Define the reporting view
Agree metric definitions, filters and comparison periods. Give each section a clear question, such as lead quality, channel efficiency or sales progression.
Marketing Dashboards
Bring the right numbers into one useful view.
Build reporting around the decisions your team makes, with visible definitions and source limitations.
Prices cover the listed scope. Additional work and external costs are quoted separately.
A practical approach
Build a dashboard around decisions, not widgets.
Start with the questions the team needs to answer, then connect the smallest set of useful and reliable measures.
Explain freshness and coverage
Record source refresh intervals and any missing data. Dashboard connectors can have different freshness settings, so a live-looking chart may not be real time.
Make review repeatable
Reconcile key totals with source reports and document the owner. Add a practical review rhythm so findings lead to assigned actions.
Access, connector fees and refresh expectations are agreed before the dashboard is built.
Platform reference: Google Data Studio: data freshness
Marketing Dashboards
What we’ll deliver.
Build one marketing dashboard with up to three views, three supported sources and ten agreed metrics.
- Weekly reporting is copied between tools.
- Different teams use different definitions.
- A dashboard looks polished but does not answer a business question.
Specify the management views
Choose the decisions, ten metrics, date/source filters and intended users.
How we check it
Document the calculation, currency and time-boundary rules for each metric.
Connect supported data sources
Verify access and connector capability for up to three sources.
How we check it
Confirm required fields, refresh expectations and any paid connector costs.
Build and reconcile the dashboard
Create up to three views and compare reviewed totals with source records.
How we check it
Show stale or missing values explicitly and check that filters retain the correct definitions.
Train the reporting owner
Explain refresh behaviour, data gaps and how to investigate a discrepancy.
How we check it
Name the owner for connector failures and document ongoing upkeep responsibilities.
Your handover
Dashboard with filters and freshness labels, metric definitions, reconciliation checks and owner training.
Included scope and boundaries
- 1 dashboard with up to 3 views and 3 supported sources
- 10 agreed metrics
- date/source filters
- freshness/missing-data labels
- reconciliation checks
- 1 training session
Outside this scope: Paid connectors, warehouse engineering, unlimited metrics and real-time guarantees
Scope and investment
Plan the work and the budget together.
$750 – $2,000 / dashboard build
2–3 weeks after access
Additional costs
Optional upkeep $100 – $300 / month; connectors separate
What changes the cost?
Refresh frequency, joins and source access determine final scope
Working with your budget
If the full scope is beyond your budget, we’ll prioritise the most useful work and agree a smaller first phase with you.
What we need from you
- Decisions
- sources
- refresh expectations
Share what is available. We’ll identify any missing access or inputs during scoping.
Published prices apply to the listed scope. Deliverables, timing, revisions and external costs are confirmed before work starts.
View a delivery checklist for this service
A dashboard view and filter specification
An illustrative delivery approach to help you review the scope. This is a planning example, not a client case study.
| Stage | Example work | Acceptance or decision |
|---|---|---|
| Acquisition view | Review spend and enquiries by agreed source and date range. | Use consistent date boundaries and show source freshness. |
| Quality view | Filter enquiries by qualification state and service requested. | Keep unknown/unreviewed records visible. |
| Outcome view | Review matched sales and unresolved opportunities. | Explain currency, attribution limits and any delayed source updates. |
View illustrative platform examples
Tools and delivery
Platform examples
Illustrative platform screens show the type of work and reporting. These are not client results.
Looker Studio
Marketing overview dashboard
Connect channel activity, enquiry quality and spend in one reporting view.
Google Analytics 4
Traffic acquisition by channel
Compare acquisition channels using the same date range and event definitions.
Google Analytics 4
Purchase funnel exploration
Follow the steps from product discovery through checkout and purchase.
HubSpot
Lead ownership and deal pipeline
Give each enquiry an owner, a next action and a clearly defined stage.
Optional delivery walkthroughs · illustrative
Project walkthroughs
All project walkthroughsFrom idea to something you can inspect.
Explore eight illustrative projects, from the initial brief to delivery and acceptance. Businesses and data in these walkthroughs are fictional.
Analytics and reporting
Northstar Retail Collective
One set of definitions behind the marketing report.
Illustrative project
Explore the walkthroughCompare related services
- Fix event measurement
Implementation and validation.
- Connect leads to outcomes
Source capture and CRM reconciliation.
- Decide what to measure
Definitions, sources and a report prototype.
Before you decide
Questions worth asking.
Can I see the dashboard, and will it work with my data?
The dashboard build covers three views, up to three sources, ten agreed metrics and useful filters. The platform images below are illustrative; they are not connected to your accounts. Start with the metric and filter specification, then confirm source access, connector costs and refresh behaviour before building a working dashboard for your data.
Which data sources can be included?
Select the exact advertising, analytics, CRM or operational sources and verify their access methods and subscription requirements. A proposed connector must be checked for the fields and refresh frequency you actually need.
What if a number is missing or stale?
Show source freshness and explain unavailable values rather than converting missing data to zero. Define reconciliation checks and an owner for connector failures. Ongoing upkeep and paid connectors are separate from the build.
What is the starting budget and what is separate?
$750 – $2,000 / dashboard build. Optional upkeep $100 – $300 / month; connectors separate These are published USD prices. The written quote must state the complete cost, payment schedule and applicable taxes.
When can the work begin and what do you need from me?
2–3 weeks after access. To scope the work, prepare: Decisions; sources; refresh expectations. The schedule starts after the required access, inputs and approvals are ready.
How are revisions, extra work and support agreed?
Use the listed deliverables and exclusions as the starting point. The quote must state acceptance checks, review rounds, payment stages, cancellation arrangements and any ongoing support. Requested additions need an agreed cost and schedule before implementation.
Getting started
Keep exploring
Your next useful step.
Start with the right questions
Plan my projectLet’s scope your next step.
Tell us where you are, what needs to change, and what success would look like for your business.