Reporting that shows what actually drives the business.
Not 8-page screenshots of platform-native dashboards. Senior-strategist-curated monthly reviews, BigQuery + Looker portfolio dashboards refreshed daily, and quarterly executive reviews for PE-portfolio engagements. Same reporting backbone across all three verticals, different views layered on top.
Different audiences, different cadences, same data layer underneath.
Weekly delivery cadence
Async-first weekly check-in. What shipped, what's in flight, what's blocked, what's next. Notion-based, ~15 minutes to read. For the day-to-day client lead managing the engagement internally.
Monthly senior-strategist review
60-minute monthly review with the senior strategist. KPI movement, programme adjustments, next-month editorial / campaign calendar approval, 30/60/90 horizon planning. Live walk-through of the BigQuery dashboards.
Quarterly portfolio review
For PE-portfolio engagements only. Quarterly review with the portfolio CEO + investment committee. Portfolio-level consolidation, brand-by-brand performance, ROI accountability, multi-year trajectory.
BigQuery + Looker for portfolio engagements.
For our portfolio engagements (PE-backed healthcare, multi-brand FMCG), we build a BigQuery + Looker data layer that consolidates: Google Ads accounts (across multiple ad accounts), Meta Business Manager, GA4, Klaviyo, Salesforce / HubSpot, and platform-specific data (Shopify, WooCommerce, WordPress CMS).
Refreshed daily. Accessible by your senior team via Looker Studio. NL2SQL self-service available, your portfolio manager can ask "how many GP appointments did we book in Brisbane last month vs the prior month?" in plain English and get the SQL + the answer.
For non-portfolio engagements, we use Looker Studio dashboards directly without the BigQuery layer, the same visibility, simpler infrastructure.
What goes on the BigQuery dashboard
- Per-brand performance (multi-brand portfolios)
- Per-clinic / per-location performance (multi-location healthcare)
- Channel-level attribution (Meta + Google + LinkedIn + email)
- Conversion funnel by audience segment
- Cohort retention (B2C), patient retention (healthcare), tenure (B2B)
- Anomaly detection on ad-account spend velocity
- Ad spend pass-through verification (audit-able)
Want to see a sample BigQuery dashboard?
Forty-five-minute call. We'll walk through a Charleston's-shaped or Partnered-Health-shaped sample dashboard, anonymised, and show you what the daily refresh looks like.
Book a discovery call