Developing Northstar Dashboards For 300+ Employees at M1

Background: M1 is a rapidly growing fintech company that manages over $6 billion dollars in assets. The company offers a wide range of products including investing, checking accounts, credit cards, and lending, to served hundreds of thousands of users.

Objective: The project objective was to build executive-level reporting dashboards for M1 using the Pirate Framework. The Pirate Framework is a set of five user-behavior metrics that product-led growth businesses should be tracking: acquisition, activation, retention, referral, and revenue.

Scope: The project scope included modeling all of the data using DBT to ensure data quality and ease of use, and visualizing the data in Tableau. The dashboards provided a comprehensive view of the company's performance in terms of user behavior and revenue generation.

Deliverables: The project delivered a set of interactive dashboards that were accessible to M1's executive team. These dashboards provided insights on key metrics such as user acquisition, activation, retention, referral and revenue.