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FeaturesAnnotations & Goals

Annotations & Goals

Tell a story with your clients’ data and add insightful context to your charts by including annotations and goals.

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annotations and goals feature in marketing dashboards to track progress
CLEARLY VISUALIZE PROGRESS

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.

visualize progress with goals in a marketing dashboard
CUSTOM METRICS

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.

highlight progress in marketing campaigns by tracking goals
USE ANNOTATIONS TO ADD INSIGHTS

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.

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PROVIDE CLIENTS WITH THE PERSONAL ATTENTION THEY WANT

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. 

personalised marketing reports with goal-tracking

More Features

Discover our full suite of features.
Custom Comments

Custom Comments

Add comments, provide explanations, and offer your expert recommendations. With custom comments, you give clients the personalized experience they’re looking for.

Report Approval

Report Approval

On the Agency plan or higher, get notified before reports go out for a final check and to ensure there are no surprises.

Cross-Campaign Reporting

Cross-Campaign Reporting

Include client data, tables, and graphs from multiple campaigns in a single report to provide holistic visibility on client campaigns.

Campaign, Dashboard & Report Templates

Campaign, Dashboard & Report Templates

Get your client metric monitoring up and running right away with dozens of prebuilt dashboard and report templates. Then streamline your new client setup process by using the dashboard and report templates your team loves to pre-populate entire client campaign templates.

Report Scheduling

Report Scheduling

Streamline your agency resources by scheduling clients reports to automatically reach clients on a daily, weekly, monthly, or quarterly basis.

Automated Reports

Automated Reports

Tired of wasting billable hours manually creating client reports every month? Build automated marketing reports in minutes & speed up your agency's data-retrieval and reporting workflow.

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