I think the biggest mistake people make with aggregated client data is trying to do too much at once. Start with one goal—like improving client retention or increasing upsells—and build from there.
We use Google Data Studio to create simple reports that everyone can understand. No fancy jargon, just clear visuals.
Also, don’t underestimate the power of A/B testing. Sometimes the best way to use your data is to test small changes and see what works.
Oh, and if you’re not already, make sure you’re tracking client feedback alongside your data. It adds so much context.
We use Google Data Studio to create simple reports that everyone can understand. No fancy jargon, just clear visuals.
Also, don’t underestimate the power of A/B testing. Sometimes the best way to use your data is to test small changes and see what works.
Oh, and if you’re not already, make sure you’re tracking client feedback alongside your data. It adds so much context.