See Your Marketing Performance at a Glance
Custom dashboards designed around your workflow, showing the metrics that matter most to your team—with training to ensure everyone feels confident using them.
Back to HomeWhat Custom Dashboards Provide
Imagine opening a single view that shows you everything you need to know about your marketing performance, updated in real time, without pulling data from five different platforms. That clarity is what well-designed dashboards deliver.
Real-Time Visibility
Your data updates automatically, so you're always looking at current information. No more waiting for reports or manually refreshing spreadsheets.
Unified View
All your marketing platforms in one place. Website analytics, email performance, advertising spend, social metrics—everything connected and coherent.
Built for Your Workflow
The layout, metrics, and views are designed around how your team actually works. Nothing generic or overwhelming—just what you need, organized the way you need it.
Team Confidence
Everyone on your team can access and understand the dashboards after our training sessions. Data becomes accessible, not intimidating.
The Challenge of Scattered Data
Your marketing data lives in multiple places—Google Analytics, your email platform, social media tools, advertising dashboards, maybe a CRM. Each has its own interface, its own metrics, and its own way of presenting information.
When you need to understand how things are going overall, you're left opening multiple tabs, exporting spreadsheets, and trying to piece together a coherent picture. It's time-consuming, and there's always uncertainty about whether you're looking at the right things.
What you need is a single source of truth—a view that brings everything together in a way that makes sense for your specific needs. That's exactly what custom dashboard design provides, and it changes how your team understands and responds to your marketing performance.
Our Dashboard Design Philosophy
We don't believe in cramming every possible metric onto a screen just because the data exists. Instead, we focus on what you actually need to know to make informed decisions. The result is clean, intuitive dashboards that show the story of your marketing performance clearly.
What Makes This Approach Work
Every element on your dashboard serves a purpose. We organize information by how you use it—maybe you need a quick overview for daily check-ins, detailed campaign breakdowns for weekly reviews, and trend analysis for monthly planning. We build views for each of these needs.
The dashboards update automatically as new data comes in from your connected platforms. You get current information without any manual work, and the visual design makes patterns and changes immediately obvious.
The Design and Implementation Journey
Creating dashboards that truly serve your team is a collaborative process. Here's how we work together to build something that fits your needs perfectly.
Discovery and Planning
We talk through how your team uses data now, what questions you're trying to answer regularly, and what would make your workflow smoother. This shapes the entire dashboard structure.
Design and Prototyping
We create initial dashboard layouts and mockups for your review. You get to see how information will be organized before anything is built, and we refine based on your feedback.
Integration and Setup
We connect all your data sources, configure the automated refresh schedules, and build out the complete dashboard environment. This includes setting up user access and permissions.
Training and Handoff
We conduct training sessions with your team, walking through how to navigate the dashboards, interpret what you're seeing, and use the tools effectively. Documentation is provided for reference.
Refinement Period
After launch, we monitor how the dashboards are working for you and make adjustments based on real usage. This ensures everything serves your needs as intended.
The Investment
This covers the complete dashboard design and implementation—discovery sessions, custom design work, data integration, automated reporting setup, comprehensive team training, and post-launch refinement to ensure everything works as you need it to.
What's Included
Custom Dashboard Design
Tailored layouts and views based on your specific workflow and decision-making needs.
Complete Data Integration
Connection of all your marketing platforms into a unified reporting environment.
Automated Refresh
Configuration so data updates automatically on schedules that match your needs.
User Access Management
Setup of permissions and access controls for your team members.
Comprehensive Training
Sessions with your team to ensure everyone can navigate and use the dashboards confidently.
Documentation
Written guides covering how to use each dashboard view and interpret what you're seeing.
Post-Launch Refinement
Adjustments based on actual usage to ensure dashboards serve you optimally.
Ongoing Technical Support
30 days of priority support after launch for any questions or technical issues.
Timeline and Implementation
Most dashboard projects take four to six weeks from initial discovery to final training. The timeline depends on complexity—how many data sources need integration, how many different dashboard views you need, and how much customization is involved.
What You Can Expect
Week 1-2
Discovery and design phase. We finalize what metrics matter most, how information should be organized, and what the dashboard structure will look like.
Week 3-4
Integration and build phase. We connect your data sources, configure automated updates, and construct the dashboard environment based on the approved design.
Week 5-6
Training and refinement. Your team learns to navigate the dashboards, we make adjustments based on initial feedback, and you go live with full confidence.
Once launched, your dashboards become a daily resource. Most teams tell us they save several hours each week by having consolidated views instead of pulling reports manually from multiple platforms.
Our Commitment to You
If your dashboards don't make it significantly easier for your team to understand marketing performance within the first 30 days of launch, we'll continue refining them at no additional cost until they do. Your satisfaction matters to us.
Before starting any work, we'll have a thorough conversation about your needs and show you examples of what we can build. If we don't think custom dashboards would provide substantial value for your situation, we'll be honest about that.
These dashboards are meant to become a tool your team uses every day with confidence. We're committed to making sure they actually serve that purpose, not just exist as another platform to navigate.
How to Get Started
Get in Touch
Contact us through the form below or email [email protected]. Tell us about your current data situation and what you're hoping dashboards could help you accomplish.
Discovery Call
We'll schedule time to discuss your needs, review examples of dashboards we've built for others, and explore whether this would genuinely benefit your team.
Proposal and Scope
If it's a good fit, we'll outline exactly what we'll build, the timeline, and what you can expect. You'll have complete clarity before anything begins.
Design and Build
We begin the dashboard creation process. Within a few weeks, your team will have a clear, consolidated view of your marketing performance that updates automatically.
Ready for Clear Visibility?
Let's discuss what custom dashboards could look like for your team. No obligation—just a conversation about your data needs and whether this approach would serve you well.
Start the ConversationExplore Our Other Services
Data Analytics & Business Intelligence
Ongoing analytics that transform your marketing data into regular insights. Dashboards, automated reports, and strategic guidance.
Learn More →Marketing Performance Auditing
A thorough review of your current marketing activities, spending, and outcomes. We identify what's working and where meaningful opportunities exist.
Learn More →