Challenge
Time-Consuming Reporting Process Hindering Strategic Work
With multiple marketing channels to monitor and hundreds of reports to produce, UpTick Marketing was spending around 60 hours per month just on building reports.
Their tech stack included an old reporting tool and various internal spreadsheets, which created inefficiencies and made cross-channel reporting labor-intensive.
As the number of marketing channels grew, the complexity of creating comprehensive and personalized reports for each client became increasingly time-consuming.
Solution
Implementing Whatagraph to Streamline Reporting and Aggregate Data
UpTick Marketing turned to Whatagraph to simplify and streamline their reporting processes. The implementation required a thoughtful review of internal processes to ensure the platform was used effectively.
After about two months, the team fully integrated Whatagraph into their workflow, replacing their old reporting tool and spreadsheets. They connected 13 different marketing channels directly into Whatagraph, allowing them to create cross-channel reports that consolidated metrics from every platform in one location.
“Whatagraph replaced our old reporting tool and internal spreadsheets we were using,” shared Matt Spivak, Marketing Consultant at UpTick Marketing.
This new system not only reduced the need for multiple tools but also transformed their data into easy-to-understand visuals. “I think our general knowledge and ability to quickly gather information has improved, which is fantastic,” Matt added.
Results
Saving 40 Hours Per Month and Focusing on Strategic Growth
By adopting Whatagraph, UpTick Marketing reduced their monthly report-building workload from 60 hours to just 10–20 hours—a savings of 40 hours per month. This extra time was reallocated to developing better marketing campaigns and crafting more effective strategies for their clients.
“Whatagraph aggregates the data, transforms it, and displays it in comprehensive visuals,” Matt explained. The improved reporting process also delighted clients with professional, visually appealing reports while boosting team morale.
UpTick Marketing’s team now enjoys building reports, which speeds up the process even further. Their clients appreciate the polished, data-rich reports, and the agency has become a power user of the platform.
With Whatagraph, UpTick Marketing achieved their goals: happier clients, a more productive team, and more time dedicated to strategic growth.