How a Custom Marketing Dashboard Helped Sign Two New Clients in the First Month

Building a centralized reporting system with automated P&L, marketing, and social data

Maverick Business Solutions came to us with reporting spread across multiple tools, spreadsheets, and platforms. They needed a way to pull everything into one place so they could understand performance faster and present clearer results to their clients. Their profit and loss data lived separately from their marketing and social media data, which made it difficult to see the full picture or create consistent reporting across the five clients they were managing.

We built a custom Google Sheets operating system connected to automated dashboards in Looker Studio. All of their P&L data, marketing metrics, and social media insights now flow into a single source of truth. Everything updates without manual work, making reporting simpler and making it easier for them to show value to their clients. The combination of better clarity, cleaner data, and more polished reporting helped them sign two new clients in the first month of using the system.

Key improvements:

• Centralized marketing dashboard with automated updates

• Integrated profit and loss, marketing, and social data in one system

• Clean, consistent reporting for all five clients

• Time saved on reporting and manual data management

• Two new clients signed in the first month due to improved visibility and presentation

  
  

Maverick Business Solutions now runs all of their reporting through one streamlined operating system, giving their team and clients a clearer view of performance without the usual spreadsheet chaos.

Want to see if we can fix your attribution and build a system like this for your agency? Click here to learn more.