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Advanced reporting performance marketing agent

Advanced reporting performance marketing agent

A report agent that coordinates workflows across your connected ad channels. It handles report inside the Workflow Automation Library.

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Workflows by category

A roster of 7 reporting workflows, with overlapping versions removed. Lower-level essentials are included.

Reporting · 7

+3
A simple weekly check of lead count, cost per lead and the share of leads sales accepted, by channel and campaign.
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+5
The performance marketing agent's general report: one view of spend, results and cost per goal across every connected channel, with what changed and why. Affiliate and SEO numbers are optional extras that need a data source you connect.
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+5
A simple read on how launch campaigns did in their first 7 days by channel: spend, reach, clicks and goal events.
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+5
A 30-day review of a launch across channels: what drove adoption or pipeline, what to fold into always-on, and what to stop.
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+5
Ranks the biggest dollar opportunities across every channel this week (budget-limited winners, wasted spend, expansion and tests to run) so Monday's approval queue starts with what matters.
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Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.
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+5
Reports what a new customer costs overall and on paid channels, how fast that cost pays back and how it compares with customer value, using CRM and billing data rather than platform conversions.
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