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Revenue Operations Analytics

A SQL analytics project built on BigQuery demonstrating end-to-end revenue operations analysis, from raw data ingestion to a live Looker Studio dashboard.

Stack: BigQuery · SQL · Looker Studio · Google Cloud Platform Dataset: 9,994 SaaS transactions across segments, regions, and products Portfolio: github.com/erikroa

🔗 Live Dashboard


Business Purpose

This project answers five core RevOps questions:

  1. Which customer segments and products drive the most revenue and profit?
  2. How is revenue trending month over month and year over year?
  3. What is the impact of discounting on profit margins?
  4. Which regions are over- or underperforming?
  5. Where is discount abuse eroding profitability?

Project Structure

revenue-ops-analytics/ ├── data/ │ └── saas_sales.csv # Raw source data (9,994 transactions) ├── sql/ │ ├── 01_explore_schema.sql # Data exploration and null checks │ ├── 02_data_cleaning.sql # CREATE VIEW with derived metrics │ └── 03_revenue_analysis.sql # 7 revenue analysis queries ├── looker_studio/ │ └── dashboard_config.md # Dashboard documentation └── README.md


SQL Methodology

Step 1 - Exploration (01_explore_schema.sql)

Row counts, date ranges, unique dimension counts, segment breakdown, and NULL checks across critical columns.

Step 2 - Cleaning (02_data_cleaning.sql)

Creates revenue_ops.saas_sales_cleaned view with:

  • Standardized column names
  • Extracted date parts (year, month, quarter)
  • Derived metrics: cost, profit margin %, net sales, discount tier

Step 3 - Analysis (03_revenue_analysis.sql)

Seven business-focused queries:

Query Business Question
Revenue by segment Which segments drive the most value?
Revenue by product Which products are most profitable?
Monthly trend How is revenue growing over time?
Discount impact How does discounting affect margins?
Regional breakdown Where is revenue concentrated?
YoY growth by segment Which segments are accelerating?
Discount abuse detection Where is over-discounting destroying profit?

Key Finding

Deals with discounts above 40% generate negative profit margins of -108.9% on average - destroying $99K in profit across 933 transactions. This is the kind of RevOps red flag that directly informs pricing governance and sales compensation design.

Discount Tier Deals Revenue Profit Avg Margin
No Discount 4,798 $1,087,908 $320,988 34.0%
Low (1-20%) 3,803 $846,522 $100,785 17.4%
Medium (21-40%) 460 $234,138 -$35,817 -16.7%
High (41%+) 933 $128,632 -$99,559 -108.9%

Author

Erik - Senior CX Operations Manager at Shiftmove · GCP Data Analytics Certified Transitioning from Customer Success into Revenue Operations & Data Analytics.

LinkedIn · GitHub

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SaaS deal desk analytics using BigQuery, SQL, and Looker Studio

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