A coaching company ran ads for 14 gyms, and every account reported differently. This project put all of them on one board with the same numbers, ranked from best to worst.
COACHING // META + CRM → BIGQUERY → LOOKER
AVG DEAL $690 · BEST CAC $214
The leaderboard ranks all 14 accounts on the same numbers.
The pink badges show sales won; the bars show progress toward monthly targets.
Best and worst cost-per-customer sit at each end, so lessons can travel.
Fourteen accounts, fourteen report styles. Cost per customer was a month-end surprise, show-up rates were guesses, and what worked in the best account never reached the others.
We standardised the funnel — spend, leads, appointments, show-ups, sales — for every account, and built a leaderboard where problems show up in week one, not month three.
Ad spend and CRM results are joined for each account in BigQuery, using one shared funnel. Looker Studio shows the leaderboard and a page per account, with alerts for costs and pacing.
Spend + leads per client account.
Appointments, shows, closed deals.
One funnel model × 14 accounts · CAC + pace math.
Leaderboard hero + per-account deep dives.
Pace alerts + monthly account scorecards.
Two more pages: the account table and the alerts page. Built in HTML with sample data.
COACHING // FOURTEEN GYMS, ONE GRAMMAR
| ACCOUNT | SPEND | LEADS | SHOW % | CAC | PACE |
|---|---|---|---|---|---|
| IRON HOUSE | $6,420 | 412 | 71% | $214 | 82% |
| PULSE FIT | $5,180 | 331 | 69% | $246 | 67% |
| FORGE GYM | $4,240 | 256 | 66% | $291 | 74% |
| SUMMIT STRENGTH | $3,610 | 171 | 64% | $318 | 58% |
| APEX ATHLETICS | $3,960 | 184 | 55% | $492 | 91% |
AUTOMATION // CAC + PACE RULES → SLACK
$492 vs $350 ceiling, driven by a 55% show rate. SMS cadence transfer moved up to this week.
58% to target mid-month. Offer-framing playbook is live; monitoring lift.
Meta ↔ CRM joined for 14 accounts at 07:00. 2,146 leads matched. 0 errors.
Iron House stays the reference build: best CAC and best show rate travel together. Apex proves the inverse — fix show-ups, fix CAC.
Portfolio CAC dipped under ceiling for a third week; the playbook-transfer program is doing exactly what it was built for.
Fourteen report styles became one, so accounts are finally comparable.
Cost per customer moved from a month-end surprise to a weekly number.
What the best account does differently is visible — and copied.
NOTE: CLIENT DETAILS GENERALISED · ALL NUMBERS ARE SAMPLE DATA · DASHBOARDS ARE HTML RECREATIONS
If every client account reports in its own style, this board gives them one.