Business Context
Powertronics is a trading company operating in the high-stakes world of business automation hardware equipment that enables organizations to streamline operations, reduce manual effort, and gain tighter control over business functions. It’s a market where demand is growing, but so is the complexity of managing operations and performance.
As Powertronics expanded its product lines and customer base, it reached a tipping point. The company was ready to scale, but its internal systems weren’t. Despite healthy revenue inflow and strong market potential, leadership found itself without a clear view of how the business was performing, especially in terms of sales and collections.
Sales teams were active, deals were being closed, but leadership couldn’t answer key questions: Are we meeting our sales targets? How much are we collecting on time? Which regions or teams are underperforming? In a business driven by precision, these blind spots were becoming real risks.
That’s when Powertronics reached out to Contetra not just for numbers, but for visibility, structure, and actionable insights. Fractional CFO services helped them gain the financial clarity needed to make informed decisions and steer the business in the right direction. These services ensured that their financial tracking was enhanced, and their decision-making became more data-driven.
The Core Problem: Lack of Performance Visibility
The challenge wasn’t poor performance it was unclear performance. Everyone was busy, but no one had visibility.
Powertronics had no structured process to compare actual sales to budgets. Collections were tracked manually and inconsistently. Review meetings, if they happened, were reactive and scattered.
Here’s what was missing:
• A clear method to track budget vs. actuals
• A system to monitor collections in real time
• A monthly review rhythm to catch issues before they became losses
For a trading business where cash flow and margins rely on timing, these gaps made it harder to make proactive decisions and easier to lose control.
The Solution: Monthly Sales Reviews + Financial Alignment
Contetra’s strategic CFO services and solution wasn’t about adding tools it was about creating a structured performance system that integrated smoothly into Powertronics’ existing workflow.
We implemented a Monthly Sales Performance Review System, custom-built for their business model and team structure. The goal was to bring clarity, speed, and accountability without disrupting daily operations.
Key components of the solution included:
- Budget vs. Actual Dashboards
Custom templates that clearly showed where performance stood vs. where it was planned to be. - Collections Monitoring Process
A streamlined system to track receivables, flag delays, and keep collections top-of-mind for both sales and finance. - Sales Finance Monthly Syncs
These meetings were short, sharp, and focused on action. They helped align goals, clarify issues, and adjust plans quickly no long reports, just the essentials.
This new rhythm of structured reviews gave all stakeholders from front-line teams to leadership real-time clarity into what was working and what wasn’t.
Enabling Strategic Growth
Alongside performance tracking, Contetra helped Powertronics prepare for larger financial milestones.
The team supported financial clean-up and standardization, ensuring all records were accurate, audit-ready, and suitable for future funding requirements.
As a result, when Powertronics explored external financing, they already had clear, credible financials ready for review no last-minute scrambling.
This behind-the-scenes preparation gave the company not just short-term performance clarity, but long-term financial confidence.
Why This Solution Worked
This wasn’t about adding another tool or layer of complexity. It was about bringing rhythm and accountability to daily operations.
Sales teams started seeing exactly how their performance was tracking. Finance had early visibility into collection bottlenecks. Leadership could ask sharper questions and get better answers.
More importantly, the system was built around the team’s workflow. It wasn’t disruptive. It enhanced what already existed.
And the SAP-Tally reconciliation acted as a safety net, ensuring no revenue or transaction data got lost in translation.
For the leadership, this meant confidence in numbers, in planning, in external conversations.
Business Results: Growth With Control
Within one year of implementation, Powertronics saw measurable improvements:
- Sales grew by ₹10 Cr, from ₹60 Cr in FY 22–23 to ₹70 Cr in FY 23–24
- Cash flow improved, thanks to proactive tracking of receivables
- Teams developed a stronger sense of accountability and ownership
What changed most was the way Powertronics operated:
No more waiting for quarter-end to fix problems. No more chasing numbers without context. The team now had the visibility and structure to course-correct in real time.
Addressing Common Concerns
“Why monthly reviews? Aren’t quarterly enough?”
In a fast-moving trading business, quarterly reviews are often too late. Monthly reviews highlight issues early, so course-corrections can happen when they still matter.
“Will this slow down our teams?”
Not at all. The formats are built for speed and action. They’re not long reports they’re decision tools.
“Do we need new software for this?”
No. The system worked using the tools Powertronics already had Excel, email, and internal trackers. It’s about process, not platforms.
The Contetra Difference
Contetra didn’t just deliver dashboards. We helped Powertronics build a performance culture.
What changed:
- Reviews became rituals, not just reports
- Sales and finance aligned not just when something broke.
- Leaders planned proactively not reactively
This is what sustainable growth looks like: performance that’s planned, measured, and improved consistently. With Contetra’s fractional CFO services, you can access the expertise you need without the cost of a full-time hire.
Ready to Build Clarity Into Your Growth?
If your business is scaling but your visibility is lagging, we can help. From performance frameworks to financial readiness, Contetra designs clarity-first solutions that grow with you.
With strategic CFO services, your business can achieve better performance tracking, deeper financial insights, and greater operational clarity.
Reach us at growth@contetra.com or visit www.contetra.com to explore more.
