Leadership/Internal Reporting 

 Datasources: Quickbooks Online, Hubspot, FB Ads, Google Ads, Microsoft Ads, FB Social, Linkedin, Instagram Business

Description: revenue, sales, expenses, return on investment, profit margins, sales pipeline summary, avg deal amount, social media follower summary, ad spend and ad conversions

Employee Dashboard

 Datasources: Salesforce, Google Sheets, Xero, Zendesk

Description: revenue by product, customer churn, nps scores, product reporting, beta customers, active accounts

 Datasources: PostgreSQL Database

Description: customer value, avg order, life time value, avg purchase frequency, customer acquistion cost

Formstack

 Datasources: Formstack

Description: Form scores, score notes, appointment scheduling percentages, follow up tasks by provider