saas-revenue-customer-success-analytics

Tableau portfolio project: Strategic RevOps & Customer Success dashboard analyzing NRR, Churn, and Product Usage for a B2B SaaS company.

📈 SaaS Revenue & Customer Success Control Center

🚀 Project Overview

This portfolio project presents a strategic analytics solution for EchoGuard Solutions, a fictional B2B SaaS company. The dashboard bridges the gap between financial performance (RevOps) and product engagement (Customer Success) to drive sustainable growth.

Target Roles: Revenue Operations, Customer Success Manager, Strategic Account Management.

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📊 Key Dashboards & Insights

1. Revenue Waterfall (Net Revenue Momentum)

Visualizes how the company moves from Beginning ARR to Ending ARR through New Business, Expansions, Contractions, and Churn.

• Key Insight: While we acquired $365k in New Business, our Expansion ($210k) is the real engine of our 135% NRR.
• Technical Detail: Implemented using Table Calculations (Running Total) and Gantt Bar sizing to map complex subscription lifecycles.

2. Customer Health Scatter Plot (Proactive Churn Prevention)

Correlates financial value (ARR) with customer satisfaction (NPS) and usage trends.

• Key Insight: Identified a "High Churn Risk" Enterprise account ($250k+ ARR) with a dropping NPS (4.0). This enables the CS team to intervene before the renewal date.
• Technical Detail: Utilized Level of Detail (LOD - {FIXED}) expressions to isolate the latest month's health metrics and calculate H1 usage growth.

3. Monthly Engagement Trends

Tracks API Usage Calls, Active Users, and Support Ticket volume over 6 months.

• Key Insight: A sharp drop in API calls often precedes a spike in support tickets, serving as an early warning system for the GTM team.

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🛠 Tech Stack & Metrics

• Tool: Tableau Desktop / Tableau Public
• Data Prep: SQL-style relational modeling of Customers, Subscriptions, and Usage logs.
• Core Metrics: * NRR (Net Revenue Retention): 135.07%
  • ARR (Annual Recurring Revenue): $657,000
  • Customer Health Score: Segmented by NPS & Usage Growth.

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🔗 Live Interactive Dashboard

👉 Click here to view the interactive dashboard on Tableau Public

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📂 How to Navigate this Repo

• /data: Raw CSV datasets used for the analysis.
• /screenshots: High-resolution captures of the dashboard components.
• /tableau: The .twbx workbook file for technical review.

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Created by Valentin Ver - Connecting data insights to business outcomes.