Stop sending boring spreadsheets to clients. This R & Quarto-based system takes your raw marketing metrics and generates beautiful, client-ready HTML reports with interactive visualizations and automated performance insights.
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Professional Presentation: Move beyond Excel. Provide your clients with interactive, high-end HTML reports.
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Zero Manual Design: Your charts, tables, and KPIs are formatted automatically.
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Flexible Data Input: Use the tools you already know—just fill out an Excel template or export a JSON file.
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Automated Insights: The system calculates growth, ROI, and efficiency (CPA, CPM, etc.) for you.
Need this tool connected directly to your Google Ads, Meta, or CRM? I offer custom services to tailor this project to your specific workflow:
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Direct API Integration: Skip Excel and pull data directly from marketing platforms.
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Custom Brand Design: Tailor the report’s look and feel to your agency’s corporate identity.
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Advanced Analytics: Custom attribution models and deeper funnel tracking.
Contact me: robin.andreas.schmid@gmail.com
This project uses R and Quarto to bridge the gap between data processing and professional document rendering.
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📊 Performance Visualizations: Time-series analysis with automated trend detection.
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💰 Efficiency Tracking: Automated calculation of CPM, CPC, CPL, and CAC.
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📝 Executive Summary: Programmatic growth analysis and commentary generation.
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📂 Multi-Format Support: Seamlessly handles both
.xlsxand.jsoninputs.
Ensure you have R and Quarto installed.
Bash
# Install required R dependencies
Rscript setup.R
You can provide your data as an Excel file or JSON.
Using Excel:
Bash
Rscript generate_report.R --file ./data/client_data.xlsx --output jan_2026_report.html
Using JSON:
Bash
Rscript generate_report.R --file ./data/client_data.json
Testing with Dummy Data:
Bash
Rscript generate_report.R --test
The generator expects data in four main categories:
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Client Info: Name, period, and high-level ROI.
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Daily Stats: Time-series data (Date, Clicks, Cost).
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Channel Performance: Breakdown by platform (Spend vs. Revenue).
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Funnel Data: Conversion stages (Impressions → Sales).
Note: See
data/test/dummy_data.xlsxordata/test/dummy_data.jsonfor exact formatting examples.
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Engine: R 4.0+ & Quarto 1.4+
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Key Libraries:
ggplot2(Viz),gt(Tables),openxlsx(Excel),dplyr(Logic). -
Output: Standalone, self-contained HTML (perfect for email attachments).
This project is licensed under the MIT License. Feel free to use and modify it for your own projects.