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."
What We Do in Act-On Data Studio
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
What does Data Studio give us that Act-On's standard reports don't?
The standard reports tell you activity happened - opens, clicks, form fills, program enrollments. Data Studio lets you build the views that connect that activity to something the business cares about: which programs are actually completing versus silently stalling, how the scoring model behaves against what sales considers qualified, and how engagement trends break down by the segments that matter to your operation. The capability is there in the platform; most teams have simply never had it configured around real questions. That configuration - and the data validation underneath it - is the engagement.
Can the reports connect Act-On activity to CRM pipeline and revenue?
Yes, and that's where the reporting becomes worth executive attention. We design views that join Act-On engagement data with the opportunity and pipeline data flowing through your CRM sync - so the report answers 'what did marketing activity produce' rather than 'what did marketing do.' The honest caveat: the quality of that view depends on the quality of the sync feeding it. If the CRM integration has gaps, we surface that as part of the work, because a pipeline report built on a broken sync is confidently wrong.
Our Act-On data itself seems questionable. Does reporting work even make sense yet?
That instinct is correct, and it's why every Data Studio engagement starts with validation rather than visualization. Reports built on drifted program logic inherit every one of its errors - enrollment counts that include contacts who never completed, scoring totals that reflect accumulation rather than intent, attribution assigned to whatever sent last. We audit the data layer feeding each planned report first, fix what's broken or clearly flag what can't be trusted yet, and only then build the reporting. If the instance needs repair before reporting is worth building, we'll tell you that plainly.
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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.