Client Reporting & AnalyticsPurpose
1.2. Ensure agencies deliver timely insights, optimize campaigns proactively, and meet client reporting needs without human lag.
1.3. Build live dashboards and real-time notification flows tailored to client-defined KPIs (clicks, CTR, conversions, ROAS, spend, sentiment, etc.).
1.4. Consolidate data from disparate sources, calculate specified metrics, and notify account managers/clients of anomalies or milestones.
Trigger Conditions
2.2. KPI data updated in platform (hourly, daily, event-driven).
2.3. Metric crosses pre-set threshold (e.g., ROAS below 2.0, CTR > 5%).
2.4. Periodic check (schedule-based: daily, weekly, monthly).
2.5. API webhook from source platform or alerting service.
Platform Variants
3.1. Google Ads
• Feature/Setting: Reports API — configure filter for specific campaigns, schedule pull every 4 hours.
3.2. Facebook/Meta Ads
• Feature/Setting: Marketing API (insights endpoint), set time increment (HOURLY|DAILY), fields for tracked KPIs.
3.3. LinkedIn Ads
• Feature/Setting: Ad Analytics API, query by account/campaign, set fields for impressions, clicks, conversions.
3.4. Microsoft Advertising
• Feature/Setting: Reporting API — configure reports with custom metrics template, schedule with polling triggers.
3.5. TikTok Ads
• Feature/Setting: Advertiser Reporting API, select desired dimensions and metrics, schedule batch requests.
3.6. Twitter/X Ads
• Feature/Setting: Ads API analytics, set entity (campaign/ad group), metrics array, polling frequency.
3.7. Snapchat Ads
• Feature/Setting: Marketing API reporting, define campaign/creative breakdowns and metric fields.
3.8. Pinterest Ads
• Feature/Setting: Analytics API, select KPI endpoints (e.g., pins, conversions), time/granularity parameters.
3.9. HubSpot
• Feature/Setting: Analytics APIs, define event property filters and webhook triggers for KPI changes.
3.10. Salesforce Marketing Cloud
• Feature/Setting: REST API, configure Data Extension queries, trigger flows for status updates.
3.11. Google Analytics 4
• Feature/Setting: Data API, define custom metrics, dimensions, and periodic extract configurations.
3.12. Tableau
• Feature/Setting: Web Data Connector/REST API to push/post KPI data, trigger refresh scripts.
3.13. Power BI
• Feature/Setting: Push dataset API — push row on KPI threshold event, schedule refreshes.
3.14. Slack
• Feature/Setting: Incoming Webhook, configure message template for alert, target channel/user.
3.15. Microsoft Teams
• Feature/Setting: Incoming webhook, set adaptive card template for KPI alert, select team/channel.
3.16. Email (Gmail/Outlook)
• Feature/Setting: SMTP/Graph/REST API to send email notification with KPI snapshot attachment.
3.17. Zapier
• Feature/Setting: Zap action/trigger — select trigger app, action app, set custom filter logic.
3.18. Monday.com
• Feature/Setting: Item creation or update via API on KPI event, configure board/column mappings.
3.19. Asana
• Feature/Setting: Task creation via API with KPI breach details, set assignee/project ID.
3.20. Notion
• Feature/Setting: Database insert API for each KPI update event, set schema mappings.
3.21. Google Sheets
• Feature/Setting: Sheets API to append row, schedule sheet export on KPI thresholds.
3.22. AWS SNS
• Feature/Setting: Publish message to topic on KPI alert, trigger SMS/email/lambda downstreams.
Benefits
4.2. Precision: Minimizes manual error in reporting, consistent alerting when KPIs deviate.
4.3. Productivity: Teams focus on strategy, not manual data gathering/interpreting cycles.
4.4. Scalability: Supports unlimited clients/campaigns without increased headcount.
4.5. Accountability: Every KPI alert/action is logged and auditable for compliance and client trust.
4.6. Customization: Fully adapts to unique client KPIs, platform mixes, and preferred alerting channels.