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The Data Lab

The Data Lab is the client reporting platform we built for My Marketing Agency. A report the team built by hand each month is now a live dashboard every client can log into.

My Marketing Agency built every client's performance report by hand each month, pulling GA4, Meta and Shopify numbers into spreadsheets and slide decks. We built them The Data Lab, a live reporting platform with AI recommendations they now share with every client.

My Marketing AgencyCreative DirectorJune 2025Live
The Data Lab
Client Reporting Platform
The Data Lab
Before
After
Time per client report
~2.5 hrs
Minutes
Reporting that scales
No
Every client
Clients can log in
No
Yes
Insights written
By hand
Automated
Estimated value created

~NZ$45,000 of agency time back per year

Across roughly 25 clients, a monthly report took about 2.5 hours to build by hand. That is around 750 hours a year. Valued conservatively at NZ$60 an hour, that is about NZ$45,000 of team time returned. On top of that: fewer copying mistakes, and room to win more clients without adding a person just to keep up with the reporting.

The problem

What was actually broken

My Marketing Agency offered performance reporting as part of its service. Clients loved seeing where their spend went, but producing the reports was a manual grind.

  • GA4, Meta Ads and Shopify numbers pulled by hand into spreadsheets every month.
  • Charts and a slide deck rebuilt from scratch for each client.
  • Recommendations written by hand, client by client.
  • A static PDF emailed out, with no way for clients to explore their own numbers.

Why it mattered now

Reporting was both the selling point and the bottleneck. Every new client added another full day of manual reporting to the month. The service could not grow without either turning away new business or hiring just to keep up with the spreadsheets.

The approach

How we approached it

We turned a manual service into a product. First we learned exactly how the monthly reports got made, then we built The Data Lab around that.

  1. 1

    Follow a month of reporting

    We sat with the team and traced every step, from pulling GA4, Meta and Shopify numbers to building the charts and sending the final deck. We found where the time really went.

  2. 2

    Design the client dashboard

    A private dashboard each client logs into by invitation, with numbers and charts they can filter and explore themselves. The report stops being a file and becomes something live.

  3. 3

    Give the agency one place to run it

    One place to add and manage clients, connect their GA4, Meta and Shopify accounts, and see reporting across every client.

  4. 4

    Add AI recommendations

    We turned each client's numbers into specific recommendations using the agency's own rules, grouped into what needs attention, what to watch, and what to double down on.

The solution

What we built

With The Data Lab, My Marketing Agency shares a live dashboard with every client and spends a fraction of the time producing it. The reporting runs itself, and clients can check their own numbers whenever they want.

Live client dashboard

Headline numbers, where visitors come from, how many of them buy, and revenue over time, all filterable by date range.

Invite-only client logins

Clients get an invite link, set up an account, and see their own live reports. No more static PDFs to chase.

AI insights and recommendations

A three column view of what needs attention, what to keep an eye on, and what to double down on, written automatically from each client's numbers.

Agency admin view

The agency adds clients, connects their accounts, and sees reporting across every client from one place.

Numbers that update themselves

GA4, Meta Ads and Shopify feed straight into the dashboard, so the numbers stay current without anyone exporting a spreadsheet.

Education mode

Plain English explanations alongside each number, so clients understand what it actually means.

Before & after

From manual to automatic

Before

After

GA4, Meta and Shopify numbers exported and pasted into a spreadsheet, then totalled by hand.

A live dashboard showing headline numbers, where visitors come from, how many of them buy, and revenue over time.

A monthly slide deck rebuilt by hand and emailed out as a static PDF.

An always on dashboard clients log into themselves. No deck to rebuild each month.

Recommendations typed out by hand in a doc, client by client.

AI recommendations grouped into needs attention, keep an eye on this, and double down.

Client numbers scattered across spreadsheets and exports, with no single place to see them.

ActiveArchived
8 active clients
NameDashboardTypeMembershipStatusIndustryMonthly RevenueContactData Sources
Lattice HQ
Lead GenerationMentorshipLiveFood & DrinkNZ$10k–50krosie@latticehq.tech
GA4MetaDemos
Fittir
Lead GenerationApp OnlyLiveConstructionNZ$100k–250kops@fittir.io
GA4MetaBookings
Coastline Roasters
EcommerceMentorshipLiveFood & DrinkNZ$50k–100khello@coastlineroasters.co
GA4MetaShopify
North Valley Homes
Lead GenerationApp OnlyLiveConstructionNZ$250k–500kmarketing@northvalley.co.nz
GA4Meta
Bright Skin Co
EcommerceMentorshipPausedBeautyNZ$50k–100kteam@brightskin.co
GA4Shopify
Peak Fitness NZ
Lead GenerationApp OnlyLiveHealthNZ$50k–100kadmin@peakfitness.nz
GA4MetaBookings
Harbour Dental
Lead GenerationMentorshipLiveHealthcareNZ$100k–250kreception@harbourdental.co.nz
GA4Meta
Willow & Co
EcommerceApp OnlyLiveRetailNZ$10k–50kshop@willowand.co
GA4Shopify
Tap to enlarge

One admin view listing every client, their connected accounts and their status.

RefreshMore
1–50 of 268
Northside Studio
Re: May performance report
Jul 2
Cedar & Co
Re: May performance report — thanks!
Jul 1
Harbour Dental
Re: Your May performance report
Jun 30
Bright Path
Re: May report
Jun 30
Meadow Interiors
Re: May performance report
Jun 28
Two Rivers Co
Re: May report — quick question
Jun 27
Coastal Fitness
Re: Your May performance report
Jun 26
Vellum Books
Re: May performance report
Jun 25
New Message
ToLLattice HQ <hello@latticehq.tech>
CcBcc
Your June performance report
To send · 24 more

Hi team,

Please find your June performance report attached, and a quick summary below.

- Conversion rate: 2.30% (up 116%)
- Average order value: NZ$163.18 (up 4.4%)
- Cost per sale: NZ$23.79 (down 60%)

Organic search dipped this month, we're looking into it. Happy to jump on a call to walk through it.

Cheers,

Rosie

PDF
Lattice HQ - June Report.pdf
2.4 MB
Send
A
Tap to enlarge

Every client emailed their report by hand, one at a time, month after month.

A branded email goes out automatically every Tuesday to every client: here are your numbers and here is what changed.

Anthony has been an absolute legend in helping us build The Data Lab. We're genuinely excited about the clarity it gives our clients, but just as importantly, it's been a complete game-changer for our own team. The feedback from our clients has been heart-warming: they finally feel in control of their data.

R
Rosie Graystone
Creative Director, My Marketing Agency

The impact

What it changed

The Data Lab gave the agency a product it can grow with, and gave its clients a sense of control they did not have before.

TimeA monthly report went from about 2.5 hours of manual work to minutes. Across the client base that is roughly 750 hours a year handed back.
ScaleReporting went from a job repeated for each client to a product that serves every client at once. New clients no longer add a day of manual work each month.
Client experienceClients finally feel in control of their data, with dashboards they explore themselves instead of a PDF that lands once a month.
Fewer mistakesNumbers come straight from GA4, Meta and Shopify instead of being copied by hand, so the reporting is consistent and trustworthy.
Room to growThe agency can win more clients without adding a person just to keep the reporting going.

Return on investment

Around 750 hours of reporting handed back every year.

PaybackPays for itself within the first months

That is roughly 750 hours a year returned across the client base, worth about NZ$45,000 in time alone, plus a reporting product clients actually enjoy using. For an agency that sells on its reporting, the build pays for itself well inside the first months and keeps paying.

Live client dashboardsAI recommendationsClient loginsWeekly report emailsAgency admin view

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A team of product engineers based in Queenstown, NZ. We work with you to understand the problem first, then build the right thing — not just the possible thing.

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