VitalMetrics Reporting Platform (Beta)
Reporting Dashboard for Marketing Performance and Revenue Visibility
Visualize marketing performance and connect your investment to real revenue outcomes. Utilize our AI agents to summarize, provide insight, and help make sense of your marketing performance.
What Is VitalMetrics?
VitalMetrics is a marketing performance dashboard that brings your marketing performance data together in one visual and easy to understand experience. It connects your marketing investment to real results so you can easily see true Return On Marketing Spend (ROMS) and how your efforts are impacting revenue.
This is not just another analytics tool. It is a performance intelligence platform built to help you understand your marketing results, simplify your data, and demonstrate the value of your investments. Combine data across channels to see your true blended performance rather than siloed reports or service-specific performance.
Why VitalMetrics Matters
Actionable Insights and Real ROI Clarity
Marketing performance data is only valuable if it is easy to understand and directly tied to business outcomes. VitalMetrics visualizes the most important metrics so you can:
See performance in simple, impactful charts and dashboards
Track trends over time and compare performance periods
Understand how investments in marketing connect to revenue growth
Make smarter decisions backed by clear data
Share insights quickly with your team and leadership
This is performance intelligence designed for decision makers, not just analysts.
Data Visualization That Speaks to Business Results
VitalMetrics translates raw data into visual insights you can quickly act on. The dashboard reveals:
Which campaigns are driving revenue
Where spend is most effective
Opportunities and risks in your marketing
What is working and what is not
How your marketing contributes to your bottom line
With intuitive, visual representations, you no longer have to interpret confusing spreadsheets or disconnected reports.
Leads-to-Revenue Insights Dashboard
Understand your leads and the revenue they drive
The Leads-to-Revenue Insights Dashboard functions as both a simple CRM and a performance engine. It pulls all your leads, both form and phone contacts, into a single system where you can:
View all contact data in one place
Assign status and track lead progression
Attribute revenue to leads
See the full return on your marketing investment
No separate tools to manage. No guesswork. Just clear connection of marketing spend to revenue realized.
Monthly Reporting Included
On a set schedule, you receive a professional, PDF performance report delivered to your inbox. These reports include:
Visual performance summaries
Trend comparisons
Key insights for the prior period
Top gains and areas for improvement
You can also log in at any time for live data.
Built for Simplicity and Flexibility
VitalMetrics is designed around how you work. It includes:
Easy to read dashboards with dynamic visuals
Period comparison tools for performance context
Alerts for key changes in your metrics
Date range controls for custom views
Support for multi‑location or multi‑business rollups
Historical data pulled in at onboarding
This is the data system you actually use and trust.
Custom Dashboards and Integrations
Need something unique? We can build custom dashboards tailored to your business data and operations. This includes:
Executive scoreboards
Revenue performance systems
Third-party or internal data integration
Specialized reporting views
These can be scoped and quoted based on your requirements.
How VitalMetrics Helps You
VitalMetrics gives you:
Clarity across marketing performance
Visual insights you can act on immediately
A true view of return on what you spend
Confidence in marketing decisions
Reporting that proves your value
Get the insights that matter most.