KPI Dashboard Reporting

Why KPI Reporting Is Mission-Critical for Marketing & Sales

In a world of fragmented platforms and complex funnels, clarity comes from connected data. KPI dashboards translate noise into signal—helping teams understand performance, optimize faster, and align around outcomes that move the business forward.

We build custom KPI dashboards that bring together CRM, media, web, and sales data—making it easy to track what matters and scale what works.

Teams that track KPIs weekly are 2x more likely to hit revenue goals
89% of marketers say better reporting would improve decision-making
Real-time dashboards reduce reporting overhead by 60%+

Our Dashboard & Reporting Framework

Centralized intelligence. Channel-agnostic insights.

1

KPI Discovery & Alignment

Collaborate with stakeholders to define primary, secondary, and directional KPIs by channel, funnel stage, and business unit.

2

Data Source Mapping & Integration

Connect platforms including GA4, Meta, Google Ads, LinkedIn, HubSpot, Salesforce, Shopify, and more. Standardize metrics across systems.

3

Dashboard Design & Build

Develop dashboards in Looker Studio, Tableau, Power BI, or HubSpot—customized for executives, channel owners, and sales teams.

4

Visualization & UX Optimization

Structure dashboards for readability and insight, using filters, visual hierarchy, and drilldowns by campaign, product, or audience.

5

Data QA & Automation

Automate data refreshes and error detection. Establish naming conventions, source-of-truth metrics, and governance for clean reporting.

6

Insight Generation & Optimization Loops

Translate dashboard data into insight summaries and recommendations for performance improvement, delivered in weekly or monthly recaps.

What We Deliver

KPI Blueprint

KPI Blueprint

Defined metrics by funnel stage, platform, and role—aligned to business goals and campaign objectives.

Connected Dashboard Infrastructure

Connected Dashboard Infrastructure

Automated dashboards built across GA4, ad platforms, CRM, and ecommerce tools—centralized in one reporting environment.

Custom Visual Design

Custom Visual Design

Intuitive layouts with clear callouts, trend visualizations, and channel-level performance.

Error-Free Data Pipeline

Error-Free Data Pipeline

Data QA and transformation workflows to ensure clean inputs and reliable outputs.

Ongoing Reporting & Insights

Ongoing Reporting & Insights

Weekly/monthly performance recaps with key findings and optimization recommendations.

Executive & Tactical Views

Executive & Tactical Views

Tailored dashboards by audience—C-suite overviews, channel owner detail, and sales pipeline tracking.

How We Work

Audit & KPI Planning

Audit & KPI Planning

Review current reports, define success metrics, map data sources, and identify reporting gaps.

Build Phase (30-45 Days)

Build Phase (30-45 Days)

Connect platforms, clean data, and design dashboards. Create user-specific views and automation workflows.

Ongoing Support

Ongoing Support

Refine dashboards based on business changes, add new data sources, and deliver consistent insight summaries.

Connect data, visualize performance, and scale smarter with tailored KPI reporting.