Growth · Measurement and evidence · 04

Dashboard

The dashboard gives the organization a single, current view of the measures that matter, drawn from the same definitions as the monthly report: AI share of voice and citations, organic and AI-referred traffic, inquiries by source, cost per qualified inquiry, paid spend, pages published and refreshed, performance and security posture. It is needed when data lives in several platforms with different definitions, when leadership wants to look between monthly reports, when several people need the same numbers without asking, or when a vendor’s dashboard shows its own favorable metrics rather than the organization’s. The work produces a dashboard built on the baseline definitions, connected to the sources, accessible to the people who need it, and maintained so that it stays accurate.

Scope

What the review covers.

  • Measures and definitions from the baseline
  • Data connections to analytics, search, advertising, call tracking, CRM and measurement tools
  • Views for executives and for the operating team
  • Data quality checks and failure alerts
  • Access and ownership in the organization’s name
  • Maintenance as sources change

Deliverables

What you receive.

DeliverableForm
DashboardExecutive and operating views
Data connectionsDocumented, owned by you
Quality checksAlerts when a source breaks
Maintenance recordChanges to measures and sources

Prerequisites

What we need from you.

  • The baseline definitions
  • Access to the data sources
  • A decision on the dashboard platform, or agreement to use ours

By David Selakovic · Published 2026-10-16 · Revised 2026-10-16 · Reviewed every 180 days

Questions

Asked before engaging.

Does the dashboard replace the monthly report?

No. The dashboard shows current numbers; the report interprets them and recommends. Both use the same definitions.

Who owns the dashboard?

You do. It is built in your accounts, and the connections are documented so it outlives the engagement.

What if a data source breaks?

Quality checks alert on it, and the dashboard shows the gap rather than silently displaying wrong numbers.

Tell us what must grow.

Discuss a Requirement →