Developing Performance Reports that are Actually Useful
WHAT I DID
Phase 1: Build the Right Foundation
I partnered with the media and analytics teams to align on the client’s business goals and KPIs. Then the Analytics team developed a custom live dashboard that included:
An executive summary
Channel-level performance views
Visuals to surface key trends
The dashboard was updated automatically, enabling teams to access performance data first thing on Monday morning to write insights.
Phase 2: Translate Data into Insights
To complement the dashboard, I created a PowerPoint template that mirrored its structure. This allowed team members to plug in written insights consistently and efficiently—ensuring the "what now?" was just as clear as the "what happened?".
THE RESULTS
🕗 Early Monday deadlines were consistently hit
⏳ Media teams spent less time pulling data and more time on strategic analysis
📊 Client leadership could quickly connect spend to results and make faster, data-driven decisions
📈 Improved reporting led to better performance conversations and campaign adjustments
TOOLS
THE PROBLEM
Our team struggled to deliver timely, actionable performance reports for a key e-commerce client.
Reporting was:
Manual and time-consuming
Siloed across teams
Overly data-heavy with little executive-level insight
The client needed quick, strategic takeaways by category, promotion, and audience early on Monday mornings—so their leadership could understand performance at a glance and tie media spend directly to revenue outcomes.
CLIENT
E-Commerce Retail Brand