How did 0Point.2 approach the Marketing Automation & Reporting Dashboard?

Mapped every lead source and the path each lead took after arrival. Consolidated lead data into a single structured pipeline. Defined 8 lead status categories the whole team agreed on. Built a reporting dashboard that updated without manual work.

What were the results of the Marketing Automation & Reporting Dashboard?

Leadership got a single view of the funnel. The team spotted a 27% drop-off in follow-up and fixed it, lifting follow-up efficiency by a third. Key results: 4,700+ leads tracked across sources; −65% manual reporting time; Visibility across 8 lead status categories; Identified 27% follow-up drop-off point; +33% follow-up efficiency.

What did 0Point.2 deliver for the Marketing Automation & Reporting Dashboard?

Delivered in 6 weeks: Lead source & journey audit, Unified pipeline structure, Automated reporting dashboard, Status definitions & SLAs, Team training & handover.

How long did the Marketing Automation & Reporting Dashboard take?

0Point.2 Agency delivered the Marketing Automation & Reporting Dashboard engagement in 6 weeks, covering strategy, execution and reporting end to end.

Which industry and market does the Marketing Automation & Reporting Dashboard cover?

This strategy case study is set in Marketing Ops · Reporting, with delivery across Saudi Arabia, the GCC and MENA markets.

What measurable outcomes did the Strategy work produce?

Top measurable outcomes from the Marketing Automation & Reporting Dashboard: 4,700+ leads tracked across sources; −65% manual reporting time; Visibility across 8 lead status categories.

Can 0Point.2 Agency deliver similar results for my brand?

Yes. 0Point.2 Agency runs similar strategy engagements for brands across healthcare, hospitality, retail, beauty and services. Start a conversation at https://opointtwoagency.lovable.app/contact.

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Marketing Ops · Reporting

Marketing Automation & Reporting Dashboard

Turning marketing data into clear business insights

0Point.2 helped the client turn scattered lead data into a clear reporting system, tracking over 4,700 leads and identifying key drop-off points across the sales and follow-up journey.

0POINT.2 / CASE STUDYStrategy

Marketing Ops · Reporting

Results at a glance

4,700+ leads tracked across sources

−65% manual reporting time

Visibility across 8 lead status categories

Identified 27% follow-up drop-off point

+33% follow-up efficiency

The challenge

Leads were arriving from ads, WhatsApp, the website and referrals — but ending up in different spreadsheets owned by different people. Nobody could answer 'what's actually working?'.

Our approach

Mapped every lead source and the path each lead took after arrival.
Consolidated lead data into a single structured pipeline.
Defined 8 lead status categories the whole team agreed on.
Built a reporting dashboard that updated without manual work.

The outcome

Leadership got a single view of the funnel. The team spotted a 27% drop-off in follow-up and fixed it, lifting follow-up efficiency by a third.

What we delivered

Lead source & journey audit
Unified pipeline structure
Automated reporting dashboard
Status definitions & SLAs
Team training & handover

Timeline

6 weeks

Strategy

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