Paylocity: Board reporting from 2 weeks to 4 hours
ARR, churn, and expansion tracked across Salesforce, billing, and support with no unified view. Board reporting took 2 weeks.
Why Paylocity Needed a Power BI Solution
ARR, churn, and expansion tracked across Salesforce, billing, and support with no unified view. Board reporting took 2 weeks.
The SolutionWhat We Built
Azure Synapse unifying Salesforce, Zuora, and Zendesk. Power BI for ARR waterfall, NRR, cohort analysis, and customer health scoring.
Technologies: Salesforce CRM, Zuora Billing, Azure Synapse, Power BI Premium
The ResultsMeasurable Outcomes
Health model identified $8.7M at-risk ARR. 71% of flagged accounts saved.
Technology SaaS Power BI — Common Questions
Project Summary
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"3 days of month-end manual reporting fully automated in 6 weeks. ROI was evident in the first month."