SaaS Tableau AI Forecasting

How a $12M ARR SaaS company replaced gut-feel quarterly planning with AI-driven forecasting.

A growing SaaS business was making capacity decisions based on last quarter's actuals — leading to over-hiring in Q2 and panic in Q4. We built a unified revenue forecast that combined pipeline data, historical trends, and ML-based projections.

Outcomes
94%
Forecast accuracy (vs. 71% before)
2 wks
From kickoff to go-live
$340K
Saved in avoided over-hiring
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Revenue Forecast — Q3 2026 Actual + ML-driven projection TODAY Q1 Q2 Q3 Q4 Q1+1 Actual Forecast
E-commerce Power BI Marketing Attribution

A D2C brand discovered they were overspending $40K/month on the wrong marketing channel.

A growing e-commerce brand was spending $200K/month across six channels with no real attribution model. We built a multi-touch attribution dashboard that exposed where the money was actually working — and where it was being burned.

Outcomes
7.7x
ROAS after reallocation
$480K
Annual savings on bad spend
3 wks
End-to-end delivery
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Channel ROAS Spend (gray) vs. pipeline generated (teal) Content Paid Search LinkedIn Webinars Display ✦ AI INSIGHT Display Ads underperforming. Reallocate $40K to Content for est. +$720K pipeline.

More case studies coming soon.

We're constantly delivering new work. Check back soon for case studies on retail inventory optimization, B2B customer health monitoring, and CFO financial command centers.

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Team in a working session, presenting findings to colleagues
Real client work

Each engagement starts with one specific question.

Every project on this page started the same way: a leader was making a decision without enough information, or a team was drowning in spreadsheets when they should have been asking better questions. We don't sell dashboards — we sell answers.

The dashboards above are the artifact. The real outcome is what they unlocked: faster pricing decisions, retained customers, stocked shelves, board-ready answers.

Industries We Serve

Specialized work across multiple sectors.

SaaS & Tech
E-commerce
Financial Services
Healthcare
Professional Services
Retail & CPG
Manufacturing
Real Estate
Logistics
Education
Non-profit
Hospitality

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Most of our best work starts with a 30-minute conversation. Tell us what you're trying to figure out, and we'll tell you what's possible.

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