See Everything. In One Place.

Your ads, CRM, website and conversions. All in one dashboard. Real-time. Clear. Actionable. No more jumping between tools.

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All your data in one view Real-time updates Custom KPIs

The Problem

You're running ads. Tracking leads. Closing deals. But when someone asks 'how are we doing?' it takes an hour to figure it out.

  • Data lives in 5 different tools. Nobody has the full picture.
  • Reporting takes hours. By the time it's done, it's out of date.
  • No clear connection between ad spend and closed revenue.
  • Can't tell which channels are actually working.

Without visibility, you're flying blind. You keep spending on things that don't work and underinvest in things that do.

What if you could see everything that matters in one dashboard? Updated in real-time. Clear enough to make decisions.

The Unified Performance View

A custom dashboard that pulls data from your ad platforms, CRM, website analytics and conversion tracking. Shows your most important KPIs in real-time.

1

Data Connected

We connect your ad platforms, CRM and analytics. All feeding into one place.

Deliverable: Data integration

2

Dashboard Built

Custom visualisations for your key metrics. ROI, lead velocity, conversion rates.

Deliverable: Custom dashboard

3

Insights Delivered

See what's working. Make data-driven decisions. Stop guessing.

Deliverable: Actionable insights

Traditional Approach Our Approach ROI Impact
Manual spreadsheet reporting Automated real-time dashboard 10+ hours saved weekly
Siloed data in separate tools Unified single view Full visibility
Lagging weekly/monthly reports Real-time updates Faster decisions

Everything Included

Dashboard Design

$3,500

Custom layout for your specific KPIs and metrics

Data Integration

$2,200

Connect ads, CRM, analytics and conversion tracking

Custom Visualisations

$1,500

Charts, graphs and tables that tell the story

Ongoing Maintenance

$950/mo

Data accuracy monitoring and updates

Total Value

$7,200 setup + $950/mo

Your Investment

$4,000 setup + $750/mo

You Save: $2,600 in first year

Results You Can Expect

One Source of Truth

Everyone on the team sees the same numbers.

Make Faster Decisions

Real-time data means you can pivot quickly.

Prove ROI

Connect ad spend to closed revenue. Know exactly what's working.

One client discovered 60% of their closed deals came from one campaign they were about to pause.

Save Hours Every Week

No more pulling data from 5 tools into a spreadsheet.

How It Works

1

Discovery

Week 1

We learn what metrics matter most to you and audit your data sources.

KPI definition Data source audit Dashboard wireframe
2

Integration

Week 2

We connect all your data sources and validate data quality.

Data connections Data validation Quality checks
3

Build

Week 3

We build your custom dashboard with all visualisations.

Dashboard build Visualisation design User access
4

Launch

Week 4+

Go live with training and ongoing monitoring.

Team training Documentation Ongoing support

Our Guarantee

If you don't see a fully functional dashboard showing your key KPIs within 30 days, we'll refine until it shows exactly what you need.

What we need from you:

  • Have data in trackable platforms (ads, CRM, analytics)
  • Define your key KPIs upfront
  • Provide platform access

Is This Right For You?

Great Fit If...

  • You're spending on ads and want to prove ROI
  • You have data in multiple tools
  • Leadership needs regular visibility
  • You want to make data-driven decisions

Not Right If...

  • No ad spend or limited data sources
  • Fewer than 20 leads per month
  • Not ready to share platform access

Investment

Setup

$4,000

One-time

Monthly

$750

Ongoing

Typical ROI: Immediate clarity

Client Results

Marketing Agency

Saved $8K/Month by Cutting Underperforming Campaigns

Challenge

Running campaigns across multiple platforms. No clear view of which were actually driving revenue.

Solution

Built unified dashboard connecting Meta, Google, CRM and website analytics.

Metric Before After
Reporting Time 8 hrs/week 10 mins
Wasted Ad Spend $8K/month Eliminated
Decision Time Weekly Real-time
"We found thousands in wasted spend within the first week. The dashboard paid for itself in month one."
- Tom Bradley, Managing Director, Digital First Agency

Frequently Asked Questions

What platforms can you connect?
Meta, Google Ads, LinkedIn, HubSpot, Salesforce, Pipedrive, Google Analytics and more.
How often is the data updated?
Real-time or near real-time depending on the data source.
Can multiple people access it?
Yes. We set up access for your whole team.
What if we add new data sources later?
We can add new integrations anytime for an additional fee.
Can we customise it ourselves?
Yes. We provide training so you can make adjustments.

Ready to Get Started?

Book a strategy call. We'll show you exactly how this works for your business.

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