Campaign dashboards
Spend, leads and cost per lead by campaign and channel, in one view that updates on its own.
Reporting & dashboards
See the whole journey, from click to closed job.
Ad platforms report clicks. Your CRM knows who became a customer. We bring them together, so you can see which campaigns produce real conversations, where leads stall in your pipeline, and what to do about it — without logging into five different tools.
What's included
What we take off your plate.
Pipeline dashboards
Leads by stage on a deal board — new, contacted, quoted, won — so bottlenecks are obvious.
Scheduled summaries
A regular email recap of what happened, sent to whoever needs it, on the schedule you choose.
Threshold alerts
A heads-up when something needs attention: lead volume drops, a lead sits untouched, or spend runs ahead of plan.
Source tracking
Every contact tagged with where they came from, so reporting reflects real inquiries, not guesses.
Review sessions
Regular walk-throughs where we explain what the numbers mean and what we're changing because of them.
How it works
From first conversation to up and running.
- 01
Define what matters
We agree on the handful of measures that actually reflect progress for your business.
- 02
Connect sources
Campaigns, forms, calls and pipeline stages wired into one reporting view.
- 03
Set the rhythm
Summaries and alerts scheduled for the people who need them.
- 04
Review & act
We use the reports to decide what to change — that's the point of having them.
Who it's for
A good fit if you're…
- Owners who can't tell which marketing is working
- Marketing managers who report to leadership
- Teams juggling spreadsheets to track leads
- Businesses running several campaigns or locations at once
FAQ
Questions about reporting
Every engagement is scoped to your goals — talk to us for pricing.
Can I see the dashboard myself anytime?
Yes. You get your own login and can check dashboards whenever you like, in addition to the scheduled summaries.
What if our numbers don't look good?
Then we say so, explain why we think it's happening and what we're doing about it. Honest reporting is the only kind worth paying for.
Can alerts go to Slack?
Yes. Automations can notify Slack, send an email or assign a task when a threshold is crossed or a lead goes untouched.
Do you report on things outside our campaigns?
Dashboards can span the platform — pipeline, appointments, email, invoicing — so you can see more of the business in one place.
Works well with
Related services
Campaign strategy & planning
Who you're reaching, what you're offering, which channels carry it, and how every lead will be tracked.
Learn morePaid ads management
Google and Meta campaigns built, launched and optimized by us — scoped to your goals in a written proposal.
Learn moreLead capture & speed to lead
Forms, booking, a text and a call within 60 seconds, missed-call text-back, and an AI phone agent that answers and books.
Learn moreLet's talk about reporting for your business.
Every engagement is scoped to your goals — talk to us for pricing. We'll tell you honestly whether this is where you should start.