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ZAF

Analytics · Multi-channel business

Executive dashboard joining ad spend, CRM and revenue

A data pipeline and reporting layer that brings marketing, sales and finance data into one daily management view.

Illustrative scenario. This page describes a representative engagement to show how we approach a problem. It is not a client case study and contains no client names, figures or results.

  1. 01

    Problem

    Leadership received separate reports from marketing, sales and finance, each prepared manually and each using different definitions. Questions like 'what did it cost to acquire a customer last month?' took days to answer.

  2. 02

    Solution

    Scheduled pipelines extract campaign data from the Meta Marketing API, leads and deals from the CRM and invoices from the accounting system into a governed reporting database. Metric definitions were agreed and documented; validation checks reconcile totals with source systems. A dashboard presents acquisition cost, pipeline, revenue and margin by channel, with alerts for unusual changes.

  3. 03

    Technology

    • Node.js
    • PostgreSQL
    • Scheduled jobs
    • Custom dashboard
  4. 04

    Integration

    • Meta Marketing API
    • CRM API
    • Accounting API
  5. 05

    Business Outcome

    One set of numbers everyone trusts, updated daily without manual work. The reporting model is the base for AI-generated weekly summaries and recommendations.

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