SaaS customer segmentation analysis

The company faced difficulties managing and analysing high volumes of data from thousands of customers across diverse segments. Each segment displayed unique behaviours, complicating the application of uniform insights. Additionally, transitioning from cash to accrual accounting required significant adjustments and recalculations to meet investor expectations. As they prepared for investment opportunities, there was a need for advanced reporting on customer acquisition costs (CAC) and lifetime value (LTV) by segment. Furthermore, they required a solution for ongoing data integration from multiple sources to ensure real-time reporting and analysis without manual effort.

We developed a scalable, automated financial reporting and forecasting solution tailored to the client’s needs. Our solution integrated data from multiple sources, including Xero, Salesforce and their payments platform to enable real-time analysis and efficient management of large data volumes. We also implemented a comprehensive segmentation model to categorise customers by industry and type, allowing for deeper insights into customer behaviours and key metrics like CAC and LTV, split by customer type. Additionally, we facilitated the transition from cash to accrual accounting, ensuring compliance with accrual-based standards for investor readiness. An automated reporting system was created to provide regular updates, keeping CAC, LTV, and financial analyses current with minimal manual effort.

The client achieved a deeper understanding of their customer base through detailed segmentation, enabling more targeted analysis and improved decision-making. Transitioning to accruals accounting led to more accurate and investor-friendly financial reporting, incorporating all necessary adjustments and reallocations. Data integration and automation ensured that the client can effortlessly keep their financial and customer analyses up to date, facilitating continuous monitoring and agile decision-making. The new reporting system provides real-time, segmented financial data, allowing for quick responses to investor inquiries. Additionally, enhanced forecasting capabilities empower the client to make more accurate predictions for future growth, positioning them effectively for potential investment opportunities.