What should we do differently tomorrow to grow revenue

It's the fundamental question in business. Yet after years as a Chief Data Officer, working with companies generating millions in revenue and maintaining thousands of dashboards, no one could consistently answer it.

Time and time again, I was brought in to fix this. And every Monday morning, I watched the same painful ritual unfold...

The Monday morning scramble

Meanwhile,SarahSarah was doing what every CFO does before a board meeting: frantically building the "master metrics" spreadsheet.

X
Excel - monday_metrics_final_v3_FINAL.xlsx
HomeInsertPage LayoutFormulasData
A1
ABCD
1MetricThis WeekLast WeekChange
2Revenue---
3New Customers---
4Churn Rate---
5Pipeline---
6DAU---
7CAC---
8LTV---
9MRR---
10ARR---
11NPS---
12Support Tickets---
13Avg Deal Size---
MASTER
Salesforce
Google Analytics
Stripe Dashboard
HubSpot
Mixpanel

Tab after tab, copying and pasting from different dashboards. Revenue from Tableau, pipeline from Salesforce, customer metrics from Mixpanel. Each number tells part of the story, but none of them talk to each other.

This was the reality I witnessed at every Private Equity portfolio company I was dropped into. Not because these companies lacked data or dashboards. We built those foundations, they had dozens. The problem was that no single dashboard could answer the questions that mattered: Why did revenue dip last month? Which product changes are driving churn? How is our new sales process actually performing?

The truth lived in the gaps between dashboards. Marketing had their metrics. Sales had theirs. Product, Customer Success, Finance all operating in parallel universes. KPI Tree bridges these universes, creating a single source of truth that finally shows how everything connects.

Challenging the status quo

From the data trenches to a solution

The pattern I couldn't ignore

Private Equity has a playbook: acquire companies, merge operations, drive efficiencies. As the Chief Data Officer brought in post-acquisition, my job was to make sense of the chaos.

But after consolidating data in a "Modern Data Stack" and building dashboards at company after company, I noticed something broken. We had all the metrics, but no one understood the story they told.

  • CEOs building "shadow dashboards" in Excel because nothing gave them the full picture
  • Sales leaders who couldn't trace activities to actual revenue impact
  • Product teams blind to how feature decisions drove customer churn

The epiphany that changed everything

The problem wasn't the data. It was that metrics lived in isolation. Revenue was divorced from marketing spend. Product usage was disconnected from churn. Customer satisfaction floated separately from renewal rates.

What if we could map these relationships? What if every employee could see exactly how their work cascaded through the business? What if AI could surface the hidden correlations humans miss?

That's when KPI Tree was born. Not as a "better dashboard", but the connective tissue that finally reveals how your business actually works.

Richard Oastler
Founder & CEO

Experience That Matters

Built by a team that's been in your shoes

Our team brings deep experience from leading data teams at some of the fastest growing scaleups in Europe through to IPO. We've faced the same challenges you're facing now.

Dojo
Redpin
Planet
Farfetch
Just Eat for Business

Ready to be able to answer the question?

Stop the Monday morning scramble. Get a personalised demo to see how KPI Tree reveals what your team UserUserUser+5should do differently tomorrow.