Best for
- B2B teams running several paid and organic channels
- Teams that debate numbers because every platform uses a different definition
- Marketing leaders who need one weekly decision view instead of five dashboards
Pull paid, organic, search, and pipeline data into one operating view, normalize the definitions, and give the team a weekly answer to what moved, why, and where budget should be investigated next.
A repeatable command center with normalized channel metrics, blended efficiency views, anomaly notes, forecast ranges, and an owner-assigned decision queue.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
4 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Cross-channel reporting breaks when teams compare platform-native metrics as if they mean the same thing. This workflow forces the measurement contract first, keeps source-level detail available, and uses Claude Code to automate the repetitive collection and reconciliation work while leaving budget decisions with the operator.
Expected results
Measurement traceability
Every headline metric has a source and definition
This is an operating acceptance criterion, not a performance claim; the dashboard should not publish metrics that cannot be traced.
Decision cadence
One reviewed decision queue per week
The workflow is built around a weekly operating review rather than passive dashboard consumption.
Forecast transparency
Three editable scenarios
Base, downside, and upside ranges make assumptions visible instead of presenting a single precise forecast as fact.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
60-90 min
60-90 min
Before connecting anything, write down the fields the team will actually use to make decisions: spend, clicks, sessions, qualified conversions, opportunities, pipeline, revenue, CPA, CAC where available, and the attribution window behind each number. Put the definition, source system, owner, refresh cadence, and known limitation for every metric into Google Sheets. Review the contract with paid media, RevOps, and whoever owns GA4 so two metrics with the same label are not quietly treated as equivalent. The QA gate is simple: every headline metric must have one agreed definition and one named source of truth.
An approved measurement dictionary with owners and source-of-truth rules.
Do not start by building charts. Most cross-channel reporting failures are definition failures that a prettier dashboard only hides.
90 min
90 min
List the exact reports or API fields needed from each source and map them into a common table. Preserve original source columns beside normalized columns so someone can trace a number back without rerunning the whole pipeline. In Google Sheets, create a small reconciliation sample for the last seven days and compare totals against the native dashboards. Hold any source that differs materially until timezone, currency, attribution, or filter differences are explained and documented.
A field map and reconciled sample dataset ready for automation.
Keep raw and normalized values side by side. You will need the raw values the first time a stakeholder asks why the dashboard differs from a platform screen.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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