Marketing: your clients' reports, prepared from the same definitions.
An illustrative project: an agency would link its ad platforms to its clients' sales to prepare each monthly report from agreed definitions, before the account manager's review.
Preparing each client's monthly report from the same definitions.
This scenario illustrates a typical project in this sector. It does not describe a specific client.
The problem
The agency runs campaigns for several clients across several ad platforms. Each platform counts conversions its own way, and sales live in the client's CRM or online store.
Every month, account managers export each platform's numbers and build each client's report by hand. From one report to the next, a conversion or an acquisition cost is not always calculated the same way.
We would connect the ad platforms and each client's tools, and keep them in sync in one place, client by client, with separate access.
- Ad platforms
- Email platform
- Web analytics
- CRM
- Online store
We agree on which conversions to count and on the attribution rules, based on the ad data and the sales data available. These definitions would be written with the team and applied to every report. Each campaign would then be linked to the sales recorded on the client's side, where that data exists.
- Agency client
- Campaign
- Channel
- Conversion
- Attribution rule
- Acquisition cost
On top of that context, we could put in place the tools account managers use every month.
- Monthly reports → Each client's report, prepared from each platform's data and the agreed definitions, then sent to the account manager for review.
- Dashboards and analysis → Conversions, acquisition cost and revenue by channel and by client, based on the agreed attribution rules. Questions are asked in plain language.
- Access from AI tools → The team's AI assistant would answer with the same numbers, limited to the clients each account manager handles.
Expected benefits
Every month, account managers would receive a report prepared for each client from agreed definitions, and would review it before sending it.
Tell us about your client reports.
Tell us which platforms you use and which report takes you the most time. We'll start with that one.