REVOPS VISIBILITY & GOVERNANCE
How a scaling SaaS company unified revenue data, improved forecasting accuracy, and established clear GTM governance.
Case Details
Clients: Scaling SaaS Company
Engagement Type: Revenue Operations (RevOps)
Industry: B2B SaaS
Project Duration: 4 Months
Focus Areas: Revenue Visibility, Forecasting, GTM
Let’s Work Together for Development
Call us directly, submit a sample or email us!
The Story
As the company scaled across teams and regions, revenue data became fragmented across multiple systems and dashboards. Marketing, sales, and customer success each reported different numbers, leading to confusion, mistrust, and delayed decision-making at the leadership level.
Techaivv was engaged to bring clarity, alignment, and governance to the company’s revenue operations.
WHAT TECHAIVV DID
We focused on creating a single source of truth for revenue data while aligning processes and ownership across GTM teams.
- Auditing CRM, marketing automation, and CS systems
- Standardizing definitions for pipeline, stages, and metrics
- Designing GTM dashboards for leadership and operators
- Implementing pipeline health alerts and forecasting models
- Establishing governance cadences and ownership across teams
The Results
The RevOps transformation delivered clarity and predictability at scale.
Customer Reviews of the Case
“For the first time, everyone was looking at the same numbers. Techaivv helped us turn RevOps from a reporting function into a strategic advantage.”
