Client Reporting & AnalyticsPurpose
1.2. Consolidate campaign data, standardize KPIs, and deliver actionable insights at fixed intervals with no manual intervention.
1.3. Ensure clients receive up-to-date analytics, improve budgeting decisions, and increase transparency on campaign efficiency.
1.4. Align reporting frequency to campaign cycles—daily, weekly, or monthly—adhering to client SLAs.
Trigger Conditions
2.2. Event-based: Completion of prior step (e.g., ad platform data sync) automatically starts reporting process.
2.3. Manual override: Optional dashboard control to force immediate cycle.
Platform Variants
• Feature/Setting: Reports API (runReport, searchStream); configure for CampaignPerformance, specify metrics=’cost, conversions, conversion_value’ and date_range=LAST_7_DAYS.
3.2. Facebook Ads
• Feature/Setting: Marketing API, Insights endpoint; configure level=’account’, fields=’spend, actions, impressions, clicks’, date_preset=’last_7d’.
3.3. Microsoft Advertising
• Feature/Setting: Reporting API, SubmitGenerateReport; specify reportType=’ACCOUNT_PERFORMANCE_REPORT’, aggregation=’Daily’.
3.4. LinkedIn Ads
• Feature/Setting: Reporting API, Analytics endpoint; set q=analytics, fields=’costInUsd, impressions, clicks, conversions’, timeGrain=’DAILY’.
3.5. Twitter Ads
• Feature/Setting: Analytics API, stats/accounts endpoint; metrics=’billed_charge_local_micro, impressions, engagement’, granularity=’DAY’.
3.6. TikTok Ads
• Feature/Setting: Reporting API, /report/integrated/get endpoint; metrics=’spend, conversions’, time_range=’LAST_7_DAYS’.
3.7. Snapchat Ads
• Feature/Setting: Marketing API, Stats endpoint; fields=[‘spend’,‘reach’,‘swipes’], time_interval=‘WEEK’.
3.8. Pinterest Ads
• Feature/Setting: Analytics API; metrics=’spend, engagements’, filter by ‘date_range=last_7_days’.
3.9. HubSpot Marketing
• Feature/Setting: Analytics API, GET /events; parameters eventType=‘adSpend’, dateFilterType=‘range’.
3.10. Salesforce Marketing Cloud
• Feature/Setting: REST API, retrieveData; dataExtensionKey=‘AdSpendReport’.
3.11. Marketo
• Feature/Setting: REST API, getLeadActivityExport; activityType=‘AdvertisingPerformance’, timeframe=‘lastWeek’.
3.12. ActiveCampaign
• Feature/Setting: Reports API, endpoint=‘dealOverview’; filters include custom fields for ‘ad spend’, date range for last period.
3.13. Google Sheets
• Feature/Setting: Google Sheets API, batchUpdate; set spreadsheetId and use range to update ‘ad spend’ and ‘ROI’ summary sections.
3.14. Microsoft Excel Online
• Feature/Setting: Graph API, worksheetUpdate; set ‘AdSpend’ and ‘ROI’ cell values programmatically.
3.15. Tableau
• Feature/Setting: REST API, Refresh Extract and Get Data endpoints; schedule extract and query latest ad metrics dashboards for export.
3.16. Power BI
• Feature/Setting: REST API, Refresh Dataset and Export Report; automate dataset refresh and PDF export of ‘Ad ROI’ dashboard.
3.17. Data Studio (Looker Studio)
• Feature/Setting: API, createReport and export endpoints; configure templates and deliver report via PDF.
3.18. Slack
• Feature/Setting: Incoming Webhook; send summary of weekly ad spend and ROI with direct URL to full report.
3.19. Email (SMTP)
• Feature/Setting: SMTP relay; configure email template with dynamic merge fields for spend/ROI and recipient list from CRM.
3.20. Dropbox
• Feature/Setting: API /files/upload; save compiled reports as timestamped PDFs in shared folders for audit trail.
Benefits
4.2. Enables near real-time visibility into ad performance for both internal and client teams.
4.3. Enhances decision-making with timely, standardized metrics and benchmarks.
4.4. Scales to support multiple clients and platforms without additional workload increases.
4.5. Improves client satisfaction and retention by consistently meeting or exceeding SLA reporting requirements.