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PlanB Digital

Service

Custom Dashboards

We connect your ad accounts, CRM, store and spreadsheets into live dashboards, so you can see what is working at a glance instead of chasing reports.

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The problem

You have the data. You just can't see it.

Your numbers are spread across ad accounts, your CRM, your booking tool and your bank, and each one tells a different story. Decisions get made on gut feel because pulling a real report takes a day. A custom dashboard brings it all into one live view, so you can see what is working before the month is over.

What changes for you

  • One source of truth that the whole team trusts
  • Problems spotted in days, not at month-end
  • No more manual reporting every Monday morning

Why it works

  • Every key number in one live view
  • No more manual weekly reports
  • Spot problems and opportunities the day they happen

What you get

  • 01KPI workshop and metric definitions
  • 02Data connections to ads, CRM, store and finance tools
  • 03Looker Studio, Power BI or custom web dashboards
  • 04Automated email and Slack reports
  • 05Alerts when numbers move

Use cases

What we can do for you.

Marketing performance

Spend, leads, cost per lead and revenue by channel, pulled automatically from Google, Meta and your CRM.

Sales pipeline

Deals by stage, conversion rates, rep performance and forecast at a glance.

Operations and finance

Bookings, utilisation, cash flow and margins across locations or service lines.

Client-facing reports

Branded dashboards you share with your own clients, updated live instead of sent as PDFs.

How it runs

How a project runs.

Typical timings. We confirm yours in a fixed scope before any work starts.

  1. 01

    Week 1

    Pick the metrics

    We agree the handful of numbers that actually drive decisions, and where each one comes from.

  2. 02

    Weeks 2–3

    Connect the data

    Automated pipelines from your ad platforms, CRM, spreadsheets and databases.

  3. 03

    Weeks 3–4

    Design the views

    Clear charts and alerts built for desktop and phone, by role.

  4. 04

    Week 5+

    Launch and refine

    We walk your team through it and tune it as new questions come up.

Tools and platforms we use

Proof

Related work.

See all work →
YatraHQ web app by PlanB DigitalWeb App · SaaS CRM</> Custom Coded

YatraHQ

Parse Statement web app by PlanB DigitalWeb App</> Custom Coded

Parse Statement

CrossTech Technologies campaign by PlanB DigitalBranding & Lead Generation

CrossTech Technologies

Why PlanB Digital?

Marketers who code

We know which numbers matter for growth, not just how to draw charts.

Clean data first

We fix tracking and naming before we visualise, so the dashboard is actually right.

Built to be used

Simple layouts and plain-English labels, so it's opened daily, not ignored.

Frequently asked questions

Which tools can you connect?

Google and Meta Ads, Google Analytics, Shopify, HubSpot, Salesforce, Zoho, spreadsheets, databases and almost anything with an API.

Do I need a data warehouse?

Not usually. Smaller businesses can connect sources directly. We add a warehouse only when the data volume calls for it.

How often does it update?

Most sources refresh hourly or daily. Live data from your own database can update in real time.

Can my clients see their own dashboards?

Yes. We can build branded, per-client views with secure logins.

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Ready to grow faster?

Book a free strategy call. We'll audit your current marketing and show you exactly where the growth is.

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