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Enterprise Intelligence at the Speed of Performance
The DNA of Performance Growth
Jump  ·  2026
Why Helix Exists
Performance marketing requires multiple daily optimizations.
Traditional tools weren't built for that speed.
⏳
Data refreshes are too slow — most tools update weekly, not in real time when you need it
🔒
Data is locked behind analysts — every question requires a ticket, a wait, a delay
📅
Tools are built for retroactive campaign wrap up reporting, not intraday decision-making
⏰
Reporting is reactive — by the time insights surface each week, the moment has passed
🗂️
Data lives in silos — no unified view across channels, campaigns, or initiatives
❓
Teams don't trust the numbers — so decisions slow down as teams pull manual exports
⚡
Why It Matters
Performance campaigns don't wait for weekly or monthly reports done by a separate team. When your data is days old and your tools take minutes to load, you're guessing and reacting, not proactively optimizing.
Real-Time Intelligence
Built for daily decisions — not static monthly PowerPoint reporting.
Daily
Update Frequency
Custom extraction pipelines refresh data multiple times per day. No manual exports. No stale numbers.
50+
Views & Visualizations
Every visualization type in one platform at your fingertips instantly — KPI dashboards, pivot tables, graphs, pacing, heatmaps, and more.
<1s
Query Response
Server-side actions with intelligent caching deliver near-instant results across all 50+ views without sacrificing data freshness.
Capability Helix Looker / Tableau Manual PPT Reporting
Data refresh frequency Multiple times/day Daily / manual Weekly / ad hoc
Query response time < 1 second 10 – 15 seconds per click ✗
Cross-source data harmonization ✓ Automated Partial & Manual ✗
Setup time to first insight Days Months Months
Fully bespoke per client ✓ Always ✗ Templated ✗
Live custom ad platform API connections ✓ ✗ ✗
Visual creative reporting ✓ ✗ ✗
AI chat analysis ✓ ✗ ✗
Automated data alerts in Slack ✓ ✗ ✗
Helix
What is Helix
Helix isn't a dashboard.
It's the system behind
better decisions.
A unified intelligence architecture that weaves together every layer of your data — from channels to campaigns to backend data — into a single cohesive view built for clear and quick analysis.
Built by media buyers for media buyers.
We don't replace your tools. We connect, harmonize, govern, and supercharge them.
01 / BUILT DIFFERENT
Designed by media buyers
Every view reflects how campaigns actually operate in the real world — not how data analysts think they do. That's why Helix is used daily, not just looked at.
02 / FULLY BESPOKE
Never templated
No cookie-cutter frameworks. Helix is custom-architected per client, based on their own unique datasets, naming taxonomy, and key metrics that matter for the business.
03 / TRUST FIRST
Accuracy & governance built in
Automated governance across data accuracy, dimensional accuracy, and naming taxonomy validation. Pretty visuals don't matter if the numbers are wrong.
Proven Outcomes
We've done this before, for brands at scale.
Rodan + Fields
Reporting Transformation
4 Days
From raw data to 30+ visual dashboards across 10 channels
5+ Hours Saved
per Week
15+ manual exports replaced by a single dashboard, no more ugly pivot tables
On Running
Run on Clouds
Campaign Command Center
24 Hours
25+ visuals across 10+ sources in 3 markets completed in under 24 hours
Custom Pacing Tracker Deployed
50+ initiatives and 700 campaigns in one pacing view across all markets and channels
State Farm
Executive Level Views
2 Hours
From raw cross-channel business level data to complete dashboard
Zero Manual Reporting
Weekly decks eliminated. Dashboards replaced 3 days of manual reporting
Core Infrastructure
Data that flows — not silos.
Five intentional layers, each built on the last. The result is a governed intelligence system where every number can be traced back to its source.
01 · INGEST
⚡
Data Pipelines
Custom extraction pipelines connect paid media platforms, CRM systems, backend business data, site analytics, and attribution tools. Updates multiple times per day — always current.
›
02 · CLEAN
⚙️
Data Harmonization
Naming conventions, UTM structures, conversion events, and metric definitions are standardized across every source. Metrics mean the same thing everywhere.
›
03 · STORE
🗄️
Data Storage
Governed, structured data layer with a secure proprietary infrastructure. Millions of rows of harmonized performance data, cached and ready for sub-second querying.
›
04 · QUERY
🔍
Data Querying
Ask any question of your data and get an answer instantly. Filters cascade intelligently so results are always valid, contextual, and scoped to what actually matters.
›
05 · SEE
📊
Data Visualization
50+ purpose-built views from executive overview to granular optimization. Every chart, table, and heatmap reflects how decisions are actually made.
100+ TB
Of client data processed annually
1.8M+
Automated refresh cycles per year
100B+
Rows harmonized & modelled yearly
The result: every number in Helix is traceable, current, and consistent — no matter which view you're looking at.
Live API Connections
Connected directly to every platform you buy.
Connections straight into the ad platform APIs allowing for instant robust reporting views, without needing a developer to write code.
01
Real-time breakdowns
Age, gender, device, geo and more — pulled live from each platform's API, not from a nightly export.
02
Pre-built modules per platform
Frequency analysis, creative fatigue, audience analysis, attribution insights — purpose-built for each platform's data.
03
No more platform hopping
Instant access to reports you'd otherwise build by hand in each ad platform, one at a time.
04
Intraday Spend Pacing
Smart pacing to show you how much you have spent to the exact minute, while also comparing against your recent trends to project future spend for the rest of the day. Great for promo and holiday time periods.
Pre-built platform reporting modules
Intraday spend pacing dashboard
Dashboard Preview
Built to be used daily — not just looked at.
Helix Dashboard View
Visualization Depth
Every angle of performance, covered.
50+ purpose-built views. Zoom out for executive clarity. Zoom in for granular optimization. Explore from any angle without losing the thread.
Overview & KPIs
  • Executive Summary
  • Sparkline Trends
  • Sparkline Table
  • Key Trend Graphs
Trend Analysis
  • Super Graph (dual-axis)
  • Time Trends
  • Cumulative Performance
  • Time Period Comparison
Breakdowns & Mix
  • Dimension Comparison
  • Ranked Performance
  • Mix Analysis (donut charts)
  • Stacked Bar
Pivots & Cross-tabs
  • Pivot Table
  • Dimensional Pivot
  • Dimension Trends
  • Raw Data Sandbox Builder
Planning & Pacing
  • Weekly Pacing
  • Monthly Pacing
  • Goal Metric Pacing
  • Projected Monthly
Anomaly & Patterns
  • Anomaly Detector
  • Daily Heatmap
  • Box Plot
  • Scatter Plot
Funnel & Flow
  • Sankey Flow
  • Funnel View
  • Rate Metric Trends
  • Channel Rollup
Data & Reports
  • Raw Data Explorer
  • Template Reports
  • Insights & Benchmarks
  • CSV Export
Data Science
  • Budget Forecasting Planner
  • Regression Forecasting
  • Correlation Matrix
  • Stat Sig Calculator
Live APIs
  • Visual Creative Reporting
  • Granular Breakdowns
  • Custom Reporting Modules
  • Intraday Pacing
Don't see something above?  Helix is fully customizable, with bespoke on-demand module generation tailored directly to your needs.
Anomaly Detection & Alerts
Know the moment something breaks or blooms.
Automated detection across every channel and dimension — the moment performance crosses a critical, optimal, or in-range threshold, the right people are alerted instantly.
⚠ Critical
Threshold crossed — immediate action required.
◆ Optimal
Trending above benchmark — double down now.
✓ In Range
Within expected bounds — system healthy.
Anomaly Alerts View
Dimension Granularity & Segmentation
Any segmentable field becomes a lever.
If a field exists in your dataset, Helix can turn it into a dimension — available across every view for filtering, grouping, and analysis.
Channel Country Strategy Subchannel Platform Campaign Ad Group Ad Title Genre + Any custom dimension
🔽
Filter
Slice any view by one or more dimension values. Cascading logic ensures only valid combinations are shown.
✅
Include / Exclude
Precisely include or exclude specific dimension values from any analysis without affecting other views.
↕️
Pivot By
Cross-tab any metric by any combination of dimensions. 1–3 row dimensions on the pivot table.
🔖
Save & Share
Save any filter state as a named view. Share a URL that restores the exact dimension context for your team.
💡 Why This Matters: Every analyst sees data through a different lens.
Helix gives every person on your team the exact segmentation controls they need — without requiring a new report, a new dashboard, or a data team ticket.
Creative Reporting
See which creative is actually working.
Every asset, with its full delivery and performance picture side by side — spend, CVR, CPC, CTR, CPM, reach and frequency — without opening a single ad platform.
Creative performance reporting
Pinterest creative performance reporting
Internal Benchmarking
Know what good
actually looks like.
KPI targets and benchmarks defined by channel, platform, and tactic — grounded in your own historical account performance and real platform data, not random industry averages.
Historical Account Performance
Benchmarks derived from your actual campaign history — what your account has demonstrated it can achieve, by tactic and channel.
Platform Benchmarks
Contextual platform-level benchmarks layered in alongside account performance — so you always know how you compare.
Filterable by Channel → Platform → Tactic → KPI
Drill from total account down to a specific tactic and KPI in seconds. Editable targets, exportable to CSV.
Benchmarks view
Goal Metric Pacing
Goal Setting
Targets grounded in reality.
Set metric goals rooted in your internal benchmarks. Track performance against those targets across rolling time windows — from yesterday through 90 days.
Rolling Windows
Yesterday · 3 Days · 14 Days · 30 Days · 60 Days · 90 Days — see trend direction at a glance with green/red goal delta coloring.
Monthly Goals
MTD actual vs monthly goal, % to goal, % of time elapsed, and projected EOM performance — all in one view.
Scoped by Dimension
Goals can be scoped to any dimension — Channel, Platform, Country, Strategy — so targets are always contextually relevant.
Budget & Goal Pacing
Always know where you stand mid-flight.
Real-time budget pacing with projected EOM spend, risk flags, daily targets, and a budget pressure heatmap — so nothing surprises you at month end.
Budget Pacing Dashboard
Automated Slack Alerts
Spikes, anomalies, and opportunities — pushed to you.
The data comes to your team in Slack. No one has to remember to go look for it.
01
One alert, many checks
A single alert can watch multiple conditions at once — 4 metrics across 5 channels is 20 checks running for you, not 20 alerts to set up.
02
Spike detection
Get called out the moment something jumps day-over-day or week-over-week — while there's still time to act on it.
03
Pacing alerts
Alerts driven by how far into the flight you are, how much budget is left, and where spend is projected to land.
04
Scheduled digests
Schedule digests that surface the metrics you care about at set times — so you see the numbers without opening the dashboard.
Slack alert builder — one alert creating twenty checks
Slack pacing digest from HelixAlertBot
Slack weekly budget pacing digest
AI Voice & Text Chat
Have a Question? Get an answer. Instantly.
💬
Natural Language Queries
Ask anything in plain English and get a streamed, markdown-formatted answer instantly.
⚡
Custom Modes by Position
Answers tailored to a CMO, VP, or Brand Manager — output matched to how each role thinks.
🎤
Voice & Text Input
Available via text and voice — hands-free performance exploration during calls or reviews.
AI Chat Example 1 AI Chat Example 2 AI Chat Example 3
Appendix
See Helix in Action (1 of 6)
Helix view 1
Helix view 2
Appendix
See Helix in Action (2 of 6)
Helix view 3
Helix view 4
Appendix
See Helix in Action (3 of 6)
Helix view 5
Helix view 6
Appendix
See Helix in Action (4 of 6)
Helix view 7
Helix view 8
Appendix
See Helix in Action (5 of 6)
Helix view 9
Helix view 10
Appendix
See Helix in Action (6 of 6)
Helix view 11
Helix view 12
Helix
The Outcome
What happens when
clarity emerges naturally.
01
Clear data.
02
Confident decisions.
03
Faster optimization.
04
Better financial outcomes.
05
Higher team morale.
06
Increased client satisfaction.
Structured complexity leads to clear decisions. Helix is the system behind better decisions — built with you, for you.