Data Source Coverage Audit (Onboarding)

Data Source Coverage Audit (Onboarding)

1. 01

   List every marketing and operational platform the client uses

   Include ad platforms, analytics suites, CRMs, and any custom databases. Confirm the list with the client's account team before proceeding.

2. 02

   Map each platform to the reporting tool's native integrations

   Check the tool's integration catalog for direct connectors. For example, AgencyAnalytics supports over 85 sources, while DashThis covers 30+, so coverage varies significantly.

3. 03

   Identify gaps where no native connector exists

   Flag platforms that require CSV uploads, API workarounds, or third-party middleware. These gaps add manual effort and risk data staleness.

4. 04

   Assess data freshness for each connected source

   Verify how often each source refreshes. Some platforms update hourly, others daily. Confirm this matches the client's reporting cadence expectations.

5. 05

   Evaluate reconciliation quality for overlapping metrics

   Check whether the tool deduplicates or reconciles metrics that appear in multiple sources, such as sessions from Google Analytics versus a CRM. Inconsistent numbers undermine client trust.

6. 06

   Document the time saved versus the current manual process

   Estimate hours per month the tool eliminates. If the tool saves less than a few hours per client monthly, the ROI may not justify the subscription cost.

7. 07

   Create a coverage matrix and share it with the client

   Present a clear table showing which sources are automated, which need manual workarounds, and the expected data freshness. This sets realistic expectations before the dashboard goes live.