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The workspace checks the columns, both periods, and the reporting currency before it calculates anything.
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A monthly report you can trace back to every row.
Upload two months of campaign or channel figures. The workspace calculates the changes, drafts the report, and holds it as review required until you check it.
Who it is for
For the person who writes the monthly performance report.
Marketing performance reporting owners who combine exports, draft commentary, and check figures every month.
The problem it solves: an AI chat can shorten writing time but it can also invent a total or a claim the data does not support. This kit calculates figures from your file first, then drafts around them, so every number in the report comes from a row you supplied.
Expected inputs
A CSV with two monthly periods and these exact columns:
market, period, campaign, reporting_currency, spend, leads, qualified_leads, conversions, revenue, source_note
Use aggregated figures only. The kit includes a blank template and a fictional six-row file to practise with.
What you receive
A draft that separates facts from questions.
- Private workspace under your login, reached through My products.
- Calculated metrics and matched-period changes for every market and campaign.
- A draft report that flags data gaps and questions for the owner.
- Saved reports you can reopen, edit, and approve.
- PDF download and device sharing after you approve the report.
- Run guide, input template, fictional dataset, QA checklist, and troubleshooting guide.
How the draft is made
Figures are calculated in your browser from your CSV using fixed rules. The same file always produces the same figures. Your data is not sent to an external AI model by this workspace.
Worked example
Six fictional rows, every change traceable.
Fictional dataset across two markets and two months. It illustrates the report shape only. It is not a customer result or a time-saving claim.
Calculate
Spend, leads, qualified leads, conversions, and revenue are totalled for each period with matched-period changes.
Draft
The draft states each change, notes missing comparisons, and lists questions for the report owner.
Review
You check each figure against the source rows, edit the text, and approve it before a PDF can be shared.
Assumptions and limitations
A drafting aid, not an integration.
The kit does not connect to ad platforms, CRMs, or BI tools. It does not publish reports automatically or guarantee time savings. It works with the input template only. The PDF supports Latin-script text.
Outputs are informational drafts. A competent person must review every figure before a report is shared or relied on. See Responsible AI and Use of Outputs in the Terms.
Do not upload personal data or confidential client records. Use aggregated figures.
Common questions
Can I use my own column names?
No. Map your export to the template columns first. The run guide shows how.
Who can see my reports?
Only the signed-in account that saved them. Database rules block other accounts.
Can a colleague use my access?
No. Each purchase covers one named user. Share approved PDFs instead.
Does buying this unlock other products?
No. Each product is licensed separately.
Support and refunds
Questions about access, payment, or a report go through the Support page. We reply by email within 2 business days. Refunds follow the Refund Policy.