Annotations & Goals
Tell a story with your clients’ data and add insightful context to your charts by including annotations and goals.
Integrated Campaign Goal-tracking
Clients want to know just how you’re tracking against their goals. The Goals tab in your marketing dashboards progress bar automatically tracks how all your campaigns are tracking. Get a birds-eye view of all your campaign goals to see how your agency is performing for all its clients to quickly identify areas of need. Drag and drop these goal bars to your client reports for instant insights.
Combine Custom Metrics to Create Cross-Campaign Goals
Your Clients’ KPIs are unique. Create your own formula with custom metrics to visualize how your agency is performing against your clients’ business goals. The goals widget automatically calculates your progress to report if goals are on or off track. Easily track against benchmarks to showcase your success in a visual way.
Tell A Story With Your Client’s Data
Storytelling around client data is an essential part of effective client reporting. By adding annotations and goals to your line charts and date-based column charts, you highlight important campaign changes, set performance thresholds, and keep client’s up-to-date with your progress.
Personalize Your Marketing Reports
Your clients come to you for your marketing expertise and unique insights. Adding context to your data with annotations and goals gives you the opportunity to personalize each marketing report with your expert insights and recommendations. Annotations and goals also provide a level of transparency between your clients and you, to differentiate you from the competition.