SaaS

How UserTesting replaced fragmented reporting with a unified analytics system

User Testing - Case Study Thumbnail-2
Company overview

UserTesting is an experience insights platform that helps businesses gather real-world user feedback to inform product and design decisions.

Industry

SaaS

Headquartered

 Bellevue, Washington 

Context

 UserTesting has built its reputation on helping companies understand their users. The product is about clarity — removing the guesswork from experience design by surfacing what real people actually think and do. It was somewhat ironic, then, that internally, UserTesting's own marketing team was operating with the opposite of clarity. Data was fragmented across tools that didn't talk to each other. Tracking was inconsistent. Dashboards required manual upkeep to stay current, and the B2B signal the team most needed to act on was buried inside traffic from audiences it wasn't trying to convert. RevX came in to rebuild the analytics infrastructure from the ground up — and give the team the visibility its decisions deserved. 

The challenge

UserTesting's analytics problems weren't the result of neglect — they were the result of complexity accumulating faster than the infrastructure could handle it. A mixed audience, disconnected systems, and manual reporting processes had created a picture of marketing performance that was incomplete at best and misleading at worst. 

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A marketing funnel nobody could fully see

Key stakeholders didn't have reliable access to full-funnel visibility — from top-of-site traffic through to pipeline outcomes. Without a consistent view of how the funnel was performing, decision-making defaulted to instinct rather than evidence. For a company whose product is literally about understanding behavior, the gap between what the business preached and what the marketing team could actually see was stark. 

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B2B signal lost in mixed-audience noise

UserTesting's website attracted both B2B clients and non-B2B users — a structural complexity that made it genuinely difficult to track and optimize for the conversions that mattered most to the business. Without audience segmentation built into the analytics layer, B2B performance was obscured by the broader traffic picture. Optimizing for the right outcomes required being able to isolate them first. 

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Fragmented data and manual reporting consuming team time

Web analytics, marketing automation, and CRM data existed in separate silos with little integration between them. The consequence was inconsistent reporting and dashboards that required significant manual effort to keep current. That time cost is real — and it compounds. Every hour spent updating a dashboard is an hour not spent analyzing what it shows or acting on what it reveals.

Our solution

RevX approached this as a full analytics overhaul, working across tracking, segmentation, dashboard development, and data infrastructure. The goal wasn't just better reports — it was a system that would generate reliable, automated insight without ongoing manual intervention.

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Cleaning up tracking across GTM, GA, and marketing pixels

Before building anything new, RevX addressed the data quality problem at its source. Google Tag Manager, Google Analytics, and marketing pixel tracking were all cleaned up and reconfigured to ensure accurate measurement of on-site engagement, conversions, and conversion rates. Reliable analytics starts with reliable data collection — and that work had to come first. 

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Custom audience segmentation for B2B clarity

RevX built custom audience segments that separated existing customers, potential B2B clients, and test contributors — giving the team the ability to analyze each group independently. For a company trying to grow its enterprise business, the ability to isolate B2B behavior and optimize specifically for those conversion paths was a meaningful shift in how the team could work. 

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A suite of around 10 dashboards, automated through BigQuery

RevX developed approximately 10 Looker Studio dashboards covering website traffic, funnel performance, multi-touch attribution, and content effectiveness — used regularly by around 12 team members. Underneath the dashboards, RevX designed and implemented a marketing data warehouse in BigQuery with daily automated SQL query jobs, eliminating the manual update cycle entirely and ensuring every dashboard reflected current data without anyone having to touch it. 

The impact

The result was a marketing analytics environment that matched the sophistication UserTesting brought to its own product. The team moved from operating on fragmented, manually maintained data to a fully automated, integrated reporting system — and the effects touched how decisions got made at every level. 

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Data the whole team could trust

With tracking cleaned up and data flowing correctly from every source, the marketing and sales teams could rely on what the dashboards showed them. That shift — from skepticism about the numbers to confidence in them — changes how decisions get made. When the data is trustworthy, teams act on it rather than around it.



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Time recovered from manual reporting

Automating the reporting pipeline through BigQuery eliminated the recurring overhead of keeping dashboards current. The time previously absorbed by manual updates was redirected toward analysis and action — the work that actually generates value. For a team operating in a fast-moving SaaS environment, that reclaimed bandwidth matters.



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Clearer B2B funnel visibility for sharper strategy

With B2B traffic properly segmented and tracked, UserTesting's marketing team gained the funnel visibility needed to refine targeting and outreach with precision. Understanding how B2B prospects moved through the site — and where they dropped off — gave the team a factual basis for optimizing the campaigns and content that drove pipeline, rather than optimizing for the wrong audience. 

Mockup

usertesting dashboard
B2B web performance
MQL & SAL trend
traffic trend
traffic & engagement
traffic by segment and device
Form trends
Website form funnel
Monthly form submissions
Form submissions

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