Requirements background
The marketing team needed to report regularly to their superiors on the results of their work, but data organization was time-consuming and difficult to focus on.
Efficient methods
- Preset Dashboards: Directly use the templates provided by Source, such as "Ad ROI Analysis" and "Content Effectiveness Tracking".
- Customized time slots: Select a quarterly date range and the system automatically aggregates the relevant data.
- Export of key indicators: Focus on core metrics such as channel ROI, customer acquisition cost changes, and conversion rate trends
- Visualization Comparison: Demonstrate changes in performance through chained/year-on-year charts provided by the system
operating skill
1) Save common report combinations in advance; 2) Add AI's optimization suggestions in the notes; 3) Explain fluctuation causes using the abnormal data flagging function.
This answer comes from the articleSource:AI marketing analytics tool that helps B2B companies identify customer sourcesThe
May not be reproduced without permission:AI productivity tools " How to quickly generate analytics during quarterly marketing review?
