Reporting performance marketing agent for sales-led B2B companies

A simple weekly check of lead count, cost per lead and the share of leads sales accepted, by channel and campaign.

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.

A simple read on how launch campaigns did in their first 7 days by channel: spend, reach, clicks and goal events.

A 30-day review of a launch across channels: what drove adoption or pipeline, what to fold into always-on, and what to stop.

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.

Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.

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.

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

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

Shows how fast paid-sourced opportunities move and close by channel: win rate, deal size and cycle length, not just pipeline created.

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

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.

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.

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.