Import the files
CSV and Excel exports from the agreed source systems
Banking Advisory
Understand what the customer revenue shows.
Wysdome matches customer records, reconciles totals, investigates unusual movements, and records management's explanations. The result helps people prepare for a sale, acquisition, financing, or management review.Discuss your customer dataFrom files to analysis
Keep every result tied to the data and the people who explained it.
Wysdome connects the original files, customer matching, reconciliations, questions, management answers, adjustments, and final outputs.Match and reconcile
Customer identities, fields, definitions, exceptions, and totals
Ask and adjust
Management answers plus a record of every accepted change
Create the outputs
Customer Cube, analysis, charts, and PowerPoint Data Packs
Two different outputs
Keep the working data separate from the presentation.
The Customer Cube contains the cleaned data, definitions, reconciliations, and open issues. The Data Pack turns selected findings into a PowerPoint chart book.Output
Customer CubeAn Excel workbook that ties customer and product revenue back to the source files. It includes definitions, reconciliations, exceptions, management explanations, and adjustments.Output
Data PackA PowerPoint chart book built from the Customer Cube. It shows the customer, product, cohort, retention, and concentration views needed for the review.Customer Cube
A workbook that ties every important result back to the source.
The workbook keeps customer matching, definitions, reconciliations, anomalies, management explanations, and adjustments beside the data instead of hiding them behind a chart.Customer
Account, parent account, customer ID, logo, buying group, or buyer-defined customer hierarchy with explicit matching rules.
Product
SKU, module, service line, contract line, bundle, product family, or revenue category tied to the source hierarchy where available.
Period
Monthly, quarterly, fiscal-year, and LTM views reconciled to billing, revenue, ARR/MRR, or management reporting definitions.
Segments
Geography, vertical, cohort, segment, channel, contract type, customer tier, customer size, and renewal window.
Data Pack
A PowerPoint chart book built for the people reviewing the work.
A Wysdome Data Pack can include customer, product, cohort, concentration, retention, churn, expansion, and geography views. Each page includes plain-language explanations and any limits in the source data. A person reviews the pack before delivery.01Which customers drove growth, expansion, contraction, and churn?02Is revenue broad-based or dependent on a few accounts?03Which products create cross-sell, renewal, or concentration risk?04Do projections reconcile to customer-level history?05Where are one-time revenue, credits, refunds, or services revenue affecting the story?06Which source-data exceptions need follow-up before buyer or committee review?
A note on the name
Some transaction-services firms use datapack to mean a normalized financial dataset. At Wysdome, Data Pack means the PowerPoint chart book built from the Customer Cube.
How the work is done
Cleaning the files is only the start.
Someone must still explain unusual movements, settle definitions, answer open questions, and approve adjustments. Wysdome records each of those steps.Define the review
Agree on the question, source files, definitions, customer hierarchy, and people reviewing the work.
Reconcile the records
Match customer identities and tie customer-level totals back to source systems and management reports.
Resolve the exceptions
List anomalies, missing information, conflicting records, and the questions management needs to answer.
Record the decisions
Keep management's answers with every adjustment, source, reason, and review decision.
Prepare the outputs
Build the Customer Cube and select the Data Pack pages the reviewer needs.
Who this work helps
Built for the people who need to understand the revenue.
An operating company can commission the work. Advisers, investors, lenders, and buyers can use or challenge the same evidence from their own perspective.Operating company
May hire Wysdome to understand its customer revenue or prepare it for outside review.
Advisory or diligence firm
May hire Wysdome, use the analysis, or review it as part of a larger engagement.
Bank, lender, investor, or reviewer
May examine and challenge the analysis even when another organization paid for it.