An India-based investment platform focused on enabling financial freedom sought to address limitations in revenue visibility and KPI measurement. With a team of over 200 employees, the company aligns all investment decisions with a long-term vision that supports education, retirement planning, exploration, and meaningful societal contributions for its clients. During initial discussions, the client highlighted difficulties in uncovering profit opportunities and identifying the right performance indicators. Fragmented data and unclear attribution across channels made it hard to pinpoint revenue sources, assess profitability accurately, and track KPIs that truly reflected business performance and strategic goals.

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