Build Reports That Drive Action—Not Confusion
Marketing Performance Reporting & Dashboards
We help B2B teams create accurate, automated, and actionable performance dashboards. From data ingestion to KPI alignment, we bring clarity to your reporting stack—so your team can make better decisions, faster.
The best dashboard is the one
your team actually uses.
What’s Included: End-to-End Marketing Reporting Strategy
Move from manual, messy spreadsheets to automated real-time dashboards aligned to your goals.
We design reporting systems that go beyond just visuals—they connect the dots between your campaigns, CRM, and business outcomes. Our team ensures that every report is tied directly to your KPIs, sales motion, and GTM strategy.
What’s Included: End-to-End Marketing Reporting Strategy
Map real opportunities to actual impact.
Here’s how we make it happen:
🧩 KPI Definition & Reporting Blueprint
We begin by identifying the metrics that matter most—and building a blueprint to tie them into your funnel and board-level metrics.
🧭 Campaign & Channel Metadata Mapping
Ensure every campaign and touchpoint is structured properly to support multi-touch attribution and funnel reporting.
🔁 Data Ingestion Workflows & Automation
Set up automated pipelines that bring data in from CRM, MAP, ad platforms, CMS, and third-party tools—without manual exports.
🖥️ Custom Dashboards & Reporting Infrastructure
Design dashboards for marketing, sales, ops, or exec teams—organized by funnel stage, content type, source, and buyer journey.
🧼 Data Hygiene & Metadata Normalization
We clean, unify, and map data across systems—ensuring accurate campaign names, UTM values, funnel stages, and fields.
📚 Want help building dashboards that deliver answers, not more confusion?
Explore our Advanced Analytics & Attribution Services
Your team should spend less time pulling data and more time acting on it.
Marketing Should Be the Most Data-Driven Team in the Org
Better visibility = faster growth and better decisions.
Without proper reporting, marketing loses credibility, visibility, and momentum. We help teams build reporting foundations that enable performance clarity and revenue acceleration.
What You’ll Unlock:
✔ Aligned KPIs across GTM teams
✔ End-to-end funnel visibility
✔ Consistent campaign & source tracking
✔ Trustworthy dashboards for marketing, sales, and execs
📚 Need help launching or optimizing your reporting stack?
Explore our Martech Stack Integration & StrategyServices
We Work With Your Existing Stack—or Help You Build One That Works
Launch, scale, or optimize. We make your tools talk to each other.
Our team works across all major data visualization tools and platforms. Whether you’re scaling a system like Tableau or need help standing up your first Looker dashboard, we’ll support the process end to end.
What We Support:
✔ Native integrations & connectors to common GTM platforms
✔ Custom SQL or API-based connections for advanced workflows
✔ Real-time data refreshes & attribution syncing
Visualization Platforms We Support:
✔ Tableau – For enterprise-level visualizations
✔ Looker / Looker Studio – For customizable GTM dashboards
✔ Datorama (Salesforce Intelligence) – For multi-channel campaign reporting
✔ Power BI – For Microsoft-based data infrastructure
✔ HubSpot / Salesforce Reporting – For native CRM analytics
✔ Google Sheets + Supermetrics – For scrappy & scalable teams
✔ and more
AI That Analyzes Your Data—Before You Even Ask
Integrate smart models that give you marketing insights in real-time.
We help clients embed OpenAI, Claude, and local LLMs into their dashboards via MCP servers and prompt-driven workflows—so they can ask questions, generate reports, or spot trends instantly.
Popular Use Cases We Help Implement:
✔ AI-generated competitive and trend analysis based on live CRM data
✔ Natural language queries like “Show underperforming campaigns by CPL”
✔ AI-generated competitive and trend analysis based on live CRM data
Prompt Examples:
✔ “Summarize my pipeline by channel for the past 90 days. ”
✔ “What are the highest-performing campaign assets this quarter? Also show a breakdown of this same data based on channel, another by audience, and another by targeting strategy. Include name of asset, link to asset, campaign, campaign_id, and all primary performance KPI metrics.”
✔ “How did our webinar campaign impact opportunity creation? Give the results by sales stage. Use a halo of up to 45 days after the webinar for attributed impact.”
Project Snapshot: Marketing Reporting Rollout
Here’s what a standard project looks like
✔ Company Type: B2B SaaS, Marketing Ops, or Growth-Stage Tech
✔ Engagement Type: Reporting Framework, KPI Alignment, AI-Enabled Reporting
✔ Focus Areas: Data Structure, Attribution, Platform Integration
✔ Internal Teams Involved: RevOps, Marketing, Demand Gen, Sales, Execs, Mar
✔ Timeline: 4–6 Weeks
✔ Deliverables: KPI & Funnel Blueprint, Data Hygiene Audit, Campaign Source Mapping, Custom Dashboards (Tableau, Looker, Datorama), AI Prompt Library for Insights
Ready to Finally Trust Your Marketing Data?
Let’s build reporting that aligns to your GTM goals, empowers your team, and shows the full-funnel impact of your marketing efforts. Whether you’re optimizing your CRM fields, mapping attribution, or embedding AI—we’ll bring the strategy, structure, and execution.