RevOps reporting
Rebuilding RevOps Reporting Dashboard for a Fast-Growing SaaS Company
By moving revenue logic out of fragile spreadsheet-driven pipelines into a governed data layer, we built a RevOps dashboards that cut reporting turnaround from days to hours and gave leadership numbers they could finally trust.
- B2B SaaS
- RevOps
- $45k saved
Challenge
Revenue reporting was spread across CSV exports, manual spreadsheet joins, and dashboard logic baked directly into the BI layer. Every new board or investor report meant someone manually reconciling MRR and churn numbers across systems, and nobody could say with confidence why two reports sometimes told different stories.
Solution
Consolidated CRM, billing, and finance data into a single governed data layer, replacing manual exports. Rebuilt core revenue metrics, including MRR, churn, and expansion, as documented, version-controlled logic instead of one-off spreadsheet formulas. Delivered a single RevOps reporting dashboard that gave the whole team one trusted number from source systems to board pack.
Results
Reporting turnaround dropped from days to hours, board and investor decks stopped requiring manual reconciliation, and RevOps could finally trace any revenue metric back to its source in minutes. The live case study also records $45,000+ saved.
What the people we worked with say
Igor worked with us at Manual as an independent Tableau contractor. He clearly knows Tableau inside out and built us some great dashboards.
He was pragmatic, understood the balance of £ vs speed, and was willing to adapt his designs and approach appropriately. He was able to work independently and great at managing his own workload - a pleasure to work with.
Mark Madge
Head of Data, Manual
Before I worked with Igor, I said dashboard was “the D word.” He often anticipates what I would need.
I review and think “but what about… “ and he’s already thought of it. I focus on giving him the priorities; the questions we need to answer; and for what audience.
And he delivers every time. I feel overall more capable and effective due to Igor’s work.
He’s a joy to work with. I’m very happy to recommend him.
Heather McNamee
Service Manager, Techoir
It was my huge pleasure to work with Igor on a data project where he was delivering different dashboards over a few weeks remotely. The scope of the work was constantly changing but thanks to Igor's professional approach he mastered it perfectly.
His strength: organized, clear, on top of things, communicates well, proactive and involves stakeholders when necessary. Its a great feeling to know that your projects are in good hands - in those of Igor.
Zdenka de Booij
Account Executive, InterWorks
Next step
Recognise this pattern?
It is rarely the report. It is usually what feeds it. That is a fixable problem.
Thirty minutes, straight to the problem. No deck, no pitch, and a written summary afterwards either way.