How a Community Bank Replaced Five Spreadsheets with a Live Multi-Source Performance Dashboard
Fragmented tracking forced marketers to stitch Meta, Google, and landing-page data by hand, delaying optimizations and muddying ROI conversations with executives.
Banking & Finance
Regional Community Bank
Real-time decision making in hours, not days
Performance Snapshot
A quick before-and-after view of business outcomes from this engagement.
Before
Manual, next-day spreadsheet aggregation
After
Real-time Looker Studio dashboard
Improvement
Decisions made in hours, not days
The Challenge
Fragmented tracking forced marketers to stitch Meta, Google, and landing-page data by hand, delaying optimizations and muddying ROI conversations with executives.
Our Solution
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.
Key Takeaways
Consistent naming is the bedrock of attribution.
Dashboards need business KPIs, not vanity metrics.
Self-serve insights slash decision latency.
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