Revenue data engineering

Three reports. Three different numbers.

Sales says one thing. Finance says another. The board deck says a third. We build the data layer underneath your CRM so the numbers agree. They stay agreed after we leave.

Trusted by

  • First Agenda
  • Manual
  • McKinsey
  • NHS
  • Pfizer
  • Siemens

The problem

Most teams ask us for another dashboard. The problem is underneath it.

When reports are stitched together by hand, every new one adds another version of the truth. These are the moments that usually get someone to call us.

  1. Leadership has had enough of the numbers

    Usually it starts with a director who is fed up. Reports disagree, nobody can say which one is right, and every fix is another workbook on top of the last one.

  2. An audit is coming and nobody can show the working

    The logic behind your revenue figures sits inside dashboards, spreadsheets and a couple of people's heads. When someone asks how a number was calculated, there is no clean answer to give them.

  3. You were promised a single pane of glass

    What you got is a dashboard per team, each with its own idea of pipeline, revenue or churn. What is missing is a semantic layer: one set of definitions that every report reads from.

  4. Your data is worth selling, but not in this state

    You want to package it for clients as a product. It arrives from surveys, spreadsheets and systems that do not agree, and it has to go out polished and right every single time.

Who we work with

One problem, seen in three kinds of work

The pattern is the same each time: the numbers that should agree live in several systems, and each one says something different. We fix the layer underneath so the business can trust one answer.

SaaS revenue numbers live in several places. The CRM has the forecast, billing has what was invoiced, and finance has the board version. Each one is defensible, but they do not always agree.

We turn MRR, churn, expansion and coverage into tested pipeline logic, so monthly reporting starts with the number rather than a reconciliation.

Revenue reporting rebuilt from source systems to dashboard

Pharmaceutical teams need more than a dashboard. Access must be provable, lineage traceable, and a number in a submission must still make sense years later.

We build that control into the model and the pipeline from the start, so review is part of the work rather than a clean-up job at the end.

Pfizer reporting and pipeline work

Ecommerce stacks grow fast: storefront, payments, subscriptions, email and ad platforms, each with its own customer and conversion numbers.

We bring them into one customer model, so cohorts, retention and channel spend can be compared on the same basis.

Reporting rebuilt for a high-growth D2C business

B2B SaaSPipeline, bookings and ARR that match.

SaaS revenue numbers live in several places. The CRM has the forecast, billing has what was invoiced, and finance has the board version. Each one is defensible, but they do not always agree.

We turn MRR, churn, expansion and coverage into tested pipeline logic, so monthly reporting starts with the number rather than a reconciliation.

Revenue reporting rebuilt from source systems to dashboard

PharmaceuticalGoverned analytics that can be explained later.

Pharmaceutical teams need more than a dashboard. Access must be provable, lineage traceable, and a number in a submission must still make sense years later.

We build that control into the model and the pipeline from the start, so review is part of the work rather than a clean-up job at the end.

Pfizer reporting and pipeline work

Ecommerce and D2COne customer view across channels.

Ecommerce stacks grow fast: storefront, payments, subscriptions, email and ad platforms, each with its own customer and conversion numbers.

We bring them into one customer model, so cohorts, retention and channel spend can be compared on the same basis.

Reporting rebuilt for a high-growth D2C business

What we do

Fix the layer underneath, not the screen on top

Most engagements start small and grow. You do not have to buy all of it to begin.

  1. Get the numbers to agree

    One definition per metric, written down, and a model that produces it. Pipeline, bookings, revenue and churn are worked out once and used everywhere.

  2. Build the pipelines that keep them agreeing

    Data moves from your CRM, billing and product systems into a warehouse on a schedule, with tests that fail loudly. Built on dbt, Snowflake and AWS. No manual steps.

  3. Make reporting something people use

    Tableau and Power BI, built around the questions your team really asks. Fewer dashboards, and each one answering something specific.

  4. Hand it over properly

    Documentation, tests and recorded training so your team owns it afterwards. The aim is that you stop needing us. That is not a slogan. It is how the work is scoped.

How an engagement runs

A call

Thirty minutes on the problem. Not a pitch. Sometimes the answer is that you do not need us, or that someone else is a better fit.

Scope and a price

A written plan with a number attached, before any work starts. No open-ended day rates.

Build, in the open

You see progress every day. Nothing lands as a surprise at the end.

Handover

Documentation, training, templates, recordings. Your team runs it. We are there if something breaks.

Where we work

Source systems
Salesforce · HubSpot · Stripe
Warehouse and pipelines
Snowflake · dbt · Airflow · AWS
Reporting
Tableau · Power BI · Sigma

What clients say

About Data Dune

10
Average years of experience
$1.1M
Saved a year by one licensing dashboard
96%
Delivered within scope
1 week
To your first dashboard

Free workflow

You want a plain-English question box. You do not want AI inventing the number.

data.Ask asks your Tableau, your database and your documentation the same question, then cross-checks the three answers and shows you where they disagree. It is the quickest audit of the problem this page describes, and it is free to use.

  • Four agents, one sourced answerRAG for your docs, SQL for your numbers, Tableau MCP for your dashboards, and a combiner that surfaces contradictions rather than averaging them away.
  • Running in an afternoonAn n8n workflow and a five-step setup guide, against Tableau Cloud and your own database.
  • Free, and free to keepAuth, row-level security, monitoring and prompts tuned to your business are the paid engagement. The workflow itself is not a trial.

No call required to download it. You can run it in one day. If it shows you something you do not like, that is a good enough reason to talk.

Talk still with a slide titled Why Parallel, Not Sequential and Igor speaking beside it.

A walkthrough from a Tableau Conference talk.

Common questions

Do you work inside our CRM?

Yes, where it is needed. Salesforce and HubSpot objects, fields and reports are all fair game. Our specialism is the layer below, and that is usually where the problem turns out to be.

We only need a few dashboards. Too small?

No. That is the usual starting point, and it tends to surface the questions worth solving next.

Can you work in a regulated environment?

Yes. Regulated delivery is a large part of our history, including work inside Pfizer teams.

What does it cost?

It is scoped against the value it returns, not sold as a package. You get a number before the work starts.

Next step

Which number do you not trust?

Bring the report nobody trusts. We will tell you what is actually wrong underneath it.

Thirty minutes, straight to the problem. No deck, no pitch, and a written summary afterwards either way.