Business phase
A founder-led capital firm running on Salesforce, where leadership was making capital and ops calls off an existing reporting layer.
The bottleneck
Leadership was stuck reading dashboards and attribution models by hand and reconciling what they showed against how revenue and pipeline were actually moving.
The operating drag
Reporting and attribution had drifted from reality, so capital and ops decisions were being made against numbers that no longer matched current revenue and pipeline.
What we saw
The dashboards and attribution models no longer reflected how revenue and pipeline actually behaved. The fix was to realign the reporting layer to current reality and give leadership a forward view of pipeline.
What we built
We refreshed the dashboard suite, rebuilt the attribution model, and stood up pipeline forecasting views for leadership in Salesforce.
Handoff
Handoff included the refreshed dashboards and a walkthrough of the rebuilt attribution model and forecasting views so the team could read and run them.
The win
Leadership has a current view of revenue and pipeline. Capital and ops decisions are now tied to current revenue reality, not stale reporting.
What came next
This was a focused dashboard refresh, attribution rebuild, and forecasting engagement, leaving leadership with reporting they can trust as the business moves.