Introduction: Limited Visibility in a Data-Rich Environment
Medefy, an innovative SaaS company operating in the healthcare benefits space, was experiencing growing pains when it came to financial visibility. As the company scaled, so did the complexity of its data and reporting needs. While Medefy had access to the financial data it needed, their existing tools lacked the agility, clarity, and depth to turn that information into meaningful insights.
Their reporting systems relied on a patchwork of static spreadsheets and basic tools that were not designed to handle the unique demands of SaaS financial reporting, especially in an industry as dynamic and tightly regulated as healthcare benefits. Without modern analytics infrastructure in place, the finance team found it increasingly difficult to understand, monitor, and communicate financial performance at the pace the business required.
The Challenge: Static Tools for a Dynamic Business
Medefy’s finance and executive teams faced several recurring challenges due to limited access to centralized, real-time financial insights. These issues included:
-Difficulty analyzing and reporting on SaaS-specific financial metrics, such as Monthly Recurring Revenue (MRR), Customer Acquisition Cost (CAC), Customer Lifetime Value (CLTV), and churn rate, all of which are critical to financial forecasting and performance evaluation.
-Static and disconnected reporting tools that lacked the ability to support trend analysis,
time-based comparisons, or real-time visibility into financial performance.
-Manual workarounds to consolidate data from multiple systems,
resulting in wasted time, increased risk of human error, and reporting delays.
-Limited drill-down capability,
which made it difficult for the finance team to trace performance fluctuations back to specific drivers, accounts, or segments.
These issues weren’t just operational hurdles; they were preventing the finance team from playing a more strategic role in the organization. Without reliable, accessible data, decision-making was slower, less confident, and often reactive rather than proactive.
The Solution: A Financial Dashboard Tailored to SaaS and Scalable Growth
To help Medefy address these pain points, Brewster Consulting Group designed and delivered a custom Power BI financial dashboard solution, built specifically to support the company’s SaaS business model and provide executive-level visibility into real-time performance. The dashboard environment was created not just to serve current needs, but also to scale alongside the business.
Key Features and Capabilities
- Centralized financial KPIs in a single,
interactive reporting environment, eliminating silos and streamlining workflows across teams.
- Flexible metric tracking designed around SaaS-specific needs,
ensuring relevance as the company evolved and expanded.
- Dynamic filters and time-based comparisons,
giving users the ability to identify performance trends, outliers, and growth opportunities over time.
- Drill-down functionality,
allowing users to move from high-level summaries to account-level financial data within seconds.
- User-friendly design,
accessible to both finance analysts and executive leadership, supporting self-service exploration and faster insights.
The solution also helped reduce the burden on internal teams by automating data flows
and eliminating repetitive manual reporting tasks.
Results: Empowered, Efficient, and Insight-Driven
The rollout of the Power BI financial dashboard created a meaningful and immediate shift in how Medefy approached financial management and strategic planning.
Leadership and finance teams now have on-demand access
to the metrics that matter, including real-time snapshots and historical trends. Instead of waiting days or weeks for manually compiled reports, decision-makers can now track performance daily, identify issues early, and adjust course with confidence.
The platform has improved communication across departments
as well, everyone from the CFO to customer success has a shared understanding of how the company is performing. This has enabled better collaboration
around financial goals, more efficient budget reviews, and stronger alignment on revenue strategy.
Internally, the finance team has freed up dozens of hours per month
that were previously spent on data cleaning, reconciliation, and report creation. That time is now focused on higher-value work like scenario modeling, revenue optimization, and stakeholder engagement.
Conclusion: From Manual Reporting to Strategic Finance Enablement
By partnering with Brewster Consulting Group, Medefy was able to move from fragmented, reactive financial reporting to a centralized, data-driven decision-making environment.
The tailored Power BI dashboard solution has given the company the structure, scalability, and clarity it needed to operate with precision and confidence in a competitive SaaS landscape.
Today, Medefy is not just tracking financial performance, it’s strategically leveraging it to drive growth, improve forecasting, and build long-term value for stakeholders.