01
Data integration & infrastructure
Built a unified automated pipeline across marketing and CRM systems with BigQuery storage, templated dbt models replicated across all 10 brands, and daily refresh.
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.
Context
Ten brands. One connected reporting system.
See Spark Go, a digital marketing agency, needed a sophisticated reporting solution for their client, a franchise development company managing 10 service brands. The client needed visibility into how advertising performance translated through deal stages in HubSpot and Salesforce.
Maven built a scalable templated dashboard system that consolidated Facebook Ads, Google Ads, HubSpot, and Salesforce into unified reports, including brand-specific dashboards, a portfolio overview, deal-stage attribution, and landing-page analytics, all delivered through a white-labeled client portal.
Challenge
Make the hard parts visible.
Constraints we designed around
- 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 and their franchise development client struggled with 10 brands needing isolated and portfolio reporting, Facebook and Google Ads disconnected from HubSpot and Salesforce, no ad-to-closed-deal attribution, unsustainable manual brand reporting, no white-label client access, and landing-page blind spots.
Approach
Build the foundation, then make it useful.
Each engagement follows the work required to move from fragmented source data to a reporting layer people can use.
02
Brand-specific dashboard templates
Deployed a repeatable reporting framework for each franchise brand covering ad performance, lead tracking, pipeline reporting, and source attribution.
03
Portfolio-level unified dashboard
Created an executive view for cross-brand comparison, portfolio spend analysis, best-performer identification, and trend analysis.
04
Deal stage by source attribution
Connected advertising directly to franchise revenue with source tracking across Facebook, Google, organic, referral, and direct, mapped through Inquiry → Qualified → Contract → Closed.
05
Landing page analytics & white-label portal
Added scroll-depth and conversion analytics across brand sites, plus a branded client portal with role-based access and 24/7 self-service reporting.
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
Deliverables
The work leaves a usable system behind.
Maven deployed a templated architecture across six layers: unified ingestion, brand dashboard templates, portfolio executive views, deal-stage-by-source attribution, landing-page analytics, and a white-labeled client portal.
Brand dashboards
A repeatable reporting template for each franchise brand.
Portfolio reporting
Compare spend, pipeline, and performance across ten brands.
Deal attribution
Connect acquisition sources to CRM milestones and closed deals.
Verified outcomes from the case study
What changed after the work.
The project connected ten brands with self-service reporting and deal-stage attribution.
- 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.”
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