Reporting that tells you what to do, not just what happened.
Custom dashboards and cross-channel monthly reviews. A single live view that blends paid media, GA4, and revenue data, plus a written monthly review that cuts through platform-flattering metrics. For owners who've had enough of logging into five tools to answer one question.
- Custom Dashboards
- Monthly Reviews
- KPI Scoping
- Cross-Channel
- GA4 & Ads Data
Who this is for.
Operators who have the raw data but can't trust the report. Maybe the agency sends a slide deck once a month, full of platform screenshots, that nobody on the team can actually act on. Maybe there are five tools involved and nobody knows which number is right. Maybe the CFO asks for a number and it takes three hours to produce.
Also for owners who want a real-time view of the business they can open on a Tuesday afternoon without logging into anything. The dashboard sits on a bookmark; the monthly review sits in the inbox.
What you get.
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A live reporting dashboard Custom-built against the numbers that matter to your P&L, not a generic template. Paid media spend and performance, GA4 sessions and conversions, revenue from your commerce platform or CRM, all in one view. Maintained for as long as the engagement runs.
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Data connectors to what you use Google Ads, Meta Ads, TikTok Ads, Microsoft Ads, GA4, Shopify, WooCommerce, HubSpot, Salesforce, Mindbody, OpenTable, or whatever your stack includes. Direct connections where possible, ETL where needed.
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KPIs you'll actually use Metrics get scoped to what matters for your business, not a generic dashboard template. CAC, payback period, new vs returning revenue, channel contribution, AOV trends, whatever the P&L demands.
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A monthly written review Not a screenshot tour. A real written analysis of what moved, what didn't, and what to do about it. Sent before the month-end close meeting, not after.
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A running library of monthly reviews Every review stacks on the last. A year in, you have twelve pages of written context about what moved the business, what didn't, and why. Yours to keep, reference, and share, in whatever format works for you.
How the work runs.
Reporting engagements run on a short build phase followed by ongoing monthly maintenance.
What's yours, what's the engagement. The monthly written reviews are yours to keep, in whatever format you prefer. Your ad accounts, GA4, and CRM stay yours from day one. The live dashboard is a working tool, built and maintained as part of the engagement. When the engagement ends, the dashboard ends with it. No software to inherit. No lock-in.
Discovery & KPI mapping
What does the business actually need to see? Which numbers matter and which are noise? What's the decision cadence?
Connector setup
Data sources wired up, validated, reconciled against the source of truth wherever possible.
Build & review
Dashboard built, walked through with you, iterated against live data. Any gaps or definitional questions surfaced.
Monthly cadence
Written review, dashboard maintenance, connector monitoring. New metrics added as the business needs evolve.
Common questions.
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What's the dashboard built on?
A custom stack purpose-built for this work. The dashboard is part of the engagement, maintained for as long as the engagement runs. It's not a product you buy and it's not a subscription you inherit. If the specifics of the stack matter, I'll walk through them on the first call.
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Does it connect to a CRM or e-commerce platform?
Yes. Shopify, WooCommerce, HubSpot, Salesforce, Mindbody, OpenTable, and most common SMB platforms have direct connectors or a reasonable ETL path. The connections get scoped during onboarding.
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Can I engage for reporting without media management?
Yes. Reporting is a standalone service. A number of clients engage me only for dashboards and monthly reviews while running their media in-house or with another agency.
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How long does it take to build the dashboard?
Typically two to three weeks. First week is discovery and connector setup, second is the build, third is review and iteration against real data. After that it's monthly maintenance.
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Who owns the dashboard when the engagement ends?
The dashboard is part of the engagement, not a standalone asset. When the engagement ends, so does the dashboard. What stays with you: every monthly written review delivered, full access to every data source the dashboard pulled from, and all raw data in your own ad accounts, GA4, and CRM. The written reviews are the enduring artifact; the dashboard is the working surface for producing them.