Partner Case Overview

A full-service marketing agency partnered with a MedTech company that relied on paid search, paid social, and organic channels to fuel its growth. They were looking for a way to clearly understand how their efforts were contributing to real, high-quality leads and long-term revenue.

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The Challenge

Each month, the agency spent more than 50 hours pulling reports from multiple platforms, stitching together spreadsheets, and trying to explain results that weren’t easy to visualize.

Despite the volume of work, they still struggled to answer essential questions, such as:

  1. Which channels were actually producing qualified leads?

  2. How much were those leads worth?

  3. Were budgets being allocated effectively?

Leadership saw the effort, but not the clarity, and the team knew they needed a more reliable way to connect their campaigns to business impact.

Our Approach

We built a centralized, white-labeled dashboard that merged the agency’s core platforms into a single, automated reporting ecosystem. Instead of bouncing between GA4, Google Ads, LinkedIn Ads, and Search Console, the team could now see the full story at a glance.

Channel performance, attribution clarity, audience behaviour trends, and search-versus-social contribution were all brought together in a clean, branded interface.

We also integrated SEO layers like landing page performance, keyword CTRs, and organic search patterns, giving the agency a more holistic view of what was driving inquiries and conversions. For the first time, insights that once required hours of manual work were available instantly.

Key features included:

  • Automated Data Blending: Unified paid, organic, and referral data to show total marketing impact.

  • Attribution Clarity: Compared search vs. social contribution to overall inquiries and conversions.

  • Executive View: High-level KPIs (spend, conversions, CPA, ROAS) with drill-downs by campaign and channel.

  • Weekly, Monthly, Quarterly Trends: Visualized performance fluctuations with contextual benchmarks.

  • SEO Layer: Connected organic sessions, keyword CTRs, and top landing pages for a holistic funnel view.

The Resolution

Within the first month, reporting time dropped by roughly 75 percent. Weekly performance updates became automated, freeing the team to focus on strategy instead of spreadsheets.

More importantly, the agency finally gained visibility into the true value of their leads, many worth $10,000 to $50,000+ each, allowing them to demonstrate the real impact of their campaigns.

The automated dashboard supports performance storytelling across the agency’s entire healthcare portfolio and continues to guide smarter decisions, clearer communication, and more confident client conversations.

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