How we saved 5 hours per week and unified POS and CRM data for a multi-location retailer.
A regional home goods retailer with 3 locations was drowning in spreadsheets. They were manually combining data from their POS system (Square), CRM (HubSpot), Facebook Ads, and Google Ads into 5 different Excel files every week just to understand basic sales trends.
Data entry errors were common, reports were always out of date by the time they were completed, and the owner had no real-time visibility into which products were selling, which marketing was working, or which customers were most valuable. Strategic decisions were being made on gut feel, not data.
We built an automated data pipeline that consolidated POS, CRM, and advertising data into a single source of truth. The system automatically synced data daily and provided real-time dashboards accessible from any device.
Used Airbyte to automatically sync Square POS, HubSpot CRM, Facebook Ads, and Google Ads into BigQuery data warehouse with daily refreshes. Zero manual data entry.
Built Python scripts to standardize product names, customer records, and attribution logic across all systems. Created unified customer profiles linking POS purchases to CRM contacts.
Created Looker Studio dashboards showing: daily sales by location and product category, customer segmentation and retention analysis, ad spend ROAS by channel, and inventory performance.
Set up automated daily sales reports emailed to management and weekly marketing performance summaries with recommended budget adjustments.
Within 3 weeks, the retailer went from 5+ hours per week of manual spreadsheet work to having real-time, accurate data at their fingertips. They could finally see which products, locations, and marketing channels were driving growth.
I used to spend every Monday morning for 5+ hours pulling data from different systems into spreadsheets. Now I open my phone and see everything in real-time. We discovered our Facebook ads weren't working at all—ROAS was negative—and reallocated that budget to Google, which tripled our return. This system paid for itself in the first month.
Included full pipeline setup, dashboards, documentation, and 2 weeks of support.