Use case
Give clients a clear path from campaign to outcome.
DATALYR helps agencies investigate acquisition and business results within a client workspace. Connect the relevant sources, save useful reports and explain what the evidence supports, with clear distinctions between platform claims, recorded payments and the attribution model used for analysis.
Compare plans and usage
A polished report cannot fix inconsistent measurement.
Client accounts often arrive with different conversion definitions, incomplete checkout identity and mismatched reporting periods. Before presenting a performance story, an agency needs a repeatable verification process. A documented metric definition and a traceable customer journey make review meetings more useful than another unexplained dashboard total.
In DATALYR
Marketing Attribution for Agencies
Repeatable onboarding
Use a consistent checklist for sources, event meaning and payment reconciliation. Repeatable questions help the team find setup gaps without assuming every client uses the same funnel or revenue platform.
Saved client reports
Save reports in the appropriate workspace so the team can revisit the same question. Keep the reporting definition stable while changing the review period, and document any deliberate changes in business meaning.
Shareable evidence
Where appropriate, use the documented read-only sharing workflow for a report, dashboard or analysis. Review its content before sharing because anyone holding a public share link can view the shared result.
The workflow
From setup to a useful answer.
Establish the client context
Work in the intended client workspace and confirm the connected accounts. Agree on the business outcome, reporting currency and review period with the client before comparing campaign totals from different systems.
Verify before reporting
Trace an acquisition visit through the relevant lead or purchase outcome. Inspect missing identity and reconcile the source totals, recording limitations so incomplete data does not silently become a claim of poor campaign performance.
Build the review workflow
Save the reports that answer the client’s recurring questions and arrange them into a useful dashboard or analysis. Review access and sharing deliberately, then carry the same definitions into the next reporting cycle.
Verify the result
Know what good looks like.
- The selected workspace and connected accounts belong to the intended client.
- Reported outcomes have documented definitions and reconciled source evidence.
- Shared materials contain only information appropriate for their audience.
Go deeper
Use the guide for context, then follow the implementation reference for your setup.
A few practical questions.
Does this page promise one combined dashboard across every client?
No. This workflow uses the documented workspace reporting surfaces. It does not assume cross-workspace aggregation, white-label reporting or an agency-wide rollup that has not been established for the product.
Can clients view a report without signing in?
The documented public share-link workflow supports read-only access to shared reports, dashboards and analyses. Anyone with the link can view it, so review the content and recipient context before creating or distributing one.
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