A SaaS marketing analytics agency for B2B SaaS past $3M ARR where platform attribution has started lying. We rebuild it in the warehouse. HubSpot and Salesforce keep their reporting. The warehouse becomes the source of truth. Multi-touch attribution that the CFO will defend. Dashboards your team will actually open. No vanity metrics. No platform-attributed ROAS that overcounts by 3x.
From kickoff to first live dashboard. Includes warehouse model, identity resolution and KPI definitions.
Per engagement. Marketing scorecard, channel deep-dives, cohort retention, attribution model, sales-pipeline view, more on request.
One URL. One owner. One refresh schedule. The dashboard the board sees is the one operators use.
The retainer isn't one thing. It's six programs under one team, sequenced by what your stage needs. The audit picks the sequence. Most engagements use four of the six in the first 90 days.
| Program | Time to impact | What it ships | Suits SaaS that |
|---|---|---|---|
| Warehouse attribution | Weeks 4 to 12 | Stitch every touch to deals via BigQuery or Snowflake. Multi-touch model. Pipeline-attributed metrics. | SaaS past $3M ARR. Where platform attribution starts undercounting real drivers by 2x to 4x. |
| Dashboards & reporting | Weeks 4 to 8 | Looker, Metabase, Hex or Mode. Built around the eight metrics that matter. Reviewed weekly. | Any SaaS where the marketing team and CFO disagree about what worked last quarter. |
| CRM hygiene & audit | Weeks 2 to 6 | HubSpot or Salesforce cleanup. Object structures, custom fields, deduplication. Foundation work. | SaaS where reporting questions take days to answer. Usually because the CRM is a mess. |
| Event tracking | Weeks 4 to 8 | GA4 events, server-side tracking, Segment, Rudderstack. Cookie-resilient, CCPA-compliant. | Any SaaS losing data to platform tracking changes. Iotvitable post-iOS 17. |
| Marketing ops automation | Weeks 6 to 10 | Lead scoring, routing, nurture orchestration in HubSpot or Marketo. Sales-aligned. | SaaS where leads take more than 4 business hours to reach the right rep. Almost everyone. |
| Forecasting & planning | Quarterly | Pipeline forecast models, ARR projection, retention modelling. Used in board reporting. | SaaS past $10M ARR. Where the board needs marketing to defend forward projections. |
Analytics is the foundation underneath every other service. When it's broken, the rest of marketing runs blind.
Most analytics engagements ship the dashboard first and discover the data is wrong. We don't.
Every source mapped. GA4, HubSpot or Salesforce, Stripe, ad platforms, product analytics, support tool, NPS. Each one rated for reliability and completeness.
dbt models in BigQuery or Snowflake. Staging, intermediate, marts. The data your dashboards read is built once and audited. Not glued together at the visual layer.
Person → company → account graph. Cross-platform stitching where possible. We name the gaps where stitching is impossible. Honest dashboards beat heroic dashboards.
Eight numbers signed in writing. ARR, pipeline, CAC, activation, NDR, organic sessions, demos booked, burn vs plan. Definitions documented. Anyone who reads them gets the same number.
Looker or Hex. Six core dashboards: scorecard, channel deep-dive, cohort retention, attribution, sales-pipeline, burn. Refreshed every six hours from the warehouse.
Walk-through with your CFO and CMO. Sign-off in writing on the eight numbers. Quarterly audit cadence set. We hand over the dbt repo and the warehouse credentials. You own everything.
Open warehouse stack. We don't resell or take affiliate fees.
Most SaaS marketing analytics agency dashboards report 40+ metrics and obscure the ones that matter. We report eight. The CFO can read them in two minutes.
No vanity metrics. No platform-attributed ROAS that overcounts. No "we hit 4 million impressions" if zero closed. Eight numbers your team can defend in a board meeting. See the full reporting cadence →
Warehouse rebuild revealed two paid channels claiming 4× ROI that were actually break-even. Killed both in week three. CAC down 54% over eight months.
Rebuilt the marketing data layer alongside the SEO and lifecycle program. The dashboard became the source of truth across marketing, sales and finance.
More on the audit call.
We provision one in week one. Typical monthly compute for a SaaS at our client tier is $400 to $1,200. Billed on your account.
No. We work alongside. If you don't have one we ship the dbt repo and dashboard pack and hand it to whoever inherits. We can also recommend candidates if you're hiring.
Two are shipped in every engagement. First-touch and a multi-touch position-based model. You pick which is canonical. All multi-touch models are approximations. We don't oversell either.
First dashboard live week four. CFO sign-off typically week six. Full pack of 6 to 12 dashboards delivered by week eight.
Yes. Warehouse-to-ad-platform conversion uploads using Hightouch or Census. Improves bidding signal. Critical for SaaS where the conversion event happens days or weeks after the click.
A working session walking the eight KPIs end-to-end. Source data, transformation logic, definition, dashboard. The CFO either signs the document or sends us back to fix. Sign-off rate first try is around 60%.
They've already broken platform attribution. The warehouse model is more resilient because it sits on first-party data we control. We add server-side conversion uploads on top to compensate where signal is lost.
You keep everything. dbt repo, warehouse, dashboards, KPI documentation. We hand over credentials and run a 30-day support tail. Most clients keep us on a quarterly retainer for upkeep.
A SaaS marketing analytics retainer in our pricing model sits at $7,500/month minimum with a six-month commitment. The retainer covers warehouse attribution rebuilds, dashboard design, CRM hygiene, event tracking and forecasting work across BigQuery, Snowflake, Looker, Metabase or Hex. Tooling (Fivetran or Stitch at $500 to $4,000/month, dbt at free to $300/month) runs separately. We do not mark up tooling or warehouse compute. The audit and roadmap engagement is fixed-fee at $18,000 if you want an analytics rebuild plan. Most analytics rebuilds pay back inside one quarter because the reporting accuracy unlocks budget decisions that were blocked. The full SaaS marketing analytics engagement includes warehouse build, attribution model design, dashboard rollout and CRM hygiene work. Most clients see the source-of-truth dashboard come online inside 60 days and use it in board reporting by quarter end. We do not lock you into our tool stack. The warehouse, the dbt models and the dashboards stay in your account. If you part ways with us at any point you keep the infrastructure. The cost of doing nothing here is usually a quarter of wasted ad spend before someone notices the dashboard was lying.
Send your URL and a list of the platforms feeding your reporting. We'll come back with a written read on the data layer rebuild.