What is included
- KPI & attribution architecture across marketing and sales
- Dashboards (Looker, Power BI, Metabase) on a solid data base
- Processes: pipeline reviews, forecasting, marketing mix control
- Reporting rhythms teams actually use
- Data quality as an ongoing process, not a one-off project
Cost savings & workload
Reporting that writes itself – your team steers instead of copy-pasting.
Cost savings through automation
Up to 10 hours of manual reporting per month less
Up to ten hours of manual reporting per month become zero – and the errors in the numbers disappear with them. The cost per decision drops measurably, because data and analysis no longer cost working time.
Workload reduction
The monthly report arrives on its own
Data connections, dashboards and the monthly report are generated automatically. RevOps deals with exceptions and strategy – not copy-paste between tools.
Effect size depends on starting point, team size and tool stack – the concrete figure we name in the audit.
Optional: in 24/7 operation, driven by agents
This service can be operated continuously by an agent stack: budget, data, tests and delivery run on autopilot and your team shrinks to strategy and decisions. An agent stack is an option with us, not a must – we deliver the same service fully manually or in hybrid mode as well. Details below.
Autonomous agent organisation · RevOps & Reporting
RevOps Orchestrator
Reporting that writes itself.
RevOps & reporting is the level where marketing, sales and finance see the same numbers. The orchestrator coordinates report, data, anomaly and forecast agents: dashboards update themselves, outliers get explained, forecasts get recalculated in a row – instead of monthly Excel work.
4 specialists on 24/7 duty – each accountable for one KPI
Report Agent
● runs 24/7
KPI: report freshness
Data Agent
● runs 24/7
KPI: source deviation
Anomaly Agent
● runs 24/7
KPI: explained outliers
Forecast Agent
● runs 24/7
KPI: forecast accuracy
all results flow in
new rules back into the agent stack – the cycle starts again
How to read the diagram: at the top, the orchestrator – it decides which actions run. Below, the agents work 24/7, each accountable for exactly one KPI. All results flow down into the self-learning loop (01 Measure → 02 Analyse → 03 Learn → 04 Apply). The new rules that emerge return into the stack via the left line – so the system gets better every week without anyone fine-tuning by hand.
The agent stack in detail
Every agent works 24/7 in the background: it consumes specific data, produces decisions or content from it and is accountable for exactly one metric.
Report Agent
runs 24/7Builds and maintains dashboards (marketing, sales, finance) – automated, versioned, no manual Excel glue.
- consumes
- CRM, ads, analytics and finance data
- produces
- updated dashboards for marketing, sales and finance
- KPI
- report freshness
Data Agent
runs 24/7Reconciles sources (CRM, ads, analytics, finance), flags deviations and keeps definition management (KPI logic) up to date.
- consumes
- all data sources plus binding KPI definitions
- produces
- reconciled data with deviation alerts
- KPI
- source deviation
Anomaly Agent
runs 24/7Detects outliers in pipeline, spend and reporting – with an explanation before management asks.
- consumes
- pipeline, spend and revenue curves
- produces
- explained outliers before management asks
- KPI
- explained outliers
Forecast Agent
runs 24/7Recalculates pipeline and revenue forecasts regularly, calibrates models after deviation and marks uncertainty honestly.
- consumes
- history, pipeline status, seasonality
- produces
- regularly recalculated forecasts with uncertainty bands
- KPI
- forecast accuracy
Automated A/B tests
A/B tests run automatically: KPI definitions and dashboard logic are validated against history before rollout – only reproducible models make it into standard reporting.
Autonomy levels: who may decide what?
Autonomous – immediate
Bid adjustments within approved frames, budget shifts under threshold, new creatives from the test inventory, negative keywords. The agent executes and documents afterwards.
Orchestrator decision
Channel recommendations, test launches, re-priorisation, rule updates from the learning loop. The orchestrator compares agent recommendations, checks them against frames and decides.
Human approval
Budget increases above threshold, campaign pauses, new audiences, price and promise changes. These actions only run after approval – visible in the dashboard.
The orchestrator’s own duties
The RevOps orchestrator is the final control instance for the numbers: it reconciles marketing, sales and finance data, sets binding KPI definitions and releases reports only after all sources are matched. Every deviation above threshold gets explained before management sees it.
Orchestrator live dashboard
- Revenue vs. forecast (per channel)
- Pipeline coverage
- Attribution deviation per source
- Open data fixes
- Report freshness (hours)
- KPI changes (open)
The orchestrator checks these metrics hourly – deviations land in the task queue or become an approval request for the team.
Human-in-the-loop: approval required
- Changing a KPI definition
- Report data to external recipients
- Swapping the forecast model
- Extending access to finance data
The agents work autonomously – up to this point. The orchestrator executes these actions only after approval. That is the difference between automation and risk.
Self-learning: the 4-step cycle behind the org chart
Deviations between forecast and reality per channel become training data: the orchestrator learns which channels are over- or underestimated and which attribution models track reality more closely – and adjusts KPI definitions and the forecast model itself before they land in the report.
The self-learning loop turns permanently – the agent stack gets better week by week without anyone fine-tuning by hand:
Measure
All results flow in: conversions, costs, delivery rates, rankings, engagement. Without clean measurement an agent learns nothing – which is why the tracking setup is the foundation of every stack.
Analyse
The orchestrator compares results against targets and history, separates causality from coincidence (significance) and recognises which changes really had impact.
Learn
From that, new rules emerge: score weights, bid margins, fatigue thresholds, segments. The orchestrator checks every rule against the approved budget and risk frames.
Apply
The new rules enter the agent policies – from the next round, all agents work with the updated knowledge. The cycle starts again: measure, analyse, learn, apply.
Fewer heads, more output: agents take the routine – your team only steers strategy and budget frames.
Agents are an offer, not a must – you choose the automation level
We deliver every one of these services fully manually as well. The agent stack is one option – and you can switch between the modes at any time without losing your setup or your results.
Fully manual
Classic service: our operational team executes every action personally – setup, operation, reporting. The same quality, fully human operation, maximum control.
Hybrid
Agents take routine, monitoring and 24/7 continuous testing; your team and our operational team decide, prioritise and fine-tune. The most chosen mode.
Autonomous with approvals
The agent stack runs fully through – critical actions (budget, audiences, promises) only after your approval in the dashboard. Maximum output, clear accountability.
All three modes use the same systems architecture – you can switch between them at any stage.
A look into the 24/7 operation: our agent dashboard
This is what operation looks like when this service stack runs on autopilot: orchestrator, KPIs, running A/B tests and your approvals – as an interactive preview with sample data.
Who this service is for
Mid-market with a clear growth goal
20–500 employees who want to turn more traffic into more qualified leads and more closes – without overwhelming sales.
Teams juggling several scattered tools
CRM, email, ads and analytics run side by side. We bring them into one system with a single source of truth.
Companies in DACH + international markets
Same systems architecture, local market logic for Italy, Spain, France, the UK – measured in one report.
How the delivery runs
- 01
Audit & target picture
We analyse data quality, existing processes and KPIs – honestly, with numbers. The result: a shared target picture and a prioritised roadmap.
- 02
Build in milestones
Implementation in clearly prioritised stages – each with a measurable goal. You always see what is going live and what it delivers.
- 03
Operation & scaling
We observe, test and optimise continuously. Monthly reporting, clear KPIs, no black box – scaling follows the numbers, not gut feeling.
Typical starting situations we solve
These patterns keep coming up in our audits. If one of them fits, a conversation is almost always worth it.
Leads come in, but nobody knows if they are good – no scoring, no priority.
The CRM is half-set-up and nobody dares to touch it – the data is incomplete.
Emails are sent, but delivery, open and click rates are weak.
Tracking is broken or missing – attribution is guesswork instead of facts.
What we deliver – concretely
Measurable KPI roadmap
Clear goals per milestone – from lead source to revenue. We name the numbers that should change before we start.
GDPR, consent & data hygiene
Compliance is part of every setup: consent, deletion concepts, clean data – no retrofitting after the data-protection audit.
Documentation & handover
Everything documented: setups, workflows, logic. Your team can keep working independently after the collaboration – no lock-in.
Frequently asked questions
What exactly does RevOps mean?
Revenue Operations: the shared rail for marketing, sales and customer data – processes, tools and metrics in one place. The lever: less friction, one shared number base, faster scaling.
Which tools do you use?
Depends on the stack: Looker Studio/Power BI/Metabase for dashboards, BI on warehouse data where available. What matters is the architecture – the tool follows it.
How often do you report?
Standard: monthly number reporting plus a weekly campaign dashboard. Pipeline reviews with sales quarterly. The rhythm follows your decisions – not the other way round.
What do you need for a RevOps setup?
Access to CRM, analytics and the existing tools, plus a 60-minute workshop with marketing and sales leadership. From that we define the shared KPI list before a dashboard is built.
What does RevOps & Reporting cost with Core Online Marketing?
It depends on scope, tools and data quality. In the first call you get a concrete range and a milestone roadmap – no strings attached. Ongoing operation is available as a monthly package, projects as a fixed price.
How quickly will we see first results from RevOps & Reporting?
Usually after 4–8 weeks, depending on the starting point. In the audit we define the KPIs that should change, and we report monthly and transparently – what is better, what is unchanged, what is worse.
Do you work with our existing tool stack?
Usually yes – we are tool-agnostic. If an existing tool makes sense, we keep it; if not, we advise on switching. Partner discounts do not drive recommendations.
Do we need dedicated staff on our side for this?
One contact person for decisions is enough. We handle build and operation and document everything, so your team can continue independently after the collaboration.
Are you set up for international markets (e.g. Italy, Spain, the UK)?
Yes. We are based in Berlin and work with local performance leads for Italy, Spain, France and the UK – the same systems architecture, local market logic, reporting in one currency: your KPIs.
Do you also run the ongoing operation, or just the setup?
Both is possible. Many clients start with the setup and take over the operation themselves afterwards – we document and train. Others let us run the whole operation. In the first call we say honestly what serves you better in your situation.
How do you handle legacy data and historical content?
We start with a data audit: what is usable, what needs to be cleaned, what can be deleted. Historical content is mapped and migrated where it is worth it – not blindly. You start clean, without inheriting debt.
What concrete cost savings and workload reduction does RevOps & Reporting bring?
Up to ten hours of manual reporting per month become zero – and the errors in the numbers disappear with them. The cost per decision drops measurably, because data and analysis no longer cost working time. On the workload side: Data connections, dashboards and the monthly report are generated automatically. RevOps deals with exceptions and strategy – not copy-paste between tools. We show the concrete calculation for your setup in the first call.
RevOps & Reporting: Let us calculate what it is worth for you
30 minutes, no strings. We look at your numbers and show where the lever is.
Request a call30 minutes, no strings. No pitch – we look at your data.