InsightBoard

The Challenge

An agency owner tracked performance across seven different tools and never had a clear picture of what was working. Reporting took hours each week and decisions were made on guesswork rather than current numbers.

Our Solution

We built InsightBoard, a single dashboard that pulls ad spend, pipeline, and revenue into one live view. Owners see what drives results in real time, and reporting that once took hours now updates automatically.

Key Features

• ✓One live view of ad spend, pipeline, and revenue
• ✓Automated data sync from ad platforms and the CRM
• ✓Custom alerts when key numbers move
• ✓Client ready reports generated automatically
• ✓Trend views for booked jobs and cost per lead

Tech Stack