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Performance dashboards

Omnichannel performance dashboards, built on one source of truth.

One place where every channel, account and client sits side by side, and the numbers agree. We design and build dashboards on top of a modeled warehouse, so the view loads fast, holds full history and does not need an analyst to interpret it.

  • Cross-channel view
  • Row-level access
  • Loads in seconds from your warehouse

What you get

Dashboards people open twice.

Loads in under a second

Warehouse-backed models, not live API calls.

A view per audience

Client, account manager and leadership each see what they decide on.

Client logins, safely

Row-level security across one deployment.

For people who never log in

Scheduled PDF and email delivery.

The problem

Dashboards that nobody opens twice.

Most dashboard projects fail for reasons that have nothing to do with charts. They query platform APIs live, so they take twenty seconds to load and get abandoned. They show forty metrics because nobody would decide which eight mattered. They disagree with the platform UI and lose credibility permanently on the first check. And they answer a question the viewer was not asking, because they were designed around available fields rather than around a decision.

What we build

What's included.

  • A dashboard architecture designed per audience: client, account manager and leadership see different things
  • Warehouse-backed models sized so views load in under a second, not on live API calls
  • Cross-channel comparison with metrics normalized, so a like-for-like read is genuinely like-for-like
  • Row-level security and multi-tenant access for client-facing deployment
  • White-label styling, so a client-facing dashboard carries your brand
  • Scheduled PDF and email delivery for the stakeholders who will never log in

How we work

How we run it.

  1. Step 1

    Start from the decisions each audience makes, then work back to the metrics that inform them

  2. Step 2

    Model and test those metrics in dbt, so every dashboard reads the same definitions

  3. Step 3

    Ship one audience end to end, validate against the platform UI, and get real usage before expanding

  4. Step 4

    Roll out the remaining audiences and hand over the models and styling

What we use

Tools, platforms and methods.

  • Looker Studio
  • Power BI
  • Metabase
  • Tableau
  • dbt
  • Snowflake
  • BigQuery

FAQ

Common questions.

Why will these numbers differ slightly from the platform UI?

Because platforms restate attributed conversions for days after the fact, and each one attributes differently. We reconcile to platform figures within a documented tolerance and show the as-of timestamp on every view, so a small variance is explained rather than treated as a bug.

Can each client have their own login?

Yes. Row-level security scopes every query to that client's accounts, so one deployment serves all of them without any risk of cross-client visibility. This is the standard setup for agency use.

How many dashboards should we actually have?

Fewer than most teams start with. Three well-scoped views, one per audience, get used. Fifteen overlapping ones get ignored and then quietly maintained forever. We would rather cut scope than ship a dashboard nobody opens.

Can our team edit the dashboards after handover?

Yes. We build in your BI tool rather than a bespoke frontend precisely so your analysts can change a chart without an engineering ticket. The models underneath are version-controlled dbt SQL.

Design a dashboard people use.

Tell us who the viewers are and what they decide, and we will come back with the view structure and the data behind it.

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