Service · Analytics & Reporting
Bring ad spend, calls, forms and connected sales data into a client portal. Look across channels and locations, understand what each metric means and use the same numbers to decide what comes next.
Real screens from our client portal, with the decisions and workflows they support.
The dealership view brings calls, forms, chat activity and Google Ads performance together, with location totals that help the team compare the two stores.
Find the area that needs attention, then move into the detail behind it.
The campaign view separates platform-reported conversions from tracked actions and breaks out the conversion mix. Calls, forms, store visits and directions are different signals.
Discuss a campaign using the actions it generated, without treating every conversion as a sale.
Example workflow
Review spend and tracked actions for the same period.
Investigate the campaign, location or source in question.
Compare available sales outcomes and choose the next test.
Bring supported advertising and website data together with clear date ranges and location filters.
Review calls, form submissions and captured customer requests with their available source information.
Connect supported CRM or job data so marketing conversations include downstream business outcomes.
Define the measures, attribution limits and refresh schedules your team needs to interpret the report.
Confirm account access, supported integrations and the data each system can provide.
Separate platform conversions, tracked leads and closed sales so the team reads the numbers consistently.
Use the portal to investigate questions and choose changes to budgets, pages or follow-up.
See the spend and activity behind each part of the marketing plan.
Compare marketing activity with available sales and job records.
Spend review time deciding what to change, with the source data in reach.
Take a closer look
Choose an industry, complete the short demo request and explore the sample business inside the portal.
20-minute intro call. We'll tell you what we'd build first.
