RevenueOS / Case study

Revenue reporting.
One connected view.

Weekly revenue reporting: hours of work to under 10 minutes.

CLIENT TYPEBusiness with multiple payment sourcesREPORTED TIMINGFirst-month spend resultSERVICERevenue operations & reporting

OMD / REVENUEOS

−28%Low-yield traffic spend

<10 minWeekly revenue reporting

StripePayPalCRM

−28%Low-yield spend, month one

<10 minWeekly reporting time

2–3 hrsPrevious weekly reporting

ConnectedPayments, deals & lead sources

Payments arrived through Stripe, PayPal, and wire transfers. Close CRM tracked deals. The team spent two to three hours a week stitching reports together.

01 / THE PROBLEM

The starting point.

Leaders could not easily compare revenue by offer, source, or rep. Payment and sales records needed manual reconciliation, delaying decisions about where to focus.

02 / THE BUILD

The implementation.

OMD built RevenueOS, a reporting system connecting payment data, CRM deal records, and Typeform entries. The dashboard grouped revenue by offer, source, and sales rep, with payment status and refund tracking.

03 / REPORTED OUTCOMES

The results in context.

The business identified and eliminated 28% of low-yield traffic spend within the first month. Weekly reporting fell to under 10 minutes. Sales and marketing could work from the same revenue view.

Outcomes are reported for this individual engagement.

Explore revenue operations & reporting

Keep exploring