Data & Analytics
Revenue Analytics Workspace for a SaaS Finance Team
MRR, churn, and cohort views in one workspace — finance stopped rebuilding the same sheets every Monday.
Cover imagery illustrates the project category.
- Client
- Series B SaaS company
- Timeline
- 5-week analytics workspace
- Our role
- Data product partner
- Hours→mins
- Monday board prep
- 5 wks
- Workspace live
- 1 source
- Documented metric defs
The challenge
Board metrics lived in fragile spreadsheets. Definitions drifted; Monday prep ate analyst time.
Our approach
A governed metrics layer with documented definitions, scheduled refreshes, and a calm React workspace for MRR, churn, and cohorts — fed by dbt models in the warehouse.
Exports stayed available; the sheet stopped being the source of truth.
What shipped
Concrete scope included in this engagement.
- 1 Metric definition workshops
- 2 Warehouse / billing sync
- 3 MRR, churn, and cohort views
- 4 Scheduled refresh and freshness states
- 5 Export for board packs
The result
Monday board prep dropped from hours to a review meeting. Metric debates shifted to decisions, not definitions.
Stack
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