Case study
One revenue dashboard, three teams finally agreeing
Bluepeak SaaS · B2B software · 120 employees
0%
less time preparing board reports
0 days
earlier churn-risk detection
0
source of truth across 3 teams
0+ hrs
saved every month on reporting
The problem
Sales, marketing and finance each reported revenue from different spreadsheets. Numbers never matched, board prep took a week, and churn signals were spotted a quarter late.
Our approach
- Mapped every revenue question the leadership team asked in a month
- Modelled CRM, billing and product data into one governed dataset
- Designed a Power BI dashboard around decisions: pipeline health, net revenue retention, churn risk
- Automated a Monday-morning executive summary by email
The dashboard
Net revenue retention, trailing 12 months
Pipeline coverage
Recreated with placeholder data to protect client confidentiality.
“We went from arguing about whose spreadsheet was right to making calls in the same meeting. The dashboard paid for itself in the first month.”
What we learned
The hard part was never the charts — it was agreeing on definitions. One shared metric dictionary ended a year of debate, and the dashboard made it permanent.
Your data already knows the answer.
Let's make it visible.
Book a free 30-minute consultation. Bring your messiest spreadsheet — we'll tell you exactly what a dashboard could do with it, and what it would cost.