01 — analytics resources.

field notes from the
dashboard trenches.

real frameworks, opinionated playbooks, and lessons from the teams running analytics at agencies, ecommerce brands, and growing businesses.

★ featured guide 16 min read

the data compliance frameworks you'd own in-house — and what we handle for you

GDPR, ICO, DPAs, DPIAs, cookie compliance, breach procedures. The honest list of what running analytics yourself actually puts on your plate, and what Chartica already covers.

7 May 2026 read →

showing all 56 guides.

data engineering agencies dashboard agency

data engineering for digital marketing agencies

What data engineering actually means for digital agencies — attribution pipelines, multi-client BigQuery structure, and what you're paying for behind the dashboard.

7 May 2026 7 min read
data engineering ecommerce shopify

data engineering for ecommerce brands

What data engineering means for ecommerce — Shopify webhooks, GA4 to BigQuery export, ad attribution, and what happens behind the dashboard before you see a single metric.

7 May 2026 7 min read
data engineering field marketing agencies

data engineering for field marketing agencies

What data engineering means for field marketing agencies — staffing data, mystery shopping, location performance, and what's happening behind the dashboard you present to brand clients.

7 May 2026 7 min read
data engineering restaurants multi-location

data engineering for restaurants: what goes into your dashboard

What data engineering means for restaurants — connecting POS, Deliveroo, Uber Eats, and Xero into one dashboard, and what the work behind the scenes actually involves.

7 May 2026 8 min read
data engineering small business non-technical

data engineering for small businesses: plain english

What data engineering actually means if you run a small business — no jargon, no tech degree required. Just an explanation of the work that happens before you see a clean dashboard.

7 May 2026 7 min read
data engineering social media agencies

data engineering for social media agencies

What data engineering means for social media agencies — cross-platform normalisation, TikTok and Instagram API quirks, and what goes into the client portal you present each month.

7 May 2026 7 min read
agencies in-house vs outsource data engineering

stay great at the work. let us handle the data.

Your agency wins on creative, relationships, and execution. Data engineering pulls focus from all three. Why most agencies should outsource the analytics layer and double down on what they're already brilliant at.

7 May 2026 9 min read
small business analytics KPIs

analytics for small businesses: what to track without a data team

A practical guide to small business analytics. Learn which metrics matter, which tools to connect, and how to get insights without hiring a data team.

5 May 2026 5 min read
field marketing automation reporting

how to automate field reporting (and stop chasing reps)

Eliminate manual data collection from field reps. Learn how to automate field reporting with the right tools, pipelines, and dashboards.

5 May 2026 6 min read
bigquery data warehouse non-technical

bigquery for non-technical teams: what you need to know

A plain-English guide to BigQuery for marketers and operators. What it is, why it matters, and when your team actually needs it.

5 May 2026 6 min read
client reporting workflow agencies

how to build a client reporting workflow that scales

Stop building reports manually. Learn how to create an automated client reporting workflow that scales from 5 clients to 50.

5 May 2026 6 min read
shopify looker studio bigquery

how to connect shopify to looker studio (3 methods compared)

Connect Shopify to Looker Studio using direct connectors, BigQuery via Fivetran, or manual exports. Step-by-step guide for the best approach.

5 May 2026 6 min read
reporting ROI analytics strategy

the real cost of bad reporting (and how to fix it)

Bad reporting costs more than you think — in time, money, and bad decisions. Here's how to calculate the real cost and fix it.

5 May 2026 6 min read
social media dashboard cross-platform

how to build a cross-platform social dashboard

Combine Instagram, TikTok, YouTube, and LinkedIn into one dashboard. Learn the architecture, metric normalisation, and what to show clients.

5 May 2026 6 min read
restaurants delivery dashboard

deliveroo + ubereats + dine-in: one dashboard for all revenue

Unify Deliveroo, UberEats, Just Eat, and dine-in revenue into one dashboard. See total revenue, compare platforms, and track commissions.

5 May 2026 6 min read
ecommerce cohort analysis retention

cohort analysis for ecommerce: how to stop guessing about retention

Learn how to build ecommerce cohort analysis that reveals which channels drive repeat buyers, when customers churn, and seasonal patterns.

5 May 2026 7 min read
ecommerce KPIs metrics

the only ecommerce kpis that matter (stop tracking everything)

Cut through metric noise. These 10 ecommerce KPIs are the only ones that drive real business decisions for DTC brands.

5 May 2026 6 min read
ecommerce shopify ga4

how to build a unified ecommerce dashboard (shopify + ga4 + ads)

Learn how to unify Shopify, GA4, Google Ads, and Meta Ads into one ecommerce dashboard using BigQuery and Looker Studio.

5 May 2026 5 min read
field marketing brand ambassadors performance

how to report on brand ambassador performance (with metrics that matter)

Learn how to track, aggregate, and present brand ambassador performance metrics that prove value to brand clients and optimise your team.

5 May 2026 6 min read
field marketing KPIs brand clients

5 field marketing kpis your brand clients actually care about

Cut through vanity metrics. These are the 5 field marketing KPIs that brand clients use to evaluate agency performance and renew contracts.

5 May 2026 6 min read
field marketing staffing workforce analytics

how to build a staffing dashboard for field marketing agencies

Go beyond campaign reporting. Build a staffing dashboard to track utilisation, cost per head, performance rankings, and workforce capacity.

5 May 2026 7 min read
field marketing tech stack tools

the field marketing agency tech stack in 2026

What tools best-in-class field marketing agencies use in 2026 — from field data collection to data warehouses to BI dashboards.

5 May 2026 7 min read
field marketing digital marketing ROI

field marketing vs digital marketing: how to prove your value with data

Field marketing agencies struggle to compete with digital's attribution. Here's how to quantify in-store impact and make the case with data.

5 May 2026 6 min read
ga4 agency reporting analytics

ga4 reporting for agencies: what to actually track

Cut through GA4 complexity with this agency reporting guide. Learn which metrics matter for client reports and which are noise.

5 May 2026 5 min read
analytics managed service onboarding

getting started with managed analytics

What to expect when you hand your reporting to a managed service — timelines, process, and how to get value fast.

5 May 2026 5 min read
google ads dashboard PPC

google ads dashboard: the only metrics that matter

Build a Google Ads dashboard that drives decisions. Learn which PPC metrics to surface for clients and which ones are just noise.

5 May 2026 6 min read
small business google business profile local SEO

google business profile analytics: what the default dashboard misses

Google Business Profile's built-in analytics are limited. Learn what metrics are missing and how to build a proper GBP dashboard for local SEO.

5 May 2026 6 min read
field marketing ROI measurement

how to measure field marketing roi (without guessing)

Learn how to connect in-store activations and field marketing events to measurable ROI with practical frameworks and metrics.

5 May 2026 5 min read
QBR quarterly review field marketing

how to run a quarterly business review with data

Run QBRs that impress brand clients and drive retention. A step-by-step framework for data-driven quarterly business reviews.

5 May 2026 6 min read
social media instagram analytics

instagram analytics beyond insights: what agencies actually need

Instagram's native Insights tool isn't enough for agencies. Learn what metrics matter for client reports and how to get deeper data.

5 May 2026 5 min read
looker studio power bi agency reporting

looker studio vs power bi: which is better for agencies?

Looker Studio vs Power BI compared for agencies. Cost, sharing, white-labelling, and data sources — find the right BI tool for client reporting.

5 May 2026 6 min read
ecommerce LTV customer lifetime value

how to build an ltv dashboard that actually works

Build an ecommerce LTV dashboard using cohort analysis, CAC payback, and retention curves. Stop guessing customer lifetime value.

5 May 2026 6 min read
attribution marketing analytics measurement

marketing attribution in 2026: what still works

Post-cookie marketing attribution is messy. Here's what models still work in 2026, what's broken, and how to build practical measurement.

5 May 2026 6 min read
ecommerce meta ads facebook ads

meta ads reporting for ecommerce: beyond roas

Stop relying on Meta ROAS alone. Build ecommerce ad reporting that tracks incrementality, creative decay, and true profitability.

5 May 2026 6 min read
ecommerce attribution DTC

multi-channel attribution for dtc brands: what still works in 2026

Post-cookie attribution strategies for DTC brands. Compare MMM, MTA, and incrementality testing to find what actually works in 2026.

5 May 2026 5 min read
restaurants multi-location analytics

how to track multi-location restaurant performance

A guide to multi-location restaurant analytics. Compare sites side by side, spot underperformers early, and make group-level decisions with data.

5 May 2026 5 min read
field marketing mystery shopping audits

mystery shopping analytics: turning audits into actionable data

Most mystery shopping data sits in PDFs. Learn how to digitise, trend, and act on audit data with proper analytics and dashboards.

5 May 2026 6 min read
social media organic paid social

organic vs paid social: how to report on both in one dashboard

Different metrics, same report. Learn how to blend organic reach and engagement with paid ROAS and CPA in one unified social media dashboard.

5 May 2026 6 min read
field marketing dashboard real-time

how to build a real-time field dashboard (not another spreadsheet)

Learn how to build a real-time field marketing dashboard with live data from reps, automated pipelines, and always-on visibility for brand clients.

5 May 2026 7 min read
restaurants analytics dashboard

restaurant analytics: the dashboard that replaces your spreadsheet

How to build a restaurant analytics dashboard that tracks dine-in, delivery, costs, and reviews in one place. Replace spreadsheets for good.

5 May 2026 5 min read
field marketing seasonal campaigns reporting

seasonal campaign reporting: what to track before, during, and after

A timeline framework for seasonal field marketing campaigns — with specific metrics to track at pre-campaign, live, and post-campaign stages.

5 May 2026 7 min read
shopify ecommerce analytics

shopify analytics beyond the default dashboard

Shopify's built-in analytics miss critical insights. Learn what's missing and how to build reporting that drives real ecommerce growth.

5 May 2026 6 min read
ecommerce shopify ga4

why shopify and ga4 numbers don't match (and how to fix it)

Shopify and GA4 show different revenue numbers. Learn why ecommerce data discrepancies happen and how to reconcile them properly.

5 May 2026 6 min read
small business KPIs metrics

small business kpis: the only 5 numbers you need

Cut through metric overload. These are the only 5 KPIs a small business needs to track weekly — and how to actually measure them without a data team.

5 May 2026 7 min read
social media client reporting template

the social media client report that actually gets read

Most monthly social media reports go unread. Learn how to structure reports for busy CMOs — what to include, what to cut, and how to make them interactive.

5 May 2026 6 min read
social media competitors tracking

social media competitor tracking: what to monitor and how

Learn what competitor social media data you can actually access, how to track it systematically, and how to present competitive insights to clients.

5 May 2026 7 min read
social media reporting agencies

social media reporting for agencies: stop screenshotting dashboards

Manual social media reporting wastes hours every month. Learn how agencies automate cross-platform reporting and deliver better client dashboards.

5 May 2026 5 min read
social media ROI measurement

how to measure social media roi (without guessing)

The attribution problem with organic social is real but solvable. Learn frameworks that prove social media ROI without guessing.

5 May 2026 6 min read
field marketing store analytics location comparison

store-level analytics: how to compare performance across locations

Learn how to fairly compare field marketing performance across store locations with normalised metrics, heatmaps, and a practical framework.

5 May 2026 6 min read
ecommerce subscription MRR

subscription analytics: the dashboard every dtc brand needs

Build a subscription analytics dashboard tracking MRR, churn, expansion revenue, and subscriber cohorts for DTC ecommerce brands.

5 May 2026 7 min read
social media tiktok reporting

tiktok reporting for agencies: metrics that prove roi

TikTok's native analytics aren't enough for client reports. Learn which metrics prove ROI and how agencies build proper TikTok reporting.

5 May 2026 6 min read
dashboard agency managed analytics analytics strategy

when to hire a dashboard agency (and stop wrestling with spreadsheets)

Not sure whether to hire a dashboard agency or keep doing it yourself? Here's how to know when managed analytics beats DIY reporting.

5 May 2026 5 min read
white-label agencies client reporting

white-label analytics: the complete guide for agencies

Everything agencies need to know about white-label analytics — what it means, how to set it up, and why it drives client retention.

5 May 2026 6 min read
agencies in-house vs outsource managed analytics

why agencies shouldn't build an in-house data team

Thinking about hiring a data analyst for client reporting? Here's why outsourcing to a managed analytics service makes more sense for most agencies.

5 May 2026 5 min read
field marketing client retention renewals

how to win brand contract renewals with better reporting

Field marketing agencies lose contracts because they can't prove impact. Here's how to use data to make the renewal conversation a formality.

5 May 2026 6 min read
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