All client work
Inside the engagement
How a Community Bank Replaced Five Spreadsheets with a Live Multi-Source Performance Dashboard
IndustryBanking & Finance
ClientRegional Community Bank
Reported resultReal-time decision making in hours, not days
The business challenge.
Fragmented tracking forced marketers to stitch Meta, Google, and landing-page data by hand, delaying optimizations and muddying ROI conversations with executives.
The work behind the result.
We rebuilt Google Tag Manager, enforced iron-clad naming conventions, piped multi-channel data into Looker Studio, and trained the team to pivot creative the same day insights surfaced.
What changed.
Real-time decision making in hours, not days
BeforeManual, next-day spreadsheet aggregation
AfterReal-time Looker Studio dashboard
ImprovementDecisions made in hours, not days
Results are specific to this engagement.
What leaders can take from it.
- 01Consistent naming is the bedrock of attribution.
- 02Dashboards need business KPIs, not vanity metrics.
- 03Self-serve insights slash decision latency.
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