Service

Reporting & Analytics

Custom dashboards and attribution that connect marketing spend to closed revenue. Know what's working—on HubSpot, Salesforce, or any platform.

Your CEO asks "Which campaigns drive revenue?" You open a spreadsheet and start guessing.

You know marketing is working. Leads come in, some become customers. But when leadership asks for the connection between marketing spend and revenue, the best you can offer is educated guesses and activity metrics that don't prove impact.

We build reporting that closes that gap. Attribution that connects campaigns to closed deals. Dashboards that show what's working. Analytics that prove marketing's value in dollars—not just leads.

$2.4M

Avg Attributed Revenue Found

85%

Faster Report Generation

40%

Budget Reallocation Impact

100%

Executive Visibility

What We Build

Reporting that drives decisions

We build reporting on HubSpot, Salesforce, or your platform of choice—designed around the decisions you need to make, not generic templates.

Executive Dashboards

Give leadership real-time visibility into the metrics that matter—revenue, pipeline, and performance trends at a glance.

Revenue tracking
Pipeline health
Win/loss analysis
Forecast visibility

Marketing Attribution

Know exactly which campaigns drive revenue—not just leads—so you can double down on what works and cut what doesn't.

Multi-touch attribution
Campaign ROI
Source tracking
Revenue influence

Sales Performance Analytics

Track rep performance, pipeline velocity, and conversion rates to identify coaching opportunities and best practices.

Rep dashboards
Activity tracking
Stage conversion
Forecast accuracy

Customer Success Metrics

Monitor customer health, renewal risk, and expansion opportunities with purpose-built CS dashboards.

Health scoring
Churn prediction
Renewal pipeline
NPS tracking

Funnel Analysis

Understand where prospects drop off and which stages need optimization with detailed funnel visualizations.

Stage conversion rates
Time in stage
Drop-off analysis
Velocity tracking

Automated Report Delivery

Get the right reports to the right people at the right time with scheduled delivery and alerting.

Scheduled reports
Email delivery
Slack integration
Threshold alerts

Industry Expertise

Analytics built for your business model

Different industries have different metrics that matter. We build reporting around your specific KPIs and business model.

Healthcare & Life Sciences

Track patient acquisition cost by source, provider referral performance, and marketing attribution across long consideration cycles while maintaining HIPAA compliance.

Patient acquisition cost
Referral source tracking
Provider performance
Compliance-aware reporting

Technology

Build multi-touch attribution for 6-12 month sales cycles, pipeline velocity tracking by segment, and accurate forecasting for complex enterprise deals.

Long-cycle attribution
Segment analysis
Pipeline velocity
Forecast accuracy tracking

B2B Services

Track MRR/ARR metrics, expansion revenue attribution, customer health scoring, and churn prediction with purpose-built SaaS dashboards.

MRR/ARR tracking
Expansion attribution
Customer health
Churn prediction

Our Process

How we build your analytics

A structured approach that starts with understanding your questions—not jumping straight into dashboards.

Requirements Discovery

Understand what decisions you need to make and what data you need to make them.

Data Audit

Assess data quality, identify gaps, and plan any cleanup or enrichment needed.

Dashboard Design

Design dashboards around your specific questions, not generic templates.

Build & Validate

Build reports and dashboards, validate data accuracy, and iterate based on feedback.

Case Study

Proved $2.4M in Marketing Attribution

Healthcare Tech Company

Challenge

CMO couldn't prove marketing's revenue impact to the board. Budget was at risk. Marketing was generating leads, but the connection to closed deals was invisible.

Solution

Built multi-touch attribution model connecting marketing activities to closed-won deals across their 6-month average sales cycle. Created executive dashboard showing marketing-sourced vs. marketing-influenced revenue with full transparency.

Result

Proved $2.4M in marketing-sourced revenue that was previously unattributed. Marketing budget increased 40% the following quarter. CMO now presents attribution data at every board meeting.

$2.4M

Revenue Attributed

40%

Budget Increase

6 mo

Attribution Window

100%

Board Visibility

Common Questions