How vantage cut reporting time by 80 percent
The problem
Vantage’s operations team maintained three internal tools and a recurring spreadsheet process to track pipeline health, customer health, and operational metrics. Every Friday, someone spent an afternoon pulling numbers from Salesforce, Mixpanel, and Stripe.
What changed in the first month
Within two weeks, their VP of Operations was answering the same questions directly through Ask. By the end of the month two internal tools had been retired, and a four-hour Friday report took under a minute.
The questions they never thought to ask
The bigger outcome was the questions they started asking: which accounts had both a support spike and usage drop, or which cohort expanded fastest after onboarding. Questions that were once too expensive became routine.