Client
Series B SaaS Company
Industry
Revenue Intelligence
Engagement
Data Pipeline & GTM Analytics
The challenge
The revenue team had no reliable view of pipeline health. Data lived in five disconnected systems — CRM, product, billing, support, and marketing — and every weekly report required manual reconciliation in spreadsheets.
The work
Designed and built a unified data model in Snowflake pulling from all five source systems via Fivetran. Developed dbt transformations to produce a clean, tested layer for GTM analytics. Built Looker dashboards for pipeline coverage, stage conversion, and rep performance.
The outcome
The revenue team moved from weekly manual reports to daily self-serve dashboards. Pipeline review meetings went from two hours of data prep to fifteen minutes of actual discussion.
