| What Founders / Reporting Leads Worry About | DAT Solution |
|---|---|
| Dashboards break or stop refreshing quietly |
|
| “The numbers don’t match” across tools |
|
| Every client call needs a pre-call walkthrough |
|
| Reporting standards drift across accounts |
|
| Data pulls become manual and time-consuming |
|
Google Looker Studio dashboards (standardized and custom)
Datorama builds and maintenance support
Power BI dashboards and data model support (as scoped)
Template-based rollouts across multiple clients
Broken connector troubleshooting and fixes
Calculation validation and spot checks
Versioning discipline so changes don’t create reporting chaos
Supermetrics setup and ongoing connector maintenance
Source integrations (ads platforms, GA4, Search Console, CRM/export feeds as needed)
Scheduled refresh configuration and reliability checks
Weekly/monthly reporting in your agency format
Rollups, pacing views, and key changes highlights
Action-focused notes (what changed + what to do next)
KPI definition alignment (what counts, how it’s calculated)
Consistent filters, segments, and attribution assumptions
Documentation of definitions so teams don’t reinvent logic
Dashboards stay reliable so leadership isn’t pulled into last-minute fixes.
Clear definitions reduce “what does this mean?” threads and confusion.
Templates and standard structures make scaling reporting easier.
Automations reduce exports, patchwork spreadsheets, and repetitive pulls.
When definitions are stable, decisions get faster and easier.
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