Challenge
With the increase in the number of clients, agency's leadership was unable to keep track of the budget and spending of each client.
Facing two-factor authentications, additional security checks, and then navigating the ever-changing sequence of screens just to find out how much will be spent at the end of the month is impractical. Also, our dashboards could take up to one week after onboarding to be finished, and weren't real time.
Solution
To solve this problem, I created a python Web Service that aggregates data from all clients in real time. It uses the Meta Ads and Google Ads APIs to fetch data from all clients, for the most up to date data possible. The data was served directly to the client's Slack channel, on the agency's Slack workspace.
With a simple command, "/xray", we could fetch the data from a specific client. This data consisted of a summary of each campaign, ad account, bussiness manager, and Google Ads account. The data was aggregated in a single message, indicating current budget, spend and status of each asset.
Moreover, I added linear projections of the total spend for the current month, given the present moment budget. This way, the leadership could have a clear view of the current status of each client, and make decisions based on real time data.
The Report
In the following image, it's possible to see how the report looks. There is a small summary with the current consolidated daily budget and spend from Meta+Google, as well as a spend projection.
By having this reporting feature "requestable and accessible" from the Slack app, we can avoid all the authentication and interface exploration. As a simple text payload, it is quick and easy to do a checkup on any account in our operation, even from a mobile device.
On the preview button(up top), you can access the github repository with the all code and futher explanations on how it was developed.
