Reporting Automation

Automate your reporting process

Access key data insights across primary reporting areas with zero manual effort.
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Reporting automation example dashboards

Reporting on autopilot

The Data Refinery provides pre-configured reports designed to deliver a snapshot of organisational activity in the primary reporting areas.

Auto updating with live data
Instant access to company performance with no reliance on manual input
Slice data by different dimensions to create the perfect view for your needs
Covers main reporting areas of sales, marketing, customers, and performance KPIs
More reports are always being added
Powered by our fully managed Data Lakehouse
The Data Refinery enabled automated KPI reporting dashboards to track and understand key performance metrics on a weekly basis, removing the need for ineffective ‘snapshot analysis’.

Amman Boughan

Chief Financial Officer

Data Health

Provides an overview of the connected sources, with a breakdown of the matching process and the correlation between matches in different systems.

  • Connected sources
  • Linked account distribution
  • Total unique profiles
  • Total accounts
  • Profile to account ratio
  • Opt out rate %
  • Contactable profiles
Plus many more
Example dashboard for Data Health
Example dashboard for KPI reporting

Performance KPI Reporting

Overview level metrics for senior leadership to measure and track performance across a range of business areas.

  • Margin by Sales Channel
  • Paid vs Non-Paid
  • Average Order Value
  • Repeat Purchases &
  • Churn Rate %
  • New Customers
  • CAC / LTV
Plus many more

Sales Insights

All the key metrics needed by organisations to measure and track performance like total sales, transaction breakdown, revenue stages as well as deeper metrics such as first sale by product, time between transactions and most popular basket combinations.

  • Revenue last 30 / 60 / 90 days
  • Credits / Refunds
  • Revenue by Customer Group
  • Basket value change
  • First sale by product
  • Commonly purchased products
  • Top repeat purchase products
Plus many more
Example dashboard for sales insights
Example dashboard for customer insights

Customer Insights

Your customers activities broken down by segments such as how many active customers you have who make repeat purchases, as well as metrics like churn and lifetime value.

  • Total active customers
  • New customers
  • Churned customers
  • Cohort Analysis - repeat purchase
  • Duration between transactions
  • Lifetime Value (LTV)
  • Key Customer Groups
Plus many more

Marketing Insights

Link marketing spend with transactions to give you ratios like customer acquisition costs, along with insights such as comparisons of conversion rates across campaigns.

  • Revenue from marketing
  • Reactivated Customers
  • Leads generated / lost
  • Marketing Funnel
  • Ad Spend by Campaign
  • ROAS
  • Conversion Rate %
Plus many more
Example dashboard for marketing insights

Maximise your data value

See how The Data Refinery can unlock the value in your data.
Book a Demo

Ready to unleash the power of your data?

Whether you want to streamline your reporting, create data-driven marketing segmentations, or just want all your data in one place, we'll show you how The Data Refinery can maximise the value of your data.
Book a Demo