Prismatic insight / lavender reporting edition

An analytics and BI software proposal for a company that builds its monthly reports in spreadsheets. It covers the reports and hours they take, the recommended plan and what it includes, the data sources and refresh times, an eight-week rollout, the vendor team, a similar customer’s result and three plans by builders and viewers.

Analytics and BI Software Sales Proposal

<h1 style="font-family:Sora;font-weight:800;line-height:1;text-align:left;color:#28183D"><span style="font-size:clamp(42px,10cqw,105px)">Analytics<br>and BI</span></h1>

<p style="font-family:Inter;color:#28183D;text-align:left;font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Overview

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Thank you for walking us through month end</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want sales and finance looking at the same numbers, without six days of spreadsheet work each month.</p>

<p>Hello {{CLIENT_NAME}},</p>
<p>Every month your finance team builds a 40-page reporting pack from your ERP, your CRM and the warehouse system. It takes six working days, so the pack lands in the second week of the month, and sales still use their own CRM figures, which rarely match.</p>
<p>We would connect those three systems to our platform, build one set of agreed definitions for revenue, margin and stock, and give your managers dashboards that refresh every morning. Your analysts keep building reports, but in one place, from one set of numbers.</p>
<p><strong>{{SELLER_NAME}}</strong><br>Account executive, {{SELLER_COMPANY}}</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">How reporting works today</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">The reports your team named as the most used, and what each one costs to produce.</p>

Working days to deliver the monthly pack

How reporting works today

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend the Business plan: 10 people who build reports and 200 who view them.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">That covers your finance and sales operations analysts, and every manager from branch level up.</p>

<p>Revenue, margin, stock cover and 30 other measures, agreed with finance and sales and used in every report.</p>

One set of definitions

<p>Board, sales, stock and customer margin dashboards, refreshed from your systems at 6am.</p>

Dashboards refreshed daily

<p>Branch managers see their branch, regional directors their region. Set once, applied everywhere.</p>

Access by role

<p>Two days of training for your ten analysts, so they build new reports without us.</p>

Training for builders

What you get

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">The data we connect</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Read-only connections. Nothing in your systems is changed.</p>

<p><strong>Not included:</strong> data from systems not listed above, cleaning historic data before 2023, and changes to how your ERP records transactions. Data is held in our UK region and encrypted at rest and in transit.</p>

Data and access

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Eight weeks to the first board pack</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Work starts on {{START_DATE}}. You keep producing the Excel pack until the new one matches it.</p>

<p>Read-only connections to the three systems. Two workshops to agree definitions with finance and sales.</p>

Connect and define

<p>Board, sales, stock and margin dashboards. Your analysts build alongside us.</p>

Build

<p>Your next month end runs in both. Every difference is explained before you switch.</p>

Run side by side

Eight weeks

Who you work with

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Results for a similar client</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A building materials distributor with 30 branches, after its first quarter.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Plans and fees</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three plans by the number of people who build and view reports. We recommend Business.</p>

5 builders and 50 viewers. Yearly billing saves $2,880.

Starter

10 builders and 200 viewers. The plan in this proposal. Yearly billing saves $5,880.

Business

20 builders and unlimited viewers. Yearly billing saves $10,320.

Enterprise

<p>Fees are in USD and exclude tax. Prices are per month. This proposal is valid until {{VALID_UNTIL}}.</p>

Plans and fees

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Common questions</span></h2>

<p>Builders create and change reports. Viewers open dashboards, filter them and get them by email. Most of your managers are viewers.</p>

What is the difference between a builder and a viewer?

<p>Yes. Any report can be exported to Excel, and your analysts can connect Excel directly to the agreed numbers.</p>

Can we keep using Excel?

<p>That is what the month end side by side is for. We explain every difference before you stop the Excel pack.</p>

What if our numbers do not match?

<p>Your analysts, after the training. Our support team answers questions, and your customer success manager reviews usage each quarter.</p>

Who looks after the dashboards after go-live?

<p>Only if you allow it. Access is set by role, so a branch manager sees their own branch unless you change it.</p>

Can managers see each other’s branches?

<p>Connections are read-only and encrypted. Data is held in our UK region, access is set by role, and every login and export is recorded in an audit log your IT team can review. We are audited for SOC 2 Type II each year.</p>

How is our data kept secure?

<p>Prices are fixed for the first twelve months. At renewal you can move between plans, add builders or viewers, or leave and export every report and dataset you built.</p>

What happens at renewal?

<p>Read-only access to the three systems, a finance lead and a sales operations lead for the workshops, and two analysts for the build.</p>

What do you need from us?

Questions

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

Analytics and BI Software Sales Proposal - Preview