Unified data connections
Meta Ads, Google Ads, social, CRM, e-commerce, ERP and point of sale, in one view.
Product 04 of 09
Revenue Intelligence
Every tool. One view. Clear next actions.
Ads, CRM, commerce, ERP and point of sale read together, with the next action attached.
The problem
The numbers are split across ad platforms, a CRM, a store, an ERP and a till. Each one is right about itself, and none of them can say why revenue moved.
How it is built
Connections into each source, read together, so a question about revenue gets one answer instead of five. It is also where Marketing-Sourced Revenue Growth is reported against the locked baseline.
- Connects
- Meta AdsGoogle AdsSocialCRME-commerceERPPOS
What it does
Key business insights
Where revenue comes from, where it stalls, and what changed since the last time anyone looked.
Opportunities and action
Each finding arrives with the next action it implies, and with the risk to a deal flagged before it is lost.
Why most dashboards lie
You have data everywhere. You have insight nowhere.
Eight tools. Five tabs. Three spreadsheets. Two contradictory numbers. The data you need to make the next decision is locked in a system someone else built, scattered across reports nobody reads.
01 / Sources
Data lives in 8+ tools
CRM, Meta, Google, GA4, Stripe, Intercom, Mixpanel, HubSpot, accounting. Stitching them by hand costs an analyst a full day a week, and the numbers still drift.
02 / Truth
Three numbers, one question
"What did marketing actually generate this month?" Marketing says A. Sales says B. Finance says C. They're all using different definitions of "revenue".
03 / Lag
Monthly reports for daily decisions
By the time the deck arrives, the spend is gone, the campaign is over, the deal is closed (or lost). You need real-time. Most teams operate on month-old data.
How we build it
From scattered tools to one source of truth.
Three weeks. We don't replace your stack, we tie it together with a layer that makes every number addressable.
01Week 1
Data audit
Inventory every tool, every metric, every definition. Identify the 12 numbers that drive your business. Agree on the canonical version of each.
02Week 2
Pipeline build
Connectors to every source. Clean, transform, normalise. Land in a warehouse you own. Modelled in dbt so logic is versioned and reviewable.
03Week 3
Dashboard launch
Executive view, channel view, funnel view, deal view. Drill from any number to its source. Refresh every minute. Mobile-friendly.
04Ongoing
Evolve weekly
New metric? New view? Two-day turnaround. The dashboard grows with your business, not three quarterly RFPs behind it.
0+
Data sources integrated
0s
Refresh interval, real-time
0d
From data audit to live dashboard
0%
Of data stays in your warehouse
Figures as supplied. Your own are set in the data audit.
What you get
The dashboard you wish your team had built.
Not a one-off report. A living system that pulls clean data, applies your business logic, and shows you what to do next.
Executive view
Revenue, pipeline, CAC, LTV, win rate, at a glance. Refresh in real time. One screen, every meeting.
Channel attribution
True multi-touch attribution. Real revenue per channel, not platform-reported conversions. Defend or kill any line item.
Funnel diagnostics
Conversion at every stage. Where leaks form. How fast deals move. Cohort analysis built in.
Deal-level visibility
Every open deal, its source, its aging, its risk score. Sort by what matters this week. Drill to the rep, the conversation, the email.
Alerting
Slack or email when KPIs cross thresholds. Pipeline drop, CAC spike, channel collapse: you find out in minutes, not next month.
Forecasting
Weighted pipeline, conservative + stretch scenarios, monthly run-rates. The forecast finance trusts and ops can act on.
Where it sits
The middle of the funnel, and the view over all of it.
- B2BStage 3 of 4 · Deal
- B2CStage 3 of 4 · Deal
- E-commerceStage 3 of 4 · Retain
The next step
Find out what you're leaving on the table.
The audit is free. The findings are yours whether we work together or not.