THE SITUATION
Sales teams across business units had no single, cross-functional platform to understand the current state of the pipeline. CRM, ERP, and Product Information systems each held part of the picture, but nothing connected them.
The result was inconsistent reporting and limited pipeline intelligence. Reps spent time manually reconciling data across systems before they could even start analysis, and that effort sat on top of the actual selling work.
THE SOLUTION
GrowthArc was brought in to build a unified, over-arching view connecting all revenue systems through a centralized transformation layer. The governing principle was straightforward: one source of truth, with Sigma as the interface every persona could use.
The approach combined a Snowflake-based data foundation with a Sigma dashboard layer, designed to deliver a 360-degree view of the sales pipeline. Run-time data simulation and cross-source reconciliation were built in from the start, so the platform wasn’t just a reporting layer sitting on top of disconnected data.
WHAT WE BUILT
GrowthArc built a unified data architecture connecting CRM, ERP, and Product Information systems into a centralized Snowflake and Sigma transformation layer. On top of that foundation, six pipeline intelligence capabilities went live: unified data architecture, win/loss analysis, run-time data simulation, cross-system data reconciliation, standardized reporting, and forecast versus actuals variance analysis.
Two things set this apart from a standard dashboard rollout. AI-powered insights and run-time simulation came with write-back capability, so business users could correct data directly at the source. And the platform was built with strong data governance and role-based access controls, so different personas saw the right view without compromising data integrity.
THE OUTCOME
Sales reps saved 30% of the effort they previously spent mapping cross-functional data and generating analysis. That time now goes back into selling.
Beyond the time savings, the operating model changed. Data correctness is no longer solely an engineering responsibility. Business users contribute directly through run-time simulation and write-back, and role-based access controls mean that shift didn’t come at the cost of governance.
30%
Efforts Saved
Sales reps reduced the time spent mapping cross-functional data and generating analysis.
20%
Forecast Accuracy Improvement
More reliable forecasts give sales leaders a stronger basis for planning and GTM decisions.
78%
Reduction in Turnaround Time
Pipeline reports that took 90 minutes now take 20, freeing up time for analysis instead of compilation.
FUTURE OUTLOOK
The foundation here, a single source of truth across CRM, ERP, and Product Information, sets up the next step naturally. Once pipeline data is unified and reconciled, the platform is positioned to move from descriptive reporting to predictive signals: deal risk, churn indicators, and next-best-action recommendations sitting on top of the same architecture.
