Decision dashboards

Approach

We start with the questions the team needs to answer each week. Then we bring the data together in a dashboard to decide which campaign, page or sales stage to review.

How we work

1. We agree on what to review each week, how many inquiries arrive, which move forward and where they stop.

2. We connect sources such as GA4, CRM, campaigns, forms, or operating sheets.

3. We show changes and alerts, with a person responsible for reviewing each one.

How this connects to your business

The dashboard brings together the data the team needs to review each week. We connect acquisition, campaigns, CRM, inquiry quality and follow-up to see where the work needs an adjustment.

What to define

We review campaigns, content and experiments alongside sales data. That shows which inquiries they generate, how those inquiries move through sales and what return they bring.

• ✓Where inquiries come from and which ones meet the sales criteria.
• ✓Which stage opportunities stop at and what we can do to follow up.
• ✓Which report helps us decide each week without checking ten tools.

Expected outcome

A report that brings together acquisition, conversion, follow-up and return to review what is working and what needs to change.