Can you connect to our CRM?

Yes. We connect to Salesforce, HubSpot, Dynamics, and most other major CRMs through native connectors or API pipelines.

What if we have non-standard data sources?

We build custom data pipelines using BigQuery, Google Sheets connectors, or direct API integrations for non-standard sources.

Do you maintain the dashboards after launch?

Yes. We offer ongoing maintenance plans that handle platform API changes, new metric additions, and dashboard refinements.

Marketing Analytics & Data

Custom Marketing Dashboards that Consolidate Every Channel

Building real-time marketing dashboards that consolidate data from every channel into a single, decision-ready view so your team always knows what's working and what needs attention.

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One View, All Channels

Spreadsheet-based reporting is slow, error-prone, and always out of date. Our Custom Marketing Dashboard service builds automated, real-time dashboards that pull from every channel (paid, organic, email, social, CRM) into a single source of truth your team can monitor daily, report weekly, and act on immediately. We build the dashboards you actually need, not the templates everyone else is using.

The Old Way

Manual Reporting

The Intelegencia Way

Custom Dashboards

Slow Data Collection Process

Real-Time Automated Data

Error-Prone Spreadsheets

Error-Free Consolidation

Delayed Insights

Instant Performance Visibility

Channel-Siloed Views

Unified Cross-Channel View

Time-Consuming Reports

5-Minute Weekly Reports

Cross-Channel Data Consolidation

We connect your dashboard to every marketing data source: GA4, Google Ads, Meta Ads, LinkedIn, Klaviyo, HubSpot, Salesforce, and more. We build the automated pipelines that keep every metric current without manual pulling.

GA4 & Analytics Integration

Paid Platform Data Connections

CRM & Email Platform Syncs

Social Platform API Connections

Custom Data Source Pipelines

KPI Framework & Metric Definition

A dashboard is only useful if it tracks the right things. We work with your team to define the business-critical KPIs that belong at the top of your view and design the supporting metrics that help diagnose why those KPIs are moving.

KPI Hierarchy Design

Metric Definition & Formula Standardization

Benchmark & Target Setting

Alert Threshold Configuration

Anomaly Detection Signals

Dashboard Design & Access Control

We build dashboards that are visually clear, role-appropriate, and genuinely useful; not cluttered with every available metric. Each stakeholder gets the view they need, with appropriate access controls and automated delivery.

Executive Summary Dashboards

Channel-Level Tactical Views

Role-Based Access Configuration

Scheduled Email Delivery

Mobile-Responsive Design

Operational Dashboards by Industry

Providing custom, decision-ready marketing and sales dashboards built around the KPIs that matter to your sector.

Retail & Commerce

Visualizing customer acquisition cost (CAC), lifetime value (LTV), and real-time inventory yield.

SaaS & Subscription

Tracking monthly recurring revenue (MRR), churn velocity, expansion pipeline, and customer health.

Financial Services

Consolidating loan application funnels, customer acquisition cost, and asset under management trends.

Professional Services

Monitoring lead response velocity, contract values, and channel performance metrics.

Dashboard Build Process

Five-step program moving you from fragmented channel reports to a unified, real-time dashboard framework that consolidates all marketing data and enables your team to make faster decisions.

Stakeholder Discovery

Understanding what decisions each team member needs to make from data.

KPI Framework

Defining the metric hierarchy and benchmark targets for each dashboard.

Data Pipeline Setup

Connecting all sources and building the automated data flows.

Dashboard Design

Building the visualization layer with clear, actionable layouts.

Training & Handover

Training your team on dashboard use and establishing ongoing maintenance protocols.

Measured Performance. Proven Growth.

Reporting Time

Data Sources

0 hr

Real-Time Latency

Team Adoption

Frequently Asked Questions
About Custom Marketing Dashboards

Here you will find answers to questions we get asked the most about our offerings.

We build in Looker Studio (Data Studio), Tableau, Power BI, and custom React-based dashboards depending on your tech environment and team.