Resources
How far back a new client's marketing data goes.
Further than you expect in places, and gone for good in others. Worth knowing before the day you need it.
- 7 minute read
- 6 sections
Part 1
Retention is the platform's decision, not yours
Every platform decides how long it keeps what, and how far back it will serve a request. The windows differ by platform, and inside a single platform they frequently differ by metric and by breakdown.
There is a pattern worth knowing. Totals are kept longer than detail, and the breakdown you care about is usually the first thing to expire. So the honest answer to how far back a client's data goes is not one date. It is a different date for almost every column.
Part 2
What a backfill can and cannot recover
A backfill is an ordinary fetch for old dates. That is all it is, which sets its limits precisely.
Anything still inside the window, at the grain still offered
This is the case that works, and it is the reason to run a backfill at setup rather than later. The window moves forward whether you use it or not.
Not detail that has already been aggregated away
Where a platform now serves only monthly figures for a period, no request produces daily ones. The daily rows are not hidden behind a setting. They are not there.
Not a definition that has moved since
Old dates arrive under today's definition of the metric. That can produce a single series whose meaning changes partway along, which is worse than a gap because it looks continuous.
Not anything that was never recorded
A standard breakdown you were not looking at is usually still there, because the platform was recording it regardless. A custom field or a naming convention you introduced last month genuinely does not exist for last year.
Part 3
The asymmetry that decides when to start
Almost everything in reporting can be added later. A connector, a dashboard, a metric definition, a whole warehouse. Late is more expensive than early, but late is possible.
History is the exception. You cannot go back and collect last year, and no amount of budget in six months buys the rows that expired in the meantime. That makes starting collection the highest value thing available for the effort involved, and it is worth doing before you have finished deciding what you will do with it.
Part 4
The comparison that breaks first
Year on year is the comparison clients ask for most and the first one a new setup cannot support, because it needs thirteen months of data before it can be made at all.
The predictable version of this is an agency building a full reporting setup for a new client, presenting it, and discovering in the second month that the headline comparison it was built around is a year away. If the backfill cannot reach far enough, tell the client at the start, and agree what you will report on until then.
Part 5
What to do about the gap you already have
Do not paper over it. A series whose grain or definition changes partway along should say where it changes, on the chart itself, where the person reading the chart is.
Record the date collection started as a fact stored beside the data rather than in anybody's memory. In two years nobody will remember, and a flat line at the beginning of a chart is indistinguishable from a genuine period of no activity. That ambiguity has a way of surfacing in front of a client.
In practice
Where SightShark fits
Backfill runs from the date you choose when the client is onboarded, as far back as each source will still serve, which is the most that can honestly be offered given the windows belong to the platforms.
After that the history accumulates in a warehouse you own. Syncs add to the tables rather than replacing them, so when a platform restates a day that had already closed, the original figure and the correction both stay on record. That ownership is the part that matters most here: if you stop using the platform, the history is already yours, and it is the one thing in this chain that could not have been rebuilt.
See how the platform worksQuestions
Questions people ask
How far back can you backfill marketing data?
As far back as each platform will still serve, which is set per platform and frequently per metric and per breakdown within a platform. Totals are usually retained longer than detail, so the useful answer is not a single date but a different one for nearly every column. A backfill is an ordinary request for old dates, so it can only return what is still being offered.
Why can I not get daily data for last year?
Because the platform has aggregated it. Where only monthly figures are served for a past period, the daily rows no longer exist to request, and no setting reveals them. This is also why running a backfill at setup matters: the window moves forward regardless of whether anybody used it.
What happens to my reporting history if I change tools?
It depends entirely on where the history was stored. If it accumulated inside a vendor's platform, it leaves with the vendor and has to be rebuilt from whatever the sources will still serve, which for older periods is usually less than you had. If it accumulated in a warehouse you own, it stays, because the history is already in your account rather than being lent to you.
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How to test whether a client's ads caused the sales.
Reported conversions tell you what was near a sale. A holdout test tells you what caused one.
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Pricing
Priced by the clients you report on.
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$499 /month
Up to 20 clients
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$999 /month
Up to 50 clients
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