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Growth & Marketing#30 CRM Pipeline
Performance Marketing Dashboard
"One screen to see what every rupee of ad spend is doing"
-98%
Reporting Time
10x
Decision Speed
Weekly
Spend Reallocation
The Problem
Marketing reports live in slides. By the time leadership reads them, the spend is gone and the trends have changed. Decisions lag the data by weeks.
Workflow
How the system runs
- 01All channels (Meta, Google, organic) piped in
- 02Spend, leads, qualified, closures unified
- 03Cohort + UTM-level breakdowns auto-built
- 04ROAS, CAC, LTV calculated daily
- 05Anomaly alerts pushed to Slack
- 06Leadership dashboard with one source of truth
Customer Interaction
CRM Pipeline
New
—
Contacted
—
Qualified
1 active
Site Visit
—
Closed
—
W
What's our blended CAC this month?
Stage · Qualified
86
Lead Score
Activity
- T+0mWhat's our blended CAC this month?
- T+1m₹4,820 across Meta + Google + Organic. Trending down 12% vs last month.
Dashboard & Reporting
Performance Marketing Intelligence Room
Performance Marketing Intelligence Room
CAC and qualified ROAS trend
Live
Ad Spend Tracked
₹42L
+18%
Blended CAC
₹4,820
−12%
Qualified ROAS
3.4x
+22%
Wasted Spend Caught
48h
fast
UTM Coverage
98%
+16%
Reporting Time
−98%
saved
CAC and qualified ROAS trend
Blended CAC
₹4,820
down 12% MoM
Best channel
Google Search
3.9x
Creative fatigue
2 campaigns
alert
Budget shifts
Weekly
auto
Source / segment mix
- Google36%
- Meta31%
- Organic17%
- Retargeting9%
- Referral7%
Operational Improvement
Before vs After
Before
- Marketing report arrives after budget is spent
- CPL optimised without sales quality
- Creative fatigue spotted late
- Leadership cannot trace spend to revenue
After
- Spend, qualified leads, visits and closures in one view
- CAC and ROAS update daily
- Anomalies trigger alerts within 48 hours
- Budget shifts tied to revenue outcomes
Business Impact
Measured outcomes
-98%
Reporting Effort
10x faster
Decision Speed
Real-time
Channel ROAS Visibility
Within 48h
Wasted Spend Caught
Technology Stack
Enterprise architecture
3-week build · production-grade infrastructure
Communication Layer
- WhatsApp Business API
CRM Layer
- HubSpot CRM
Analytics Layer
- Looker Studio
Automation Layer
- n8n
Integration Layer
- Meta Ads Manager
- Google Ads
Suitable Industries
Real Estate Education Healthcare D2C SaaS Insurance Agencies
Implementation Brief
Performance Marketing Dashboard rollout plan
Architecture, integration layers, operating rhythm and KPI governance for a 3-week production rollout.
System Walkthrough
6-step workflow · 6 KPI dashboard · pipeline interaction model
Project Note
"If you can't see your funnel in real time, you can't optimise it. Build the dashboard once and growth becomes obvious."
Project Concept & Design
Anurag Dube
Developed Under
NeovraAI
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