Everything you need to unlock the power in your data

Explore all the features of The Data Refinery.

How The Data Refinery works

The Data Refinery ingests data from your existing data sources, reviews each source for its quality to ensure reliability, matches data together to create single customer profiles, applies pre-configured analytical models to your data, and makes your data accessible to power your organisations activities.

Overview of The Data Refinery. Data ingest with personal data, transactions and interactions into Data Warehouse, into Reporting Automation, into Advanced Analytics and out to data destinations including ad platforms, SaaS products, reporting tools, data storage

Data Ingest

Connect data from any of your existing data sources to The Data Refinery to create an automated stream of data with no maintenance.

Standard Connectors

No configuration required. Authorise a connection between the data source and The Data Refinery via the link we send you and you’re all set.

Premium Connectors

Some set up required. The same connection process as standard connectors with some additional configuration required by The Data Refinery team.

Custom Connectors

Bespoke set up. A source that has a completely custom structure or no documentation.

Refinery API

Coming Soon

Send data directly to us using our API.

Sync management

Coming Soon

Full control and management over how and when your data is moved.

Data Warehouse

Data collected in different sources about the same customer creates mixed messaging and no clear view of the real picture. The Data Refinery brings all your data together to create a unique profile for each customer, becoming a single source of truth for your organisation to trust.

Data Quality

Ensures the data being processed by The Data Refinery is fit for purpose so the outputs can be relied on to make better business decisions in operations, marketing, and sales.

Unified Customer Profile

All the data you have on each customer from all your data sources, all combined to create a single profile for each of your customers, all available in Snowflake.

Fully Managed Service

Benefit from the flexibility of a data warehouse without having any of the maintenance overhead. Everything is managed by The Data Refinery, simply connect to your Data Refinery warehouse and the rest is covered by your monthly package.

Reporting Automation

Keep all of your key metrics and KPIs up to date and available for review at any time by any relevant stakeholder, all without any manual input from your team.

Account Summary

Provides an overview of the connected sources, with a breakdown of the matching process and the correlation between matches in different systems.

  • Connected sources
  • Account to Profile ratio
  • Linked account distribution
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Sales Insights

All the key metrics needed by organisations to measure and track performance like total sales, transaction breakdown, revenue stages as well as deeper metrics such as first sale by product, time between transactions and most popular basket combinations.


  • Total revenue
  • Total orders
  • Sales breakdown for the last 30/60/90 days
  • Average Order Value (AOV)
  • Revenue by stages: gross, net, margin


  • First sale by product
  • Top selling products
  • AOV change by repeat purchase
  • Time between purchase
  • Most popular basket combinations
  • Margin by product/product group
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Customer Insights

Overviews of your customer activity with breakdowns such as how many active customers you have who make repeat purchases, as well as metrics like churn and lifetime value.


  • New customers over a timeframe
  • Churn rate
  • Lifetime Value (LTV)


  • Active vs inactive customers
  • Single vs repeat purchase
  • Customer type by basket combination
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Marketing Insights

All your marketing activity combined, linking marketing spend with transactions to give you ratios like customer acquisition costs, along with insights such as comparisons of conversion rates across campaigns.


  • Click through rate (CTR)
  • Open to order (conversion rate)
  • Cost of conversion
  • Customer Acquisition Cost (CAC)


  • Breakdown of interactions by type
  • Engagement rate at each touch point
  • Change in interactions over time
  • Campaigns by engagement
  • Metric comparisons by campaign

Performance Reporting

Take the key metrics and insights you need to report to your stakeholders to build your own shareable reporting dashboard.

No need for any additional manual input or custom query building, simply choose the views you want to report on and consolidate them all into a single dashboard ready to share with whoever needs to see it.

Advanced Analytics

Through a combination of data enrichment, descriptive and predictive analytics alongside bespoke analytical support, you can identify patterns in your data putting you in a position to more effectively communicate with your customers and improve marketing efficiency.

Data Enrichment

Open Source Data

Deepen your understanding of who your customers are by appending Open Source data to you first party data. ONS, Land Registry, DVLA, Gov and more.

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Customer Understanding

Look beyond your data by identifying the characteristics of your customers - income, life stage, demographics, family size.

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Descriptive Analytics

RFM Modelling

A method for analysing customer value using segmentation based on individual purchasing behaviours. It provides data backed insights on each customer group and allows marketing to be tailored to their individual needs.

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KPI Trees

Coming Soon

Break down sales into their most basic components to identify areas that are over and under performing.

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Predictive Analytics

Propensity Modelling

Coming Soon

Predict the likelihood that customers will perform certain actions. It's a statistical approach that accounts for all the independent and confounding variables that affect said behaviour.

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Self Service Analytics

Visual Segment Builder

Add team members so they can build simple queries using a series of filters and connectors to build their own views of the data. Views can be shared across teams reducing duplication of work as well as sharing knowledge between functions.

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Native SQL Query

Perfect if you have SQL knowledge but don’t have anywhere to surface the data and don’t want to manage any additional infrastructure.

Utilise the full power of SQL to build complex custom queries that will sit alongside your standard Data Refinery reports and any simple queries you’ve made.

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Profile View

View all the information you have on each customer in a single profile view.

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Bespoke Analytical Support

Our team of expert Data Scientists and Data Analysts can work with you on your data. We’re experts in The Data Refinery’s model, meaning we can extract value quickly and efficiently as well as suggest new ways to explore your data.

From helping you build and analyse reports and custom views, to creating complex bespoke queries specific to your organisations needs, our team will ensure you extract the maximum value from your data.


  • Ad-hoc reporting - borrow a data scientist
  • Building reports and views
  • Additional training workshops
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Custom Development

  • A|B Testing
  • Advance marketing attribution
  • Custom query building
  • ML model building
  • Bespoke ML reports
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Data Output

Improve the accuracy and reliability of your decision making across your organisation by using The Data Refinery as a single data source to power all your day-to-day applications.

Data Out


Utilise your existing data to power your campaign activities. Send highly specific audience segments to your tools, improving the efficiency of your targeting and increasing campaign effectiveness.

SaaS products

Send matched, segmented data directly to your cloud based business tools. No more downloading and re-uploading clunky CSV files.

Ad Platforms

Apply the analytics of The Data Refinery to create audiences with a high propensity to buy and seamlessly send them to the ad platforms you use – improving the targeting and efficiency of your campaigns, while reducing CAC and increasing ROI.

Reporting Tools

In addition to the full Data Refinery UI, visualise and explore all the analytical outputs from The Data Refinery in what ever BI tool you currently use, with flexibility to curate your own views and reports.

Data Storage

Use The Data Refinery as a data warehouse for your entire organisation to access without any of the infrastructure or maintenance overheads, or send your data to your existing data storage locations.

CSV Download

Download a segment to a CSV file.

Request a Demo

One of our product team will be in touch to discuss how The Data Refinery can unlock the power of your data.