Use Cases

One revenue view across CRM, billing and product data

Sales, finance and product each have their own view of the customer. Nockpoint joins CRM, billing and product usage data into one model, so every team sees the same customers, the same revenue and the same definitions.

Components

Data Modeling
Data Blending
Departments
RevOps
Sales
Finance
Product
Business Types
Software as a Service
Startups

Summary

Join customer data from every system. Match accounts across HubSpot, Stripe, Chargebee and PostHog so each customer has one record.

Model revenue once. Bookings, billed revenue and recurring revenue are defined in one place and reused by every dashboard.

Answer cross-team questions. See how product usage relates to renewals and upgrades, or how deal size compares with billed revenue.

What you can track

  • Bookings vs. billed revenue
  • Recurring revenue by customer
  • Product usage by account
  • Renewals and upgrades
  • Revenue by customer segment
  • Accounts with low usage before renewal

Data Sources