Why You Need a Custom Dashboard

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Signs You’re Drowning in Data Chaos:

  • Your team argues over which numbers are correct
  • You spend more time building reports than analyzing them
  • Leadership can’t see the connection between marketing and revenue
  • You’re missing opportunities because insights are buried in spreadsheets

What Disconnected Data Costs You:

  • Missed trends (slow to spot rising CPAs or dropping conversion rates)
  • Wasted time (manually stitching together reports every week)
  • Poor decisions (optimizing based on incomplete or outdated data)

Our Dashboard Development Process

01

Discovery & Goal Alignment


  • Identify your key business questions (“What’s our true CAC by channel?”)
  • Audit all data sources (ads, CRM, web analytics, etc.)
  • Map user roles (executive vs. specialist views)

02

Design & Build


  • Consolidate data in a Data Warehouse
  • Create intuitive visualizations (not just pretty charts – actionable ones)
  • Connect to your stack (Google Analytics, Meta, HubSpot, etc.)
  • Set up automated refreshes (no more manual updates)

03

Launch & Train


  • Deploy with your team (Slack/MS Teams integrations available)
  • Integrate Conversational Analytics so you can ask your dashboard important questions and get answers instantly (Optional)
  • Train users on how to find and act on insights
  • Optimize based on feedback

What You'll Get

Your Custom Dashboard Includes:

  • Executive View: ROI, Revenue, CAC, LTV, and pipeline health etc.
  • Channel Performance: Key Metrics and trends by platform
  • Alert System: Get notified of anomalies (e.g. spiking CPAs, dropping CTRs)
  • Exportable Reports: One-click PDFs/ CSVs for leadership meetings

Technical Setup

  • Dashboard built in Looker Studio, Tableau, or Power BI
  • Connected to your data warehouse, GA4, Meta, CRM
  • Mobile-responsive (check performance anywhere)
  • White-labeled with your branding

Get a Free Consultation Today!

Let's Talk

Why Clients Choose Us

We design dashboards to answer business questions, not just display charts.

We work with your stack: Looker Studio, Power BI, Tableau, or custom builds.

From kickoff to launch in 2-4 weeks.

Monthly check-ins to ensure accuracy and add in any new data sources/ requirements.

Platforms We Work With

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