How We're Automating Full Funnel Reporting
Since launching FullFunnel, we’ve been on the lookout for a reporting solution that would allow us to automate our full funnel reporting. As a sales and marketing outsourcing firm, we need to be able to clearly report on marketing and sales results in a way that our internal and external stakeholders can quickly and easily comprehend.
Finding a way to do this has not been an easy task. Not only do we use multiple different tools for our services, but our clients use different tools too. Some clients use HubSpot CRM, while others use Salesforce CRM. Some clients have years of historical data in Google Analytics, while some prefer HubSpot’s marketing analytics reports. We run ad campaigns in AdWords and Facebook, and sometimes help boost our client’s social media results on Linkedin, Twitter, and Facebook too. Most of the dashboarding solutions we’ve tested don’t pull from all of these data sources. One even required us to download our data from different sources and upload them every month.
We’re happy to report we’ve finally found a solution, Databox, that automatically pulls data from the majority of the software our clients use, and automates the creation of real-time mobile, desktop, and TV dashboard reports.
Automating the Repetitive Reporting Tasks
Before we discovered Databox, our team spent hours each week aggregating data from multiple sources and compiling it into a palatable format. We’d put data into spreadsheets, create graphs, and paste the graphs into word documents and powerpoints.
With Databox; however, we are able to pull multiple sources of data into one report with just a few clicks of a mouse. We’ve created templates for our core funnel metrics reports that make it even easier and quicker to roll out new reports.
Spending More Time Acting on Insights
Not only has Databox drastically cut down on the time our team spends creating reports, it has lead to improved reporting too. The reports combine data from different sources, calculate important conversion and “cost-per” metrics, and look good too. They’re also available to us and clients in the browser and a mobile app. No spreadsheets, PowerPoints, or word documents needed.
Now, we can spend more time analyzing data and taking action on our findings and less time running reports.
Real-Time Insights from Real-Time Reports
Clear and concise reporting has always been critical for us. We can’t show the value of our sales and marketing programs without it, and we can’t improve our results if we don’t know what’s working.
In the past, we’ve relied heavily on our teams to log in to multiple tools, check stats, and adapt their programs since we didn’t have an organization-wide, all-in-one-spot view of all our client’s data before.
Now, we pull every data point from every client into Databox to make our key performance metrics accessible in real-time to all the relevant stakeholders. This allows our team, as well as our clients, to constantly have an eye on the most important data. Now, we can instantly see leading indicators, such as web traffic and leads, down-funnel KPIs like pipeline creation and revenue, and ROI calculations like cost-per figures.
Monitor KPIs Everywhere, All the Time with Data on Every Device
FullFunnel takes advantage of two key Databox features to provide transparency to both internal and external stakeholders.
The FullFunnel offices are equipped with TVs that loop Datawalls with our clients’ performance data displayed for the entire team to see. This leads to extra scrutiny and thus collaboration that drives improved results.
For our external stakeholders (our clients), we recommend they download the Databox app so they can receive daily updates on their mobile phone. The custom Datacards that we build for them are quick to view and easy to understand, but give them all the information they need to know they’re getting the return on investment they desire. This transparency ensures that we are always on the same page as our clients and helps to drive efficiency in our meetings. Instead of reporting numbers, we can dive right into conversations about improving the numbers.
Four Steps to Customizing, Then Automating Your Reporting
As an early partner of Databox’s who has picked up the platform very quickly, they asked us to share our approach on their blog. You can read our full process in the article, “The Busy Executive’s Guide to Full Funnel Reporting”.
In summary, here’s the process we use:
- Identify, then focus on the key metrics that matter for your business
- Pull data from multiple sources and aggregate it into one place
- Make your data available to all stakeholders
- Customize your reports to match the needs of your business
But, you don’t have to reinvent the wheel. If you’d like help automating your sales and marketing reporting processes, request a consultation with one of our experts.