Analytics & Growth
Dashboards & Reporting
A B2B company wanted real-time dashboards for pipeline, marketing performance, and product usage so leadership and teams could self-serve.
Real-time dashboards and reports that answer the questions that matter.
Sample metrics
Trend
Reports were built ad hoc in spreadsheets and took days to update; leadership asked the same questions repeatedly. We connected their CRM, marketing tools, and product analytics to a BI platform and built a set of core dashboards: pipeline and forecast, campaign and channel performance, and product usage and health. We defined refresh schedules and access so the right people could see the right data. We also trained power users to build their own reports from the same dataset.
Leadership and teams now use the dashboards daily; time spent on “get me this number” requests has dropped, and they’ve added more dashboards and slices themselves.
- ·Core dashboards for pipeline, marketing, and product in use daily
- ·Less time on ad-hoc report requests
- ·Power users building their own reports from shared dataset