How it works

A documented process, agreed in writing before anything is built.

Onboarding scope, available features, integrations, timing and support are confirmed in writing before implementation begins.

Process

Five steps, in order

  1. 01

    Initial conversation

    We confirm the business need, the reporting use case and who makes the decision the reporting supports.

    You provide

    A description of the decision and the people involved.

    You receive

    A plain statement of whether it is within current scope.

  2. 02

    Data and access review

    We confirm which data sources, files and permissions are actually supported for your situation, rather than assuming a connector exists.

    You provide

    A list of the platforms and files you can share, and who controls them.

    You receive

    A written note of what is supported, what is not, and what stays manual.

  3. 03

    Workspace configuration

    Agreed views, metric definitions and user access are configured within the confirmed scope only.

    You provide

    Sign-off on metric definitions and the list of authorised users.

    You receive

    A configured reporting view and a written definition set.

  4. 04

    Review and validation

    Before anything is relied upon, definitions, data quality and expected outputs are checked together.

    You provide

    One review session and confirmation of the outputs.

    You receive

    A record of known gaps, exclusions and figures that cannot be reconciled.

  5. 05

    Ongoing access and support

    The support route, named account owner and change-request process are agreed and documented.

    You provide

    A named owner for the workspace.

    You receive

    One monitored support mailbox and a documented change process.

Data

What can be connected today

Data intake is narrow and confirmed per engagement. Self-service connectors are not available.

Limited release

Customer-supplied exports

CSV or spreadsheet exports from your advertising, analytics or CRM platforms.

Limited release

Read-only account access

Read access you grant to your own advertising or analytics accounts, reviewed case by case during onboarding.

Planned

Maintained one-click connectors

Self-service connectors are not available. Supported sources are confirmed in writing per engagement.

Reporting workflow
  1. 01
    Data sources

    Exports you supply, or read-only access you grant to your own accounts.

  2. 02
    Review

    Metric definitions, periods and gaps are checked by a person.

  3. 03
    Reporting view

    A configured view covering the agreed metrics for the period.

  4. 04
    Team decision

    The view is used in your review meeting. You keep the record.

Illustrative workflow — not a live customer dashboard

Boundaries

What Metricora does not do

  • Create, edit, publish or control advertising campaigns.
  • Generate automated or predictive recommendations.
  • Guarantee rankings, traffic, leads, approvals or commercial outcomes.
  • Take ownership of your advertising, analytics or CRM accounts.
  • Publish customer names, logos, results or reports without written permission.
  • Offer self-service sign-up, trials or online payment during the pilot programme.