Digital Dashboard

A multi-client ad-to-revenue tracking platform that unifies Meta Ads, Google Ads and CRM lead data into one dashboard — letting agencies see spend, leads, qualification and revenue attribution across every client and platform in one place.

Client

Internal

Industry

SaaS & CRM Platforms

Challenge

Agencies and marketing teams running campaigns across Meta and Google Ads for multiple clients needed one system to pull ad performance and lead data together, qualify leads, and trace revenue back to the exact campaign, ad set, or keyword that produced it — instead of reconciling spend reports and lead sheets separately across platforms and client accounts.

Solutions

• A Meta Ads dashboard with total spend, impressions, clicks, leads and average CPL at a glance, plus a sortable, filterable ad-level table (date, campaign, ad set, platform, spend, impressions, reach, clicks, conversions, results, CPR, CPM, CTR, frequency) across 2,400+ ads

• An Excel/CSV Import flow (with a downloadable sample template) for bulk-loading Meta Ads data via drag-and-drop

• A matching Google Ads dashboard with multi-currency spend totals, impressions, clicks, average CPC and conversions, plus advanced filtering by campaign name, campaign ID, account and custom date range

• A centralized Leads table (2,000+ leads) tracking contact details, service/product interest, pipeline stage (Book An Appointment, Not Responding, New, Loss), MQL status, source (fb/ig/google) and revenue per lead — all tied back to the originating ad account

• A Google Sheets Sync tool that maps a shared sheet's 'source' column to the right Google or Meta account automatically, so leads captured outside the platform sync in on demand

• An Analytics Dashboard giving an executive, cross-client overview — ad spend, total/qualified leads, average CPL, average CPQL, qualification rate and overall ROAS — with date-range and account filters, plus day-over-day and source-level breakdowns

• A Revenue Attribution Report connecting spend to outcomes: total revenue, average deal size, ROAS, overall ROI, revenue by source, a Top 10 revenue-generating campaigns leaderboard, and a Google-vs-Meta platform comparison

• An Integrations hub showing live connection status per ad platform (connected account email, last sync time, number of connected sub-accounts) with per-account auto-sync toggles and manual Sync Now controls

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Impact

• Replaced manual spend-and-lead reconciliation across Meta and Google Ads with a single dashboard spanning thousands of ads and leads per account

• Made lead qualification and source attribution visible at a glance (MQLs, qualification rate, CPQL) instead of requiring a separate CRM export

• Connected ad spend directly to revenue outcomes through the Revenue Attribution Report, surfacing which campaigns actually paid back

• Let teams onboard existing lead data quickly via Excel import or Google Sheets Sync rather than manual re-entry

• Gave account managers a day-over-day and client-level view (23+ connected Google Ads accounts in one workspace) for faster reporting and optimization decisions

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