A streamlined guide for agencies and managers to centralize tracking for large client portfolios.
For digital marketing agencies and e-commerce managers overseeing numerous CNFANS accounts, juggling separate data sets is inefficient and time-consuming. Consolidating performance metrics, earnings reports, and customer data from multiple accounts into one unified spreadsheet is key to gaining holistic insights, streamlining reporting, and scaling operations effectively. This guide outlines the practical steps to achieve centralized tracking.
Step-by-Step Consolidation Process
Step 1: Data Export from Individual CNFANS Accounts
Log into each client's or project's CNFANS account. Navigate to the analytics or reports section. Export key data such as:
- Performance Metrics:
- Financial Data:
- Audience Data:
- Content Performance:
- Financial Data:
Ensure you export each data set in a compatible format (CSV or Excel is recommended) and for the same date range to maintain consistency.
Step 2: Design Your Master Spreadsheet Template
Before importing data, create a structured master spreadsheet (using Google Sheets, Excel, or similar). Design separate tabs or sections for different data types. Crucially, include a primary identifier column, such as "Client Account ID" or "Project Name," in every tab. This will be your key for linking and filtering all consolidated information.
Recommended Sheet Structure:
- Dashboard Tab:
- Raw Data Tabs:
- Client Directory Tab:
- Raw Data Tabs:
Step 3: Clean, Format, and Import the Data
Open each exported file. Standardize the data:
- Ensure date columns share the same format (e.g., YYYY-MM-DD).
- Rename columns to match your master template's naming convention.
- Add a new column in each file for your primary identifier
Copy and paste the cleaned data from each account into the corresponding raw data tab of your master sheet. Append new data below existing entries.
Step 4: Unify Data with Formulas and Tools
Use spreadsheet functions to create a unified view:
- QUERY or FILTER Functions:
- Pivot Tables:
- VLOOKUP or XLOOKUP:
- Pivot Tables:
This step transforms the collected data into actionable intelligence.
Step 5: Automate and Maintain
To avoid manual exports each period, explore automation:
- Use CNFANS's API (if available) to connect accounts directly to your spreadsheet via tools like Zapier or Make.
- Set up scheduled refresh links if using business intelligence tools like Google Data Studio (Looker Studio) connected to your sheet.
- Dedicate time weekly or monthly to update the master sheet with new exports, ensuring your data stays current.
Benefits of a Centralized Spreadsheet
Holistic Performance Overview
Compare client performance side-by-side, identify top performers, and allocate resources strategically.
Streamlined Reporting
Generate client reports in minutes by filtering the master data, saving countless hours of manual compilation.
Data-Driven Decision Making
Spot cross-account trends, understand market shifts, and make informed recommendations based on aggregated data.
Enhanced Team Collaboration
Share one live document with team members, ensuring everyone works from a single source of truth.
Pro Tips for Agency Management
- Implement Strict Access Controls:
- Build Interactive Dashboards:
- Regular Data Audits:
- Document Your Process:
- Build Interactive Dashboards: