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Excerpt

Here you'll find the documents, tools, and training required by the Dealer Spike SEO and Juniper teams to generate monthly, 6-month, and Year-over-Year reports, as well as information on Report Calls.



Monthly Reports

The reporting period is the 1st through the 5th Reports are run on or around the 8th of each month. All reports are emailed to our clients on the evening of the 5th, at 6:00 pm, including a scheduling link for the client to schedule a report call.

Account Managers

  • Reach out to all Digital Marketing customers, by phone, to schedule report calls.


Belize TDA Specialist

  • Prepare and generate TDA monthly reports in our reporting tool, Ninja Cat.runs in ninjacat
  • QAs QA the monthly TDA report
    • This is not sent to the Digital Marketing QA Team
  • Complete any needed adjustments or corrections to the report
    • Problematic reports are escalated to the TDA Department Manager
  • Attach the final TDA monthly report to the project record level in the CRM
  • Currently the Belize TDA Specialist is uploading completed reports to a folder on Google Drive, but this will be phased out starting in June of 2020.
  • Either manually or automatically email the final report to their client on the evening of the 5th


Monthly Report Resources

Example:

Resources

:

  • Ninja Cat
  • Google Drive (client sheets)
    • Insight365 (CRM)


    Custom Reports

    TDA Department Manager and Belize TDA Specialist

    Custom reports can be generated for clients at any time during the month and contain nearly any TDA performance metric. Generally, a custom report starts as a client request:

    • Generate a custom report by first navigating to Simpli.fi
    • Inside Simpli.fi navigate to the Report Center
    • Select the requested TDA performance metrics and download the data as an Excel spreadsheet
    • A custom report can include any requested metric, most commonly the consist of:
      • A full list of all geofences (instead of Top Performing Geofences from the Monthly Report)
      • A full list of all domains that present TDA ads (websites and apps)
      • A full list of ads by segmented by the geofence where they presented (which ads were shown in which geofences)
      • A full list of TDA campaign keyword downloads that are currently live (instead of Top Keywords from the Monthly Report)
    • Quorum


    Custom Report Resources

    Example:

    Resources

    :

    Simpli.fi



    With Reporting completed, let's move on to the final phase, 5. Offboarding (TDA) .