Professional Services 3.5 months

Sales & Marketing Dashboard for Digital Agency

Unified sales and marketing dashboard for a growing Australian digital agency. We connected their CRM, ad platforms, and accounting to show the full picture from first click to invoice. Key results: 50% less time on client reporting Full attribution from ad spend to revenue 30% improvement in lead qualification $180k identified in wasted ad spend

Australian Digital Agency

Dashboards & ReportingWeb Application DevelopmentAPI IntegrationCustom Software Development

50%Less time on client reporting

FullAttribution from ad spend to revenue

30%Improvement in lead qualification

$180kIdentified in wasted ad spend

Understanding the Problem

The Challenge

A growing digital agency with 40 staff was spending hours every week pulling data from HubSpot, Google Ads, Meta, Google Analytics, and Xero to create client reports and track their own business performance. Each account manager had their own spreadsheet for tracking pipeline. The directors had no way to see which services were most profitable, which lead sources performed best, or where marketing spend was being wasted. They were growing fast but flying blind.

Strategic Implementation

The Solution

We built a unified dashboard that connects HubSpot CRM, Google Ads, Meta Ads, Google Analytics, and Xero. The sales team sees pipeline, deal velocity, and conversion rates. The marketing team sees campaign performance with full attribution — which channels bring leads that actually convert to revenue. Directors see revenue by service line, client profitability, and team utilisation. Automated client reports generate in minutes instead of hours.

Technologies Used

ReactNode.jsPostgreSQLAWSHubSpot APIGoogle Ads APIMeta API

How We Did It

Our Approach

Data & Metrics Discovery

2 weeks

Worked with directors, sales, and marketing to define the metrics that actually drive decisions. Cut the vanity metrics and focused on what moves the needle.

Dashboard Design

2 weeks

Designed separate views for sales reps, marketing team, account managers, and directors. Each person sees what they need without information overload.

API Integration & Build

8 weeks

Built connections to HubSpot, Google Ads, Meta, Analytics, and Xero. Created the attribution model linking ad spend through to invoiced revenue.

Launch & Optimisation

2 weeks

Rolled out to the team, ran training workshops, and spent two weeks refining dashboards based on how people actually used them.

We discovered we were spending $180k a year on ad channels that generated leads but never converted to revenue. That single insight paid for the entire dashboard project three times over. Now every decision is backed by real data.
Managing DirectorAustralian Digital Agency

Measurable Outcomes