All work
PwC - Compass
A sales pipeline and financial planning app for PwC Türkiye’s Advisory teams, from first lead to billing.
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- CLIENT
- PwC Türkiye
- YEAR
- 2026
- PLATFORM
- Web
- SERVICE
- Enterprise Web Applications
CHALLENGE
Opportunities had to be followed to the invoice.
Advisory managers follow each opportunity from the first conversation to contract, revenue and collection. They needed a weekly pipeline view, risk checks before acceptance, revenue and billing plans per project, and team totals leadership can trust, all inside the firm’s portal.
APPROACH
Every opportunity carries its own plan.
We built Compass around the opportunity: risk and acceptance, resource plan, next actions, revenue and billing plans and the contract, each on its own tab. A project can be marked as won only with a finance job code and a revenue plan, then its commercial terms freeze. The team dashboard converts four currencies to TRY, and every change is kept in history.
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RESULTS
From lead to invoice, in one place.
- 7opportunity stages, from first lead to won
- 4currencies converted to TRY on the team dashboard
- 12screens covering pipeline, plans, targets and admin