ADutm_sourcegoogle
WEBlead_id0248
CRMstagequalified
Stage 01
Connect + organize
Bring the useful records together and fix the gaps that make reporting unreliable.
Campaigns · website · CRM · calendar · payments
Marketing analytics + business intelligence
Know where every marketing dollar goes.
Make data-driven decisions.Maximize your marketing ROI.
See what is working, where prospects stall, and where the data is still incomplete—from a single view.
Whitlock Reyes · Lead generation · Illustrative fictional data
Rotates automatically · Select a line to pause
From reporting to decisions
Make the next decision with clearer numbers.
A useful dashboard does not show everything. It brings the records together, defines the measures, and answers the questions that change what you do next.
A connected view
Which campaigns are working?
Compare spend, qualified enquiries, booked conversations, and won revenue by campaign—not clicks alone.
01
8
Campaigns
02
126
Qualified
03
42
Booked
04
17
Won
Illustrative values · Unknown and unattributed activity remains visible.
Ten responsive marketing dashboards
A clearer view of your business.
Explore ten practical marketing views matched to the questions each kind of business needs to answer. Every example uses fictional data and a mobile view built from the same measures.
Choose a business
Illustrative dashboard · Fictional data
Local Search Dashboard
Which local searches turn into booked jobs?
Desktop and mobile views use the same sample data.
Hands-on analytics experience
Built on years of turning complex data into useful decisions.
Before Evolvv, Pete ran Dupuis Analytics for four years and personally built hundreds of analytics projects—from focused owner reports to enterprise data and reporting systems.
Prior analytics experience includes projects involving
NestléJägermeisterBlumCBRE
These names describe Pete’s prior analytics experience. They are not presented as current Evolvv clients or endorsements.
How the work gets built
Connect. Model. Visualize.
Follow one useful record from scattered systems to a consistent model and a report built for the next decision.
Unified recordLEAD-0248
- Source
- Google Ads
- Stage
- Qualified
- Booked
- Yes
- Revenue
- Pending
Stage 02
Define + model
Give one enquiry a consistent identity, stage, source, and outcome across the system.
Source rules · client IDs · funnel stages · measure definitions
Decision view
Spend
$18.4k
Qualified
126
Where should the next dollar go?
Stage 03
Visualize + decide
Turn the organized record into a report that answers the next useful business question.
Executive dashboard · mobile summary · review rhythm
What can we track?
The marketing numbers owners use most.
See how attention becomes enquiries, clients, and revenue. Each measure gets a clear definition, time period, and source so the dashboard stays useful.
Qualified leads
How many enquiries match the work you want?
Cost per qualified lead
What did each useful opportunity cost to create?
Website conversion rate
What share of website visitors become enquiries?
Lead-to-client conversion
What share of enquiries become paying clients?
Customer acquisition cost
What does it cost to win one new client?
Marketing-sourced revenue
How much booked revenue began with marketing?
Return on ad spend
How much revenue does each advertising dollar produce?
Customer lifetime value
What is a client worth across the full relationship?
Marketing first. The wider business when it helps.
Connect the rest of the picture.
Marketing becomes more useful when it can see what happened after the form fill. Connect sales, scheduling, practice management, finance, capacity, inventory, or operations when those records improve the decision.
- Sales pipeline + CRM
- Calendar + attendance
- Practice or project software
- Invoices + payments
- Capacity + utilization
- Inventory + fulfillment
Illustrative dashboard · Fictional data
Useful answers
Questions before you start
Do I need a data warehouse?
Not automatically. We start with the decision and the records you already have. A well-structured spreadsheet or existing platform may be enough for the first useful view; a warehouse makes sense when volume, history, or cross-system reporting justifies it.
Can you work with Power BI, Google reporting tools, or our existing software?
Yes. The right platform depends on your current systems, team, reporting needs, and budget. The work can use Power BI, Google tools, Tableau, Excel, cloud data services, or a custom interface when the common platforms cannot support the experience you need.
What if our data is incomplete or messy?
That is normal. The first step is to identify what can be trusted, what can be repaired, and what should remain labelled unknown. A useful dashboard shows the gaps instead of hiding them behind a confident-looking total.
Can analytics be a standalone project?
Yes. It can be a focused reporting project, or it can complete a larger client-acquisition system that also includes campaigns, landing pages, CRM, follow-up, booking, and payment records.
Can a dashboard prove exactly which ad caused a sale?
Not always. Privacy settings, device changes, offline conversations, and missing identifiers create real limits. The goal is a traceable, decision-ready picture of spend and outcomes—with the unknown portion made clear—not false certainty.
Start with the decision
Get a clearer view of what’s working.
Bring the question, the tools you use now, and whatever records you can access. Pete will help you identify the smallest useful first view and what it would take to build it.