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THE CHALLENGE

A major insurance provider needed a way to track performance of 7,300 individual agent campaigns across 53 ad accounts to achieve individual media spend and performance goals.

THE SOLUTION

The Product: PlusUp created Web-based reporting that highlights goal achievements and issues by merging the client’s individual campaign goals with live data from the ad accounts.

User Interface:  Trending charts, scorecards and color coding allows users to quickly identify challenges in each campaign’s performance.

Filtered Views: Macro and micro views allow for easy monitoring at both an account and campaign level. Filters also allow the client to easily see highest priority items first.

Sharing Capabilities:  Both full and filtered views can be easily exported via PDF in order to send reporting highlights to other departments and quickly delegate action items. PDFs contain direct links that can immediately take the viewer to the correct ad account and campaign when an issue is identified.

THE SUCCESS

  • The time needed to monitor campaigns has been reduced by 10+ hours weekly

  • Automation has significantly reduced errors in spend tracking

  • Account leads can more easily delegate tasks creating more streamlined project management