Revenue Analytics Dashboard
Transformed Salesforce's global NGO and Education GTM reporting by building a unified revenue analytics system that replaced manual spreadsheets with automated, trustworthy dashboards.
The Challenge
Leaders lacked a single, accurate view of pipeline, performance, and campaign contribution. Reporting relied on manual spreadsheets, leading to delays, data drift, and inconsistent insights. Data quality issues across CRM and MAP systems created mistrust in reported metrics. Regional teams needed role-based dashboards aligned to their KPIs and operational rhythms. DemandGen and Campaign teams had no scalable framework for validating or interpreting data.
The Route Map
Step-by-step path from challenge to outcome.
BI Pipeline Architecture: Designed ETL workflows connecting CRM
BI Pipeline Architecture: Designed ETL workflows connecting CRM, MAP, and Business Objects data
Data QA Framework: Implemented Oracle SQL validation rules to ensure data accuracy before reporting
Data QA Framework: Implemented Oracle SQL validation rules to ensure data accuracy before reporting
Executive Dashboard System: Built interactive Tableau dashboards for CMOs
Executive Dashboard System: Built interactive Tableau dashboards for CMOs, regional leads, and ops teams
Unified KPI Framework: Standardized definitions for pipeline stages
Unified KPI Framework: Standardized definitions for pipeline stages, contribution, and attribution
Automation Layer: Replaced multi-day manual reporting with automated refreshes and alerts.
Automation Layer: Replaced multi-day manual reporting with automated refreshes and alerts.
The Stack
Channels, tools, and MarTech used to deliver results.
Channels
- Revenue Operations
- Analytics
- BI
Tools
- HubSpot
- Salesforce
- Looker
MarTech
- Attribution
- Analytics
- Automation
Outcomes Delivered
Reporting Time
from 4 days (190% reduction)
Data Quality
Improved
Pipeline Tracked
Supported
Established the analytical backbone for global GTM decisions across NGO and Education verticals
Reduced reporting time by 190% (4 days → 2 hours)
Improved data quality by ~85%
Supported 250M+ pipeline tracking
What's Next
Key takeaways and ongoing opportunities.
This engagement demonstrates the power of a systematic, data-driven approach to GTM. The results speak to the importance of clear strategy, proper execution infrastructure, and continuous optimization. Moving forward, the focus shifts to scaling these wins and identifying the next growth lever.
Ongoing Optimization
Continuous monitoring and refinement to maintain momentum and identify new opportunities.
Scale & Expand
Apply proven frameworks to adjacent markets, channels, or product lines.
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