How to Automate Your Client KPI Reporting Process: The 11 Step Guide

Picture this: it’s the end of the month, and some poor soul at your agency needs to put together the monthly marketing report for each client. He or she embarks on this mind-numbing journey by logging into every digital marketing service you use, copying the key data points, and entering them into your clunky marketing KPI spreadsheet. For other metrics that are too complicated to duplicate in a spreadsheet, they cut and paste graphs from different software into powerpoint, and try to craft a cohesive story even though each graph’s format is different. Finally, it gets pdf’d and sent […]