One Source of Truth for Every Revenue Decision.

Koldconvert Data Analytics and BI connects your CRM, marketing platforms, product database and billing system into a unified data warehouse. We model your metrics using dbt so that ARR, CAC, LTV, churn and pipeline coverage mean the same thing across every dashboard. Leadership stops making decisions based on last week's spreadsheet export and starts operating from live, trusted data every day.

• Finance and marketing have different MRR numbers in their spreadsheets and no one knows which one to trust for the board presentation.
• The Monday metrics review requires someone to spend Friday afternoon manually pulling and cleaning data across four different systems.
• You cannot answer basic revenue questions quickly: what is CAC by channel, what is NRR this quarter, which cohort of customers churns earliest.
• Investor and board reporting takes two weeks to prepare because data is scattered across your CRM, billing platform and marketing tools with no central connection.
• The sales team, marketing team and finance team each have their own definition of a customer, a lead and a sale, leading to constant miscommunication about performance.

• Data warehouse in BigQuery or Snowflake with all source systems connected and syncing automatically
• dbt project with documented data models, metric definitions and automated tests for data quality
• Executive dashboard covering MRR, ARR, churn, NRR, pipeline coverage, CAC and LTV
• Department-level dashboards for sales, marketing and customer success with role-specific views
• Automated Slack and email alerts when key metrics cross defined thresholds
• Data documentation and metric glossary so every team knows exactly how each number is calculated

Data Warehouse

A data warehouse is a centralised storage system designed for analytical queries rather than transactional operations. It consolidates data from multiple source systems into a consistent schema optimised for the aggregation, filtering and calculation that BI and reporting require.

ETL (Extract, Transform, Load)

ETL is the process of extracting data from source systems, transforming it into a consistent format and loading it into a data warehouse. Modern ETL tools like Fivetran handle the extract and load phases, while dbt handles the transformation step inside the warehouse.

dbt (data build tool)

dbt is an open-source transformation tool that allows data teams to write SQL-based data models with version control, automated testing and documentation. It standardises how metrics are calculated inside the warehouse so that every dashboard draws from the same tested, auditable source of truth.

NRR (Net Revenue Retention)

NRR measures how much of the revenue from an existing customer cohort is retained and grown over a period, after accounting for expansion, contraction and churn. NRR above 100% means the existing customer base is growing in revenue without any new logo acquisition.

CAC Payback Period

CAC payback period is the number of months required for a company to recover the cost of acquiring a customer from that customer's gross margin contribution. A payback period under 12 months is considered strong for SaaS. Longer payback periods increase capital requirements and risk, particularly if churn is high.

MRR (Monthly Recurring Revenue)

MRR is the predictable monthly revenue generated from all active subscriptions, normalised to a monthly amount regardless of billing frequency. It is broken down into New MRR, Expansion MRR, Churned MRR and Contraction MRR to give a complete picture of how the recurring revenue base is moving each month.