Question 1

How do you handle ARR definition consistency?

Accepted Answer

ARR has more definitions than most metrics. We start by aligning finance, revops, and product on a single definition with documented inclusion and exclusion rules (renewal timing, multi-year contract treatment, mid-period add-ons). The dashboard work follows from the definition work.

Question 2

Can you integrate Salesforce, HubSpot, and Stripe data?

Accepted Answer

Yes. These plus Outreach, Gong, Zendesk, and Intercom are common B2B SaaS source systems. The data plumbing is well-trodden; the bigger work is conforming the customer and account hierarchies across all of them.

Question 3

What does a SaaS BI engagement cost?

Accepted Answer

4-week current-state assessment then a 10-to-18-week phased build. Most engagements land at $120,000 to $360,000 for phase one. Senior-led delivery.

Question 4

Do you use Tableau, Power BI, or both?

Accepted Answer

Both. We are Tableau-certified and Power BI-certified, and we work with whichever tool the client already has invested in. For greenfield builds we discuss the choice on the merits; most decisions come down to existing tool investment and team skills.

Question 5

How is this different from a typical BI consulting firm?

Accepted Answer

Senior-led delivery (no junior consultants two years out of college on the SOW), fixed-price engagements (no hourly billing), and a metric-layer-first methodology that focuses on what your leadership team needs to trust the numbers.