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CONTROL
Max
CEO's Right Hand

Marketing performance summary

Compare advertising, enquiries and sales within one period.

Workflow scoped to your process
Discuss Marketing performance summary
The problem
  • Advertising reports show enquiries that differ from CRM figures and sales sources are lost.
Max
How it works

Example paths: the agreed action or human review. This diagram does not run on your live data.

marketing-analytics.workflow
live
OKReview2xSpend · CRM ·trackingInput data2xCheckattributionWorkflow rulesSources aligned?2xCompilemarketing briefAfter validation2xMarketing briefPermitted action2xHuman reviewException or refusal2xSource dataReference source
How it works
  1. 01Input: Spend · CRM · tracking.
  2. 02Permitted ad-platform and CRM exports are aligned by period, tracking and status; the summary shows spend, enquiries and sales with attribution gaps.
  3. 03Output to verify: Marketing brief.
  4. 04Missing tracking, differing periods and duplicates are flagged for the marketer. Budgets and campaigns are not changed automatically.
What we verify at launch
  • ✓Periods, definitions and sources are explicit; totals are reproducible and uncertain attribution is not treated as a proven sale.
  • ✓We check repeated processing and connection failures using agreed examples.
Possible connections — agreed before implementation
google-sheetsnotiongmail
Workflow example

An illustration of the logic, not a customer case. Connections and results are agreed before implementation.

Input

Spend · CRM · tracking

Expected output

Periods, definitions and sources are explicit; totals are reproducible and uncertain attribution is not treated as a proven sale.

FAQ

What inputs do we need?

We need an example of “Spend · CRM · tracking”, processing rules and an owner for “Marketing brief”. Access is requested after connections are agreed.

What happens if data is missing or an error occurs?

We check “Sources aligned?”. Missing tracking, differing periods and duplicates are flagged for the marketer. Budgets and campaigns are not changed automatically.

How is the result accepted?

Periods, definitions and sources are explicit; totals are reproducible and uncertain attribution is not treated as a proven sale.

How long does implementation take?

Scope, price and timing are defined after checking systems, access and exceptions. This page describes a possible workflow, not a ready connection to your data.

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