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    Build a single source of truth dashboard for executives

    Combine GA4, CRM, and ad platforms into one reporting view.

    Looker
    GA4
    HubSpot
    Salesforce
    90% faster executive reporting
    B2B SaaS
    eCommerce
    Financial Services

    Quick Facts

    PLATFORMS
    Looker, GA4, HubSpot, Salesforce
    FUNCTION
    Executive reporting, Business intelligence
    SECTOR FIT
    B2B SaaS, eCommerce, Financial Services
    OUTCOME
    90% faster executive reporting

    The Challenge

    Executives need a clear picture of business performance, but data lives across GA4, CRM, ad platforms, and financial systems. Creating weekly reports means copying and pasting from multiple dashboards, leading to errors and delays.

    How It Works

    1. 1

      Connect all data sources (GA4, CRM, ads, finance) to Looker or similar BI tool.

    2. 2

      Define key executive metrics: revenue, pipeline, CAC, LTV, conversion rates.

    3. 3

      Build automated dashboard with drill-down capability by channel, segment, or time period.

    4. 4

      Schedule automated delivery or provide real-time executive access.

    The Result

    90% reduction in manual reporting time

    Single source of truth for all stakeholders

    Faster decision-making with real-time data access

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