Use casesReporting
The weekly marketing report, without rebuilding it every Monday
Mitra collects the numbers from the dashboards they live in. The agent pulls traffic from Google Analytics, signups from PostHog and email performance from Mailchimp into your sheet every Monday at 9am. What went up and what went down goes to Slack, each with a direction.
Every Monday at 9am, pull last week's Google Analytics traffic, PostHog signups and Mailchimp numbers into my 'Marketing weekly' sheet. Post the movements to #marketing.
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What the agent actually does.
Read last week's traffic
The agent takes the week just gone from Google Analytics: sessions, users, and which channels sent them.
Count the signups
PostHog gives the people who signed up in the same window, so acquisition sits next to the traffic behind it.
Pull the email numbers
From Mailchimp the agent takes the campaigns that went out, with opens, clicks and unsubscribes.
Write one row
A single row is appended to your sheet in the columns you already use, and your charts pick it up.
Post what moved
The week is compared against the one before, and each number reaches Slack with a direction beside it.
Make it yours.
For the marketer who opens four dashboards every Monday and retypes the same numbers into the same sheet. Change any of this by saying so — there is nothing to rewire.
- Add ad spend to the row, so cost per signup lands beside the signups.
- Email the summary to the marketing lead instead of posting it in Slack.
- Call out any metric that moved more than 20% at the top of the post.
Questions, answered.
Can I automate a marketing report that pulls from more than one tool?
How do I get a weekly report that shows whether numbers went up or down?
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