Sales Analytics Case Studies
How a Real Estate Firm Saved $250K with Sales Forecasting
A large real estate developer struggled to track sales pipeline performance across multiple regions and marketing channels. Each regional team maintained its own reports, exporting data from HubSpot and updating Excel trackers by hand. Forecasts were compiled at month-end through manual consolidations, leading to delays and discrepancies in revenue projections. Without a single, connected view of enquiries, tenders, and deposits, leaders lacked timely insight into conversion trends or early warnings on pipeline gaps.
How PayLater Travel Unified Sales, Deposits & Performance
PayLater Travel struggled to monitor sales performance across its global markets due to fragmented reports and disconnected data sources. Bookings, deposits, and cancellations were tracked separately, making it difficult to compare results month-over-month or by region. The lack of unified visibility limited forecasting accuracy and slowed decision-making, while manual Excel-based reporting created delays and inconsistencies. Without a centralized system, leadership had no clear view of deposit trends, repeat customers, or overall sales recovery, making it challenging to evaluate performance and plan effectively.
Mapping Profitability Through Data: Kingspan Geographical Sales Dashboard
Kingspan operated across many U.S. states, but sales data sat in separate ERP exports and spreadsheets without a clear view of regional performance. Leadership could not quickly compare revenue and margin trends by state or pinpoint underperforming territories. The absence of an interactive, geography-aware report limited their ability to focus sales efforts where profitability and demand were strongest.
How Montgomery Homes Improved Sales Team Performance
The client faced growing challenges in tracking how quickly sales executives responded to new enquiries and advanced deals through each stage of the sales cycle. With activity data scattered across HubSpot and manual follow-ups handled by email, managers struggled to identify where delays occurred or how response times affected conversion outcomes. The lack of real-time visibility made it difficult to enforce response SLAs or pinpoint stages that slowed revenue flow.
Boosting E-commerce Retention Through Unified Revenue Analytics
A fast-growing D2C beauty and lifestyle brand on Shopify struggled to track customer retention, revenue trends, and discount performance. Data was fragmented across Shopify, WebEngage, and multiple marketing platforms, preventing clear insight into repeat purchases, cohort retention, and the ROI of promotional campaigns. Without a unified view of customers and orders, the team relied on scattered reports that delayed decision-making and made it difficult to identify which products, coupons, or channels truly drove profitable growth.