From Fragmented Data to Live Model in 3 Days
No implementation consultant. No BI team. Four steps from your first data connection to your first board-ready scenario pack.
Connect your ERP and CRM data sources
Start by connecting InsytVex to your existing systems. Our setup wizard guides you through authentication, field selection, and validation — no IT ticket required.
- Select your data source from the pre-built connector library
- Visual field mapping — drag the fields your model needs
- First sync validates data quality before anything enters the model
- Set refresh cadence (daily recommended for active quarters)
Assumption Inputs — Base Case
Define your key drivers and scenario branches
Tell InsytVex which variables drive your business. Define ranges for each driver (base, upside, downside values). The platform builds the scenario branches automatically.
No formula-writing. No cross-referencing between tabs. Drivers are linked to your live data — when the data updates, the model updates.
Run what-if scenarios and compare results
Adjust any assumption and see the revenue impact in real time. Slide a driver value to explore the sensitivity. Compare three scenarios side by side.
When the sales team brings new pipeline data, update the expansion NRR assumption — the model rebuilds in seconds, not hours.
Explore the scenario builderScenario Comparison — FY2025
Present, decide, and iterate without rebuilding
Generate your board pack directly from the model. Everything is slide-ready — no copy-pasting charts into PowerPoint.
After the board meeting, update assumptions from the discussion. The model stays live so your next quarter starts ahead, not from scratch.
Start your first model this week.
Our team will guide your first data connection and scenario setup in a 30-minute session.