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.
Five steps, in order
- 01
Initial conversation
We confirm the business need, the reporting use case and who makes the decision the reporting supports.
You provideA description of the decision and the people involved.
You receiveA plain statement of whether it is within current scope.
- 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 provideA list of the platforms and files you can share, and who controls them.
You receiveA written note of what is supported, what is not, and what stays manual.
- 03
Workspace configuration
Agreed views, metric definitions and user access are configured within the confirmed scope only.
You provideSign-off on metric definitions and the list of authorised users.
You receiveA configured reporting view and a written definition set.
- 04
Review and validation
Before anything is relied upon, definitions, data quality and expected outputs are checked together.
You provideOne review session and confirmation of the outputs.
You receiveA record of known gaps, exclusions and figures that cannot be reconciled.
- 05
Ongoing access and support
The support route, named account owner and change-request process are agreed and documented.
You provideA named owner for the workspace.
You receiveOne monitored support mailbox and a documented change process.
What can be connected today
Data intake is narrow and confirmed per engagement. Self-service connectors are not available.
Customer-supplied exports
CSV or spreadsheet exports from your advertising, analytics or CRM platforms.
Read-only account access
Read access you grant to your own advertising or analytics accounts, reviewed case by case during onboarding.
Maintained one-click connectors
Self-service connectors are not available. Supported sources are confirmed in writing per engagement.
- 01Data sources
Exports you supply, or read-only access you grant to your own accounts.
- 02Review
Metric definitions, periods and gaps are checked by a person.
- 03Reporting view
A configured view covering the agreed metrics for the period.
- 04Team decision
The view is used in your review meeting. You keep the record.
Illustrative workflow — not a live customer dashboard
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.