Visualization/dashboard updates with live data

Purpose

1.1. Provide clients with up-to-the-minute campaign insights, aggregating data across channels into single or multiple dashboards, ensuring agencies deliver transparent, real-time performance feedback and insights.
1.2. Enable rapid response to changes in key metrics by visualizing conversions, spend, impressions, CTRs, and ROI, optimizing client satisfaction and data-driven decision-making.
1.3. Consolidate data from disparate sources (social, ad networks, CRM, web analytics) for executive-level reporting, granular media planning, and budget allocation.

Trigger Conditions

2.1. Scheduled intervals (e.g., every 15 minutes, hourly, daily) for pulling fresh data from APIs.
2.2. Webhook notifications from ad networks or analytics services indicating new data availability.
2.3. Manual refresh requests from client portals or project managers.
2.4. New campaign or ad group creation events in advertising platforms.
2.5. Data anomaly detection events (e.g., sudden spike/drop in spend or conversions).

Platform Variants

3.1. Google Data Studio
• Connector/API: Data Sources API, Community Connectors; schedule refresh; configure authentication with OAuth2.
3.2. Tableau
• Feature: Tableau Web Data Connectors; schedule data extract refresh with Tableau Server/Online.
3.3. Microsoft Power BI
• API/Setting: REST API for Dataset Refresh; configure with Azure AD credentials for scheduled updates.
3.4. Klipfolio
• Connector: Data Sources / Webhooks; set auto-refresh, configure source URLs and mapping via REST API.
3.5. Domo
• API/Feature: Domo DataConnectors; set dataset sync schedule and OAuth2 source credentials.
3.6. Looker
• API: Looker API (Look/Query); set scheduled report delivery and data pulls via SDK.
3.7. Qlik Sense
• Feature: Qlik REST Connector; schedule reload tasks on Qlik Sense server or SaaS.
3.8. Amazon QuickSight
• Setting: Data Set Refresh Scheduling; configure S3 or connector pull intervals.
3.9. Databox
• Feature: Data Source Connections; auto-refresh schedule, data push/pull via integrations.
3.10. Google Analytics
• API: Reporting/Data API v4; set triggers for periodic pulls, configure OAuth client.
3.11. Facebook Graph API
• Endpoint: /ads_insights; schedule fetch via cron/script, access token management.
3.12. Twitter Ads API
• Endpoint: /stats/jobs; configure periodic fetching using bearer token, handle async reports.
3.13. LinkedIn Marketing API
• Endpoint: /adAnalytics; refresh data using scheduled jobs, set authentication flow.
3.14. HubSpot
• API: Analytics API; trigger data export/tool sync with scheduled automation.
3.15. Salesforce
• API: Analytics REST API; set batch data extraction on intervals, OAuth/Security token auth.
3.16. Google Sheets
• API: Sheets API; configure script for auto-update, setup triggers for regular data pulls.
3.17. Snowflake
• Feature: Snowflake Connector; schedule SQL extract, push to BI dashboard.
3.18. Amazon Redshift
• Feature: Redshift Data API; automate query execution, deliver results to dashboard platform.
3.19. Segment
• API: Warehouse Sync; automate data routing to destination dashboards on event triggers.
3.20. Zapier
• Feature: Scheduled Zaps; collect data from multiple APIs, push to dashboard endpoints.
3.21. Monday.com
• Feature: Dashboard Widgets; configure API data feeds for scheduled refresh using webhook or API.
3.22. Zoho Analytics
• API: Data Import API; schedule data ingestion from ad/analytics sources and refresh dashboards.

Benefits

4.1. Zero manual reporting; automate aggregation and delivery for improved workflow efficiency.
4.2. Real-time, error-free data visualization leads to faster optimizations, enhanced client trust.
4.3. Customizable, scalable solutions across diverse data ecosystems and client needs.
4.4. Enables data anomaly tracking and instant escalation for risk mitigation and campaign agility.
4.5. Supports collaboration between teams and clients with always-current, shareable dashboards.