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FeaturesCustom 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.

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Custom comments
GIVE CLIENTS A PERSONALIZED EXPERIENCE

Personalize Your Marketing Reports

Use custom comments to explain to your client the significance of different KPIs. Additionally, include your own insights for each marketing campaign. The easy-to-use WYSIWYG editor allows you to add your own explanations inside each marketing report or dashboard.

Personalize your marketing reports
ADD YOUR OWN INSIGHTS

Custom Textbox Overview

The reality is that most clients don’t want to just look at stats and charts — they want your expert opinions, insights, and recommendations. The custom textbox widget allows you to easily add your notes, comments, images, links, and any other relevant information to your dashboards and reports. 

Custom textbox overview
ADD ANNOTATIONS & GOALS

Add Context to Your Data

In addition to custom comments, add context to your date-based charts with annotations. Including thresholds and annotations to your charts is a great way to indicate performance targets you want to hit or point out key changes to your clients. 

Add context to your data

More Features

Discover our full suite of features.
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.

Annotations & Goals

Annotations & Goals

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

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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