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Project Overview
1 Week | $350 USDProject Overview
An Amazon ad agency approached us to revamp their ad spend reporting process.
We created a visually appealing, one-page Excel dashboard that streamlined client communication and reduced report preparation time, resulting in improved efficiency and agency growth.
Challenges: Time-Consuming and Inefficient Reporting
Challenges: Time-Consuming and Inefficient Reporting
The agency faced two main challenges that limited productivity and impacted client communications:
The agency faced two main challenges that limited productivity and impacted client communications:
⏳ Time Constraints
⏳ Time Constraints
Limited internal bandwidth to develop a streamlined reporting format from scratch.
Excessive time spent building and customizing ad hoc reports.
📉 Complex Reporting Format
📉 Complex Reporting Format
Existing reports were cluttered and lacked focus on key performance indicators (KPIs).
Reports did not align with the agency's branding or clearly communicate value to clients.
The Solution: A One-Page Dashboard to Simplify Client Reporting
The Solution: A One-Page Dashboard to Simplify Client Reporting
To tackle these challenges head-on, we aimed to create a reporting solution that combined visual clarity with operational efficiency.
To tackle these challenges head-on, we aimed to create a reporting solution that combined visual clarity with operational efficiency.
Collaborative Design Process - We partnered with the agency to define key metrics and design a reporting structure aligned with their brand and client communication needs.
One-Page Dashboard in Excel - Using Excel’s data visualization tools, we built a concise, branded dashboard that summarized ad spend achievements on a single page. The dashboard made it easy for clients to instantly understand campaign performance.
Implementation and Adoption - Within two weeks, the new dashboard was integrated into the agency’s workflow, becoming their go-to reporting template for all client accounts.
The Results: Efficiency Gains and Business Growth
The Results: Efficiency Gains and Business Growth
⏱️ 5 Hours Saved Per Week - Report-building time was reduced, allowing the team to focus on growth and client management.
🗣️ 30-Minute Reduction in Client Meetings - The dashboard’s clarity allowed for quicker and more effective client updates.
📈 4 New Clients Acquired - Freed-up capacity enabled the agency to onboard four new clients within the first month of using the dashboard.
How Businesses Made Their Data #ZombieProof
How Businesses Made Their Data #ZombieProof
💡 They went from reporting nightmares to automated insights. See how they did it—download the case study collection now!
📱Mobile Friendly PDF For Download ☝🏼
Key Takeaways: The Impact of Simplified Reporting
Key Takeaways: The Impact of Simplified Reporting
Streamlined reporting enhances internal efficiency and client satisfaction.
A branded, single-page dashboard can reduce meeting times and improve client trust.
Leveraging Excel’s capabilities is a cost-effective way to improve agency reporting.
FAQ's
FAQ's
Can this dashboard template be adapted for other industries?
Yes! This template can be customized for marketing, sales, financial reporting, or other business operations.
How long does it take to build a similar dashboard?
Depending on requirements, dashboards like this can be designed and implemented within 1 to 3 weeks.
Do I need Excel expertise to update or maintain the dashboard?
No advanced knowledge is needed. The dashboard is built with user-friendly components and simple update procedures.
Can this solution scale for multiple client accounts?
Absolutely! The template can be easily duplicated and adjusted for any number of client accounts.
Will this dashboard integrate with other tools?
While Excel is the primary platform, it can be linked to external data sources or integrated into automated workflows using tools like Power Query or Zapier.
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