Problem
The team rebuilt the same performance report for every client each month by pulling numbers from several ad and analytics platforms. It scaled with headcount, not with revenue.
Case studies / Marketing / Agency
A client portal that replaced the monthly hand-built report run
Marketing / Agency · Founder
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Reporting
DwgWhat we built
SheetMarketing / Agency
Steps04
What we built
Build
- A web app that connects each client's ad, analytics, and CRM accounts, refreshes on a schedule, and gives every client a branded login with their own live dashboard.
- Commentary is written once by the account manager instead of rebuilt alongside the charts.
Stack
- Next.js
- PostgreSQL
- Scheduled ETL
- Platform APIs
Result
Monthly reporting stopped being a production line. Clients check results whenever they want rather than waiting for a slide deck.
Before and after
Outcome
Monthly report builds
Manual to automatic
Client access
Live, self-serve
Commentary
Written once, not rebuilt
Track record
6+
Years building automation
500+
Client reviews (4.9 avg)
650+
Projects delivered
A pattern we build often. Outcomes describe the system and how it changes the work, de-identified for privacy. Named references for your industry are available on request under a mutual NDA.
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