Analytics and Reporting Requirements Gathering Form
Please provide detailed information to help us understand your analytics and reporting needs. This will ensure we deliver the most relevant insights and solutions for your team.
Project or Team Name
*
Primary Business Objective for Analytics
*
Key Metrics or KPIs to Track
*
Which data sources need to be included?
*
CRM
Website Analytics
Marketing Automation
ERP
Custom Database
Other
Preferred Reporting Format
*
Dashboard (Interactive)
PDF Report
Excel/CSV Export
Scheduled Email Summary
Other
How often do you need reports delivered?
*
Real-time
Daily
Weekly
Monthly
Quarterly
Other
Who is the intended audience for these reports?
*
Executives
Managers
Analysts
Sales/Marketing Teams
Technical Teams
Other
What types of data visualizations are most important?
*
Bar Charts
Line Charts
Pie Charts
Tables
Maps/Geo Visualizations
Other
Do you require integration with other tools or platforms?
*
Yes
No
Additional Notes or Requirements
Submit Requirements
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