Revenue Management

Master Revenue Management with Tableau

What the #@$% happened to Revenue?

2020 was THE year that trends as we know it were thrown out the window. Virtually every business in the world has seen unpredictable revenue changes.

Our solution can help you get a handle on your revenue performance NOW to drive greater financial performance in the future.

(1) Understand what your revenue is TODAY at the customer/product level with the ability to see the underlying drivers of New, Churn, Upsell, Downsell, and Mix

(2) Understand how your revenue evolved over the last 12 months with the same customer/product and driver detail as above

(3) Call to action specific teams to drive higher revenue and customer lifetime value with specific customer and product level information to go forth and market and renew with precision

Revenue Management

Our solution is automated and runs the day you close revenue. The ability to consume New, Upsell, Downsell, Churn, and Mix at the customer level will give you the quick insights needed to take action and measure results ongoing to ensure long-term goals are met.

As an added benefit, our solution calculates customer lifetime value (CLTV) every month, demonstrating how your actions are helping to achieve long-term company growth.

Finance Expertise

Our solution was designed based on years of experience solving reoccurring revenue performance challenges that exist in virtually all business.

Proven Business Logic

The metrics and calculations are derived based on industry best practices along with our expertise in finance and can be customized to align with your specific business processes and rules.

Built with Tableau

The data visualization was built leveraging Tableau. The solution contains screens visualizing (1) Month over Month Performance, (2) Renewal and Whitespace and (3) Customer Lifetime Value (CLTV)


Our solution is designed to be customized to your business and to accelerate the deployment process with our industry requirements, data integration templates, and Tableau workbooks.

Contact us to arrange a demo or discuss how you can leverage our Revenue Management Dashboard within your organization.



Your Data Awaits

Start your journey today.