01
Report Specification
We define what metrics matter, how they connect to business outcomes, and how attribution will be handled across your specific sales cycle. This means agreeing on attribution model (first touch, last touch, linear, or position-based), pipeline stage definitions, conversion events, and how offline conversions are captured. For companies with board-reporting requirements, we align the report specification to the metrics your board or executive team expects — revenue by channel, cost per acquisition, pipeline coverage ratio, and similar.
02
Data Source Connections
We connect Google Ads, Meta Ads, LinkedIn Ads, and GA4 to the reporting layer. For CRM, we connect Salesforce or HubSpot via native connectors or API, pulling opportunity stage, deal value, close date, and lead source through the full pipeline. For companies with high data volumes — large Salesforce instances, high-frequency campaign data — we build a BigQuery layer between the source data and the Looker Studio dashboard, so reporting is fast and does not hit connector row limits. Call tracking is connected where in place.
03
Dashboard Build
We build the reporting dashboard in Looker Studio, with BigQuery as the data warehouse for larger data environments. The board-ready view shows spend, pipeline generated, cost per acquisition, win rate by channel, and revenue attribution — formatted for an executive audience. The operational view shows campaign-level detail for the marketing and demand generation team. Both views pull from the same underlying data layer.
04
Automated Email Delivery
Reports are delivered automatically to the stakeholders who need them — weekly operational reports to the marketing and demand generation team, monthly board-ready summaries to the executive team and CFO. Delivery schedules and recipient lists are configured during setup and can be adjusted as team structures change.
05
Weekly and Monthly Report Templates
Two report templates are included: a weekly performance report covering spend, pipeline generated, cost per lead by channel, and lead quality metrics for the team; and a monthly board-ready summary covering total spend, revenue attributed, cost per closed customer, pipeline coverage, and channel contribution. The board-ready template is formatted to be included directly in a board deck without reformatting.