For small digital marketing agencies, reporting can quickly become a massive time sink, leaving teams caught in the endless cycle of downloading data from platforms, analyzing it in Excel, and building presentations in PowerPoint.

For one digital marketing agency, this process had reached a breaking point. Their team was spending 5-10 hours every week piecing together their client reports. The tedious nature of the task had left the agency owner burned out and their workflows less efficient than they could be.

”I struggle day in and day out to organize the data manually—it’s exhausting. I get so pissed off.”

The founder was clear:

"I want one central view of all my marketing efforts—online and offline—where my team can collaborate and actually prove ROI.”

Tad got to work. Before anything else can happen, the data needs to be in one place. So he started by integrating:

• Google Ads performance metrics
• Meta Ads (Facebook and Instagram) performance metrics
• Google Analytics traffic and conversion information
• E-commerce sales data from Shopify and WooCommerce

Putting the data into a data warehouse, with automatic daily refreshes, already the team could get everything they needed in one place.

Next came combining the data and calculating the metrics. Working off a previous report, Tad not only ensured the metrics exactly matched, but he gave them new ways to dive into the data.

Finally, the dashboard design. Using an open-source Javascript library, Tad could create a dashboard exactly they way they wanted. One that they could share with each client, and even looked good on mobile.

This process from end-to-end took two weeks.

All of sudden the team had up to 10 hours per week back. And more than that, no more frustrating, manual work moving between reports, Excel, Powerpoint, and back again.

"This is amazing. I feel like I have my life back."