Helping a Spain-based international legal boutique connect marketing, CRM, and financial data into a real-time intelligence dashboard for clearer growth decisions across European markets.
The client is an international law firm based in Barcelona, operating across multiple European markets and serving both individuals and corporations in areas such as immigration, real estate, and business law. As the firm expanded its footprint, leadership needed a more reliable way to understand how marketing activity, client acquisition, revenue, and retention were connected across countries.
Their teams already had valuable data inside HubSpot and financial systems, but the information lived in separate environments. Marketing could track lead generation, finance could track revenue, and management could review performance manually, but there was no unified view connecting the full journey from campaign to client value.
The challenge was connecting marketing performance with business outcomes.
Marketing and financial data were split between HubSpot and separate accounting systems, creating a gap between lead generation, conversion, revenue, and retention analytics. Teams relied on manual Excel exports to prepare reports, which delayed decision-making and introduced inconsistencies across regions.
Without a centralized platform, leadership could not easily see which channels, campaigns, or markets contributed most to acquisition and profitability. This made it harder to compare performance across offices, identify growth drivers, and react quickly when campaign performance changed.
The goal was to build an automated marketing intelligence system that could unify CRM and financial data, improve reporting accuracy, and provide clear visibility into conversion performance, client retention, and ROI across all offices.
We built a centralized SQL data warehouse connected to Power BI.
The solution started with a scalable data warehouse that connected HubSpot CRM and financial systems through secure APIs. This created a single trusted source for marketing, finance, and operational reporting.
On top of this foundation, we built interactive Power BI dashboards tracking core KPIs such as lead-to-client conversion, pipeline velocity, marketing ROI, revenue contribution, and client retention rates. Automated refreshes allowed leadership and regional teams to monitor performance with near-real-time visibility instead of waiting for manual reporting cycles.
The platform created a shared performance layer across marketing, finance, and operations.
Automated synchronization pipelines and data validation layers were implemented to ensure that metrics stayed consistent and reliable across markets. This helped reduce conflicting reports and gave teams more confidence in the numbers they were using.
The rollout also included hands-on workshops with marketing and operations teams, making sure internal users could navigate the dashboards, interpret results correctly, and take ownership of the platform over time.
Connected HubSpot CRM and financial systems into one analytics layer
Built Power BI dashboards for conversion, ROI, pipeline, and retention metrics
Automated data synchronization and validation workflows
Reduced performance reporting time by 70%
Improved data accuracy and reliability by 45%
Enabled cross-country visibility across Spain, Portugal, and Greece
The result was a clearer operating view for legal marketing growth.
The final dashboard helped the client move from fragmented Excel-based reporting to a centralized marketing intelligence ecosystem. Leadership could finally understand how campaigns, offices, and client segments contributed to growth across markets.
By connecting CRM and financial analytics, the platform gave the firm a stronger foundation for budget allocation, regional alignment, and data-driven decision-making.
The value of the dashboard was not only in tracking marketing activity, but in showing which efforts actually converted into clients, revenue, and long-term business growth.
More works.
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