Productized · Fixed scope AI Automation
Built for fintech & SaaS revenue teams

The RevOps dashboard
your CFO reads first.

A fixed-scope build, priced before we start. Canonical entities on your warehouse, data-driven attribution, and one weekly-review dashboard a CFO can read without a training session. Exec-ready reporting by week 4 — the full stack in 8–16 weeks.

  • Exec-ready reporting Week 4
  • Full stack 8–16 weeks
  • Scope & price Fixed up front
01 What ships

Four deliverables.
One source of truth.

A tightly-scoped stack that takes you from raw source data to the one dashboard your weekly revenue review actually runs from.

01 · Model

Canonical entities + dbt on your warehouse

The boring-but-essential foundation. Canonical accounts, contacts, and opportunities modelled in dbt on Snowflake, BigQuery, or Redshift — readable, tested pipelines and a data contract between engineering and analytics.

  • dbt models
  • Data contracts
  • CI-tested
02 · Attribution

Data-driven attribution

Multi-touch attribution wired to your warehouse and normalized across paid, organic, content, and events. Data-driven — not last-touch guesswork. CFO-defensible, marketer-useful.

  • Data-driven model
  • Warehouse-native
  • Channel-level
03 · Reporting

One weekly-review exec dashboard

A single source of truth for the weekly review, built in Metabase or Looker — a dashboard a CFO can read without a training session and a board member can skim without confusion. Not a Salesforce report. Not a consultancy slide.

  • Metabase / Looker
  • Board-ready
  • Export to deck
04 · Handover

Ops-cadence handover

We don't hand you a black box and disappear. Handover includes the operating cadence that keeps the models fresh, the dashboard trustworthy, and your team confident running it after we leave.

  • Runbook
  • Team trained
  • You own it
02 Pick your scope

Two tiers.
Same foundation.

Start with the reporting foundation, or add attribution and forecasting for teams that need to defend spend and predict the quarter — not just report the last one. Both are fixed-scope and priced before we start.

Tier 01 · Core

RevOps Dashboard — Core

The reporting foundation. Canonical entities and dbt models on your warehouse, plus the single weekly-review exec dashboard in Metabase or Looker, and the ops-cadence handover so your team runs it. Exec-ready reporting by week 4.

  • Canonical entities + dbt
  • Exec dashboard
  • Ops-cadence handover
Tier 02 · Core+

Core + attribution + forecasting

Everything in Core, plus data-driven multi-touch attribution across your channels and segment-aware pipeline and revenue forecasting. For teams that need to answer where pipeline comes from and where the quarter lands. Full stack in 8–16 weeks.

  • Everything in Core
  • Data-driven attribution
  • Pipeline & revenue forecasting
03 What it looks like

A dashboard, not a data dump.

Weekly Review Revenue operations · trailing 6 months LIVE Wk 27 · 2026 NET NEW ARR QUALIFIED PIPELINE WIN RATE CAC PAYBACK Net new ARR Trailing 6 months · dollar figures redacted Net new ARR JanFebMarAprMayJun Pipeline by source Attribution · dollar figures redacted OutboundOrganicPaidEventsReferral
A representative weekly-review exec dashboard — the one view a CFO reads without a training session. Layout is real; confidential figures are shown redacted.
Proof

X-PHY Inc — SEO + paid, measured to pipeline.

  • 5.2×Non-branded organic
  • +68%Qualified demos
  • 3.0×ROAS on paid
04 In a client's words

When the data actually holds.

" Replaced a 14-person AML triage team's workflow with the agent Finyki shipped. −71% triage time, audit-traceable end-to-end.
Head of Risk · NDA, licensed payments platform · SG
KacificSatellite Internet · SG X-PHY IncCybersecurity · US FlexxonNAND Solutions · SG Gauze CareMedical Products · US NDAIndustrial SaaS · EU NDAHealthtech · US NDAClimate & Energy · APAC NDAB2B Fintech · UK
05 Dashboard FAQ

The questions buyers
actually ask.

What exactly do I get with the RevOps Dashboard build?

A fixed-scope engagement: canonical entities and dbt models on your warehouse, data-driven attribution across your channels, and one weekly-review executive dashboard in Metabase or Looker that a CFO can read without training. Every build ships with an ops-cadence handover so your team owns and runs it after we leave.

How long does it take?

Exec-ready reporting is live by week 4. The full stack — canonical models, attribution, and where relevant forecasting — lands in 8 to 16 weeks depending on how many sources need cleaning and whether you choose Core or Core+ scope.

Do I need to buy a new data stack first?

No. We build on the warehouse you already have — Snowflake, BigQuery, or Redshift — and use the BI tool your team already opens. If you have no warehouse yet, we stand up a lean one as part of the build. We lean modern data stack but bring no religion to it.

What's the difference between Core and Core+?

Core delivers the canonical warehouse layer, dbt models, and the single exec dashboard — the reporting foundation. Core+ adds data-driven multi-touch attribution and segment-aware pipeline and revenue forecasting on top, for teams that need to defend spend and predict the quarter, not just report the past one.

Who owns the models and dashboards when you're done?

You do. It all lives in your warehouse, your BI tool, and your accounts — readable dbt models, tested pipelines, and an ops cadence your team runs. Nothing critical is trapped on our side, and there's no proprietary layer you have to keep paying us to access.

Is this the same as your Data & RevOps Intelligence service?

The RevOps Dashboard is the productized, fixed-scope entry point into that practice — priced before we start and targeted at fintech and SaaS teams who want the reporting foundation fast. If you need bespoke predictive scoring, reverse-ETL activation, or a broader analytics program, that lives in our full Data & RevOps Intelligence service.

Let's build it

Book a
scoping call.

Tell us your warehouse, your BI tool, and the one number your weekly review keeps arguing about. We'll come back with a fixed scope, a fixed price, and a week-4 reporting milestone.