I want the important numbers together in one current view
Dashboard automation puts the agreed business numbers into one current view without rebuilding the report by hand.
See the agreed business numbers in one current dashboard without rebuilding the report by hand. Approved data sources feed a repeatable report or dashboard, with definitions and ownership documented for the team.
This is a build, done once. The sources get connected, the numbers you actually decide on get chosen with you, and the report gets assembled and delivered on a schedule you set.
You end up holding one screen, or one email, that arrives already built, with anything that moved sharply marked so you are not hunting for it.
More on how working together works.
The ones you would act on. Four numbers you check and change something over beat forty you scroll past, and the ones nobody has ever made a decision with come off during the build.
Whatever matches how you decide. Monthly suits most small businesses. Weekly makes sense when ads are running, because a week of wasted spend is worth catching.
Sometimes. Some sources connect with nothing extra and some need a paid connector. What each one needs is priced out before it is built, and free paths are used where they exist.
It breaks quietly, and you are told that before it is built. A broken connection can be repaired as a one off, or watched every month under Managed Apps and Platforms.
That is common and usually real. Platforms count differently, especially around sessions, conversions and date ranges. The definition behind each number gets written down on the report so you are comparing the same thing each month.
Yes. It goes to a list of recipients, and different people can receive different versions where not everybody needs every number.
I read it and reply with the scope and the price before any work starts.
Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.
Derek PackerI will review what you sent and reply within two business days.
You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].