Does your campaign report pull numbers from each platform automatically?

Tools like Supermetrics, Funnel or Google Data Studio connect to your ad, social and email accounts and keep one dashboard up to date, so you stop copying numbers by hand.

How to automate it

How to automate “pull numbers from each platform into a campaign report”

Here are 3 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

90 min

typically, once a week

70%

of the time can be automated

Some setup

to set up

Fix 1 of 3

AutomationBest fix

Pull every platform's numbers into one dashboard automatically

Supermetrics, Funnel, Windsor.ai or the native connectors in Google Data Studio and Power BI pull ad, social, web and email data into one place that refreshes itself.

Typically saves about 65% of the time4 h to set up

1List the platforms and the five or six numbers you report on.
2Connect them with Supermetrics, Funnel, Windsor.ai or native Google Data Studio and Power BI connectors.
3Build the dashboard once in Google Data Studio, Power BI or Google Sheets.
4Schedule it to email the link weekly; stop building the report by hand.

Tools: Supermetrics · Funnel · Windsor.ai · Google Data Studio (formerly Looker Studio) · Power BI · HubSpot dashboards

Fix 2 of 3

Have AI write the "what happened and why" summary

The numbers are the easy part; the commentary takes the time. Paste this period and last period and AI drafts the summary for you to correct.

Typically saves about 50% of the time5 min to set up

1Export the numbers for this period and the last.
2Paste them with the prompt below, plus anything you know that changed (budget, launches).
3Correct anything it misreads and add your judgment.
4Paste it at the top of your report.

Prompt to copy

Here are our marketing results for [THIS PERIOD] and [LAST PERIOD]: [PASTE TABLE]. Context: [CHANGES, LAUNCHES, BUDGET SHIFTS]. Write a summary for [AUDIENCE] in under 200 words: three biggest changes with numbers, likely reasons based only on the context given, and two recommended actions. Flag any metric that looks like a tracking error.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Copilot in Excel or Gemini in Sheets

Fix 3 of 3

Process fix

Agree a short list of metrics and drop the rest

Reports grow every quarter as people ask for one more number. Agreeing the handful that drive decisions cuts the report and the time to build it.

Typically saves about 25% of the time1 h to set up

1List every metric in the current report.
2Ask the people who read it which ones changed a decision in the last quarter.
3Keep those (usually five to eight) and move the rest to an optional dashboard.
4Revisit the list twice a year.

Tools: Google Data Studio, Power BI or a spreadsheet

Quick wins

Have you tried…

Does your campaign report pull numbers from each platform automatically?: Tools like Supermetrics, Funnel or Google Data Studio connect to your ad, social and email accounts and keep one dashboard up to date, so you stop copying numbers by hand.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Marketing Manager / Generalist Demand Gen / Performance Marketing Marketing Ops / Automation

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.