Enhance reports with custom comments & annotations
It’s never been easier to deliver reports that feel tailor-made for every client relationship
Transparently displaying how your marketing agency is progressing clients toward their business goals is a sure-fire way to make them want to stick around. Clearly highlight important wins, and leverage widgets to display it all in your automated marketing reports and custom dashboards.
Build Client Trust
Give clients clear insights with personalized commentary that builds stronger relationships
Save Account Time
Reduce back-and-forth by adding proactive explanations directly inside client reports
Showcase Strategy
Highlight the why behind your results to position your marketing agency as strategic experts
Deliver Premium Reports
Differentiate your marketing agency with tailored, client-first reporting that stands out
Personalize Your Marketing Reports
Use custom comments to explain to your client the significance of different marketing 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.
Bring Your Expertise Front and Center
Data alone doesn’t drive client success—your insights do. With the custom textbox widget, easily add expert commentary, visual highlights, and important context to your client's dashboards and reports. Whether it’s sharing strategic recommendations, identifying next steps, or calling out key wins, custom textboxes help you turn static marketing data into a story your clients will actually act on.
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 performance changes to your clients.
Tell A Story With Your Clients' Data
Storytelling around client data is an essential part of effective client reporting. Adding context with annotations and goals gives you the opportunity to personalize each custom dashboard and marketing report with your expert insights and recommendations. Highlight important campaign changes, set performance thresholds, and keep clients up-to-date with your progress.
Add expert insights with just a few clicks. Build trust and prove your marketing agency’s value.
Discover the white label reporting tool trusted by 7,000+ marketing agencies.
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