SayPro Historical marketing reports and analytics dashboards

Document Title:

SayPro Historical Marketing Reports and Analytics Dashboards – Structure, Access, and Utilization

🎯 Purpose:

To establish a centralized, organized repository of SayPro’s past marketing performance reports and analytics dashboards. This supports:

• Year-on-year performance comparisons.
• Strategic planning and trend analysis.
• Learning from past campaigns to improve future execution.

📂 1. Historical Marketing Reports Archive

✅ Components to Include:

📁 Suggested Folder Structure (on SayPro Drive or CRM):

yamlCopyEdit/Marketing_Reports/
├── 2023/
│   ├── Jan_Monthly_Report.pdf
│   ├── Youth_Vote_Campaign_Eval.docx
│   └── Annual_Marketing_Impact_2023.pdf
├── 2024/
│   ├── Q1_Report_March.pptx
│   └── Women's_Entrepreneurship_Campaign_Review.xlsx
└── 2025/
    └── May_SCLMR-1_Baseline_Review.pdf

📊 2. Analytics Dashboards Archive

✅ Active Dashboards to Retain and Maintain:

📁 Suggested Dashboard Storage & Access Plan:

• Access Point: Internal portal or SayPro shared Google Drive/CRM interface.
• Archived Snapshots: Monthly or quarterly PDF exports stored in versioned folders.
• Live Dashboards: Bookmarkable links shared with role-based permissions (read/edit).
• Change Logs: Maintain a version history for dashboard structures and visualizations.

🔍 3. Utilization Guidelines

🔄 For Planning:

• Review last year’s campaign success metrics before launching similar ones.
• Compare seasonal performance (e.g., Q1 vs. Q1) to inform scheduling.

📈 For Evaluation:

• Use previous evaluations to identify what improved over time.
• Track long-term impact through cohort or audience engagement trends.

💡 For Learning:

• Compile “Lessons Learned” briefs using archived reports.
• Conduct team learning sessions to review historic trends and repeat best practices.

🔐 Access and Ownership

✅ Next Steps for Optimization

1. Audit all existing reports and dashboards for completeness and accuracy.
2. Tag and index each report with metadata: date, type, campaign, audience.
3. Automate backups of active dashboards quarterly.
4. Create a quick-access summary sheet listing all reports by type and link.