Marketing Agency

Internal Reporting & Admin Automation

Built custom client dashboards that automate monthly reporting and data visualization
Duration: 12 weeks
Complexity: Medium-High
Implementation: Full-Service

Impact & Results

93%
reduction in reporting time
100%
improvement in reporting timeliness
42%
increase in client engagement with performance data
28%
reduction in client churn
20+
additional strategy hours available per client monthly

The Challenge

A digital marketing agency was spending excessive time creating monthly performance reports for clients. Their team was manually extracting data from multiple platforms (Google Analytics, Facebook Ads, Google Ads, etc.), formatting it in spreadsheets, creating visualizations, and compiling PDFs. This process consumed approximately 120 hours monthly and delayed reporting by up to two weeks after month-end. They needed a solution that would automate data collection from all platforms, standardize reporting across clients, and create professional visualizations that highlight key metrics and insights.

Our Approach

We developed a comprehensive reporting automation system that integrates with all their marketing platforms and tools. The solution includes automated data extraction, standardized report templates customized by client and service type, and interactive dashboards with drill-down capabilities. The system automatically generates reports on schedule, distributes them to clients via email or a secure portal, and maintains a historical archive for trend analysis. Custom alerts notify the team about significant performance changes that require attention.

Implementation Process

1

Discovery & Design

We analyzed the client's workflow, identified pain points, and designed a custom automation solution tailored to their specific needs and objectives.

2

Build & Configure

Our team built the entire automation system, configured all necessary tools, and established the connections between different platforms without any technical involvement from the client.

3

Training & Maintenance

We provided comprehensive training, ongoing monitoring, and continuous optimization to ensure the system continues to deliver maximum value as the client's business evolves.

Technology Stack & Benefits

Technologies Used

  • Data Integration Platform

  • Automated Visualization Tools

  • Interactive Dashboards

  • Scheduled Report Distribution

  • Alert System

Long-Term Benefits

The reporting automation transformed the agency's operations, reducing the time spent on reporting from 120 hours to just 8 hours monthly. Reports are now available on the first day of each month, providing clients with timely insights into their marketing performance. The interactive dashboards have improved client engagement and satisfaction, while the time saved has allowed the agency to focus on strategy and optimization rather than administrative tasks. The standardized reporting has also improved consistency and professionalism across all client communications.
“

The reporting automation has completely transformed our client relationships. Instead of spending days creating reports, we now focus on analyzing data and developing strategies. Our clients love the interactive dashboards and timely insights, and our team appreciates being able to focus on high-value work instead of copying and pasting data.

Director of Analytics, Pixel Perfect Marketing