Discern’s no code bi platform serves as the operational command center for B2B businesses. By connecting data from multiple systems and applying machine learning, Discern helps CXOs understand the full story behind company performance and offers data-backed advice.
DISCERN PLATFORM OVERVIEW
Drive Operational Excellence With Augmented Analytics
THE DISCERN ADVANTAGE
Flexible. Comprehensive. Fast.
More and more companies are making significant, sub-optimal investments in overlapping analytics tools. Discern provides a single data analytics and visualization solution to optimize financial, operational and GTM performance.
THE DISCERN ADVANTAGE
Discern provides a single data analytics and visualization solution to optimize financial, operational and GTM performance.
1-4 Week Implementations
Best Practice GTM Analytics
All-in-One Data Stack
No-Code BI Customization
1-4 Week Implementations
Depending on the solution(s) purchased, Discern gets clients fully deployed in a matter of days or weeks. Our team does all the heavy lifting – all you need to do is help us validate the data.
Best-Practice GTM Analytics
Discern provides the best-practice analytics and dashboards most teams require 6+ months to build in CRM or BI tools – across sales, marketing, customer, HR, and financial data.
All-in-One Data Stack
No need to implement functional analytics systems, ELT solutions, data warehouses and then layer on a data visualization tool. Discern provides all in one data analytics and business intelligence.
No Code BI Customization
Discern was built for the data consumers. Our no-code interface empowers users to create custom KPIs, views and dashboards that align with unique goals. No SQL knowledge needed.
“Discern has become instrumental in helping our portfolio companies achieve sustainable growth. In the current environment, the ability to monitor leading indicators for bookings and sales efficiency is more important than ever.”
Pablo DominguezOperating Partner, Insight Partners
Discern’s Modular Solutions
Mix and Match Based on Your Top Priorities
OPERATIONAL KPI DASHBOARDS
A Smarter Approach to No Code BI
Investors expect all their companies to be making data-driven decisions. While often there is no shortage of data, it can be difficult to cut through the noise and identify top priorities.
Discern fuels data-driven strategies by connecting the story of the data across platforms and revealing the biggest risks and opportunities.
Limitless Integrations & Customization
Discern connects to your favorite SaaS platforms, your internal databases and even live spreadsheets to create a true single source of company performance data. As a no code bi tool, customization is easy and opportunities are endless.
200+ Out-of-the-Box KPIs
By working with leading PE and VC firms, we know the metrics that matter most. We pre-calculate more than 200 KPIs and organize in function-specific dashboards.
1-Click Board & Investor Reporting
With all the information both management teams and board members care about, Discern’s board and investor reporting capabilities make board deck creation a push-button process.
Quarterly Performance Retrospectives
At the end of every quarter, gain a recap of performance against targets, with insights into segment-specific performance and trends. These retrospectives can also be provided on a weekly, monthly, or annual basis.
Automated Insights
Utilize the power of GPT to analyze your entire dataset and uncover hidden insights or areas for improvement. Never miss a beat with the power of AI insights and advice.
OPERATIONAL KPI DASHBOARDS
Discern fuels data-driven strategies by connecting the story of the data across platforms and revealing the biggest risks and opportunities.
200+ KPIs
Board Reporting
Quarterly Retrospectives
Automated Advice
AI Forecast & Rollup Forecast
Leverage the power of AI to accurately forecast bookings for the quarter and year. An AE & Manager forecast rollup workflow also provides an accurate forecast while encouraging data hygiene behaviors.
Sales Velocity Analytics
Track the performance of sales KPIs over any time period for unparalleled point-in-time insights. Segment performance by any CRM field to understand your most efficient cohorts and optimize efforts accordingly.
Best Practice Dashboards
Gain all of the reports and dashboards you’ve been trying to build. This includes: pipeline reviews, funnel visualizations, opportunity flows, pipeline waterfalls and more.
Talent Reviews & Capacity Planning
Stack rank reps based on various performance metrics and activities. Utilize our historical ramp analytics and capacity model to understand how many reps you need to meet your targets.
Meeting Efficiency Insights
Understand how many meetings it takes to win an opportunity and compare open opportunities against the baseline. Dive into which reps are most efficiently closing business and replicate their process across your sales force.
SALES INTELLIGENCE
Eliminate Surprises and Inefficiencies in Your Sales Funnel
CRMs are notorious for offering rigid reporting. Plus, without the right workflows set up, if certain processes are not closely followed by AEs, CRM reporting can break or provide inaccurate insights.
Discern uncovers the true story behind your CRM data to help sales leaders meet targets most efficiently.
SALES INTELLIGENCE
Discern uncovers the true story behind your CRM data to help sales leaders meet targets most efficiently.
AI Forecasting & Forecast Rollup
AE Scorecards & Capacity Modeling
Sales Velocity Analytics
Best-Practice Pipeline Dashboards
”Implementing Discern was one of the best choices I made in my first 90 days of building out a RevOps Organization at Florence Healthcare. The Discern team turns a task that is normally super complex and time-consuming into an easy, bite-sized effort that can be stood up quickly.
Ben CookVP of RevOps, Florence Healthcare
CUSTOMER INTELLIGENCE
A 360 Degree Approach to Customer Management & Health
Today, high-performing companies are expected to not only retain but also expand within their existing customer base. However, data is usually spread across multiple systems, making it difficult to proactively manage accounts.
Discern connects customer data wherever it lives to provide a holistic look at health and activity.
ARR Dashboard
By reconciling across your CRM, billing and contract systems and applying unique rules, Discern calculates ARR/MRR changes by account.
Renewals / Expirations Tracker
By cross referencing the accounts up for renewal with key health indicators, Discern helps you ensure customers are happy well ahead of contract expiration.
Customer Cohort Analytics
Group customers by sign-on or onboarding vintage and see how the cohorted ARR, NDR, GDR, and customer count evolves over time.
Transactional Revenue Insights
Automatically calculate your daily transactions volume by segment, apply price books, and gain leading indicators for revenue.
NRR Forecasting
By examining your latest renewal and expansion rates and looking at your expiring contacts, Discern is able to forecast NRR and ARR within your customer base.
CUSTOMER INTELLIGENCE
Discern connects customer data wherever it lives to provide a holistic look at health and activity. As a result, customer increase NRR while reducing churn.
ARR Dashboards & Waterfalls
Transactional Revenue Insights
NRR Forecasting
Customer Cohort Analytics
MQL Cohort Analytics
See how leads created within a certain period move through your marketing and sales funnel for more accurate cycle length and conversion rate insights.
Lead Funnels & Flows
Visualize where and why your greatest funnel dropoffs occur to optimize your lead nurturing efforts.
Reverse-Funnel Modeling
Utilize historical funnel trends and conversion rates to build out a reliable plan for marketing goals and targets.
ROI Analytics
Understand which tactics not only feed the top of the funnel, but are also creating the most pipeline and revenue for your business. With spend insights, Discern can calculate ROI accurately.
MARKETING INTELLIGENCE
Optimize Marketing Spend and Influence More Revenue
It can be difficult to connect data from the marketing funnel to the sales funnel to analyze full marketing impact.
Discern connects your CRM and marketing automation systems for deeper funnel and lead cohort analytics. We also integrate your Google analytics and Google / LinkedIn Ad insights for a holistic look at marketing engagement.
MARKETING INTELLIGENCE
Discern connects your CRM and marketing automation systems for deeper funnel and lead cohort analytics. We also integrate your Google analytics and Google / LinkedIn Ad insights for a holistic look at marketing engagement.
Lead Cohort Analytics
Reverse-funnel Modeling
Lead Flow & Funnel Visuals
ROI Analytics
”It is critically important for us to slice and dice financial data and operational KPIs. Discern helps us actively measure, monitor, and analyze business performance in real-time, enabling us to drive smart business behaviors.
Riya CaoCEO, LSpedia
Connect the Data Between Any Source
