Back to Portfolio

Case Study

SaaS B2B Sales dashboard

Industry

SaaS

Client

B2B SaaS Provider

SaaS B2B Sales dashboard

The Problem

The business lacked visibility into profitability per customer and retention trends, making it difficult to judge the impact of discount strategies on long-term growth and identifying underperforming products.

The Solution

I developed a robust Power BI solution that segments customers based on LTV and order frequency, while specifically tracking how discount rates correlate with revenue and customer metrics across multiple sectors.

Live Interactive Dashboard

Key Results

  • Measurement of retention rate, average order values, and gross profit margins per customer.
  • Evaluation of how discount rates influence revenue per customer and retention.
  • Comparison of revenue and customer metrics across multiple sectors.
  • Identification of top and underperforming products with profitability breakdowns.