Every source answers a different question
Advertising, product analytics, CRM, commerce, and finance tools each see only their part of performance.
Cross-channel reporting
Build recurring marketing reports using the same customer, channel, revenue, and attribution rules. Show when each source last updated, then share the result as a live chart or presentation-ready review.
Revenue
$412,680
+14.2%
New customers
3,842
+9.8%
Blended CAC
$38.60
−4.1%
Revenue trend
12 weeksSource freshness
Why reports disagree
A report is only useful when people agree what the numbers mean, compare the same dates, and can see when each source last updated.
Advertising, product analytics, CRM, commerce, and finance tools each see only their part of performance.
Revenue, customers, conversions, and channels change meaning as logic is copied into spreadsheets and dashboards.
A report can combine live events, daily advertising imports, and late CRM updates without showing the difference.
A churn score, LTV estimate, or attribution value is easy to misuse without its model and intended decision.
A repeatable reporting process
Insights keeps the prepared data, calculation, chart, and written explanation connected.
Bring the advertising, analytics, CRM, commerce, payments, and warehouse data needed for the review into Foundry.
Set identity, channel, revenue, attribution, currency, timezone, and reporting-period rules once.
Create saved calculations and charts that retain their sources, filters, last update time, and definitions.
Turn the finding into a live report or presentation-ready narrative without rebuilding the numbers.
How this looks in practice
The sources and metrics change, but the need stays the same: clearly defined numbers, visible update times, and evidence people can trace.
Reconcile spend, orders, refunds, repeat purchases, and customer value so the weekly review explains both acquisition and downstream revenue.
Track CAC, activation, payback, LTV, margin, and cohort retention under definitions that distinguish sign-ups from funded or paying customers.
Connect campaigns and product engagement to qualified pipeline, stage velocity, closed-won revenue, and the longer sales cycle recorded in CRM.
Common starting points
Choose one recurring review, agree the definitions it needs, and replace the manual preparation with a report that stays current.
Bring acquisition, customer, and revenue performance into one recurring decision-ready report.
Compare commerce, payment, advertising, and analytics revenue using explicit transaction and attribution rules.
Analyze funnel performance under the attribution source, method, and lookback window your team selected.
Compare engagement and acquisition performance across validated customer-value tiers.
Works with your stack
Insights can produce marketing-focused reports while existing BI tools read the same prepared data and definitions.
Browse integrationsBuilt for the people doing the work
Give report builders and decision makers the same calculation, last update time, and supporting evidence.
Replace repeated spreadsheet joins and number checking with saved calculations, charts, and documented definitions.
Review channel, customer, and revenue performance in the same report and see when each source last updated.
Standardize recurring client reporting while preserving each workspace’s access, assumptions, and context.
Example workflows
Each workflow page explains the supported direction, mappings, identity requirements, and checks that should happen before production use.
Comparing tools?
See how Vendo compares as a Supermetrics alternative →