Automated Client Reporting for a 30-Client Marketing Agency

Account managers lost the first week of every month manually assembling reports from six different platforms.

• Data pulled by hand from six ad platforms and CRMs
• A full week per month spent building client-facing decks
• Less time left over for strategy and client relationships

Built a live, auto-refreshing dashboard that replaced the manual reporting process entirely.

• Performance data pulled automatically from every platform
• Client-branded dashboards refresh without manual work
• Built around the metrics each client actually cares about

Clients valued live access more than the polished monthly deck ever was — formatting time became strategy time.