DASHBOARD & REPORT TEMPLATES
Get Started in Minutes with Report Templates
SAY GOODBYE TO LAST-MINUTE CLIENT REPORTING
Report Scheduling & Approval
Report scheduling allows you to automatically send client reports on a daily, weekly, or monthly basis. Get notified and approve each report before it goes out so that you can add your own personalized commentary and ensure there are no surprises.
Choose from 60+ integrations
All Your Clients’ Data In One Place
Connect all your clients' marketing channels in just a few clicks. With access to 60+ integrations and robust reporting capabilities, you can stop wasting time switching between platforms and bring all your clients' data under one roof.
ADD YOUR OWN INSIGHTS & COMMENTARY
Personalize Your Marketing Reports
Give each client a personalized experience by adding your own commentary to each report. Craft an executive summary, make recommendations, or tell a story with the data. With an easy report approval process, you can streamline your reporting while still providing personalized insights and advice.
MULTIPLE CAMPAIGNS, ONE REPORT
If your clients have multiple websites or locations, you can aggregate this data into a single client report and provide a complete overview of your agency’s work. With cross-campaign reporting, you can also keep your team updated on all clients at once. Set up a weekly internal report covering each clients' key metrics to ensure you’re hitting all your goals.
SET GOALS AND HIT PERFORMANCE TARGETS
Show Clients You’re Hitting their Marketing Goals
Designed to help you communicate success at a glance, Goals can be applied to any metric to show clients exactly how they’re progressing towards their performance targets. With the Goals widget, the visual progress bar shows you exactly how your efforts are trending against key marketing objectives. Use Goals to break down your monthly performance targets into day-to-day action items and keep your team on track.
INSTANTLY SEND REPORTS TO CLIENTS
Keep In Control Of Your Reporting
Schedule client reports to send automatically, or push them out via email anytime. Plus, you can instantly email a report from any dashboard to quickly notify your clients or team of changes as soon as they happen. Retain control by approving automated reports before they’re sent to ensure there are no surprises.