Trovant Media · Performance marketing agency
Automated Reporting for a Performance Agency
Daily cross-channel reporting replaced weekly spreadsheet work and connected advertising spend to CRM bookings by service type.
- 3 weeks
- Initial delivery timeline
- 4–6+
- Manual reporting hours saved each week
- Daily
- Cross-channel data updates
The problem
Weekly spreadsheets. Leads that did not reconcile to bookings.
Trovant Media struggled with manual weekly spreadsheet reporting, hand-built month-over-month comparisons, reconciling ad-platform leads with Liine CRM bookings, no automated cost-per-booking metric, and no visibility into performance by service type.
What made it hard
- Manual weekly spreadsheet reporting across TikTok, Google Ads, and Facebook Ads
- Hand-built month-over-month comparisons
- Ad-platform leads not reconciled with Liine CRM bookings
- No cost-per-booking metric or view by service type
What we did
How we fixed it.
Configured Maven connectors for TikTok, Google Ads, and Facebook; stood up BigQuery; developed dbt models for business metrics; and established daily sync schedules.
Connected Liine CRM, mapped ad-platform leads to CRM records, automated cost-per-lead and cost-per-booking metrics, and added discrepancy detection between platforms.
Shipped four views: platform overview with real-time CPL/CPB, week-over-week trends, Facebook/TikTok forms analysis by service type, and day-over-day trend tables.
- Google BigQuery for warehousing
- Maven connectors for extraction
- dbt for modeling and transformations
- Looker Studio for responsive dashboards with export
System view
One path from activity to an answer.
Marketing platforms and CRM data flow into one warehouse, reported in dashboards that update daily.
- Ad platforms
- Liine CRM
- BigQuery + dbt
- Looker Studio
- 01
TikTok, Google Ads, and Facebook Ads
- 02
Bookings matched to ad-platform leads
- 03
Warehouse and business metrics such as cost per lead and cost per booking
- 04
Four dashboard views with export
Result
What changed.
Reporting moved from weekly spreadsheets to daily updates, with cost per booking by service type.
“This dashboard transformed how we operate. We went from spending hours every week creating reports to having real-time insights at our fingertips. Being able to see cost per booking by service type across all our platforms has dramatically accelerated how quickly we optimize campaigns.”
Reported results
- Manual weekly spreadsheet reporting eliminated
- Metrics update daily instead of weekly
- True cost per booking unlocked via automated CRM matching
- Service-level insights by platform available for the first time
- 4–6+ hours saved per week and redirected to optimization
Keep reading
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