Four numbers, one page, one dashboard, nothing leaves the building

4commercial numbers on every report: enquiries to sales, cost per customer, revenue against the competitor set, repeat rate

1dashboard per client, live, with the same four numbers and every channel behind them

0customer records leave your systems: sources and counts, never names

Why the numbers you see do not add up

Every platform reports its own version of the truth. Three gaps sit between them and the bank

Sales are not tied to their source

The booking or order system knows the sale; the ad platform knows the click. Nothing joins them, so every channel claims the same customer.

Platform metrics stand in for commercial ones

ROAS, CTR and rankings are evidence, not results. When they lead the report, the business scales on the wrong number.

The report has forty charts and no decision

A report that does not end with a recommendation is a record, not a tool. Ours ends with one decision needed from you.

What we set up

Whatever you already have, plus the minimum. We do not add tools for their own sake

Source on every enquiry

Web, phone, WhatsApp, walk-in and referral enquiries tagged with where they came from, with consent-based tracking and call tracking where lawful.

Sale attribution

Enquiries matched to sales in the booking or order system you already run, as counts, so no record leaves the business.

Your dashboard

One per client. The four numbers, every channel behind them, updated as the data arrives. Yours to open any day, not just on report day.

The monthly page

The four numbers, three things that changed, one decision needed. A red number is stated as red.

What we fixed. What changed

Professional services · Analytics

Recruitment consultancy, Birmingham

£410kof pipeline traced to previously unclear sources

A large share of opportunities entered the CRM with either direct or unknown as the source, making channel reporting unreliable. We added self-reported attribution to enquiry forms, matched source data against CRM records and reviewed pipeline by first identifiable source.

£410k of pipeline was traced to referrals, industry events and partner introductions that had previously been grouped into direct or unknown.

Software · Paid ads

Procurement software, Series A, Europe

−37%cost per qualified opportunity, five months

Search campaigns treated educational searches, pricing searches and direct software comparisons as equally valuable. We split campaigns by intent, introduced qualification before demo booking and imported CRM opportunity stages back into the ad platforms.

Cost per qualified opportunity fell 37% over five months. Lead volume decreased 18%, while qualified pipeline increased 24%.

Local services · Paid ads

Boiler installation company, Greater Manchester

£102cost per booked survey, down from £168

Search campaigns were optimised towards form submissions, including price-check enquiries and customers outside the service area. We tightened location targeting, added qualification around property type and moved campaign reporting towards booked home surveys.

Cost per booked survey fell from £168 to £102 over four months. Survey volume increased 22%.

See all cases

Market changes

What is changing in the markets we work in, and what it means for your numbers

Man on a desk phone at an oak desk by a tall window

Hotels

What 34 hotel owners and managers said they wanted, when asked directly

Our own study of 34 owners and general managers who requested an audit: who they are, what they run, and which growth problems they name first.

News · 5 min read

Practice owner holding the door for a client on a tree-lined street

AI

How to audit your clinic's AI visibility in an afternoon

The method behind point one of the Business Scan: how to choose the prompts, how to run them, how to score named, mentioned and absent, and what to do with the result.