Condensing Complex Data into Actionable Insights Reporting for Swivel
Swivel is a modern B2B sales growth platform. It aims to help mid-market businesses shift from brute-force to scalable growth with proven ROI. It works by serving as a team extension for businesses to help them optimize people, processes, and technology.
Project Type: Conversion Rate Optimization, Audit & Analytics, Data Story Telling
Tools Used: Segment, GA4, GTM, Looker Studio
60+
hours saved on manual reporting every month
30+
pages condensed to 3, giving clear visibility into performance.
12%
improvement in campaign ROI
Swivel
Automated Ad Data Analysis
Martech Activation
The Challenge
Swivel needed a better way to showcase the impact it had on clients. While it had access to a lot of data for each client, Swivel couldn’t offer high-level performance stats to them. The company required a reporting view that was easy to understand and could clearly communicate their wins and losses, such as what kinds of messaging and creatives were performing the best and the worst.
All these data points needed to be accessible to client businesses. Swivel wanted to see KPIs for each audience, message, and creative and how content performed across channels.
The main goal was to create a high-level report that executives at these businesses could easily view, comprehend, and analyze.
Additionally, Swivel also wanted to understand how users moved through their marketing funnel and which funnel stages were helping them convert. These insights would be key to optimizing their sales strategies.
The Solution
The strategy was to summarize nearly thirty pages worth of reports to a three-page dashboard that was easy to understand and only showcased important and relevant information.
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Designed three dashboards: Funnel Overview, Paid Media Performance, and Owned Media Performance. -
Tracked user journeys, ad channel comparisons, and performance of key owned media outlets.
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Each dashboard included aggregated insights, trend analysis, and detailed reports.
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Enabled clients to identify issues, optimize strategies, and speed up decision-making.
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Improved visibility into marketing effectiveness across channels.
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Helped stakeholders make data-driven decisions with confidence.
The Result
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Curated an efficient dashboard tailored to meet all strategic and operational objectives of Swivel’s clients.
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Provided access to meaningful data for better visibility and analysis.
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Enabled easier identification of wins and losses.
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Facilitated the development and optimization of effective strategies.
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Helped reduce decision-making time significantly.
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Saved 60+ hours on manual reporting every month.
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Provided a holistic overview of how each business is performing.
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Simplified reporting reducing a 30+ page.
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Report into a 3 page essentials
Automated Marketing
Attribution to optimize
$10M+ ad budgets per year.
Automatic collection and
transformation of data that
saves 10+ hours every week.
Working with you feels like a partnership, not just a vendor. You are really good at it!
Simcha Kackley
CEO and Founder
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