About Civic Roundtable
Civic Roundtable is a government operations platform providing technology to public sector entities like government agencies and non-profits. Already using Attio, they needed expert help to build out their automations and create a sophisticated reporting suite to track performance.
The Challenge
Civic Roundtable's Attio setup was cluttered with custom views created by individual reps, and they lacked a standardized, holistic way to measure performance.
No Centralized Reporting: Leadership and the newly hired marketing lead had no reliable way to track key metrics, assess pipeline health, or understand team performance.
Difficulty Tracking a Long Sales Cycle: Their process involves a lengthy procurement stage, often lasting months, and it was difficult to get clear visibility into deal progression.
Inefficient, Manual Analysis: The head of operations was manually creating views to track quarterly performance, a time-consuming and inefficient process.
Our Approach
We designed and built a series of dashboards in Attio tailored to Civic Roundtable's specific business needs, focusing on providing clear, actionable insights.
Methodology: In a focused 10-day project, we developed monthly and quarterly performance dashboards, built reports for in-depth AE performance analysis, and addressed data quality tracking.
The Stack: The project was focused on building advanced reporting and dashboards within their existing Attio workspace.
Data & Automation: The solution provides real-time tracking of funnel activity, conversion rates, and lead quality. We also built reports to monitor the time deals spend in each stage, offering insights into their lengthy sales cycle.
The Results
The new dashboards provide Civic Roundtable with the clarity and insights they need to manage their sales process and make data-driven decisions.
A Single Source of Truth for Performance: The team now has access to standardized, real-time reports, eliminating the need for manual analysis and custom views.
Clear Visibility into the Sales Funnel: Leadership and marketing can now easily track the flow of deals through the pipeline and identify areas for improvement.
A Scalable Reporting Foundation: As their team and business grow, the new dashboards provide a robust and scalable framework for continued performance tracking.
Why It Matters
For a business with a high-touch, lengthy sales cycle, manual analysis and a lack of centralized reporting can hide critical insights. Building a suite of strategic dashboards provides the at-a-glance visibility needed for effective business reviews and empowers leadership to make informed, data-driven decisions.
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