Marketing reporting automation
Spend review time on decisions, with the numbers already prepared
We connect the data sources behind your recurring marketing report and automate the agreed preparation steps. The output combines deterministic calculations with clearly labelled AI commentary, so your team can distinguish measured facts from interpretation.
We agree scope and fees before work begins.
What we deliver
A defined scope, ready for handover
Metric contract
Agree sources of truth, conversion definitions, time zones, attribution windows and refresh schedules before building the report.
Collection and reconciliation
Implement supported connections or controlled imports. Flag missing data, duplicates and unexpected changes instead of silently filling gaps.
Review-ready report
Prepare the agreed dashboard or document with source links, calculation notes and a draft explanation for approval. Include a failed-refresh notification.
How we work
Agree, implement, verify
Define the scope
Review the current setup and agree deliverables, responsibilities, access and acceptance criteria before implementation.
Build and review
Work through representative examples, share progress and resolve issues against the agreed criteria.
Launch and hand over
Complete the agreed checks, document known limitations and hand over ownership, instructions and any separately agreed support.
Scope & responsibilities
Available APIs and account permissions determine coverage. Historical tracking gaps cannot be repaired by a report, and attribution is not proof of causation. New tracking implementations and ongoing analysis are separately scoped.
What to share for an estimate
Share a current report, metric definitions, source systems, reporting cadence and anonymized sample exports. Access is requested only after the required permissions are agreed.
Discuss this projectQuestions before you start
Plan the work with clear expectations
Can you combine advertising and CRM data?
We assess the available identifiers, exports and APIs first. Where reliable joins are unavailable, the report shows separate views and explains the limitation.
Will AI calculate the metrics?
Core metrics use defined calculations. AI may draft commentary, which must reference those results and remain subject to review.