Most teams already collect the numbers. The trouble is that they live in different places: leads in the CRM, spend in the ad platforms, sessions in analytics, deals in a spreadsheet. So nobody can quickly say which channel actually turns into revenue.
What a revenue and pipeline dashboard shows
A revenue and pipeline dashboard, sometimes called a RevOps dashboard, brings those sources into one screen. It shows how many leads came in, how many became meetings, and how many became deals, with the money attached at every stage. Because it reads from your live sources, the picture stays current on its own.
The point is not more charts. It is one place where marketing and sales read the same funnel and agree on what is working.
One view: lead to meeting to deal, by channel
The dashboard is built around the journey a buyer actually takes. Each stage is a column you can read left to right.
- Leads by channel and campaign
- Meetings booked from those leads
- Deals opened and their value
- Deals won and revenue by source
- Cost per lead and per meeting
- Conversion rate between each stage
Filter by date, channel or campaign and every number moves together. When a source brings plenty of leads but few deals, it shows up straight away, so you can move budget with evidence rather than a guess.
One link, refreshed daily, that answers where revenue comes from.
Who a RevOps dashboard is for
This service suits teams that spend across more than one channel and want a single source of truth instead of a monthly manual report.
Founders and business owners
You want one honest view of what marketing spend turns into, without waiting for someone to build a slide deck at month end.
Marketing and sales teams
You need marketing and sales to read the same funnel, so the debate is about action rather than whose numbers are right.
Agencies and consultants
You report to clients and want a clean, branded dashboard that updates by itself instead of a fresh export every week.
Ecommerce and service brands
You run several sources at once and want cost per lead and cost per meeting side by side to steer budget week to week.
What you get
Every dashboard project delivers the same core pieces. We agree the detail with you first, then build.
One connected dashboard
A single Looker Studio dashboard that reads from your live sources, with the full lead to meeting to deal funnel and revenue by channel.
Agreed definitions
We write down what counts as a lead, a meeting and a deal, so the numbers mean the same thing to everyone who opens the report.
Daily automatic refresh
The dashboard updates from your connected sources each day. No spreadsheets to rebuild and no copy and paste from platform to platform.
Handover and a short guide
A walk-through session and a plain how-to guide, so your team can read the dashboard and make small edits without us.
How we build your dashboard
The build runs in four clear steps. You know what happens at each one and what we need from you.
1. Map the funnel
We sit with you to list your channels and stages, and agree what a lead, a meeting and a deal mean for your business.
2. Connect the sources
We link your CRM, ad platforms, analytics and any spreadsheets, then clean and match the data so it lines up correctly.
3. Build the dashboard
We lay out the funnel view, the channel breakdown and the cost figures, then review a draft with you and adjust.
4. Hand it over
We set the daily refresh, walk your team through the report and give you the short guide to keep.
Built in Looker Studio, or your stack
We build most dashboards in Looker Studio. It is free to run, it shares with a single link, and it connects to the marketing and CRM sources most teams already use. That keeps the running cost low and the report easy to open on any device.
If your team already reports in another tool, tell us and we will work within it where we can. Either way the dashboard sits on your own account, so you keep control of the data and the access.
What it costs
The price depends on how many sources you want connected and how detailed the funnel needs to be. A single-source dashboard is a smaller build than one that ties together a CRM, several ad platforms and analytics.
Tell us your sources and what you want to see, and we reply with a fixed quote, so there are no surprises.