From CAC to commission paid. Every sales dollar, audited.
Sales that do not hold up, commissions paid without return, uncontrolled partners and a portfolio that does not match billing. We audit the sales process end to end, measure the financial impact and deliver the plan to fix it.
The sales area drives cash. And concentrates risks nobody tests.
Aggressive targets, variable incentives, many partners and several systems: ideal ground for errors, fraud and margin loss that only shows months later.
Commissions without return
Incentives paid on sales that are not confirmed, cancel early or never generate revenue.
Sales that do not exist
Inconsistent records, bypassed credit checks and unvalidated contracts inflate the portfolio.
Uncontrolled partners
Partners without due diligence, exceptions without approval limits and misuse of company resources.
CAC off plan
Actual acquisition cost far from plan, without the strategy or sales policy being revisited.
Six areas of analysis, the entire sales journey.
Sales model and CAC
Planned versus actual CAC, alignment with strategy and consistency of sales and commission policies.
Sales journey and portfolio
Leads, credit review, contract validation, anti-fraud and closing, focused on the integrity of the billed portfolio.
Partners and incentives
Partner onboarding, validation and monitoring, exception criteria and approval limits.
Commissions, KPIs and return
Commissions and incentives paid versus actual return, KPI consistency and correlation with revenue generated.
Records and segregation of duties
Financial and accounting records for the process, access, permissions and SoD conflicts across the journey.
Audit testing
Control and substantive tests at critical points, with root cause and measured financial impact.
Risk-driven, evidence-based.
We start by understanding how your sales area really works: sales flows, commission rules, partners, contracts, billing and the systems everything runs through. Through interviews and document review, we prioritize financial, operational, compliance, fraud and reputational risks by impact and likelihood. We then assess controls and segregation of duties in critical activities and test, with real data, whether sales, commissions and records hold up. Every exception found gets a root cause and a value in currency. All in 10 weeks, without stopping operations.
You receive the full picture of the sales process as it is today and as it should be, with the current and proposed risk and control matrix, the evidence from every test and the financial impact of each failure. Recommendations arrive prioritized and already agreed with the areas, with owners and deadlines, in an executive report for leadership and a detailed one for those who will execute, in Portuguese and English.
The cost of not auditing shows up in the margin.
Revenue stays unproven
- ✕Commissions paid on sales that do not existThe money goes out every month and only shows up as a loss when the customer cancels.
- ✕Fraud discovered latePartners and sellers exploit gaps nobody tests.
- ✕CAC out of controlMargins shrink without the sales strategy being revisited.
- ✕External auditor findingThe failure surfaces first to outsiders, with reputational impact.
Every sales dollar backed by evidence
- ✓Commissions tied to real revenueIncentives paid on sales that are confirmed and generate cash.
- ✓Gaps closed before the lossFraud risks tested and controls strengthened where it matters.
- ✓Losses measured in currencyLeadership knows how much the process loses and where to act first.
- ✓Ready for any auditOrganized evidence and an action plan with owners and deadlines.
How much of your revenue would survive an audit?
In 10 weeks, you know where the sales process loses money and what to do about it.