SVMUG leader Jessica Kao delivered a fantastic advanced reporting workshop at the latest SVMUG & CHIMUG meetings, so we wanted to pick her brain on a live/recorded webcast! Rachel Egan, Ande Kempf, Dory Viscogliosi, and Juli James also lent their expertise to the conversation, and I think this was one of the best episodes we've recorded to date!
We covered a wide gamut of reporting best practices, from where you need to start and the questions you need to ask, all the way through to instance architecture and first-touch/multi-touch reporting best practices. No matter where you are on the reporting spectrum, there are definitely a few choice nuggets of wisdom to be gleaned from this episode.
Let's keep the conversation going in the comments below!
"Start with the end in mind". Really dug this episode, all. Reporting on only vanity metrics hits home w/me; need to start diving deeper in how I report return on programs (instead of just providing basic rev and open/click events).
Glad you found some value in it, man. People get stuck on vanity metrics more often than you'd think. It's great for an immediate gut-check, but doesn't really answer any business questions outside of how to build a better mousetrap with emails.
The other big piece with all this fun reporting stuff is mapping a Revenue Cycle Model, if you have the ability to create one in your instance. Tracking funnel stage and velocity is, as the youths say, like, whoa.
This was very insightful Joe - thanks for posting. We are definitely guilty of trying to do much and get stuck. We are in the midst of a complete revamp of our reporting process and I'm excited to apply this.
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