Case Study

Reporting model rebuild

A structured redesign of revenue definitions, attribution logic and executive dashboards to eliminate reporting mistrust and create a unified performance view.

B2B SaaS Growing GTM function Impact: Visibility 14-person GTM team

Starting point

Problem
Different teams reported different numbers for pipeline, revenue and attribution. Leadership discussions became debates over definitions rather than decisions.
Symptoms
• Marketing and sales dashboards conflicted
• ARR roll-ups inconsistent
• Attribution unclear or disputed
• Board pack manually stitched together
Delivery

Work delivered

Built as durable reporting infrastructure rather than surface-level dashboard changes.

1) Revenue metric dictionary

Documented and standardised all commercial definitions across GTM functions.

Definitions Governance

2) Attribution framework

Rebuilt attribution logic aligned to lifecycle stages and executive reporting needs.

Attribution Lifecycle

3) ARR and roll-up alignment

Standardised ARR calculations, expansion logic and reporting segmentation.

ARR Roll-ups

4) Executive reporting layer

Delivered structured dashboards used for weekly and board-level discussions.

Dashboard Board pack
Outcome

Measurable impact

1
Revenue definition set
Shared across all GTM functions.
Aligned
Executive reporting
Reduced debate, improved decision velocity.
Repeatable
Board cadence
No manual stitching required.
Next step

Need reporting your board actually trusts?

The Revenue Diagnostic identifies definition conflicts, roll-up errors and attribution gaps before they undermine credibility.

Book a Diagnostic View pricing
Structured for B2B SaaS GTM teams.