We start by understanding your KPIs, data sources, target audience (internal team vs. clients), and monthly goals. We review any existing dashboards, spreadsheets, or reports to identify what to keep and what to replace.
We connect GA4, Google Ads, YouTube Analytics, and any additional sources. We verify data integrity before building any charts.
We plan the page structure: which metrics live on which page, which filters apply globally vs. per section, and how date ranges and comparisons should behave across the dashboard.
We create all visualisations: scorecards, line charts, bar charts, funnels, gauge charts, tables, and maps. Where needed, we write custom calculated fields (e.g., Lead-to-Call Conversion Rate, Attributed Revenue formulas, Rolling Week averages).
We walk you through the dashboard, explain every metric and chart, and incorporate your feedback. This stage ensures the final output matches how your team actually thinks about performance.
We share the dashboard with your team (view or edit permissions), document all data sources and calculated fields, and provide a brief guide to navigating the report.
We monitor data source health, update dashboards as your KPIs or reporting needs evolve, and expand coverage when you add new channels or integrate new data sources.