Tactical Marketing
Deliver.

Act-On Data Studio

Advanced reporting and visualization inside Act-On - translating platform data into the view that reflects actual program performance.

Act-On's default reports answer the questions Act-On wants you to ask - opens, clicks, form fills, and the program-level metrics that tell you activity happened.

They don't tell you whether the activity produced anything for the pipeline, which programs are running correctly versus appearing to run correctly, or how the scoring model is behaving relative to what sales considers a qualified lead. Act-On Data Studio builds the reporting layer that answers the questions that actually matter to the business, inside the platform your team already uses.

Our Approach

We configure Act-On Data Studio reports against a defined set of operational and business questions - then validate the underlying data feeding each report for accuracy.

Many Act-On environments have reporting that looks correct but is built on program logic that has drifted: reports that count enrollments that never completed, scoring reports that reflect accumulation rather than active intent, and campaign attribution that assigns credit to the last automated send regardless of what actually influenced the contact. We fix the data layer before we build the reporting layer.

Discuss Act-On Data Studio

Connect with Phil to discuss your operational environment, what's not behaving correctly, and how Tactical Marketing approaches the repair and governance work.

Contact Us
"I've had the privilege of collaborating with some incredibly brilliant minds throughout my career. Phil is definitely at the top of that list. One of his most valuable contributions is his innate ability to develop unique solutions to complex problems - often with such high levels of success that his solutions simply become 'the new way.' He builds trust and confidence in those he supports, and is the one you want advocating on your behalf when you need to influence others and drive change."
Missie Dunham
Marketing Professional

What We Do in Act-On Data Studio

Audit existing Act-On reporting for data accuracy issues at the program logic and scoring model level.
Configure Data Studio reports aligned to defined business and operational questions.
Build program performance views that surface enrollment health, completion rates, and scoring behavior.
Design executive-facing dashboards that connect Act-On activity to pipeline and revenue data from the CRM.
Document the reporting architecture so the internal team can maintain and extend Act-On reports independently.

Related deep dive

Dashboard & Reporting

Reports that hold up because the data underneath them does.

Or browse the full operations library.

Act-On strategy session

Book an Act-On strategy session →

A working session with Phil to pressure-test how your Act-On environment is set up, where it's drifting, and what to do next.

Read the argument behind it: Why a marketing automation strategy session matters.

Or start with our free 27-point Act-On audit — a scored read of your instance, no charge.

Frequently Asked Questions

How do you identify what's actually broken versus what just looks broken?

We audit systematically - program logic, trigger conditions, data sync behavior, and the integration layer - rather than reacting to surface symptoms. Most environments have failures that aren't visible in the platform UI at all.

How long does an audit or repair engagement typically take?

A thorough audit runs 2–3 weeks. A structured repair or rebuild depends on the depth of the technical debt - most range from 4–10 weeks. We scope each engagement after the initial audit so you know what you're committing to.

Do you provide ongoing management after the repair work is done?

Often, yes. Many clients transition into a managed services arrangement where Tactical Marketing handles ongoing administration, governance, and platform maintenance. Others prefer to hand back to an internal team - in which case we document everything and run a formal knowledge transfer.

Take the next step

Start the conversation.

If something isn't behaving the way it should, that's where we start. Phil reads every inbound personally and responds within one business day.