Reporting performance marketing agent for revenue growth

A roster of 9 reporting workflows, with overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 1

+5

Send a daily performance digest across channels

A short morning digest of yesterday vs. normal on spend, attributed conversions and cost per new customer for every channel, with anything off-pace or broken called out first.

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All channels

Reporting Basic complexity Revenue growth

Added at Standard · 1

+5

Send a weekly opportunity report

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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All channels

Reporting Standard complexity Pipeline generation Revenue growth

Added at Advanced · 1

+5

Report blended customer cost and how fast it pays back

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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All channels

Reporting Advanced complexity Pipeline generation Revenue growth

Added at Expert · 4

+5

Check ad platform overcrediting against Roadway attribution

Reconciles what each ad platform claims against CRM or order data, and produces a trust factor per channel for budgeting.

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All channels

Reporting Expert complexity Revenue growth

+4

Mine creative insights across channels with LLM tagging

Tags every ad across channels by angle, hook, format and offer, then finds which creative attributes drive performance across channels.

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Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads ChatGPT Ads

Reporting Expert complexity Revenue growth

+5

Report true results after adjusting for real ad impact

Restates every channel's cost per goal and return using impact-test results, so budget decisions are based on real results, not attributed ones.

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All channels

Reporting Expert complexity Revenue growth

+5

Suggest new workflows from Task History and performance gaps

Reviews what every coworker did, what it changed and what happened (Task History plus action-impact memory), and proposes the next workflows worth automating, or the ones to retire.

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All channels

Reporting Expert complexity Revenue growth

Added at Mad Max · 2

+5

Forecast month-end outcomes

Forecasts month-end spend, goal volume and cost per goal for each channel with a likely range, and says what to change today to hit plan.

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All channels

Reporting Mad Max complexity Revenue growth

+5

Measure the impact of major changes against a comparison group

Measures the true impact of big account changes (a restructure, a bid strategy switch, a new channel) against a comparison group rather than before and after.

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All channels

Reporting Mad Max complexity Revenue growth