Case Study: Assignar centralizes GTM and financial reporting with Discern

Assignar unifies board-ready reporting with Discern for 30+ B2B software companies

Assignar, a construction management SaaS company, faced a challenge with fragmented data across Salesforce and Excel spreadsheets, making it difficult to get a reliable view of key metrics like ARR and pipeline health. This lack of a centralized reporting system created manual reconciliation work and inconsistent numbers, especially during board reporting. Their COO sought a solution to unify go-to-market and financial reporting, leading them to implement Discern's platform for operational KPIs, sales intelligence, and customer intelligence.

By implementing Discern, Assignar centralized its reporting into a single source of truth. The solution provided a comprehensive SaaS dashboard with built-in best practices, automating ARR tracking and creating a formal forecasting process. This resulted in stronger cross-functional alignment, more efficient board reporting, and better decision-making. Discern enabled leadership to spend less time reconciling data and more time acting on insights, with everyone across finance, sales, and customer success operating from the same trusted metrics.

Assignar