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SERVICES

Marketing Reporting & Analytics

Automate recurring marketing reports and dashboards. Connect your sources, check the tracking and use AI to prepare summaries your team can review.

Business analytics dashboards

If every reporting cycle starts with exports and spreadsheets, there is work we can help remove. We connect the sources you use, agree how the numbers are defined and prepare a view that answers your team’s recurring questions.

Spend less of reporting day collecting data.

We start with the questions your team needs to answer and the data available to answer them.

  • EXAMPLE TASK

    Bring sources together

    Combine agreed data from advertising platforms, website analytics and the CRM in one reporting view.

  • EXAMPLE TASK

    Check what is being measured

    Review events, campaign parameters and lead stages so the team understands what each number represents.

  • EXAMPLE TASK

    Prepare recurring reports

    Set up dashboards or scheduled reports for your team or agency clients using consistent definitions.

  • EXAMPLE TASK

    Draft a plain-language summary

    Use AI to describe changes in the data and flag questions for review, with the underlying figures available to check.

EXAMPLE WORKFLOW

Your weekly report, ready to review.

The agreed data is collected into a report. AI prepares a draft summary of the changes. Your team checks the figures, adds context and decides which actions to take.

An example workflow; data availability determines what the report can show.

Dashboard with charts on a laptop

From a business question to a useful report.

  1. 01

    Define the questions

    Agree who uses the report, which decisions it supports and what needs to be measured.

  2. 02

    Review the data

    Check access, tracking and definitions. Identify gaps before designing the report.

  3. 03

    Build and compare

    Connect the sources and compare the results with the original systems.

  4. 04

    Set up the routine

    Agree the refresh schedule, review process and person responsible for the report.

Business analytics dashboards

WHAT YOU RECEIVE

Reports with numbers you can trace.

The agreed dashboard or report, its data connections and a guide to the metrics, sources and known gaps. If AI summaries are included, we show the team how to check and edit them.

We need access to the relevant data, your current reports and someone who can confirm the definitions. We discuss missing or inconsistent data before promising what can be measured.

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  • We can review the setup and implement agreed corrections. Missing historical data may not be recoverable; we make those gaps clear in the report.