01
Source readiness review
Check the records, access permissions and definitions before choosing which supported source accounts to connect.
Marketing dashboard
Which marketing efforts are bringing in inquiries?
Bring available inquiry, booking and marketing information into three useful views, with clear definitions and visible gaps in the data.
A good fit
When this work can help.
For a coaching business with usable marketing and client records in several places that needs three consistent views of agreed questions, rather than a growing collection of disconnected reports.
What to bring.
- The proposed source accounts and access permissions, with an owner for each dataset. We confirm up to five supported accounts.
- Definitions for up to 15 agreed metrics across three views, including reporting windows, timezone and duplicate or cancellation rules.
- Available source tags, campaign links and client-reported sources, with missing data and refresh limits identified.
Built around your process
What we build together.
These are the inclusions in the fixed package. We confirm platform compatibility, implementation details and timing before accepting the work.
02
Up to five source accounts
Connect up to five supported source accounts. Confirm compatibility and each source’s available data and refresh limits before accepting work.
03
Three reporting views
Build three views around the questions you agree to review, such as inquiries, bookings and recorded source information.
04
Up to 15 agreed metrics
Define up to 15 metrics across the dashboard. Spending or revenue measures depend on usable underlying records; unknown sources remain visible.
05
Testing and reconciliation
Compare the connected figures with their sources, check reporting windows and document gaps, duplicate rules and refresh limits.
06
Dashboard training
Walk through the three views, explain the agreed metrics and show your team how to use the dashboard and recognize its limits.
Useful reporting starts with usable records.
The fixed package includes up to five supported source accounts, three views and up to 15 agreed metrics, with testing and training. Additional sources or larger changes need a separate scope.
The preview uses invented values to demonstrate one possible view. It is not a client result, a forecast or evidence of improved performance. The three final views reflect the questions and metrics agreed for your business.
Recorded sources do not provide complete attribution. Untracked visits, missing tags, inconsistent date windows and duplicate records can prevent a full connection between marketing and sales. Unknown sources stay visible. Refresh timing depends on each platform, and spending or revenue measures require usable records.
Illustrative dashboard · invented data
Know what to ask of your numbers.
Illustrative data only: one fictional reporting month. These numbers demonstrate a reading pattern, not client results or a promised dashboard configuration.
Inquiry and booking overview
Sample data · not connectedUnique inquiry records in this example window.
A booking is not proof of attendance or a sale.
Missing source information remains visible.
Reported source of inquiry
04 · Recorded labels are not complete attribution. A person may have encountered several channels.
Turn a view into useful questions.
- Which inquiries need a personal next step?
- Which inquiry records have a booking, and which are still unresolved?
- What do we actually know about where new clients found us?
- Where should we improve source recording before comparing channels?
A clear path forward
Understand it.
Build it.
Put it to work.
- 01
Check source readiness
Review the proposed accounts, access and usable fields. Confirm compatibility before accepting the work.
- 02
Define the three views
Agree on up to 15 metrics across the dashboard, their definitions and the questions each view answers.
- 03
Connect and test
Connect up to five supported source accounts, reconcile sample totals and document missing records, refresh schedules and limitations.
- 04
Explain the finished dashboard
Train your team to read the three views and recognize what the data cannot establish. Explain the existing support terms.
A few useful details.
How accurate is attribution?
Attribution depends on the quality and completeness of your source data. We connect what is available and make the limitations clear, rather than presenting incomplete data as certainty. This package does not promise complete attribution or proof that a channel caused a sale.
How often does the dashboard update?
Refresh rates vary by data source and integration. The supported update schedule is agreed as part of the build.
What does ongoing support cost?
Support is $100 per incident for changes or troubleshooting. New data sources or larger changes may require a separate scope. Any third-party platform costs are confirmed before the build.
Let’s find the right starting point.
Tell us what you need, or get in touch directly.