the records behind the proposal. You can also ask it questions directly, in plain English.
Will it act on its own?
Analysis runs automatically. Actions that reach a customer or change a system of record wait for approval by a named person. See how approvals work.
How would a private equity owner use it?
Across portfolio companies, to support the value-creation plan and to see how each company is tracking between board packs. Read our piece on monitoring portfolio companies between reporting cycles.

Bring a business question. See what RevGen does with it.

We will take one question from insight to proposed action, and show the evidence at each step.

Book a RevGen demonstration