< Gain Insights

Reporting, Analytics & Visualization

Many growth-focused organizations are forced to navigate with incomplete and imperfect data about the customer journey. Often, the foundational tools are in place. They just aren’t telling an actionable story. We can help you better understand your data and tools and focus them squarely on your key growth objectives.

Visualize trustworthy data to make informed business decisions

Access data that is accurate and impactful.

Amplify the value of your analytics and reporting tools with data that is accurate and impactful to your business.

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Deliver accurate and actionable data to your reporting and analytics tools in ways that reveal business insights that you can trust.

Many organizations invest in reporting and analytics tools with the aspiration to make data-driven decisions about their business. The problem is that visualizations are only as good as the data behind them. We can help you collect and deliver the right data to your tools of choice and create visualizations that are trustworthy and impactful to your business.

Our Approach

Business Goals
  • Partner with stakeholders to set objectives
  • Collect and harmonize input from all levels of the organization
  • Zero in on the KPIs that truly impact your business

Every engagement begins with the identification of specific business areas where data-driven insights can enhance performance and growth. We gather input from all levels of the organization and create a customized roadmap with measurable success criteria.

Data Discovery
Iterative process
  • Inventory existing 1st and 3rd party data sources
  • Assess and optimize existing tool configurations
  • Document measurement data gaps

Many organizations have existing data sources and technologies that are not being utilized to their full potential. We assess these existing assets and look for ways to optimize them for greater impact.

Identify Opportunities
Iterative process
  • Identify data sets that will unlock new insights
  • Look for unique data searches and combinations that align with business objectives

Once the right foundational data is in place, we help you isolate the data sets that will reveal meaningful insights for your team. We look for ways to apply this data in ways that positively impact business performance.

Collection & Cataloging
Iterative process
  • Document the complete set of data elements that will be tracked
  • Create or refine hierarchies and naming conventions in existing systems

As a clear strategy takes shape, we pinpoint and document the data points necessary to make it a reality. This may include defining new event generation techniques, as well as fine-tuning hierarchies and naming conventions in existing tools.

  • Visualize data in preferred business intelligence tools
  • Design data-driven workflows in CRM and other operational tools
  • Create alert mechanisms for business-critical events

Once the optimal data collection model is in place, we create custom dashboards that turn the data into actionable business insights. Dashboards can be implemented using existing BI and CRM tools or through our Reportiv platform.

“Beyond my internal crew, Convertiv is my second marketing team. They have modern ideas in an industry that’s changing by the day. But their secret weapon is that they let the data do the talking. You know what’s working and what’s not. You can’t fake data.”


Reporting, Analytics, & Visualization

Many businesses make major investments in reporting and analytics tools only to find that they don’t have confidence in the data that powers them. Our data and analytics experts will assess your existing data sources, fill gaps with new tools where needed, and create reports and visualizations you can trust to guide your business. We’ll help you establish a single version of the truth and surface the insights you need to make data-driven business decisions.

  • Source data assessment and optimization
  • Technology auditing and guidance
  • Data visualization

Web Analytics and Tag Management

Our team will perform an in-depth assessment of your current web analytics and tag management tools and identify any measurement gaps. Through a systematic discovery process, we will identify opportunities to improve business performance through greater visibility and propose specific changes and enhancements. Once a strategy is finalized, we will work in partnership with your team to implement and test any changes and create visualizations to make the resulting data more actionable.

  • Assess current capabilities
  • Define and implement high-impact changes
  • Visualize meaningful insights

SiriusDecisions Demand Waterfall® Implementation

SiriusDecisions Demand Waterfall is a proven methodology for defining and realizing value from the demand management process. But many organizations struggle to keep their growing and evolving collection of marketing technologies aligned. Our team has extensive experience helping organizations implement a consistent demand management framework based on the SiriusDecisions Demand Waterfall. Whether you need to use existing tools more strategically, make new tools investments, or a combination of both, we can help you bring your people, processes, data, and technology together into a demand waterfall that drives growth.

  • Optimize and adapt current tools
  • Identify and fill tool gaps
  • Align tools and processes to create an optimal demand waterfall


The sheer number of digital touchpoints that customers and prospects have with businesses can make measuring the effectiveness of marketing and product investments a significant challenge. But effective attribution is possible with the right tools and methodologies in place. Our team can help you apply packaged solutions or a custom-developed attribution model to accurately credit touch points at every stage of the user journey. By harnessing extensive first- and third-party data, we will help you assess the impact of past investments and identify new opportunities to accelerate growth.

  • Design and implement a customized attribution model
  • Make data-driven decisions about growth investments and tactics

Reportiv℠ – Democratize enterprise insights.

Democratize enterprise insights using a modern, streamlined portal that integrates disparate data sources. Our business analysts deliver proven, customized reporting built on top of your company’s data management layers.

Why Convertiv?

Data visualization is only meaningful when you trust the data behind it. Our team of data scientists, MarTech experts, and integration engineers work in concert to collect and present accurate data about your business. More importantly, we create systems to ensure that it stays accurate as your business evolves. We love creating eye-catching visuals, but our unique ability to collect and harmonize data in ways that align with your key business objectives is what sets us apart.

Our Thoughts


Approach to Reduce-to-Insight in Demand Reporting

If you do not have clear visibility into the digital activities you are engaging in, how will you know which are working and which are not? Digital...


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Client Results

Visibility into ROAs enables more effective funds allocation for paid media marketing.

Segment was deployed across the website and app, generating events based on user activity. These events were then used to build a comprehensive reporting system to track user behavior, the number of insurance policies sold, and total revenue generated. This allowed us to gain visibility into ROAs and help them allocate funds for paid and other marketing efforts more effectively.


increase in revenue


improved visibility

Gain data-driven insights.