01
One pipeline for every brand
We built one automated daily pipeline from the marketing and CRM systems into BigQuery, with the same dbt models reused across all 10 brands.
See Spark Go · Franchise marketing agency
Multi-brand franchise attribution.
A repeatable, white-labeled reporting system connected advertising to CRM deal stages across a ten-brand franchise portfolio.
Situation
Ten brands. One connected reporting system.
What made it hard
- Ten franchise brands with separate reporting needs
- Advertising and CRM data disconnected from closed deals
- New brands needed a repeatable reporting setup
See Spark Go, a digital marketing agency, needed reporting for a client that develops franchises across 10 service brands. The client wanted to see how advertising turned into deals in HubSpot and Salesforce.
We built a templated dashboard system that brought Facebook Ads, Google Ads, HubSpot, and Salesforce into one set of reports: a dashboard for each brand, a portfolio overview, deal-stage attribution, and landing-page analytics, all in a white-labeled client portal.
See Spark Go’s client ran 10 brands that each needed their own reporting plus a portfolio view. Facebook and Google Ads weren’t connected to HubSpot and Salesforce, so nobody could tie an ad to a closed deal. Brand reports were built by hand, clients had no white-labeled access, and landing pages were a blind spot.
What we did
How we fixed it.
We built one templated reporting system in six parts: shared data collection, brand dashboards, a portfolio view, deal-stage attribution by source, landing-page analytics, and a white-labeled client portal.
02
A dashboard template per brand
Each brand got the same reporting framework: ad performance, lead tracking, pipeline, and source attribution.
03
A portfolio view
An executive view compares brands side by side: spend, best performers, and trends.
04
Deal stages by source
We connected advertising to franchise revenue, tracking each source (Facebook, Google, organic, referral, and direct) through Inquiry → Qualified → Contract → Closed.
05
Landing pages and the client portal
We added scroll-depth and conversion tracking across brand sites, and a branded client portal with role-based access and self-service reporting around the clock.
System view
One path from activity to an answer.
Connected advertising, CRM deal stages, and brand reporting into a shared view of franchise performance.
Advertising
Campaign activity and spend across channels
CRM
Inquiry, qualified, contract, and closed stages
Reporting models
Consistent sources and definitions across brands
Client portal
Brand dashboards and a portfolio-level view
Result
What changed.
Ten brands moved onto one reporting system, with deal-stage attribution and self-service access.
- 10
- Franchise brands with unified reporting
- 4
- Primary advertising and CRM sources consolidated
- 24/7
- Self-service reporting access
- End-to-end visibility from ad impression to closed franchise deal
- True deal-stage attribution by channel across the portfolio
- Landing-page performance unlocked for optimization across all 10 brands
- Portfolio-level intelligence for side-by-side brand comparison
- White-labeled 24/7 self-service reporting without manual report requests
“MetricMaven built exactly what we needed: a scalable system that gives our franchise development client visibility they've never had before. Being able to see which ad sources actually drive closed deals, not just leads, has transformed how they allocate their marketing budget. And the fact that we can add new brands to the system without starting from scratch makes this a true competitive advantage for our agency.”
Accurate measurement starts with clear definitions.
Every engagement starts with a tracking audit: what you track today, what’s missing, and what to fix first.
