you run activations. we handle the data. white-label portals, roi dashboards, and staffing analytics — built and managed so you can focus on the field.
field marketing reporting shouldn't mean hours of manual work. but for most agencies, campaign data lives in field apps, pos exports sit in inboxes, and brand clients are left waiting for proof that activations actually drove results.
repsly, gospotcheck, and custom apps collect data — but it never makes it into a unified report. every brand gets a different export.
your team spends days pulling screenshots, copying into powerpoint, and formatting qbr decks. every month. for every brand.
brand clients ask "what did we get for our spend?" and the answer is buried across three tools and a spreadsheet.
quarterly business reviews should take an hour to prepare, not a week. but without centralised data, they always take a week.
we build six core deliverables for field marketing agencies. each one is designed to save your team time, impress brand clients, and give you data-driven leverage in every qbr and pitch.
each brand client gets their own login. your logo, your colours. they see campaign results without chasing you for updates.
cost per activation, cost per engagement, sell-through lift, and campaign vs target — all calculated automatically from your field data.
individual rep scorecards: engagements per hour, knowledge scores, attendance rate, and conversion metrics by ambassador.
compare performance across 50, 100, or 500 store locations. identify top and bottom performers at a glance.
track hours deployed vs hours available, cost per head, utilisation percentage, and workforce capacity across your agency.
quarterly business reviews that build themselves. campaign summaries, trend charts, and recommendations — ready to present, not to build.
we connect your field app (repsly, gospotcheck, movetech), pos data, and campaign data into bigquery. visualised in looker studio. managed by us.
we audit your data sources, understand your brand clients' needs, and scope the reporting architecture.
we build data pipelines, configure bigquery, and design your dashboards in looker studio. white-labelled with your brand.
we monitor pipelines, build new dashboards as you win clients, generate qbr reports, and handle ad-hoc data requests.
all piped into bigquery via fivetran or custom connectors. visualised in looker studio. updated daily or in real-time depending on the source.
we work with agencies where reporting is becoming a bottleneck — where the team is growing but the data infrastructure hasn't kept up. if you're sending pdfs and screenshots to brand clients, we can help.
in-store demos, sampling, merchandising — tracked and reported per brand.
experiential campaigns and events with engagement metrics and footfall data.
compliance scoring, visit completion rates, and trend reporting across locations.
rep performance, territory coverage, and pipeline metrics for outsourced sales.
20+
teams served
3 weeks
to first dashboard
0
spreadsheets
87%
avg staff utilisation visibility
guides, frameworks, and practical advice for field marketing agencies looking to level up their data and reporting.
Practical frameworks for connecting activations to measurable ROI.
read guide →The metrics that drive contract renewals — not vanity numbers.
read guide →Eliminate manual data collection with the right tools and pipelines.
read guide →Track, aggregate, and present ambassador metrics that prove value.
read guide →Track utilisation, cost per head, and workforce capacity.
read guide →Live data from reps, automated pipelines, always-on visibility.
read guide →Normalised metrics and heatmaps for fair location comparisons.
read guide →What best-in-class agencies use from field collection to BI.
read guide →How to quantify in-store impact and make the case with data.
read guide →Field marketing reporting is the process of collecting data from in-store activations, brand ambassador activities, and field campaigns — then presenting it in dashboards and reports that prove ROI to brand clients. Chartica builds and manages these reporting systems for field marketing agencies.
We connect your field app data (engagements, hours, locations) with POS or sales data to calculate cost per engagement, sell-through lift, and campaign vs target performance. Everything flows into BigQuery and is visualised in Looker Studio dashboards your brand clients can access directly.
We connect field marketing platforms (Repsly, GoSpotCheck, MoveTech), POS systems (Square, Lightspeed), CRMs (Salesforce, HubSpot), Google Business Profile, Excel exports, and custom APIs. All data is piped into BigQuery via Fivetran or custom connectors.
Most field marketing agencies are live with their first dashboard within 3 weeks. Discovery takes 1 week, build takes 1-2 weeks, and then we manage ongoing updates and new dashboards as part of a monthly retainer.
Yes. We build white-label portals where each brand client gets their own login and sees only their data. The portal carries your agency branding — your logo, your colours, your domain.
The monthly retainer covers dashboard maintenance, data pipeline monitoring, new dashboard builds as you win new clients, QBR report generation, and ad-hoc data requests. We act as your outsourced analytics team.
book a 20-minute discovery call. we'll review your field data sources, scope a reporting portal, and show you what's possible — no commitment required.