SMEs & startups Usage scenario

Unified dashboard for real-time business monitoring

Bringing marketing, sales and finance into a modern BI stack to run a SaaS startup on reliable figures.

Describe your project See the solution

Project overview

This scenario illustrates what we build; it is not a client reference.

This scenario shows how a SaaS startup can bring its marketing, sales, finance and product data into a modern BI stack (Snowflake, dbt). Every KPI comes from a single source. Monthly reporting is generated automatically, with no manual compilation.

Client challenges & requirements

A growing SaaS startup has its data scattered: marketing in Google Analytics and HubSpot, sales in Stripe, finance in accounting software, product in the application database.

Every month, management spends several days compiling reports by hand.

Main objectives

Automate collection and centralization of all business data

Create a Single Source of Truth for all KPIs

Provide real-time dashboards to track performance

Allow each team to access relevant data for their scope

Project solution

The solution is an automated data stack

Fivetran extracts data from every source and loads it into Snowflake.
With dbt, the data is modelled into clean, analysis-ready tables. Tableau, connected to Snowflake, provides one dashboard per team.

Indicators to track

Time to produce the monthly reporting
Data freshness in dashboards
Active users per team
Discrepancies between figures in different reports

Tech stack

Extract/Load: Fivetran
Data Warehouse: Snowflake
Transformation: dbt (Data build tool)
BI & visualisation: Tableau
Orchestration: dbt cloud

Frequently asked questions

A Single Source of Truth (SSOT) is a centralized system where all company data is stored and reconciled. It removes discrepancies between reports, ensures everyone decides from the same numbers, and avoids debates about "what is the right number".

Cost depends on the number of data sources, the complexity of transformations and data volume. It includes an initial setup and monthly cloud infrastructure costs that grow with volume. Prisma Soft provides a quote after a scoping workshop.

Yes. Snowflake is SOC 2 type II and ISO 27001 certified, and GDPR-compliant. Data is encrypted at rest and in transit. Granular access controls ensure each user only accesses the data that concerns them.