01
Data source connections
We connect Google Ads, Meta Ads Business Manager, LinkedIn Campaign Manager (where active), and GA4 as the primary data sources. For Shopify accounts, we connect Google Merchant Center and Shopify order data to provide the reconciled revenue view that resolves the attribution conflict between platforms. For B2B accounts, we connect your CRM — HubSpot, Salesforce, Zoho, or similar — to bring pipeline and deal data into the reporting layer.
02
Dashboard build in Looker Studio or Databox
The primary dashboard is built in Looker Studio or Databox depending on your team's existing stack and stakeholder preferences. For Canadian clients using Databox for other reporting functions, the paid reporting dashboard is built within that environment so stakeholders have a single reporting destination. For clients without an existing reporting tool preference, Looker Studio is the default — it is free, widely accessible, and produces board-ready output.
03
PIPEDA-compliant data pipeline
The data connections and aggregation logic are designed to comply with PIPEDA requirements. Personal data from your CRM is handled in a way that respects consent obligations — we do not create reporting pipelines that aggregate individual-level personal data without appropriate consent documentation in place. Where CRM integration involves personal data fields, we work with your team to confirm the consent basis and document the data flow for compliance records.
04
Weekly and monthly automated reports
Automated weekly report summaries are delivered on a set schedule — Monday morning by default — covering spend pacing, CPA by channel, lead volume, and any significant performance changes from the prior week. Monthly reports provide the full picture: spend versus budget, pipeline contribution by channel, Shopify or CRM-reconciled revenue, and a channel comparison view. Both are delivered as scheduled exports without manual preparation.
05
Shopify revenue reconciliation (e-commerce)
For Shopify-based accounts, we build the reconciliation layer that connects actual order revenue from Shopify to the attributed revenue figures from Google Ads and Meta. The dashboard shows what each platform is claiming, what Shopify actually recorded, and the gap — giving you an accurate per-channel ROAS figure that neither platform can produce on its own.