Enhance Reports with Custom Comments & Annotations

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.

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 dashboards and reports. Whether it’s sharing strategic recommendations, identifying next steps, or calling out key wins, custom textboxes help you turn static data into a story your clients will actually act on.

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. 

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.