# Revenue Leakage Assessment

## 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.

[Start a targeted assessment](https://chassi.com/start-assessment)

###### Results our clients have seen

- ###### $21M in revenue leakage identified
- ###### 19% churn hit prevented
- ###### $7.4M in free cash flow identified

## 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.

## 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.

## What lands on your desk

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
- L2C leakage dashboard with variance by entity and segment
- Billing policy fixes and approval flow recommendations
- Leakage calculator workbook and scenario notes

## 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](https://chassi.com/case-studies)

"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 or system changes.

###### Strategic clarity

One operational truth that holds up in board meetings and diligence.

###### Finance-grade trust

Lineage from booked to billed to paid with audit trails.

## 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.

## Ready to stop revenue leakage?

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

[Start a targeted assessment](https://chassi.com/start-assessment)