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Portfolio Reporting · Specialist capability

Portfolio reporting, BigQuery-driven, multi-brand, PE-CMO ready.

Portfolio reporting specialist for multi-brand operators and PE-portfolio CMOs. BigQuery-driven multi-brand reporting (For Health 9 sub-brands; The Indulge Group multi-brand FMCG; Sports Range 4×4 3 brands), PE-portfolio-CMO-ready dashboards (the shape PE operators actually consume), real-revenue reconciliation (booking-system or ecom GMV, not platform-attributed phantom), monthly cadence.

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What proper portfolio reporting actually requires

Four portfolio-reporting disciplines.

BigQuery as ground truth

Multi-brand warehouse + reconciliation

BigQuery as the multi-brand reporting ground truth, per-brand GA4 export, per-brand Meta + Google Ads daily ingest, per-brand Shopify / WooCommerce / booking-system order-stream, all reconciled in one warehouse with a consistent revenue truth across the portfolio.

PE-CMO-ready shape

Dashboards in the shape PE actually consumes

PE-portfolio-CMO-ready dashboard shape, per-brand performance against budget, portfolio-rollup against thesis, cohort + retention + payback metrics for ecom, booking-revenue trajectory for healthcare, RFP-pipeline attribution for B2B. The shape PE operators actually consume in board packs.

Real-revenue reconciliation

Booking-system / GMV, not platform attribution

Real-revenue reconciliation, healthcare booking-system offline-conversion upload, ecom Shopify / WooCommerce GMV reconciled to ad-spend, B2B HubSpot pipeline-revenue tied to lifecycle automation. Real revenue, not platform-attributed phantom.

Monthly cadence + commentary

Numbers + narrative + next moves

Monthly reporting cadence, automated dashboard refresh, senior-strategist commentary on what changed and why, next-30-days move list per brand, quarterly portfolio-level strategic-review cadence. The commentary is the discipline; the dashboard is the artefact.

Where it shows up in client work

Where portfolio reporting runs today.

Healthcare · 9 sub-brands

For Health

9-sub-brand portfolio reporting. BigQuery-driven multi-clinic + multi-brand attribution, booking-system revenue reconciliation, PE-portfolio-CMO commentary cadence.
Consumer · FMCG · Multi-brand

The Indulge Group

Multi-brand FMCG portfolio reporting, per-brand performance, multi-brand retainer pattern, FMCG-cycle commentary discipline.
Automotive · 3-brand · 10yr

Sports Range 4×4

Sports Range 4×4 and Trailfox. Lightspeed point-of-sale revenue reconciled to tracked leads in the 121 Insights dashboard, with offline conversions fed back to Google and Meta.
ENGAGEMENT SHAPE
  • Commercials: Block Hours or Foundation retainers, disclosed hourly pool. Management fees are named lines, agreed up front. Pricing →
  • First 30 days: access, audit and strategy lock-in with the senior strategist who runs the account.
  • Days 30 to 90: full delivery cadence live, first performance review, scope confirmed against the cap.
  • Who delivers: a senior strategist plus the specialist pod for this service. Month to month, no lock-ins.

Multi-brand portfolio that needs proper reporting discipline?

Thirty-minute call. We'll look at your current reporting posture, your BigQuery state, your real-revenue reconciliation, and your PE-CMO commentary discipline.

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