
ANALYTICS & GROWTH INTELLIGENCE
REPORTING & DASHBOARDS
On Monday morning, an owner should be able to open one page and see last week's leads, booked jobs and cost per lead by channel without logging into five platforms or waiting on a vendor's PDF. That is the job of a good dashboard. We pull data from Google Ads, Meta, call tracking and your CRM into views built around the decisions you make, whether you run a pest control route business or a growing electrical contractor.
- Executive and channel-level dashboards
- Funnel performance reporting
- Cost per lead (CPL) and customer acquisition cost (CAC)
- Return on ad spend (ROAS) and revenue reporting
- Cross-channel performance views
Leads
Booked jobs
Cost per booked job
Booked jobs by channel
The owner's view fits on one screen: leads and booked jobs this month against last month, cost per lead and cost per booked job by channel, revenue from marketing-sourced jobs, and short notes on what changed. Channel views sit underneath for whoever manages each platform, showing spend, search terms, call volume and form fills. Every figure traces back to its source, so nobody has to take a number on faith.
Funnel reporting follows a lead through the stages your office uses: call or form, qualified, appointment set, estimate given, job sold. When a pest control company sees plenty of calls but few set inspections, the problem likely sits with call handling or the offer, not the ads. Cost per lead and customer acquisition cost come from actual spend and CRM outcomes, with agency fees included only if you want them counted.
Return on ad spend uses revenue from jobs your CRM marks as sold, not platform estimates. Cross-channel views put Google, Meta, SEO and referrals side by side on the same definitions, so an HVAC owner can weigh a maintenance-plan promotion on Facebook against emergency repair searches on Google. Where a platform's own numbers differ from your CRM, the dashboard shows both, with a note explaining the gap.
OUTCOMES

Clear reporting turns marketing from a cost you hope works into an investment you can manage.
Receiving reports and managing from them are different things. When each vendor reports its own wins in its own terms, nobody ties the totals to booked jobs, and the owner decides by instinct. A shared dashboard with agreed definitions lets you ask a direct question, such as what a booked electrical panel upgrade costs to acquire, and get a straight answer.
Good reporting also changes the monthly conversation with your agency or in-house marketer. Instead of reviewing impressions and click-through rates, you review cost per booked job, the stages where leads stall and what will change next. Decisions get recorded beside the numbers, so a few months later you can see which choices held up and which ones deserve another look.
PROCESS
Discover
We start by asking what decisions you make weekly, list the data sources involved, and agree on definitions for a lead, a booked job and marketing-sourced revenue before building anything.
Build
We connect ad platforms, call tracking and your CRM to Looker Studio or your preferred tool, build the owner and channel views, and reconcile the totals against your own records.
Optimize
We walk through the dashboard with you monthly, retire charts nobody uses, add views for new questions, and annotate the changes that moved cost per booked job up or down.
INDUSTRIES


Electrician Marketing

HVAC Marketing
KEEP EXPLORING
Analytics & Conversion Tracking
Attribution & Revenue Intelligence
AI Analytics & Insights
All Analytics & Growth Intelligence services
Packaged solution: Reporting & Dashboards is part of the Tavero Intelligent Growth Partnership, when you want it all connected.
See the Intelligent Growth Partnership
Results are published here as they are verified with our clients.
FAQ
Most ad and call tracking sources refresh daily. CRM data updates as fast as your integration allows, from near real time to nightly, depending on the software. Each view shows when it last refreshed, so nobody mistakes yesterday's numbers for today's.
Yes. Dashboards can be shared with anyone you choose, with different views for different people. A service manager might see booked jobs and call handling while cost and revenue stay with the owner. Access runs through Google accounts, so removing someone is simple.
Expect some differences at first, because ad platforms and CRMs count leads differently. We trace each gap to its cause, such as duplicate contacts, untracked calls or missing lead sources, and fix what we can. Remaining differences get labeled on the dashboard.
Yes, as far as the data allows. Organic search and Google Business Profile activity come from GA4, Search Console and call tracking. Referrals and repeat customers depend on your office logging a lead source in the CRM, which we help make routine.

Tell us about your goals and we'll recommend where to start.

