Eight Hubstaff entities. Automated daily sync. A failing 6-minute trigger fixed to run in 22 seconds. Project delivery, utilisation, and cost dashboards — rebuilt from scratch.

8 Hubstaff entities synced daily16x Pipeline speed improvement after fix

Hubstaff APIGoogle Apps ScriptZoho AnalyticsGoogle Sheets

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⚡

Medical Device Co.

|Executive Scorecard|YTD ▾

NetSuiteAcuity TAM✓ validated

100% KPIs reconciled to source

Total Revenue (YTD)

$24.8M

▲ vs $22.1M plan

NetSuite · validated

Market Share

18.4%

▲ +2.1pp YoY

Acuity TAM blend

Active Accounts

342

▲ +28 QoQ

all regions

Quota Attainment

94.2%

▲ vs 89.1% prior yr

field reps

Avg. Deal Size

$72.4k

▲ +8.3% YoY

neurovascular

Revenue vs Quota — YTD Monthly

Power BI

Revenue Quota

▲ 12.2% above quota run-rate — 3 months ahead of plan

Account Health by Region

Growing At risk Untapped

Market Share vs TAM

Acuity

18.4%

Our share 18.4%

Market 81.6%

+2.1pp YoY · Acuity TAM

Fixed: was reading 0% (model error)

Revenue by Product Family

Each line validated to NetSuite invoice data

Validation Status

Board-grade

Revenue (YTD)✓ Reconciled

Market Share✓ Fixed + reconciled

Quota Attain.✓ Reconciled

Active Accts✓ Def. aligned

Avg Deal Size✓ Reconciled

100% of KPIs pass source reconciliation

Medical Devices

From Four Systems to One Source of Truth

How a regulated US neurovascular device manufacturer turned siloed ERP and third-party market data into dashboards leadership trusts — with every KPI reconciled to source.

4+ Source systems unified into one layer1 Validated source of truth

Power BINetSuiteSQL Data WarehouseAcuity TAM Data

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B2B Security Platform

|Revenue Operations|Last 90 days ▾

USUKSAKEBlueprint ON

Active Pipeline

$6.09M

▲ +18.4%

All regions

Deals in Pipeline

182

▲ +12 WoW

7 stages

Gate Compliance

98.4%

▲ +1.2pp

Blueprint

Leads Routed Today

▲ +3

Auto-assigned

Lists Synced

8 / 8

Every 2h

Pipeline — Blueprint Stage Gates

✓100% of transitions gate-validated — no skipped stages

Lead Routing — 4 Regions

Deluge

🇺🇸USRound-robin · 3 reps

42<4h

🇬🇧UKRound-robin · 2 reps

31<4h

🇿🇦SARound-robin · 2 reps

24<4h

🇰🇪KERound-robin · 1 rep

16<4h

Fallback → GM · Leave coverage active

Closed Won — Monthly Trend

Zoho Analytics

OctNovDecJanFebMar

▲ 3× deal velocity vs pre-RevOps baseline

Lead Source Attribution

Lead Source · Platform Source · Campaign Source

CRM → Campaigns Sync

8 lists total · No manual exports

Lost Deal Nurture

→ 3-email sequence → bi-monthly content

Security Technology (B2B SaaS)

A CRM That Stored Data but Ran No Process

Lead scoring. Blueprint enforcement. Multi-region nurture. Full-funnel attribution. All wired inside one Zoho ecosystem — for a B2B SaaS security platform operating across 4 countries.

7 Zoho products integrated4 Global regions automated

Zoho CRMZoho CampaignsZoho AnalyticsZoho Forms

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Paid Social Performance — Facebook Ads ROAS, spend, sessions and corrected attribution model

Hospitality & Experiences

From Attribution Chaos to Marketing Clarity

How a wellness retreat discovered its Facebook ROAS was 70% higher than reported — and why a 27% revenue drop had nothing to do with ad creative.

2.8x Corrected ROAS vs 1.65x reported41.6% Sessions invisible to GA4 (iOS ATT)

GA4 Data APIGoogle Apps ScriptFacebook AdsRetreat Guru

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Data SourcesPipelineTruthDashboard

Housecall Pro

REST API

Estimates

Jobs

Invoices

GoHighLevel

Marketplace API

Contacts

Opportunities

API calls

Google Apps Script

No server · No middleware

upsert rowsby ID · daily

Google Sheets

Master Data Store

connected onceauto-refreshes

Looker Studio

Live Dashboard

Leads by source

Book rate & WIP

Revenue & estimates

AR ageing (30/60/90d)

Daily time-driven trigger · Incremental upsert · Zero middleware · Runs entirely inside Google Workspace

Home Services

Two CRMs. One Master View. Zero Middleware.

A Google Apps Script pipeline that unified Housecall Pro and GoHighLevel into a single Looker Studio dashboard — 15,149 records synced on first run, 0 SaaS fees added.

15,149+ Records unified on first run2 Disconnected CRMs connected

Google Apps ScriptLooker StudioHousecall Pro APIGoHighLevel API

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E-commerce Platform

|Order Analytics|Last 90 days ▾