The Challenge

Envision.io needed a centralized and automated way to track key business performance metrics across finance and operations. Their data was spread across multiple platforms — Stripe for revenue and payments, and Harvest for time tracking and internal cost management.

This fragmented setup made it difficult to calculate important KPIs such as monthly revenue, client retention rate, lifetime value, and cost per client. Data had to be pulled manually, updated inconsistently, and compiled in separate spreadsheets, which led to inefficiencies and limited visibility.

They also needed a solution that could support role-based access and daily data refreshes, while remaining user-friendly and easy for non-technical team members to navigate.

The Solution

We implemented an automated reporting process tailored to Envision's needs.

This involved integrating data from Stripe, Harvest, and their internal Google Sheet into a centralized data warehouse. We then transformed the data to accurately match Stripe revenue data with the corresponding client and project data from Harvest.

We built two dashboards to serve different stakeholders:

• Executive Dashboard – Designed for the CEO, this dashboard provides a high-level overview of key business metrics such as Customer LTV, Revenue, MRR, ROI by client, as well as Hours Logged and Budgeted per client and project.

• Team Dashboard – Built for account managers and team members, this view focuses on project-related metrics like Hours Logged vs. Budgeted, broken down by account manager.

Results

• Time Efficiency: Reduced manual reporting time by over 10 hours per week.

• Improved Decision-Making: Real-time dashboards enabled quicker and more informed marketing decisions.

• Scalability: The new data infrastructure supports the agency's growth

Tech Stack

• Data Integration: Airbyte

• Data Warehouse: BigQuery

• Dashboarding: Looker Studio