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Revenue Leakage Assessment

Stop revenue leakage. Reconcile booked, billed, and paid.

Stop revenue leakage. Reconcile booked, billed, and paid.

Chassi models Lead-to-Cash from your ERPs and CRMs to quantify where revenue slips and why. You get a clear view of the booked → billed → paid gap, sized by product, segment, and terms. Findings in days with 4 to 8 hours of lift. No manual data prep. No system changes.

Chassi models Lead-to-Cash from your ERPs and CRMs to quantify where revenue slips and why. You get a clear view of the booked → billed → paid gap, sized by product, segment, and terms. Findings in days with 4 to 8 hours of lift. No manual data prep. No system changes.

Start a targeted assessment

Start a targeted assessment

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Results our clients have seen
Results our clients have seen
Business Solutions
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Business Solutions
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Business Solutions
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Is revenue slipping through the cracks?

Leakage erodes margins and clouds the exit story. Without a clean link from contract to invoice to cash, underbilling and process errors go unseen.

What trapped value looks like in leakage:

Booked ≠ billed ≠ paid variance that hides in reporting

Missed uplifts, unbilled items, and pricing overrides

Credit memos without reason codes that mask true realization

Manual steps and approval loops that create invoicing delays

Get clarity in days. Chassi reconciles booked → billed → paid, quantifies leakage by unit and segment, and delivers a plan to recover it and prevent it going forward. No manual data prep. No system changes.

Secure Transaction

How it works

The path from data to action, without systems disruption.

Connect systems of record

Secure, read-only connections to CRMs, ERPs, support, and product usage. No manual data prep.

Model the journey

Chassi maps Lead-to-Cash and key retention drivers end-to-end. GTM and Finance share one truth.

Act with a plan

You get quantified findings, a ranked account list, and a 30, 60, 90 with owners and expected impact.

Start a targeted assessment

Secure Transaction

How it works

The path from data to action, without systems disruption.

Connect systems of record

Secure, read-only connections to CRMs, ERPs, support, and product usage. No manual data prep.

Model the journey

Chassi maps Lead-to-Cash and key retention drivers end-to-end. GTM and Finance share one truth.

Act with a plan

You get quantified findings, a ranked account list, and a 30, 60, 90 with owners and expected impact.

Start a targeted assessment

Secure Transaction

How it works

The path from data to action, without systems disruption.

Connect systems of record

Secure, read-only connections to CRMs, ERPs, support, and product usage. No manual data prep.

Model the journey

Chassi maps Lead-to-Cash and key retention drivers end-to-end. GTM and Finance share one truth.

Act with a plan

You get quantified findings, a ranked account list, and a 30, 60, 90 with owners and expected impact.

Start a targeted assessment

What you get

What you get

Clear findings, ranked actions, owners, and expected impact.

Clear findings, ranked actions, owners, and expected impact.

One operational truth
you can run on

A leakage calculator sized by product, segment, and terms

CRM↔ERP reconciled mappings and booked → billed → paid lineage

A prioritized backlog and 30/60/90 with owners and expected impact

Clear, actionable insights to stop and prevent revenue leakage

Identify underbilling, missed uplifts, and unbilled items

Quantify credit memo drivers and tighten governance

Standardize billing policies and approval paths to reduce rework

Measure time-to-bill and its impact on cash and revenue realization

Objective findings with quantified impact

Reconciled contract-to-cash tables and exception lists

O2C leakage dashboard with variance by entity and segment

Billing policy fixes and approval flow recommendations

Leakage calculator workbook and scenario notes

A prioritized backlog with owners and a 30/60/90 plan

Real-world impact

See how a PE-backed company used Chassi to reconcile contract-to-cash, identify underbilling and missed uplifts, and deliver a plan to recover $21M in revenue across business units.

Read the case study

Team Member
Team Member
Team Member
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Payment
Payment
Tracking
Payment Goal
Rating

"Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

Proven results. Rapid insights. Minimal disruption.

Objective findings with quantified impact for cash, NRR, and profitable growth.

Actionable intelligence, fast

Findings in days tied to cash and NRR.

Minimal lift

Hours, not weeks. No manual data prep.

Strategic clarity

One operational truth that holds up in board and diligence.

Finance-grade trust

Lineage from booked to billed to paid with audit trails.

Common questions

Common questions

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why revenue slips. It’s a targeted assessment with a plan, not a generic dashboard.

What if our data is messy?

You get exception tables and a fix list. Reporting improves as data is corrected.

Can we build this in-house?

Possible with dedicated teams and time. Chassi lands answers in days and scales across entities.

Will this disrupt operations?

No. Read-only connections to systems of record.

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why revenue slips. It’s a targeted assessment with a plan, not a generic dashboard.

What if our data is messy?

You get exception tables and a fix list. Reporting improves as data is corrected.

Can we build this in-house?

Possible with dedicated teams and time. Chassi lands answers in days and scales across entities.

Will this disrupt operations?

No. Read-only connections to systems of record.

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why revenue slips. It’s a targeted assessment with a plan, not a generic dashboard.

What if our data is messy?

You get exception tables and a fix list. Reporting improves as data is corrected.

Can we build this in-house?

Possible with dedicated teams and time. Chassi lands answers in days and scales across entities.

Will this disrupt operations?

No. Read-only connections to systems of record.

Ready to stop revenue leakage?

Start with a targeted assessment and get a plan to recover revenue and protect margins.

Start a targeted assessment

Start a targeted assessment