Data & Insights

See the full picture. Make better decisions.

AI-built dashboards and data models that connect your marketing spend to closed deals. From scattered spreadsheets to a single source of truth — updated in real time.

The Shift

From scattered to clear

Without Unified Data

  • Marketing spend tracked in spreadsheets
  • CRM data disconnected from ad platforms
  • No idea which campaigns produce contracts
  • Weekly manual reports that are already stale
  • Rep performance measured by gut feel

With White Space Data & Insights

  • Every data source connected automatically
  • Real-time dashboards updated as data flows
  • Campaign → lead → contract attribution in one view
  • AI-flagged anomalies before you notice them
  • Rep scorecards with objective benchmarks

How It Connects

Your data, unified

We connect every source into a single AI-powered data model — so you see the complete picture from marketing spend to closed deals.

CRMREsimpli · Podio · GHL
Ad PlatformsGoogle · Facebook
Call TrackingCallRail · smrtPhone
Direct MailLob · Click2Mail
AI Data ModelUnified · Automated
DashboardsReal-Time · Interactive

What You See

Dashboards built for operators

Not another BI tool you need to learn. Dashboards designed for people who make decisions, not write SQL.

Sample Data — Direct Mail Campaign

Key Metrics

0x
ROAS
0
Net Leads
$0k
Spend
$0k
Profit

Mail Volume by Month

9,574
Dec
11,524
Jan
12,982
Feb

Campaign Attribution

CampaignLeadsDealsROAS
Niche271014.5x
Standard510.0x
Total32116.3x

How It Works

Live in weeks, not months

Four steps from scattered data to actionable dashboards.

  • Grant API access to your CRM, ad platforms, and call tracking
  • We handle all integrations — REsimpli, CallRail, Google Ads, Facebook, direct mail platforms
  • Your team effort: ~30 minutes of credential sharing
  • Timeline: 2-3 days

What We Measure

Every metric that matters

From first marketing touch to closed deal — plus any custom KPIs specific to your business.

Acquisition

Cost per Lead

Total spend divided by qualified leads, broken down by channel

Spend by Channel

Where your marketing dollars go and which channels earn them back

Mail Volume & Response

Pieces sent, response rates, and cost per response by campaign type

Conversion

Lead-to-Appointment

Percentage of leads that book and show for appointments

Appointment-to-Contract

Close rate from qualified appointment to signed contract

Rep Performance

Individual and team scorecards with AI-powered benchmarks

Revenue

Cost per Contract

True cost from first marketing touch to signed deal

Campaign ROAS

Return on ad spend by campaign, channel, and time period

Projected vs Actual Profit

Track deal profitability from projected to realized

Capabilities

Data that drives decisions

We build and manage your entire analytics stack. You review dashboards and make decisions.

AI-Built Data Models

We connect your scattered data sources into a unified model — CRM, ads, calls, mail, and deals in one place.

Real-Time Dashboards

Live dashboards that update as data flows in. No more waiting for weekly reports or manual spreadsheet updates.

Marketing Attribution

See which channels, campaigns, and reps actually produce closed deals — not just leads. True ROI visibility.

Rep Performance

Track individual and team performance with AI-powered benchmarks. Identify top performers and coaching opportunities.

Frequently Asked Questions

Ready to see the full picture?

Book a Revenue Audit and we'll map your data landscape and show where clarity can drive revenue.