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Joe_Reitz
Joe_Reitz
Level 8
January 16, 2017

#KreweChats Episode 13: Advanced Reporting

  • January 16, 2017
  • 5 replies
  • 5535 views

Hey #MKTGNation!

 

SVMUG leader @Jessica Kao​ delivered a fantastic advanced reporting workshop at the latest SVMUG & CHIMUG meetings, so we wanted to pick her brain on a live/recorded webcast! @Rachel Egan​, @Ande Kempf​, @Dory Viscogliosi​, and @Juli James​ also lent their expertise to the conversation, and I think this was one of the best episodes we've recorded to date!

 

We covered a wide gamut of reporting best practices, from where you need to start and the questions you need to ask, all the way through to ​instance architecture and first-touch/multi-touch reporting best practices. No matter where you are on the reporting spectrum, there are definitely a few choice nuggets of wisdom to be gleaned from this episode.

 

 

Let's keep the conversation going in the comments below!

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    5 replies

    A
    Anonymous
    January 17, 2017

    "Start with the end in mind". Really dug this episode, all. Reporting on only vanity metrics hits home w/me; need to start diving deeper in how I report return on programs (instead of just providing basic rev and open/click events).

      Joe_Reitz
      Joe_ReitzAuthor
      Level 8
      January 18, 2017

      Glad you found some value in it, man. People get stuck on vanity metrics more often than you'd think. It's great for an immediate gut-check, but doesn't really answer any business questions outside of how to build a better mousetrap with emails.

      The other big piece with all this fun reporting stuff is mapping a Revenue Cycle Model, if you have the ability to create one in your instance. Tracking funnel stage and velocity is, as the youths say, like, whoa.

      If it doesn't look cool, you're probably doing it wrong.
        Lauren_Beth
        Lauren_Beth
        Level 5
        January 19, 2017

        This was very insightful Joe - thanks for posting. We are definitely guilty of trying to do much and get stuck. We are in the midst of a complete revamp of our reporting process and I'm excited to apply this.

          Joe_Reitz
          Joe_ReitzAuthor
          Level 8
          January 21, 2017

          Hey, next time you get stuck, give me a call and let's grab lunch!

          If it doesn't look cool, you're probably doing it wrong.
            Lauren_Beth
            Lauren_Beth
            Level 5
            January 23, 2017

            I will definitely take you up on that, Joe!  Speak soon.

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