B2B Fintech · Reporting
Reporting and analytics for B2B fintech.
We build fintech reporting that ties spend to qualified pipeline across long, committee-led sales cycles, with the data governance a regulated business needs.
The pattern
Where this usually goes wrong.
Long sales cycles and multiple stakeholders make attribution hard, and data governance rules make it harder. The board wants ROI numbers the current setup simply cannot produce.
Outcomes
What changes when we work together.
- Attribution that fits long, committee-led cycles
- A pipeline dashboard tied to qualified revenue
- Tracking that respects data governance rules
- Board reporting that holds up to scrutiny
How we work
The approach, in plain terms.
Step 01
Governance-aware tracking audit
We map what you can and cannot capture under your data rules, then build reporting within those limits.
Step 02
Attribution model
A blended model built for long cycles and multiple touches, so neither first nor last touch is overstated.
Step 03
Pipeline dashboard
A dashboard showing spend, qualified pipeline and closed revenue by channel, segment and account.
Step 04
Reporting cadence
A weekly and monthly rhythm so leadership and the board work from one shared set of numbers.
What we’ll bring
Services usually in scope.
FAQs
Common questions we get.
Yes. We build tracking that respects what you are allowed to collect and store, and report cleanly within that.
We separate create-pipeline and influence touches and report on pipeline created now versus revenue closing later.
Yes, HubSpot and Salesforce are standard for us, alongside GA4 and Looker Studio.