TopN AnalyticsAutomating Cost-to-Revenue Mapping for a Cloud Communications Platform
A leading cloud telephony and customer engagement platform struggled to accurately track costs and revenue across multiple B2B accounts, especially where services were shared across customers.
Where things stood
Apportioning shared-service costs by license count was a manual, time-consuming, and error-prone process.
Cost and revenue data lived in disconnected spreadsheets, with no insightful visualizations to analyze it.
What we built
We built a data pipeline to automate the insertion of all customer costs into Salesforce (SFDC), integrating seamlessly with existing revenue data already in SFDC.
Using Tableau's direct SFDC connector, we brought cost and revenue data together, and built a cost-apportioning logic using SQL, relationships, calculated fields, and parameters.
How it works
An automated data pipeline feeding a profitability insights dashboard in Tableau, replacing manual cost apportionment with a repeatable, auditable process.
What it's built on
What we'd do again
Automating the cost-apportionment logic inside the BI layer (rather than in spreadsheets upstream) made the whole system easier to audit and trust.
Want the full picture?
We're happy to walk through the details, numbers, and trade-offs directly.