Industry: Technology (SaaS)
Service Package: Premium Package – Financial Forecasting, KPI Dashboard Setup & Strategic Growth Consulting
Challenge:
Due to fragmented data across multiple systems, a SaaS tech startup needed more financial visibility. This made tracking key financial metrics such as revenue growth, customer acquisition costs (CAC), and profitability difficult. With a centralized financial reporting system, the leadership team could make informed decisions about scaling, pricing strategies, and market expansion.
Solution:
Using the Premium Package, Augustin Insights:
- We have implemented a centralized KPI dashboard using Zoho Analytics, integrating data from all financial systems to provide real-time insights into cash flow, revenue, expenses, and customer metrics.
- We have developed a comprehensive financial forecasting model to project revenue, profitability, and expenses over a multi-year horizon.
- She created a strategic growth plan to improve customer acquisition efficiency and profitability through data-driven decision-making.
Results:
- The company improved financial visibility, reducing decision-making time by 40%.
- Customer acquisition costs (CAC) were reduced by 20%, while customer lifetime value (LTV) increased by 35% within six months.
- The startup achieved 40% revenue growth the following year, driven by more accurate financial projections and strategic scaling.
