Most B2B teams drown in reports that don't agree with each other. JayOh builds the data architecture and dashboards that turn your fragmented GTM data into a single system your entire revenue team trusts.
Business intelligence dashboards for B2B companies unify data from your CRM, marketing automation, billing, and customer success tools into a single reporting layer that shows exactly how demand converts to revenue. JayOh builds this infrastructure from the data model up — not the dashboard down — so your metrics are accurate, your team is aligned, and your executives make decisions on numbers they actually trust.
Marketing shows 200 MQLs. Sales says 140. Finance has a different number entirely. Everyone has their own spreadsheet, and nobody trusts anyone else's.
Every board meeting starts with a data fire drill. Analysts spend 10–20 hours pulling, cleaning, and formatting numbers instead of analyzing them.
Your CRM, MAP, billing system, and CS tool all generate data — but none of them talk to each other. You're left stitching spreadsheets together manually.
You can't connect ad spend to pipeline to closed revenue. Marketing takes credit for everything. Sales says the leads are junk. Nobody can prove who's right.
Pipeline data is dirty. Stage definitions vary by rep. Forecast calls are gut-feel exercises masquerading as data-driven meetings.
Duplicate records, missing fields, stale leads. Your CRM has data, but the data doesn't have integrity. Every dashboard built on top inherits the mess.
Pipeline created, velocity, stage conversion, win rates, and forecast accuracy — connected end-to-end from first touch to closed-won. Built for CROs who need the full picture, not a slice of it.
Campaign ROI, multi-touch attribution, channel efficiency, MQL-to-SQL conversion, and CAC by source. Every dollar spent tied to every dollar earned.
Warehousing (Snowflake, BigQuery), transformation (dbt), ingestion (Fivetran, Segment), and reverse ETL (Hightouch). The plumbing that makes dashboards reliable.
Board-ready decks and real-time dashboards that executives actually read. KPIs, trends, variances — presented with the context needed to make decisions, not just data dumps.
Native HubSpot and Salesforce reports, custom objects, calculated fields, and dashboards that work inside the tools your team already uses every day.
Threshold-based alerts for pipeline drops, conversion anomalies, and data quality issues. You find out when something breaks — not three weeks later in a board meeting.
These aren't projections. They're measured outcomes from BI implementations we've built and operated across 100+ B2B engagements.
We audit your tech stack, map data flows, identify gaps, and define the metrics that matter. You get a clear picture of what's broken and a prioritized fix list.
We design the data model, define business logic centrally, and build the ingestion and transformation pipelines. The foundation everything else sits on.
Dashboards go live. CRM reports get rebuilt. Automated alerts start firing. Your team shifts from pulling data to reading it.
We monitor data quality, add new views as needs evolve, and optimize based on how your team actually uses the dashboards. The system keeps getting sharper.
Starts with the dashboard — picks a tool, connects raw data, builds charts
Siloed views — marketing dashboard, sales dashboard, exec dashboard that don't agree
Hands you a Looker login and walks away — no ongoing operation
Metrics defined per-dashboard — "pipeline" means three different things
Data breaks quietly — you discover it weeks later in a board meeting
Starts with the data model — designs architecture, then selects the visualization layer
One unified reporting system — every team reads from the same source of truth
Same team that builds it operates it — monitoring, iteration, and expansion included
Business logic defined once, centrally — metrics are consistent across every view
Automated data quality alerts — you know the moment something goes wrong
Business intelligence for B2B companies is the practice of collecting, transforming, and visualizing data from your CRM, marketing automation, finance, and customer success tools into unified dashboards that reveal how demand converts to revenue. Unlike generic BI, B2B-specific implementations must account for long sales cycles, multi-touch attribution, and complex buying committees.
A production-ready BI dashboard typically takes 4–8 weeks depending on the number of data sources and complexity of your tech stack. JayOh's sprint-based approach delivers an initial diagnostic and quick-win dashboards in Sprint 1 (2 weeks), with full reporting infrastructure live by Sprint 3–4.
JayOh builds dashboards across Looker, Tableau, HubSpot Reporting, Salesforce Reports & Dashboards, Looker Studio, Snowflake, dbt, and custom solutions. The tool choice follows the architecture — not the other way around. We design the data model first, then select the visualization layer that fits your team's workflow.
A B2B revenue dashboard should track pipeline created, pipeline velocity, stage conversion rates, win rates, average deal size, CAC by channel, MQL-to-SQL conversion, speed-to-lead, forecast accuracy, and revenue attribution by source. The key is connecting these metrics across the full funnel — not siloing marketing metrics from sales metrics. See Forrester's B2B marketing research for benchmarks on what good looks like.
Most BI implementations fail because they start with the dashboard instead of the data model. Teams pick a visualization tool, connect raw data, and build charts — then wonder why the numbers don't match their CRM. The fix is architecture-first: clean the data layer, define business logic centrally, build transformation pipelines, then visualize. JayOh builds from the data model up, not the dashboard down.
BI implementation costs vary based on data source complexity, number of dashboards, and whether you need a data warehouse. JayOh's engagements are sprint-based with transparent pricing — not open-ended hourly billing. Most clients see ROI within the first quarter through time savings alone: teams typically save 10–20 hours per week when manual reporting is replaced with automated dashboards.
Yes. JayOh has unified data across 60+ tools in the GTM stack including HubSpot, Salesforce, Marketo, Snowflake, Segment, Chargebee, Intercom, and more. We use tools like Fivetran, Hightouch, and dbt to build reliable data pipelines that feed your dashboards with clean, transformed data — not raw exports that break every month.
Your revenue system generates data at every stage. JayOh turns that data into dashboards your team will actually use — and trust.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
