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What we fix with this

The three reporting problems we solve most often.

Recurring challenges we see across growing SMEs — and how we solve them.

01

Business data scattered across multiple systems

Finance, sales, HR and operations all work in different platforms — ERP, CRM, accounting, payroll and spreadsheets. As a result, no one has a complete picture of the business. We centralize data from every system into a single, trusted reporting layer.

02

Manual month-end reporting

Finance teams spend days exporting data, updating spreadsheets and reconciling numbers before management can review performance. We automate data collection, consolidation and reporting, reducing month-end reporting from days to minutes.

03

Reports that don't drive decisions

Leadership receives dashboards full of charts but without meaningful business insights. We build decision-focused dashboards with KPIs, plan vs. actual comparisons, variance analysis and automated commentary so management can act with confidence.

Data & reporting foundation · Meetball

Helping Meetball build a scalable data & reporting foundation.

Meetball operates a hybrid business model combining SaaS subscriptions and advertising revenue. As the business expanded, operational and financial data became fragmented across multiple sources — making reporting, KPI tracking, and strategic decision-making increasingly difficult.

Client

Meetball

Industry

Hybrid SaaS + advertising platform

Stage

Growth-stage · multi-revenue model

01

Centralized reporting

More structured and centralized business reporting replacing fragmented spreadsheets and ad-hoc views.

02

Revenue transparency

Improved transparency around subscription and advertising revenue metrics, with faster access to operational insights.

03

Less reporting overhead

Reduced reporting inefficiencies and stronger scalability for future analytics and BI initiatives.

04

Strategic visibility

Stronger management visibility into the metrics that drive decisions across the business.

The challenge

What the engagement needed to deliver.

  • 01Consolidate data spread across multiple spreadsheets and systems
  • 02Standardize KPI definitions across business functions
  • 03Improve visibility into subscription and advertising revenue streams
  • 04Reduce manual reporting work and create decision-ready management reporting

Our role

How we worked with the team.

We worked closely with the business to organize key operational and financial data into a more scalable reporting framework.

  1. 01

    Data consolidation

    Mapped fragmented operational and financial datasets and consolidated them into clearer, centralized reporting structures.

  2. 02

    KPI architecture

    Supported standardization of KPI definitions across business functions and built dedicated visibility into the subscription and advertising revenue streams.

  3. 03

    Reporting workflow

    Streamlined reporting workflows to reduce manual effort and helped produce decision-ready management reporting for leadership.

Decision-driven reporting

Reporting that answers the questions leadership actually asks.

Examples from a SaaS FP&A engagement on Power BI — KPI steering, cohorts, budget control, ARR decomposition.

Executive Performance Dashboard dashboard

Executive Performance Dashboard

Budget vs. actual on revenue and EBITDA, churn and margin — with a traffic-light health score and ranked recommendations leadership can act on.

  • Budget vs. Actual
  • Health score
  • Recommendations
  • Variance
KPI Framework dashboard

KPI Framework

One view of growth, customer quality, profitability and sales efficiency — built for monthly leadership reviews.

  • ARR
  • Churn
  • EBITDA margin
  • Net burn
Cohort Analysis & Unit Economics dashboard

Cohort Analysis & Unit Economics

Retention by cohort, ARPA, lifetime and CAC payback — showing where the business actually compounds.

  • Retention
  • ARPA
  • CAC payback
  • LTV
Budget vs. Actual dashboard

Budget vs. Actual

Quarterly P&L control with revenue, cost and EBITDA variance — plus a 30-second executive summary.

  • Variance
  • EBITDA
  • Opex
  • Commentary
ARR Decomposition dashboard

ARR Decomposition

Revenue split by stream, customer type and time — ends the “where is the growth coming from?” debate.

  • Subscription
  • New vs existing
  • Drill-down

Sample dashboards from a SaaS FP&A & KPI steering project. Figures shown are illustrative.

Key focus areas

The disciplines this engagement drew on.

  • Data organization
  • KPI architecture
  • Revenue reporting
  • Operational reporting
  • Process optimization
  • BI foundations

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