WebSage · Reporting
Automated reports and analysis
WebSage builds a reporting workflow that turns your client data and meeting notes into a ready-to-review report. It pulls the agreed figures, compares them, and drafts the summary with sources linked, on your schedule. Your team checks it before anything is sent.
I spend every Monday putting a report together.
What WebSage builds
The workflow combines data from the tools you already use, compares the figures, and prepares a report in your format with links to the sources. Your team reviews the report before sending.
Example output
Auto · ready to review
- Leads: 40 to 52, up 30%
- Cost per lead: $50 to $40
- Summary with sources linked
How it works
- Describe the task
Tell us what you do today and what you want to change. You do not need to choose the software.
- Confirm a small demo and a scope
We review your request, confirm whether a small free demo is practical, and quote the full project separately.
- Build, test, and hand over
For a paid build, we test the agreed steps with your team and provide instructions for the finished work.
Report workflows are generally scoped in the $750–$2,500 range. Multiple sources, data cleanup or custom integrations may cost more. You receive a fixed quote before work begins.
Frequently asked questions
Which tools does the reporting workflow use?
The workflow is built around the tools you already use, such as ad accounts, CRMs, and spreadsheets. We confirm access, integrations, and any new software costs before quoting.
Is this a template or is it built for our business?
It is built for your business. You describe the report you send today, and the workflow is set up to produce that same report in your format.
What does our team still have to do?
Review. Your team checks the figures against the sources and approves before anything is sent. People stay in control of what goes out.