Efficient reporting is essential for marketing and advertising agencies juggling multiple clients...
Accurate and timely reporting is critical for advertising agencies and solution providers managing numerous clients and campaigns. Clients expect timely, data-intensive updates, yet manual reporting consumes valuable hours that could be better invested in strategy and creative execution.
By automating reporting, AdTech companies enhance accuracy and consistency from platforms like Looker while delivering insights more quickly—driving higher client satisfaction and differentiating themselves in a crowded market. Continue reading to learn how forward-thinking AdTech leaders achieve valuable efficiencies with Slideform.
AdAdapted
Location: Michigan, USA
Industry: Advertising Technology
Company Size: 50+ employees
AdAdapted is a full-funnel digital advertising solutions company focused on CPG. Account managers at AdAdapted were spending significant time preparing customized mid- and post-campaign review decks for clients. Jessica, an Analyst at AdAdapted, discovered Slideform while searching for a way to auto-fill Google Slides decks with highly-customized and detailed metrics from Looker. By automating their reporting in Slideform, AdAdapted now generates campaign review decks in a fraction of the time.
Challenge:
With so many reports to produce, the data team was looking for a better way to streamline to keep up with the volume. Before Slideform, they were manually entering data from Looker into PowerPoint and Google Slides and building the decks by hand. However, AdAdapted didn't just need a tool to build the slides, they needed a way to dynamically update numerous filters and time ranges in Looker. Although the AdTech company had tried other automation tools in the past, none had been able to fulfill their complex reporting needs.
Key Outcomes:
- Client reports are standardized on a master template with consistent metrics and formatting
- Charts and metrics from Looker are seamlessly transferred to Google Slides
- Customizations for different clients are enabled by dynamic slide visibility toggles
- Reports are generated when needed by the account managers
- Account managers can edit and further refine reports in Google Slides, giving them the ability to add critical details and insight
Solution:
Slideform provides AdAdapted an efficient way to produce data-intensive, client-facing decks at scale. The ad operations - data team uploaded a branded master deck template. Charts and metrics from Looker were linked to the template during Slideform's setup process. All filters and date range customizations were set in Slideform. The client success team then simply selects the client, campaign, and date range to automatically generate a report when they need it and the slides are saved in Google Drive.
