Reporting & Dashboards — Data-driven decisions, not gut feelings.
Why most SMEs don't make enough of their data
Most SMEs have data—but they never see the big picture. Data resides in various systems, reports are compiled manually, and the CEO receives a table full of numbers once a month from which no clear recommendations for action can be derived.
Data in silos — no overall picture
Google Analytics, Meta Ads, CRM, email tools: They all deliver data, but in different systems. The result is information chaos that costs more time than it saves. Those who don't know what really works invest based on gut feeling — and thus systematically lose capital.
Decisions without basis
Which channel brings in the most qualified leads? Which campaign has the best ROI? Which sales employee closes the most deals? Without an integrated dashboard, these are just guesses. Guesses are not a foundation for growth.
Data-driven decisions instead of gut feelings
Helda Solutions brings clarity. As digital business managers for owner-managed SMEs in Switzerland, we know that decision-makers don't have time for data analysis. They need clear answers: Are enough leads coming in? Is our website converting? Which channel brings the best return? Our dashboards answer exactly that — instantly, at a glance.
Defining the Right KPIs for Marketing and Sales
Before a dashboard can be built, the right metrics need to be defined. Not every measurable metric is relevant for decision-making. Helda Solutions starts with a KPI definition session.
Lead Generation: Cost per Lead and Conversion Rate
For a company in lead generation mode, cost per lead, website conversion rate, and lead-to-customer rate are crucial. These three metrics immediately show whether your acquisition system is working – and where the leverage lies.
E-Commerce: ROAS, AOV and Repurchase Rate
For online shops, return on ad spend, average order value, and repurchase rate are key metrics. These figures show whether your shop is scaling profitably—and which product categories or campaigns contribute the most.
B2B Service: Quote-to-Close Ratio and Customer Lifetime Value
For B2B service companies, quote-to-close ratio and customer lifetime value are the critical metrics. We work with you to prioritize the five to ten metrics that inform your most important business decisions — and build the dashboard precisely around these metrics.
Individual Dashboards: All relevant figures at a glance
Helda Solutions builds custom reporting dashboards that consolidate all relevant data sources from your company and visualize them in a single, clear interface.
All channels in one dashboard
Website traffic from Google Analytics, campaign performance and spend from Google Ads and Meta Ads, CRM data on leads and conversions, email automation metrics, and e-commerce revenue — all in one dashboard that you can read in a few minutes daily. We work with Google Looker Studio, HighLevel reports, or individual solutions — depending on your existing system landscape.
Marketing, Sales, and Website united
The finished dashboard shows you immediately whether you are on track, where action is needed, and which measures should be prioritized next. No manual data merging, no outdated Excel spreadsheets, no blind spots.
Readable in minutes — not for data analysts, but for decision-makers
Helda Solutions designs dashboards that can be read in just a few minutes and immediately show where action is needed. No studying data tables — just clear visual signals indicating when your business is on track and when it's not.
From Reporting to Better Decision-Making
A dashboard is only valuable if it leads to better decisions. Helda Solutions places great importance on ensuring that our reporting solutions not only display data but also provide decision-making impulses.
Automated reports directly to your inbox
Automated reports deliver the most relevant figures periodically directly to your email inbox: a weekly summary of key developments and a monthly performance report with trend analysis and concrete recommendations for action. This way, you always stay informed — without having to log in.
Real-time alerts for critical developments
Real-time alerts notify you immediately when defined thresholds are exceeded or fallen short of: when the cost-per-lead suddenly rises, when the conversion rate plummets, or when a campaign performs exceptionally well. React immediately—not just at the end of the month.
Regular evaluation and targeted optimization
Helda Solutions assists you in interpreting your data: What does a decrease in conversion rate mean? Which channel deserves more budget—and which should be reduced? As part of our marketing & sales diagnosis, we analyze the current state of your data together and derive concrete measures from it.