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This year has been full of big wins, with one of the highlights being the redesign of our analytics reports. As a one-person social team, I typically take the lead on everything social-related, and one of my first tasks was to develop an analytics report. What we had before were just a few slides showing the growth of each channel.

Over time, I’ve refined the report—adding and removing certain metrics—and I’m finally at a version I’m really proud of. I’m happy to share it with anyone, including senior leadership (I even presented it to the CEO earlier this year)!

On the flip side, one challenge I’ve faced is managing other users in our Sprout account. I often find myself going in to correct errors or mistakes in the posts they create. It sometimes feels like it would be faster to just do it myself rather than reviewing everything they do. To be fair, I’m the one who trained them, so maybe I need to improve my training approach 😅 Does anyone else experience this?

Having a report template you can be proud of is no joke! It does take a while to not only represent the data but tell a story that everyone can understand and get excited by.

Yes! Training, typically, I depends on the type of person. I’ve worked with people who love to take something and improve and people who just do exactly what is written. If possible, can you split the work up like that? Like if you have an order taker, have them create all the graphics using templates. If you have someone who likes to go a step beyond, have them draft captions. One thing I have found (Its laborious) is when I give feedback I get very specific about why something doesnt work and my thought process behind it. So something like, Hey great choices on the graphics. My note is that there needs to be more contrast in the colors so it is accessible to all of our followers. To check the accessibility of graphics in the future use this site, site.com, for final production. Let me know if you have any questions! 

If you notice across the board that they are making the same type of mistakes its fun training time! Oh and loom! loom is also good to quickly record visual feedback if thats necessary. 


Data presentation makes a world of difference! Great job on that analytics report!


Having a report template you can be proud of is no joke! It does take a while to not only represent the data but tell a story that everyone can understand and get excited by.

Yes! Training, typically, I depends on the type of person. I’ve worked with people who love to take something and improve and people who just do exactly what is written. If possible, can you split the work up like that? Like if you have an order taker, have them create all the graphics using templates. If you have someone who likes to go a step beyond, have them draft captions. One thing I have found (Its laborious) is when I give feedback I get very specific about why something doesnt work and my thought process behind it. So something like, Hey great choices on the graphics. My note is that there needs to be more contrast in the colors so it is accessible to all of our followers. To check the accessibility of graphics in the future use this site, site.com, for final production. Let me know if you have any questions! 

If you notice across the board that they are making the same type of mistakes its fun training time! Oh and loom! loom is also good to quickly record visual feedback if thats necessary. 

Thanks for the reply ​@TAMAYS those are some great suggestions. The user I work with only uses infrequently so when they do hop in they should be fully autonomous (or that’s my hope) but it seems like more training might be in order for us to get there.

I forget about LOOM but that’s a great idea to screen record a training so they could have it on hand when they need!


Data presentation makes a world of difference! Great job on that analytics report!

Thanks ​@AlvieJr13 it’s nice to have a solid report locked in, now it won’t take so long to put them together 😁


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