DASHBOARD & REPORT TEMPLATES
Create Customized Client Reports in Minutes
Choose from dozens of prebuilt reports and dashboard templates including SEO, PPC, Social Media, and more. Customize your white labeled dashboards and reports with an easy-to-use drag and drop report builder. Turn live marketing dashboards into professional client reports in a few clicks.
SAY GOODBYE TO LAST-MINUTE CLIENT REPORTING
Automated Report Scheduling & Approval
With all of your client's marketing data automatically populated, easily flip powerful client dashboards into beautiful reports in minutes. Use the report scheduling feature to put your reporting on autopilot and send client reports on a daily, weekly, or monthly basis. On select plans, get notified before each report is sent out for your final approval and expert commentary.
Choose from 70+ integrations
All Your Clients’ Marketing Metrics In One Place
Stop wasting time switching between platforms and bring all your clients' data under one roof. Connect to any of 70+ integrations, including today's most popular marketing platforms, for real-time data automatically updated in live dashboards. Create custom metrics to blend data across campaigns to showcase growth and ROI.
ADD YOUR OWN INSIGHTS & COMMENTARY
Personalize Your Marketing Reports
Give each client a personalized experience by adding your expert commentary to each report. Craft an executive summary, make recommendations, or tell a story with the data. With automed data-retrieval and report creation processes, focus your time on providing personalized insights, actionable context, and professional advice.
MULTIPLE CAMPAIGNS, ONE REPORT
Cross-campaign reporting keeps your team updated on all clients in one place, covering each client's key metrics to ensure you’re hitting all your goals. For clients with multiple websites or locations, aggregate their data into a single client report to provide a complete overview of your agency’s work.
SET GOALS AND HIT PERFORMANCE TARGETS
Show Clients You’re Hitting their Marketing Goals
Communicate your success at a glance with the Goals widget. The visual progress bar shows exactly how your efforts are trending against key marketing objectives. Break down your monthly performance targets into day-to-day action items and keep your team on track. Apply Goals to any metric and show clients exactly how they’re progressing towards their performance targets.
INSTANTLY SEND REPORTS TO CLIENTS
Stay On Top of Your Reporting
Schedule client reports to send automatically, or deliver them via email anytime. Plus, instantly email a report from any dashboard to quickly notify your clients or team of changes as soon as they happen. Retain control by seeing exactly when reports have been opened or clicked to make sure your clients are engaging with your agency reports.