Automated Client Reporting: Monthly Reports From 8 Hours to 30 Minutes
Data pipeline and branded client reports
8 hrs to 30 minReporting errors
The challenge
The team spent a full day every month pulling numbers from several platforms into client reports by hand. It was tedious, easy to get wrong, and it pulled senior people away from client work.
What we did
- We audited the reporting stack and standardised the metrics that mattered for each client.
- An automated pipeline now pulls data from each platform on a schedule and generates branded client reports ready to review and send.
- A live dashboard lets clients check progress at any time.
The outcome
Monthly reporting time fell from about 8 hours to under 30 minutes, reporting errors were effectively eliminated, faster and more consistent reports helped client retention, and senior hours moved from data entry to strategy.
Reporting went from a dreaded monthly chore to something we barely think about.
Client, small marketing agency
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