Clients
Clients in Weavely serve as the main grouping mechanism, allowing you to organize all your data sources within a structured hierarchy. This section provides a quick overview of how to manage clients and leverage their features for reporting and organization.
Client Overview
Each client in Weavely contains multiple data sources, enabling you to manage and report on them collectively. Here are the key features you can use:
Data Source Management: View all data sources linked to a client, and easily remove or edit them as needed. If a data source is assigned to the wrong client, you can reassign it to the correct one.
Industry Vertical: Assign an industry vertical to each client, allowing you to add this dimension to your reports. This can be useful for creating benchmark reports for specific industries, such as healthcare. Weavely uses AI to automatically assign an industry vertical, but you can manually adjust it from the dropdown if needed.
Additional Dimensions: Weavely provides options to add extra reporting dimensions. For instance, alongside data from sources like Google Ads and Microsoft Ads, you can layer in dimensions like industry vertical or billing models for richer reporting.
Customizable Billing Models
You can specify billing models for clients, such as a percentage of ad spend. For example, if a client is charged 15% of their ad spend, you can add this model to your BigQuery reports. This setup makes it easy to calculate monthly invoices for each client based on their individual data sources.
Dynamic Targets and Budgets
If you have specific targets or budgets for each client, you can include these as dimensions in your BigQuery tables. This allows you to create comprehensive reports in Looker Studio or your preferred reporting tool. These budgets and targets can cover various data sources, such as Google Ads, providing flexibility in your reporting setup.
Summary
By organizing data through clients in Weavely, you gain control over reporting dimensions and can efficiently manage billing, targets, and budgets. This approach allows for streamlined and detailed reporting tailored to each client's specific needs.
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