Reporting and dashboards.
One definition of each number, in a report people stop double-checking.
Who it's for
The weekly report is built by hand from exports. Two dashboards show two numbers for the same thing. Someone senior asks whether the figures are right, and answering takes a day.
Or you have many locations, clients or brands that each need their own report, and building them one at a time has stopped working.
What you get
- →The numbers agreed before anything is charted. What counts as spend, a lead or a sale, written down once.
- →Dashboards in the tool your team already has. Power BI or Looker Studio.
- →One template for many audiences. The same report filtered by location, client or brand, instead of a copy for each.
- →Scheduled delivery and alerts. The report arrives on its own, and you hear about a number that moved before someone asks.
- →A written definition of every metric on the page, so the next person can maintain it.
How it runs
A report is only as good as the tables under it. If your data is already clean and in a warehouse, the reporting build is the short part. If it is not, the cleaning comes first, and I will say so before we start instead of charting numbers that disagree.
I build against the warehouse, not against exports, so the report refreshes on its own. Scope depends on how many sources and audiences there are, so I set it after a short call.
Recent work
A national auto dealer group needed every location to see how its own campaigns performed. One report template, filtered by location, covered more than a thousand rooftops, and a master report rolled them up for the group.
For a single team, see one spend dashboard for a retail marketing team.
Related
Reports are built on the tables that come out of a data cleaning and warehouse build. If the numbers are wrong before they reach the warehouse, the fix is in the website tracking.
Next step
Send me an email.
Tell me who reads the report, what they do with it, and what they do not believe today. I'll come back in a day or two with a scope.