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Digital Marketing

Dashboarding & BI for Marketing

Marketing dashboards and BI built for the way your team works.

Overview

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.

Fit Check

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
What's included

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
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

We interview stakeholders to map decisions, questions, and required views.

02

Design

We sketch dashboard layouts, define metrics, and align on success criteria.

03

Build

We construct dashboards, connect sources, and validate every metric.

04

Review

We walk stakeholders through dashboards and refine based on feedback.

05

Adopt

We train teams, set review cadences, and support ongoing changes.

What you get

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
Timeline

6 to 10 weeks for full build

Engagement

Monthly retainer, Project, Sprint

Tools we use

Looker Studio, Power BI, Tableau, BigQuery, Supermetrics

KPIs we track

dashboard usage, refresh reliability, metric consistency, time to insight, user satisfaction

Client stories

What clients say

"

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.

Kyle A.
"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Which BI tool should we use?
It depends on your team, budget, and existing stack. We work with the major tools and help you pick if needed.
Can you replace our spreadsheet reports?
Yes. Many engagements start by moving recurring spreadsheet reports into proper dashboards.
Do you build executive dashboards?
Yes. We design role-based views, from operator detail to leadership summaries.
How do you handle metric disputes?
We facilitate definitions up front and document them, so everyone reads the same numbers the same way.
Can you update existing dashboards?
Yes. We can audit, refactor, or extend what you already have rather than starting from scratch.

Want dashboards your team will actually use?

Talk with our BI team about building a dashboarding setup tailored to your stakeholders.