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Analytics reporting

Give the team one clear reporting conversation.

Caboodle turns agreed data sources into a reporting view with consistent definitions and useful context. We focus the dashboard and review process on the decisions your team makes, the changes worth noticing, and the actions that follow.
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See what's included
Analytics reporting scope
  • Audience and decision brief
  • Metric definitions
  • Source connection
  • Data-quality checks
  • Dashboard design

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What's included

Make the report useful at the meeting.

The final scope names the deliverables, dependencies, and review points before work begins. The work below provides the starting point for that discussion.
  • Audience and decision brief. Identify who uses the report and the recurring decisions it should support.
  • Metric definitions. Document each metric's calculation, source, time period, and limitations.
  • Source connection. Configure the agreed supported connectors or data-import process for the reporting tools.
  • Data-quality checks. Inspect missing periods, inconsistent labels, duplicate records, and source-to-report differences.
  • Dashboard design. Organize the scoped views around priorities, trends, comparisons, and useful filters.
  • Context and annotations. Add the campaign, operational, or data-change context needed to interpret important movements.
  • Access and delivery. Set the approved sharing permissions and supported refresh or delivery schedule.
  • Review handoff. Explain the report and establish responsibility for follow-up actions and maintenance.
How this works

Four steps from the first review to handoff.

Phase 1

Choose the reporting questions

Agree on the audience, decisions, and metrics before designing a dashboard.
Phase 2

Prepare the data

Connect the approved sources and reconcile definitions and quality issues.
Phase 3

Build and review

Create the report and validate its numbers and usability with the people who will use it.
Phase 4

Establish the cadence

Document refresh behavior and the review process that turns findings into assigned work.
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Let's talk shop

Build a report your team can act on.

Share the reports you use today and the questions they leave unanswered. We will define a more useful view.
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