The Client specializes in the field of data driven analytics, their expertise lies in extracting actionable insights from complex data, facilitating informed decision-making and the achievement of strategic objectives.
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The Client aims to improve their business analytics processes with a focus on creating an Annual Recurring Revenue (ARR) report from Salesforce data and consolidating marketing key performance indicators (KPIs) into an executive dashboard.
The Client’s existing process involved labor-intensive data extraction from Salesforce and Excel-based calculations for the ARR report, resulting in time inefficiencies and error prone outcomes Additionally, inconsistencies
in marketing data from various platforms posed challenges for accurate
performance evaluation. The lack of a centralized executive dashboard further impeded effective tracking and analysis of marketing KPIs.
Diacto provided a comprehensive solution by seamlessly integrating with Salesforce, automating data extraction, and enabling data transformation into significant metrics like Customer Retention %, Gross Retention %, and Net Dollar Retention %. Diacto consultants also addressed discrepancies in marketing data across various platforms, ensuring data accuracy and consistency. Furthermore, the BI platform’s intuitive dashboard builder and advanced calculations in Beast Mode and ETL facilitated the creation of a consolidated executive dashboard, integrating ARR, customer retention rates, and performance metrics for customized reporting and analysis.
The implementation of the solution had a significant and far-reaching effect, resulting in substantial improvements across various facets of operations. The customized executive dashboard empowered stakeholders to make data-driven decisions while catering to specific reporting needs. This impact extended to executives, accounting teams, and data analysts who rely on accurate reports and essential performance metrics for their decision-making processes. Furthermore, improvements in visibility and data-driven capabilities benefited functions in business analytics, marketing, sales, and B2B customer management, enhancing their ability to track and optimize performance effectively.
