Management dashboard
An overview of spend, acquisition and revenue with comparisons by period, brand or market. We define which indicators support decisions and the detail each manager needs.
Bring spend, leads, opportunities and sales into a shared dashboard. We build Power BI or Looker Studio dashboards with defined metrics, identified sources and an agreed refresh schedule.
We combine strategy, technology and data to improve your business results.
An overview of spend, acquisition and revenue with comparisons by period, brand or market. We define which indicators support decisions and the detail each manager needs.
We combine GA4 and campaign platforms to analyse cost per lead, conversions and channel performance. We explain attribution differences before adding results together.
We connect your CRM to show opportunities, close rate, sales cycle and recorded revenue. We separate confirmed sales from forecasts and pipeline value.
We select the tool based on sources, users and permissions. We develop the model and views in Power BI or Looker Studio, accounting for licence and connector costs.
We align campaign names, dates, currencies and join keys. We define refresh frequency and show when a source fails or its data is incomplete.
We document the KPI dictionary, filters, sources and access. A training session is included, and we agree on the maintenance needed to address new business questions.
Every phase has its scope, duration and KPIs defined in writing. You know what you are buying, when it arrives and how it is measured.
Request a proposalWith management, marketing and sales, we define decisions, KPIs and sources. We avoid metrics nobody will use.
We design source relationships and a view prototype. We agree on formulas, filters and access levels.
We connect sources and compare indicators with their original systems to explain any differences.
We deliver the dashboard and documentation. Support and additional sources are planned around team usage.
The indicators needed for decisions: spend, leads, opportunities, sales and costs by stage, where data exists. Every KPI needs a definition, a source and a period. Filters and refresh dates should also be visible.
It depends on the company’s environment. We assess model complexity, sources, distribution, permissions and budget. Power BI and Looker Studio have different connection and licensing options; requirements drive the choice, not just report appearance.
Yes, where access and compatible connectors or APIs are available. Before building, we check limits, costs and field availability. We do not add conversions from different platforms without defining how to avoid overlap.
Frequency depends on each source, connector and licence. We agree on a schedule appropriate to your decisions and show available refresh information. Some sources process data with a delay, so recent reports may be provisional.
The proposal separates dashboard development, required licences or connectors and ongoing support. Access and report ownership are agreed with your company before handover.
Start with the problem you need to solve. Each service has its own scope and deliverables.
GA4, Google Tag Manager and conversion tracking connected to your CRM and dashboards.
View serviceFind issues in GA4, GTM and advertising pixels with evidence and a prioritised action plan.
View serviceConnect qualified leads and CRM sales to Google Ads and Meta Ads to measure commercial outcomes.
View serviceTell us which reports you prepare manually, which sources you use and who will make decisions from them. We will define the views and connections needed.