Case Study

Analytics : Executive Dashboards for B2B SaaS Scaleup

The image depicts a modern sleek office environment filled with natural light streaming through large windows In the foreground a diverse group of professionals is engaged in a collaborative meeting around a large table equipped with laptops and digi-1

Background:

Mike’s GTM team had strong execution but lacked alignment. There was no single dashboard for board-level metrics, and department heads used inconsistent reports.

Project Goals:

Reporting Clarity, Leadership Visibility, Recurring Reports Automation, Time Saving

The Challenge:

  • Scattered GTM data across marketing, sales, and CS

  • No single view of performance or KPIs

  • Founders lacked board-ready insights 

The Solution:

  • Built GTM dashboards using Databox with HubSpot, GA4, and LinkedIn Ads

  • Created department-specific views for Sales, CS, and Marketing

  • Delivered exec dashboard synced to Monday board meetings 

The Results

  • 100% KPI coverage across all GTM teams

  • 5 role-based dashboards built in <10 days

  • 70% reduction in manual reporting effort

The Review

❝ Finally, we can see what’s working and what’s not in real-time. Consultey built our entire RevOps brain.❞

B2B SaaS Startup

  • Industry – Technology (SaaS)
  • Type / Size – Seed-Stage / Small
  • Subscription – Project
  • Service – Analytics, RevOps
  • Team – Leadership
  • CRM – HubSpot (Analytics)
  • Tech Stack – HubSpot & Databox

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