Most revenue teams are not short on data. They are short on stories and insights that leaders can trust and act on. Even with Snowflake powering dozens of models and reports, teams still rebuild the same revenue views before every forecast call, QBR, and board meeting. The real bottleneck is turning raw numbers into consistent, on-brand insights.

Automating revenue performance dashboards with Matik and Snowflake closes that gap. You define the story once, connect it to your Snowflake data, and let Matik generate revenue content that is accurate, personalized, and ready to drive the next strategic conversation.

What Is a Revenue Performance Dashboard?

A revenue performance dashboard is a report that shows how your business is performing against key financial and go-to-market goals. It might live as a slide deck, a spreadsheet, or a regularly shared document. Its job is to surface the most important numbers in one place so that leaders can quickly see what is working, what is not, and where to focus.

Typical audiences include:

• Finance and RevOps teams tracking ARR, expansion, and churn
• Sales leaders looking at pipeline, win rates, and bookings by segment
• CS and account teams watching renewals and expansions
• Executives preparing for board reviews and strategic planning

This type of dashboard is built for quick clarity. It should answer questions like: How are we trending? Where are we off plan? Which segments or regions are driving growth?

Why Automate Revenue Performance Dashboards with Matik?

Letting Matik build your revenue performance dashboards from Snowflake improves the quality, consistency, and impact of the content your organization relies on.

Strategic capacity unlocked

When Matik automates the creation of revenue dashboards, teams spend less time assembling reports and more time interpreting them. That extra capacity can go toward:

• Running deeper scenario analyses
• Partnering with sales leaders on territory or quota design
• Meeting with executives to align on strategy
• Working directly with field teams to improve forecast accuracy

Customers that use Matik for executive reviews and QBRs report thousands of hours given back to their teams, which they then reinvest in higher impact work like customer strategy and revenue planning.

Deeper storytelling

Matik’s AI does more than just plug numbers into a template. It can write summaries, call out key changes in performance, and propose talking points or recommended focus areas. This way stakeholders don’t just see what happened, but rather, also receive guided context on why it matters and where to focus next.

For example, Handshake used Matik to transform how they delivered data insights to customers. They generated more than 1,500 presentations and over 30,000 unique data insights across 600 customers. More than half of their closed won revenue was influenced by Matik automated presentations, because those decks told a clear, data backed story that helped deals move forward.

Better content, every time

Because Matik pulls directly from Snowflake, your charts and tables are always up-to-date. No manual copying and pasting from different tools, no stale numbers from last quarter.

Matik’s AI automates text, visuals, and tables from your data sources, generating ready to share content in the formats your teams already use. That means:

• Metrics are accurate and consistent
• Revenue definitions match what has been signed off on
• Dashboards always look on brand and professional

Teams like Modern Health rely on Matik as a core way for their client success organization to communicate value and ROI. They automate data intensive decks with dozens of slides, while keeping data accuracy and privacy front and center.

Insights that resonate

Revenue performance dashboards are far more powerful when they speak directly to the audience that is reviewing them. With Matik, you can define variables that tailor the same template for different stakeholders. For example, you could instantly generate a variety of revenue performance dashboards that speak to different::

• Segments (SMB, mid market, enterprise)
• Regions
• Time periods (month, quarter, year)

Matik uses those variables to tailor each version while pulling from Snowflake data. Modern Health, for example, automated the personalization of nearly 300 different elements in their content, including tables, charts, text, and images, so each account saw the story that mattered most to them.

Scalability with quality

As your book of business grows, the number of reviews, reports, and dashboard variants explodes. Without automation, quality and consistency start to slip.

Matik helps teams scale up their content without sacrificing standards. Zapier used Matik to triple the amount of content they created and cut ongoing maintenance to nearly zero, which meant they could support more teams and use cases without adding more manual work.

How to Automate Revenue Performance Dashboards with Snowflake and Matik

Here is a simple way to set this up step by step.

1. Build or choose your revenue dashboard template

Start with a template you already use, whether it is a slide deck, spreadsheet, or document. Include the core views that matter to your business, such as:

• ARR and MRR over time
• New, expansion, and churned revenue
• Pipeline coverage and conversion by stage
• Revenue by segment, region, or product line

Make sure the layout, branding, and chart styles are clean and ready for insight.

2. Upload your template into Matik

Bring your template into Matik so it becomes a reusable asset. This lets your team standardize on a single version of the revenue dashboard, while still enabling personalization with variables.

3. Connect Matik to Snowflake

Connect Matik to your Snowflake environment and point it to the views, tables, or models where your revenue metrics live. Because Matik is built to work with modern data sources, you do not need to rebuild your data. You reuse the trusted metrics you already have.

4. Map in the right data

Inside Matik, map the components of your template to queries against Snowflake. For example:

• ARR trend chart
• Net revenue retention by segment
• Pipeline coverage ratio for the upcoming quarter
• Bookings by region and product

Matik will run these queries each time you generate or refresh a dashboard, so the content always reflects the latest numbers.

5. Define variables for personalization

Set up variables so you can easily tailor dashboards for different views or stakeholders. Common examples for a revenue performance dashboard include:

• Segment (for example, “Enterprise,” “Mid Market,” “SMB”)
• Region (for example, “North America,” “EMEA,” “APAC”)
• Time period (for example, “Q1 2026,” “FY 2025”)

You can also add account list variables if you want account specific revenue views.

6. Generate or refresh the dashboard

When you generate the template, Matik will:

• Query Snowflake for the latest relevant metrics
• Populate all tagged charts, tables, metrics, and KPIs
• Generate and insert summaries, key takeaways, and next steps
• Create a ready to share file in your preferred format

You can instantly create brand new revenue performance dashboards each time or refresh existing ones with updated Snowflake data.

7. Automate delivery

Matik can also streamline how these dashboards get into people’s hands. You can:

• Bulk generate dashboards for many segments or regions at once
• Schedule regular generation, such as monthly or quarterly revenue reviews
• Trigger dashboard generation from systems like Salesforce

This way you can ensure you get the right information into the hands of the right people. This is how teams like Solv and others using Matik have been able to reach more accounts and stakeholders, touch a larger share of revenue, and still maintain a high level of quality and consistency.

How Automation Changes Revenue Conversations

When revenue performance dashboards come from the same trusted data and template every time, the tone of the conversation shifts. Instead of circling around whether the numbers are right, people can move quickly into discussing patterns, tradeoffs, and next steps.

That shift shows up across the business. Finance and RevOps have more space to act as strategic partners, not report builders. Sales and CS walk into meetings with a shared, reliable picture of performance. Executives get clear, on brand views of revenue that support faster, more confident decisions.

Matik’s AI automates the creation of presentations, documents, and reports directly from your data. By combining Matik with Snowflake, you turn your revenue data into high impact content at scale and give your teams time back to focus on strategy, customers, and growth.

---

Ready to automate your revenue performance dashboards? Request a demo today