Connect every data source into one custom dashboard

Your sales, marketing, operations and finance data sits in separate tools. We connect it, clean it and turn it into dashboards that show what no single tool can.

A CRM knows the deal, an ad platform knows the click, a finance system knows the payment, and spreadsheets hold the rest. On their own, none of them tells the whole story. Joined together, they show how customers find you, where work stalls and what each channel earns.

Where the data can come from

  • Sales and CRM
  • Revenue operations
  • Marketing and ads
  • ABM and intent data
  • Partner and reseller programmes
  • Affiliate networks
  • Web analytics
  • Social media
  • Finance and payments
  • Operations and project tools
  • Customer support
  • Surveys and research
  • Property and investment data
  • Industry and third-party data
  • Spreadsheets
  • And more
  • Clean
  • Match
  • Enrich
  • Sort
  • Score
  • Rank
A handful of sources or dozens: the method is the same.

What happens to it

  1. Audit and map

    We find out where each piece of data lives, how it’s used and where the trail breaks.

  2. Connect

    Each source is linked one way or both ways, so every tool stays up to date.

  3. Clean and standardise

    Duplicates are merged, records matched across tools and formats fixed, so each person or account appears once.

  4. Process

    Formulas, scoring, benchmarks and calculations are applied, with AI used to classify or summarise where it helps.

  5. Show it

    Custom dashboards are built for the people who make decisions, refreshed automatically.

  6. Send it back

    Results go to the tools that act on them, such as conversions to ad platforms or scores to the CRM.

Custom dashboards for the numbers no single tool can give you

Leadership dashboard

Blended cost per customer

$1,840

all ad spend and tool costs ÷ new paying customers, by channel

Payback period

6.1 months

months for a new customer’s revenue to cover what it cost to win them

Lead-to-cash time

46 days

days from first touch to first payment

Revenue at risk

$128k

value of accounts flagged by the account health score

ChannelSpendPipeline influencedNew customersLifetime value to costPayback (months)
LinkedIn Ads $48.0k $620k 22 4.4× 7.3
Google Ads $36.0k $410k 26 6.9× 4.6
YouTube $14.0k $140k 6 4.1× 7.8
Partners $22.0k $380k 18 7.9× 4.1
Email $9.0k $210k 14 14.9× 2.1
Events $26.0k $290k 9 3.3× 9.6

Customer journey funnel

  1. First touch 2,400

  2. −64%9 days

    Engaged 860

  3. −64%6 days

    Sales call 310

  4. −46%11 days

    Proposal 168

  5. −42%14 days

    Won 98

  6. −3%6 days

    Paid 95

Cohort conversion heatmap

Months to first purchase
Sign-up month123456
05/26 8%14%19%22%24%25%
06/26 9%15%20%23%25%
07/26 7%13%18%21%
08/26 10%16%22%
09/26 11%18%
10/26 12%

Forecast against actual

  • Revenue forecast
  • Actual revenue

Account health

AccountHealth scoreProduct usageOpen support ticketsOverdue invoicesRenewal dateValue
Northmere Logistics 88 92% 1 0 14/03/27 $96k
Fernhill Dental GroupAt risk 42 31% 6 2 19/12/26 $74k
Calder & Rowe 81 85% 2 0 02/02/27 $72k
Brightwell Studios 76 78% 0 1 30/06/27 $58k
Quayside ClinicsAt risk 37 24% 4 1 05/01/27 $54k
Oakhaven Lettings 64 61% 3 0 08/05/27 $41k

  • Leadership dashboard: revenue, spend, pipeline and margin on one page.

  • Analytics dashboard: traffic, engagement and conversion across every channel.

  • Marketing attribution dashboard: spend, sign-ups, customers and cost per customer, by channel and campaign.

  • Partner and channel dashboard: deals, opportunities, MDF budget utilisation, joint campaigns and target accounts shared with partners and resellers, seen from both sides.

  • Affiliate dashboard: clicks, sign-ups, revenue and payouts by affiliate, channel and campaign.

  • Customer journey dashboard: each person’s path from first touch to payment and renewal.

  • Account dashboard: one view of each client across sales, marketing, support and finance.

  • Sales and pipeline dashboard: deals by stage, time in stage and forecast from live data.

  • Operations dashboard: workload, turnaround times and where work stalls.

  • Finance dashboard: sales, payments and invoices reconciled, with overdue accounts flagged.

  • Benchmark dashboard: your own data compared across clients, regions or sectors.

Every sale traced back to the channel that earned it

One common case: visitors move between a website, a checkout and a community platform, and the trail breaks on the way. Sales go uncounted, sources disappear, and ad platforms optimise on clicks because they never hear about the sale.

We fix the tracking at the source and join every sign-up and payment to one contact record. Each record shows where the person first came from and when they reached each stage. Results go back to Meta, Google Ads, TikTok and LinkedIn, only where the person consented. Once every stage is dated, the dashboard shows what share of sign-ups become customers and which channels produce the ones that pay. That tells you what a lead is worth.

Some of the data sources we work with

CRM and sales

  • HubSpot
  • Salesforce
  • Pipedrive
  • Zoho CRM
  • Microsoft Dynamics 365
  • Close
  • Apollo

Marketing and ads

  • GA4
  • Google Ads
  • Meta Ads
  • LinkedIn Ads
  • TikTok Ads
  • Microsoft Advertising
  • Google Search Console
  • YouTube
  • Mailchimp
  • Klaviyo
  • ActiveCampaign
  • Brevo

Partners and affiliates

  • PartnerStack
  • Crossbeam
  • Impartner
  • Impact.com
  • Rewardful

Finance

  • Stripe
  • Xero
  • QuickBooks
  • Sage
  • PayPal
  • GoCardless
  • Chargebee

Operations and projects

  • Asana
  • ClickUp
  • monday.com
  • Jira
  • Notion
  • Airtable
  • Google Sheets

Support

  • Zendesk
  • Intercom
  • Freshdesk

Agencies

  • Harvest
  • Float
  • Teamwork.com
  • Productive

Surveys and research

  • SurveyMonkey
  • Qualtrics
  • Typeform
  • SmartSurvey
  • Alchemer
  • QuestionPro
  • Jotform

Third-party data

  • Companies House
  • Crunchbase
  • ATTOM

Property management

  • Buildium

What you get

  • Every source connected, with the data cleaned and kept in sync.
  • The processing and calculations your reporting depends on, built in.
  • Custom dashboards for leadership and for each team that needs them.
  • Results sent back to the tools that act on them.
  • Documentation on how every part works.

Book a process call.

30 minutes, a prioritised list, no obligation.

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