From Reporting to Action, in One Workspace

Aimpoint Digital built four working Sigma applications on live cloud warehouse data, covering FP&A, marketing, sales operations, and partner programs. Each one shows what changes when reporting, planning, write-back, and approval stop living in separate tools, and start running on the same governed data.

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Sigma Elite Partner

As the market-leading Sigma partner, our expert team helps you unlock actionable insights and maximize business impact with Sigma. We go beyond traditional dashboards, enabling organizations to build scalable data applications and embed insights directly into their native workflows, all while maintaining data governance and scalability.

WHY WE BUILT THESE APPS

Each app runs the whole workflow, from reporting to approval, on the same live warehouse data.

Stop reconciling exports and chasing approvals across separate tools. Give your team one governed workspace where the report and the workflow live together.

The Apps

A P&L your finance team can adjust

Most P&L reviews follow the same pattern. The numbers refresh overnight, the controller spots an anomaly, and the conversation moves to email. This application keeps it in one place. Finance leads see the live P&L for the current year, with forecasts flagged separately from closed months, and adjust closed-period values directly inside Sigma with a justification attached to every change.

Live P&L with forecast and actuals on the same view so users can spot variance without switching reports.
Governed adjustments on closed months only, with a reason code and audit trail captured against every edit.
Health dashboard that compares actuals against forecast trend across periods, drillable to revenue and other lines.
Admin command center for managing adjustment reason codes, approvers, and write-back permissions.
Top-down targets, bottom-up plans, one approval workflow

Annual budgeting usually involves two camps that rarely meet in the same workbook. Executives set targets at revenue, profit,and margin. Operators justify the build by make, model, volume, and price. This application puts both personas in the same Sigma workspace, with validation rules that stop incomplete plans from being approved and a reconciliation view that compares the approved budget against prior-year actuals.

Top-down goal setting for revenue, profit, margin, and volume, with built-in validation that flags missing owners or targets before submission.
Bottom-up plan building by make and model, tracked live against the executive target as values are entered.
Approval guardrails that block sign-off until all conditions are met, with role-based control over who can approve.
Forecast reconciliation with inline commentary at the variance level, so the "why" travels with the number.
Dashboard to audience activation, without leaving the workspace

Marketers usually move through four tools to run one campaign cycle; one for reporting, one for goals, one for audience selection, and another for media planning. This Sigma application consolidates all four. Marketers can review performance, enter and edit campaign goals, build a target list against scored customer data and a budget constraint, then model media mix scenarios to test allocation shifts before they commit spend.

Live performance dashboards built on warehouse data, with dynamic filtering by channel, segment, and time frame.
In-app goal management for impressions, CPM, and ROAS, with edits written back to the warehouse and reflected in pacing immediately.
Audience builder that scores customers, sizes the list against a campaign budget, and exports to a CRM via webhook or as CSV.
Media mix scenario planning that re-allocates spend across channels and projects revenue and ROAS against historical performance.
Govern rebate policy without the spreadsheet sprawl

Sales operations programmes still tend to live in spreadsheets, comments, and email threads. This application shows what changes when the rebate matrix, product eligibility list, and payout calculation all live on Sigma and Snowflake. A business admin can carry policy forward from one period to the next, edit the matrix in place, validate that nothing has been missed, and see the downstream financial impact on a single homepage.

Live payout view by partner tier, with breakdowns by dimension to show where rebate dollars are going.
Data freshness checks that flag missing rebate rates or product lists before they cause null values downstream.
Period-over-period policy editing, carrying forward an existing matrix as a starting point and publishing changes with full audit history.
Add and drop workflows for product eligibility, batched into a single publish action so changes deploy together.

Ready to get started with Sigma?

We design and deliver Sigma data apps end to end, from warehouse modelling through to the application UI. Tell us about the workflow you want to consolidate, and we will tell you what it would take.

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