All Case Studies
Marketing Reporting Automation & Standardization
Marketing Performance Reporting Transformation
Automating multi-platform campaign reporting into one trusted executive view.
The Challenge
A growing digital marketing agency managed campaigns across Google Ads, Meta Ads, and LinkedIn Ads. Performance data was exported manually from each platform and consolidated into spreadsheets by individual account managers before being sent to leadership and clients. As the client portfolio grew, that process stopped scaling.
- Campaign data manually exported from multiple ad platforms
- Weekly reports built independently in spreadsheets per manager
- Inconsistent KPI definitions across different client reports
- Reporting prep consumed roughly 8–10 hours per week
At a Glance
- EngagementMarketing Reporting Automation & Standardization
- FocusMulti-platform campaign reporting for a growing digital marketing agency
Technologies
Our Approach
One Reporting Model, Every Platform
Rather than replacing spreadsheets with a dashboard, we rebuilt the reporting process itself into a scalable business intelligence environment.
- Centralized reporting framework — consolidated campaign data from Google, Meta, and LinkedIn Ads into one structured model.
- Standardized KPIs — aligned every account on shared definitions for ROAS, CPA, CTR, and conversion rate.
- Interactive Power BI dashboards — executive-level summaries alongside campaign-level detail.
- Automated refresh workflows — eliminated manual data compilation entirely.
- Reporting standards — consistent measurement across every client account, built to scale with the agency.
Business Impact
What Changed
- Weekly reporting prep time reduced by approximately 80%
- Leadership gained near real-time visibility across all campaigns
- KPI definitions standardized across the entire organization
- Account managers redirected time toward optimization, not reporting
- A reporting framework scalable to future agency growth
Key Capabilities Demonstrated
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