Data and BI

The GTM showcase uses a local Postgres warehouse loaded with the Maven CRM dataset. dbt transforms the raw data into governed GTM marts and BI views. ANIP services and Metabase both read from those modeled views.

Source data

Raw data lives under:

examples/showcase/gtm/data/raw/maven/

The compose stack loads:

• accounts.csv
• products.csv
• sales_pipeline.csv
• sales_teams.csv

The initialization SQL lives under:

examples/showcase/gtm/data/init/

dbt models

dbt project path:

examples/showcase/gtm/dbt/

Important mart and BI models:

Model	Purpose
fct_gtm__opportunities	Normalized opportunity fact table.
mart_gtm__pipeline_health	Pipeline health by quarter, region, and stage.
mart_gtm__account_enrichment	Account enrichment evidence.
bi_gtm__pipeline_stage_summary	Metabase-friendly pipeline stage summary.
bi_gtm__forecast_stage_summary	Forecast modes and contributing stage values.
bi_gtm__stage_bottlenecks	Bottleneck-oriented open pipeline slices.
bi_gtm__risk_accounts	At-risk account ranking surface.
bi_gtm__sales_team_performance	Sales team performance summary.
bi_gtm__product_pipeline	Product pipeline summary.
bi_gtm__account_enrichment	BI view over enrichment context.

BI correctness rule

Open opportunities use sales_price when close_value is not populated. Therefore open pipeline calculations must use:

coalesce(close_value, sales_price)

Closed-won revenue can use close_value, but aggregates should still coalesce null sums to zero so Metabase does not display missing values where the correct value is zero.

Metabase verification

Each language compose stack includes Metabase and a setup service that creates curated questions and dashboards.

Default credentials:

Field	Value
Email	[email protected]
Password	Anip-Demo-Admin-2026!

Metabase ports:

Language stack	Metabase
Python	http://127.0.0.1:3041/
TypeScript	http://127.0.0.1:3042/
Go	http://127.0.0.1:3043/
Java	http://127.0.0.1:3044/
C#	http://127.0.0.1:3045/

The Metabase setup script is:

examples/showcase/gtm/scripts/setup_metabase_verification.py

Rerun it manually:

GTM_METABASE_URL=http://127.0.0.1:3043 \
  python3 examples/showcase/gtm/scripts/setup_metabase_verification.py

What to verify in BI

Use Metabase to verify:

• Q2 pipeline by region and stage.
• Forecast totals by mode.
• Stage bottleneck rankings.
• At-risk account rankings.
• Sales team performance.
• Product pipeline.
• Account enrichment context.

If Metabase and the ANIP service disagree, check the dbt model first, then the service backend adapter.