Starter · $199/month
Dashboard, source-labelled funnel reports, monthly and quarterly comparisons, and shareable report links.
Analytics & growth
See your available marketing data, spot gaps and plan the next campaign.
The reporting loop
Workflow illustration · no performance claim
Reporting that grows with you
Dashboard, source-labelled funnel reports, monthly and quarterly comparisons, and shareable report links.
Adds first-touch, last-touch, linear and time-decay attribution, weekly indicators and business-profile posting and optimisation.
Adds growth goals, monthly grading, a recorded review and a quarterly plan reset.
Each plan adds $149 one-time setup. Month to month; provider usage is extra.
Compare every inclusionSample reporting
These are product examples with sample data, not client performance claims.
Which channels produced last month’s new customers?
19 customers closed. Eleven have a recorded path: five from organic search, four through the missed-call follow-up workflow and two from the newsletter.
Eight have no recorded acquisition touchpoint. I have left those unattributed. The missed-call workflow describes a conversion path, not necessarily the original source.
Sources: CRM closed opportunities, captured campaign tags and call records.
Growth scorecard · Pro
New customers against the agreed monthly target.
| Month | Target | Actual | Gap |
|---|---|---|---|
| Jul | 22 | 24 | +2 |
| Aug | 23 | 19 | −4 |
Illustrative data. Pro adds monthly targets, grading, a recorded walkthrough and quarterly resets.
| Metric | Jul | Aug | Sep | Q3 to date |
|---|---|---|---|---|
| Traffic · source: Google Analytics, website, CRM | ||||
| Website sessions | 3,451 | 13,402 | 5,642 | 22,495 |
| New visitors | 1,348 | 5,012 | 2,742 | 9,102 |
| Blog post traffic | — | 511 | 215 | 726 |
| Leads · source: CRM, call tracking, forms | ||||
| Form submissions | 64 | 71 | 58 | 193 |
| Inbound calls | 131 | 147 | 119 | 397 |
| Missed enquiries recovered | 27 | 31 | 24 | 82 |
| Revenue · source: CRM pipeline | ||||
| Proposals sent | 78 | 84 | 69 | 231 |
| New customers won | 24 | 19 | 22 | 65 |
| Paid ad spend | — | — | — | — |
| Reach & engagement, owned social · source: Facebook, Instagram, LinkedIn, TikTok, YouTube via Metricool · Vimeo OTT · WordPress | ||||
| Total impressions | 79,228 | 30,787 | 44,180 | 154,195 |
| Facebook impressions (posts) | 42,166 | 9,053 | 18,402 | 69,621 |
| Instagram views (account) | 8,105 | 4,940 | 6,317 | 19,362 |
| LinkedIn impressions (posts) | 150 | — | 212 | 362 |
| TikTok views (account) | 3,132 | 1,679 | 2,444 | 7,255 |
| YouTube views (account) | 25,675 | 15,116 | 16,805 | 57,596 |
| Total reach | 31,587 | 8,770 | 19,441 | 59,798 |
| Facebook reach (posts) | 27,906 | 5,674 | 13,502 | 47,082 |
| Instagram reach (account) | 3,557 | 3,096 | 5,802 | 12,455 |
| LinkedIn reach (posts) | 123 | — | 137 | 260 |
| Facebook followers | 29,565 | 29,551 | 29,604 | 29,604 |
| Instagram followers | 4,377 | 4,390 | 4,431 | 4,431 |
| LinkedIn followers | 8 | 8 | 11 | 11 |
| TikTok followers | 38 | 42 | 47 | 47 |
Sample data. Paid ad spend is unmeasured here: automated Google and Meta ingestion is not yet live. Reach across networks is an upper bound, not a count of unique people.
Keep the evidence honest
Check which accounts are connected, what has been ingested and how fresh it is.
Attribution allocates credit across captured interactions. It does not prove that a channel caused a sale.
Missing data stays visible; imported contacts are separate from new leads. Untracked sources remain unattributed. Automated Google and Meta ad-spend ingestion is not yet live.
Your next step
Start with the platform and the level of help you need.