With deep, hands-on experience across industries, we specialize in turning complex data from ERP and CRM systems into clear, actionable insights. Driven by passion, we move fast, stay agile and results oriented, and always focus on delivering real value to our clients.
Explore the cases below to see how we’ve helped our clients solve complex challenges and unlock the full potential of their data.
Business Cases
Profit & Loss (P&L) and
Budget vs Actual (BvA) Analytics
Achieve streamlined financial analytics, improved transparency, and faster decision-making allowing you to spend less time compiling data and more time driving strategic financial initiatives.
Systems Integration:
Even if your budget data is managed separately in Excel or another system outside your ERP, we seamlessly integrate and consolidate data from multiple sources, providing unified visibility within our dashboards.
We connect to your ERP systems: NetSuite, Priority, SAP Business One, Oracle Applications, NAV, and others..
Typical Challenges You Currently Face:
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Time-consuming, manual analysis of Budget vs. Actual reports.
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Lack of transparency and cumbersome processes for sharing financial insights with departmental stakeholders.
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Difficulty and delays in clearly explaining budget variances and their underlying causes.
How We Solve These Challenges:
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Immediate Clarity: Instantly visualize clear trends for revenue and expenses (COGS, OPEX, CAPEX).
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Drill-Down Insights: Quickly identify reasons for budget variances through intuitive, one-click transaction-level drill-downs.
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Comprehensive Analytics: Analyze variances across departments, expense accounts, locations seamlessly.
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GAAP/Non-GAAP Flexibility: Easily switch views to present Net Profit, EBITDA, and margin analyses.
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One Version of the Truth: Share consistent, accurate information securely across departments using built-in row-level security.
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Automated Data Refresh: Your dashboards are always updated automatically with the latest financial data.
SaaS Metrics Analytics
Drive strategic growth initiatives, enhance customer retention, and maximize revenue opportunities through data-driven decision-making.
Systems Integration:
Seamlessly integrates with your CRM platforms such as Salesforce and HubSpot
Typical Challenges You Currently Face:
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Scattered and inconsistent reporting of critical SaaS metrics.
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Difficulty in accurately tracking Annual Recurring Revenue (ARR), Net Dollar Retention (NDR), churn rates, and customer lifetime value.
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Lack of immediate visibility into revenue growth, expansion, and contraction drivers.
How We Solve These Challenges:
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Instant Visibility: Clear, automated tracking of key SaaS metrics: ARR, Net New ARR, Revenue Growth Rate, Customer Count, ARPA, Churn Rates, NDR, Logo Retention, customer acquisition costs (CAC) and many others.
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Deep-Dive Analysis: Quickly analyze revenue expansion and contraction by customer segments, product lines, or geographic regions.
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Trend Analysis: Identify long-term revenue trends and proactively manage risks and opportunities.
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Customer Insights: Immediate access to metrics such as customer retention, upsell/cross-sell performance, and customer lifetime value (CLTV). At-risk customers alerts.
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Transparency and Collaboration: Easily share dashboards with Account Managers, promoting bottom-up performance improvement through enhanced transparency, supported by row-level security.
Cashflow Analytics
Spend less time compiling data and more time leveraging
it strategically, driving better financial decisions and ultimately strengthening your company's financial health.
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Systems Integration:
We seamlessly integrate with your existing ERP and accounting systems, including NetSuite, Priority, SAP Business One, and more
Typical Challenges You Currently Face:
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Static reports that lack actionable insights.
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Manual preparation of reports, consuming valuable time and resources.
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Limited visibility into the true drivers behind cash inflows and outflows.
How We Solve These Challenges:
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Immediately Visualize Cash Trends: Understand your cash inflows and outflows clearly, highlighting trends
and anomalies at a glance. -
One-Click Deep Dives: Quickly analyze cash flows by vendors, customers, and specific expense accounts.
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Accurate Forecasting: Easily track and compare actual cash balances and burn rates against the budget, enabling precise forecasting and informed decision-making.
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Comprehensive Reporting: Gain insights into customer payments, vendor payments, salary payments, etc. Direct and indirect cash flow statements.
Sales Funnel Analytics
Gain actionable insights into every stage of your sales pipeline, improve lead conversion, and optimize sales performance to drive predictable and scalable growth.
Typical Challenges You Currently Face:
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Difficulty understanding and tracking conversion rates across the sales funnel.
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Lack of visibility into individual sales managers' performance versus targets.
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Limited insight into bottlenecks, leading to missed opportunities and revenue shortfalls.
How We Solve These Challenges:
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Clear Conversion Metrics: Instantly visualize conversion rates at each sales stage, from lead to close.
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Manager Performance Tracking: Easily compare individual and team performance against clearly defined targets.
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Actionable Insights: Identify funnel bottlenecks and take swift, targeted actions to enhance sales productivity.
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Trend Analysis: Leverage historical data to predict outcomes and proactively adjust strategies.
Systems Integration:
Fully integrated with CRM platforms such as Salesforce and HubSpot.
Quote-to-Cash Controls
Achieve streamlined operations, reduced revenue leakage, and improved cash flow through enhanced visibility and control.
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Systems Integration:
Seamlessly integrates with leading platforms including Salesforce, HubSpot, NetSuite, Priority, and more.
Typical Challenges You Currently Face:
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Difficulty tracking Won Deals, Sales Orders, Invoices and Payments across multiple systems.
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Manual, fragmented quote-to-cash workflows causing inefficiencies and errors.
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Limited visibility into revenue leakage and operational bottlenecks.
How We Solve These Challenges:
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Complete Process Visibility: Monitor every stage from initial Won Opportunity through order processing to cash collection.
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Immediate Issue Identification: Quickly pinpoint delays, discrepancies, or revenue leakage points.
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Enhanced Controls: Implement robust controls and validations to ensure accurate billing and revenue recognition.
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Automated Monitoring: Regular, automated tracking of critical quote-to-cash metrics.
Revenue Recognition
Achieve greater clarity and precision in revenue reporting, enabling confident and accurate business decisions.
Typical Challenges You Currently Face:
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Complex manual time consuming revenue recognition reporting processes.
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Difficulties accurately tracking and reporting recognized vs deferred revenue.
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Limited visibility into revenue streams, creating challenges in financial compliance and audit processes.
How We Solve These Challenges:
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Real-Time Visibility: Clearly see recognized versus deferred revenue across products, contracts, and periods.
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Detailed Drill-Downs: Immediate insights into individual Sales Orders, transactions, contracts, and customer revenue profiles.
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Forecasting Capabilities: Easily forecast revenue recognition schedules and future revenue streams.
Systems Integration:
Seamless integration with ERP systems such as NetSuite and Priority ensures data accuracy and consistent reporting.
HR Analytics
Enable strategic HR decisions, improve employee retention, and optimize workforce management with clear, actionable data.
Systems Integration:
Integrates seamlessly with leading HR systems such as HiBob and BambooHR.
Typical Challenges You Currently Face:
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Difficulty tracking critical HR metrics such as headcount, FTE, turnover, attrition rates, and reasons for termination.
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Inefficient, manual processes for collecting and analyzing employee data.
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Limited visibility into workforce trends and Actual vs Budget analytics.
How We Solve These Challenges:
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Comprehensive Workforce Visibility: Instant views of headcount, Full-Time Equivalent (FTE), and employee demographics.
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Turnover and Attrition Analysis: Quickly identify trends and underlying reasons for employee attrition and turnover.
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Interactive Drill-Downs: Easily explore details by department, role, location, and termination reasons.
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Salary Cost Tracking: Seamlessly integrate data from HR and ERP systems to track salary costs across departments and locations, clearly visualizing Actual vs Budget variances.
Executive Dashboard
Enhanced strategic oversight, faster issue resolution,
and improved decision-making through a single, consolidated view of your entire business.
Systems Integration:
Seamless integration across multiple data sources, including ERP systems, CRM platforms, financial software, and HR systems.
Typical Challenges You Currently Face:
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Fragmented data across multiple systems, making
it challenging to get a consolidated view. -
Difficulty quickly accessing critical KPIs and identifying business issues.
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Limited ability to drill down into underlying data, restricting informed decision-making.
How We Solve These Challenges:
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Centralized Metrics: One unified dashboard to instantly access all essential business KPIs.
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Interactive Drill-Through: Quickly and intuitively drill down into detailed reports and transactional data for deeper insights.
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Real-Time Updates: Automatically refreshed dashboards, ensuring real-time accuracy and relevance.
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Strategic Decision-Making: Enable proactive, data-driven decisions with clear, actionable insights.