A team has data in several tools but struggles to explain which channels bring qualified visits and where prospective clients drop off.
How we would approach it
- Agree on the decisions the dashboard needs to support.
- Define the KPIs and check their source and calculation.
- Sketch a flow from acquisition to engagement to confirmed leads, with room for context and caveats.
Sample deliverable
| Section | Question it answers |
|---|---|
| Acquisition | Which channels bring relevant visitors? |
| Engagement | Which content helps visitors move forward? |
| Leads | Where do inquiries start, and where do they stop? |
What you would get
The client receives a reporting blueprint, metric definitions, and a short list of actions to investigate next.