Marketing
Campaign reviews and client reports that refresh themselves
Build marketing business reviews for leadership and client reports for every account from the same templates, refreshed each cycle from your channel data.
Trusted by the world's best organizations
Every campaign review is rebuilt by hand from the same dashboards
Spend, results and pipeline end up in the team's dashboards and spreadsheets, and every campaign, channel and region gets its own deck, plus the review leadership reads. Each one is copied together slide by slide.
A deck per campaign and region
Every launch, channel and region wants its own results, and leadership wants the roll-up.
Copied in from every dashboard
Spend, conversions and pipeline come out of separate dashboards and sheets, one chart at a time.
Last week's results keep moving
Late conversions and attribution change the numbers after the deck has gone out.
Every report you run, built once and refreshed from the source
Campaign reviews, channel reports and client reports pull from your channel data and refresh in your template, for leadership and for every account.
Refresh results by campaign and channel on schedule.
Keep spend and pacing reports current from your data.
Send every client their own on-brand deck.
Run WBRs and MBRs on the same numbers as the rest of the business.
Ask Rollstack AI for the event recap, and it builds the deck in your template from the event dashboard.
The launch created $1.4M in pipeline in eight weeks, and paid social drove 44% of meetings at the lowest cost per opportunity.
How Equality Health does it
“The Monthly Performance Review is now the one piece of content that reaches every practice in our network, every month, and anything we add to the master template goes out with it.”
- decks a month, up from a 45-deck pilot
- 2,000
- slides refreshed every month
- 13,091
Questions
Can Rollstack pull straight from our ad platforms?
Not directly. Rollstack reads campaign data from your BI tools, warehouse and Google Sheets, so it works once your channel data lands in one of them.
Will every deck stay on brand?
Yes. Decks are built in your own PowerPoint or Google Slides template, so fonts, colors and layouts match. A new layout in the master reaches every deck on its next run.
Can we send each client or partner their own report?
Yes. Dynamic Reports makes a version of one template for each client or partner, filled with their results, and sends it on your schedule.
Who writes the campaign commentary?
Rollstack AI drafts what moved and why from the campaign data, in the structure and tone you set, and your team edits it before it goes out.
We're an agency. Does this work for client reporting?
Yes. Build one template per report type, and Rollstack generates a version for every client on your roster from their own data. The media and advertising page covers agency reporting in more depth.
Connects to the tools you already use
All integrationsBuilt for how your industry reports
Financial services
Give boards and committees the same traceable number in every audit report, risk report and committee pack, with governed templates and access controls built for a regulated industry.
Rollstack for Financial services