Agencies
Automated reporting for agencies: client reports you'd sign your name to
The first week of every month disappears into exports, copy-paste and checking the numbers twice, and one bad report still undoes a quarter of good work. We build client reporting that pulls each source on schedule, checks it's the right client and the data is complete, holds the report when something's missing, and sends it with the time the data was pulled, after your account lead has looked.
The first week of the month, or the first hour
Reports by hand
- 01Exports from five platforms for every client
- 02Numbers pasted into last month's slides
- 03A failed export looks like a bad month
- 04Each account lead defines “conversion” their own way
The more clients you win, the longer the first week of the month gets.
Reports that build themselves
- 01Every source pulled on schedule, per client
- 02Definitions agreed once and used in every report
- 03Missing data holds the report and tells the account lead
- 04The account lead reviews, then it goes out
Your team spends the time on what the numbers mean for the client.
Checked before any report goes out
Every report passes these, for every client, every time.
CheckCatchesIf it fails
Right clientan account or property from another clientreport stops; account lead told
Every source arriveda failed or late exportreport held until it arrives
Fresh enoughdata pulled before the period closedpulled again
Agreed definitionsconversions counted differently from last monthflagged for the account lead
A person has lookedanything a rule can't spotnothing goes out unreviewed
What your client gets
01
The same report, on time
Every month, without the scramble
Built on schedule and sent once your account lead has reviewed it.
02
Numbers that mean the same thing every month
Definitions agreed with you
What counts as a lead or a conversion is written down once and used everywhere.
03
When the data was pulled
On every report
So nobody compares a report to a dashboard that refreshed an hour later and wonders why they differ.
04
Your team's commentary
Where the value is
With the assembly gone, account leads write what the numbers mean and what to do next.
A good fit if reporting eats a week every month
Good fit
- You send monthly or weekly reports to a growing list of clients.
- Reports pull from several platforms per client.
- A broken export has reached a client before.
Not the right fit yet
- A few clients, each happy with a platform's built-in dashboard.
- You want reports sent with nobody reviewing them. We build in the review.
Get the first week of the month back
Show us one client's monthly report and where its numbers come from. We'll show you how it would build itself.