How savings are estimated
Monthly hours = hours each time × times per month
Automatable hours = monthly hours × (1 − analysis share) × source factor
The source factor reflects how easy each data source usually is to connect to dashboards or reporting tools: mainstream platforms with standard connectors (GA4, Search Console, Google Ads, Meta Ads, major CRMs) score high; social platforms with limited exports, spreadsheets and offline sources score lower; unknown sources are treated as moderate. A report’s factor is the average of its sources. These are planning estimates based on typical connector availability, not guarantees for your accounts.
What to automate and what to keep
| Automate | Keep with a person |
|---|---|
| Pulling data from platforms | Explaining why numbers changed |
| Calculations (CPA, ROAS, conversion rates) | Judging what matters this month |
| Charts, tables and formatting | Recommendations and next steps |
| Scheduling and sending | Context the data cannot see (seasonality, campaigns, market changes) |
Getting started
- Start with the report that takes the most hours each month.
- Agree the handful of metrics that actually drive decisions; drop the rest.
- Build a live dashboard, then replace the written report with a short summary that links to it.
- Make sure tracking is consistent first: tagged links (UTM Builder) and correctly set-up conversions.
Read how to automate marketing reports without losing the insight.