Marketing analytics + business intelligence
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 Dashboard
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From reporting to decisions
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
Compare the leads, bookings, conversion rate, and new clients each campaign produces—not clicks alone.
184
Leads
52
Bookings
28.3%
Lead → booking
21
New clients
Unknown and unattributed activity remains visible.
Thirteen responsive dashboards
Explore thirteen practical views matched to the questions each kind of business needs to answer.
Choose a business
Whitlock Reyes
Which sources bring suitable enquiries that become retained matters?
Desktop and mobile views use the same data.
Hands-on analytics experience
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
These names describe Pete’s prior analytics experience. They are not presented as current Evolvv clients or endorsements.
How the work gets built
Follow one useful record from scattered systems to a consistent model and a report built for the next decision.
SaaS sources
Clean data layer
stored · joined · organized
Stage 01
Bring the useful records together and fix the gaps that make reporting unreliable.
Campaigns · website · CRM · calendar · payments
Filter dimensions
Date
Month · quarter
Channel
Source · campaign
Service
Offer · category
One definition · every report
Stage 02
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
Turn the organized record into a report that answers the next useful business question.
Executive dashboard · mobile summary · review rhythm
Marketing first. The wider business when it helps.
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.
Brightpath · Executive marketing dashboard
Useful answers
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.
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.
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.
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.
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
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.
