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Marketing operations

Spend less time assembling reports. More time deciding.

Create one repeatable marketing view with clear metric definitions, owners and data checks.

For founder-led businesses where weekly or monthly trading packs depend on copied exports and disputed numbers. Clerq maps the reporting decisions and their source data before recommending automation.

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Plain-English definition

Marketing reporting automation combines governed channel, trading and customer data into repeatable reports with explicit definitions and owners.

How the Diagnostic tests it

Signs reporting is consuming the team

  • Exports are copied into a new spreadsheet every week.
  • Channel reports, ecommerce data and finance numbers tell different stories.
  • Metric definitions change between teams or reporting periods.
  • The pack describes what happened but does not route decisions or actions.

What the target workflow does

  • Refreshes approved source data on an agreed timetable.
  • Applies documented metric definitions and period comparisons.
  • Checks completeness, anomalies and known data delays.
  • Produces a concise report with exceptions and named follow-up owners.
Controls and ownership

A dashboard is not a decision process.

The workflow needs governed definitions and people who can explain and act on the result.

Area
Automated preparation
Human control
Data refresh
Collect approved channel, trading and customer data.
Owners resolve failed or incomplete feeds.
Definitions
Apply the agreed metric logic consistently.
Marketing and finance approve definition changes.
Anomalies
Flag unusual movements and missing comparisons.
Channel owners explain causes and validate corrections.
Actions
Route agreed exceptions and follow-ups.
Management decides spend, trading and customer actions.
Relevant systems

Connect the commercial stack.

Exact sources depend on your reporting decisions. Systems already within Clerq's stated scope include:

ShopifyKlaviyoHubSpotXeroSlack

Start with a two-week Diagnostic.

Clerq reviews report consumers, decisions, definitions, sources, manual preparation and known data limitations. The roadmap ranks the reporting work with a credible operating case.

  • From £2,500
  • No new dashboard before the decisions are understood
  • Three months of Run included after Build
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Questions

Marketing reporting FAQ

Will this replace all our dashboards?
Not necessarily. The Diagnostic may recommend connecting existing reports, standardising definitions or retiring duplicate outputs before any new build.
How do you resolve different revenue numbers?
The business must define which source answers which question and how timing, returns, tax and attribution are treated. Clerq documents and applies the agreed definitions rather than inventing financial logic.
Can it write the weekly commentary?
It may draft observations from approved data, but owners should validate causes, context and proposed actions before publication.
How are data failures handled?
The workflow should show freshness, completeness and failed-source warnings. It should never present stale or partial data as a clean report.
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Practical guide

Marketing dashboard and KPI governance

Start with decisions, govern definitions and expose data quality.

Read →
Marketing reporting

Turn reporting time into decision time.

Start with a 20-minute fit call or review the illustrative Diagnostic first.

Get the Sample Diagnostic