Reporting turns the measured journey into the operating view. The sources are joined in infrastructure the client owns, often BigQuery, and the dashboard is built around decisions people actually make. A multi-location business may need revenue by location and booking type. Another client may need closed revenue by campaign. The view follows the question, not a template.
The team has six reports and still exports spreadsheets before every meeting because none of them can answer the next question.
The work
What this part does
- 01
Agree the business questions and metric definitions before choosing a chart
- 02
Build reporting tables that preserve the source, calculation, and freshness of each important figure
- 03
Design the executive view and the operating detail without making either team read the other team's report
- 04
Reconcile dashboard totals to their source and document how the view is maintained
Outcome
One reporting view, held in your accounts, with each important number traceable to its definition and source.
What buyers ask
Do we need BigQuery?
Not automatically. It is useful when several sources need to be joined, history needs to be retained, or the dashboard should not depend on repeated live calls to each platform. A smaller system may not need it.
Is the dashboard always built in Looker Studio?
No. Looker Studio is often the practical choice for a Google-centered stack, but the reporting tool follows the people using it and the infrastructure they already own.
What happens when a source changes?
The handover names each source and the checks that reveal a break. Ongoing monitoring and maintenance can stay with this practice, or the documentation can be handed to the client's own team.
Check your marketing numbers
The first paid step checks the numbers and defines the build. You will know what needs fixing before you are asked to approve the larger scope.
Send your site and the systems that hold your ad spend and sales. You get a written finding that shows where the numbers disagree and how large the gap is. It also names what should be fixed first.
- Cost
- Fixed scope
- Turnaround
- Within ten business days