ServicesDashboards & Reporting

Know What Your Marketing Earns. Without Building Reports by Hand.

We build live dashboards and automated reports that pull your ad, CRM and sales data into one place, so you know which campaigns and leads turn into revenue.

Book a Free Strategy Call Get a Free Demo Build

Signs Your Reporting Needs Fixing.

  • Reports take hours and are out of date by the time they’re done.
  • Ad platforms, the CRM and sales numbers never match.
  • Nobody can say which campaigns bring in paying clients.
  • Clients or partners ask for numbers you can’t pull quickly.

What We Build.

Every dashboard is built around the decisions you make with it.

  • Lead & revenue dashboards

    One live view from ad spend to leads to booked calls to closed revenue, by source and by campaign.

  • Automated client reports

    Branded reports that build and send themselves on schedule, so your team stops assembling them by hand.

  • Data pipelines

    Your ad, CRM and sales data cleaned and combined in BigQuery or Google Sheets, ready for any dashboard.

  • Attribution & lead scoring

    Tracks which campaigns produce good leads, not just more leads, and feeds that back to your ad platforms.

Built with

  • BigQuery
  • Google Sheets
  • Meta Ads
  • Google Ads
  • Looker Studio

Results From Systems We Built.

  • 60+

    law firms

    Automated reporting and custom AI agents we built run for more than 60 law firms.

    Through a legal marketing agency

  • 60+

    clients, up from 44 in two months

    We helped a legal marketing agency grow from 44 to more than 60 clients in two months.

    Legal marketing agency

Get a Free Demo Build.

Tell us one thing you want automated. We’ll build a working demo around your business and walk you through it on a call, along with a fixed quote for the full build.

For example, we’ll build a demo dashboard with sample data shaped like yours.

  • Built around your business, using sample data
  • Walked through live on a 30-minute call
  • No account access or payment needed

We build a limited number of demos each week and review every request first.

See It Working Before You Pay.

  1. 1Free strategy callFree

    We learn your business and your tools, and find the automation that would make the biggest difference.

  2. 2Free demo buildFree

    We build a working demo of that automation and walk you through it on a call.

  3. 3Build and launch

    You get a fixed quote up front. Then we build, test and launch it in your accounts.

  4. 4Grow together

    We stay on as your team after launch. We keep it running, review the results with you and keep improving it as your business grows.

Questions, Answered.

Which dashboard tools do you use?

Looker Studio, Google Sheets and BigQuery for most builds, and custom web dashboards when a client needs something white-labeled. We work with what your team already opens.

Can you combine data from different platforms?

Yes. Ad platforms, call tracking, your CRM and sales data can all feed one dashboard, matched lead by lead.

How current is the data?

As current as the sources allow, from every few minutes to daily, depending on the platform.

Can our clients see the dashboards?

Yes. We build white-labeled client dashboards and automated reports that go out on schedule.

Still have questions? Ask them on the call.

Book a Free Strategy Call

From Our Insights.

Other services

Let’s Find Your Biggest Win With AI.

Book a free 30-minute strategy call. You’ll leave knowing the one automation that would make the biggest difference to your business.

  • A reply within 24 hours
  • You own everything
  • A fixed quote up front
  • No long contracts
Calendar not loading? Open it in a new tab.
Rather not book a time? Send us a note and we’ll respond within 24 hours.