Connect the dots.
Bring POS, practice management, ad platforms, customer records, and spreadsheets into one connected data model.
- API integrations & data pipelines
- Clean, consistent business metrics
- Reliable refreshes & reconciliation
CONNECTED DATA. CLEARER DECISIONS.
PB Dataworks.
Make your data
work together.
We connect your ads, business systems, and revenue so you can see what’s working and where to grow.
Built for businesses with more than one source of truth.
01 Connect your systems02 Understand your revenue03 Make better decisions
From the platforms you use.
To the answers you need.
ToastOpen DentalMeta AdsGoogle AdsShopifyYour CRM
01 / WHAT WE DO
The connections behind
better business decisions.
Your sales, marketing, and operations tell different parts of the story. We bring them together in a dependable reporting foundation.
Follow the revenue.
Trace the journey from campaign to customer to transaction, with visibility into the matches and measurement gaps.
- Campaign-to-revenue attribution
- Customer & patient conversion journeys
- Acquisition cost & return on spend
See the whole picture.
Turn connected data into reporting that helps owners and teams decide what to change, fund, or investigate.
- Business & location dashboards
- Marketing and operating performance
- Reporting built around your questions
02 / WHO WE HELP
Different businesses.
The same need for clarity.
Built around the way your business actually earns revenue.
FROM CAMPAIGN TO CHECK
Know what brings
customers through the door.
Connect marketing, Toast sales, loyalty, and delivery data to understand performance across channels and locations.
THE QUESTIONS WE HELP ANSWER
- Which campaigns connect to customer orders?
- How do acquisition and repeat visits vary by location?
- Where are sales growing, and what’s behind the change?
MANY SOURCES. ONE CONNECTED VIEW.Illustrative workflow
AMeta & Google AdsCampaigns
BToast & deliveryTransactions
CLoyalty & CRMCustomers
PB DataworksConnect · reconcile · measureRevenue you can trace.
Campaign performance, customer value, and location trends in one business view.
RevenueAcquisitionRepeat visits
03 / OUR APPROACH
Engineered for your business.
Grounded in your numbers.
A useful dashboard starts with dependable connections and agreed definitions.
Start with the question.
Map your systems, understand how you earn revenue, and agree on the decisions the reporting should support.
Connect the foundation.
Build integrations, clean the data, and reconcile it to your business systems before putting it in a dashboard.
Keep it useful.
Deliver clear reporting, make measurement limits visible, and adapt as your business and questions evolve.
Your business systems stay the authority. Your reporting should explain the numbers, match the underlying records, and make uncertainty visible.
A FEW GOOD QUESTIONS
Before we connect.
Can you work with the systems we already use?
That’s where we start. We review your platforms, available APIs, exports, and permissions, then design the connections around your existing tools. The right approach depends on the access each system provides.
Can you connect ad campaigns to actual revenue?
We build measurement around the records available in your business: campaign tags, leads, customer identifiers, bookings, and transactions. Where records can be matched, we trace the connection. Where they cannot, we keep those gaps visible rather than treating an estimate as a verified sale.
Do we need to replace our POS or practice software?
No. Your POS, practice management system, and CRM keep doing their jobs. PB Dataworks builds the connections and reporting around them.
Where does a project start?
With a conversation about your systems and the business question you need answered. From there, we define the first useful reporting outcome, the data needed, and a practical scope.
LET’S BUILD THE CONNECTION.
What should your
data be telling you?
Tell us what you use, what you need to understand, and where the numbers stop lining up.
Restaurants. Practices. Businesses ready for a clearer view.