The Challenge

As a seasonal business, Foundation Source needed a reporting solution that would allow for an easy customization process, allowing them to choose which Key Performance Indicators (KPIs) to track during selected time frames. Foundation Source needed to share their KPI metrics with the right people in the least complicated way possible.

The Solution

After working with GoodData to gain insight into their Salesforce.com data, Foundation Source's dashboards are more compelling, flexible and easy-to-use, which means:

• The entire organization can commit to marketing goals and share dashboards daily. New actionable insights are gleaned, including a never-before-seen 60/40 split in the customer base.
• Company-wide dashboards track and predict marketing performance and KPIs.
• Dashboards break down sales pipelines by asset mix and customer type.
• The team can see trends in the sales pipeline over time.

Why Foundation Source Relies on GoodData

Actionable New Insights

GoodData reports revealed a 60/40 split in the Foundation Source customer base, enabling staff to strategize to select target market segments and invest resources to better meet clients’ needs.

Never-Seen-Before Trends

When Product Manager Jamie Buck tapped GoodData to discover new quarterly trends, senior leadership used the information to improve the timing of marketing campaigns, maximizing return on investment for marketing dollars spent on seasonal business.

Tracking Progress in Real-Time

A factored pipeline lets management at Foundation Source track, trend and monitor revenue over time, estimating probability for closed deals in due diligence and other stages and comparing progress against their goals in real-time.