Case
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B2B mid-market
From two dashboards and two stories to a working truth
A mid-market B2B organisation had 40 reports in HubSpot, 12 dashboards in GA4 and an Excel report in a hidden drive. Marketing reported 400 MQLs per quarter. Sales accepted 60. The lifecycle model was not adopted by both teams, and the marketing automation ran independently of the sales process. Nobody knew the pipeline contribution per channel, and the board received three different stories every month.
In six weeks we rebuilt the question architecture. Five questions leadership wants to see every Monday, five corresponding dashboards. First-touch plus U-shaped attribution in HubSpot, offline conversions from CRM to Google and LinkedIn. After three months: one dashboard, one story. The board decides on data, not on gut feel.
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