Revenue Operations · case study
Revenue Analytics Dashboard
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.
How the work unfolded
1. BI Pipeline Architecture: Designed ETL workflows connecting CRM
BI Pipeline Architecture: Designed ETL workflows connecting CRM, MAP, and Business Objects data
2. 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
3. Executive Dashboard System: Built interactive Tableau dashboards for CMOs
Executive Dashboard System: Built interactive Tableau dashboards for CMOs, regional leads, and ops teams
4. Unified KPI Framework: Standardized definitions for pipeline stages
Unified KPI Framework: Standardized definitions for pipeline stages, contribution, and attribution
5. 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 execution
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. Executive Dashboard System: Built interactive Tableau dashboards for CMOs, regional leads, and ops teams. Unified KPI Framework: Standardized definitions for pipeline stages, contribution, and attribution. Automation Layer: Replaced multi-day manual reporting with automated refreshes and alerts.
The outcome
Measurable impact across pipeline, efficiency, and growth.
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%
“Established the analytical backbone for global GTM decisions across NGO and Education verticals”
Salesforce
Outcome summary
Connected Topics
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Public Sector & Education market context
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Expertise applied: Marketing Analytics & Reporting
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GTM field notes
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