Revenue Intelligence Platform
An end-to-end analytics pipeline on GCP by transforming 14 tables from ERP, CRM and Web Events sources, dbt Core, 95 automated tests, three live dashboards and a conversational data agent.
Objective
Build a single trusted analytical layer for a B2B SaaS business that answers customer churn, revenue leakage and lead conversion from a unified data model, and make that layer (data product) usable by more than one kind of consumer (data teams).
Approach
Generated 14 source tables modelled on CRM, ERP and web event schemas, with deliberate data quality defects, and loaded them into BigQuery. Modelled in dbt Core across 14 staging, 5 intermediate and 3 mart models with strict separation of concerns. Documented all 159 mart columns with business meaning, unit and scale, grain and permitted values, persisted into BigQuery metadata. Served the mart layer to two independent consumers: Looker Studio dashboards, and a conversational agent built on Vertex AI, LangChain and MCP Toolbox, deployed on Cloud Run. Both CI and deployment run through GitHub Actions with no stored credentials.
Result
Delivered a governed data product. Surfaced £12.39 revenue per £1 marketing spend, 8% lead-to-close against the 10 to 20% B2B SaaS benchmark, a 399.9-day average close cycle, 12.51% payment failure rate, and a 34.71% overall churn risk score. Identified Logistics and Manufacturing ARR as the highest-risk segment. Recommended tightening SDR qualification to a 12% conversion target over two quarters, restructuring campaigns below 2× ROI, and lifting the 69.6% collection rate through payment-systems work. Documenting the mart layer surfaced five data quality defects that had been feeding dashboards undetected, and the first CI run caught a model referencing a column that no longer existed.