Unlock Growth with Data-Driven Analytics & Reporting for MSPs

Turn raw data into clear insights that fuel smarter decisions and higher ROI.

Clarity. Control. Confidence. See exactly what’s working in your MSP marketing — and what’s not.

Dashboard showcasing KPIs & lead tracking

BIG DATA MADE SIMPLE

The MSP Analytics Advantage

You can't improve what you don't measure. Without clear metrics, how do you know if you're moving forward or just spinning your wheels? It's impossible to make smart, data-driven decisions when you're flying blind.

But let's be honest, it's also easy to get lost in a sea of data, spending more time analyzing than acting. We've seen it happen. That's why we built the Goal and Reporting Metric module in the Tactics App.

It's designed to keep you laser-focused on what actually matters. We help you track the metrics that prove you're getting quality results, so you're not just busy—you're building a better business.

Measure what matters: Stop guessing and start tracking progress with clear metrics.
Avoid data overload: Focus on essential data, not a sea of numbers.
Drive real results: Use quality metrics to build a better business, not just stay busy.

Benefits of Analytics for MSPs

Track ROI of marketing & sales efforts
Identify top-performing channels & campaigns
Gain transparency with real-time dashboards
Make informed growth decisions with confidence

Common challenges MSPs face

Scattered data across platforms
No clear visibility into lead sources
Difficulty measuring ROI from campaigns
Reports that are too technical or inconsistent

How Tactics Marketing solves this

Centralized dashboards for full visibility
MSP-tailored KPIs and reports
Actionable insights, not just raw numbers
Seamless integrations with CRM & marketing tools

HubSpot/Google Analytics reporting dashboard

Our Analytics & Reporting Methodology

Step-by-step process

Discovery & KPI Alignment

Define goals, metrics, and reporting needs.

Data Integration

Connect CRM, website, marketing automation, and analytics tools.

Dashboard Development

Build real-time, MSP-focused dashboards.

Performance Tracking

Monitor leads, campaigns, and ROI consistently.

Optimization & Insights

Translate data into actions that drive results.

Not just a website build...it's a growth-focused digital platform tailored for MSP success.

Book an Analytics Strategy Call

Case study block

(Challenge → Solution → Result)

Challenge: MSP had no visibility into campaign ROI and struggled with lead attribution.
Solution: Implemented HubSpot dashboards and automated ROI tracking reports.
Result: Improved campaign spend efficiency, +45% qualified leads in 6 months.

Quote/testimonial pullout with client photo/logo

Analytics Best Practices for MSPs

Quick-hit best practices:

Define and track KPIs that matter (MQLs, SQLs, ROI)
Use dashboards for real-time decision-making
Segment reporting by service line & campaign type
Track conversions from click to closed deal
Regularly audit data quality for accuracy

Better data = better decisions. Smarter reporting = higher ROI for your MSP.

Analytics Integration Capabilities

CRM reporting integrations (HubSpot, Salesforce)
PSA & RMM tool reporting (ConnectWise, Datto, Kaseya)
Marketing performance tracking (SEO, PPC, content)
Funnel, pipeline, and revenue attribution reports

FREQUENTLY ASKED QUESTIONS

You ask, we answer

How do you set up reporting for MSPs?

We start by figuring out what you actually need to see...not 87 charts you’ll glance at once before closing the tab forever. For MSPs, that usually means real visibility into your pipeline, where your leads are coming from, how your campaigns are performing, and whether sales and marketing are finally playing on the same team.

From there, we build clean HubSpot dashboards that pull the right data from your website, PSA, and campaigns, and set up automated reports so the numbers come to you instead of sending you on a data scavenger hunt.

The end result: reporting you’ll actually use instead of another cluttered dashboard gathering digital dust until QBR season.

Do you provide real-time dashboards?

We do...and they’re actually useful, not the kind you stare at once and forget exist. We build real-time dashboards in HubSpot that show you what’s happening right now: leads coming in, deals moving, campaigns performing, and which channels are actually pulling their weight.

No more waiting for end-of-month reports or pestering your team for screenshots. You get instant visibility into your pipeline and marketing performance, all in one place, without digging through six tools.

Basically, yes — real-time dashboards that don’t just look pretty, they help you make decisions.

Can you integrate reports across multiple tools?

Yep...and honestly, this is where things start getting fun. Most MSPs are drowning in data from five different platforms that refuse to speak to each other. We fix that.

We pull the important numbers from your PSA, RMM, website, ad platforms, and HubSpot into one clean reporting hub. No more tab-hopping, no more spreadsheets named “FINAL_final_reallyfinal2.xlsx,” and no more guessing which tool is lying to you.

You get one set of reports that actually makes sense: all your data, all in one place, finally playing nice together.

How do you measure ROI from marketing campaigns?

We keep it simple: if your marketing isn’t generating real pipeline, it’s not working. At Tactics, we tie everything back to revenue so you can actually see what’s paying off.

We track where your leads came from, how far they got in the funnel, what converted into sales conversations, and what ultimately closed; all inside HubSpot, so you’re not stitching together numbers from ten tools. If a campaign brings in the right clients and moves them through the pipeline, great. If it doesn’t, we adjust fast instead of pretending it “built brand awareness.”

In short, ROI isn’t a mystery. We follow the data from first click to closed deal so you know exactly which campaigns are worth your budget...and which ones deserve a graceful retirement.

Tactics Marketing helps MSPs make smarter decisions by turning real analytics & reporting into insights you can actually use to uncover growth opportunities, optimize campaigns, and prove ROI.