analytics & dashboards

See Exactly What's Working And What Isn't

Most coaches are flying blind — they don't know which marketing channel is driving their clients. Our dashboard shows you the real data. Lead source attribution. Content ROI. Everything that converts.

Multi-Platform Real-Time Insights Automated Reports
  • 📊
    Setup: $3,000 (one time)
  • 🔧
    Support: $100/incident
  • 📧
    Lead Magnet: "Blind Spots" — Your Hidden Marketing Leaks
  • ⏱️
    Timeline: 2-3 weeks to launch
What You Get

Everything You Need to See What's Actually Working

Your dashboard doesn't guess. It connects your data sources and tells you exactly where your clients are coming from — and which marketing efforts are actually moving the needle.

🔗

Multi-Platform Data Integration

We connect all your marketing channels — LinkedIn, Google Analytics, email, ads, your CRM — into one dashboard that pulls real-time data automatically.

🎯

Lead Source Attribution

Finally know which platform is driving discovery calls. See the exact percentage of clients coming from each channel — not guesses, real numbers.

📈

Content Performance Tracking

Track which pieces of content convert best. See engagement, clicks, and how each piece correlates to actual client intake.

💰

ROI Calculator by Channel

Know exactly how much you're spending on marketing and how much revenue each channel is producing. Stop wasting money on what doesn't work.

📬

Weekly Automated Email Reports

Every Monday morning, get a customized email report showing this week's wins, top performers, and what needs attention — delivered while you sleep.

🚨

Custom KPI Alerts

Set alerts for metrics that matter to you. Drop below target? Spike in conversion? You'll know immediately so you can react fast.

This Is For You If

Three Types of Coaches Who Need This

If any of these describe you, a dashboard will transform how you spend your marketing budget and where you focus your energy.

Coaches Running Ads + Organic

You're doing LinkedIn posts, running ads, maybe some email — but you have no idea which channel is actually driving qualified leads. Your dashboard shows you the truth.

Coaches Using Vanity Metrics

You see 500 impressions on a post and think it's working. But you're not tracking click-through rates, lead qualification, or conversion. This dashboard connects dots you've been missing.

Coaches Ready to Scale

You've found something that works and want to double down. Before you spend $5K on ads or a course launch, you need to know exactly what's converting. That's this dashboard.

How It Works

Four Steps to Your First Insight

We don't just hand you a dashboard and disappear. We build it with you, connect your data, and train you to read it like a pro.

1

Audit Your Data Sources

We map out everywhere you collect data — CRM, email platform, ads account, analytics. No data point gets left behind.

2

Design the Dashboard Layout

Together, we decide what metrics matter most. Top-level KPIs, deep-dive views, custom segments. Your dashboard, your priorities.

3

Connect & Build

We integrate all your platforms, set up automated data flows, and create the reports you asked for. Usually done in 2-3 weeks.

4

Launch & Train You to Read It

We walk you through every view, show you how to interpret the numbers, and explain what actions to take based on what you're seeing.

Investment

Simple, Transparent Pricing

No monthly software fees. No hidden costs. You pay once to build it right, then just for the help you need.

Initial Setup
$3,000
One-time investment to build and launch your custom dashboard
  • Data source audit
  • Custom dashboard design
  • Platform integrations
  • Automated reports setup
  • Training session
What You're Not Paying
$0
No monthly software subscriptions or platform fees
  • No monthly recurring cost
  • No per-user licenses
  • No data storage fees
  • No surprise charges
  • You own your dashboard
Questions

Common Questions About the Dashboard

What if I'm not technical? Will I understand it? +
Absolutely. We build dashboards for coaches, not data scientists. Every view is designed to be intuitive. We'll walk you through how to read it, what the metrics mean, and what actions to take based on what you see. You don't need to know how it works under the hood — just how to use it.
How accurate is the attribution? +
As accurate as your data sources allow. If your CRM tracks client source, and your email platform tracks opens, and your ads platform tracks conversions, we connect those pieces together. Some crossover will exist (marketing is messy), but you'll have the clearest picture available with your current tools.
What platforms can you integrate? +
Most platforms work. Google Analytics, LinkedIn, Meta Ads, TikTok Ads, Mailchimp, ConvertKit, Active Campaign, Stripe, HubSpot, Pipedrive, Airtable — we've integrated all of these. If you're wondering about a specific tool, ask. We'll figure out how to pull the data.
How often does the dashboard update? +
Real-time to daily, depending on the platform. Google Analytics updates within hours. Most ad platforms update daily. Email data pulls overnight. We set up the fastest refresh rate available for each data source.
Can I change the dashboard after it's built? +
Yes. Need a new metric added? Want to change the layout? Create a custom segment? We handle that for $100 per change. You can also learn to make simple updates yourself, and we'll help you with that during training.
What happens if an integration breaks? +
Platforms change their APIs sometimes. If something breaks, you let us know, and we fix it for $100. Usually fixed within 24 hours. You're not left hanging — we maintain the dashboard and keep it working.

"I had no idea which platform was driving discovery calls. I was guessing. The dashboard showed that 73% of my qualified leads came from LinkedIn, not my ads. Immediately shifted my budget. This single insight paid for itself in the first month."

JM
Jennifer Martinez
Executive Coach, Tech Career Transitions
Other Services

We Also Build

📋

Client Onboarding System

Automated intake forms, welcome sequences, and handoff checklists. Zero back-and-forth.

⚙️

Marketing Workflow Automation

Email sequences, content repurposing, task automation. Your marketing runs while you sleep.

📱

Social Media Automation

Done-for-you content creation and posting. Claude writes, you approve, it publishes.

Ready to See What's Actually Working?

Tell us about your current setup — what platforms you're using, what you're trying to track, and where you're most confused. We'll walk you through how the dashboard would look for your specific situation.

💬 WhatsApp 📱 iMessage

Or send us an email and we'll get back to you within 24 hours.