Case Study: Cleo achieves faster, more collaborative insights with Count

Cleo gets faster, deeper, and more democratized insights with metric trees on Count

Cleo, which helps millions of people manage their finances, faced limitations with its traditional data tools. Their previous approach using Periscope and static CSVs restricted visualization and collaboration, preventing teams from efficiently conducting in-depth analysis. This led to frequent ad hoc requests to the data team, slowing down the time to insight.

By implementing Count, Cleo’s data team built visual metric trees on an intuitive canvas to map out the relationships between high-level goals and granular data. This solution empowered non-technical teams to conduct their own exploratory analysis, significantly reducing reliance on the data team for insights. Count’s smart alerting system also enabled proactive monitoring of key metrics. The vendor, Count, facilitated a profound cultural shift towards democratized data, allowing teams from product to marketing to independently derive insights and make faster, data-driven decisions.

Cleo

Callum Ballard

Analytics Lead