Lesson 1 of 3 · 3 min read
Reports from one source of truth
Most client reports are screenshots from five tools that disagree with each other. A report built on the client’s warehouse has one number per question.
- Collect
- Store
- Use
- Activate
Simple reports
The monthly overview a client actually reads: spend, leads, sales and cost per result, per channel, on one page.
Complex reports
Attribution across channels, cohorts, lifetime value, funnel steps and offline revenue, built on the full data, not a connector’s sample.
In the agency’s brand
Dashboards and logins can run on the agency’s own domain, in its colours. The client sees their numbers and your name.
Key takeaways
- One warehouse means one number per question.
- Simple and complex reports come from the same data.
- Reports can carry the agency’s brand.
For your marketing agency
When reports stop disagreeing, meetings stop being about the numbers and start being about decisions. That is where an agency earns its fee.