01
Data source connections
We connect all active paid channels — Google Ads, Meta Ads, LinkedIn Ads, and Microsoft Ads where relevant — alongside GA4 and your CRM. Where call tracking is in place (CallRail, ResponseTap, or similar), we include that data source. Each connection is set up to pull at the correct refresh cadence so the dashboard is always current without manual intervention.
02
Dashboard build in Looker Studio
We build the primary reporting view in Looker Studio — the most widely used paid reporting platform for UK businesses and the one best suited to sharing with board members, agency partners, and senior stakeholders. The dashboard is structured around the metrics that matter at each level: spend and impression share at the channel level, CPA and lead volume at the campaign level, pipeline value and cost per closed customer at the business level.
03
Weekly and monthly report templates
We configure automated weekly and monthly report snapshots that are delivered to nominated recipients on a set schedule. Weekly reports surface channel-level performance shifts, spend pacing, and CPA movement. Monthly reports provide the full picture — spend versus budget, pipeline contribution by channel, lead quality trends, and a channel comparison that allows budget allocation decisions to be made on current data.
04
CRM and pipeline integration
Where your CRM is connected, we pull lead status and deal stage data into the dashboard so you can see — by channel and campaign — not just how many leads were generated but what proportion progressed to qualified, proposal, and closed. This is the connection most reporting setups do not make. It is also the connection that changes how budget decisions get made.
05
Lead quality and call tracking integration
If you use call tracking, we include call volume, duration, and outcome data alongside web form conversions so the total conversion picture is visible in one place. Lead quality scores from your CRM — where they exist — are connected so that channels driving low-quality leads are visible alongside channels driving high-value pipeline.