How data analytics can steer a company’s growth
- Anna Lopes
- 7 hours ago
- 2 min read
A cloud and software service provider reached:
A 55%+ increase in strategic sales report adoption, or 3x more daily active report users.
An almost 40% growth in time-to-insight.
How?
It had business intelligence and advanced analytics applied across its operations four years ago, with support from BRF Consulting (BRF) and Red Pill Analytics (RPA).
“My role [was to help] transform raw data into strategic insights for [this client’s] Sales and Marketing leadership,” explains BRF Data Engineer Daniel Dantas.
What did BRF/RPA first discover?
When Dantas joined the project, he found fragmented datasets.
“Different teams were working with different numbers, and there was no unified view of performance, especially across sales and marketing,” he says.
He also discovered that the client needed to boost its visibility in key KPIs, including customer Ramp, bookings, opportunities pipeline performance, subscriber trends, Shipments and Deployments, and account-based marketing outcomes.
How did they leverage BI and advanced analytics to meet this client’s needs?
Dantas helped consolidate the client’s standalone datasets into a single, governed data model, a high-performance sales semantic model that significantly improved report performance and usability.
“This enabled leadership to make faster, data-driven decisions and improved alignment across teams,” Dantas says.
In fact, the client expanded the daily use of these reports from a limited user base to 350+ recurring users, including senior leadership.
“The rise in daily engagement levels indicates the platform is no longer seen as a passive reporting tool but as an operational asset supporting real-time business decisions,” he observes.
“[It] reflects a transition from ad hoc reporting consumption to a critical decision-support platform embedded in daily Sales and Sales Operations workflows.”
This semantic layer and related reports also support the quarterly strategy leadership meeting.
To increase its time-to-insight, Dantas assisted in redesigning executive dashboards focusing on usability, navigation, and standardized KPIs, including bookings, pipeline coverage, and growth plays.
“That allowed stakeholders to access critical insights significantly faster and reduce reliance on manual analysis,” he explains.
What tools were used to create these changes?
To overhaul this client’s operations, they used Power BI for reporting, Snowflake and SQL for data modeling and transformation, and incorporated best practices in performance optimization and UX.
Conclusion and projections
The consulting team helped deliver scalable analytics solutions and contributed to foundational data modeling and executive-level reporting, thereby driving better business decisions.
“This project highlights the value of combining strong technical expertise with business understanding,” Dantas says. “The ability to translate complex data into actionable insights has been key to delivering impact and results to [this client].”
In this ongoing project, there are opportunities to evolve the solution with advanced analytics, AI-driven insights, and further optimization of reporting capabilities.
About the author: Anna Lopes is the Communications Associate for BRF Consulting.
Daniel Dantas is a Data Engineer at BRF Consulting.
BRF Consulting is a Salesforce ISV partner specializing in Salesforce, Artificial Intelligence, Data Engineering, and Software Development, assisting businesses to scale and become more efficient. For more information about our services, email us at contact@brfconsulting.com. |
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