SayPro Performance Data Sharing Template

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Data Source:

Provide details of the data source for performance tracking and decision-making. This template helps document where the data is coming from, the reliability, and how it aligns with the marketing objectives.

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1. Data Source Name:

• Enter the name of the data source (e.g., Google Analytics, CRM, Social Media Insights, Email Marketing Platform, etc.).

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2. Data Type:

• Specify the type of data provided by the source (e.g., website traffic, conversion rates, lead generation data, sales performance, customer engagement, etc.).

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3. Data Frequency:

• How often is the data updated? (e.g., daily, weekly, monthly, quarterly).

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4. Data Owner/Responsible Team:

• List the department or team responsible for collecting and maintaining this data (e.g., Marketing, Sales, Product, IT, etc.).

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5. Data Access/Permission:

• Specify who has access to the data and how permissions are granted (e.g., restricted access, open access, via shared dashboards).

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6. Data Collection Method:

• Describe how the data is collected (e.g., through tracking scripts, customer surveys, sales reports, CRM integrations).

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7. Data Accuracy and Reliability:

• Provide an assessment of the data’s reliability and accuracy. Is it regularly audited? Are there any known limitations?

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8. Metrics/Key Performance Indicators (KPIs):

• List the key metrics or KPIs tracked through this data source (e.g., website visits, bounce rate, click-through rates, lead conversion rates, sales figures, etc.).

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9. Insights Derived from the Data:

• Provide a summary of key insights that have been derived from the data (e.g., customer behavior patterns, marketing campaign performance, sales trends, etc.).

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10. Data Reporting Tools:

• List any tools used for reporting and visualization of the data (e.g., Tableau, Power BI, Google Data Studio, CRM dashboard, etc.).

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11. Data Sharing Method:

• Describe how this data will be shared with other departments/teams (e.g., via email, shared folders, dashboards, etc.).

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12. Frequency of Data Sharing:

• Specify how often the data will be shared (e.g., weekly reports, monthly dashboards, quarterly reviews).

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13. Actionable Recommendations:

• What actions will be taken based on the data insights? (e.g., adjusting campaign strategy, reallocating budget, refining messaging, etc.).

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14. Data Integrity and Quality Checks:

• Explain any steps taken to ensure the data is reliable, consistent, and free from errors (e.g., data validation, audits, automated checks).

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15. Stakeholders Involved:

• List the key stakeholders who will use or analyze this data (e.g., Marketing Team, Sales Team, Product Team, Executive Team).

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Next Steps/Action Items:

• Specify any actions to be taken after reviewing the performance data, such as adjustments to strategy, further analysis, or team coordination.

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This template ensures that performance data from various sources is well-documented, accessible, and actionable. By tracking the source, accuracy, and sharing methods, teams can make informed decisions based on reliable, up-to-date information.