SaaS Tableau AI Forecasting

How a $12M ARR SaaS company replaced gut-feel quarterly planning with AI-driven forecasting.

A growing SaaS business was making capacity decisions based on last quarter's actuals — leading to over-hiring in Q2 and panic in Q4. We built a unified revenue forecast that combined pipeline data, historical trends, and ML-based projections.

Outcomes
94%
Forecast accuracy (vs. 71% before)
2 wks
From kickoff to go-live
$340K
Saved in avoided over-hiring
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Revenue Forecast — Q3 2026 Actual + ML-driven projection TODAY Q1 Q2 Q3 Q4 Q1+1 Actual Forecast
E-commerce Power BI Marketing Attribution

A D2C brand discovered they were overspending $40K/month on the wrong marketing channel.

A growing e-commerce brand was spending $200K/month across six channels with no real attribution model. We built a multi-touch attribution dashboard that exposed where the money was actually working — and where it was being burned.

Outcomes
7.7x
ROAS after reallocation
$480K
Annual savings on bad spend
3 wks
End-to-end delivery
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Channel ROAS Spend (gray) vs. pipeline generated (teal) Content Paid Search LinkedIn Webinars Display ✦ AI INSIGHT Display Ads underperforming. Reallocate $40K to Content for est. +$720K pipeline.

More case studies coming soon.

We're constantly delivering new work. Check back soon for case studies on retail inventory optimization, B2B customer health monitoring, and CFO financial command centers.

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Industries We Serve

Specialized work across multiple sectors.

SaaS & Tech
E-commerce
Financial Services
Healthcare
Professional Services
Retail & CPG
Manufacturing
Real Estate
Logistics
Education
Non-profit
Hospitality

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