Brad Wood

ARR from Spreadsheet

Build an ARR platform from mismatched Salesforce subscription management data by ingesting multiple sources via Tableau Flow and Tableau Desktop, enforcing consistent grain, and keeping totals safe.

What I built

  • •A revenue performance model that connects quota, pipeline, and bookings at a consistent monthly grain
  • •Totals-safe rollups (no accidental inflation from joins)
  • •Executive scanning views: remaining to plan, coverage multiples, momentum signals

The real problem (not charts)

The core challenge wasn’t visualization—it was data integrity. Salesforce opportunity data, product-level detail, and external quota rollups don’t naturally agree, and naïve joins inflate results fast.

What changed

Data model
Before: Mismatched sources, inconsistent grainAfter: Monthly grain enforced + de-dup rules applied
This prevents inflated totals and makes exec rollups trustworthy.
Join strategy
Before: Naïve joins inflate revenueAfter: Totals-safe joins + targeted LODs only where needed
LOD usage is constrained to avoid “magic math” hiding model errors.

Outcome

The result is a clean, totals-safe view of quota vs. closed-won, remaining to plan, coverage multiples, and momentum signals like quotes sent. It’s a practical example of RevOps discipline turning messy CRM data into decision-grade insight.