Business Intelligence for SaaS

Client: A document-automation SaaS for financial professionals

Data Pipeline Completed: February 2024

Comprehensive BI solution for SaaS metrics tracking and forecasting

BU

Project Overview

Delivered complete business intelligence solution for Financial Docs during their growth phase.

Challenge: Financial Docs lacked visibility into critical SaaS metrics and couldn't forecast growth accurately.

Solution: Built data warehouse, implemented SaaS metrics calculations (MRR, ARR, churn, LTV, CAC), and created executive dashboards. Enabled cohort analysis and revenue forecasting.

Technologies: BigQuery, SQL, Looker Studio, SaaS Metrics

Result: Enabled data-driven growth strategy, improved forecasting accuracy, and supported successful fundraising round.

Key Achievements

• Implemented complete SaaS metrics framework
• Built MRR tracking and cohort analysis
• Created revenue forecasting models
• Enabled CAC/LTV optimization
• Supported successful Series A raise with data room preparation

Client Feedback

5.00/5

Hiring Kosmas was one of the best decisions we made for our SaaS company. He helped us set up our data infrastructure with BigQuery and DBT, and visualized our data in Looker Studio. What stood out was how he made complicated tasks seem simple and always aimed to improve our processes. Kosmas is not just skilled; he's also a joy to work with—reliable, clear in his communication, and always on time. I can't recommend him enough and can't wait to team up with him again for future projects.

A document-automation SaaS for financial professionals
February 2024

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