The challenge
A healthcare agency was rebuilding the same charts by hand every month for its brand health tracker. Its client wanted results faster, in a format the marketing team could explore.
Our approach
We set up an automated pipeline from the cleaned data file to an interactive dashboard and a PowerPoint chart pack.
- Agreed the key measures and filters with the client
- Automated the data feed from each new wave
- Built an interactive dashboard with market and segment filters
- Produced a matching chart pack for presentations
The results
- Dashboard refreshed with each new wave
- Chart pack ready on the same day as the dashboard
- Less manual charting for the agency team
Illustrative scenario based on typical engagements. Client details are anonymised.
