Convert.com: Unified BI & Reporting for Scalable SaaS Insights
Industry
Technology
Function
Automation, A/B testing
Technology
Location
United States
Company Overview
Convert.com (Convert Experiences) is a privacy-first, enterprise-grade A/B testing and experimentation platform used by agencies, e-commerce businesses, and SaaS companies worldwide . Founded in 2008 and headquartered in California and Delaware, the company emphasizes fast support, data privacy, and a values-driven approach to business .
Client Challenge
Convert.com had a fragmented data ecosystem:
- ProfitWell for SaaS metrics (ARR, churn, etc.)
- HubSpot for CRM and lead lifecycle insights
- Klaviyo for email marketing campaigns
- QuickBooks for accounting and financials
- Google Ads & Meta Ads for campaign performance
Executive reporting and operational decision-making were hindered by siloed views, manual consolidation, and delayed insights.
SR Analytics Solution
We delivered an end-to-end BI & reporting platform tailored to each stakeholder group:
- Unified Data Model
- Normalized disparate systems into a clean, integrated data warehouse.
- Role-Specific Dashboards
- Executive Suite: Real-time SaaS metrics (e.g., ARR, LTV, churn), marketing ROI, and consolidated P&L.
- Operations Team: Daily active users, campaign performance, workflow efficiency, and experimentation insights.
- Finance Team: Revenue recognition, cash-flow analytics, expense vs. budget tracking, and financial forecasting.
- Marketing Team: Multi-channel ad spend comparisons, cohort performance, email campaign effectiveness, and lifecycle attribution.
- Automation & Self-Service
- AI-powered alerts (e.g., churn spikes, campaign dips)
- Self-service filters and drilldowns for ad-hoc analysis
- Secure role-based access for each user group
- Scalable Architecture
- Cloud-native pipelines + optimized data flows, ensuring reporting performance kept pace with Convert’s data growth.
Impact Highlights
- Operational Efficiency: Automated data consolidation saved ~20 hours weekly across teams.
- Informed Decisions: Marketing optimized spend across Google & Meta with 15% better conversion efficiency.
- Financial Accuracy: Reconciliation improved by 30% with automated QuickBooks integration.
- Executive Agility: Real-time dashboards enabled faster strategy pivots—e.g., shifting A/B test budgets in response to funnel performance shifts.
- Scalability: The BI layer now supports rapid onboarding, centralized governance, and future analytics extension.
