KPI Framework
Define metrics and the business questions they should answer.
Turn numbers into decisions
See the data. Understand the connections.
We bring agreed marketing and sales data together to reveal trends, anomalies and opportunities for action.
Request a consultationSRM / Data Analysis & Reporting04 / 10
Built around your business.
What we deliver
Regular analysis instead of unwieldy data exports.
We define KPIs, review data quality and produce management reports on campaigns, leads and marketing performance.
Data Preparation
Structure, check and combine the agreed data sources.
Management Reporting
Regular reports covering trends, anomalies and recommendations.
Dashboards & Reviews
Reporting views and review meetings within the agreed scope.
Your benefits
The difference
it makes.
- 01Shared definitions for core marketing and sales KPIs
- 02Clear performance trends across reporting periods
- 03Documented findings and next steps
The SRM process
From brief
to delivery.
- 01 / SRM
KPI Workshop
Agree objectives, data sources and report audiences.
- 02 / SRM
Data Model
Structure agreed sources and KPIs.
- 03 / SRM
Reporting
Prepare accessible analyses and visualisations.
- 04 / SRM
Review
Discuss results and what to monitor next.
Good to know
Frequently asked questions.
Is this the same as Performance Deep Dive?
No. Data Analysis provides regular KPI and trend reporting; Deep Dive is a separate, in-depth review of economics and optimisation opportunities.
Is a CRM required?
No. Data may come from suitable existing systems.
Are forecasts guaranteed?
No. Their reliability depends on data quality and the observation period.