What does the draft actually look like?

Narrative plus metrics. Top wins, top concerns, the forward outlook, what changed since last month and why, with the supporting numbers attached. The CMO edits the parts that need editing.

How is this different from Whatagraph or Databox?

Whatagraph and Databox automate the metrics. They do not write the narrative. The CMO still spends days on PowerPoint.

How is this different from Improvado or Funnel.io?

Those are excellent data pipelines. They move the data. They do not produce the executive summary.

How is this different from Looker or Tableau dashboards?

Dashboards show the metrics. They do not write 'revenue rose 8% this month, driven by a 22% lift in Texas markets after the Austin and Houston paid campaigns expanded.' This does.

What data does the draft use?

Your attribution roll-up, KPI roll-up, drivers analysis, forward-looking recommendations, and marketing mix model. All from the same source data, so the numbers reconcile with your board deck and LP letter.

Does it work for multi-banner operators?

Yes. Per-banner summaries plus a portfolio-level roll-up. Each banner's reality is preserved.

How does it handle HIPAA, FDA, or California consumer-data?

Compliance rules apply per regulation. HIPAA dental content gets the right gating before it shows up in the summary. Same for FDA medical-device and California consumer-data.

What does the audit trail look like?

Every draft and every revision is preserved with the market, reviewer, and reason. When the board asks how a number changed between draft and final, the answer is on file.

Skill catalog

Your monthly executive summary should be ready day one — not week three

Narrative plus metrics, drafted automatically per market, so the CMO is reviewing and editing on day one instead of pulling data from twelve sources for three days.

The problem

Your CMO drafts a monthly executive summary every month for the board: market-by-market revenue, channel-by-channel ROI, top three wins, top three concerns, the forward outlook. Pulling the data from 12 sources plus drafting the narrative takes two to three days every month. The reporting automation tools (Whatagraph, AgencyAnalytics, DashThis, Swydo, Reportz, Databox, TapClicks) automate the metrics but leave the narrative work to a human. The data pipelines (Improvado, Funnel.io, Supermetrics, Adverity, Fivetran, Stitch) move the data but do not write the summary. Looker, Tableau, Power BI, Domo, and Sigma show dashboards but do not draft a paragraph. The marketing planning platforms (Allocadia, Plannuh, Hive9, Aprimo) include summary features but disconnected from the actual data. The in-house version takes a marketing analyst plus an ops lead at $90,000 to $180,000 a year each, plus two to four days a month per analyst on PowerPoint. Past quarterly cadence or across multiple banners it falls apart.

What success looks like

Every market gets a continuously updated executive summary draft — narrative plus metrics — pulling from your attribution roll-up, KPI roll-up, drivers analysis, forward-looking recommendations, and marketing mix model. The draft is ready when the CMO is ready to review, not three days into the month. The CMO edits and approves instead of building from scratch. Multi-banner operators get per-banner and portfolio-rollup summaries. Compliance rules apply per regulation. Every draft and every revision is preserved with the market, reviewer, and reason — defensible for board, investor, or PE-sponsor review.

How most operators solve this today

Six categories touch this. None of them draft narrative from the actual rollup data.

BI dashboards (Looker, Tableau, Power BI, Domo, Sigma, Qlik, Geckoboard, Klipfolio, Plecto, Numerics, Cyfe)
$14 per user per month to $50,000+ per year
Dashboards. Not narrative drafting.
Reporting automation (Whatagraph, AgencyAnalytics, DashThis, Swydo, Reportz, Databox, TapClicks)
$25 to $1,500+ per month
Automates the metrics. Leaves the narrative for someone to write.
Marketing data pipelines (Improvado, Funnel.io, Supermetrics, Adverity, Fivetran, Stitch)
$69 per month to $200,000+ per year, plus per-source pricing
Moves the data. Does not write the summary.
Marketing planning platforms (Allocadia, Plannuh, Hive9, Aprimo)
$25,000 to $500,000+ per year
Planning features with summary modules. Disconnected from the rest of your reporting data.
In-house marketing analyst plus ops lead
$90,000 to $180,000 per year per role, plus two to four days a month per analyst
Manual narrative drafting. Does not scale past quarterly cadence or multiple banners.
Build it in-house
CMO staff pulling metrics from 7 to 12 sources by hand
Two to three days a month. Falls apart past quarterly cadence.

What changes when this is an agent skill

Every market gets a continuously updated executive summary — narrative and metrics together — pulling from the same source data that feeds your attribution roll-up, KPI roll-up, drivers analysis, forward-looking recommendations, and marketing mix model. The draft is ready when the CMO sits down to review, not at the end of a three-day data pull. The narrative reads like a person wrote it — top wins, top concerns, the forward outlook, what changed since last month and why. The CMO edits the parts that need editing and signs off. Multi-banner operators see per-banner summaries plus a portfolio-level roll-up. Compliance rules apply per regulation so HIPAA dental, FDA medical-device, and California consumer-data content gets the right gating. The same source data feeds your board deck and your LP letter so the numbers reconcile across every report. Every draft and every revision is preserved with the market, reviewer, and reason — defensible for board, investor, or PE-sponsor review. Whatagraph and Improvado remain useful for reporting automation and data pipelining. Looker and Tableau remain useful for dashboards. This is the narrative drafting layer they do not provide.

Agents that include this skill

Skills live inside agent rentals. To get this skill in production, hire any of the agents below — context-tuning at onboarding is included in the first month.

Per-Location Rollup + Executive Reporting Agent
CFO / board / PE-sponsor / franchisee-council reporting surface — cohort-framed rollups, drivers analysis, forward-looking recommendations.
Book a consultation →

FAQ

What does the draft actually look like?: Narrative plus metrics. Top wins, top concerns, the forward outlook, what changed since last month and why, with the supporting numbers attached. The CMO edits the parts that need editing.
How is this different from Whatagraph or Databox?: Whatagraph and Databox automate the metrics. They do not write the narrative. The CMO still spends days on PowerPoint.
How is this different from Improvado or Funnel.io?: Those are excellent data pipelines. They move the data. They do not produce the executive summary.
How is this different from Looker or Tableau dashboards?: Dashboards show the metrics. They do not write 'revenue rose 8% this month, driven by a 22% lift in Texas markets after the Austin and Houston paid campaigns expanded.' This does.
What data does the draft use?: Your attribution roll-up, KPI roll-up, drivers analysis, forward-looking recommendations, and marketing mix model. All from the same source data, so the numbers reconcile with your board deck and LP letter.
Does it work for multi-banner operators?: Yes. Per-banner summaries plus a portfolio-level roll-up. Each banner's reality is preserved.
How does it handle HIPAA, FDA, or California consumer-data?: Compliance rules apply per regulation. HIPAA dental content gets the right gating before it shows up in the summary. Same for FDA medical-device and California consumer-data.
What does the audit trail look like?: Every draft and every revision is preserved with the market, reviewer, and reason. When the board asks how a number changed between draft and final, the answer is on file.

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