Invoice revenue
$51,593,817
Ideal-fit scenario · manufacturing & distribution
Reconciliation cockpit: ERP, CRM, and invoices in one view
Interactive walkthrough of intentional key mismatches and operating variance across synthetic ERP orders, CRM pipeline, and invoices—the pattern mid-market teams need before platform debates.
How this maps to Operational BI
Cross-cutting operational BI for mid-market operating teams.
- Side-by-side invoice vs order vs pipeline totals
- Match-status breakdown with clickable orphan keys
- Shared definitions for revenue, margin, backlog, and pipeline
- Synthetic data only—illustrates the pattern, not a live client stack
Related consulting page → · All platform demos · Book My BI Diagnostic
ERP ↔ CRM ↔ invoice reconciliation
Side-by-side operating totals and intentional key mismatches on synthetic data.
Order value
$37,656,803
CRM pipeline
$368,361,808
Matched customers %
88.6
Select an orphan below to highlight its match status in the walkthrough.
Lens chart A
Lens chart B
Key mismatches / orphans
| Customer | Status | ERP id | CRM id |
|---|---|---|---|
| Customer 001 | erp_only | CUST-10000 |
|
| Customer 004 | erp_only | CUST-10003 |
|
| Customer 005 | erp_only | CUST-10004 |
|
| Customer 015 | erp_only | CUST-10014 |
|
| Customer 023 | crm_only | |
ACC-20022 |
| Customer 027 | crm_only | |
ACC-20026 |
| Customer 029 | crm_only | |
ACC-20028 |
| Customer 031 | fuzzy | CUST-10030 |
ACC-20030 |
| Customer 035 | erp_only | CUST-10034 |
|
| Customer 042 | fuzzy | CUST-10041 |
ACC-20041 |
| Customer 055 | fuzzy | CUST-10054 |
ACC-20054 |
| Customer 064 | erp_only | CUST-10063 |
|
| Customer 068 | crm_only | |
ACC-20067 |
| Customer 069 | erp_only | CUST-10068 |
|
| Customer 072 | erp_only | CUST-10071 |
|
| Customer 075 | fuzzy | CUST-10074 |
ACC-20074 |
| Customer 095 | erp_only | CUST-10094 |
|
| Customer 102 | crm_only | |
ACC-20101 |
| Customer 107 | fuzzy | CUST-10106 |
ACC-20106 |
| Customer 116 | erp_only | CUST-10115 |
|
| Customer 121 | fuzzy | CUST-10120 |
ACC-20120 |
| Customer 122 | crm_only | |
ACC-20121 |
| Customer 126 | crm_only | |
ACC-20125 |
| Customer 133 | erp_only | CUST-10132 |
|
| Customer 137 | crm_only | |
ACC-20136 |
| Customer 138 | fuzzy | CUST-10137 |
ACC-20137 |
| Customer 156 | erp_only | CUST-10155 |
|
| Customer 158 | crm_only | |
ACC-20157 |
| Customer 163 | fuzzy | CUST-10162 |
ACC-20162 |
| Customer 164 | fuzzy | CUST-10163 |
ACC-20163 |
| Customer 168 | fuzzy | CUST-10167 |
ACC-20167 |
| Customer 171 | fuzzy | CUST-10170 |
ACC-20170 |
| Customer 173 | fuzzy | CUST-10172 |
ACC-20172 |
| Customer 179 | erp_only | CUST-10178 |
|
| Customer 190 | erp_only | CUST-10189 |
|
| Customer 198 | erp_only | CUST-10197 |
|
| Customer 208 | erp_only | CUST-10207 |
|
| Customer 210 | crm_only | |
ACC-20209 |
| Customer 217 | fuzzy | CUST-10216 |
ACC-20216 |
| Customer 218 | fuzzy | CUST-10217 |
ACC-20217 |
Executive KPIs
Leadership snapshot — revenue, margin, backlog, pipeline, and samples from one reconciled model.
Revenue YTD
$12,729,420
2026 invoice fact (slicer)
↓ 3% vs 2025
Gross margin %
54.8%
Blended (slicer)
↓ 1.3 pts (3 mo vs prior 3)
Open backlog
$4,977,044
Open orders
On-time (open lines)
0%
days late ≤ 0
Pipeline value
$368,361,808
Opportunities
Sample conversion %
31.5%
Samples fact
Revenue & margin % by month Combo
Revenue by channel Donut
Revenue by region & channel Stacked
Top customers
Backlog by aging
What the numbers are saying
Synthetic dataset for the Operational BI platform demo. Revenue and margin trends compare recent periods in this scenario. The point is leadership-ready, reconciled metrics—not a client report or live cloud tenant.
Uses the OpenAI API on synthetic demo numbers only. Public hosts apply rate limits to protect billing—private walkthroughs available on request.
Sales & margin
Where volume grows, where mix shifts, and which reps carry the book—with margin in view.
Revenue by month — top channels Stacked area
Revenue (adjusted series)
Revenue by category
Sales rep leaderboard
Region performance
Customer performance
Rank, mix, and concentration—who grows revenue while eroding margin?
Customers: revenue vs. margin % Scatter
Customer rank (revenue)
Revenue by customer type
Sample-to-order
Does sampling activity convert into real revenue—and how fast?
Samples shipped by month
Conversion % by collection
Backlog & fulfillment
Where open demand is building and where fulfillment pressure is rising.
Open order value by month
Fill score by category
CRM ↔ ERP
Pipeline stages and weighted forecast—does CRM tell the same story as orders?
Pipeline by stage
Weighted pipeline by month
Trust center
Refresh status, row counts, and quality checks that keep numbers defensible.
Last refresh
Monday, September 28, 2026 2:52:56 AM
Row counts by table
Data quality checks
- Dataset is fully invented (no real companies or personal data).
- Measures follow a star-schema style for realistic drill paths.
- Ask us about mapping these patterns to your own ERP and CRM sources.
- Quality fail · orphan_crm_account: 26 rows (high).
- Quality fail · orphan_erp_customer: 31 rows (high).
- Quality fail · fuzzy_key_confidence: 33 rows (medium).
- Quality fail · negative_margin_lines: 1876 rows (medium).
- Quality fail · stale_backlog_31plus: 3030 rows (high).
- Quality fail · opp_without_erp_link: 1011 rows (medium).
Semantic model
Shared tables and certified measures—the foundation for consistent answers and AI-ready Q&A.
Model tables
- dim_date
- dim_region
- dim_channel
- dim_sales_rep
- dim_customer
- dim_product
- fact_invoices
- fact_sales_orders
- fact_inventory_backlog
- fact_samples
- fact_opportunities
- bridge_crm_erp_keys
- fact_data_quality_events
- fact_pipeline_runs
- dim_semantic_measure
- fact_medallion_stats
- dim_warehouse_object
- demo_scenario
- data_dictionary
Certified measures
- Total Revenue
- Revenue YTD
- Gross Margin
- Gross Margin %
- Order Value
- Open Backlog
- Pipeline Value
- Weighted Pipeline
- Samples Shipped
- Converted Samples
- Sample Conversion %
Example natural language questions
- What is revenue YTD by channel?
- Which customers grew backlog the most?
- Show margin % trend by month.
- Who are the top reps by pipeline value?
- What is the CRM↔ERP match rate?
How to present this