Dashboarding & BI for Marketing
Marketing dashboards and BI built for the way your team works.
What we deliver
We design and build marketing dashboards that consolidate sources, surface the right metrics, and support faster, clearer decisions.
We build marketing dashboards and BI environments that turn scattered data into a clear operating view. Our team works with your stakeholders to define what each role needs to see, then designs and ships dashboards that match those needs without clutter. We bring together ad platforms, web analytics, CRM, and product data into consistent views, with drill-down where it adds value and filters that match the way your team thinks. We focus on the small details that make dashboards useful, including consistent naming, agreed metric definitions, refresh schedules, and clear annotations for context. We also help teams move beyond one-off reports by building a shared BI layer that supports ad hoc questions without breaking existing views. The result is a dashboarding environment your team checks every week because it answers the questions that drive decisions.
Built for teams like yours
Who it's for
- B2B marketing teams scaling reporting
- CMOs needing executive views
- RevOps teams supporting multiple stakeholders
- Agencies reporting to multiple clients
- Companies replacing spreadsheet reporting
Pain points we solve
- Dashboards that nobody opens
- Inconsistent metrics across teams
- Slow data refresh and stale numbers
- Cluttered reports without clear focus
- Reports that cannot answer follow-up questions
Capabilities
Everything we cover in this engagement.
- Stakeholder interviews and requirements
- Dashboard information architecture
- Metric definition and governance
- Looker Studio and Power BI builds
- Data source integration
- Drill-down and filter design
- Refresh and reliability setup
- Training and adoption support
Our process
A clear, predictable path from kickoff to outcomes.
Discovery
We interview stakeholders to map decisions, questions, and required views.
Design
We sketch dashboard layouts, define metrics, and align on success criteria.
Build
We construct dashboards, connect sources, and validate every metric.
Review
We walk stakeholders through dashboards and refine based on feedback.
Adopt
We train teams, set review cadences, and support ongoing changes.
Deliverables & outcomes
What you get
- Stakeholder requirements summary
- Metric definitions and dictionary
- Production dashboards
- Connected data sources
- Refresh and access setup
- Adoption and training materials
Outcomes you can expect
- Higher dashboard adoption
- Faster weekly and monthly reviews
- Consistent metrics across the organization
- Better focus on the right drivers
- Less time spent in spreadsheets
What clients say
Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.
We had been prototyping an AI quoting agent for nine months and could not get it past demo quality. They came in, scoped a real eval set, swapped our retrieval layer, and added guardrails for the edge cases that kept burning us. Went live in seven weeks. It now handles 41 percent of inbound quote requests without a human touching them.
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ExploreFrequently asked questions
Quick answers to the questions we hear most.
Which BI tool should we use?
Can you replace our spreadsheet reports?
Do you build executive dashboards?
How do you handle metric disputes?
Can you update existing dashboards?
Want dashboards your team will actually use?
Talk with our BI team about building a dashboarding setup tailored to your stakeholders.