Marketing and sales data usually sits in many places: website analytics, each advertising platform, social media statistics, the customer relationship management (CRM) system and the sales system. Each shows a different number for the same thing, and someone spends days every month copying figures into a spreadsheet. By the time the report is ready it is out of date, and it still does not show where customers drop off before buying.
Kemlat defines the indicators that matter for your decisions, connects the data sources behind them, and builds dashboards that update automatically. We start by agreeing what each indicator means and where its data comes from, fix gaps in tracking, then design clear views for management and for the teams who act on them. We train your users and review the dashboard with you after launch.
How we work
- 01
Agree the questions and indicators
We meet management and team leads to list the decisions the dashboard must support. For each indicator we write a definition, a formula, a data source and an owner, for example what counts as a qualified lead.
- 02
Map and check the data sources
We review website analytics, ad platforms, social media, the CRM and sales data, and test whether website actions such as form submissions, lead sources and campaign tags are recorded correctly.
- 03
Fix tracking and data gaps
Where data is missing or inconsistent, we correct the tracking, add campaign tags, or agree changes in how your team records the source of each lead.
- 04
Connect and automate the data
We connect the sources to a reporting tool such as Power BI or Looker Studio, with scheduled refresh, so figures update without manual copying.
- 05
Design the dashboard and reports
We build a short summary view for management and detailed pages for marketing and sales, including a conversion funnel that shows each step from first visit to purchase.
- 06
Train and follow up
We train users to read and filter the dashboard, then review it with you after a period of use and adjust anything unclear or unused.
What you receive
Indicator dictionary
Each indicator with its definition, formula, data source and owner.
Tracking corrections
Fixed or added tracking, campaign tags and lead source fields, with a written record of each change.
Connected dashboard
A dashboard with automatic data refresh and separate views for management and teams.
Scheduled reports
Regular summaries sent automatically to the agreed recipients.
Training and review session
User training, then a follow-up review to refine the dashboard.
What changes for you
- Everyone uses the same definition and the same figure for each indicator.
- Reports update automatically, which frees the time once spent copying data.
- You can see where leads and customers drop off and focus improvement there.
- Budget and campaign decisions rest on channel results you can check.
Where this service sits in the KEMLAT Method
Scope: Reporting tool licences, if needed, are paid separately. A dashboard can only show what the source systems record. If a source system must be changed beyond its tracking settings, that work is scoped separately.
Questions clients ask
Which tools do you build dashboards in?
Usually Power BI or Looker Studio, chosen according to your existing licences, data sources and who needs to see the results. If you already use a tool, we build in it.
Can you include data from our ERP system or CRM?
Yes, if the system allows a direct connection or a regular data export. An ERP system is the software that runs your finance, stock and sales. We confirm this during the source review before committing to it.
What if our data is poor?
We find out early, during the source review. Some gaps can be fixed in tracking, while others need your team to record information differently. The dashboard shows only figures that can be trusted, with notes on any limits.
Who looks after the dashboard after delivery?
Your trained users handle daily use. New indicators or data sources can be added later as a small project or under a support agreement.
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