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

Reports are run on or around the 8th of each month.

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.
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 CRM

Monthly Report Resources

Example:

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 navigating to Quorum

Custom Report Resources

Example:

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

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