Overview
What was broken, and what had to be true.
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.
The challenge
The reporting layer could not support the decision.
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.
The implementation
One governed workflow from source to output.
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.
Managed services · White-label reporting · CRM attribution · Portfolio governance
The approach
How the system was built.
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.
Brand-specific dashboard templates
Deployed a repeatable reporting framework for each franchise brand covering ad performance, lead tracking, pipeline reporting, and source attribution.
Portfolio-level unified dashboard
Created an executive view for cross-brand comparison, portfolio spend analysis, best-performer identification, and trend analysis.
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.
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.
The outcome
What changed for the team.
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