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With a background in content management apps and composable architectures, it's his job to educate readers about the latest developments in the world of marketing data, data warehousing, headless architectures, and federated content platforms.","nikola.g@whatagraph.com","2023-01-20T11:02:48.617Z","2023-08-22T15:37:25.199Z","2023-01-20T11:02:48.616Z","nikola-gemes","https://www.linkedin.com/in/nikola-gemeš-6175ba157/",{"id":424,"name":425,"alternativeText":31,"caption":31,"width":426,"height":427,"formats":428,"hash":438,"ext":430,"mime":433,"size":439,"url":440,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":441,"updatedAt":441},9564,"Nikola Gemeš.jpg",2028,2048,{"thumbnail":429},{"ext":430,"url":431,"hash":432,"mime":433,"name":434,"path":31,"size":435,"width":436,"height":437},".jpg","https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Nikola_Gemes_4ff74c0a62.jpg","thumbnail_Nikola_Gemes_4ff74c0a62","image/jpeg","thumbnail_Nikola Gemeš.jpg",4.01,154,156,"Nikola_Gemes_4ff74c0a62",463.28,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Nikola_Gemes_4ff74c0a62.jpg","2023-02-14T12:19:50.923Z",[443,453,463,473,483,493,502,512,522,531,540,549,558,568,578,588,598,608,617,627,636,646,656,666,675,684,693,703,713,723,733,743,751,761,771,780,790,800,810,820,830,840,850,860,870,880,890,900,910,920,929,939,949,958,968,978,987,997,1007,1017,1026,1036,1046,1055,1064,1074,1083,1093,1103,1113,1123,1133,1143,1153,1163],{"id":444,"title":445,"slug":446,"summary":447,"body":448,"read_time":50,"createdAt":449,"updatedAt":450,"publishedAt":449,"errors":451,"table_of_contents":32,"dateReorder":452},1740,"Google BigQuery Tutorial: The Complete Guide","bigquery-tutorial","\u003Cp>BigQuery has become popular with marketers thanks to its ability to store and analyze data from sources like Google Analytics or Facebook Ads. The aim of this article is to provide a comprehensive BigQuery tutorial. Here you’ll learn what Google BigQuery is, how to set it up, how to use it, and most importantly, why you should use BigQuery in the first place.\u003C/p>","\u003Ch2>What is Google BigQuery?\u003C/h2>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">Google BigQuery\u003C/a> is a fully-managed data warehouse that runs on the Google Cloud and allows users to store and analyze huge datasets.\u003C/p>\u003Cp>Let’s now expand this answer with more accurate definitions. \u003C/p>\u003Ch3>Database\u003C/h3>\u003Cp>BigQuery is a database in the broadest sense. Databases are collections of related data, and BigQuery allows you to store petabytes of data. \u003C/p>\u003Ch3>Cloud-based data warehouse\u003C/h3>\u003Cp>The official title of BigQuery is a \u003Cstrong>serverless data warehouse\u003C/strong>. \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">Data warehouses\u003C/a> are types of data storage where you can not only store structured data from multiple sources but also analyze it. In other words, BigQuery is an analytics database you can use to run queries and get insights from your business data using built-in features like machine learning, geospatial analysis, and business intelligence. \u003C/p>\u003Cp>And to get insights from data coming from diverse sources, you need a data pipeline to transfer your data safely to BigQuery. When designing Whatagraph’s data transfer feature, we had two types of users in mind:\u003C/p>\u003Cul>\u003Cli>Small non-tech teams\u003C/li>\u003Cli>Marketing agencies that handle hundreds of clients, each with their own data stacks\u003C/li>\u003C/ul>\u003Cp>In both cases, teams needed an automated solution that allows them to quickly and effortlessly \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">load data from multiple sources to Google BigQuery\u003C/a>.\u003C/p>\u003Cp>We removed all the coding on the user side, so you can now complete the data transfer process with a few clicks. \u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Columnar storage system\u003C/h3>\u003Cp>BigQuery features a columnar storage system that supports nested and repeated columns as semi-structured data. This is mostly a technical definition that will appeal to data-savvy professionals.\u003C/p>\u003Ch3>Spreadsheet database\u003C/h3>\u003Cp>This is the most basic definition of BigQuery. BigQuery combines the features of both spreadsheet software like Google Sheets, and a database management system like MySQL. \u003C/p>\u003Cp>BigQuery allows you to collaborate with partners, analysts, or other stakeholders in a familiar spreadsheet interface but also to retrieve information from structured datasets. \u003C/p>\u003Ch2>How to set up BigQuery?\u003C/h2>\u003Cp>A big selling point of BigQuery is that it is a cloud service. You don’t have to install any software and worry about compatibility or updates. Google handles the infrastructure, and you only need to set up BigQuery.\u003C/p>\u003Ch3>Step 1: Open the Google Cloud Platform\u003C/h3>\u003Cp>If this is a first-time visit, you need to select your country and agree to the Terms of Service.\u003C/p>\u003Ch3>Step 2: Go to BigQuery\u003C/h3>\u003Cp>You can find it either through the search bar or by selecting it manually in the left menu.\u003C/p>\u003Cp>This is how BigQuery looks when you open it for the first time.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_workspace_275f8e27eb.png\" alt=\"bigquery-workspace.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://blog.coupler.io/bigquery-tutorial/#Why_you_should_use_BigQuery\">Source:\u003C/a>\u003C/p>\u003Ch3>Step 3: Create a project\u003C/h3>\u003Cp>Click the \u003Cstrong>Create Project\u003C/strong> button to start. Name your project, choose an organization, if needed, and click \u003Cstrong>Create\u003C/strong>.\u003C/p>\u003Cp>You’ll get an official welcome window to BigQuery.\u003C/p>\u003Ch2>What is the BigQuery Sandbox?\u003C/h2>\u003Cp>BigQuery Sandbox is a BigQuery initiative that allows you to explore the capabilities of this data warehouse at no cost, to determine whether BigQuery fits your needs.\u003C/p>\u003Cp>Once you start a BigQuery project, you’ll see two messages at the top of the BigQuery console:\u003C/p>\u003Cp>1. Sandbox: Set up billing to upgrade to the full BigQuery experience.\u003C/p>\u003Cp>2. Your free trial is waiting: activate now to get a $300 credit to explore Google Cloud products.\u003C/p>\u003Cp>Sandbox is a free account option that doesn’t require entering payment information. The sandbox gives you 10 GB of active storage and 1 TB of processed query data per month.\u003C/p>\u003Cp>With your sandbox account, your tables expire in 60 days.\u003C/p>\u003Cp>The second banner offers you to activate a free trial. The difference from the sandbox is that once you activate the trial, you’ll need to enter your payment details. Do it, and you get $300 of cloud credits for free.\u003C/p>\u003Cp>For now, you can dismiss both options, because, in this tutorial, we’ll only be using the sandbox option.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>How to use Google BigQuery?\u003C/h2>\u003Ch3>Create a data set\u003C/h3>\u003Cp>First, we’re going to add some data into BigQuery to see how it works.\u003C/p>\u003Cp>1. Click the project you want and then \u003Cstrong>Create Dataset\u003C/strong>.\u003C/p>\u003Cp>2. Assign a Dataset ID. You can enter letters and numbers. If needed, you can select the Data location as well as a table expiration (no longer than 60 days in the sandbox) and encryption. You’ve created a new dataset. Find it by clicking the Expand node button next to your project name.\u003C/p>\u003Cp>3. Create a table. Click the Create Table button, and you have 5 options:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Empty table\u003C/strong>: Create an empty table and fill it manually.\u003C/li>\u003Cli>\u003Cstrong>Google Cloud Storage\u003C/strong>: Import a table from Google Cloud Storage.\u003C/li>\u003Cli>\u003Cstrong>Upload\u003C/strong>: Upload a table from your device in one of the supported formats.\u003C/li>\u003Cli>\u003Cstrong>Drive\u003C/strong>: Import a table from Google Drive (with this option, you can import Google Sheets).\u003C/li>\u003Cli>\u003Cstrong>Google Cloud Bigtable\u003C/strong>: Import a table from Google Cloud Bigtable through the CLI.\u003C/li>\u003C/ul>\u003Ch3>What file formats can you import into BigQuery?\u003C/h3>\u003Cp>You can load your table data into BigQuery in these formats:\u003C/p>\u003Cul>\u003Cli>CSV\u003C/li>\u003Cli>JSONL (JSON lines)\u003C/li>\u003Cli>Avro\u003C/li>\u003Cli>Parquet\u003C/li>\u003Cli>ORC\u003C/li>\u003Cli>Google Sheets ( for Google Drive only)\u003C/li>\u003Cli>Cloud Datastore Backup (only for Google Cloud Storage)\u003C/li>\u003C/ul>\u003Ch3>How to upload CSV data to BigQuery\u003C/h3>\u003Cp>Click the Create table butting and follow these steps:\u003C/p>\u003Cp>1. Choose source — \u003Cstrong>Upload\u003C/strong>\u003C/p>\u003Cp>2. Select file — Click \u003Cstrong>Browse\u003C/strong> and choose the CSV file from your device\u003C/p>\u003Cp>3. File format — Choose CSV, although the system will probably detect the file format\u003C/p>\u003Cp>4. Table name — Name your table\u003C/p>\u003Cp>5. Tick the \u003Cstrong>Auto detect\u003C/strong> checkbox\u003C/p>\u003Cp>6. Click \u003Cstrong>Create table\u003C/strong>\u003C/p>\u003Cp>This is what the basic flow looks like if you're uploading a CSV file from your device.\u003C/p>\u003Cp>This is what your BigQuery table looks like:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_table_54c1b26470.png\" alt=\"bigquery-table.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://blog.coupler.io/bigquery-tutorial/#Why_you_should_use_BigQuery\">Source\u003C/a>\u003C/p>\u003Ch3>How to import data from Google Sheets to BigQuery manually?\u003C/h3>\u003Cp>BigQuery also allows you to upload Google Sheets tables manually. To do this, click the Create table button and:\u003C/p>\u003Cp>1. Choose source — \u003Cstrong>Drive\u003C/strong>\u003C/p>\u003Cp>2. Select Drive URL — Insert the URL of your spreadsheet\u003C/p>\u003Cp>3. File format — Choose Google Sheets\u003C/p>\u003Cp>4. Sheet range — Specify the sheet and data range for import\u003C/p>\u003Cp>5. Table name — Enter the table name\u003C/p>\u003Cp>6. Check the \u003Cstrong>Auto detect\u003C/strong> checkbox\u003C/p>\u003Cp>7. Click \u003Cstrong>Create table\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>Advanced options \u003C/strong>let you skip rows with column values that don’t match the schema, skip a specific number of rows from the top, and select an encryption key.\u003C/p>\u003Cp>BigQuery will import the specified sheet from your spreadsheet.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>How to import data to BigQuery on a schedule?\u003C/h2>\u003Cp>You may have a dataset in Google Sheets you need to load data to BigQuery every day. You can do this manually, or automate the import using Whatagraph.\u003C/p>\u003Ch3>Transfer data to BigQuery with Whatagraph\u003C/h3>\u003Cp>If you need to store data from multiple marketing tools in BigQuery, it makes much more sense to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">use Whatagraph\u003C/a>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/whatagraph_integrations_6b32bc6bf6.png\" alt=\"bigquery-integrations\">\u003C/p>\u003Cp>Let’s say you want to transfer your \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/google-ads\" target=\"_blank\" rel=\"noopener noreferrer\">Google Ads data to BigQuery\u003C/a> for analysis:\u003C/p>\u003Cp>1. Open Whatagraph and click the \u003Cstrong>Data transfer\u003C/strong> tab. Click the \u003Cstrong>Create new transfer button\u003C/strong>.\u003C/p>\u003Cp>2. Enter the Project ID and click \u003Cstrong>Test connection\u003C/strong>. If everything is OK, click \u003Cstrong>Save and continue\u003C/strong>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp>3. Select the integration from the dropdown. Click Google Ads.\u003C/p>\u003Cp>4. Select an account and click \u003Cstrong>Save and continue\u003C/strong>. \u003C/p>\u003Cp>5. Choose the data points and dimensions you want to transfer and click \u003Cstrong>Save and continue\u003C/strong>. \u003C/p>\u003Cp>6. Name your transfer, select frequency, and click \u003Cstrong>Create transfer\u003C/strong>.\u003C/p>\u003Cp>\u003Cstrong>All done! Your data from Google Ads is on its way to BigQuery. \u003C/strong>\u003C/p>\u003Cp>When you click on new transfer details, you get a quick overview of the transfer you’ve just created. \u003C/p>\u003Ch3>How to query tables in BigQuery?\u003C/h3>\u003Cp>BigQuery allows you to query tables in your database using the standard SQL dialect. You can also use non-standard or legacy SQL, but, BigQuery recommends standard SQL.\u003C/p>\u003Cp>If you understand Google Sheets QUERY functions, you should understand how queries work:\u003C/p>\u003Cp>\u003Ci>=query(Deals!A:EU,\"select E, N, T order by T Desc\")\u003C/i>\u003C/p>\u003Cp>\"select E, N, T order by T Desc\" — this query retrieves three columns of the entire data set and orders the results in descending order.\u003C/p>\u003Ch3>How to save queries in BigQuery?\u003C/h3>\u003Cp>Click \u003Cstrong>Save\u003C/strong> => \u003Cstrong>Save Query\u003C/strong> to save your queries for later use.\u003C/p>\u003Cp>In the Save query window, name your query and choose its visibility:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>personal\u003C/strong> — only you can edit the query later on\u003C/li>\u003Cli>\u003Cstrong>project\u003C/strong> — only project members can edit the query\u003C/li>\u003Cli>\u003Cstrong>public\u003C/strong> — the query is available publicly for editing\u003C/li>\u003C/ul>\u003Cp>Click on \u003Cstrong>Save\u003C/strong>.\u003C/p>\u003Ch3>How to schedule queries in BigQuery?\u003C/h3>\u003Cp>Right next to the \u003Cstrong>Save\u003C/strong> button, you’ll find a \u003Cstrong>Schedule\u003C/strong> button you can use to schedule queries.\u003C/p>\u003Cp>So why would you run SQL queries on schedule in the first place?\u003C/p>\u003Cp>There are at least two reasons:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Queries are often huge and take a lot of time to run\u003C/strong>, so you better prepare data in advance.\u003C/li>\u003Cli>\u003Cstrong>Google charges money for data queries\u003C/strong>, so if you can manage to upload data daily, it's better to use already prepared views to query them ad-hoc.\u003C/li>\u003C/ul>\u003Cp>When you click the \u003Cstrong>Schedule\u003C/strong> button, you’ll get a message that you need to enable the BigQuery Data Transfer API first.\u003C/p>\u003Cp>Click Enable API, and you’ll be able to use the Schedule button to create scheduled queries.\u003C/p>\u003Cp>To proceed, click \u003Cstrong>Create new scheduled query\u003C/strong> and define parameters like\u003C/p>\u003Cul>\u003Cli>Name for scheduled query\u003C/li>\u003Cli>Schedule options\u003Cul>\u003Cli>Repeats\u003C/li>\u003Cli>Start date and run time\u003C/li>\u003Cli>End date\u003C/li>\u003C/ul>\u003C/li>\u003Cli>Destination\u003Cul>\u003Cli>Table name \u003C/li>\u003Cli>Write preference\u003Cul>\u003Cli>Overwrite\u003C/li>\u003Cli>Append\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003Cp>You can also set up advanced options and notifications. When you finish setting up, click \u003Cstrong>Schedule\u003C/strong>.\u003Cbr> \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_scheduled_query_ca183482aa.png\" alt=\"bigquery-scheduled-query.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://blog.coupler.io/bigquery-tutorial/#Why_you_should_use_BigQuery\">Source:\u003C/a>\u003C/p>\u003Cp>Now select your Google account to continue to BigQuery Data Transfer Service. \u003C/p>\u003Ch3>How to export queries from BigQuery?\u003C/h3>\u003Cp>Users often need to export the results of their queries outside BigQuery. The common destinations are spreadsheet apps like Google Sheets and Excel, visualization and dashboarding apps like Google Data Studio and Tableau, and other business intelligence tools. \u003C/p>\u003Cp>To export query results, click the Save Results button and select one of the options:\u003C/p>\u003Cul>\u003Cli>CSV file\u003Cul>\u003Cli>Download to your device (up to 16K rows)\u003C/li>\u003Cli>Download to Google Drive (up to 1GB)\u003C/li>\u003C/ul>\u003C/li>\u003Cli>JSON file \u003Cul>\u003Cli>Download to your device (up to 16K rows)\u003C/li>\u003Cli>Download to Google Drive (up to 1GB)\u003C/li>\u003C/ul>\u003C/li>\u003Cli>BigQuery Table\u003C/li>\u003Cli>Google Sheets (up to 16K rows)\u003C/li>\u003Cli>Copy to clipboard (up to 16K rows)\u003C/li>\u003C/ul>\u003Cp>In this case, we’ll choose the BigQuery table option. \u003C/p>\u003Cp>Name your table and choose the project and BigQuery dataset. Click \u003Cstrong>Save\u003C/strong> and you’re all done. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch3>How does BigQuery store data?\u003C/h3>\u003Cp>Traditional relational databases store analytics data in rows. BigQuery, on the other hand, stores big data column by column. This columnar system gives BigQuery very fast output, which is essential for online data analysis. \u003C/p>\u003Ch2>How to visualize a BigQuery dataset?\u003C/h2>\u003Cp>BigQuery is able to analyze large volumes of data with SQL, which is a great format for analysis but is still a bit raw. To \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-data-visualization\" target=\"_blank\" rel=\"noopener noreferrer\">visualize your data\u003C/a>, you can use Whatagraph. \u003C/p>\u003Cp>You can use Whatagraph to visualize any data that is available in your BigQuery account. This not only includes data created by the Whatagraph transfer function but \u003Ca href=\"https://whatagraph.com/visualize-from-any-source\">any data source you may have\u003C/a>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/add_bq_sources_772ed57f00.png\" alt=\"add-bq-sources.png\">\u003C/p>\u003Cp>Just select your BigQuery account, connect your sources, and create report. \u003C/p>\u003Cp>Now you can drag-and-drop dimensions or metrics from your dataset to organize your data display.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bg_visualization_08d7067b23.png\" alt=\"bg-visualization.png\">\u003C/p>\u003Cp>You can use the filter function at the top of your dashboard to filter your dataset to show only a specific area or subset. Drag fields into the filter as you’d drag them into your metrics or dimensions. \u003C/p>\u003Cp>Whatagraph allows you to create calculated fields, plant data together with other data, or use custom functions with custom metrics that you create. \u003C/p>\u003Ch2>Why should you use BigQuery?\u003C/h2>\u003Ch3>No infrastructure management\u003C/h3>\u003Cp>BigQuery has a serverless architecture that is fully managed by Google Cloud which means you don’t have to invest in additional storage and computing power.\u003C/p>\u003Ch3>Analyze data from any source\u003C/h3>\u003Cp>With BigQuery, you don’t have to download your data for analysis. The computer engine and data source are separated so that you can analyze your data from any of your storage choices. You can store and analyze data within BigQuery or use BigQuery to analyze your data where it lives. \u003C/p>\u003Ch3>Familiar interface\u003C/h3>\u003Cp>BigQuery uses a Google Cloud console interface and command-line tool. Data scientists and developers can access client libraries with familiar programming languages, including Python and JavaScript, and BigQuery’s REST API to transform and manage data. \u003C/p>\u003Ch3>Public datasets\u003C/h3>\u003Cp>Explore large, real-world data from the Public Dataset Program. Access over 40 public datasets and integrate them into your applications as needed. Google pays for the storage of these data sets, and you, as the end user, only pay for the queries you perform. \u003C/p>\u003Ch2>BigQuery pricing\u003C/h2>\u003Cp>BigQuery offers both on-demand and flat-rate \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-pricing\" target=\"_blank\" rel=\"noopener noreferrer\">subscription models\u003C/a>. Loading, copying, and exporting data are free, and you only pay for data storage and querying, where it charges the quantity of processed data during each query. \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>By now, you should have the answers every beginner has when coming face to face with a new tool. If you have more questions, stay tuned. In the following articles, we’ll cover other BigQuery-related topics, such as BigQuery SQL syntax and using client libraries to start the BigQuery API in your preferred programming language.\u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Cp> \u003C/p>","2023-01-17T17:52:14.000Z","2025-04-11T10:25:37.674Z","\n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bigquery-workspace.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bigquery-table.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bigquery-datatransfer.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bigquery-scheduled-query.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/add-bq-sources.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bg-visualization.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      ","2023-01-17",{"id":454,"title":455,"slug":456,"summary":457,"body":458,"read_time":270,"createdAt":459,"updatedAt":460,"publishedAt":459,"errors":461,"table_of_contents":32,"dateReorder":462},1741,"BigQuery Analytics — A Complete Overview","bigquery-analytics","\u003Cp>Google BigQuery is the data warehouse component of Google Cloud Platform optimized to run analytic queries on large datasets. Cloud data warehouses help users analyze big data and access it in real time for faster analysis and reporting. You can export data from a Google Analytics 360 account to BigQuery and then use a SQL-like syntax to query all your Analytics data. However, to maximize your data analysis investment, you need to understand its capabilities and how it processes queries.\u003C/p>","\u003Ch2>4 types of analytics workflows\u003C/h2>\u003Cp>BigQuery supports several data analysis workflows:\u003C/p>\u003Ch3>1. Ad hoc analysis\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">BigQuery\u003C/a> uses GoogleStandard SQL that enables ad hoc analysis. Run queries in the Google Cloud console or through a third party that integrates with BigQuery.\u003C/p>\u003Cp>With Google BigQuery, you can run ad hoc, SQL-like queries against data sets with billions of rows. This can be your own data or data someone has shared with you.\u003C/p>\u003Cp>BigQuery is best used for interactive analysis of terabyte datasets to which you can add fresh data.\u003C/p>\u003Cp>Ad hoc functionality is best used for:\u003C/p>\u003Cul>\u003Cli>Reporting on hundreds of millions of sales transactions to understand changes in demand.\u003C/li>\u003Cli>Segmentation analysis of millions of customers to identify individual cohorts for targeted marketing.\u003C/li>\u003Cli>Monitoring dashboards and instant zooming into problem areas.\u003C/li>\u003Cli>Combining different business data types to discover previously invisible correlations.\u003C/li>\u003C/ul>\u003Cp>By analyzing all  BigQuery's qualities, we chose it as the dedicated warehouse for Whatagraph data transfers. \u003C/p>\u003Cp>Our goal was to help small non-tech teams and marketing agencies that handle hundreds of clients complete data transfers from multiple sources to BigQuery with just a few clicks.\u003C/p>\u003Cp>We knew right away that coding on the user side is out of the question, so we created a point-and-click interface. \u003C/p>\u003Cp>For both groups of clients, Whatagraph saves the time needed to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">load data from multiple sources to Google BigQuery\u003C/a>. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>2. Geospatial analysis\u003C/h3>\u003Cp>BigQuery operates \u003Ca href=\"/blog/articles/bigquery-data-types\" target=\"_blank\" rel=\"noopener noreferrer\">geography data types\u003C/a> and Google Standard SQL geography functions to let users visualize and analyze geospatial data. Location information is very important in data warehouses like BigQuery.\u003C/p>\u003Cp>Many critical business decisions revolve around location data. For example, you can record the latitude and longitude of its delivery vehicles or packages over time. You may also record customer transactions and join the data with another table with store location data.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_geo_2a90276794.png\" alt=\"bigquery-geo.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://cloud.google.com/blog/products/data-analytics/whats-happening-bigquery-integrated-machine-learning-maps-and-more\">Source\u003C/a>\u003C/p>\u003Cp>This way, the location data can help you determine when a package is likely to arrive or which customer should receive a package. With geospatial analytics, you can analyze and visualize geospatial data in BigQuery by using geography types and SQL geography functions.\u003C/p>\u003Cp>\u003Cstrong>Limitations\u003C/strong>\u003C/p>\u003Cp>Geospatial analytics has certain limitations:\u003C/p>\u003Cul>\u003Cli>Geography functions are available only in Google Standard SQL\u003C/li>\u003Cli>Only the BigQuery client library for Python supports the GEOGRAPHY data type. For the client libraries, you need to convert GEOGRAPHY values to strings using the ST_ASTEXT or ST_ASGEOJSON function\u003C/li>\u003C/ul>\u003Ch3>3. Machine learning (ML)\u003C/h3>\u003Cp>BigQuery has a built-in machine learning tool called BigQuery ML. It helps data scientists and data analysts create and run ML models on structured and unstructured data directly inside BigQuery, using simple SQL queries. \u003C/p>\u003Cp>BigQuery ML democratizes machine learning by letting SQL users build models using existing SQL tools and skills. At the same time, BigQuery ML speeds up development by eliminating the need to move data.\u003C/p>\u003Cp>You can access BigQuery ML functionality by using:\u003C/p>\u003Cul>\u003Cli>The Google Cloud console\u003C/li>\u003Cli>The bq command-line tool\u003C/li>\u003Cli>The BigQuery REST API\u003C/li>\u003Cli>An external tool, such as a business intelligence platform\u003C/li>\u003C/ul>\u003Cp>Machine learning on large datasets normally requires time-consuming programming and ML framework knowledge. As a result, solution development is limited to a small group of people within each company — excluding data analysts who understand data but have restricted machine learning and programming knowledge.\u003C/p>\u003Cp>BigQuery ML allows data analysis to use machine learning along with existing SQL tools. Analysts can use BigQuery ML to build and evaluate ML models without having to export small amounts of data to spreadsheets or wait for a limited trickle from a data science team.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>4. Business intelligence (BI)\u003C/h3>\u003Cp>BigQuery BI Engine is a fast, in-memory analysis service that lets users create rich, interactive dashboards and reports without sacrificing performance, scalability, security, and fresh data.\u003C/p>\u003Cp>With a big data platform like BigQuery, analysis and business intelligence tools are essential for discovering insights from your data.\u003C/p>\u003Cp>Apart from running queries in BigQuery, you can analyze your data with various analytics and business intelligence tools that integrate with BigQuery:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Whatagraph \u003C/strong>— Offers \u003Ca href=\"https://whatagraph.com/bigquery-dashboard\">interactive dashboards\u003C/a> and visualizations of your BigQuery data. Just select an account, pick the sources, and start reporting.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bg_visualization_7f443c785d.png\" alt=\"whatagraph-visual\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Looker Studio \u003C/strong>— After running a query, you can launch Google’s Looker Studio directly from BigQuery using the Google Cloud console. There you can create visualizations and examine the data yielded from the query. Useful for creating simple graphics, reports, and dashboards.\u003C/li>\u003Cli>\u003Cstrong>Connected Sheets\u003C/strong> — BigQuery also allows you to launch Connected Sheets directly from the console. You can use Connected Sheets to run queries either on your request.\u003C/li>\u003Cli>\u003Cstrong>Looker\u003C/strong> — Google’s enterprise-grade BI platform for BI, data applications, and embedded analytics. Looker works with many data storage solutions, including BigQuery, and it’s useful for advanced data analysis, predictive analysis, and custom data applications. It also lets you connect to transactional databases in other public clouds.\u003C/li>\u003Cli>\u003Cstrong>Data Lineage\u003C/strong> — Lets users track how data moves through their system: where it comes from, where it goes, and what transformations it passes through.\u003C/li>\u003C/ul>\u003Ch2>4 types of data sources\u003C/h2>\u003Cp>BigQuery lets its users query these data source types:\u003C/p>\u003Cp>1. \u003Cstrong>Data stored in BigQuery\u003C/strong> — The data you load into BigQuery for analysis. You can also generate data by writing query results into a table.\u003C/p>\u003Cp>2. \u003Cstrong>External data\u003C/strong> — You can query various external data sources, like other Google Cloud storage services or database services (Cloud Spanner or Cloud SQL).\u003C/p>\u003Cp>3. \u003Cstrong>Multi-cloud data\u003C/strong> — You can query data from other public clouds, such as Amazon Web Services (AWS) or Azure.\u003C/p>\u003Cp>4. \u003Cstrong>Public datasets\u003C/strong> — If you don’t have your own data, you can tap into any of the datasets available in the public dataset marketplace.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>How query jobs work\u003C/h2>\u003Cp>Actions that BigQuery runs on your demand to load, copy, query, and export data are called \u003Cstrong>jobs\u003C/strong>.\u003C/p>\u003Cp>When you use the Google Cloud console or the \u003Ci>bq\u003C/i> tool to perform any of these jobs, BigQuery automatically creates, schedules, and runs a job resource.\u003C/p>\u003Cp>Since jobs can take a long time to complete, they run asynchronously and are often polled for their status.\u003C/p>\u003Cp>Shorter actions, on the other hand, such as listing resources or getting metadata, don’t trigger a job resource.\u003C/p>\u003Cp>Once you load your data into BigQuery, you can query the data using:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Interactive query jobs\u003C/strong> — Default, interactive (on-demand) query jobs that BigQuery runs as soon as possible.\u003C/li>\u003Cli>\u003Cstrong>Batch query jobs\u003C/strong> — On your behalf, BigQuery queues each batch query and starts the query when idle resources are available.\u003C/li>\u003C/ul>\u003Ch2>How to query raw data?\u003C/h2>\u003Cp>The data that comes into BigQuery is raw, hit-level data. In contrast, Google Analytics has a different export schema — its data is session-based and aggregated, which is suitable for tracking simple marketing questions.\u003C/p>\u003Cp>For example, in Google Analytics, you can easily count the number of sessions from a mobile device.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_results_7e828efaf0.png\" alt=\"bigquery-results.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://cloud.google.com/blog/topics/developers-practitioners/bigquery-explained-querying-your-data\">Source:\u003C/a>\u003C/p>\u003Cp>On the other hand, if you need to count the number of video play events across multiple sessions by a specific user, that would be much more challenging to answer.\u003C/p>\u003Cp>That is where BigQuery comes in. Analysts can use the same underlying data as in Google Analytics but have much more customization at their disposal.\u003C/p>\u003Ch2>Benefits of Google BigQuery vs. Google Analytics\u003C/h2>\u003Ch3>No sampling\u003C/h3>\u003Cp>Sampling is one of the most important limitations of the Google Analytics interface. You can see that when running a complicated or customized report or selecting a large data range.\u003C/p>\u003Cp>In those cases, Google extrapolates the data by counting some of it and modeling the rest. In some cases, the resulting data is just an approximation.\u003C/p>\u003Cp>BigQuery, on the other hand, provides a petabyte-scale database, so there’s no need to worry about sampling. Every hit is sent to BigQuery daily and available to query with results in seconds.\u003C/p>\u003Ch3>Focus on users, not sessions\u003C/h3>\u003Cp>Goals and goal funnels in Universal Analytics are session-based. This means you need multiple visits to complete a task. Google Analytics 4 and other event-based analytics tools like Firebase Data have started reducing the session concept to show different attribution views. Still, a BigQuery project could always analyze at the user level.\u003C/p>\u003Cp>You can also attribute actions to any duration — from one hit before conversions to as far back as you track your historical data.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/session_vs_user_0656815376.png\" alt=\"session-vs-user.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://infotrust.com/articles/intro-to-ga4/\">Source\u003C/a>\u003C/p>\u003Cp>This is excellent news for eCommerce-focused companies because, in a real-world scenario, a person might add an item to their cart in one visit and want to complete the purchase in another visit.\u003C/p>\u003Cp>BigQuery allows teams to see purchasing behavior from customers who take more than one session to hit the \u003Ci>Pay\u003C/i> button.\u003C/p>\u003Ch3>Combined dimensions\u003C/h3>\u003Cp>When analyzing database tables in BigQuery, users can query as many columns as they like. This means there’s no need to worry about interface limits. If you want 30 dimensions in the report, you can have them.\u003C/p>\u003Cp>Analysts can also combine different scopes that are difficult to analyze in the Google Analytics interface. For example, you can combine eCommerce data with user-level data to see product interactions by user types.\u003C/p>\u003Cp>However, if you want to mix different data streams, keep in mind that breaking down \u003Ca href=\"/blog/articles/google-analytics-4-api-limits\" target=\"_blank\" rel=\"noopener noreferrer\">Google Analytics data\u003C/a> and building it back up can:\u003C/p>\u003Cul>\u003Cli>Introduce errors or miscalculations\u003C/li>\u003Cli>Cause the metrics to have different definitions than what is calculated in the standard data model.\u003C/li>\u003C/ul>\u003Ch3>Solve issues in hindsight\u003C/h3>\u003Cp>Google Analytics has a specific way of processing data and configuration settings. As it collects data from a business website or app, Google Analytics applies those settings and stores the finished, altered data for later reporting.\u003C/p>\u003Cp>The problem with this is that you can’t go backward and change data in a Google Analytics account.\u003C/p>\u003Cp>But with BigQuery, you can literally rewrite history. If your team has made an error in the past, you can dynamically optimize past queries in BigQuery to solve those issues.\u003C/p>\u003Ch2>BigQuery cost and value\u003C/h2>\u003Cp>Since BigQuery is a managed, serverless warehouse, you only pay for the data and features you use when you use them. The \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-pricing\" target=\"_blank\" rel=\"noopener noreferrer\">pricing\u003C/a> generally boils down to charges for\u003C/p>\u003Cp>\u003Cstrong>Storage\u003C/strong>: Roughly, a website with 10 million hits per month could pay $3 to store 1 year’s worth of data.\u003C/p>\u003Cp>\u003Cstrong>Querying\u003C/strong>: Users pay per terabyte of data queried from the database. Since most businesses don't use more than a terabyte per month, the querying costs will remain in the single digits for most average users.\u003C/p>\u003Cp>If you’re not sure if BigQuery is for you, you can try \u003Ca href=\"/blog/articles/bigquery-tutorial#mcetoc_1gmvvndmc1ead\" target=\"_blank\" rel=\"noopener noreferrer\">BigQuery Sandbox\u003C/a> and explore all the use cases free of charge.\u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>BigQuery offers seamless data connectors into marketing platforms like Google Ads for a holistic view of your business. BigQuery also supports descriptive and predictive analytics. You can use the Google Cloud console to query your data directly to answer a statistical question. On the other hand, if you want to explore BigQuery data visually for trends and anomalies, you can use Whatagraph.\u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>","2023-01-18T13:12:13.000Z","2025-06-17T14:22:15.546Z","\n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bigquery-geo.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bg-visualization.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/bigquery-results.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/session-vs-user.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      ","2023-01-18",{"id":464,"title":465,"slug":466,"summary":467,"body":468,"read_time":270,"createdAt":469,"updatedAt":470,"publishedAt":469,"errors":471,"table_of_contents":32,"dateReorder":472},1803,"Top 7 Google BigQuery Data Visualization Tools for Data-Driven Businesses in 2025","bigquery-data-visualization","\u003Cp>Data visualization and reporting are the core of today’s data-driven enterprises. By implementing data visualization tools, organizations can make big data more accessible to their internal teams, clients, and decision-makers. Serverless data warehouses such as Google BigQuery are an essential component of this system. Luckily, there are plenty of Google BigQuery visualization tools to choose from. Take your pick.\u003C/p>","\u003Ch2>What is BigQuery data visualization?\u003C/h2>\u003Cp>Digital businesses generate a huge amount of data every day, a volume that’s hard to manage in any organization. This is why for the data-driven mode to work, businesses turn to data visualization and reporting. \u003C/p>\u003Cp>Data visualization tools make your collected information easy to understand by generating tables, graphs, widgets, and other visual formats. \u003C/p>\u003Cp>The days of stitching together Google Sheets are gone. \u003C/p>\u003Cp>These \u003Ca href=\"https://whatagraph.com/bigquery-dashboard\">interactive BigQuery visual dashboards\u003C/a> help with not only real-time business decisions but also with strategic planning, drawing from vast datasets accumulated in \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a>. \u003C/p>\u003Ch2>Top 7 BigQuery data visualization tools\u003C/h2>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp>Whatagraph allows you to create highly customizable BigQuery reports in just four steps:\u003C/p>\u003Cp>\u003Cstrong>1. Select your BigQuery account.\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>2. Connect your sources \u003C/strong>— Google Analytics, Google Ads, Facebook Ads, and many more.\u003C/p>\u003Cp>\u003Cstrong>3. Drag and drop \u003C/strong>the metrics and dimensions you want to see.\u003C/p>\u003Cp>Once you create your report, you can change the details like the arrangement of widgets, the colors of the design elements, the logos, even white-label the report, and remove the Whatagraph branding for a more professional look.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bq_report_110fe22952.png\" alt=\"bq-report.png\">\u003C/p>\u003Cp>You can use Whatagraph to \u003Ca href=\"https://whatagraph.com/visualize-from-any-source\">visualize any data available in your BigQuery account\u003C/a>. This not only includes the data created by the Whatagraph transfer function but any other data sources you may have, including public datasets.  \u003C/p>\u003Cp>\u003Cstrong>Whatagraph pricing\u003C/strong>: Three pricing plans are available based on the number of users and data sources. Data transfers to BigQuery charge a flexible fee per transfer per month. \u003C/p>\u003Cp style=\"text-align:justify;\">If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch3>2. Looker Studio\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-review\">Formerly known as Google Data Studio\u003C/a>, this is one of the most popular business intelligence (BI) tools that companies use for actionable reports. Looker Studio’s integration to BigQuery takes mere seconds to set up. \u003C/p>\u003Cp>Looker Studio supports a number of \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-connectors\">data connectors\u003C/a> and is good at scripting languages like Python, but it has a few technical drawbacks. It’s not the best choice for data infrastructure or complex data analytics that involves SQL acrobatics.\u003C/p>\u003Cp>The other drawback is that you need Excel knowledge to combine data and create graphs and tables.\u003C/p>\u003Cp>Other than that, Looker Studio also supports drag-and-drop features and has a user-friendly interface. \u003C/p>\u003Cp>\u003Cstrong>Looker Studio pricing\u003C/strong>: Request a quote to find out. Not transparent.\u003C/p>\u003Ch3>3. Tableau\u003C/h3>\u003Cp>With its many advanced features, Tableau has won many accolades in the past. It’s highly compatible with almost any database and is one of the top choices for data visualization. \u003C/p>\u003Cp>Tableau comes with a highly-interactive dashboard, metadata support, a visual library, different user-level permissions, and the popular drag & drop and easy-to-use features. \u003C/p>\u003Cp>The tool has a handy notification feature that signals if a data connection fails. \u003C/p>\u003Cp>The only drawback is the lack of some functionalities, such as the ability to select dates – you can only drag the date range filter.  \u003C/p>\u003Cp>\u003Cstrong>Tableau pricing\u003C/strong>: $70 a month for the Creator tier. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>4. Hevo Data\u003C/h3>\u003Cp>Hevo Data is a no-code pipeline that helps teams load data from any data source, from Google Drive and others based on Google Cloud Platform (GCP) to MySQL, Cloud Storage, and machine learning apps. \u003C/p>\u003Cp>Hevo can load the data into BigQuery and transform Google BigQuery data into an analysis-ready form using a high-speed streaming API. \u003C/p>\u003Cp>Hevo Data has become an essential tool for teams that depend on BI workflows. \u003C/p>\u003Cp>The data pipeline is completely automated, which means data can be delivered in real time without any loss from source to destination. This feature significantly simplifies the ETL process.  \u003C/p>\u003Cp>\u003Cstrong>Hevo Data pricing\u003C/strong>: The basic plan is free. The Starter package is $239 a month. \u003C/p>\u003Ch3>5. Holistics\u003C/h3>\u003Cp>Holistic is a relatively new self-service BI tool that offers a formidable visualization layer for non-tech users and different use cases. With Holistics, you don’t have to enlist help from a technical team to visualize the results of SQL queries. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/My_Beautiful_Dashboard_2_2_70f5b27fe4.png\" alt=\"My-Beautiful-Dashboard-2-2.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.holistics.io/blog/best-bigquery-visualization-tools/\">Source\u003C/a>\u003C/p>\u003Cp>No one in your marketing team needs to have any knowledge of SQL — just select the relevant metrics and use them to build quick reports using a drag-and-drop feature.  Holistics’ data modeling layer allows users to share essential data in BigQuery and other data warehouses.  \u003C/p>\u003Cp>As a bonus, it can store the materialized query views in BigQuery for visualization and reporting. \u003C/p>\u003Cp>\u003Cstrong>Holistics pricing\u003C/strong>: The Entry tier costs $150 a month. \u003C/p>\u003Ch3>6. PowerBI\u003C/h3>\u003Cp>An immensely popular business intelligence tool developed by Microsoft, PowerBI provides \u003Ca href=\"https://whatagraph.com/blog/articles/data-visualization-tools\">interactive data visualizations\u003C/a> through a user-friendly interface. This BigQuery data visualization tool helps businesses keep their data at one location and optimize a data-driven culture using a variety of smart tools.\u003C/p>\u003Cp>PowerBI also features a powerful self-service analytics option at an enterprise scale.  The main drawback is that the BI tool supports data modeling only with a Windows Desktop. \u003C/p>\u003Cp>\u003Cstrong>PowerBi pricing\u003C/strong>: £15.10 per user a month. \u003C/p>\u003Ch3>7. QlikView\u003C/h3>\u003Cp>Simple and intuitive to use, QlikView is a popular solution for data integration, transforming raw data to the knowledge base, and analysis. This platform enables fast integration, collaboration, and consistent reporting while maintaining automatic Data Association. \u003C/p>\u003Cp>QlikView is a window-only dashboard with a memory-resident app. This makes it highly-cost effective for businesses that need a scalable solution for quick decision-making. \u003C/p>\u003Cp>\u003Cstrong>QlikView pricing\u003C/strong>: $39 per user a month for the basic Business tier. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>These are the seven top-of-the-line Google BigQuery data visualization tools used by marketing teams who prepare their reports using rich data. \u003C/p>\u003Cp>All of these tools have free trials, which you can compare to see which one meets your day-to-day demands, as well as what you get for your money. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>","2023-01-27T21:13:11.000Z","2025-06-27T12:18:26.689Z","\n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/Screenshot 2023-01-27 at 17.55.29.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/My-Beautiful-Dashboard-2-2.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      ","2023-01-27",{"id":474,"title":475,"slug":476,"summary":477,"body":478,"read_time":270,"createdAt":479,"updatedAt":480,"publishedAt":479,"errors":481,"table_of_contents":32,"dateReorder":482},1804,"Google BigQuery Pricing: How Much Does BigQuery Cost?","bigquery-pricing","\u003Cp>BigQuery allows you to focus on getting insights from your big data instead of managing your physical infrastructure. However, taking into account the vast capabilities of this data warehouse, you need to pay attention to your costs. Let’s break apart BigQuery’s pricing model and help you choose the services that meet your needs.\u003C/p>","\u003Ch2>What is Google BigQuery? \u003C/h2>\u003Cp>\u003Ca href=\"/blog/articles/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">Google BigQuery\u003C/a> is a fully-managed serverless data warehouse based on the Google Cloud Platform that allows users to store and query petabytes of data within minutes. BigQuery uses the standard SQL and has machine learning capabilities. \u003C/p>\u003Cp>When we chose BigQuery as the dedicated data warehouse for Whatagraph’s data transfer feature, we knew we had to achieve similar speed and efficiency on our part. \u003C/p>\u003Cp>Our goal was to help people with little or no tech knowledge like:\u003C/p>\u003Cul>\u003Cli>Small startup teams\u003C/li>\u003Cli>Marketing agencies that handle hundreds of clients, each with their own data stacks\u003C/li>\u003C/ul>\u003Cp>complete data transfers with only a few clicks.\u003C/p>\u003Cp>Since no coding is needed, Whatagraph saves the time needed to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">load data from multiple sources to Google BigQuery\u003C/a>.\u003C/p>\u003Ch2>Google BigQuery cost: two main factors\u003C/h2>\u003Cp>Two major factors determine your costs as an end-user — \u003Cstrong>storage\u003C/strong> and \u003Cstrong>analysis\u003C/strong>. \u003C/p>\u003Cp>Let’s take a closer look at what each of them includes. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Google BigQuery storage costs\u003C/h3>\u003Cp>Storage costs are what BigQuery charges for storing your business data. There are charges for both active storage and long-term storage. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Active storage\u003C/strong>: Tables and partitions that have been updated in the past 90 days. At the moment, BigQuery has a fixed monthly fee of $0.02 per GB of stored data. \u003C/li>\u003Cli>\u003Cstrong>Long-term storage\u003C/strong>: Tables and partitions that haven’t been updated within the last 90 days. After 90 days, the storage cost drops by 50%, from $0.02 to $0.01 per GB per month. \u003C/li>\u003C/ul>\u003Cp>In terms of performance, security, and availability, there are no differences between active and long-term storage. \u003C/p>\u003Cp>\u003Cstrong>So what does it cost to store data in BigQuery?\u003C/strong>\u003C/p>\u003Cp>Storage costs depend on the total amount of data you put into BigQuery. Here’s how much space different \u003Ca href=\"/blog/articles/bigquery-data-types\">BigQuery data types\u003C/a> take.\u003C/p>\u003Cfigure class=\"table\" style=\"width:100.29154518950438%;\">\u003Ctable style=\"border-color:#000000;border-style:solid;\">\u003Ctbody>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">\u003Cstrong>Data type\u003C/strong>\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">\u003Cstrong>Size\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">INT64\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">8 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">FLOAT\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">8 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">NUMERIC\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">16 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">Bool\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">1 byte\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">STRING\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">2 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">Date\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">8 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">Datatime\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">8 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">Time\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">8 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">Timestamp\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">8 bytes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.48979591836735%;\">Interval\u003C/td>\u003Ctd style=\"width:49.48979591836735%;\">16 bytes\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Cstrong>BigQuery cost per 1 GB\u003C/strong>\u003C/p>\u003Cp>BigQuery keeps your data in active storage for $0.02 per GB per month. So if you keep a 200GB table for one month, you’ll pay just $4. \u003C/p>\u003Cp>But, with the free 10GB every month, you’’ get a total of 210GB for $4.\u003C/p>\u003Cp>Long-term storage costs even less than active storage. A 200GB table will cost $2 for one month. If you update the table, it becomes active storage, and the 90-day period resets.\u003C/p>\u003Cfigure class=\"table\" style=\"height:90px;width:100%;\">\u003Ctable style=\"border-color:#000000;border-style:solid;\">\u003Ctbody>\u003Ctr>\u003Ctd style=\"height:18px;width:32.84894314868805%;\">Type of storage\u003C/td>\u003Ctd style=\"height:18px;width:32.84894314868805%;\">Price\u003C/td>\u003Ctd style=\"height:18px;width:32.84894314868805%;\">Free tier\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"height:36px;width:32.84894314868805%;\">Active storage\u003C/td>\u003Ctd style=\"height:36px;width:32.84894314868805%;\">$0.02 per GB\u003C/td>\u003Ctd style=\"height:36px;width:32.84894314868805%;\">The first 10 GB are free each month\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"height:36px;width:32.84894314868805%;\">Long-term storage\u003C/td>\u003Ctd style=\"height:36px;width:32.84894314868805%;\">$0.01 per GB\u003C/td>\u003Ctd style=\"height:36px;width:32.84894314868805%;\">The first 10 GB are free each month\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Keep in mind that the storage pricing varies by location. For example, choosing South Asia as a storage location costs $0.023, while using the US or EU costs $0.02 per GB of data.   \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>Google BigQuery analysis costs\u003C/h2>\u003Cp>Analysis costs include the cost of \u003Ca href=\"/blog/articles/bigquery-analytics\">running queries\u003C/a>, including SQL queries, user-defined functions, and scripts. \u003C/p>\u003Cp>When it comes to executing queries, BigQuery has two distinct price levels:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>On-demand pricing\u003C/strong>: You pay based on the size of each query and the number of bytes handled by each query. You’re not charged if the query fails. The first terabyte of processed query data each month is free of charge. \u003C/li>\u003Cli>\u003Cstrong>Flat-rate pricing\u003C/strong>: You pay a set fee no matter how much data your queries handle. This is the best option for users who need a fixed monthly fee within a set spending limit. \u003C/li>\u003C/ul>\u003Cp>You can access flat-rate query pricing by purchasing BigQuery slots — virtual CPUs that BigQuery uses to execute SQL queries. \u003C/p>\u003Cp>The slot capacity you buy dictates the query processing power reserved for all your queries at any given time. \u003C/p>\u003Cp>If your requests overflow your dedicated capacity, BigQuery queues individual work units and waits for slots to become available.\u003C/p>\u003Cp>Slots figure both in flat-rate and on-demand pricing models and flat-rate pricing. However, the flat-rate model gives you specific control over slots and analytics capacity. \u003C/p>\u003Ch2>How to know how much you will pay for Google BigQuery? \u003C/h2>\u003Cp>Now that you know how much BigQuery charges for data storage and query costs, let’s estimate your actual expenses for those activities. Let’s begin with calculating your query and storage costs. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>How to calculate Google BigQuery query costs?\u003C/h3>\u003Cp>To estimate costs for different use cases, you can use one of the following techniques: \u003C/p>\u003Cul>\u003Cli>The query validator in the cloud console. It shows how many bytes the query will process. \u003C/li>\u003Cli>The \u003Ci>-dry run\u003C/i> option in the BigQuery command-line tool — Use the \u003Ci>-dry run flag\u003C/i> to estimate the number of bytes read when using the command-line tool or \u003Ci>-dry run\u003C/i> when working with API or client libraries. \u003C/li>\u003Cli>The Google Cloud Platform (GCP) Pricing Calculator — Google’s tool for estimating how much money you’ll spend on the resources you need. \u003C/li>\u003C/ul>\u003Cp>Using the BigQuery cost calculator.\u003C/p>\u003Cp>\u003Cstrong>On-demand pricing\u003C/strong>: \u003C/p>\u003Col>\u003Cli>Go to the main page of your BigQuery console\u003C/li>\u003Cli>Enter a query, and the query validator estimates how many bytes it will process\u003C/li>\u003Cli>Access the GCP Pricing Calculator.\u003C/li>\u003Cli>Choose BigQuery as your product and on-demand pricing method\u003C/li>\u003Cli>Fill in the on-screen form with all the necessary information\u003C/li>\u003C/ol>\u003Cp>\u003Cstrong>Flat-rate pricing\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Repeat the steps above and pick flat-rate pricing in the GCP calculator.\u003C/li>\u003C/ul>\u003Cp>Keep in mind that the costs estimated by the methods above may differ from the actual expenses for two reasons:\u003C/p>\u003Cul>\u003Cli>A query clause that performs data filtering, such as a \u003Ci>WHERE,\u003C/i> might significantly reduce the amount of data read.\u003C/li>\u003Cli>Additional or deleted data might alter the number of bytes when the actual query is performed. \u003C/li>\u003C/ul>\u003Ch2>How to estimate BigQuery storage and query costs?\u003C/h2>\u003Cp>Factors that impact your BigQuery storage and query costs are:\u003C/p>\u003Cul>\u003Cli>Number of users\u003C/li>\u003Cli>Number of queries\u003C/li>\u003Cli>Average data usage\u003C/li>\u003C/ul>\u003Cp>For example, let’s say you have a dataset that you want to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/google-ads\">move from Google Ads into BigQuery using Whatagraph\u003C/a>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp>The dataset is used by 7 users per day, each running 4 queries per day, with average data usage of 3GB per query. We’re going to calculate the cost per month, which has 30 days. \u003C/p>\u003Cp>\u003Cstrong>Monthly query data used = 7 × 4 × 3GB × 30 = 2,520GB = 2.5 terabytes \u003C/strong>\u003C/p>\u003Cp>To calculate the BigQuery storage price, with query data of 2.5TB per month, we need the storage price, which is $20 per 1TB at the time of writing.\u003C/p>\u003Cp>Multiply 2.5TB by $20, and you get the monthly storage cost. \u003C/p>\u003Cp>\u003Cstrong>2.5 × 20 = $50\u003C/strong>\u003C/p>\u003Cp>To calculate on-demand query pricing using the same query data, the price is $5 for 1TB. So multiply 2.5TB by $5 to get the monthly cost for on-demand queries. \u003C/p>\u003Cp>\u003Cstrong>2.5 × 5 = $12.5\u003C/strong>\u003C/p>\u003Ch2>BigQuery import data costs\u003C/h2>\u003Ch3>Data ingestion\u003C/h3>\u003Cp>BigQuery has two data ingestion methods:\u003C/p>\u003Cul>\u003Cli>You load data into one or more BigQuery tables in a single batch\u003C/li>\u003Cli>You stream one record at a time or in tiny batches. \u003C/li>\u003C/ul>\u003Ch3>Data extraction \u003C/h3>\u003Cp>BigQuery has two data extraction methods: \u003C/p>\u003Cul>\u003Cli>Export data from tables to Cloud Storage in bulk.\u003C/li>\u003Cli>Stream exports of table data using the Storage Read API.  \u003C/li>\u003C/ul>\u003Cp>Bulk imports into BigQuery and exporting data from BigQuery don’t cost anything by default, as these tasks use a shared resource pool. \u003C/p>\u003Ch2>BigQuery API costs\u003C/h2>\u003Cp>The Storage Read API uses the on-demand pricing model, with all customers reconvening a complimentary tier of 300TB per month. \u003C/p>\u003Cp>However, you’re charged per-data-read in bytes from temporary tables, as they don't belong to the 300TB free tier. \u003C/p>\u003Ch2>How to optimize your BigQuery costs?\u003C/h2>\u003Cp>If you’re on the on-demand pricing model, there are ways to cut down on the amount of data a query needs without compromising performance. \u003C/p>\u003Cp>The same is true with flat-rate pricing. No matter how many flex slots you buy — you can optimize your queries and cut down on slot use. \u003C/p>\u003Ch3>BigQuery clustering\u003C/h3>\u003Cp>By clustering and partitioning, you can reduce the amount of data processed by queries. \u003C/p>\u003Cp>To limit the number of partitions scanned when querying clustered or partitioned tables, use a predicate filter.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/classic_vs_partitioned_e8f18cb709.png\" alt=\"classic-vs-partitioned.png\">\u003C/p>\u003Cp>This way, you execute queries on subsets of data relevant to your query and reduce the query cost. \u003C/p>\u003Ch3>BigQuery custom cost control\u003C/h3>\u003Cp>If your BigQuery account has many projects and users, you can control expenses by setting a custom quota e limit — the amount of query data users can process each day. \u003C/p>\u003Cp>Custom quotas restrict the total amount of data that all users switching that project may use. You can also add custom user quotas to individual users or service accounts within a project. \u003C/p>\u003Ch2>Can you stream data into BigQuery free of charge?\u003C/h2>\u003Cp>No, you can’t. Streaming data into BigQuery comes with a fee, so you should use streaming inserts only when you need to access your data quickly. However, you can load data into BigQuery for free. \u003C/p>\u003Cp>Unless you need to access your data instantly, it’s always better to load it than to stream it. \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>BigQuery pricing for warehousing services is not one-size-fits-all, so you can easily find the most cost-effective model.  \u003C/p>\u003Cp>Whether you import data from your sources using Whatagraph or using one of BigQuery’s multiple integrations, it pays to know how to optimize BigQuery Costs. \u003C/p>\u003Cp>With Whatagraph, you can load your data into \u003Ca href=\"https://whatagraph.com/bigquery-dashboard\">BigQuery dashboard\u003C/a> and create insightful data visualizations from any data source with only a few clicks.  \u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>","2023-01-24T20:08:54.000Z","2025-05-28T16:10:49.433Z","\n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/ga-to-bq-whatagraph.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/classic-vs-partitioned.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      ","2023-01-24",{"id":484,"title":485,"slug":486,"summary":487,"body":488,"read_time":42,"createdAt":489,"updatedAt":490,"publishedAt":491,"errors":31,"table_of_contents":32,"dateReorder":492},1818,"ETL Data Transformation Process: The Step-By-Step Guide","etl-data-transformation","\u003Cp style=\"text-align:justify;\">In today’s fast-paced information age, businesses can’t afford to make poor decisions based on unreliable data. Aggregating and structuring data coming from different sources has become a much less laborious job thanks to the ETL data transformation process.\u003C/p>\u003Cp style=\"text-align:justify;\">Today, we’ll tell you all you need to know about ETL — what it contains, what types of data transformation exist, and how to choose the right data transformation tool.\u003Cbr> \u003C/p>","\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2 style=\"text-align:justify;\">What is the ETL data transformation process? \u003C/h2>\u003Cp style=\"text-align:justify;\">The data transformation process is part of an ETL process (extract, transform, load) that prepares data for analysis. This includes cleaning the data, such as removing duplicates, filling in NULL values, and reshaping and computing new dimensions and metrics. \u003C/p>\u003Cp style=\"text-align:justify;\">In a \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-modeling\">typical ETL\u003C/a> workflow, data transformation is the stage that follows data extraction — a process where raw data is extracted from \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-sources\">various data sources\u003C/a> to the staging area. \u003C/p>\u003Cp>After data is transformed, it is loaded into its data store. This can be a target database, \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">data warehouse\u003C/a>, data lake, or even multiple destinations. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/etl_process_c1985ef409.png\" alt=\"etl-process\">\u003C/p>\u003Cp style=\"text-align:justify;\">Cleaned data is often loaded into business intelligence (BI) tools for visualization and analysis by users who don’t need any tech skills. \u003C/p>\u003Cp style=\"text-align:justify;\">The transformed data can also be used as a source for machine learning workflows or other data analytics uses.  \u003C/p>\u003Cp>When designing Whatagraph, we wanted to achieve two things:\u003C/p>\u003Cul style=\"list-style-type:disc;\">\u003Cli>Offer a hassle data transfer service\u003C/li>\u003Cli>Provide effortless reporting on stored data\u003C/li>\u003C/ul>\u003Cp>We simplified both processes to the point-and-click level so anyone can complete them. \u003C/p>\u003Cp>Whatagraph not only saves the time needed to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">load data from multiple sources to Google BigQuery\u003C/a>, but also allows you to generate beautiful interactive reports with only a few clicks.    \u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Cp style=\"text-align:justify;\">But first, let’s explain how the ETL process works.\u003C/p>\u003Ch3 style=\"text-align:justify;\">Extraction \u003C/h3>\u003Cp style=\"text-align:justify;\">Before data can be moved to a new destination, it must be extracted from various sources and data analysis tools. In the first step of the ETL process, structured and unstructured data is consolidated into a single data repository. Data sets can be extracted from a range of sources, including the following:\u003Cbr> \u003C/p>\u003Cul>\u003Cli>Existing databases and legacy systems\u003C/li>\u003Cli>Cloud, on-premises, and hybrid environments\u003C/li>\u003Cli>Sales and marketing apps\u003C/li>\u003Cli>Mobile apps\u003C/li>\u003Cli>CRM systems\u003C/li>\u003Cli>Relational databases\u003C/li>\u003C/ul>\u003Cp style=\"text-align:justify;\">This stage was traditionally performed manually by data engineers and was time-intensive and prone to errors. \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehouse-etl-tools\">ETL tools\u003C/a> now automate the entire process, giving way to more reliable data management.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3 style=\"text-align:justify;\">Transformation\u003C/h3>\u003Cp style=\"text-align:justify;\">In this stage of the ETL process, data is subjected to a matrix of rules and regulations that ensure data quality and accessibility. The \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-transformation\">data transformation process\u003C/a> consists of several sub-processes like cleansing and deduplication, which we’ll cover in more detail below. \u003Cbr> \u003C/p>\u003Cp style=\"text-align:justify;\">Transformation is probably the most important part of the ETL process. It improves data integrity, removes duplicates, and standardizes the data so it arrives at its new destination fully compatible and ready to use. \u003C/p>\u003Ch3 style=\"text-align:justify;\">Loading\u003C/h3>\u003Cp style=\"text-align:justify;\">The final step in the ETL process is to load the newly transformed data into a new destination, for example, a cloud-based data warehouse like \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">Google BigQuery\u003C/a>, Snowflake, or Amazon Redshift.  \u003C/p>\u003Cp style=\"text-align:justify;\">Data can be loaded to a data warehouse at once — full load or at scheduled intervals incremental load. \u003C/p>\u003Cp style=\"text-align:justify;\">You can make the load process smoother and more efficient by using a \u003Ca href=\"https://whatagraph.com/blog/articles/data-pipeline\" target=\"_blank\" rel=\"noopener noreferrer\">data pipeline\u003C/a>. In these systems, different datasets can be extracted, transformed, and loaded at the same time. \u003C/p>\u003Cp style=\"text-align:justify;\">For example, an incoming data set is transformed, and during that time, new data is extracted. As the transformed data is loaded into the data warehouse, the extracted data is transformed in real-time. \u003C/p>\u003Cp style=\"text-align:justify;\">Whatagraph is an automated data pipeline that helps business users load data from multiple marketing data sources to BigQuery. \u003C/p>\u003Cp style=\"text-align:justify;\">Our data transfer service eliminates much of the manual work, allowing you to complete the data transfer in just four steps:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>Choose the integration\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp style=\"text-align:justify;\">In the last stage, you can also set the schedule — when and how often you want your data to move to BigQuery. \u003C/p>\u003Cp style=\"text-align:justify;\">Whatagraph is a tool that grows with your business needs. \u003C/p>\u003Cp>For the moment, you might be content with insights you draw from your \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/instagram-business/\" target=\"_blank\" rel=\"noopener noreferrer\">Instagram business account\u003C/a> but when you need more connectors, Whatagraph scales up to deliver.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp style=\"text-align:justify;\">When you need a report on your BigQuery data, Whatagraph helps you create \u003Ca href=\"https://whatagraph.com/drag-and-drop-report-builder\">drag-and-drop dashboards\u003C/a> that you can fully customize with different graphs, tables, and color schemes.\u003C/p>\u003Ch2 style=\"text-align:justify;\">ETL vs. ELT\u003C/h2>\u003Cp style=\"text-align:justify;\">As we’ve just seen ETL tools extract and transform large volumes of data from different sources before loading it into a data warehouse. \u003C/p>\u003Cp style=\"text-align:justify;\">However, with the advent of powerful cloud data warehouses, there’s less need for data cleanup before loading it.\u003C/p>\u003Cp style=\"text-align:justify;\">The cloud has enabled an ETL architecture that has two steps different from the ETL pipeline. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Extract\u003C/strong>: Extract data from multiple sources and connectors. \u003C/li>\u003Cli>\u003Cstrong>Load\u003C/strong>: Load data into the data warehouse.\u003C/li>\u003Cli>\u003Cstrong>Transform\u003C/strong>: Transform it using the power and scalability of the target cloud platform as needed. \u003C/li>\u003C/ul>\u003Cp style=\"text-align:justify;\">In ELT pipelines, raw data is extracted from the source system and loaded into the warehouse. Data loading takes place before transformation, which speeds up the process.\u003C/p>\u003Cp style=\"text-align:justify;\">However, both architectures have their advantages and disadvantages, but generally:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>ETL\u003C/strong> is better suited for smaller data pipelines when you need structured data that is suitable for analysis and visualization.\u003Cbr> \u003C/li>\u003Cli>\u003Cstrong>ELT\u003C/strong> is better suited for big data operations where data scientists need to access raw data and prepare it for further assessment. \u003C/li>\u003C/ul>\u003Ch2 style=\"text-align:justify;\">10 common types of data transformation\u003C/h2>\u003Cp style=\"text-align:justify;\">There are many ways to cleanse source data before you can load it into a data warehouse. These are the ones most commonly used.\u003C/p>\u003Cp>\u003Cstrong>1. Data filtering\u003C/strong>: The simplest of all transformations. This process filters rows and columns before saving or inserting data into the data storage. \u003C/p>\u003Cp>\u003Cstrong>2. \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-mapping/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Data mapping\u003C/strong>\u003C/a>: Another common type of data transformation that takes one data input and changes it to its equivalent in a unified format. It can unify capitalizations, convert strings to the same encoding standards, sync date, and time values, etc.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_mapping_36aa100a38.png\" alt=\"data-mapping\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.softwaretestinghelp.com/data-mapping-tools/\">Source\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>3. Data deduplication\u003C/strong>: Deduplication is a data processing step that removes duplicate data before inserting it into the data warehouse. \u003C/p>\u003Cp>\u003Cstrong>4. Derived variables\u003C/strong>: Derived variables compute attributes from other data points and variables. For example, a column may compute entries from other rows and columns. \u003C/p>\u003Cp>\u003Cstrong>5. Data sorting\u003C/strong>: Before loading data, you can sort it by date or other criteria, so it’s easier to find via search.\u003C/p>\u003Cp>\u003Cstrong>6. Data joining\u003C/strong>: This step merges related data elements that are collected from multiple data sources. For example, you can join spend data from \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/facebook-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">Facebook Ads\u003C/a>, \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/google-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">Google Ads\u003C/a>, and \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/linkedin-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">LinkedIn Ads\u003C/a> into a single table. Whatagraph allows you to instantly pull data from most popular marketing data sources using pre-built connectors. \u003C/p>\u003Cp>\u003Cstrong>7. Data aggregating\u003C/strong>: Aggregation picks a relevant dimension and groups metrics across that dimension. For example, it can compute the total number of new customers (group metrics) on each date (dimension).\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_aggregation_399923a941.png\" alt=\"data-aggregation.png\">\u003C/p>\u003Cp>\u003Cstrong>8. Data splitting\u003C/strong>: When working with unstructured and semi-structured target data like strings, JSON, XML, or flat files, you need to split the data before saving it into a table. For example, when you get a customer address in the form of a string, before you save it into the customer table, you split it into columns for the street, city, zip code, etc. \u003C/p>\u003Cp>\u003Cstrong>9. Data validation\u003C/strong>: They can be either simple or complex. For example, if the first three columns in a row are empty, you can reject the row from processing. \u003C/p>\u003Cp>\u003Cstrong>10. Data integration\u003C/strong>: This step gives each unique data element one standard name with a standard definition. \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">Integrating data\u003C/a> from different systems allow teams to access and use it. \u003Cbr> \u003C/p>\u003Ch2 style=\"text-align:justify;\">Choose the right data transformation type in 3 steps\u003C/h2>\u003Cp style=\"text-align:justify;\">The choice of transformation type depends on your business rules and needs. \u003C/p>\u003Cp style=\"text-align:justify;\">Here are three steps to get you on the right track:\u003C/p>\u003Cp>\u003Cstrong>1. Identify the target tables schema\u003C/strong>\u003C/p>\u003Cp>Get a list of tables and their schemas (columns, possible values, etc) of how the data would ideally look once it’s cleaned and loaded into the data warehouse. \u003C/p>\u003Cp>\u003Cstrong>2. Record the gap between target and incoming data\u003C/strong>\u003C/p>\u003Cp>Compare and contrast the ideal target state with the raw data you collected in the extraction step. Try to spot out what transformation types you’d need to convert the raw data into the structured data. \u003C/p>\u003Cp>\u003Cstrong>3. Implement the changes\u003C/strong>\u003C/p>\u003Cp>Validate the transformations before putting them on autopilot with your ETL tool of choice. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch2 style=\"text-align:justify;\">Let’s get that data prepared\u003C/h2>\u003Cp style=\"text-align:justify;\">The ETL process is an essential part of data warehousing, and the “T” for “transformation” in its name is by all means the most important step. \u003C/p>\u003Cp style=\"text-align:justify;\">But with huge amounts of data pouring in from all sides, you need a tool that will load this data to a data warehouse quickly and effortlessly. \u003C/p>\u003Cp style=\"text-align:justify;\">But why stop there? Why not automate the whole process?\u003C/p>\u003Cp style=\"text-align:justify;\">Whatagraph allows you to set up data transfers to BigQuery in just three steps and then schedule the task so you can write it off your list. \u003C/p>","2023-02-14T11:50:21.739Z","2025-05-20T17:15:46.249Z","2023-02-14T11:53:34.030Z","2023-02-14",{"id":494,"title":495,"slug":496,"summary":497,"body":498,"read_time":42,"createdAt":499,"updatedAt":500,"publishedAt":501,"errors":31,"table_of_contents":32,"dateReorder":492},1820,"ETL for Data Migration: The Ultimate Guide","etl-data-migration","\u003Cp>You’d be pressed hard to find an online business that doesn't depend on at least one data platform. So when the time comes to upgrade to a more capable solution, you can’t just delete the data and start from scratch. You need to migrate data into a new environment without any loss. \u003C/p>\u003Cp>That’s when ETL data migration enters the fray.\u003C/p>","\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>What is data migration in ETL?\u003C/h2>\u003Cp>ETL data migration is the process of moving data from one source to another by extracting (E), transforming (T), and loading (L) data into target storage, typically a \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\">data warehouse\u003C/a>. The process changes the data to meet specific rules and requirements. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/etl_process_c1985ef409.png\" alt=\"etl-process\">\u003C/p>\u003Cp>When designing Whatagraph’s data migration feature, we wanted to automate all those adjustments. \u003C/p>\u003Cp>This way small non-tech teams and marketing agencies that handle hundreds of clients can save the time needed to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">load data from multiple sources to Google BigQuery\u003C/a>.\u003C/p>\u003Cp>As a matter of fact, our data transfer process takes only a few clicks to complete, so anyone can do it. \u003C/p>\u003Cp>No code knowledge or data engineering is required.   \u003C/p>\u003Ch2>ETL vs. data migration vs. data integration\u003C/h2>\u003Ch3>ETL\u003C/h3>\u003Cp>This three-step process is useful when you want to move data from multiple sources into a data lake or cloud data warehouses like Snowflake, Microsoft Azure, \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">Google BigQuery\u003C/a>, and Amazon Redshift data warehouse. \u003C/p>\u003Cp>ETL process and data migration are somewhat related because they both involve data extraction and moving data from one source to another. However, data migration doesn’t include changing the format, while ETL does. That’s why there’s the word “transform” in its name.\u003C/p>\u003Cp>Both ETL and data migration are used when businesses need to move the information they have, but data integration doesn’t transform data. \u003C/p>\u003Cp>The \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-transformation\" target=\"_blank\" rel=\"noopener noreferrer\">data transformation aspect\u003C/a> is the most important part of the ETL. To run analyses and draw actionable insights, data formats need to be standardized. This includes deduplication (eliminating redundant data), \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-mapping/\" target=\"_blank\" rel=\"noopener noreferrer\">data mapping\u003C/a>, data cleansing, verification, sorting, etc. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Data migration\u003C/h3>\u003Cp>Data migration is the process of moving data and metadata from a source system to a new system. In the context of ETL, data migration involves at least the extract and load steps, while it can also undergo minimum transformations, after which it can be loaded into a target system. \u003C/p>\u003Cp>Organizations resort to data migrations for several reasons. They might need to overhaul an entire system, move from legacy systems to modern architectures, upgrade datasets, set up a new data warehouse, or merge new data from an acquisition. Data migration is also needed when deploying another system that exists alongside existing applications. \u003C/p>\u003Ch3>Data integration\u003C/h3>\u003Cp>Data integration refers to the process of \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">combining data from different sources\u003C/a>, such as on-premise and external systems and applications, into a single unified view for the purposes of more efficient data management, extracting meaningful information, and gaining actionable business intelligence.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_integration_13c5e9d6d0.png\" alt=\"data-integration.png\">\u003C/p>\u003Cp>Data integration is an essential part of the \u003Ca href=\"https://whatagraph.com/blog/articles/data-pipeline\" target=\"_blank\" rel=\"noopener noreferrer\">ETL data pipeline\u003C/a> and includes data ingestion, data processing, transformation, and storage. The data integration process improves an organization’s data quality over time. \u003C/p>\u003Ch3>ETL data migration\u003C/h3>\u003Cp>ETL data migration is a cycle of extracting data from various sources, changing the data according to business requirements, and loading it into a target data set. It involves migrating information from one framework to another and making adjustments necessary for the user application.\u003C/p>\u003Ch2>The data migration process in ETL in 6 steps\u003C/h2>\u003Ch3>Step 1: Scope the project\u003C/h3>\u003Cp>Scoping the project comes in handy either when you haven’t conducted a data migration before or the parameters of the project are unclear. \u003C/p>\u003Cp>Draw up a plan that addresses critical areas of the project structure before the project starts. You should include:\u003C/p>\u003Cul>\u003Cli>Stakeholders and their required deliverables\u003C/li>\u003Cli>System and migration expertise\u003C/li>\u003Cli>Communication plans and reporting requirements\u003C/li>\u003Cli>Budgets and deadlines\u003C/li>\u003C/ul>\u003Cp>If you’re using an external provider to run the project, make sure to be clear about your own dataset because they might change requirements and incur additional fees. \u003C/p>\u003Cp>Also, be clear about the size of the project and get a clear understanding of its scope before agreeing on costs with a supplier. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Step 2: Evaluate the resources\u003C/h3>\u003Cp>If you want a staged, well-managed and robust approach to data migration, you need a clear method. Assess the project and core migration process and consider incorporating standards into your project. \u003C/p>\u003Cp>You can use these standards to identify problem areas early on and make sure you don’t head into the final stages with multiple issues to sort out.\u003C/p>\u003Cp>For example, you need to evaluate the \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehouse-etl-tools\">ETL tools\u003C/a> available for data migration. Apart from the features, you need to ask: \u003C/p>\u003Cul>\u003Cli>How flexible is your existing data migration tool?\u003C/li>\u003Cli>Does it match the skills of the people working on the project? \u003C/li>\u003Cli>Do you need assistance from data engineers to complete the project?\u003C/li>\u003C/ul>\u003Cp>Choosing a resilient data migration platform will reduce reliance on external experts and boost the confidence of your project team. \u003C/p>\u003Cp>Those are the very guidelines we had in mind when developing Whatagraph. \u003C/p>\u003Cp>We wanted a tool that would simplify data transfers to the point & click and drag & drop level.\u003C/p>\u003Cp>Whatagraph is an automated data pipeline that helps teams move large volumes of data from multiple marketing data sources to Google BigQuery. \u003C/p>\u003Cp style=\"text-align:justify;\">To use Whatagraph’s data transfer service to migrate your data, you don’t need any SQL knowledge. Using our platform, you can complete the data transfer in just four steps:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>Choose the integration\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp style=\"text-align:justify;\">And that’s that. \u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp style=\"text-align:justify;\">The process is the same whether you’re \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/google-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">moving data from Google Ads\u003C/a> or \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/instagram-business/\" target=\"_blank\" rel=\"noopener noreferrer\">Instagram Business\u003C/a> to BigQuery.\u003C/p>\u003Cp style=\"text-align:justify;\">Apart from transfer automation, if you need to report on the data in a new location, Whatagraph offers captivating data visualization via interactive dashboards. \u003C/p>\u003Ch3>Step 3: Design the migration\u003C/h3>\u003Cp>It’s tempting to develop your data migration to just a bare minimum. But as you’ll be doing one implementation at a time, you need to get it right. A common tactic is to break the data into subsets and build one category at a time and test every time. \u003C/p>\u003Cp>If your organization is undergoing a particularly large migration, it makes sense to build and test in parallel.  \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch3>Step 4: Test the design\u003C/h3>\u003Cp>The testing design stage defines an overall test plan for all the migration stages. An initial overview should assess the tools, reporting, structures, and limitations involved with testing.\u003C/p>\u003Cp>The overview also specifies how each stage will be tested at the unit level, followed by how the entire migration will be tested from start to end, depending on the workflow.  \u003C/p>\u003Cp>Unit test specifications will outline test groups, which in return contain individual tests for the particular area of the migration. Each test is then broken down into its component steps, including description and expected results. \u003C/p>\u003Ch3>Step 5: Develop\u003C/h3>\u003Cp>Data migration specialists use agile methodologies to develop a data migration project in stages. This has proven successful in migrations in which a large number of stakeholders are involved. \u003C/p>\u003Cp>An agile, real-time approach that is visible across the teams guarantees that the risks are mitigated as soon as they occur. It also provides test data relatively early in the process. \u003C/p>\u003Ch3>Step 6: Execute\u003C/h3>\u003Cp>To test the go-live strategy, data migration teams often execute dry runs first. This approach allows you to make adjustments where necessary. Once you’re ready to go live, it’s best to implement the migration during the weekend to reduce disruption to the business process. \u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_bigquery_654ac57d18.png\" alt=\"whatagraph-bigquery.png\">\u003C/p>\u003Cp>Alternatively, you can run the old and new systems simultaneously and transfer data piece by piece. If business goals allow, parallel migration is always less disruptive. It can increase the budget and timelines but allow your team to address any issues that occur with minimum downtime. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>As we see, ETL is data migration evolved to include the transformation stage. Still, data migration will continue to exist as long as businesses need to move large datasets and as long as there’s economic value in storing information in the cloud. \u003C/p>\u003Cp>The first step is to determine which business problems you want to solve. It might be a simple technical data migration from one system to another or a full-scale ETL project that will open up new business opportunities.\u003C/p>\u003Cp>When designing Whatagrap as a one-stop data transfer tool, we wanted it to be easy enough to use by non-technical teams but also give it powerful compute to handle multiple connections for marketing teams that handle hundreds of accounts. \u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>","2023-02-14T13:48:41.145Z","2025-04-10T14:41:55.616Z","2023-02-14T13:48:51.805Z",{"id":503,"title":504,"slug":505,"summary":506,"body":507,"read_time":12,"createdAt":508,"updatedAt":509,"publishedAt":508,"errors":510,"table_of_contents":32,"dateReorder":511},2073,"How to Create a Campaign Report for Clients [Structure & Steps] ","campaign-report","\u003Cp>The easiest (and fastest) way to create a campaign report is to use a dedicated marketing reporting tool. In this article, you’ll learn how to choose the right data and reporting tool and use it to structure your campaign so it’s the most useful for clients.   \u003C/p>","\u003Cp>Putting together a campaign report but not sure where to start? We get it. \u003C/p>\u003Cp>With so many channels, campaigns, and clients, it can feel like a Herculean task to pull together all these different data points and patch together a presentable report. \u003C/p>\u003Cp>You might have questions like:\u003C/p>\u003Cp>❓Which metrics should I report on?\u003C/p>\u003Cp>❓How do I structure the report so I don’t bore the stakeholders?\u003C/p>\u003Cp>❓Which tools should I use so I can create a report in minutes (instead of hours)?\u003C/p>\u003Cp>To help, we asked eight digital marketers these questions and compiled their insights in this article.\u003C/p>\u003Cp>You’ll hear from:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/tom-jauncey\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Tom Jauncey\u003C/strong>\u003C/a>, Head Nerd \u003Ci>(a.k.a CEO)\u003C/i> @ \u003Ca href=\"https://nautilusmarketing.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">Nautilus Marketing\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/james-taylor-seo/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>James Taylor\u003C/strong>\u003C/a>, SEO Strategist @ \u003Ca href=\"https://embryo.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Embryo\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/saulmarquez1/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Saul Marquez\u003C/strong>\u003C/a>,  CEO @ \u003Ca href=\"https://www.outcomesrocket.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Outcomes Rocket\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/cheyenneskye/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Cheyenne Skye\u003C/strong>\u003C/a>, Digital Marketing Analyst @ \u003Ca href=\"https://www.noisenewmedia.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Noise New Media\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.thresults.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Thomas Hasset\u003C/strong>\u003C/a>, Owner @ TH Results\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/zpittman/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Zach Pittman\u003C/strong>\u003C/a>, Digital Marketing Consultant @ \u003Ca href=\"https://forrestpropertymanagement.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Forrest Property Group\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/trebrandjordan/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Jordan Stevens\u003C/strong>\u003C/a>, Digital Marketing Consultant @ \u003Ca href=\"https://jordanstevens.ca/\" target=\"_blank\" rel=\"noopener noreferrer\">Jordan Stevens\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/petermurphylewis/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Peter Murphy Lewis\u003C/strong>\u003C/a>, CEO & CMO @ \u003Ca href=\"https://strategicpete.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Strategic Pete\u003C/a>\u003C/li>\u003C/ul>\u003Cp>Plus, we'll also share two resources: a free Google Sheets template for campaign reporting and Whatagraph's campaign report template.\u003C/p>\u003Cp>Let's dig in. \u003C/p>\u003Ch2>What Should You Put on Your Campaign Report so Clients Will Care?\u003C/h2>\u003Cp>A campaign report is a document that summarizes the results of your marketing campaigns. It highlights key performance metrics, outcomes, and insights you gather throughout the campaign. This way marketers and stakeholders can better understand how well the campaign performs. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_3bba139832.png\" alt=\"marketing.png\">\u003C/p>\u003Cp>This report not only provides transparency but also offers valuable data to inform future marketing strategies.\u003C/p>\u003Cp>But what should you put in these campaign reports so you’re showing your value to clients right away? \u003C/p>\u003Cp>\u003Cstrong>This depends on each specific client. \u003C/strong>\u003C/p>\u003Cp>Clear and proactive communication with your clients is so important to understand what to put in your reports. \u003C/p>\u003Cp>Cheyenne Skye\u003Cstrong>,\u003C/strong> Digital Marketing Analyst at \u003Cstrong>Noise New Media\u003C/strong>, shares:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Whenever we're onboarding a client we make sure to ask what they’re really looking for. There's a ton of metrics that we as marketers look at that would make no sense and probably overwhelm the customers. So we always try to be very specific about what is the client’s goal and then just show the metrics for that.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Depending on the type of clients you serve and the industries they’re in, these metrics will vary.\u003C/p>\u003Cp>For instance, Cheyenne works with clients who sell event tickets online. This means they care most about:\u003C/p>\u003Cul>\u003Cli>Revenue\u003C/li>\u003Cli>Return on Investment\u003C/li>\u003Cli>Conversions\u003C/li>\u003C/ul>\u003Cp>But she also shares that this is not always the case for every client. Some clients are just starting out in the event business and they just care about brand awareness metrics like Impressions. \u003C/p>\u003Cp>Again, the key is clear and open communication with your clients. \u003C/p>\u003Cp>Tom Jauncey, CEO at \u003Cstrong>Nautilus Marketing\u003C/strong> also shares this sentiment. He tells us:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Clients don’t all care about the same metrics, so focus on what matters to them. Keep it clear, concise, and actionable. Start with the wins, explain what’s driving results, and then outline the next steps.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>When creating a campaign report, a good rule of thumb is to ask yourself who will be reading it. For example:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Executive-level clients\u003C/strong>: Typically focus on \u003Ci>ROI, revenue growth, conversion metrics,\u003C/i> and \u003Ci>customer lifetime value\u003C/i> as these directly reflect business impact.\u003C/li>\u003Cli>\u003Cstrong>Marketing and sales teams\u003C/strong>: More interested in \u003Ci>engagement, audience insights, cost efficiency,\u003C/i> and \u003Ci>behavioral metrics\u003C/i> as these can help optimize future campaigns and refine targeting.\u003C/li>\u003Cli>\u003Cstrong>Financial teams\u003C/strong>: Zoom in to \u003Ci>cost efficiency metrics\u003C/i> (like CPC, CPA) and \u003Ci>overall ROI\u003C/i>, which directly impact budget allocations.\u003C/li>\u003C/ul>\u003Cp>In fact, Peter Lewis, CEO and CMO of \u003Cstrong>Strategic Pete\u003C/strong> says he always takes into account the report audience:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>C-Suite executives want to see one thing: bottom-line impact. If I’m reporting to a CEO, they need to see how specific campaign elements drive revenue growth or influence customer acquisition cost (CAC). They care about KPIs that matter directly to business performance, like customer retention rate for B2C or SQL-to-opportunity conversion rate for B2B.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>If you’re not sure which metrics to include in different types of campaigns, check out our \u003C/i>\u003Ca href=\"https://whatagraph.com/blog/articles/kpis-digital-marketing\">\u003Ci>35 Digital Marketing KPIs and Metrics\u003C/i>\u003C/a>\u003Ci> guide. \u003C/i>\u003C/p>\u003Cp>But, it’s not enough to just add these metrics in and call it a day. You need to \u003Cstrong>explain \u003C/strong>them. This includes:\u003C/p>\u003Cp>Explain which metrics trended up or down, whether X campaign was a huge success or not, whether Y channel surprised you, and the next steps you will take.\u003C/p>\u003Cp>Saul Marquez, CEO of \u003Cstrong>Outcomes Rocket\u003C/strong>, says: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>It’s about telling a story with the data; a story that represents both current impact and future opportunities.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This is why it’s important to add a “Notes” section in your report, just underneath your key metrics to highlight these explanations. On \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, you can easily drag and drop the Notes widget like so:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Add_comments_895fd49ee2.gif\" alt=\"Campaign Report - add comments to reports\">\u003C/p>\u003Cp>Here comes the million dollar question: how do you create a marketing campaign report? The easiest and fastest way is to use a reporting and data platform, like Whatagraph. \u003C/p>\u003Ch2>How to Create a Campaign Report: Step-by-Step Guide\u003C/h2>\u003Cp>You can create a campaign report in two key ways:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Make a copy of \u003C/strong>\u003Ca href=\"https://docs.google.com/spreadsheets/d/17cad8XwBLV80LQqeU73WZHbzeVAGC1yECAD7yFBk3TA/edit?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>this FREE Google Sheet\u003C/strong>\u003C/a> – this is free but you won't get comprehensive cross-channel insights and you'll need to spend a lot of time copying and pasting data points.\u003C/li>\u003Cli>\u003Cstrong>Follow the steps below to use Whatagraph\u003C/strong> – this is easy and fast since you don't need to do any manual work. Whatagraph collects, cleans, and visualizes your data automatically.\u003C/li>\u003C/ol>\u003Ch3>Step 1: Compile your data in one place \u003C/h3>\u003Cp>Start by connecting the data from all the marketing tools and platforms you’re using for a campaign. \u003C/p>\u003Cp>Lewis combines automation with selective manual oversight:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>We pull core metrics from Google Analytics, HubSpot, and LinkedIn Ads Manager for lead generation campaigns, centralizing everything to create visual reports for easy client review.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Even in this first step, the way you report on your campaigns makes a huge difference. \u003C/p>\u003Cp>Spreadsheets are free and already available, and chances are that all account executives in your agency know how to use them. \u003C/p>\u003Cp>However, connecting scattered data using sheets is a time-consuming and manual job with a huge margin for error. \u003C/p>\u003Cp>For Thomas Hasset of \u003Cstrong>TH Results\u003C/strong>, having one dashboard that pulls data from all their sources is a key to not getting lost in “data purgatory”:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>We work with a mix of Google Analytics, Meta Ads Manager, and Whatagraph to keep it visual and client-friendly. It keeps things clear, fast, and lets us answer those big client questions, like “What actually worked?”\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>And when it comes to connecting data, Whatagraph has fully managed integrations with popular marketing tools. \u003C/p>\u003Cul>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Ahrefs\u003C/li>\u003Cli>Semrush\u003C/li>\u003Cli>Facebook Ads\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Instagram\u003C/li>\u003Cli>YouTube\u003C/li>\u003Cli>Mailchimp\u003C/li>\u003Cli>CallRail\u003C/li>\u003Cli>Salesforce\u003C/li>\u003Cli>HubSpot\u003C/li>\u003C/ul>\u003Cp>And many others. \u003C/p>\u003Cp>These direct connectors are much more reliable than third-party connectors and can slow down your online report or give you inaccurate data as they can refresh at different rates from one another.\u003C/p>\u003Cp>You should be especially careful if you use Looker Studio as your reporting tool. It works fine with Google data sources, but with third-party connectors, things can get complicated. \u003C/p>\u003Cp>Zach Pittman of \u003Cstrong>Forrest Property Group\u003C/strong> explains some of the problems he had with Looker Studio:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>We've had issues with data not updating correctly or graphs suddenly showing incorrect information. When data is wrong in our reports, we find ourselves spending a lot of time problem-solving by looking at the original data in GA4 or Google ads, and in some cases, simply explaining to the client that the data is not showing correctly.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>With Whatagraph, you can pull scattered data from scattered sources right into your reports without missing a beat. \u003C/p>\u003Cp>The integrations are developed and maintained by our dedicated team of engineers, so once you connect your accounts, there’s nothing to update or re-connect on your part. \u003C/p>\u003Cp>How to do it:\u003C/p>\u003Cul>\u003Cli>Open Whatagraph, go to Data Sources, and select the marketing platforms you need.\u003C/li>\u003Cli>Follow the on-screen prompts to provide the necessary credentials and connect each platform.\u003C/li>\u003Cli>Once integrated, Whatagraph will automatically pull in the latest data, updating in real-time.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/45_direct_Integrations_8aa128ba4d.png\" alt=\"45+_direct_Integrations.png\">\u003C/p>\u003Cp>\u003Cstrong>What do you get\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>A centralized view of all your campaign metrics across platforms and tools.\u003C/li>\u003Cli>Accurate and relevant data in every campaign report you send. \u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>Step 2: Choose a report template or start from scratch\u003C/strong>\u003C/h3>\u003Cp>Starting your campaign report from scratch gives you the freedom to structure your report just the way you want it. \u003C/p>\u003Cp>Still, having a template to start with saves a lot of time.\u003C/p>\u003Cp>Especially if you need to report to several clients or stakeholders regularly. \u003C/p>\u003Cp>Lewis is a big fan of report templates: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Consistency also matters—use the same report format every time so clients can quickly find and interpret what matters to them.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>To help you out, we created this \u003Ca href=\"https://docs.google.com/spreadsheets/d/17cad8XwBLV80LQqeU73WZHbzeVAGC1yECAD7yFBk3TA/edit?gid=0#gid=0\">campaign report template\u003C/a>, which you can use right away. \u003C/p>\u003Cp>On the other hand, if reporting in spreadsheets takes too much of your time, you should look into a dedicated data and reporting tool. \u003C/p>\u003Cp>Whatagraph offers pre-made digital marketing report templates that you can customize for each campaign. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Connect_multiple_data_sources_e52f75d9bd.png\" alt=\"Connect_multiple data_sources.png\">\u003Cbr>Pick a template as a starting point, and pick the metrics and sections that best present your campaign’s results.\u003C/p>\u003Cp>\u003Cstrong>How to do it\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Go to the Templates section in Whatagraph and search for campaign-related templates.\u003C/li>\u003Cli>Choose a template that aligns with the KPIs you want to display (e.g., audience engagement, cost per lead, conversions).\u003C/li>\u003Cli>Alternatively, select Create New Report to build a report from scratch, choosing only the widgets and metrics that you need.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>What you'll get:\u003C/strong>\u003C/p>\u003Cp>Faster report building for multiple campaigns and stakeholders.\u003C/p>\u003Cp>You can tailor each report for a specific campaign by highlighting the most relevant data. \u003C/p>\u003Ch3>Step 3: Customize the campaign report template for a specific client\u003C/h3>\u003Cp>In Whatagraph, you can quickly create a customizable campaign report. Once you find a template that is the closest match to your campaign KPIs, you can start tailoring it.\u003C/p>\u003Cp>James Taylor of \u003Cstrong>Embryo\u003C/strong> advises to keep the campaign report on one page:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>We’d rather reduce the amount of data so that we can focus on exactly what the client wants to see, and make it as easy as possible to see how a certain strategy approach benefited their organic visibility and revenue.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Let’s just make sure not to miss any steps here:\u003C/p>\u003Cp>✅ \u003Cstrong>Connect the relevant data sources\u003C/strong>: You can load a template with just one source connected, but now you need to add other sources that hold your campaign data. \u003C/p>\u003Cp>✅ \u003Cstrong>Customize metrics and widgets\u003C/strong>: Check out the metric already included in the template and decide if you need to remove some of them, so the stakeholders can really focus just on the important ones. \u003C/p>\u003Cp>For example, if you’re reporting on a TikTok campaign, add Followers Over Time and Likes by Campaign. For a PPC campaign, highlight the ROAS and Keyword Performance. \u003C/p>\u003Cp>Lewis adds: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>I create a custom layer that tracks key performance indicators specific to each client’s goals. For example, for eCommerce clients, we measure customer lifetime value alongside conversion metrics to showcase long-term impact rather than short-term gains.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>In Whatagraph, you can go one step further and create custom metrics, such as Cost per Lead from Paid or Leads from Organic.\u003C/p>\u003Cp>The metrics you want to use often depend on the industry. \u003C/p>\u003Cp>Marquez explains:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Our healthcare clients often focus on metrics that show patient engagement, lead quality, and brand trust. We make sure that patient engagement is front and center because this is a key indicator of marketing success.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>✅ \u003Cstrong>Choose the appropriate visuals\u003C/strong>: Whatagraph offers different chart options, such as line charts, bar graphs, funnels, and pie charts. If your client prefers a bar chart to a pie chart for a specific metric — nothing easier. Pick the bar chart widget and select the metrics and dimensions you want to see.\u003C/p>\u003Cp>(Hey, did you know you can also create custom charts and save them as template widgets?)\u003C/p>\u003Cp>✅\u003Cstrong> Arrange the widgets for easy interpretation\u003C/strong>: Always put the most critical KPIs like Cost per Lead or Campaign Budget at the top of your report, right next to the Campaign Goals widget. \u003C/p>\u003Cp>Jordan Stevens of \u003Cstrong>Jordan Stevens\u003C/strong> says the structure of widgets should always follow the story you want to tell:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>What is the main point you want to get across? The content of the report should flow from there. One flow that's useful for a lot of digital marketing projects is to follow your ABCs: Acquisition (how did the traffic arrive), Behaviour (what did the traffic do on your site), and Conversions (did the traffic convert to a lead or sale).\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>The best practice is to group related metrics together, such as engagement metrics (bounce rate, avg. session duration, etc.) and on-page metrics (pageviews, time on site, etc.)\u003C/p>\u003Cp>Before we continue, let’s just say a few things briefly about Whatagraph’s proprietary Goals widget. \u003C/p>\u003Cp>You guessed it right: Whatagraph has developed a special Goals widget that is great for tracking how your campaign is progressing toward its targets. \u003C/p>\u003Cp>For example, you can set up the goal to reach 1,000 conversions and track how far you are from achieving that.\u003C/p>\u003Cp>The widget has a visual progress bar highlighting how your digital marketing efforts come up against set objectives.\u003C/p>\u003Cp>You can create goals on any metrics to break up the monthly marketing performance targets into day-to-day action items.\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Goal_widgets_fd0a21a09c.png\" alt=\"Goal widgets.png\">\u003Cbr>Step 4. Organize campaign data for actionable insights\u003C/h3>\u003Cp>Let’s run a quick checklist:\u003C/p>\u003Cul>\u003Cli>Connect scattered sources - Done ✅\u003C/li>\u003Cli>Pick a template - Done ✅\u003C/li>\u003Cli>Tweak it for your campaign - Done ✅\u003C/li>\u003C/ul>\u003Cp>The problem is that actionable insights are still hidden under a heap of data. \u003C/p>\u003Cp>Hasset puts data overload as one of the top challenges:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>Every platform speaks a different language, so finding the story within all that noise takes patience. On top of that, clients often want a single “magic number” that’ll tell them everything, and, as we know, there’s no one metric that does it all.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Now you need to get those insights and truly pinpoint the high and low points of your campaign so you can optimize it on the go. \u003C/p>\u003Cp>In other words, you need to \u003Ca href=\"https://whatagraph.com/organize\">\u003Ci>Organize\u003C/i>\u003C/a> your data. \u003C/p>\u003Cp>But don’t worry, no need to involve data engineers.\u003C/p>\u003Cp>In Whatagraph, you can organize your scattered data so you can get insights in seconds.\u003C/p>\u003Cp>How? In several ways.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics\u003C/strong>: You can unify and change names of different metrics permanently in your report or create a new metric using a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Custom dimensions\u003C/strong>: You can also unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003Cli>\u003Cstrong>Data blending\u003C/strong>: Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">combining different sources\u003C/a> together into one unified data source for getting quicker insights and keeping your dashboard neat.\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>If you ever used two tools – one to connect and prepare your data and one to visualize it – you know what a hassle it is to switch between two workspaces all the time. \u003C/p>\u003Cp>In Whatagraph, everything happens in one workspace. You connect, organize, and visualize data inside your report, and you can see the changes immediately. \u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, you can get actionable insights from your data even faster.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Group 100s of scattered data sources into unified Source Groups in seconds\u003C/li>\u003Cli>Add \u003Ca href=\"https://youtu.be/2q7DOwIJv-4\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>Visualize your key metrics in one view and easily spot performance trends\u003C/li>\u003C/ul>\u003Ch3>Step 5: White-label the report with client branding\u003C/h3>\u003Cp>In Whatagraph, you can personalize your reports with your client’s brand colors, logo, and custom headings.\u003C/p>\u003Cp>Alternatively, you can apply your agency’s branding so every report you send looks like a part of your agency’s website.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_c3dbd230cd.png\" alt=\"white_label.png\">\u003Cbr>This means your clients will immediately recognize your campaign performance report as a part of your brand. You can create a global theme for your agency or create multiple themes on the report and even at the widget level.\u003C/p>\u003Cp>You can also share your \u003Ca href=\"https://whatagraph.com/white-label\">white label reports\u003C/a> on a custom domain and cut all ties to Whatagraph as the software provider. The client will be no smarter than to believe you custom-built the whole thing yourself.\u003C/p>\u003Ch3>Step 6. Automate how you share your report\u003C/h3>\u003Cp>The last step is to share your campaign performance reports with your clients or stakeholders.\u003C/p>\u003Cp>You can do this on Whatagraph in three main ways:\u003C/p>\u003Cul>\u003Cli>Share password-protected links to a live report. \u003C/li>\u003Cli>Send reports as automated emails on a regular timetable (e.g. every week, month, …)\u003C/li>\u003Cli>Export as Excel or CSV files. \u003C/li>\u003C/ul>\u003Cp>(Psst. Now you can \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">export data from Whatagraph to Looker Studio\u003C/a> too)\u003C/p>\u003Cp>That being said, how do you structure your campaign reports so your clients can clearly see the impact you drove? We lay it out in the next section.\u003C/p>\u003Ch2>How to Structure Your Campaign Report\u003C/h2>\u003Cp>A structured campaign report helps your clients grasp the key points of the campaigns that you’re running for them. \u003C/p>\u003Cp>Lewis likes to keep the high-impact metrics at the top:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>I start every report with a “Key Insights” section - this is the CEO’s two-minute takeaway. Here, we include a short, data-backed summary of what’s working, what’s not, and what’s next. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This is a good approach, as it sets the stage for secondary KPIs that provide additional context.\u003C/p>\u003Cp>At Whatagraph, we've created \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-report-examples\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:hsl(240,75%,60%);\">\u003Cu>multiple campaign reporting templates\u003C/u>\u003C/span>\u003C/a> for marketers like yourself. Below, we're going to break down how we typically structure these templates.\u003C/p>\u003Ch3>1. Cover image + campaign goals\u003C/h3>\u003Cp>A branded cover won’t tip your campaign this way or the other, but will make your report look professional at all times.  \u003C/p>\u003Cp>Use your logo to strengthen your brand or your client’s branding to make them feel valued.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Campaign_goals_1e744d9f86.png\" alt=\"Campaign goals.png\">\u003Cbr>The campaign goals widget summary is a snapshot of your key campaign metrics, such as cost, click-through rate (CTR), and conversions. \u003C/p>\u003Cp>It gives you quick information on how the campaign is doing.\u003C/p>\u003Cp>Depending on the campaign objectives, you can customize this widget with different KPIs. \u003C/p>\u003Ch3>2. Campaign conversion funnel\u003C/h3>\u003Cp>The funnel charts break down the user journey so your clients or stakeholders can see how many impressions convert into clicks and clicks into conversions.\u003C/p>\u003Cp>It’s useful for highlighting the drop-off points. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Conversion_funnel_a5f143cb5a.png\" alt=\"Conversion funnel.png\">\u003Cbr>For example, if you have high impressions with low conversions, it might be a sign that you need to improve your landing pages or tweak the calls to action. \u003C/p>\u003Ch3>3. Single value widgets\u003C/h3>\u003Cp>Single value widgets give you important metrics such as cost-per-click (CPC), cost per conversion, and return on ad spend (ROAS) in a simple format that is easy to digest. \u003C/p>\u003Cp>By looking at these, your clients can assess campaign profitability instantly. \u003C/p>\u003Cp>For example, tracking CPC and conversion cost helps you manage campaign spending so your clients get maximum value for their ad budget. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Single_value_29bf505147.png\" alt=\"Single value.png\">\u003Cbr>4. Impressions and conversions over time\u003C/p>\u003Cp>Monitoring impressions and conversions over time helps you spot visibility patterns and correlate them to conversion spikes or specific campaign initiatives.\u003C/p>\u003Cp>It shows you how visibility is impacted by seasonal trends or holidays and reveals conversion trends that can guide future campaigns. \u003C/p>\u003Cp>For example, if you spot a high-impression period, you can increase ad spending or SEO activities to take advantage of those times. \u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Impressions_vs_conv_3bfa06c4e9.png\" alt=\"Impressions vs conv.png\">\u003Cbr>5. Keyword performance\u003C/h3>\u003Cp>This table shows each keyword’s performance, including metrics such as impressions, clicks, average cost-per-click (CPC), and total conversions.\u003C/p>\u003Cp>It shows how average CPC affects campaign costs, so clients can understand where they need to increase spending to maximize cost efficiency.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Keyword_perf_cecdc07600.png\" alt=\"Keyword perf.png\">\u003C/p>\u003Cp>This section also helps you identify high-performing keywords to invest in, as well as low-performing ones that could benefit from optimization or removal.\u003C/p>\u003Ch3>6. Insights and recommendations\u003C/h3>\u003Cp>In this section you should provide specific further actions for optimizing your campaign. These should be actionable insights based on the data from the report.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Actionable_insig_165d281747.png\" alt=\"Actionable insig.png\">\u003C/p>\u003Cp>This is a key section that sums up all the data, and you should never skip it. \u003C/p>\u003Cp>Jauncey goes one step further from written insights: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>We also send a personalised loom recording to those clients who can't jump on a call to go over data making it super easy for them to access data.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>---\u003C/p>\u003Cp>We hope this guide has been helpful in creating a campaign report for your clients. \u003C/p>\u003Cp>If you'd like to try out Whatagraph, \u003Ca href=\"https://whatagraph.com/book-a-call\" target=\"_blank\" rel=\"noopener noreferrer\">book a demo\u003C/a> and tell us exactly how we can level up your reporting. \u003C/p>\u003Cp>Not sure we’re the right choice for you? \u003Ca href=\"https://whatagraph.com/blog/articles/best-dashboard-reporting-tools\">Compare Whatagraph with competitors\u003C/a> and make your decision with more confidence.\u003C/p>","2021-02-25T16:41:18.000Z","2025-08-04T10:13:42.071Z","","2024-11-14",{"id":513,"title":514,"slug":515,"summary":516,"body":517,"read_time":270,"createdAt":518,"updatedAt":519,"publishedAt":518,"errors":520,"table_of_contents":32,"dateReorder":521},2092,"What is a Data Pipeline and How Does it Work?","data-pipeline","\u003Cp>As more and more organizations are looking to build microservices with small code bases with a specific purpose, data is moved between more and more applications. In this situation, the efficiency of data pipelines has become essential for planning and development. Data generated in one source can feed multiple data pipelines, and those pipelines may have other pipelines or applications that depend on their output. Today, we’re going to talk about data pipelines — what they are and how they work in practical terms.\u003C/p>","\u003Ch2>What is a data pipeline?\u003C/h2>\u003Cp>A data pipeline is a series of processing steps used to load data into a data platform. Each step delivers an output that is an input to the next step, while sometimes independent steps can run in parallel. \u003C/p>\u003Cp>Data pipelines consist of three main elements:\u003C/p>\u003Cp>1. \u003Cstrong>Source\u003C/strong>: the point of entry can be a transactional processing application, SaaS application API, IoT device sensor, or a storage system like a \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse/\" target=\"_blank\" rel=\"noopener noreferrer\">data warehouse\u003C/a>. \u003C/p>\u003Cp>2. \u003Cstrong>Processing\u003C/strong>: All the activities and steps for ingesting data from sources, storing it, transforming, and loading it into the destination. \u003C/p>\u003Cp>3. \u003Cstrong>Destination\u003C/strong>: The final point to which data is transferred. \u003C/p>\u003Cp>Data pipelines enable data flow from an application to a data warehouse, from a data lake to an analytics database, or into a payment processing system. \u003C/p>\u003Cp>For example, a comment on social media could generate data to feed:\u003C/p>\u003Cul>\u003Cli>A real-time report that counts social media mentions\u003C/li>\u003Cli>A sentiment analysis application that outputs a positive, negative, or neutral result\u003C/li>\u003Cli>An application that charts each mention on a world map\u003C/li>\u003C/ul>\u003Cp>Although the data source is the same in all cases, each of these apps depends on unique pipelines that must be completed before the end user sees the report. \u003C/p>\u003Cp>A data pipeline usually involves aggregating, organizing, and moving data. This often includes loading raw data into a staging table for storage and then changing it before finally inserting it into the reporting tables.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Cp>When designing Whatagraph, we wanted to offer a data pipeline that would help:\u003Cbr> \u003C/p>\u003Cul>\u003Cli>Small non-tech teams\u003C/li>\u003Cli>Marketing agencies that handle hundreds of clients, each with their own data stacks\u003C/li>\u003C/ul>\u003Cp>In both cases, teams need a fast, user-friendly and error free way to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">load data from multiple sources to Google BigQuery\u003C/a>.\u003C/p>\u003Cp>We simplified the data transfer process to the point-and-click level so anyone can do it without any coding.\u003C/p>\u003Ch2>The pros and cons of using a data pipeline\u003C/h2>\u003Cp>Let’s take a look at the benefits of using fully-managed and automated data pipelines and the drawbacks of sticking with legacy data pipeline architectures. \u003C/p>\u003Ch3>Pros\u003C/h3>\u003Cp>1. \u003Cstrong>Data quality\u003C/strong>: The data flow from source to destination is easily monitored and accessible.\u003C/p>\u003Cp>2. \u003Cstrong>Minimal learning\u003C/strong>: Automated data pipelines like Whatagraph feature a simple and interactive UI that is simple for new customers to work on and perform transfers. \u003C/p>\u003Cp>3. \u003Cstrong>Incremental build\u003C/strong>: Data pipelines allow users to create data workflows incrementally. You can pull even a small slice of data from the data source to the user. \u003C/p>\u003Cp>4. \u003Cstrong>Replicable patterns\u003C/strong>: A data pipeline can be repurposed or reused for new data flows. A network of pipelines can create a way of thinking that sees individual pipelines as a pattern in a wider pipeline architecture. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>Cons\u003C/h3>\u003Cp>1. \u003Cstrong>Specialized skills required\u003C/strong>: Data engineers and analysts who set up data pipelines should not only have high problem-solving skills but also understand programming languages like SQL, Python, and Java. \u003C/p>\u003Cp>2. \u003Cstrong>Lack of automation\u003C/strong>: Every time there’s a change in your project, your team goes through a time-intensive process of getting your data or visualization updated. \u003C/p>\u003Cp>3.\u003Cstrong> Risk of starting from scratch\u003C/strong>: Whenever you create a specialized situation, you risk spending a large amount of time setting up the process each time you need to run a report or losing knowledge whenever individuals leave the team. \u003C/p>\u003Ch2>Data pipeline vs. ETL - differences and similarities\u003C/h2>\u003Cp>Extract, transform, load (ETL) systems are a type of data pipeline that moves data from a source, transforms the data, and then loads it into a database or data warehouse, mostly for analytical purposes.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ETL_pipeline_a7468d5297.png\" alt=\"etl-pipeline\">\u003C/p>\u003Cp>However, ETL is usually just a sub-process of a data pipeline. Depending on the nature of the pipeline, ETL may be automated or not included at all. On the other hand, a data pipeline is a broader data science process that transports data from one location to another. \u003C/p>\u003Cp>Historically, ETL pipelines have been used for batch workloads, but now a new generation of streaming ETL tools is emerging. \u003C/p>\u003Cp>Recently, ETL pipelines have become more popular, especially with the emergence of cloud-native tools. In this type of pipeline, \u003Ca href=\"https://whatagraph.com/blog/articles/data-ingestion\">data ingestion still comes first\u003C/a>, but any transformations come after the data has been loaded into the data warehouse.  \u003C/p>\u003Cp>This allows data scientists to do their own data preparation and grants them access to complete datasets for machine learning and predictive \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-modeling\" target=\"_blank\" rel=\"noopener noreferrer\">data modeling\u003C/a> applications.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>Data pipeline architecture \u003C/h2>\u003Cp>A data pipeline architecture gives a complete outline of data processing and technologies used to replicate data from a source to a destination system. This involves data extraction, \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-transformation\" target=\"_blank\" rel=\"noopener noreferrer\">data transformation\u003C/a>, and data loading. \u003C/p>\u003Cp>A typical data pipeline architecture includes \u003Ca href=\"https://whatagraph.com/blog/articles/data-integration-platform\">data integration tools\u003C/a>, data governance, and data quality tools, as well as \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-data-visualization/\" target=\"_blank\" rel=\"noopener noreferrer\">data visualization tools\u003C/a>. \u003C/p>\u003Cp>A modern data stack consists of:\u003C/p>\u003Cul>\u003Cli>An automated data pipeline tool like Whatagraph.\u003C/li>\u003Cli>A cloud data warehouse like \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">BigQuery\u003C/a>, Databricks Lakehouse, Snowflake, or Amazon Redshift. \u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/blog/articles/data-transformation-tools\">A post-load transformation tool\u003C/a> such as DBT (data build tool).\u003C/li>\u003Cli>A business intelligence engine. \u003C/li>\u003C/ul>\u003Cp>Data pipeline architectures can take several forms:\u003C/p>\u003Ch3>1. Batch-based data pipelines\u003C/h3>\u003Cp>You would use this type, for example, if you have an application like a point-of-sale system that generates a large number of data points that you need to push to a data warehouse. \u003C/p>\u003Ch3>2. Streaming data pipeline\u003C/h3>\u003Cp>Here, data from the point of sales system would be processed as it is generated. The stream processing engine feeds outputs from the pipeline to data stores, marketing applications, and CRMs, and back to the point of sale system itself. \u003C/p>\u003Ch3>3. Lambda architecture\u003C/h3>\u003Cp>This type combines batch and streaming pipelines into one architecture. It’s popular in big data environments because it allows data engineers to account for both real-time data streaming use cases and historical data analysis. \u003C/p>\u003Cp>An important aspect of lambda architecture is that it supports storing data in raw format so that you can continually run new data pipelines to correct any code errors in earlier pipelines or to create new data destinations that enable new query types. \u003C/p>\u003Cp>In all these cases, data pipeline architecture should enable efficient and reliable data ingestion while ensuring that the data remains accurate, complete, and consistent.\u003C/p>\u003Ch2>The best data pipeline tools \u003C/h2>\u003Ch3>Whatagraph\u003C/h3>\u003Cp>Whatagraph provides seamless and effortless data transfers from marketing platforms like Google Ads and Facebook Ads to Google BigQuery. The data transfer service is already available from the basic pricing plan and takes only four steps to complete:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>Choose the integration\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp>Unlike open-source pipeline tools like Apache Spark, with Whatagraph, you don’t need the expertise to write the custom scripts and maintain the data pipeline. Whatagraphs is already customized for the users’ needs and is ready for use.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp>As the number of sources and the volume of your data grows, Whatagraph scales with your needs. \u003C/p>\u003Cp>Should you need to report on your BigQuery data, Whatagraph helps you create \u003Ca href=\"https://whatagraph.com/bigquery-dashboard\">interactive BigQuery dashboards\u003C/a> that you can fully customize with the relevant metrics and dimensions. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch3>Hevo Data\u003C/h3>\u003Cp>Hevo Data would be the next logical choice, mainly for its real-time data management. Tools like Talend and Pentaho perform batch processing — processing data in large chunks at regular intervals.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/d576aba2_1820_467f_955e_9afa7e224ee1_f3736a6e11.png\" alt=\"hevo-pipeline\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.softwareadvice.com/bi/hevo-profile/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>This is not enough when your business requires real-time data analytics. Hevo eliminates the latency and automatically detects the schema of incoming data, and \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-mapping/\" target=\"_blank\" rel=\"noopener noreferrer\">maps it\u003C/a> to the destination schema. \u003C/p>\u003Cp>Apart from automation, Hevo also provides live monitoring so you can always check where your data is at a particular point in time.\u003C/p>\u003Ch3>Fivetran\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/fivetran-competitors\">Fivetran\u003C/a> is an automated data connector that supports 150+ data sources, including databases, cloud services, and applications. Unlike on-premises data pipelines, Fivetran allows you to replicate large volumes of data from your cloud applications and databases to cloud data warehouses and data lakes.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/6253f2fc5be29228cef6bc17_14_1_ab8b6241dd.png\" alt=\"fivetran-pipeline\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.mighty.digital/blog/building-data-pipelines-with-fivetran\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>Fivetran connectors automatically adapt as vendors make changes to schemas by adding or removing columns or adding new tables. This data pipeline manages normalization and creates ready-to-query data assets that are fault tolerant and capable of auto-recovering in case of failure. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Data pipelines have become a key element of any data-driven business, where having accurate and timely information is the foundation of decision-making. \u003C/p>\u003Cp>Automated data pipeline tools, like Whatagraph, eliminate all the risks associated with data transfer, making \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-migration/\" target=\"_blank\" rel=\"noopener noreferrer\">data migration\u003C/a> safe and reliable. \u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>","2021-04-14T19:16:10.000Z","2025-05-28T16:06:26.835Z","\n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/ETL pipeline.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/ga-to-bq-whatagraph.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/d576aba2-1820-467f-955e-9afa7e224ee1.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/6253f2fc5be29228cef6bc17_14.1.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      ","2021-04-14",{"id":523,"title":524,"slug":525,"summary":526,"body":527,"read_time":17,"createdAt":528,"updatedAt":529,"publishedAt":528,"errors":510,"table_of_contents":32,"dateReorder":530},2247,"What is a Marketing Data Warehouse and Why Do You Need One?","marketing-data-warehouse","\u003Cp>Tools like Asana, Close, Facebook Ads, NetSuite, Salesforce, Zoho, and hundreds of other apps each collect different data on your customers. All those apps are designed to make our work easier. But in reality, teams end up with separate data silos. This makes it difficult to use data from individual tools in planning future marketing strategies. So how do you get a 360° customer view? By using a marketing data warehouse. Let’s find out what exactly a marketing data warehouse is and how your business can benefit from it.\u003C/p>","\u003Ch2>What is a marketing data warehouse?\u003C/h2>\u003Cp>A marketing data warehouse is a \u003Cstrong>cloud-based\u003C/strong> data storage system that allows teams to consolidate \u003Cstrong>data from multiple sources\u003C/strong>, such as marketing platforms, websites, analytics tools, and your CRM. \u003C/p>\u003Cp>The number of marketing and sales tools has grown rapidly. According to the HubSpot State of Marketing Report, about \u003Ca href=\"https://www.hubspot.com/state-of-marketing\" target=\"_blank\" rel=\"noopener noreferrer\">62% of marketers\u003C/a> use built-in marketing or CRM software for reporting. \u003C/p>\u003Cp>And that’s just to begin with. \u003C/p>\u003Cp>There are analytics platforms, social media platforms, emailing apps, a CMS, and probably a few more. Compared to in-house data storage and analytics solutions, such as martech tools and turnkey business intelligence (BI) dashboards, data warehouses provide relatively \u003Cstrong>inexpensive\u003C/strong> and \u003Cstrong>scalable\u003C/strong> storage that can grow with your business.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/datawarehouse_bd8d5566cd.png\" alt=\"marketing-data-warehouse\">\u003C/p>\u003Cp>\u003Ca href=\"https://medium.com/cdapio/marketing-data-warehouse-with-cdap-481a7011277e\">Source\u003C/a>\u003C/p>\u003Cp>Marketing data warehouses can store \u003Cstrong>large amounts of data\u003C/strong>, so companies often use one data warehouse for both their marketing data and other data. This is why it's fundamental to understand the difference between a \u003Ca href=\"https://www.thoughtspot.com/data-trends/data-storage/data-lake-vs-data-warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">data lake vs data warehouse\u003C/a>. In both cases, data warehouse solutions help companies make the \u003Cstrong>right business decisions\u003C/strong>.\u003C/p>\u003Cp>When designing Whatagraph’s data transfer feature, we wanted to make data warehousing easier for two types of users:\u003Cbr> \u003C/p>\u003Cul>\u003Cli>Small non-tech teams\u003C/li>\u003Cli>Marketing agencies that handle hundreds of clients, each with their own data stacks\u003Cbr> \u003C/li>\u003C/ul>\u003Cp>In both cases, Whatagraph saves the time needed to \u003Ca href=\"/data-transfer/google-bigquery\">load data from multiple sources to Google BigQuery\u003C/a>.\u003Cbr> \u003C/p>\u003Cp>We simplified the data transfer process to the point-and-click level so anyone can do it. \u003C/p>\u003Cp>No code knowledge or data engineering is required – just connect your BigQuery account, select the source and run the transfer.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>Why do you need a data warehouse?\u003C/h2>\u003Cp>As businesses are becoming more interested in customer data, the number of marketing tools and platforms is growing.\u003C/p>\u003Cp>Still, getting an overview across different accounts, social media, content, CRM, etc. can be incredibly difficult because data is siloed in these systems and there’s no single source of truth. \u003C/p>\u003Cp>You can technically use Excel or Google Sheets to \u003Cstrong>stitch Google Analytics data together\u003C/strong>, but it's tedious manual work that is \u003Cstrong>prone to human error\u003C/strong>. This inevitably limits the capabilities of your team to scale up their reporting, as well as the type of datasets they can pull.\u003C/p>\u003Cp>So, \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehousing-benefits\">what \u003Cstrong>benefits\u003C/strong> does data warehousing offer\u003C/a>?\u003C/p>\u003Ch3>Insight from different sources\u003C/h3>\u003Cp>For example, let’s say that your team needs to answer the question “What is the number of \u003Ca href=\"https://whatagraph.com/blog/articles/facebook-analytics-report\">leads from Facebook\u003C/a>?” You can easily do this by checking one of the pre-built reports from these platforms to understand that. A tool like HubSpot can easily answer questions like “How many subscriptions were created in May?”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/insights_ce1ea667d2.png\" alt=\"insights-from-different-sources\">\u003C/p>\u003Cp>But if you want to know “What caused a 20% drop in subscriptions in May compared to the previous month?”, the system needs to understand what other activities took place on different platforms in that period. \u003C/p>\u003Cp>Getting real time answers like those requires you to look at the data holistically, as different factors in your data pipeline might have affected your sales. \u003C/p>\u003Cp>And that is what marketing data warehousing does. \u003C/p>\u003Cp>It gives you \u003Cstrong>unlimited scalability\u003C/strong> and a much \u003Cstrong>more\u003C/strong> \u003Cstrong>resilient\u003C/strong> and \u003Cstrong>error-free\u003C/strong> platform than Excel sheets. \u003C/p>\u003Cp>It aggregates your data that is coming from multiple sources to become the \u003Cstrong>ultimate data source\u003C/strong> for decision making and creating actionable insights in real time. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Single source of truth\u003C/h3>\u003Cp>Everyone in your business will have the same metrics to work with. Since those metrics are calculated the same way and come from one location, this prevents much confusion and avoids conflicts between teams and roles. This is especially important because data warehouses contain large amounts of historical data collected over months or years. \u003C/p>\u003Ch3>A complete overview of the customer journey\u003C/h3>\u003Cp>No single tool knows everything about your users, so looking at their individual dashboards doesn't show you the complete user journey in a central location.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/whatagraph1_bd943a37d6.png\" alt=\"whatagraph-report-1\">\u003Cbr> \u003C/p>\u003Cp>\u003Ca href=\"/\">Source:\u003C/a>\u003C/p>\u003Cp>But when you rely on structured data that is combined from all tools and sources, online and offline, you get a much more detailed picture of the entire user journey. At the end of the day, this allows for much more accurate \u003Cstrong>long-term metrics\u003C/strong>, such as the user's lifetime value. \u003C/p>\u003Ch3>Time to insight\u003C/h3>\u003Cp>When you use a cloud-based marketing data warehouse, you don’t need expensive on-premises hardware such as a physical data center to set up your marketing data pipeline. \u003C/p>\u003Cp>Just choose your data warehouse, such as BigQuery, Snowflake or Amazon Redshift, and start moving your data with a fully managed pipeline in real time. \u003C/p>\u003Cp>Even better, use a reporting tool that doesn’t need any additional data aggregators, such as \u003Cstrong>Whatagraph\u003C/strong>. \u003C/p>\u003Cp>Getting started with Whatagraph takes only a few clicks. \u003C/p>\u003Cp>Add your data sources from Google Ads, Facebook Ads, Shopify or more than 40 other integrations and optimize your insights. \u003C/p>\u003Cp>What is more, Whatagraph comes with \u003Ca href=\"/templates\">instant report templates\u003C/a> that provide you with insightful data analytics in minutes, for all your stakeholders. \u003C/p>\u003Ch3>Access to raw data\u003C/h3>\u003Cp>Most marketing dashboard interfaces show you aggregated data and calculated metrics. This not only limits you to do your own calculations, but data from different tools also never match. \u003C/p>\u003Cp>However, when you work with raw data, you define your own aggregation and calculation protocols for the entire organization. \u003C/p>\u003Ch3>Visualization and BI support\u003C/h3>\u003Cp>Not all marketing tools are compatible with major data visualization and BI tools. On the other hand, data warehouses like \u003Cstrong>BigQuery\u003C/strong>, have a native integration with almost every reputable BI and visualization tool. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>Data warehouse vs. database vs. data lake vs. data mart\u003C/h2>\u003Cp>Although intelligent data analytics tools, most marketing teams still rely on simple spreadsheets and \u003Ca href=\"https://whatagraph.com/blog/articles/best-dashboard-reporting-tools\">dashboard tools\u003C/a> for data storage, analysis, visualization, and reporting on their marketing campaigns. \u003C/p>\u003Cp>A 2022 survey has revealed that almost \u003Ca href=\"https://martech.org/spreadsheets-remain-critical-for-marketers/\" target=\"_blank\" rel=\"noopener noreferrer\">80% of marketers\u003C/a> find spreadsheets critical for their work. In other words, that’s what they spend the most time working with. \u003C/p>\u003Cp>The problem is that spreadsheets and other self-service dashboards just aren’t built to handle ever-growing amounts of marketing data in real time. \u003C/p>\u003Cp>That’s where data warehouses, databases, data lakes, and data marts come into play. \u003C/p>\u003Cp>However, these data management terms are often used interchangeably and incorrectly, so let’s break them down and explain their respective use cases. \u003C/p>\u003Ch3>Data warehouse\u003C/h3>\u003Cp>A data warehouse is a cloud-based platform that allows data scientists, developers who build ETL pipelines, or marketing teams to store and analyze structured data across channels and departments. It usually consists of tables and uses SQL as the query language. \u003C/p>\u003Cul>\u003Cli>Type of data: \u003Cstrong>Structured\u003C/strong>\u003C/li>\u003Cli>Number of sources: \u003Cstrong>Many\u003C/strong>\u003C/li>\u003Cli>Capacity: \u003Cstrong>Small to large\u003C/strong>\u003C/li>\u003Cli>Cost: \u003Cstrong>Low to medium\u003C/strong>\u003C/li>\u003Cli>Data access: \u003Cstrong>SQL APIs\u003C/strong>\u003C/li>\u003C/ul>\u003Ch3>Database\u003C/h3>\u003Cp>A database is a highly organized collection of structured data that teams can easily access, manage and update. Unlike cloud-based data warehouses, a database usually contains only mutually-related big data. An example of a database is your CRM – it stores information about your customers and leads.\u003C/p>\u003Cul>\u003Cli>Type of data: \u003Cstrong>Structured\u003C/strong>\u003C/li>\u003Cli>Number of sources: \u003Cstrong>Few\u003C/strong>\u003C/li>\u003Cli>Capacity: \u003Cstrong>Small to medium\u003C/strong>\u003C/li>\u003Cli>Cost: \u003Cstrong>High\u003C/strong>\u003C/li>\u003Cli>Data access: \u003Cstrong>Database management system\u003C/strong>\u003C/li>\u003C/ul>\u003Ch3>Data lake\u003C/h3>\u003Cp>A data lake is a central repository of data where teams can store data in its raw format, both structured and unstructured. The best way to describe a data lake is in your Google Drive folder. If you’re a digital content creator like me, it’s full of images, text docs, spreadsheets, and audio podcasts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/warehousevslake_f40c285512.png\" alt=\"data-warehouse-vs-data-lake\">\u003C/p>\u003Cp>\u003Ca href=\"https://blog.hubspot.com/marketing/data-warehouse-concepts\" target=\"_blank\" rel=\"noopener noreferrer\">Source:\u003C/a>\u003C/p>\u003Cul>\u003Cli>Type of data: \u003Cstrong>Unstructured and structured\u003C/strong>\u003C/li>\u003Cli>Number of sources: \u003Cstrong>Many\u003C/strong>\u003C/li>\u003Cli>Capacity: \u003Cstrong>Large\u003C/strong>\u003C/li>\u003Cli>Cost: \u003Cstrong>Low\u003C/strong>\u003C/li>\u003Cli>Data access: \u003Cstrong>CSV files\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>A poorly managed data lake can over time turn into a \u003Ca href=\"https://www.cio.com/article/230163/3-keys-to-keep-your-data-lake-from-becoming-a-data-swamp.html\" target=\"_blank\" rel=\"noopener noreferrer\">data swamp\u003C/a>.\u003C/p>\u003Ch3>Data mart\u003C/h3>\u003Cp>A data mart is a subdivision of a data warehouse that serves a specific business line. For example, if you’re storing data from other departments in the same data warehouse, your “marketing data warehouse” is in fact a data mart. By offering more structure, data marts can help users solve what's often quoted as \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehouse-challenge\">the biggest data warehousing challenge\u003C/a>: managing and optimizing the structure. \u003C/p>\u003Cul>\u003Cli>Type of data: \u003Cstrong>Structured\u003C/strong>\u003C/li>\u003Cli>Number of sources: \u003Cstrong>Many\u003C/strong>\u003C/li>\u003Cli>Capacity: \u003Cstrong>Medium\u003C/strong>\u003C/li>\u003Cli>Cost: \u003Cstrong>Medium\u003C/strong>\u003C/li>\u003Cli>Data access: \u003Cstrong>SQL\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>So what can we conclude?\u003C/p>\u003Cp>A data warehouse is an excellent solution for the long-term storage of all your marketing data:\u003C/p>\u003Cp>1. It can store data from many sources.\u003C/p>\u003Cp>2. Its capacity is scalable according to your needs.\u003C/p>\u003Cp>3. The data storage cost is also scalable – you pay based on the volume of data. \u003C/p>\u003Cp>4. The data is structured, which means easier to query and analyze in real-time.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>I hope this post helped you understand the concept of a marketing data warehouse and why every digital marketing team could use one. \u003C/p>\u003Cp>If you’d like to try a marketing data warehouse, but don’t know where to start, I recommend you try out Whatagraph. \u003C/p>\u003Cp>Whatagraph allows you to collect and analyze data from \u003Cstrong>40+ marketing channels\u003C/strong>, and the best thing is that you don't need any other tool to make it work. \u003C/p>\u003Cp>Use it to create visually-appealing real time reports of the most important metrics and show results behind your campaigns. \u003C/p>\u003Cp>Whatagraph pretty much \u003Cstrong>automates your reporting\u003C/strong> and brings your marketing analytics capabilities on a whole new level. \u003C/p>\u003Cp>The app is intuitive and easy to use but if you ever get stuck, there’s \u003Cstrong>24/5 support\u003C/strong> to help you out.  \u003C/p>\u003Cp>\u003Ca href=\"/book-a-call\">Book a demo call\u003C/a> with our product experts and find out how else Whatagraph can help you grow your business. \u003C/p>","2022-12-09T15:17:10.000Z","2025-04-10T14:37:32.669Z","2022-12-09",{"id":532,"title":533,"slug":534,"summary":535,"body":536,"read_time":270,"createdAt":537,"updatedAt":538,"publishedAt":537,"errors":510,"table_of_contents":32,"dateReorder":539},2249,"What Are the Limits of the Google Analytics 4 API And How to Overcome Them?","google-analytics-4-api-limits","\u003Cp>On July 1st, 2023, Universal Analytics will stop processing hits, and whether you like it or not, you will have to get familiar with Google Analytics 4. But it’s not just about website analytics and data — there are other implications when you switch. Most notably, Looker Studio (formerly Google Data Studio) has issues loading data from Google Analytics 4. Here is why that happens and how you can overcome it.\u003C/p>","\u003Ch2>Why are there API limitations in Google Analytics 4?\u003C/h2>\u003Cp>Like most marketers or website owners, you’re probably getting a lot of emails from Google Analytics. Besides the monthly reports, there is another important type of email — a reminder that they are replacing the current version of GA (Universal Analytics) with Google Analytics 4.\u003C/p>\u003Cp>Google Analytics 4 is not new by any means. The new analytics setup was launched in \u003Ca href=\"https://searchengineland.com/google-deprecate-universal-analytics-on-july-1-2023-382648#:~:text=A%20brief%20history%20of%20Google,and%20cross%2Ddevice%20measurement%20capabilities.\">October 2020\u003C/a>, and businesses could switch from Universal Analytics at any time. All this time, you could use Looker Studio to fetch data and create marketing reports. \u003C/p>\u003Cp>Using Google Analytics API instead of the standard Google Analytics user interface gave teams much broader horizons for insights like hierarchical traffic and time-sensitive attribution analysis. \u003C/p>\u003Cp>Problems started arising when Google launched its Google Analytics 4 API v1 somewhere in March of 2022. There was always an API quota for each service account, but since November of 2022, Google has been more strict about enforcing it. This is why you may get quota API errors in your Looker Studio dashboard.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>Top 5 Google Analytics 4 API errors\u003C/h2>\u003Cp>What happens is that Looker Studio editors using the native GA4 connector can’t visualize their data. Once the quotas for a specific property ID are reached, Looker studio displays the error message:\u003C/p>\u003Cp>\u003Cstrong>1. The underlying data quota limit was exceeded. Please try again later. \u003C/strong>\u003C/p>\u003Cp>Google Analytics, not Looker Studio, sets the quotas, and everyone must fit within the same limitations. There are two quota limits, depending on whether you use a GA4 Standard (free version) or 360 property.\u003C/p>\u003Cp>\u003Cstrong>2. Failed to fetch the data from the underlying dataset.\u003C/strong>\u003C/p>\u003Cp>Google Analytics 4 sets quotas on the property level, which means that when you meet the quota, it affects all users. If Looker Studio reports consume all available quotas for a GA4 property or data sources used elsewhere, Looker Studio may fail to fetch new data.\u003C/p>\u003Cp>\u003Cstrong>3. Quota Error: The data set has been accessed too many times.\u003C/strong>\u003C/p>\u003Cp>The API request quota has been reached. The API lets you get data in two date ranges in a single JSON request. You must use the Core Reporting API to access the actual report data (like sessions, pageviews, bounce rate, etc.).\u003C/p>\u003Cp>\u003Cstrong>4. Exhausted concurrent request Quota, please send fewer requests concurrently.\u003C/strong>\u003C/p>\u003Cp>This error refers to the number of API requests that are made at the same time. For non-paid GA properties, this is limited to 10. If a Looker Studio report contains elements that need more than 10 API calls to refresh or more users make API calls simultaneously, you will start getting this error message. \u003C/p>\u003Cp>\u003Cstrong>5. Sorry we have encountered an error and were unable to complete your request.\u003C/strong>\u003C/p>\u003Cp>You need to switch authentication from scram-sha-256 to md5. Not recommended generally, as md5 has more security issues.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>How to work around the limits of the Google Analytics 4 API\u003C/h2>\u003Cp>Looker Studio users are resorting to different solutions to get their data into Looker Studio without hitting the API quota limit. For example, you can use:\u003C/p>\u003Cul>\u003Cli>Whatagraph\u003C/li>\u003Cli>BigQuery \u003C/li>\u003Cli>GA4 Premium\u003C/li>\u003Cli>Google’s Extract Data connector\u003C/li>\u003Cli>Google Sheets\u003C/li>\u003C/ul>\u003Ch3>Use Whatagraph \u003C/h3>\u003Cp>Although the quotes are enforced for the native Google connector, the limitations have not affected third-party pipelines. The easiest way to keep in touch with your Google Analytics 4 data is to use a tool with native Google Analytics integration like Whatagraph.\u003C/p>\u003Cp>Whatagraph has a ready-made connection with \u003Ca href=\"https://whatagraph.com/integrations/ga4\">Google Analytics 4 data API\u003C/a>, no additional setup or coding is needed. Just log in and get your data connected to your reports and \u003Ca href=\"https://whatagraph.com/google-analytics-4-dashboard\">dashboards\u003C/a>. \u003C/p>\u003Cp>Whatagraph replicates the data and makes it available to for super-fast automation and reporting. You can clean and prepare your report data before sending it anywhere further. This way complex joins and transformations take place within Whatagraph.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/google_analytics_report_wg_4a3cf49444.png\" alt=\"whatagraph-ga4-report\">\u003C/p>\u003Cp>Schedule how often you want to update and update only the most recent data incrementally. In practice, you can have massive tables with even hundreds of millions of rows and not slow down your users or overload your database. \u003C/p>\u003Cp>Users can create \u003Ca href=\"https://whatagraph.com/templates/google-analytics-4-report\">report templates\u003C/a> and connect as many reports as needed in real-time. \u003C/p>\u003Cp>If data from Google Analytics alone does not solve your problem, effortlessly combine metrics from multiple data sources, such as Google Ads and Google Search Console, to run reports for cross-channel campaigns from one place.\u003C/p>\u003Ch3>Load data into BigQuery directly\u003C/h3>\u003Cp>With the increased dependence on data-driven insights, using a data warehouse to secure your data is the most stable and long-term solution. If you use Looker Studio for reporting, you can also try BigQuery — a data warehouse based on the Google Cloud Platform. \u003C/p>\u003Cp>Storing in data warehouses helps you eliminate data silos, lower maintenance needs, and take ownership of your data.\u003C/p>\u003Cp>If you are proficient in writing queries, BigQuery is the big leap forward. It will allow you to shift most of the request load from the API to BigQuery. \u003C/p>\u003Cp>\u003Cstrong>Note\u003C/strong>: This method is not something we’d recommend for beginners. It’s quite heavy on the engineering side, and you may need to hire a data scientist. It can also mean additional costs on the BigQuery side if you don’t optimize your queries. \u003C/p>\u003Cp>You can also \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">use BigQuery with Whatagraph\u003C/a>. This way, you save yourself all the hassle of writing queries and the money you’d pay the data engineer.\u003C/p>\u003Ch3>Upgrade to GA4 Premium\u003C/h3>\u003Cp>If your clients are hitting quotas regularly, you may try upgrading your Google Analytics account to Premium. You’ll get almost 10x the quota limits and many other benefits. This solution would not be ideal for most users, but it can be a quick fix to those who can afford it. \u003C/p>\u003Cp>And afford is the word because the price of the GA Premium package is about $15k per year.  \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Google’s Extract Data connector\u003C/h3>\u003Cp>This option is free to use and the data extractor allows you to choose specific metrics, start date, end date and custom dimensions for your report. \u003C/p>\u003Cp>You can get the full list of available dimensions, metadata, and metrics at:\u003C/p>\u003Cp>\u003Ca href=\"https://developers.google.com/analytics/devguides/reporting/data/v1/api-schema#metrics\">https://developers.google.com/analytics/devguides/reporting/data/v1/api-schema#metrics\u003C/a> \u003C/p>\u003Cp>In other words, you take a snapshot of your data after which you can schedule the daily, weekly, or monthly update. \u003C/p>\u003Cp>A huge perk of this connector is that it promptly accelerates the reporting in your favorite \u003Ca href=\"https://whatagraph.com/google-analytics-4-reporting-tool\">reporting tool such as Whatagraph\u003C/a>. Your data loads and responds to filters and other changes much faster. \u003C/p>\u003Cp>The problem is that you can’t edit the fields once you’ve selected them in the report. Also, you’re also limited by 100MB of storage, which can last a long time, but definitely not forever. \u003C/p>\u003Cp>You can also use Google’s Data Extract connector with Whatagraph. Link it with your existing data sources, select the metrics you want to report, and extract the data. As a result, your Looker Studio report uses stored data instead of live data and makes your reporting much faster. \u003C/p>\u003Ch3>Google Sheets\u003C/h3>\u003Cp>You can also use Google Sheets as data storage and feed your data to a reporting tool such as \u003Ca href=\"/data-visualization-dashboard\">Whatagraph for visualization and reporting\u003C/a>. \u003C/p>\u003Cp>However, with Google Sheets, you’re limited to 1 million rows. If you handle a lot of data, it’s best to use a data warehouse like BigQuery or a GA-native data connector like Whatagraph. \u003C/p>\u003Ch2>December 2022 Update: Monitoring Google 4 API Usage Data\u003C/h2>\u003Cp>On December 20, 2022, Google updated Looker Studio with a new feature for reports that connect to Google Analytics 4 data. \u003C/p>\u003Cp>Now you can monitor quota token usage to keep your \u003Ca href=\"https://whatagraph.com/blog/articles/google-analytics-4-reporting\">reports within GA4 quotas\u003C/a>.\u003C/p>\u003Cp>To activate the feature, go to edit mode and right-click on the report chart or canvas to access the Google Analytics Token Usage dialog. Here you can see both the number of quota tokens spent by report components and the remaining tokens.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/ga4_token_usage_7c9ae6c48e.png\" alt=\"ga4-token-use\">\u003C/p>\u003Cp>\u003Ca href=\"https://support.google.com/looker-studio/answer/13139222#dec-14-2022\">Source:\u003C/a>\u003C/p>\u003Cp>When you combine this data with \u003Ca href=\"https://support.google.com/looker-studio/answer/12182485#ga4-quota&zippy=%2Cin-this-article\">Google’s recommendations\u003C/a> for reducing the amount of data queried from GA4, you can keep your reports within GA4 API quota limits.  \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>The limited number of Google Analytics 4 API requests has changed the rules. If you have many user permissions and data, you don’t want any tool generating that many queries against your database. \u003C/p>\u003Cp>Many systems and apps might use your database even if you have a few active users. In this situation, you can burn through your API quotes faster than the third monkey running up the ramp to Noah’s Ark.\u003C/p>\u003Cp>The easiest way to bypass this limitation is to use a data connector like Whatagraph. This way all the querying is done on stored data which doesn’t trigger the reporting API count. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call/\">Book a demo call\u003C/a> with one of our product specialists and learn how else Whatagraph can help you grow your business.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>","2023-01-10T19:55:55.000Z","2025-06-17T14:25:28.633Z","2023-01-10",{"id":541,"title":542,"slug":543,"summary":544,"body":545,"read_time":50,"createdAt":546,"updatedAt":547,"publishedAt":546,"errors":510,"table_of_contents":32,"dateReorder":548},2250,"What is Google BigQuery and How Does it Work? – The Ultimate Guide","google-bigquery","\u003Cp>Companies increasingly rely on data-driven decision-making and embracing an open data culture where the data is not siloed among multiple vendors, behind multiple APIs with their limitations. Data warehouses like Google BigQuery, Snowflake, Amazon Redshift, and Microsoft Azure play a big part in driving the innovation. In this guide, we talk about BigQuery, an enterprise-grade data warehouse based on Google Cloud infrastructure.\u003C/p>","\u003Ch2>What is Google BigQuery?\u003C/h2>\u003Cp>Google BigQuery is a serverless, highly-scalable \u003Ca href=\"/blog/articles/marketing-data-warehouse\">data warehouse\u003C/a> with a built-in query engine. The engine is powerful enough to run queries on terabytes of data in seconds and petabytes in only minutes. \u003C/p>\u003Cp>The story of BigQuery began in late 2010 when the site director of the Google Seattle office commandeered several engineers and asked them to build a data marketplace that wouldn’t require users to download terabytes of datasets to their own machines. \u003C/p>\u003Cp>So they employed a principle popularized by Jim Gray, the database pioneer:\u003C/p>\u003Cp>\u003Ci>“When you have big data, you want to move the computation to the data, rather than move the data to the computation.” \u003C/i>\u003C/p>\u003Cp>So the engineers decided to build a computer engine and storage system in the cloud.\u003C/p>\u003Cp>As mentioned before, BigQuery is fundamentally different from on-premises cloud data warehouses like Redshift and Microsoft Azure.\u003C/p>\u003Cp>It’s the first data warehouse that offers a \u003Cstrong>scale-out solution\u003C/strong>. This means that the only limit in speed and scale is the amount of hardware in \u003Ca href=\"https://www.macquariedatacentres.com/blog/a-guide-to-data-centre-relocation-what-you-need-to-know/\" target=\"_blank\" rel=\"noopener noreferrer\">the data center\u003C/a>. \u003C/p>\u003Cp>This is a similar approach we had when designing Whatagraph’s data transfer feature. We wanted to give every user the same level of speed and scale, no matter the data stack they use. \u003C/p>\u003Cp>Basically, we had two types of users in mind:\u003C/p>\u003Cul>\u003Cli>Small non-tech teams\u003C/li>\u003Cli>Marketing agencies that handle hundreds of clients, each with their own data stacks\u003C/li>\u003C/ul>\u003Cp>In both cases, Whatagraph saves the time needed to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">load data from multiple sources to Google BigQuery\u003C/a>.\u003C/p>\u003Cp>With Whatagraph, the data transfer process has never been simpler. \u003C/p>\u003Cp>No code knowledge or data engineering is required – just point and click. \u003C/p>\u003Cp>Let’s take a look at features that make BigQuery stand out and \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-tutorial\" target=\"_blank\" rel=\"noopener noreferrer\">how to use it\u003C/a>.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Decoupled compute and storage\u003C/h3>\u003Cp>In many data warehouses, compute and storage are located together on the same physical hardware. This means that to add more storage, you might need to add more compute power and the other way around. \u003C/p>\u003Cp>That wouldn’t be a problem if everyone’s data needs were similar. \u003C/p>\u003Cp>But in reality, some data warehouses are limited by compute capacity, so they slow down at peak times. Other data warehouses are limited by storage capacity, so maintainers must figure out what data to delete. \u003C/p>\u003Cp>When your compute and storage are separated, as BigQuery does, you never have to throw out data, unless you don’t need it anymore.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/bigquery_architecture_jpg_55fa19b19c.png\" alt=\"bigquery-layout\">\u003C/p>\u003Cp>\u003Ca href=\"https://cloud.google.com/blog/products/data-analytics/new-blog-series-bigquery-explained-overview\">Source:\u003C/a>\u003C/p>\u003Cp>Let’s say you want to calculate something differently and need the raw data to re-query it. This wouldn’t be possible if you discarded the source data to make space. \u003C/p>\u003Cp>Scalable compute is also important. BigQuery resources are represented as slots, about half of a CPU core. These slots indicate how many physical compute resources are available. \u003C/p>\u003Cp>So if your queries run too slow, add more slots. Do you want to have more people creating reports? Add more slots. Need to cut back on expenses? Decrease the slots. \u003C/p>\u003Cp>Google BigQuery has users with petabytes of data who use a relatively small amount daily. Other customers store only a few gigabytes but perform complex queries using thousands of CPUs simultaneously. \u003C/p>\u003Cp>Thanks to decoupled compute and storage, BigQuery can accommodate a wide range of customer needs.\u003C/p>\u003Ch3>Storage and networking architecture \u003C/h3>\u003Cp>Thanks to its serverless architecture, BigQuery storage is decoupled from compute, allowing teams to scale functionalities independently on demand. \u003C/p>\u003Cp>This results in immense flexibility and cost optimization for customers who don’t have to keep their expensive compute resources running all the time. \u003C/p>\u003Cp>This differs from traditional node-based cloud data warehouses or on-premise massively parallel processing (MPP) systems.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/bigquery_architecture_1_e150cf96bf.png\" alt=\"bigquery-architecture\">\u003C/p>\u003Cp>\u003Ca href=\"https://panoply.io/data-warehouse-guide/bigquery-architecture/\">Source:\u003C/a>\u003C/p>\u003Cp>Under the hood, BigQuery employs a huge set of multi-tenant services powered by low-level Google Infrastructure technologies like Dremel, Colossus, Jupiter, and Borg. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Dremel\u003C/strong> is a large multi-tenant cluster that executes SQL queries. It turns SQL queries into execution trees. The tree leaves are called slots, and they do the heavy lifting of reading data from storage and performing necessary computations. Dremel dynamically appropriates slots to queries on an as-needed basis. This enables simultaneous queries from multiple users and allows a single user to get thousands of slots to run their queries. \u003C/li>\u003Cli>\u003Cstrong>Colossus\u003C/strong> is Google’s global storage system. BigQuery uses the columnar storage format and compression algorithm to store data in Colossus, which is optimized for reading large amounts of structured data. Thanks to Colossus, BigQuery users can scale up to dozens of petabytes of data seamlessly without investing in much more expensive compute resources as in traditional data warehouses. \u003C/li>\u003Cli>\u003Cstrong>Jupiter\u003C/strong> is the petabit network that BigQuery compute and storage use to talk to each other. Google’s Jupiter network moves data extremely rapidly from one place to another. \u003C/li>\u003Cli>\u003Cstrong>Borg\u003C/strong> is BigQuery’s orchestration ecosystem. Borg runs the mixer and slots, which allocates hardware resources.  \u003C/li>\u003C/ul>\u003Cp>The important aspect of BigQuery is that Google is continuously improving these technologies. \u003C/p>\u003Cp>As a result, users get a scalable data warehouse that constantly improves in performance, durability, and efficiency, \u003C/p>\u003Cp>More importantly, the decoupled architecture enables upgrades without downtime, which is often a problem with traditional solutions.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>How to use Google BigQuery?  \u003C/h2>\u003Cp>Now, let’s add some data into BigQuery and see how it works. \u003C/p>\u003Cp>The first step is to choose the project you want and click \u003Cstrong>Create Dataset\u003C/strong>. \u003C/p>\u003Cp>Assign a Dataset ID — letters and numbers. You can select the data location, table expiration, and encryption. After that, click \u003Cstrong>Create Dataset\u003C/strong>. \u003C/p>\u003Cp>You can find your new dataset by clicking the \u003Cstrong>Expand node\u003C/strong> button. \u003C/p>\u003Cp>The next step is to create a BigQuery table in the dataset. You can:\u003C/p>\u003Cul>\u003Cli>Create an empty table and fill it manually \u003C/li>\u003Cli>Upload a table from your device\u003C/li>\u003Cli>Import a table from Google Cloud Storage or Google Drive\u003C/li>\u003Cli>Import a table from Google Cloud Bigtable through the CLI\u003C/li>\u003C/ul>\u003Ch3>What file formats can you import into BigQuery?\u003C/h3>\u003Cp>You can load your data into BigQuery in these formats:\u003C/p>\u003Cul>\u003Cli>CSV\u003C/li>\u003Cli>JSON\u003C/li>\u003Cli>Avro\u003C/li>\u003Cli>Parquet\u003C/li>\u003Cli>ORC\u003C/li>\u003Cli>Google Sheets\u003C/li>\u003Cli>Cloud Datastore Backup \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>You can’t import Excel files directly into BigQuery. Either convert your Excel files to CSV or convert Excel to Google Sheets first.\u003C/strong>\u003C/p>\u003Ch3>Upload CSV data to BigQuery\u003C/h3>\u003Cp>When you click the \u003Cstrong>Create table\u003C/strong> button, you need to:\u003C/p>\u003Cp>1. Choose source — \u003Cstrong>Upload\u003C/strong>\u003C/p>\u003Cp>2. Select file — click \u003Cstrong>Browse\u003C/strong> and choose the CSV file from your device\u003C/p>\u003Cp>3. File format — choose CSV, although the system automatically detects the file format\u003C/p>\u003Cp>4. Table name — enter the table name\u003C/p>\u003Cp>5. Check the \u003Cstrong>Auto detect \u003C/strong>checkbox.\u003C/p>\u003Cp>6. Click \u003Cstrong>Create table\u003C/strong> \u003C/p>\u003Ch3>Upload data from Google Sheets to BigQuery manually​​\u003C/h3>\u003Cp>The workflow is similar to uploading CSV files, with some modifications. \u003C/p>\u003Cp>Click the \u003Cstrong>Create table\u003C/strong> button and:\u003C/p>\u003Cp>1. Choose source — \u003Cstrong>Drive\u003C/strong>\u003C/p>\u003Cp>2. Select Drive URI — insert the URL of your Google Sheets spreadsheet\u003C/p>\u003Cp>3. File format — choose Google Sheets\u003C/p>\u003Cp>4. Sheet range — specify the sheet and data range to import. \u003C/p>\u003Cp>5. Table name — enter the table name\u003C/p>\u003Cp>6. Check the \u003Cstrong>Auto detect\u003C/strong> box\u003C/p>\u003Cp>7. Click \u003Cstrong>Create table\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch3>Load data to BigQuery from Google Sheets and other platforms on a schedule\u003C/h3>\u003Cp>If you have a data set in Google Sheets that you need to import to BigQuery every day, you have two options:\u003C/p>\u003Cp>Load data manually \u003C/p>\u003Cp>OR\u003C/p>\u003Cp>\u003Cstrong>Automate the import to BigQuery using one of the integrations provided by Whatagraph. \u003C/strong>\u003C/p>\u003Cp>Whatagraph can now natively move data from different sources to customers’ BigQuery accounts according to schedule. \u003C/p>\u003Cp>These include the most popular marketing tools such as \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/google-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">Google Ads\u003C/a>, \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/facebook-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">Facebook Ads\u003C/a>, \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/linkedin-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">LinkedIn Ads\u003C/a>, \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/tiktok-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">TikTok Ads\u003C/a>, \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/instagram-business/\" target=\"_blank\" rel=\"noopener noreferrer\">Instagram\u003C/a>, and many more. \u003C/p>\u003Cp>The manual method works fine for in-house marketing teams and certain use cases. Still, if you have hundreds of accounts and want to track metrics from multiple data sources, you will benefit from Whatagraph integrations.\u003C/p>\u003Cp>Whatagraph is a fully managed data connector that completely automates loading data from your desired sources and transforming it into analysis-ready form without writing a single line of code.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/Screenshot_202023_01_12_20at_2010_38_58_021c707afe.png\" alt=\"bq-integrations\">\u003C/p>\u003Cp>Whatagraph takes care of data integration and lets you focus on key business activities and draw more accurate insights on generating more leads.\u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Ch3>Google BigQuery ETL data load\u003C/h3>\u003Cp>A shortcut would be to \u003Cstrong>Extract\u003C/strong> data from the data source, \u003Cstrong>Transform\u003C/strong> it into a format that BigQuery accepts, upload this data to Google Cloud Storage (GCS) and \u003Cstrong>Load\u003C/strong> it to BigQuery from GSC. \u003C/p>\u003Cp>There are multiple ways of loading data to BigQuery. It gets pretty easy if you’re moving from Google Applications, such as Google Analytics, Google Ads, Data Studio, etc.\u003C/p>\u003Cp>Google provides a robust BigQuery Data Transfer Service — Google’s own in-house data migration tool. \u003C/p>\u003Cp>However, if you load data from other sources — databases, cloud applications, and marketing tools, you need to deploy engineering resources to write custom scripts. \u003C/p>\u003Cp>Keep in mind that custom coding scripts to move data to Google BigQuery is both complex and time-consuming. \u003C/p>\u003Cp>A third-party data pipeline platform like Whatagraph can make this a hassle-free process.\u003C/p>\u003Ch3>Why use Whatagraph to ETL data to BigQuery?\u003C/h3>\u003Cp>\u003Cstrong>Easy to use\u003C/strong>: Whatagraph has a simple and interactive UI that requires minimal learning for new users. \u003C/p>\u003Cp>\u003Cstrong>Built to scale\u003C/strong>: As the number of sources and your data volume grows, Whatagraph scales to meet your needs.\u003C/p>\u003Cp>\u003Cstrong>Managed schema\u003C/strong>: Whatagraph eliminates the complex task of schema management and automatically detects the schema of incoming data and maps it accordingly.  \u003C/p>\u003Cp>\u003Cstrong>BI engine\u003C/strong>: Google BigQuery uses standard SQL queries to create and execute machine learning models and integrate them with other Business Intelligence tools.\u003C/p>\u003Cp>\u003Cstrong>Data visualization: \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-data-visualization/\" target=\"_blank\" rel=\"noopener noreferrer\">Visualize data\u003C/a> stored in BigQuery back in Whatagraph using \u003Ca href=\"https://whatagraph.com/bigquery-dashboard\">interactive dashboards\u003C/a>.  \u003C/p>\u003Cp>\u003Cstrong>Live support\u003C/strong>: The Whatagraph team is available 20 hours a day, 5 days a week, to offer customer support through live chat, e-mail, and support calls. \u003C/p>\u003Cp>\u003Cstrong>Flexible pricing\u003C/strong>: Clear, transparent pricing where you know what you pay for.\u003C/p>\u003Ch2>4 types of BigQuery analytics \u003C/h2>\u003Cp>BigQuery is optimized to \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-analytics\" target=\"_blank\" rel=\"noopener noreferrer\">run analytic queries\u003C/a> on large datasets. This data warehouse supports several types of data analysis workflows:\u003C/p>\u003Cp>\u003Cstrong>1. Ad hoc analysis\u003C/strong>: Google Standard SQL allows users to run queries in the Google Cloud or through third-party apps.  \u003C/p>\u003Cp>\u003Cstrong>2. Geospatial analysis\u003C/strong>: BigQuery uses geography \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-data-types\" target=\"_blank\" rel=\"noopener noreferrer\">data types\u003C/a> and GS SQL geography functions to let users analyze and visualize geospatial data. \u003C/p>\u003Cp>\u003Cstrong>3. Machine learning\u003C/strong>: Create and execute machine learning (ML) models in BigQuery.\u003C/p>\u003Cp>\u003Cstrong>4. Business intelligence\u003C/strong>: BigQuery BI Engine allows users to build rich interactive dashboards and report without compromising performance, scalability, security, and freshness of data.\u003C/p>\u003Ch2>4 types of BigQuery data\u003C/h2>\u003Cp>BigQuery allows users to query the following data source types:\u003C/p>\u003Cp>\u003Cstrong>1. Data stored in BigQuery\u003C/strong>: Users can load data into BigQuery for analysis using BigQuery native data connectors or a third-party pipeline like Whatagraph. \u003C/p>\u003Cp>\u003Cstrong>2. External Data\u003C/strong>: You can query different external data sources like other Google Cloud services or database services. \u003C/p>\u003Cp>\u003Cstrong>3. Multi-cloud data\u003C/strong>: You can query data stored in other public clouds, such as Redshift or Azure. \u003C/p>\u003Cp>\u003Cstrong>4. Public datasets\u003C/strong>: If you don’t have your own data, you can analyze the datasets available in the public dataset marketplace. Google Cloud public datasets contain over 200 high-demand public datasets from different industries. Customers can query up to 1 TB of data per month at no cost.\u003C/p>\u003Ch2>Top 5 Google BigQuery data visualization tools\u003C/h2>\u003Cp>BigQuery has no visualization capabilities but integrates well with various visualization tools. \u003C/p>\u003Cp>Here are some of the best tools for visualizing your BigQuery data.\u003C/p>\u003Cp>\u003Cstrong>1. Whatagraph\u003C/strong>\u003C/p>\u003Cp>Whatagraph has a data connector for BigQuery that lets you transfer data from any marketing source to BigQuery.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bq_report_110fe22952.png\" alt=\"bq-report.png\">\u003Cbr>\u003Cbr> \u003C/p>\u003Cp>If you don’t know where to start, use our library of pre-made report templates to create reports that meet your company's specifications. \u003C/p>\u003Cp>\u003Cstrong>2. Tableau\u003C/strong>\u003C/p>\u003Cp>This BigQuery data visualization and reporting tool is compatible with almost any database. Tableau also has a drag-and-drop feature and plenty of integrations. Still, it lacks some functionalities that you’d expect from a thoroughbred business intelligence tool. \u003C/p>\u003Cp>\u003Cstrong>3. Hevo Data\u003C/strong>\u003C/p>\u003Cp>A no-code data pipeline that helps users load data from any source, such as MySQL, SaaS applications, Cloud Storage, etc. Hevo Data is a popular choice due to its scalable architecture and support of different business intelligence tools. \u003C/p>\u003Cp>\u003Cstrong>4. Power BI\u003C/strong>\u003C/p>\u003Cp>Developed by Microsoft, this data visualization tool allows you to unify data from various external sources and create insightful reports. At an enterprise scale, it provides self-service analytics options and data centralization. The only drawback is that the tool enables data modeling only with Windows Desktop. \u003C/p>\u003Cp>\u003Cstrong>5. Looker\u003C/strong>\u003C/p>\u003Cp>Another product from the Google Cloud Platform, Looker helps you create insightful visualizations and user-friendly workflow. Although it provides access to the full data sets and supports data centralization, it lacks advanced charting functionality.\u003C/p>\u003Ch2>Pros & cons of Google BigQuery in 2023\u003C/h2>\u003Ch3>Pros\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Focus on data-driven insights \u003C/strong>\u003C/li>\u003C/ul>\u003Cp>BigQuery allows you to have maximized query performance without having to manage any infrastructure and without having to create and rebuild indexes. \u003C/p>\u003Cp>As customers have no infrastructure to manage, they can focus on uncovering meaningful insights using familiar SQL without going through a database administrator. As a result, cloud-based data warehousing becomes more economical because teams pay only for processing and storage use. \u003C/p>\u003Cp>In addition, BigQuery integrates with various Google Cloud Platform (GCP) services and third-party tools.  \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Analytics at every stage of the data lifecycle\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>BigQuery covers the entire analytics value chain, including ingesting, processing, and storing data, supported by advanced data analytics and collaboration. \u003C/p>\u003Cp>At each stage of the data cycle, Google Cloud Platform provides scalable services to manage data. In other words, teams can select services tailored to their data and workflow. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Ingest data from various sources\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>BigQuery supports multiple ways to ingest data into its managed storage. The specific method depends on the origin of the data. For example, many GCP data sources, such as Cloud Logging and Google Analytics, support direct exports to BigQuery. \u003C/p>\u003Cp>BigQuery Data Transfer Service also allows data transfer to BigQuery from Google SaaS apps like Google Ads and Cloud Storage, Amazon S3, and other data warehouses like Teradata, Redshift, etc.  \u003C/p>\u003Cp>Streaming data, such as logs or IoT device data, can also be loaded to BigQuery using Cloud Dataflow pipelines or directly, via the BigQuery stream ingestion API.\u003Cbr> \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Secure Virtual Private Cloud (VPC)\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>BigQuery’s security model is tightly coupled with the rest of Google’s Cloud Platform, which gives users a holistic view of their data security. \u003C/p>\u003Cp>What does that mean?\u003C/p>\u003Cp>First, BigQuery uses Google’s Identity and Access Management (\u003Ca href=\"https://nordlayer.com/learn/iam/what-is-iam/\" target=\"_blank\" rel=\"noopener noreferrer\">IAM\u003C/a>) access control system to assign specific permissions to individual users or groups. \u003C/p>\u003Cp>BigQuery also inherits Google’s Virtual Private Cloud policy controls, which protect against users who try to access data from outside your organization or export it to third parties.\u003C/p>\u003Cp>The best thing is that both IAM and VPC controls are designed to work across the Google Cloud Platform, so there’s no worry that certain products create a security hole.\u003C/p>\u003Cp>Google Cloud has more than two dozen data centers worldwide, with new ones popping up quickly. \u003C/p>\u003Cp>So, for example, if you have business reasons for keeping data in the US, you can do it. Create your dataset with the US region code, and all your queries against stored data will be done within that region. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Cons\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Too powerful for some users\u003C/strong> \u003C/li>\u003C/ul>\u003Cp>Google BigQuery is designed to handle very large datasets at super-fast speeds. As such, it might not be the right solution for businesses operating only in small datasets. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Pricing can add up\u003C/strong> \u003C/li>\u003C/ul>\u003Cp>Google BigQuery is reasonably priced, and separated storage and compute give businesses better control over pricing. However, the costs can add up for businesses that don’t pay attention to the tools they use or the scale of their operations. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Unique SQL\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>BigQuery uses a unique SQL implementation that helps to smooth data querying. The problem is that several BigQuery SQL dialects can be confusing, especially for new users. On the bright side, it allows customers to restore standard SQL. \u003C/p>\u003Ch2>Google BigQuery pricing\u003C/h2>\u003Cp>\u003Ca href=\"/blog/articles/bigquery-pricing\" target=\"_blank\" rel=\"noopener noreferrer\">BigQuery pricing\u003C/a> depends on analysis type, storage, data ingestion and extraction, and additional services. Loading and exporting data are free. \u003C/p>\u003Cp>Let’s take a look at the BQ pricing model.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/pricing_2_b88c552e4b.png\" alt=\"pricing-2\">\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>BigQuery has matured into a sophisticated, capable, and secure data warehousing service that can process terabytes of data within a few seconds. As part of Google’s Cloud Platform, it enables seamless data migration and aggregation from Google platforms. However, if you need to integrate data from different sources, open-source libraries, or business intelligence tools, try Whatagraph.\u003C/p>","2023-01-11T06:14:47.000Z","2025-05-26T13:12:25.995Z","2023-01-11",{"id":550,"title":551,"slug":552,"summary":553,"body":554,"read_time":270,"createdAt":555,"updatedAt":556,"publishedAt":555,"errors":557,"table_of_contents":32,"dateReorder":452},2251,"9 Most Important BigQuery Data Types","bigquery-data-types","\u003Cp>Understanding BigQuery data types is essential if you want to maximize the on-demand offerings and capabilities of this data warehouse. Many of our customers would like to know more about the different data types provided by BigQuery and how to map the data from their source to BigQuery data types. Let’s dive in and simplify BigQuery data types.\u003C/p>","\u003Ch2>What is BigQuery?\u003C/h2>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">BigQuery\u003C/a> is a highly-scalable data warehouse managed by the Google Cloud Platform, similar to Redshift and Azure. Businesses use the BigQuery BI functionality to store, query, ingest and retrieve insights from their schema datasets.  \u003C/p>\u003Cp>Unlike SQL servers, BigQuery operates as a serverless REST API SaaS solution, so your data teams can analyze data using standard SQL.  \u003C/p>\u003Cp>That was one of the reasons why we choose BigQuery as a dedicated data warehouse for Whatagraph data transfers.\u003C/p>\u003Cp>We wanted to make the data migration process so simple that small non-tech teams can perform it.\u003C/p>\u003Cp>Over time, we noticed that our customers are mainly marketing agencies that handle hundreds of clients, each with their own data stacks.  \u003C/p>\u003Cp>In both cases, Whatagraph saves those people's time needed to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>load data from multiple sources to Google BigQuery\u003C/u>\u003C/a>.\u003C/p>\u003Cp>What is more, we simplified the data transfer process to the point-and-click level so anyone can do it. \u003C/p>\u003Cp>No code knowledge or data engineering is required.   \u003C/p>\u003Ch2>What are the different BigQuery data types?\u003C/h2>\u003Cp>BigQuery supports different data types, each with several functions and operations, as well as restrictions:\u003C/p>\u003Cp>1. NUMERIC\u003C/p>\u003Cp>2. BOOLEAN\u003C/p>\u003Cp>3. STRINGS\u003C/p>\u003Cp>4. BYTES\u003C/p>\u003Cp>5. TIME AND DATE\u003C/p>\u003Cp>6. TIMEZONE\u003C/p>\u003Cp>7. GEOGRAPHY (GIS)\u003C/p>\u003Cp>8. ARRAY\u003C/p>\u003Cp>9. STRUCT\u003C/p>\u003Cp>Let’s now explain each of these data types.\u003C/p>\u003Ch2>1. BigQuery NUMERIC data type\u003C/h2>\u003Cp>Numeric data types supported by BigQuery are:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Integer (INT64)\u003C/strong>: This represents numbers within the range of 9,223,372,036,854,775,808 to 9,223,372,036,854,775,807 and numbers that don’t have fractional components.\u003C/li>\u003Cli>\u003Cstrong>Float (Float64)\u003C/strong>: Numbers with approximate numeric values and fractions.\u003C/li>\u003Cli>\u003Cstrong>Numeric\u003C/strong>: A data type called NUMERIC is similar to DECIMAL which can store values with 38 decimal digits of precision and nine decimal digits of scale. Used for exact calculations.\u003C/li>\u003C/ul>\u003Cp>Numeric BigQuery data types support the following functions:\u003C/p>\u003Ch3>Arithmetical/mathematical\u003C/h3>\u003Cp>Numeric types support basic arithmetic operations like addition, subtraction, multiplication, etc. You can always use mathematical functions on columns and rows that contain numeric data types.\u003C/p>\u003Ch3>Standard compliant floating point division\u003C/h3>\u003Cp>If the denominator is zero, applying the division operator will return a divide-by-zero error.\u003C/p>\u003Cp>You should use specific functions to execute the operation to avoid these errors from crashing your SQL. For example, the function \u003Cstrong>IEEE_divide\u003C/strong> returns NaN (not-a-number) when a division by zero is attempted.\u003C/p>\u003Cp>This allows you to run queries without returning any errors.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Safe functions\u003C/h3>\u003Cp>With Safe functions, you can return NULL instead of an error for undefined mathematical operations. You can apply the Safe function by prefixing your operation with the SAFE command.\u003C/p>\u003Ch3>Precise decimal calculations with numeric\u003C/h3>\u003Cp>In financing and account applications, you often need exact values for calculations. The numeric data type is ideal for this use. Numeric data types in BigQuery use 16 bytes for storage and can accurately represent decimal figures, which makes them perfect for financial calculations.\u003C/p>\u003Ch2>2. BigQuery BOOLEAN data type\u003C/h2>\u003Cp>Boolean data types are variables defined by the keyword TRUE or FALSE (both case insensitive).\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/boolean_data_csv_45b66abdd3.png\" alt=\"boolean-data\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.yuichiotsuka.com/bigquery-create-table/\">Source\u003C/a>\u003C/p>\u003Cp>Bool data types enable the following operations.\u003C/p>\u003Ch3>Logical operations\u003C/h3>\u003Cp>Logical operators are commands that help filter results based on a particular set of conditions. Filtering is achieved using a WHERE clause, while the logical operators set the conditions. Logical operators on BigQuery include AND, OR, and NOT. The result of using a WHERE clause and a logical operator is based on whether the WHERE condition is TRUE or FALSE.\u003C/p>\u003Ch3>Conditional operations\u003C/h3>\u003Cp>Boolean data types are also helpful in conditional clauses. These clauses simplify queries by giving an option and alternative if the clause is not satisfied. IF clauses work in a way that if the first parameter in the condition is TRUE, it returns the second parameter, and if FALSE, it returns the third parameter.\u003C/p>\u003Ch2>3. BigQuery STRINGS data type\u003C/h2>\u003Cp>Strings are Unicode characters that have variable lengths. They must have UTF-8 encodings. Mastering string manipulation is an essential condition for working with data. \u003C/p>\u003Cp>The good news is that BigQuery provides an array of built-in functions that help improve your string manipulation task. \u003C/p>\u003Cp>You must quote strings with single, double, or triple quotation marks. The string functions that BigQuery supports are:\u003C/p>\u003Ch3>Casting and coercion\u003C/h3>\u003Cp>You can CAST a string as an INT64 or FLOAT64 to parse it and cast an integer or float back a string. You can convert from one data type to another using the CAST command.\u003C/p>\u003Cp>Even if the CAST operation fails and the data conversion is successful, SAFE_CAST will return NULL, and the query will run successfully.\u003C/p>\u003Cp>This type of conversion using SAFE_CAST is called coercion.\u003C/p>\u003Ch3>Concatenation\u003C/h3>\u003Cp>You can use the CONCAT command to manipulate strings, for example, to concatenate (link together in a chain or series) separate parts of different strings into one.\u003C/p>\u003Ch3>Regular expressions\u003C/h3>\u003Cp>Regular expressions allow you to find specific characters and patterns and perform powerful searches on your string data type. Using this BigQuery function, you can find a regex pattern character, remove the regex pattern, and replace the regex pattern.\u003C/p>\u003Cp>If you have little experience manipulating strings, you can use Whatagraph. \u003C/p>\u003Cp>Whatagraph allows customers to move data from the most popular marketing sources \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">to Google BigQuery\u003C/a> without coding. \u003C/p>\u003Cp>Whatagraph can fully automate and schedule your transfers. Connect your destination source, and your data starts loading in a few clicks. \u003C/p>\u003Ch2>4. BigQuery BYTES data type\u003C/h2>\u003Cp>Although most functions that apply to strings also apply to bytes, bytes are different from strings and should not be used interchangeably.\u003C/p>\u003Cp>Bytes are also represented by single, double, or triple quotation marks, but with bytes, you need to make sure it begins with the prefix letter B(b).\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>5. BigQuery TIME AND DATE data type\u003C/h2>\u003Cp>BigQuery also supports different types of time and date functionality, including the following.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>DATE\u003C/strong>: A logical calendar date independent of a time zone. A certain DATE represents a different period when recorded in different time zones. It has the format of YYYY : [ M ] M : [ D ] D.  \u003C/li>\u003Cli>\u003Cstrong>TIME: \u003C/strong>Time independent of a specific date.\u003C/li>\u003Cli>\u003Cstrong>DATETIME: \u003C/strong>A point in time, like the one you see when you look at your watch. When an event occurs, any other precision is irrelevant.\u003C/li>\u003Cli>\u003Cstrong>TIMESTAMP: \u003C/strong>An exact point in time with a microsecond precision independent of location. Datetime is part of a timestamp with a lower degree of precision.\u003C/li>\u003C/ul>\u003Cp>It’s important to notice that these data types are interchangeable but with different levels of precision. For example, you can extract datetime from a timestamp and cast a timestamp to a date time.\u003C/p>\u003Cp>Also, keep in mind that While DATETIME is supported on BigQuery Connector, TIMESTAMP, which contains the timezone, is not supported by the connector.\u003C/p>\u003Ch2>6. BigQuery TIMEZONE data type\u003C/h2>\u003Cp>BigQuery’s timezone format is used when parsing or formatting timestamps for display. Timezones are represented by these formats:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Offset from Coordinated Universal time (UTC)\u003C/strong>: In this format, no spaces are allowed between the timezone and the rest of the timestamp.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Time zone name from TZ database\u003C/strong>: When using this format, you need space between the timezone name and the rest of the timestamp.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/timezone_data_type_1c420ca9e7.png\" alt=\"timezone-data\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.pascallandau.com/bigquery-snippets/convert-timestamp-date-datetime-to-different-timezone/\">Source\u003C/a>\u003C/p>\u003Ch2>7. BigQuery GEOGRAPHY (GIS) data type\u003C/h2>\u003Cp>The geography data type represents points, lines, and polygons on the surface of the earth. In BigQuery, all geographical positions are represented in the \u003Ca href=\"https://gisgeography.com/wgs84-world-geodetic-system/\" target=\"_blank\" rel=\"noopener noreferrer\">WGS84 reference ellipsoid\u003C/a>, which is the same ellipsoid used in the GPS. \u003C/p>\u003Cp>This way, the longitude and latitude can be used directly in BigQuery to find the location of a place. Geography functions in BigQuery are prefixed with ST_. signature and are classified based on their use cases:\u003C/p>\u003Cp>\u003Cstrong>Constructors\u003C/strong>: Create new geography values from coordinates or existing geography data.\u003C/p>\u003Cp>\u003Cstrong>Parsers\u003C/strong>: Build geography data types from external formats like WKT and Geo JSON.\u003C/p>\u003Cp>\u003Cstrong>Formatters\u003C/strong>: The opposite of parsers, they extract geography data types to an external format such as WKT and Geo JSON.\u003C/p>\u003Cp>\u003Cstrong>Transformations\u003C/strong>: Generate new geography data types from other geography data types.\u003C/p>\u003Cp>\u003Cstrong>Predicates\u003C/strong>: Filter clauses in geography data types. These return TRUE or FALSE for relationships between geographies or geography data types properties.\u003C/p>\u003Cp>\u003Cstrong>Accessors\u003C/strong>: Provide unlimited access to the property of geography.\u003C/p>\u003Cp>\u003Cstrong>Measures\u003C/strong>: These functions compute the measurements of one or more geography data types.\u003C/p>\u003Cp>\u003Cstrong>Aggregate functions\u003C/strong>: Execute geography-specific aggregate functions.\u003C/p>\u003Ch2>8. BigQuery ARRAY data type\u003C/h2>\u003Cp>ARRAY data types are ordered lists of zero or more elements of any non-array type. Arrays are represented by the angle brackets (</>). The following table shows declarations that arrays on BigQuery support or don’t support.\u003C/p>\u003Cfigure class=\"table\" style=\"width:100%;\">\u003Ctable style=\"border-color:#000000;border-style:solid;\">\u003Ctbody>\u003Ctr>\u003Ctd style=\"width:49.532085561497325%;\">\u003Cstrong>Array Declaration\u003C/strong>\u003C/td>\u003Ctd style=\"width:49.532085561497325%;\">\u003Cstrong>Meaning\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.532085561497325%;\">ARRAY<Float 64>, ARRAY<Int 64>\u003C/td>\u003Ctd style=\"width:49.532085561497325%;\">ARRAYs support mostly all data types.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.532085561497325%;\">ARRAY<NULL>\u003C/td>\u003Ctd style=\"width:49.532085561497325%;\">BigQuery encounters an error if a query is supposed to return an ARRAY that contains NULL, but you’re free to use such ARRAYs inside your query.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.532085561497325%;\">ARRAY<ARRAY<INT 64>>\u003C/td>\u003Ctd style=\"width:49.532085561497325%;\">ARRAYs of ARRAYs are not supported on BigQuery.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"width:49.532085561497325%;\">ARRAY<Struct<ARRAY<INT 64>>>\u003C/td>\u003Ctd style=\"width:49.532085561497325%;\">You can declare an ARRAY of an ARRAY by juxtaposing a Struct in between the ARRAYs.\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch2>9. BigQuery STRUCT data type\u003C/h2>\u003Cp>STRUCT types are containers of ordered fields with a required data type and an optional field name.  You can also declare structs using the (</>) brackets. The following table below illustrates declarations that are possible with structs.\u003C/p>\u003Cfigure class=\"table\" style=\"height:126px;width:100%;\">\u003Ctable style=\"border-color:#000000;border-style:solid;\">\u003Ctbody>\u003Ctr>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">\u003Cstrong>Struct Declaration\u003C/strong>\u003C/td>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">\u003Cstrong>Meaning\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">STRUCT<INT 64>\u003C/td>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">STRUCT supports mostly all data types.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"height:54px;width:49.532085561497325%;\">STRUCT <x STRUCT <’y’ String, z INT 64>>\u003C/td>\u003Ctd style=\"height:54px;width:49.532085561497325%;\">A STRUCT embedded inside another STRUCT named x. The STRUCT x has two fields: y, which is a string, and z, which is an integer. \u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">STRUCT <ARRAY<INT 64>>\u003C/td>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">A STRUCT contains an ARRAY, and the ARRAY holds an integer.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">STRUCT<NULL>\u003C/td>\u003Ctd style=\"height:18px;width:49.532085561497325%;\">STRUCT supports NULL values of fields that have NULL values.\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>This concludes an overview of Google BigQuery data types, their variants, and usage. Whatagraph offers a much faster way to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">move data from your marketing analytics tools to BigQuery\u003C/a>, which you can visualize using the Whatagraph integration.  \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call/\">Book a demo call\u003C/a> with our product experts to learn more about how Whatagraph can automate and speed up your reporting. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003Cbr> \u003C/p>","2023-01-17T16:24:46.000Z","2025-03-21T18:29:09.908Z","\n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/boolean-data-csv.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      \n\n      ######################################################## \n\n      Failed to migrate post image \n\n      IMAGE URL: /storage/photos/shares/Nikola/timezone-data-type.png \n\n      ERROR MESSAGE: Request failed with status code 404 \n\n      ######################################################## \n\n      ",{"id":559,"title":560,"slug":561,"summary":562,"body":563,"read_time":42,"createdAt":564,"updatedAt":565,"publishedAt":566,"errors":31,"table_of_contents":32,"dateReorder":567},2257,"ETL Data Modeling: What It Is and How It Works","etl-data-modeling","\u003Cp>In the age of big data, businesses can get the upper hand if they learn more about their customers. However, to identify new market opportunities, you need accurate data analysis. And comprehensive data analysis is impossible without understanding the relationship between different bits of data across the system. ETL modeling helps you aggregate data across multiple tools and platforms.\u003C/p>","\u003Ch2 style=\"text-align:justify;\">What is ETL data modeling? \u003C/h2>\u003Cp style=\"text-align:justify;\">ETL data modeling is a process that generates theoretical representations of various data objects, figures, and rules on how to store them in a \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse/\" target=\"_blank\" rel=\"noopener noreferrer\">data warehouse\u003C/a>. It is a critical part of the ETL process and, at the same time, has no purpose without ETL. \u003C/p>\u003Cp style=\"text-align:justify;\">Data modeling analyzes data objects and their mutual relations, while ETL applies those rules and inspects them for anomalies, and loads them into a data warehouse or data mart.\u003C/p>\u003Cp style=\"text-align:justify;\">\u003Cbr>If you want to model data correctly, you need to store it in a data warehouse. \u003C/p>\u003Cp style=\"text-align:justify;\">Whatagraph offers seamless and automated data transfers from your marketing apps to Google BigQuery. \u003C/p>\u003Cp style=\"text-align:justify;\">Whether you’re upgrading your website, changing the content platform, or need to run extensive analysis, your data will be much safer in a data warehouse.\u003C/p>\u003Cp style=\"text-align:justify;\">\u003Cbr>\u003Ca href=\"https://whatagraph.com/book-a-call/\" target=\"_blank\" rel=\"noopener noreferrer\">Book a demo call\u003C/a> with our product specialist to find out how Whatagraph can help you keep your data intact and error-free by moving it to BigQuery. \u003C/p>\u003Cp style=\"text-align:justify;\">Combining the two processes defines the rules for data transformations and prepares data for big data analytics. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/etl_process_c1985ef409.png\" alt=\"etl-process\">\u003C/p>\u003Cp style=\"text-align:justify;\">Let’s say that you are using a data warehouse to query data and gather real-time insights for workflows. To achieve this, your data should be accessible and reliable. \u003C/p>\u003Ch2 style=\"text-align:justify;\">How does ETL data modeling work?\u003C/h2>\u003Cp>ETL data modeling starts by creating data models by which source data associations and constraints are described, categorized and coded for storing in a data warehouse. \u003C/p>\u003Cp style=\"text-align:justify;\">Data modeling solves the reliability issue of the ETL process through visual representation and information. It takes care of entity integrity and referential integrity with the help of keys. \u003Cbr> \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Entity integrity\u003C/strong> — The reliability of data within an entity.\u003C/li>\u003Cli>\u003Cstrong>Referential integrity\u003C/strong> — Data reliability between entities. \u003C/li>\u003C/ul>\u003Cp style=\"text-align:justify;\">For example, to maintain data integrity, each vendor and each product have a unique ID within their respectable table. This helps avoid data duplication. \u003C/p>\u003Cp style=\"text-align:justify;\">Data modeling achieves this with the help of primary keys. \u003C/p>\u003Cp style=\"text-align:justify;\">To make sure the data is reliable between vendors and products, data modeling uses foreign keys, which are the primary keys of a table that exists in another table. In this sense, a unique key for a vendor can identify the different products they make. \u003C/p>\u003Cp style=\"text-align:justify;\">It’s important here to note the difference between \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-transformation\">data transformations as part of the ETL\u003C/a> and data modeling. \u003Cbr> \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data modeling\u003C/strong> = rules for relationship between tables\u003Cbr> \u003C/li>\u003Cli>\u003Cstrong>ETL transformations\u003C/strong> = rules and inspections to ensure data is ready for analysis before being loaded into the data warehouse.\u003C/li>\u003C/ul>\u003Cp style=\"text-align:justify;\">Before we dive deeper into the benefits of ETL modeling, let’s just get everyone on the same page and explain the ETL process. \u003C/p>\u003Ch2 style=\"text-align:justify;\">The ETL process explained\u003C/h2>\u003Cp style=\"text-align:justify;\">The ETL (extract, transform, load) is a process that prepares data coming from disparate sources and platforms for storing in a data warehouse like \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">Google BigQuery\u003C/a>, Snowflake, or Amazon Redshift. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp style=\"text-align:justify;\">\u003Cbr>There is also the ELT process, in which loading comes before transformation, which is suitable for storing in data lakes. This process is often used by data teams who prefer to perform data profiling before running queries. \u003C/p>\u003Ch3 style=\"text-align:justify;\">Extract\u003C/h3>\u003Cp style=\"text-align:justify;\">Before the data is moved to a new destination, it must be extracted from various data analysis tools. In this first step, both structured and unstructured data are consolidated into a single data repository. The source systems can be:\u003C/p>\u003Cul>\u003Cli>Existing databases and legacy software\u003C/li>\u003Cli>Cloud, on-premise and hybrid environments\u003C/li>\u003Cli>CRMs\u003C/li>\u003Cli>Sales and marketing apps\u003C/li>\u003Cli>Relational databases \u003C/li>\u003C/ul>\u003Cp style=\"text-align:justify;\">The first stage was traditionally performed manually by data architects, as \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-migration/\" target=\"_blank\" rel=\"noopener noreferrer\">data migrations\u003C/a> took a lot of time to complete and were prone to errors. Nowadays, \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehouse-etl-tools\">ETL tools\u003C/a> automate the entire process, enabling more reliable data management. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3 style=\"text-align:justify;\">Transform\u003C/h3>\u003Cp style=\"text-align:justify;\">The second stage of the ETL process subjects data to rules and regulations that ensure data quality and accessibility. The data transformation workflow consists of several sub-processes like auditing, data integration, and other data processing steps needed to prepare \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-data-types/\" target=\"_blank\" rel=\"noopener noreferrer\">different data types\u003C/a> in a format suitable for data warehousing. \u003C/p>\u003Ch3 style=\"text-align:justify;\">Load\u003C/h3>\u003Cp style=\"text-align:justify;\">The final step in the ETL process is to load the freshly transformed data into a new destination, most likely cloud-based data storage.\u003C/p>\u003Cp style=\"text-align:justify;\">If you use a \u003Ca href=\"https://whatagraph.com/blog/articles/data-pipeline/\" target=\"_blank\" rel=\"noopener noreferrer\">data pipeline\u003C/a>, your loading process can get much smoother. \u003C/p>\u003Cp style=\"text-align:justify;\">A data pipeline allows you to transform incoming data and, at the same time, extract new data on the other end. While the transformed data is loaded into the data warehouse, the newly extracted data transforms. \u003C/p>\u003Cp style=\"text-align:justify;\">Whatagraph is an automated data pipeline that can help you automate loading data from multiple sources to BigQuery. \u003C/p>\u003Cp style=\"text-align:justify;\">Cut out much of the manual work, and instead of hours, complete your data transfer in just minutes:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>Choose the integration\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp style=\"text-align:justify;\">No SQL or Python knowledge required. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp style=\"text-align:justify;\">You can also set the schedule — when and how often you want your data moved to BigQuery. \u003C/p>\u003Cp style=\"text-align:justify;\">And when you need to create a report, Whatagraph has you covered, too. \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-data-visualization/\" target=\"_blank\" rel=\"noopener noreferrer\">Use our visualization\u003C/a> to create \u003Ca href=\"https://whatagraph.com/drag-and-drop-report-builder\">custom drag-and-drop dashboards\u003C/a> using your BigQuery data. \u003C/p>\u003Cp style=\"text-align:justify;\">Choose different types of graphs and tables, add and combine sources, metrics, and dimensions, and much more. \u003C/p>\u003Cp style=\"text-align:justify;\">The best thing is that BigQuery transfers are available even in the basic Whatagraph pricing plan.\u003C/p>\u003Ch2 style=\"text-align:justify;\">3 tips for ETL data modeling\u003C/h2>\u003Cp style=\"text-align:justify;\">ETL data modeling should deal with three aspects of data analysis:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Querying data with simple joins\u003C/li>\u003Cli>The uniqueness of data at all times\u003C/li>\u003Cli>Granular querying of data \u003Cbr> \u003C/li>\u003C/ol>\u003Cp style=\"text-align:justify;\">Let’s go over three ways you can use ETL modeling to address these concerns.\u003C/p>\u003Ch3 style=\"text-align:justify;\">1. Pre-aggregate data \u003C/h3>\u003Cp style=\"text-align:justify;\">Materialization is the process of pre-aggregating data to accelerate the query response times. Pre-aggregation is the opposite of a star schema that includes several tables. Pre-aggregation reduces the number of tables needed for metadata and expands their width by adding more columns.\u003C/p>\u003Cp style=\"text-align:justify;\">This way, end users find it easier to run queries, which solves the problem of simple joins. \u003C/p>\u003Cp style=\"text-align:justify;\">However, there’s always a compromise between materialization and leaving some data unaggregated. As a rule, any join that requires a lengthy response time is a prime candidate for materialization (pre-aggregating). \u003C/p>\u003Ch3 style=\"text-align:justify;\">2. Use dimensional data modeling \u003C/h3>\u003Cp style=\"text-align:justify;\">\u003Ca href=\"https://whatagraph.com/blog/articles/data-warehousing-benefits\">The most significant benefit\u003C/a> of using a data warehouse is to achieve business intelligence. Your business analysts query the sales figures yearly to get essential information about how your business is doing. \u003C/p>\u003Cp style=\"text-align:justify;\">But when you query sales figures against different demographics or events, you can get deeper insights into new business opportunities. \u003C/p>\u003Cp style=\"text-align:justify;\">But to achieve this, you need to aggregate data. The problem is that transactional systems like CRMs are not the best at aggregation tasks. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_02_21_at_17_05_25_50e80182d4.png\" alt=\"star-schema\">\u003Cbr> \u003C/p>\u003Cp style=\"text-align:justify;\">Dimensional modeling, on the other hand, uses two key concepts: fact tables and dimension tables. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Fact tables\u003C/strong>: Store data that users need to analyze. This data is quantitative and includes sales, profits, costs, etc. \u003Cbr> \u003C/li>\u003Cli>\u003Cstrong>Dimension tables\u003C/strong>: Hold information on the different ways users can \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-analyze-data\">analyze data in tables\u003C/a>. They provide a descriptive context to facts in a system. \u003C/li>\u003C/ul>\u003Cp style=\"text-align:justify;\">Using star schemas, ETL data modeling can bridge facts and dimensions. Star schemas rely on a combination of dimensions to make different dimension tables. Any of these combinations corresponds to exactly one record in the fact table. This achieves two things:\u003C/p>\u003Col>\u003Cli>Eliminate duplicates\u003C/li>\u003Cli>Speeds up the aggregation and analysis process\u003C/li>\u003C/ol>\u003Cp style=\"text-align:justify;\">Modern data warehouses, instead of star schemas, use wide tables with many columns, which produce the same effect. \u003C/p>\u003Ch3 style=\"text-align:justify;\">3. Determine table grains\u003C/h3>\u003Cp style=\"text-align:justify;\">The grain of a table or a view is what a single row in that table or view stands for. For example, in a table named \u003Ci>prospects\u003C/i>, the grain can be a single prospect. This way, each prospect has a row in the table, and there is exactly one row per prospect. \u003C/p>\u003Cp style=\"text-align:justify;\">This is a basic example of grain in a data system.\u003C/p>\u003Cp style=\"text-align:justify;\">But grains can get complex, too. For example, if you have a table named \u003Ci>subscription_statu\u003C/i>s, with exactly one row per subscriber per status. Different statuses can be renewed, soon-to-expire, and expired. In this case, each subscriber has multiple rows reflecting their subscription status. \u003C/p>\u003Cp style=\"text-align:justify;\">Table grains determine how easy or difficult it is to combine tables and solve data analysis problems.\u003C/p>\u003Cp style=\"text-align:justify;\">This is why it’s important first to determine the grain of a table and give it a distinct name to avoid confusion.\u003C/p>\u003Ch2 style=\"text-align:justify;\">Data modeling challenges\u003C/h2>\u003Cp style=\"text-align:justify;\">Traditionally, data modeling was expected to build relations databases that involved structured data. Yet, the advent of big data and new business requirements resulted in several challenges:\u003C/p>\u003Cul>\u003Cli>Large amounts of raw data that users need to analyze. This includes all kinds of machine data from IoT devices. \u003C/li>\u003Cli>Modern data models need to deal with data repositories distributed across public cloud, private cloud, and on-premise architecture.\u003C/li>\u003Cli>Data flows are moving faster from one data source to another and getting more complex.\u003C/li>\u003C/ul>\u003Cp style=\"text-align:justify;\">Data modeling algorithms are an effective way to tackle the challenge. By using machine learning, statistical algorithms, and artificial intelligence (AI), users can automate the data modeling process. However, it is important to be aware of the risks of \u003Ca href=\"https://www.superannotate.com/blog/overfitting-and-underfitting-in-machine-learning\" target=\"_blank\" rel=\"noopener noreferrer\">overfitting and underfitting\u003C/a> in machine learning models.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Data_modeling_1c7fed1c47.png\" alt=\"data-modeling\">\u003C/p>\u003Cp style=\"text-align:justify;\">Automation eliminates the time-consuming task where data engineers need to define relations and data structures. Instead of manual work, users can focus on the business end of their projects.\u003C/p>\u003Ch2 style=\"text-align:justify;\">Conclusion\u003C/h2>\u003Cp style=\"text-align:justify;\">Data modeling is an essential part of ETL, which is an essential part of data warehousing. As business apps collect more diverse datasets, more automation will be required to reduce human error and speed up the execution both on the provider and customer side. \u003C/p>\u003Cp style=\"text-align:justify;\">Move your data to BigQuery with Whatagraphs and discover new business opportunities from visualized data.  \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>","2023-02-22T12:39:35.172Z","2025-04-10T14:40:18.647Z","2023-02-22T12:49:50.028Z","2023-02-22",{"id":569,"title":570,"slug":571,"summary":572,"body":573,"read_time":42,"createdAt":574,"updatedAt":575,"publishedAt":576,"errors":31,"table_of_contents":32,"dateReorder":577},2259,"What Is Data Mapping in ETL and How Does It Work?","etl-data-mapping","\u003Cp>Successful businesses rely on data to lead them to valuable insights. But for any data analysis to be accurate and timely, you must ensure that the data coming from various sources is migrated and mapped seamlessly with no losses and errors. \u003C/p>\u003Cp>That is the job of data mapping. \u003C/p>","\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>What is data mapping in ETL?\u003C/h2>\u003Cp>Data mapping in ETL is the process of matching fields in multiple datasets into a schema or centralized database as part of data migration from different sources to the data warehouse. \u003C/p>\u003Cp>In other words, it’s a breakdown of where data comes from all the way through where it lands. \u003C/p>\u003Cp>Enterprise data mapping is an essential part of the ETL process (extract, transform, load). Businesses collect data from a number of different sources and often transmit that data back to a variety of destinations, like \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse/\" target=\"_blank\" rel=\"noopener noreferrer\">data warehouses and data lakes\u003C/a>.\u003C/p>\u003Cp>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/etl_process_c1985ef409.png\" alt=\"etl-process\">\u003C/p>\u003Cp>Having clear guidelines around what information is extracted, how it’s transformed, and where it’s loaded helps keep things neat and organized. \u003C/p>\u003Cp>When designing Whatagraph’s data mapping feature, we had two types of users in mind:\u003C/p>\u003Cul>\u003Cli>Small non-tech teams\u003C/li>\u003Cli>Marketing agencies that handle hundreds of clients, each with their own data stacks\u003C/li>\u003C/ul>\u003Cp>In both cases, Whatagraph saves the time needed to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">load data from multiple sources to Google BigQuery\u003C/a>.\u003C/p>\u003Cp>We simplified the data transfer process to the point-and-click level so anyone can do it. \u003C/p>\u003Cp>No code knowledge or data engineering is required.   \u003C/p>\u003Cp>Data mapping is not a new concept in the data-driven business world. However, as the amount of data and the complexity of the systems are growing, the data mapping process has become more time-consuming. This led to more and more businesses using powerful \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehouse-etl-tools\">ETL automation tools\u003C/a> to accelerate their data mapping.\u003C/p>\u003Ch2>3 types of data mapping\u003C/h2>\u003Cp>So, how do you create the roadmap from your data source all the way to its destination? \u003C/p>\u003Cp>There are three data mapping techniques you should be aware of. The option that works best for you depends on your company size, your team’s expertise, and your business needs. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>Manual data mapping\u003C/h3>\u003Cp>This is the basic approach for developing a data mapping tool in your company. Manual mapping requires developers to create links between the source data and the target data. This approach works for one-time data transfers or custom \u003Ca href=\"https://whatagraph.com/blog/articles/bigquery-data-types/\" target=\"_blank\" rel=\"noopener noreferrer\">data types\u003C/a> that are not very common. \u003C/p>\u003Cp>Still, the size of most datasets and the pace of \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-transformation\">ETL data transformation\u003C/a> in today’s ecosystems makes the manual approach unsuitable for handling complex data mapping procedures. This is why businesses often resort to partial or even complete automation. \u003C/p>\u003Ch3>Semi-automated data mapping\u003C/h3>\u003Cp>There are data processing tools that can accelerate your efforts by creating a connection between your data sources and target database — based on guidelines that you provide. With a semi-automated approach to ETL mapping, you eliminate the manual process of copying and transferring data. \u003C/p>\u003Cp>So what’s the catch? The semi-automatic mapping model still takes time and effort to establish how the different bits of data are related, which data points are identical, what should be combined, ignored, etc. \u003C/p>\u003Cp>This ultimately means that you still need data specialists to set up your data mapping and keep it running. Also, depending on your use case, you may run into some inefficiencies by switching between automated and manual work modes. \u003C/p>\u003Ch3>Automated data mapping\u003C/h3>\u003Cp>Automated data mapping is nowadays preferred by businesses that want to smoothly upload new data and match it to their existing schemas. Most data mapping software display this progress in a graphical user interface (GUI), so end users can understand the steps their data is passing through.   \u003C/p>\u003Cp>High-end programs allow customers to input data from thousands of different sources and load data to a data warehouse like \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery/\" target=\"_blank\" rel=\"noopener noreferrer\">Google BigQuery\u003C/a>, Snowflake, or Microsoft Azure. \u003C/p>\u003Cp>A completely automated data mapping system allows nontechnical staff to set up and monitor data mapping. This way, teams can observe how their data is being mapped, which allows them to discover mistakes on the go and easily optimize the process. \u003C/p>\u003Ch2>Benefits of proper ETL data mapping\u003C/h2>\u003Ch3>Automated reporting of your data analytics\u003C/h3>\u003Cp>Your ETL mapping can reduce the workload of your data analytics operations. This is especially true if you use a semi-automated or fully automated data mapping system. This way, you can delegate much of the time-consuming workload to the software. \u003C/p>\u003Cp>Let’s say that your marketing team has a set of KPIs they need to report on every week. To create this report, they need to navigate between multiple platforms and add these numbers into Excel spreadsheets manually. A good ETL tool such as Whatagraph can extract this data in a few clicks and make reporting much easier. \u003C/p>\u003Ch3>More time for in-depth analysis\u003C/h3>\u003Cp>Solid ETL mapping allows data analysts to spend less time extracting, transforming, and loading data manually, and invest more time in the analyses. When your data is accessible and reliable, teams reach for deeper insights relevant to your business operations and strategy. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_mapping_36aa100a38.png\" alt=\"data-mapping\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.softwaretestinghelp.com/data-mapping-tools/\">Source\u003C/a>\u003C/p>\u003Cp>For example, when you need to look into client behavior to establish a level of churn risk. The right data mapping process will help you quickly pull the data models you need and focus on the analysis. \u003C/p>\u003Ch3>Increased data quality and more reliable insights\u003C/h3>\u003Cp>If you want to be able to act upon your data, it needs to be reliable. You can’t afford to use inaccurate data in your operations. A proper ETL mapping structure ensures all data is clean and trustworthy, making it easier for your team to lean on it. \u003C/p>\u003Cp>For example, your sales and success teams have different definitions for customer activation. Because of this, it’s not clear which team is responsible for communicating with a segment of your customers. ETL mapping offers clearer definitions of which user lands in which team’s pool of contacts, enabling you to close those gaps.  \u003C/p>\u003Ch3>Smoother adoption of a new data stack,\u003C/h3>\u003Cp>So you want to build a modern data stack to redefine the ways you source, ingest, store, transform, model, analyze, and activate data? \u003C/p>\u003Cp>There are a lot of pieces that need to fall in the right place, so having a good ETL mapping structure makes any \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-migration/\" target=\"_blank\" rel=\"noopener noreferrer\">data migration\u003C/a> painless. \u003C/p>\u003Cp>Let’s say you’ve decided to invest in a data warehouse to centralize your business and make data from different tools accessible to every team. With the right ETL mapping, your data warehouse can become a reliable single source of truth. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>4 tips for effective ETL data mapping\u003C/h2>\u003Col>\u003Cli>\u003Cstrong>Identify data:\u003C/strong> You need to identify the data you need to map and also identify data that might not be part of the mapping process. Define the data relationships and any pre-processing that you may need. Then define the frequency and priority of the mapping process. You may want to map some of the data first and other data later. \u003C/li>\u003C/ol>\u003Cp>For this, you need to know the semantics of your metadata and how they act as an indicator of facts. Finally, outline the mapping instructions and procedures. \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Run data mapping\u003C/strong>: Identify the data flow. Map data from source to destination relevant formats. Keep logs at the required granularity and keep an eye on errors or bottlenecks.\u003C/li>\u003Cli>\u003Cstrong>Transform your data\u003C/strong>: If needed, your data needs to be transformed at the destination so you can store it and use it efficiently later. For example, if your data fields are being collected from different time zones, you need to change them into a Common Standard Time format before you can analyze them. \u003C/li>\u003Cli>\u003Cstrong>Test and deploy\u003C/strong>: Data testing includes visual, manual, or automated testing. Automated testing is often needed these days due to the sheer volume and diversity of data being processed. Once you’re satisfied with the tests, you can deploy the data — move it to a data warehouse for analysis. \u003C/li>\u003Cli>\u003Cstrong>Maintain and update\u003C/strong>: As you add new data sources, the mapping process needs maintenance and updating. In other words, you need a data mapping tool that scales to your business needs. \u003C/li>\u003C/ol>\u003Ch2>5 best ETL data mapping tools  \u003C/h2>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp style=\"text-align:justify;\">Whatagraph is an automated data pipeline that helps marketing teams load data from diverse sources such as \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/google-ads\">Google Ads\u003C/a> or \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/facebook-ads\">Facebook Ads\u003C/a> to BigQuery.\u003C/p>\u003Cp style=\"text-align:justify;\">Automate your data mapping with Whatagraph, and you not only just eliminate manual work but also complete your data transfer in just four clicks:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>Choose the integration\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp>At this point, you can also set the schedule — when and how often you want your data moved to BigQuery. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003Cbr>And when you need to create a report on our data, you can also use Whatagraph. Our visualization tool helps to create \u003Ca href=\"https://whatagraph.com/drag-and-drop-report-builder\">custom drag-and-drop dashboards\u003C/a> using your BigQuery data. Use one of our pre-loaded templates or create your own! \u003C/p>\u003Cp style=\"text-align:justify;\">Switch between different types of graphs and tables, add and combine sources, metrics, and dimensions, and much more. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_report_ddbe0228b8.png\" alt=\"cross-channel-report\">\u003C/p>\u003Cp style=\"text-align:justify;\">Another perk of using Whatagraph for data mapping is that BigQuery transfers are available even in the basic Whatagraph pricing plan.\u003C/p>\u003Cp style=\"text-align:justify;\">If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Ch3>2. Integrate.io\u003C/h3>\u003Cp>Integrate.io is a cloud-based data integration, ETL, and ELT platform that allows you to create simple, visualized data pipelines for your data warehouse. Integrate.io allows users to integrate data from more than 100 data sources and SaaS applications to store it in SQL data stores, NoSQL databases, and cloud-based data warehouses.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/integrateio_4dba54427e.png\" alt=\"integrateio.png\">\u003Ca href=\"https://www.softwareadvice.co.nz/software/74577/xplenty\">Source\u003C/a>\u003C/p>\u003Cp>Integrate.io comes with an intuitive graphic interface that helps you implement ETL, ELT, or data replication solutions. Orchestrate and schedule data pipelines using Integrate.io’s workflow engine that provides connectors for applications, databases, and data warehouses. \u003C/p>\u003Ch3>3. Skyvia\u003C/h3>\u003Cp>Skyvia is a no-code business intelligence platform that enables a wide range of data integration use cases, including ETL, ELT, \u003Ca href=\"https://hightouch.com/blog/reverse-etl\" target=\"_blank\" rel=\"noopener noreferrer\">Reverse ETL\u003C/a>, data sync, workflow automation, etc. \u003C/p>\u003Cp>It allows users to integrate different data formats from CSV files, relational database tables, and cloud applications. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/skyvia2_2480466a26.png\" alt=\"skyvia2.png\">\u003Ca href=\"https://blog.sqlauthority.com/2014/08/12/sql-server-integrate-your-data-with-skyvia-cloud-etl-solution/\">Source\u003C/a>\u003C/p>\u003Cp>Use multiple connectors to design comprehensive data pipelines. Designing pipelines apart, you can use Skyvia to perform complex mapping and multi-level transformations, too. \u003C/p>\u003Cp>Skyvia allows users to visually design data flows and easily export and import data from various sources. \u003C/p>\u003Ch3>4. CloverDX\u003C/h3>\u003Cp>CloverDX is an open-source data mapping and \u003Ca href=\"https://whatagraph.com/blog/articles/data-integration-platform\">data integration tool\u003C/a> that runs on\u003Ca href=\"https://www.squash.io/how-to-write-java-code-from-basics-to-advanced-concepts/\" target=\"_blank\" rel=\"noopener noreferrer\"> the Java platform\u003C/a>. You can use it to transform, map, and manipulate data. It has enough flexibility that teams can use it as a standalone app for data warehousing, command-line tool, or server application.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/b3f76546_61b2_4cf1_aa61_af93c2a68c89_8173dffa33.png\" alt=\"b3f76546-61b2-4cf1-aa61-af93c2a68c89.png\">\u003Cbr>\u003Ca href=\"https://www.softwareadvice.com/data-extraction/cloverdx-profile/\">Source\u003C/a>\u003C/p>\u003Cp>CloverDX allows companies to efficiently create, test, deploy, and automate the data loading process from source to destination. It offers visual and coding interfaces for developers to map and transform data. \u003C/p>\u003Ch3>5. Talend\u003C/h3>\u003Cp>Talend is a \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-platform\">data management platform\u003C/a> that offers real-time enterprise-level data integration. It helps teams connect, access, and transform any data. It can perform data integration across the cloud or on-premises.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Talend_overview1_109665c3d5.jpg\" alt=\"Talend_overview1.jpg\">\u003Ca href=\"https://www.adempierebr.com/A_Step_by_Step_Guide_to_Data_Migration_with_Talend_ETL\">Source\u003C/a>\u003C/p>\u003Cp>Talend offers more than 900 pre-built components for seamless integration with any environment. It features a simple user interface that provides ETL testing tools for schema mapping, collaboration, scheduling, and monitoring. Talend lets you extract data from data structures like relational databases, CRMs, JSON, XML, and flat files. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>ETL data mapping helps businesses get a bird’s eye view of their data transfers on both ends of the pipeline. Done right, data mapping results in in-depth analytics processes that yield relevant and accurate insights. \u003C/p>\u003Cp>However, manual data mapping has always been a time-consuming process. \u003C/p>\u003Cp>But now you can use Whatagraph to do the heavy lifting. \u003C/p>\u003Cp>With Whatagraph, your data transfers become a 4-click routine: \u003C/p>\u003Cp>Select the destination, select the source, set the schema, and run the transfer.  \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>","2023-02-24T09:28:17.900Z","2025-04-10T14:45:08.436Z","2023-02-24T09:58:54.783Z","2023-02-24",{"id":579,"title":580,"slug":581,"summary":582,"body":583,"read_time":270,"createdAt":584,"updatedAt":585,"publishedAt":586,"errors":31,"table_of_contents":32,"dateReorder":587},2263,"Supermetrics Review: Should You Still Use It in 2025?","supermetrics-review","\u003Cp>Having accurate and timely data in today’s fast-paced business environment often means the difference between growth and going underwater. Collecting, cleansing, integrating, and reporting on data from multiple marketing platforms would be hard to imagine without data transfer and reporting tools like Supermetrics. \u003C/p>\u003Cp>Supermetrics regularly makes it to the top of the best reporting tool lists. Let’s break down the key aspects of this tool in our Supermetrics review and see if it really earns its stripes. \u003C/p>","\u003Ch2>Supermetrics for data transfer\u003C/h2>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/what-is-supermetrics\" target=\"_blank\" rel=\"noopener noreferrer\">Supermetrics\u003C/a> helps teams export data from a range of platforms, transform it, and load it to clients’ reporting, \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse/\">data warehousing\u003C/a>, or business intelligence (BI) platforms. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/supermetricsver_48809eb137.png\" alt=\"supermetrics-products\">\u003C/p>\u003Cp>\u003Ca href=\"https://startuptalky.com/supermetrics-review/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>Accurate reporting on consolidated data has also become much faster with Supermetrics. You connect the sources, and in a couple of minutes you have a beautiful report you can send to your clients. \u003C/p>\u003Cp>To set up a data transfer with Supermetrics, you must\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Create a destination\u003C/strong> in your spreadsheet or storage platform.\u003C/li>\u003Cli>\u003Cstrong>Create a transfer\u003C/strong>. Users have the option to schedule the transfer to run on autopilot, daily, weekly, or monthly. Supermetrics claims that a single transfer never takes more than 6 hours to complete. \u003C/li>\u003Cli>\u003Cstrong>Run the transfer\u003C/strong> to import your data to the destination. The time ranges for historical data depend on individual data sources and your subscription level.  \u003C/li>\u003C/ol>\u003Cp>Once your data begins to flow, you can monitor the progress of your transfer and get notified of any possible errors through automated email alerts. A cool feature.  \u003C/p>\u003Ch2>Supermetrics for online marketing reporting\u003C/h2>\u003Cp>For many digital marketing teams, Supermetrics is a go-to solution for creating reports with KPIs and metrics populated from diverse sources. At the time of writing, Supermetrics has \u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-connectors\" target=\"_blank\" rel=\"noopener noreferrer\">data connectors\u003C/a> for around 70 digital marketing data sources. \u003C/p>\u003Cp>But if you want to create a reporting dashboard, you quickly discover — that Supermetrics doesn’t have a data visualization feature. \u003C/p>\u003Cp>Yes, you heard it right. You can import data but don’t have the means to report on it. \u003C/p>\u003Cp>To visualize your data, you need to use Looker Studio or another reporting tool. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/supermetricsrep_e1fb0f5f39.png\" alt=\"supermetrics-report\">\u003C/p>\u003Cp>Looker Studio (formerly Google Data Studio) is a data visualization tool of choice for most Supermetrics users because it has a respectable number of Google and non-Google integrations.\u003C/p>\u003Cp>Using Looker Studio, you can create a report from scratch or use one of its templates. As you go, you can add filters, and adjust data ranges, sources, and dimensions. \u003C/p>\u003Cp>However, you can’t escape the fact that you’re using two separate tools for data integration and creating marketing reports. \u003C/p>\u003Ch2>What are the pros and cons of Supermetrics?\u003C/h2>\u003Cp>Supermetrics is a capable data transfer and reporting platform, but there’s still room for improvement. Let’s take a look at the great aspects of Supermetrics and show what other tools might do better.   \u003C/p>\u003Ch3>Supermetrics pros\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Speed\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Supermetrics is built to be fast. Marketing teams can query data sources directly, pulling only the e-commerce data they need at the moment. Access any field that’s available from that data source. If you need a quick way to move business data to a data warehouse, Supermetrics is a good place to start.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Ease of use\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>The Supermetrics interface is full of handy features that make it user-friendly to use. For example, if you want to request data from Google Analytics for a specific segment ID, you don’t have to remember the exact name of that segment, just use a dropdown menu and select the segment you need.\u003C/p>\u003Ch3 style=\"margin-left:36pt;\">Supermetrics cons\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>No native reporting\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Supermetrics doesn’t have a way to visualize data, so you need to use another tool \u003Ca href=\"https://whatagraph.com/blog/articles/whatagraph-vs-supermetrics\" target=\"_blank\" rel=\"noopener noreferrer\">such as Whatagraph\u003C/a>. You can connect your Supermetrics account to Looker Studio and then try to figure out how that works. There’s a short guide, but if anything goes wrong, you’d have to troubleshoot yourself because Looker Studio doesn’t have customer support. \u003C/p>\u003Cp>Also, Looker Studio is not very intuitive to use and offers a limited number of templates. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Customer support takes forever to respond\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Multiple users have complained that it took several weeks to get an answer — some of them never got a reply at all. This is definitely not something you want in the midst of creating a marketing report or in a situation when your data transfer has encountered an error. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/suprev2_bb26561fde.png\" alt=\"suprev2.png\">\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-4809630\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>If you value fast and reliable customer support, you should try Whatagraph. Contact us by live chat, email, or phone call — our customer support is on standby 20 hours a day, 5 days a week. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/supermetrics\">Whatagraph beats the competition in many areas\u003C/a>, but our clients particularly love our customer service. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Moderately scalable\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Supermetrics can be fast, but you need to slow down when you try to add granularity to your analysis. If you want to run an analysis on the product level that includes millions of rows of data, \u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-competitors-and-alternatives\">you’re better off with another tool\u003C/a>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/6_Supermetrics_for_Excel_Trust_Add_In_44bda02512.png\" alt=\"6-Supermetrics-for-Excel-Trust-Add-In.png\">\u003Ca href=\"https://www.excelinppc.com/supermetrics-for-excel-quick-start-guide/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>A data warehouse would be a better solution. Your data is already stored and structured, so if you need to run a more complex query, you’ll be able to execute it much faster. Also, you won’t have to rebuild datasets constantly. Using a data warehouse takes more planning, but it’s more scalable \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Not very efficient\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Supermetrics API doesn’t give you a way to clean up errors in your data. If you need to make corrections, you need to do it in your BI or visualization tool, which can be time-consuming. \u003C/p>\u003Cp>A data warehouse like \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">Google BigQuery\u003C/a> would be a better solution in this aspect. If you have several people on your marketing analytics team, the warehouse could serve as a single source of truth so everyone is working on the same datasets. \u003C/p>\u003Cp>In other words, unless you’re going to use only basic reporting, Supermetrics could soon become a liability.  \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Pricing\u003C/strong> \u003C/li>\u003C/ul>\u003Cp>The initial \u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-pricing\" target=\"_blank\" rel=\"noopener noreferrer\">Supermetrics pricing\u003C/a> is low, but as you add data sources, you often need to expand the pricing plan. Supermetrics sells different versions of its software that correspond to different tools, which allows sets to transfer the data to a data warehouse, BI, or data visualization solution like Tableau, Power BI, or Qlik. \u003C/p>\u003Cp>However, the problem is that everything beyond a few basic versions is quote-based, so you never know how much it’ll cost you until you book a meeting. \u003C/p>\u003Ch2>Supermetrics user reviews\u003C/h2>\u003Cp>Let’s now take a look at what other users say. We’ve compiled verified reviews from reputable software review websites like G2 and Capterra.\u003C/p>\u003Ch3>Non-existing support\u003C/h3>\u003Cp>“Takes a lot to get it to work — expensive — no support”\u003C/p>\u003Cp>Talya L., a co-founder and CTO of a small business says that Supermetrics would be an incredible tool if it worked right.\u003C/p>\u003Cp>For the price of the service, there should be at least chat or phone support. This way, the only way to get in touch with Supermetrics customer support is by email, and it takes weeks or months for them to respond. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_03_at_12_52_07_ea72c4d163.png\" alt=\"Screenshot 2023-03-03 at 12.52.07.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-4556726\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cul>\u003Cli>\u003Ci>“It's been 6 months and almost $1,500 in spend and can't even get it to work or even get any responses back from support.”\u003C/i>\u003C/li>\u003C/ul>\u003Cp>She even tried contacting them through LinkedIn, to no avail.\u003C/p>\u003Ch3>Buggy data transfer \u003C/h3>\u003Cp>“If you're considering Supermetrics, just don't.”\u003Cbr>A user Wes N. is a managing partner in a small business that used Supermetrics to automate ad account reporting. They choose Supermetrics for the sheer number of connectors for different platforms. \u003C/p>\u003Cp>However, they soon ran into a problem: the data that Supermetrics pulled in was systematically inaccurate. For example, ingested data on “the amount spent”  from Facebook Ads never matched what Facebook Ads showed. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_03_at_12_53_29_03eff1a688.png\" alt=\"Screenshot 2023-03-03 at 12.53.29.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-4860352\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>When they contacted Supermetrics support, they got a reply that \"...data is always an estimate, and it becomes more accurate over time\".\u003C/p>\u003Cp>This verified user further says that, at one point, the Supermetrics team was gaslighting them, by insisting that numbers from two different screenshots were the same when they clearly weren’t. \u003C/p>\u003Cp>This user also complains about the pricing — what’s on the website is not what you end up paying. In the end, they paid 3-4 times more without additional benefits. \u003C/p>\u003Ch3>Unexplainable pricing increases & unreliable connectors\u003C/h3>\u003Cp>“Ridiculous price hike and unstable connector”\u003Cbr>Another verified Supermetrics user says his company chose Supermetrics because they wanted to speed up the setup time for reports in Looker Studio. \u003C/p>\u003Cp>However, the connectors weren’t always stable and his team spent many hours trying to make data transfer work. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_03_at_12_55_34_3a7c7b77dd.png\" alt=\"Screenshot 2023-03-03 at 12.55.34.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-4771206\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>Then, from one point on, they were charged 3-4 times the original price without any useful add-ons. \u003C/p>\u003Cp>The customer support wasn’t of much use, either with the connectors or the pricing issue. \u003C/p>\u003Cp>Eventually, they decided to switch to an in-house BigQuery data pipeline. \u003C/p>\u003Ch3>Messy data, frustrating & slow\u003C/h3>\u003Cp>“There are cheaper, better, easier options.”\u003Cbr>Henry C., a digital strategist in a SaaS company complains that in his company they never got the level of insight that they expected from Supermetrics. The automation often failed and they still had to manually track and record performance data after they set up the tool. \u003C/p>\u003Cp>In his words, Supermetrics tries to do much and makes it messy and not user-friendly. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_03_at_12_56_42_d16e4244c9.png\" alt=\"Screenshot 2023-03-03 at 12.56.42.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.capterra.com/p/162846/Supermetrics/reviews/2947407/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>Connecting new channels pulls in tons of data automatically that you don’t need so you need to manually sort through the lists of what to select and what not. Social media tracking was incomplete and never provided accurate data. \u003C/p>\u003Cp>When this user and his team decided to cancel, it took Supermetrics support days to respond — coincidentally, they only answered the day after that month’s auto-pay went through. \u003C/p>\u003Ch3>Getting it to work\u003C/h3>\u003Cp>“Impossible to get started with”\u003Cbr>Daniel J. who is a head of marketing in a food & beverage company, says that Supermetrics probably works just fine — if you already use it or know someone who can set it up for you.\u003C/p>\u003Cp>If you’re a new user, you’re on your own with no customer support. \u003C/p>\u003Cp>After 28 days, this user was still struggling to get started with building data sheets. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_03_at_12_57_22_37ce52b686.png\" alt=\"Screenshot 2023-03-03 at 12.57.22.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.capterra.com/p/162846/Supermetrics/reviews/2554167/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>The answers he got from customer support were either inadequate or useless, even for simple requests. Not to mention that it took up to a week for them to reply. \u003C/p>\u003Ch2>Final verdict\u003C/h2>\u003Cp>As we can see, multiple users mentioned the same issues with Supermetrics over and over again. \u003C/p>\u003Cp>It might have an impressive number of integrations and the reporting via Looker workaround works fine. \u003C/p>\u003Cp>However, setting the tool up is not always intuitive and users are struggling with the data transfer feature. \u003C/p>\u003Cp>Another recurring issue is customer support which not only takes a long time to respond but has shown to be unprofessional on multiple occasions. \u003C/p>\u003Cp>The third biggest complaint was Supermetrics' pricing policy. Users have reported inexplicable increases in price for no apparent benefits or paying more than listed on the website. \u003C/p>\u003Cp>At Whatagraph, you won’t have such problems. \u003C/p>\u003Cp>Our data transfer is easy to set up with a couple of clicks:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Transfers_2b5ebd200a.png\" alt=\"whatagraph-data-transfer\">\u003C/p>\u003Cp>Whatagraph has a native reporting feature with more than 100 stunning templates for different types of reports including marketing, SEO, PPC, eCommerce, and many more.  \u003C/p>\u003Cp>No need to export data to another tool. Just connect the sources, and start creating engaging interactive reports.\u003C/p>\u003Cp>And if by any chance you get stuck, rest assured that Whatagraph customer support will not abandon you – our customer team is on standby 20 hours a day, 5 days a week.\u003C/p>\u003Cp>If you're looking for seamless data transfer, point-and-click reporting, and dedicated customer support, choose Whatagraph and stay on top of your game. \u003C/p>","2023-03-06T14:52:51.715Z","2025-03-21T18:20:56.579Z","2023-03-06T15:41:56.773Z","2023-03-06",{"id":589,"title":590,"slug":591,"summary":592,"body":593,"read_time":270,"createdAt":594,"updatedAt":595,"publishedAt":596,"errors":31,"table_of_contents":32,"dateReorder":597},2268,"How to Create an Engaging Facebook Ads Report for Clients?","create-facebook-ads-report","\u003Cp>Facebook Ads is one of the most popular digital marketing tools, and for a good reason. With a return on ad spend (ROAS) of 3-4x, an average ads campaign should get you $3-4 for every $1 you invest. \u003C/p>\u003Cp>But to achieve that kind of ROI, you need a way to measure the effectiveness of your ads campaigns, and if needed, make changes on the go. In other words, if you manage Facebook advertising for your clients, you should know how to analyze performance and visualize data in a way they can easily understand. \u003C/p>\u003Cp>Here’s a complete guide for Facebook Ads reporting.\u003C/p>","\u003Ch2>What is a Facebook Ads report?\u003C/h2>\u003Cp>A Facebook Ads report is a type of marketing report that gives you everything you need to evaluate and optimize your Facebook paid ads campaigns. Each ad campaign has an objective, for example, to \u003Ca href=\"https://whatagraph.com/blog/articles/facebook-engagement-ads\">\u003Cu>drive more conversions\u003C/u>\u003C/a>, increase brand awareness, or boost the number of subscribers to your website, in case of a top-funnel campaign.  \u003C/p>\u003Cp>Under each campaign, you can create one or more ad sets with defined parameters like budget and targeting. Also, you may have different ad sets for different age and gender categories. \u003C/p>\u003Cp>Then under each ad set, you can have one or more ads, which can have different versions of copy that compete with each other in A/B testing. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_17_at_01_10_22_f3163dc244.png\" alt=\"Screenshot 2023-03-17 at 01.10.22.png\">\u003C/p>\u003Cp>Because of this, those ad sets will usually have different variables that make them unique and together form \u003Ca href=\"https://activeprospect.com/blog/how-to-conduct-facebook-lead-ad-campaigns-safely/\" target=\"_blank\" rel=\"noopener noreferrer\">a Facebook Ad campaign\u003C/a>. \u003C/p>\u003Cp>And when you have your ads up and running, you need to measure the Facebook Ads performance of each campaign to know if and how they are working. \u003C/p>\u003Cp>This is the job of a Facebook Ads report. \u003C/p>\u003Cp>A report can help you by breaking your Facebook campaign down by ad sets so you can more easily spot an issue. Once you spot an ad set that isn’t performing well, you can take a look at individual ads to find the common issue that prevents them from performing as desired. \u003C/p>\u003Ch2>3 reasons to create Facebook Ads reports\u003C/h2>\u003Cp>Let’s ignore for a second the fact that Facebook is the largest social media platform in the world and that a large portion of your client’s audience uses it. \u003C/p>\u003Cp>Facebook had \u003Ca href=\"https://datareportal.com/essential-facebook-stats\">\u003Cu>2.963 billion active users\u003C/u>\u003C/a> in January 2023, and each month, the number increased by 5 million in the three months that led to January 2023. \u003C/p>\u003Cp>Facebook Ads reports are the best way to prove to your clients that you’re delivering value. Here’s how both you and your client can benefit from these reports.\u003C/p>\u003Ch3>1. Increased transparency\u003C/h3>\u003Cp>The best case scenario is when you dedicate significant time and resources to a project that bears a resounding success. But what if your hard-won results aren’t what the client needs? What if you don’t meet your goals?\u003C/p>\u003Cp>Although this scenario is far from ideal, you can still land on all fours. \u003C/p>\u003Cp>How?\u003C/p>\u003Cp>For one, by frequently reporting results, you can find what’s not working sooner rather than later. There’s nothing worse than a realization that a campaign that’s been on your back burner for a while is falling apart and has been for some time. \u003C/p>\u003Cp>The only worse thing is having to break the news to your client. \u003C/p>\u003Cp>But if your monthly report shows that something’s not working, you can use this opportunity to figure out what needs to change. You should regularly meet with your clients so they can see the data you’re seeing and accompany it with two talking points:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Why the results haven’t met expectations\u003C/li>\u003Cli>What we can do as a team to improve this\u003C/li>\u003Cli>Why the results are really good\u003C/li>\u003Cli>What we can do to make them even better\u003C/li>\u003C/ol>\u003Cp>The talking points 3 and 4, however, are a great opportunity to upsell your client and offer additional service that will make their Facebook Ads campaign even more successful. \u003C/p>\u003Cp>Use this opportunity to show your client that you’re their partner and trusted advisor and not just a vendor providing a tool or service. \u003C/p>\u003Cp>You can make this a brainstorming session where you can pitch some of your own ideas and use your expertise to guide them to a solution. Eventually, you should implement those actions ASAP and keep running. \u003C/p>\u003Ch3>2. Easier way to upsell clients\u003C/h3>\u003Cp>It goes without saying that clients need to hear from you regularly, even if you’re just hired to do a specific project. When you’re delivering results, you can prove you’re not a one-trick pony and turn it into a retainer. \u003C/p>\u003Cp>Use the opportunity to prove value outside of showing that you can successfully run a Facebook Ads campaign. \u003C/p>\u003Cp>For example, your main call to action (CTA) is a new software download. New prospects are lading at the website via your Facebook ad and filing a gated form to download a trial. As they enter the client’s database, most of them choose to receive emails on updates. \u003C/p>\u003Cp>To turn this into a money-making scenario for both you and your client, offer them to\u003C/p>\u003Cul>\u003Cli>Create an automated lead follow-up email that the prospect receives immediately after download, with a sales-focused CTA.\u003C/li>\u003Cli>Create a \u003Ca href=\"https://whatagraph.com/templates/email-marketing-dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>multi-touch drip campaign\u003C/u>\u003C/a> with several emails sent periodically providing valuable resources for the trial period.\u003C/li>\u003Cli>Write a series of blogs on different use cases for the software.\u003C/li>\u003Cli>Repurpose the blog content into a whitepaper, a webinar, or a series of social media posts. \u003C/li>\u003Cli>Run a similar campaign on LinkedIn, provided there’s little overlapping between the audiences.  \u003C/li>\u003C/ul>\u003Cp>These are just a few examples of how both you and your client can capitalize on the success of their Facebook Ads campaign, brought to you by a Facebook Ads report. \u003C/p>\u003Ch3>3. Allow clients to make better decisions on a budget\u003C/h3>\u003Cp>It’s natural that you and your client agree upon the KPIs and define what success looks like before you run your campaign. This way, everyone is on the same page regarding what actions to take based on specific results. \u003C/p>\u003Cp>However, once the campaign takes off, it’s easy to run into information overload. Facebook offers a lot of data you can use to measure an ad campaign’s success, which is usually a good thing. Yet, your clients may not have the time or expertise to draw meaningful insights from all those stats. \u003C/p>\u003Cp>It’s your job to filter through all the available data and reach for metrics that are the most important to your clients. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_17_at_01_12_13_47271bc46b.png\" alt=\"Screenshot 2023-03-17 at 01.12.13.png\">\u003C/p>\u003Cp>For each type of metric, you can see how much you’re spending per lead, and clients can see how their money is spent. \u003C/p>\u003Cp>A Facebook Ads report can also give clients more intelligence about which campaigns are worth funding. They might be keen to pause or terminate a high-cost campaign, which can be misleading when observed on its own. However, if you have two similar paid ads campaigns and one costs more, it might also bring in more actions or high-quality leads.\u003C/p>\u003Cp>In other words, a client's Facebook Ads report has additional benefits beyond simply answering the question, “\u003Ci>Did we meet our goals?\u003C/i>” \u003C/p>\u003Ch2>12 metrics to use in your Facebook Ads report\u003C/h2>\u003Cp>Before generating a Facebook Ads report, you need to know which \u003Ca href=\"https://whatagraph.com/blog/articles/facebook-ads-metrics\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Facebook Ads metrics\u003C/u>\u003C/a> you’re going to track. These are the essential ones:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Cost Per Result\u003C/li>\u003Cli>Ad Impressions\u003C/li>\u003Cli>Ad Frequency\u003C/li>\u003Cli>Ad Clicks\u003C/li>\u003Cli>Click-Through Rates\u003C/li>\u003Cli>Cost Per Click and Cost Per Impression\u003C/li>\u003Cli>Conversion Rates\u003C/li>\u003Cli>Cost Per Conversion\u003C/li>\u003Cli>Ad Spend and Return on Ad Spend or ROAS\u003C/li>\u003Cli>Total Conversion Value\u003C/li>\u003Cli>Cost Per Action (CPA)\u003C/li>\u003Cli>Relevance Score\u003C/li>\u003C/ol>\u003Ch2>How to create a Facebook Ads report in 6 easy steps\u003C/h2>\u003Ch3>1. Consider the client’s needs\u003C/h3>\u003Cp>Before you get down to writing the actual report, you need to consider who is going to read your report. Depending on the position of the person and their knowledge of marketing, the report will have different structures and contents.\u003C/p>\u003Cp>Also, you need to consider the frequency at which your report is sent out. The more frequently your reports go out, the more details you can cover. For example, a weekly Facebook Ads report can cover a broader range of metrics than a C3 report you send out every month, not to mention an annual Facebook Ads report.  \u003C/p>\u003Ch3>2. Grab a reporting tool\u003C/h3>\u003Cp>A report on a Facebook Ads campaign that you run often contains several different ad sets, each with its own Facebook ad creative and results. Copying these manually to your report can be painstaking, especially if you need to repeat it every week. \u003C/p>\u003Cp>What you need is a \u003Ca href=\"https://whatagraph.com/facebook-ads-reporting-tool\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Facebook Ads reporting tool\u003C/u>\u003C/a> like Whatagraph. Connect your client’s Facebook Ads account once to your report, and every time you create a new report, the data is refreshed. \u003C/p>\u003Cp>The days of digging through dashboards for hours trying to make the numbers fit are over. Connect your accounts once, and the Facebook Ads data fills in ad updates automatically in the future.\u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_17_at_01_11_49_49db9c01d9.png\" alt=\"Screenshot 2023-03-17 at 01.11.49.png\">\u003C/p>\u003Cp>But it’s not just Facebook Ads. Whatagraph allows you to create a \u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">\u003Cu>cross-channel analytics report\u003C/u>\u003C/a> using data from various marketing, SEO, PPC, web analytics, and eCommerce tools through beautiful \u003Ca href=\"https://whatagraph.com/templates/facebook-ads-dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>interactive dashboards\u003C/u>\u003C/a>. \u003C/p>\u003Cp>And the process is the same whether you need to visualize Facebook Ads metrics, data from Google Ads, performance metrics from Ahrefs and SEMrush, or create a custom report with channels you choose:\u003C/p>\u003Cp>Connect sources once and create hundreds of different report types. \u003C/p>\u003Ch3>3. Add the Facebook Ads account as a source\u003C/h3>\u003Cp>Now we’ll show you how to add a Facebook Ads account as a data source.\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Open Whatagraph and click \u003Cstrong>Create new\u003C/strong> in the top-right corner.\u003C/li>\u003Cli>Choose to \u003Cstrong>Create from template\u003C/strong>.\u003C/li>\u003Cli>Scroll down to find the Facebook Ads template and click on it.\u003C/li>\u003Cli>Now you have a Facebook Ads report with basic metrics.\u003C/li>\u003Cli>To add a Facebook Ads source, click \u003Cstrong>Actions\u003C/strong> > \u003Cstrong>Manage Data Sources\u003C/strong>, and then \u003Cstrong>Browse More Sources.\u003C/strong>\u003C/li>\u003Cli>Select \u003Cstrong>Facebook Ads\u003C/strong> and pick one of the available accounts. \u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_17_at_01_18_48_295c97b572.png\" alt=\"Screenshot 2023-03-17 at 01.18.48.png\">\u003C/p>\u003Ch3>4. Start with a report template\u003C/h3>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/templates/facebook-ads-report\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Facebook Ads template\u003C/u>\u003C/a> is designed to meet your client’s needs. It gives you an in-depth view of your Facebook Ads account performance and tracks ad set analytics. \u003C/p>\u003Cp>Using this template, you can present data that sheds light on your ad campaign performance. Highlight ad impressions, relevance score, cost per result, and audience demographics. \u003C/p>\u003Cp>Since Whatagraph is big on visuals, the example report begins with a cover image of your campaign, followed by four sections of the report:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Performance overview\u003C/strong>: KPIs like Amount spent, Clicks, CPC (cost per link click), Impressions, and CTR.\u003C/li>\u003Cli>\u003Cstrong>Engagement overview\u003C/strong>: Engagements, Reactions, as well as Engagement and Campaign performance per month.\u003C/li>\u003Cli>\u003Cstrong>Ad performance\u003C/strong>: Top 6 best Facebook ads by Link clicks and CTR performance.\u003C/li>\u003Cli>\u003Cstrong>User and media insights\u003C/strong>: Ad breakdown by gender, age, device, and platform placement.\u003C/li>\u003C/ul>\u003Ch3>5. Edit the report to your client’s liking\u003C/h3>\u003Cp>Once you create a basic Facebook Ads report, you can choose to edit it by adding extra widgets for different metrics and dimensions. \u003C/p>\u003Cp>Customize your Facebook Ads report template by adding graph and chart widgets, images, text boxes, calendars, and more. \u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_16_at_23_23_48_ee2f9b6048.png\" alt=\"Screenshot 2023-03-16 at 23.23.48.png\">\u003C/p>\u003Cp>You can custom-name your report, add logos, as well as change the color of elements to create an impression of your or your client’s branding. \u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_16_at_23_25_01_d47bb85791.png\" alt=\"Screenshot 2023-03-16 at 23.25.01.png\">\u003C/p>\u003Cp>And if you want to raise the bar and make your report look more professional, you can \u003Ca href=\"https://whatagraph.com/white-label\">white-label the report\u003C/a> and remove the Whatagraph branding altogether. \u003C/p>\u003Ch3>6. Automate the report delivery\u003C/h3>\u003Cp>When you’re happy with your Facebook Ads report, the only thing that remains is to \u003Ca href=\"https://whatagraph.com/automated-reporting\">\u003Cu>automate the report delivery\u003C/u>\u003C/a>. This allows you to cut the reporting time from hours every week to just minutes. \u003C/p>\u003Cp>Some clients will want to get a Facebook Ads report every week, while others are more interested in the bigger picture that comes with a monthly report.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_17_at_01_11_15_4bc719cd23.png\" alt=\"Screenshot 2023-03-17 at 01.11.15.png\">\u003C/p>\u003Cp>Luckily with Whatagraph, you don’t have to worry about those schedules. Once you \u003Ca href=\"https://whatagraph.com/integrations/facebook-ads\">connect a Facebook Ads account\u003C/a>, the data is updated in real-time. \u003C/p>\u003Cp>Now you should only set your sending intervals for every account, set the time period you want to report, and the number of recipients, and each Facebook Ads report will be delivered on autopilot. \u003C/p>\u003Ch2>Which Facebook Ads reporting tool will you use?\u003C/h2>\u003Cp>Facebook Ads collects a vast amount of data on your clients’ paid Facebook advertising. \u003C/p>\u003Cp>So much so that any attempt to manually stitch data into a meaningful report would soon turn into a time-consuming disaster. \u003C/p>\u003Cp>Don’t bother with manual reporting. \u003C/p>\u003Cp>Use Whatagraph to \u003Ca href=\"https://whatagraph.com/integrations/facebook-ads\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>create engaging Facebook Ads reports\u003C/u>\u003C/a> in minutes and schedule automated sending so that every client receives their custom-made report at a set interval. \u003C/p>\u003Cp>And the best thing — there’s no limit on the number of reports you can create, edit, and send. \u003C/p>\u003Cp>But Whatagraph is not a one-trick pony either. \u003C/p>\u003Cp>Apart from Facebook Ads reports, you can use our automated reports to visualize marketing data from over 40 platforms. \u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_report_ddbe0228b8.png\" alt=\"cross-channel-report\">\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">\u003Cu>Sign up for a free trial\u003C/u>\u003C/a> to get a first-hand feel of what Whatagraph is all about and how it can help you automate your reporting.  \u003C/p>","2023-03-17T16:21:29.764Z","2025-04-03T08:41:00.208Z","2023-03-20T09:29:56.714Z","2023-03-20",{"id":599,"title":600,"slug":601,"summary":602,"body":603,"read_time":270,"createdAt":604,"updatedAt":605,"publishedAt":606,"errors":31,"table_of_contents":32,"dateReorder":607},2271,"How to Create Local Marketing Reports for Clients?","create-local-marketing-report","\u003Cp>Your local marketing game has advanced. You already use many local SEO tools to drive new local searches, traffic, and sales. Now, you need a way to track all the data from those tools, so you can streamline your local advertising efforts. \u003C/p>\u003Cp>What you need now is an in-depth local marketing report that will help you pinpoint your client’s message to local audiences. \u003C/p>","\u003Ch2>What is a local marketing report?\u003C/h2>\u003Cp>A local marketing report is a type of digital marketing report that includes local marketing capabilities and performance. The data is ranged for a specific location that coincides with the client’s physical store, warehouse, or customers. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/1_Hero_61698d8ff9.png\" alt=\"1 — Hero.png\">\u003C/p>\u003Cp>Local marketing reports can showcase the performance of one or several locations with the primary goal of displaying the state of local marketing accurately and helping marketers assess and improve their marketing strategy based on local performance. \u003C/p>\u003Ch2>3 reasons to create local marketing reports\u003C/h2>\u003Cp>Local marketing strategy doesn’t only help marketers win business but also improves customer relationships. Marketers who rely on local marketing reports in leading their local marketing campaigns have a better understanding of their customer needs. This, in return, allows them to deliver those needs and boost customer engagement. \u003C/p>\u003Cp>However, local marketing reports can bring you other, less-tangible benefits. \u003C/p>\u003Ch3>1. Streamlined decision-making\u003C/h3>\u003Cp>Prior to you running a local marketing campaign for your clients, it’s understandable that you’ve agreed upon the KPIs and defined what the success looks like. This is to make sure there are no surprises about what actions to take based on specific results. \u003C/p>\u003Cp>But, as the campaign unfolds, it’s easy to get overwhelmed by the influx of data. Local channel marketing offers plenty of inputs that you can use to measure a campaign’s success, especially if you use different landing pages and ads for different locations. \u003C/p>\u003Cp>However, your client may not have the time or expertise to crunch all those numbers and come up with actionable insights. \u003C/p>\u003Cp>This is where you come to filter all the available data and surface metrics that are most essential to your clients. \u003C/p>\u003Cp>For each local marketing metric, you can show how much you’re spending per lead, so your clients can see how their money is used. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_22_at_11_40_52_79d7d26f7c.png\" alt=\"Screenshot 2023-03-22 at 11.40.52.png\">\u003C/p>\u003Cp>Local marketing reports can also identify local-based campaigns that are worth funding. A client might decide to halt a high-cost local campaign that seems unjustified. But if your report includes several local campaigns, you can prove that the more expensive one also brings in more high-quality leads.  \u003C/p>\u003Ch3>2. Upselling your services\u003C/h3>\u003Cp>A client may hire you to do a specific one-time project, but if you show results, you have a great opportunity to prove you can do much more than that single local campaign. \u003C/p>\u003Cp>For example, your main call to action (CTA) is to get a free quote. New leads are filling in a gated form to get access to a free quote, many of whom choose to receive emails on updates and discounts. \u003C/p>\u003Cp>This is an excellent opportunity to upsell your client. Offer them to\u003C/p>\u003Cul>\u003Cli>Create an automated lead follow-up email that the prospect receives immediately after download, with a sales-focused CTA.\u003C/li>\u003Cli>Create a multi-touch drip campaign where several emails containing valuable resources for users are sent periodically. \u003C/li>\u003Cli>Write a series of blogs on different use cases for the product or service.\u003C/li>\u003Cli>Repurpose the blog content into a whitepaper, a webinar, or a series of social media posts. \u003C/li>\u003Cli>Recommend a Google Ads campaign.\u003C/li>\u003Cli>Run a local marketing campaign on social media. \u003C/li>\u003C/ul>\u003Cp>These are just some of the ways you and your client can monetize the success of your local marketing campaign based on a local marketing report. \u003C/p>\u003Ch3>3. Improved transparency \u003C/h3>\u003Cp>In a perfect world, you’d dedicate time and resources to a project which would turn successful. But in reality, there are situations where your results are not on the same page as the client’s expectations. \u003C/p>\u003Cp>Although no one desires this scenario, your local marketing report can actually help you stay on the surface.  \u003C/p>\u003Cp>First of all, make sure you create and send your local marketing report regularly. This will help you identify what’s not working on time. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_22_at_11_36_24_58c39b8ce0.png\" alt=\"Screenshot 2023-03-22 at 11.36.24.png\">\u003C/p>\u003Cp>When your monthly report shows that something’s not right, you can use it to target the issue. If you update your clients regularly, you can both be on the same page about the result and expectations. \u003C/p>\u003Cp>A local marketing report can open up several talking points\u003C/p>\u003Cul>\u003Cli>Why the results haven’t met expectations\u003C/li>\u003Cli>What we can do as a team to improve this\u003C/li>\u003Cli>Why the results are really good\u003C/li>\u003Cli>What we can do to make them even better\u003C/li>\u003C/ul>\u003Cp>This is a perfect opportunity to show your client that you are their partner and not just a vendor trying to justify your quotes. \u003C/p>\u003Cp>Points 3 and 4 are also a great opportunity to upsell your client, as described above, and offer additional services that will make their local marketing campaign even more successful.\u003C/p>\u003Ch2>11 metrics to use in your local marketing report\u003C/h2>\u003Cp>To build an actionable local marketing report, you should first decide on a list of KPIs that will help you evaluate your client’s local business. \u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>\u003Cstrong>Google My Business traffic\u003C/strong>: Physical locations are often registered on Google My Business (GMB). When you connect this data source to a reporting tool like Whatagraph, you can track the number of visitors that land on your website through Google My Business. \u003C/li>\u003Cli>\u003Cstrong>Reviews on Google My Business\u003C/strong>: You can also track the number of reviews that people leave under your Google My Business listing. This KPI is essential for building customer trust in your business. \u003C/li>\u003Cli>\u003Cstrong>Location-based phone calls\u003C/strong>: Digital call-tracking software like \u003Ca href=\"https://whatagraph.com/callrail-reporting\">CallRail\u003C/a> can help you track customer calls in specific locations. This KPI is a good indicator of lead generation performance through phone calls.\u003C/li>\u003Cli>\u003Cstrong>Highest-performing city\u003C/strong>: This metric allows you to instantly see your best-performing location. Redirect your marketing efforts with accurate insights into the best and worst-performing cities or regions. \u003C/li>\u003Cli>\u003Cstrong>Impression of local queries\u003C/strong>: \u003Ca href=\"https://whatagraph.com/integrations/google-search-console\">Google Search Console integration\u003C/a> can help you track impressions that your local search queries had in a chosen period of time. \u003C/li>\u003Cli>\u003Cstrong>Brand and category search\u003C/strong>: Using Google My Business as a central hub, you can track the number of times your business profile has appeared to users searching for your brand or another brand related to your business. \u003C/li>\u003Cli>\u003Cstrong>Landing page sessions\u003C/strong>: Using different landing pages for each business location can be difficult to track in terms of marketing performance. A local marketing report that includes these metrics helps you see the internet traffic coming to each of your locations.\u003C/li>\u003Cli>\u003Cstrong>User type-based leads\u003C/strong>: This KPI provides insightful information about different users and where they’re coming from. It also helps track lead origins, such as contact forms, newsletter signups, etc. \u003C/li>\u003Cli>\u003Cstrong>Sessions from organic\u003C/strong>: Take a glimpse into the amount of organic traffic your website had over chosen time. This way, you can determine the performance of your PPC vs. organic growth. \u003C/li>\u003Cli>\u003Cstrong>Individual channel performance\u003C/strong>: With this KPI, you can identify your most cost-effective marketing channels that bring in the most leads to your website and convert them into the best-paying customers. \u003C/li>\u003Cli>\u003Cstrong>eCommerce performance\u003C/strong>: If your local physical businesses are also available as e-shops, you can \u003Ca href=\"https://whatagraph.com/integrations/shopify\">connect a platform like Shopify\u003C/a> to your report to give you a better sales picture. This way, you can track the entire customer journey from the first ad to the checkout. \u003C/li>\u003C/ol>\u003Ch2>How to create a local marketing report in 6 easy steps\u003C/h2>\u003Ch3>1. Consider the client’s needs\u003C/h3>\u003Cp>Before you get down to writing a report, you need to consider who is the target audience for your report. Depending on the position of the person and their engagement level, the report should have a different structure and content.\u003C/p>\u003Cp>In a similar way, you need to consider the frequency at which you’ll send out your reports. The more frequent your reports, the more details you can cover. For example, a weekly local marketing report can cover more details on local marketing trends than a \u003Ca href=\"https://whatagraph.com/local-seo-report\" target=\"_blank\" rel=\"noopener noreferrer\">local SEO report\u003C/a> you send out every month. \u003C/p>\u003Ch3>2. Pick a reporting tool\u003C/h3>\u003Cp>A local marketing report may include a large number of KPIs. If you want to make your report more granular, you should include performance for every local landing page or paid ad. However, visualizing this data manually in your report could take hours and hours of time that is better spent landing more business. \u003C/p>\u003Cp>What you need is a reporting tool like Whatagraph. Connect your data sources and get instant insights into your local marketing rankings. \u003C/p>\u003Cp>Google My Business, Google Analytics, Google Ads, CallRail, Facebook Ads — or any other major marketing channel that you use in our local marketing efforts — connect the sources once, and every time you create a new report, the data is refreshed.  \u003C/p>\u003Cp>If you don’t know where to start, you can use our \u003Ca href=\"https://whatagraph.com/templates/google-my-business-dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">Google My Business Dashboard template\u003C/a> to quickly aggregate all GMB insights for your local listings, including discovery searches, local search results, photo and map views, and much more.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_19_at_18_07_39_969a392ade.png\" alt=\"Screenshot 2023-03-19 at 18.07.39.png\">\u003C/p>\u003Cp>No more going back and forth through different reports for hours to make the numbers make sense. Connect your accounts once, and the local marketing data fills in and updates automatically in the future. \u003C/p>\u003Cp>Whatagraph allows you to create \u003Ca href=\"https://whatagraph.com/templates/cross-channel-analytics-report\">cross-channel analytics reports\u003C/a> using data from a variety of social media, web analytics, SEO strategy, PPC, eCommerce, and marketing platforms.\u003C/p>\u003Cp>Just connect your sources once and create an unlimited number of reports.\u003C/p>\u003Cp>Yes, you heard it right! There’s no limit to the number of reports you can create, edit, and send with Whatagraph. \u003C/p>\u003Ch3>3. Add the Google My Business account as a source\u003C/h3>\u003Cp>Now we’ll show you how to add a Google My Business account as \u003Ca href=\"https://whatagraph.com/integrations/google-my-business\">a data source\u003C/a>.\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Open Whatagraph and click \u003Cstrong>Create new\u003C/strong> in the top-right corner.\u003C/li>\u003Cli>Choose to \u003Cstrong>Create from template\u003C/strong>.\u003C/li>\u003Cli>Scroll down to find the Google My Business template and click on it.\u003C/li>\u003Cli>Now you have a local marketing report with basic metrics.\u003C/li>\u003Cli>To add a source, click \u003Cstrong>Actions\u003C/strong> > \u003Cstrong>Manage Data Sources\u003C/strong>, and then \u003Cstrong>Browse More Sources\u003C/strong>.\u003C/li>\u003Cli>Select \u003Cstrong>Google My Business\u003C/strong> and pick one of the available accounts.  \u003C/li>\u003C/ol>\u003Ch3>4. Use a report template\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/templates/google-my-business-report\">Whatagraph’s Google My Business template\u003C/a> is created to meet your client’s needs as the state of local marketing report. \u003C/p>\u003Cp>Using this template, you can visualize your local marketing metrics that impact your campaign performance, like map views, search views, direct queries, phone actions, and website actions. \u003C/p>\u003Cp>The default Whatagraph Google My Business report template has seven sections:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Views graph\u003C/strong>: Map views, Search views, Local post search views\u003C/li>\u003Cli>\u003Cstrong>Actions bar chart\u003C/strong>: Direct queries, Indirect queries, Driving direction action, Local post CTA count, Website actions, and Phone actions.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_19_at_18_34_54_eb0a8081d5.png\" alt=\"Screenshot 2023-03-19 at 18.34.54.png\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Reviews graph\u003C/strong>: Current total review count and Current avg. review rating. \u003C/li>\u003Cli>\u003Cstrong>Photos\u003C/strong>: Photo views and counts.\u003C/li>\u003Cli>\u003Cstrong>Targets\u003C/strong>: Time passed, Direct queries, Indirect queries.\u003C/li>\u003Cli>\u003Cstrong>Comments\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Reviewers\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Keep in mind that you can easily edit this report layout, which we’ll explain in the next section. \u003C/p>\u003Ch3>5. Edit the report to your client’s liking\u003C/h3>\u003Cp>When you create a basic local marketing report, you can choose to edit it by introducing additional widgets for different dimensions and metrics. \u003C/p>\u003Cp>Feel free to customize your local marketing report template by adding graphs and charts, images, text boxes, calendars, and more. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_19_at_18_48_29_234fe79cb2.png\" alt=\"Screenshot 2023-03-19 at 18.48.29.png\">\u003C/p>\u003Cp>Change the name of your report, add your or your client’s logo, or change the color scheme of the design elements and make the report look more like your or your client’s branded paper. \u003C/p>\u003Cp>But Whatagraph allows you to go one step ahead and impress the clients by making the report look like you created it from scratch. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_22_at_11_41_39_5995334cd4.png\" alt=\"Screenshot 2023-03-22 at 11.41.39.png\">\u003C/p>\u003Cp>Use the \u003Ca href=\"https://whatagraph.com/white-label-dashboard/\">white-labeling option\u003C/a> to remove the Whatagraph logo from your reports for good. \u003C/p>\u003Ch3>6. Automate the report delivery\u003C/h3>\u003Cp>When you customize your local marketing report to your client’s liking, the only thing that remains is to \u003Ca href=\"https://whatagraph.com/automated-reporting/\">automate the delivery\u003C/a>. This allows you to set up your report and schedule it for delivery in just minutes. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_19_at_18_42_10_25afaf8fda.png\" alt=\"Screenshot 2023-03-19 at 18.42.10.png\">\u003C/p>\u003Cp>It makes no difference if clients want your report once a month or every week. Set the sending interval for each account, the period you want to report on, and the number of recipients, and every report will be delivered on autopilot. \u003C/p>\u003Ch2>Get ready for local marketing campaign wins\u003C/h2>\u003Cp>Local marketing tools collect a large amount of data on your client’s small business potential and current customers. However, the number of metrics and inbound traffic makes it impossible to draw any sensible insight from local marketing data without a capable reporting tool.  \u003C/p>\u003Cp>Whatagraph helps you create insightful local marketing reports in just minutes and set up automated delivery so that every client receives their report on time and without your intervention. \u003C/p>\u003Cp>Use our \u003Ca href=\"https://whatagraph.com/templates/google-my-business-dashboard/\">Google My Business template\u003C/a> or create your own local marketing report by choosing sources with localized data from over 40 platforms, including social media marketing, SEO, paid media, CRM, and eCommerce apps.\u003C/p>\u003Cp>Any other marketing report or dashboard you’d like to create? \u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial\u003C/a> to take Whatagraph for a spin today.  \u003C/p>","2023-03-22T10:58:29.550Z","2025-04-01T14:28:33.884Z","2023-03-22T11:02:08.028Z","2023-03-22",{"id":609,"title":610,"slug":611,"summary":612,"body":613,"read_time":270,"createdAt":614,"updatedAt":615,"publishedAt":616,"errors":31,"table_of_contents":32,"dateReorder":607},2272,"How to Create a Killer Dashboard With Google Sheets Data [+ Template]","create-google-sheets-dashboard","\u003Cp>Google Sheets is a spreadsheet application similar to Microsoft Excel but part of the Google Drive package that you can use to track and store all kinds of business data. One way to draw meaningful insights from spreadsheet data is to create a Google Sheets dashboard. \u003C/p>\u003Cp>In this guide, we explain how to create a sweeping dashboard using Google Sheets data and why doing it in Google Sheets may not be the best idea. \u003C/p>","\u003Ch2>What is a Google Sheets dashboard?\u003C/h2>\u003Cp>A Google Sheets dashboard is a tab you can create in a \u003Ca href=\"https://whatagraph.com/google-sheets-reporting-tool\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Google Sheets\u003C/u>\u003C/a> document to quickly display key information about your project or campaign. When you collect information through Sheets, you can create different graphics and charts to visualize your information. So instead of switching between different pages, you can place them all on the same page, summed up in a dashboard of key metrics.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_22_at_13_45_32_c1e2b6a408.png\" alt=\"Screenshot 2023-03-22 at 13.45.32.png\">\u003C/p>\u003Cp>For example, a business may use several spreadsheets to track information related to sales and marketing. The dashboard can include graphs that visualize the number of sales in the current fiscal year, which salesperson closed the most sales, which marketing channels perform the best, etc.  \u003C/p>\u003Ch2>5 reasons why creating dashboards in Google Sheets is not a great idea\u003C/h2>\u003Ch3>1. Lack of proper visualizations \u003C/h3>\u003Cp>The ability to visualize data is essential for anyone working in marketing. Sure, Google Sheets has \u003Ca href=\"https://whatagraph.com/blog/articles/what-is-data-visualization\">data visualization ability\u003C/a>, but it’s very limited by today’s standards. You can \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-make-a-graph-in-google-sheets\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>create a pie chart\u003C/u>\u003C/a>, a line chart, or a column chart, but these look plain and simple. Not what you’d want for a presentation that should knock your clients off their feet. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_21_at_13_06_46_1ec36713d7.png\" alt=\"Screenshot 2023-03-21 at 13.06.46.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.benlcollins.com/spreadsheets/dynamic-dashboard-in-google-spreadsheets/\">\u003Cu>Source\u003C/u>\u003C/a>\u003C/p>\u003Cp>Then there’s the issue of insights. Since a spreadsheet takes all of your data into account, an important bit of information can remain hidden or not entirely interpreted. For marketers whose job is to know the customers and market inside out, such inaccuracy is unacceptable.  \u003C/p>\u003Ch3>2. Lack of real-time data updates \u003C/h3>\u003Cp>Collecting data in real-time is among the most important advantages of any marketing agency today. Knowing what your customers want at any given time is not just a nice thing to have — it’s a must. \u003C/p>\u003Cp>Achieving that with an ongoing stream of data and a spreadsheet is hard to imagine. If you want to update a spreadsheet, you need to do it manually, and manual data collection and a business driven by data somehow don’t match up. \u003C/p>\u003Ch3>3. No way to automate the dashboard delivery \u003C/h3>\u003Cp>Whenever you want to send the dashboard to your clients, it’s manual work all the way. You need to export it as a .pdf and email it as an attachment. \u003C/p>\u003Cp>There’s no way to automate the delivery, so you need to keep a separate calendar with reminders of which dashboard to send to which client at what time interval.\u003C/p>\u003Cp>Another technicality to worry about instead of focusing on your core business. \u003C/p>\u003Ch3>4. No good way to customize your dashboard\u003C/h3>\u003Cp>Google Sheets has a limited gallery of graph and chart types and a limited way of arranging them. You need to merge existing cells to create shapes and text boxes in the size you need, which doesn’t leave much for creativity. \u003C/p>\u003Cp>Also, there are no widgets that you can use to present the key metrics. \u003C/p>\u003Cp>Try to change the color scheme of the Google Sheets dashboard. Good luck with that. At best, you can fill in the tables with different colors, but that’s it. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/form_dashboard_ca42a34fc8.jpg\" alt=\"form_dashboard.jpg\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.benlcollins.com/spreadsheets/10-techniques-google-sheets-dashboard/\">\u003Cu>Source\u003C/u>\u003C/a>\u003C/p>\u003Cp>You can probably add your or your client’s logo, but again you’d have to merge adjacent cells to display the image right. \u003C/p>\u003Ch3>5. No native integration with business systems \u003C/h3>\u003Cp>If you want to connect the spreadsheets to other systems you use, you better hope there’s \u003Ca href=\"https://whatagraph.com/integrations/salesforce\">an integration with \u003Cu>Salesforce\u003C/u>\u003C/a> or a similar tool. If there isn’t, you have to transfer the data over to other systems manually. \u003C/p>\u003Cp>Because of this lack of integration, customers and prospects might get redundant information or none at all. Neither is good for sales and the growth of our business.\u003C/p>\u003Cp>So what are your options?\u003C/p>\u003Cp>\u003Cstrong>To export your Google Sheets data to a reporting tool and create a much more engaging and inclusive dashboard using Whatagraph’s Google Sheets dashboard template.\u003C/strong>\u003C/p>\u003Ch2>Whatagraph’s Google Sheets Dashboard Template\u003C/h2>\u003Cp>Spreadsheets are far from ideal for managing large volumes of data, let alone visualizing this data for actionable insights. \u003C/p>\u003Cp>It makes much more sense to export and migrate your data to Whatagraph and automate your reporting. \u003C/p>\u003Cp>Our \u003Ca href=\"https://whatagraph.com/integrations/google-sheets\">\u003Cu>Google Sheets Dashboard template\u003C/u>\u003C/a> can help you present your data in a format that clients can easily understand. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_21_at_11_06_16_2c6d94bd4a.png\" alt=\"Screenshot 2023-03-21 at 11.06.16.png\">\u003C/p>\u003Cp>All the value widgets, tables, and graphs are already inside. Use them as they are or customize the dashboard with visual elements of your choice. \u003C/p>\u003Cp>Let’s show you how to visualize your Google Sheets data using our template. \u003C/p>\u003Ch2>How to create a dashboard with Google Sheets data in 4 steps in Whatagraph\u003C/h2>\u003Ch3>Step 1: Start with your Google Sheets data\u003C/h3>\u003Cp>The first thing you need to do is make sure you have enough raw data in your Google spreadsheet before you start building a dashboard. There are a few ways you can import data into your spreadsheet:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Using IMPORT functions\u003C/strong>: If the data you want to import is already accessible, you can use Google Sheets IMPORT functions to complete the task. Using these functions, you can import a wide range of data types, including CSV, TS, XML, RSS, etc. Just keep in mind that for this method to work, the data you want to import must be publicly available first. \u003C/li>\u003Cli>\u003Cstrong>Using Google Forms\u003C/strong>: Google Forms are great for importing an abundance of data to your spreadsheet. By using the \u003Ca href=\"https://whatagraph.com/blog/articles/google-sheets-formulas\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>IMPORTRANGE function\u003C/u>\u003C/a>, you will be able to quickly transfer the data from Google Forms to Google Sheets. If you don’t have Google Forms and need to create a new one, connect it to a spreadsheet so data can be stored separately and you don’t risk losing it.    \u003C/li>\u003Cli>\u003Cstrong>Using an external source\u003C/strong>: This method requires a bit of technical knowledge. Look for API connectors add-ons in the Google Workspace Marketing and import the data to your Google Sheets by using the API. However, if the add-on gets updated, this might disrupt your dashboard, and you’ll have to start building it from scratch. \u003C/li>\u003C/ul>\u003Ch3>Step 2: Move the data to Whatagraph\u003C/h3>\u003Cp>Analyzing large amounts of spreadsheets data can be time-consuming, especially if you are managing multiple clients and data sources. \u003C/p>\u003Cp>Google Sheets is a good choice if you need to handle a large dataset on a one-time basis. For example, if you’ve exported all traffic data for your website and want to find pages that saw the most traffic. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_21_at_11_15_30_4169a44e1d.png\" alt=\"Screenshot 2023-03-21 at 11.15.30.png\">\u003C/p>\u003Cp>However, if you want to track a large volume of data over time, you should export and migrate your Google Sheets data to a dedicated data pipeline like Whatagraph. \u003C/p>\u003Cp>With Whatagraph, you can say goodbye to manual data entry. Just connect your \u003Ca href=\"https://whatagraph.com/integrations/google-sheets\">\u003Cu>Google Sheets to Whatagraph\u003C/u>\u003C/a>, and the data fills in and updates automatically in the future.  \u003C/p>\u003Cp>Apart from Google Sheets data, with Whatagraph, you can integrate data and visualize KPIs from a range of social media platforms, web analytics, SEO, PPC, and eCommerce apps through all-inclusive custom dashboards. \u003C/p>\u003Ch3>Step 3: Visualize your data\u003C/h3>\u003Cp>Now you’re ready to visualize your Google Sheets data in Whatagraph. To create a dynamic dashboard with Google Sheets data, you need to\u003Cbr> \u003C/p>\u003Cp>1. Open Whatagraph and click \u003Cstrong>Create new\u003C/strong> in the top-right corner.\u003C/p>\u003Cp>2. Choose to \u003Cstrong>Create from template\u003C/strong>.\u003C/p>\u003Cp>3. Scroll down to find the \u003Ca href=\"https://whatagraph.com/integrations/google-sheets\">\u003Cu>Google Sheets dashboard template\u003C/u>\u003C/a> and click on it.\u003C/p>\u003Cp>4. Now you have a Google Sheets dashboard with basic metrics.\u003C/p>\u003Cp>5. To add \u003Ca href=\"https://whatagraph.com/integrations/google-sheets\">a Google Sheets source\u003C/a>, click on the drop-down menu under \u003Cstrong>Actions\u003C/strong>     > \u003Cstrong>Manage Data Sources\u003C/strong>, and then \u003Cstrong>Browse More Sources\u003C/strong>.\u003C/p>\u003Cp>6. Select \u003Cstrong>Google Sheets\u003C/strong> and pick one of the available accounts.  \u003C/p>\u003Ch3>Step 4: Customize your dashboard\u003C/h3>\u003Cp>When your Google Sheets dashboard is done, you can customize it to your client’s preferences. Unlike Google Sheets, where you have few customization options, Whatagraph dashboards allow you to remove and add new visualization forms. \u003C/p>\u003Cp>This includes single-value and goal widgets, multi-source breakdown tables, area charts, donut charts, stacked horizontal and vertical bar charts, funnels, and even a report calendar, while any images you upload fit seamlessly into the dashboard layout. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_21_at_11_17_19_f2f40bb86f.png\" alt=\"Screenshot 2023-03-21 at 11.17.19.png\">\u003C/p>\u003Cp>Apart from these drag-and-drop widgets, you can go ahead and customize the dashboard color scheme, so it better reflects your or your client’s branding. Not something you can do in spreadsheets. \u003C/p>\u003Cp>And if you want to make it look even more professional, you can \u003Ca href=\"https://whatagraph.com/white-label-dashboard/\">\u003Cu>white-label your dashboard\u003C/u>\u003C/a> and remove Whatagraph branding altogether.\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Google Sheets is still a popular way of tracking business data, but when it comes to visualization, it can’t stand against modern reporting tools like Whatagraph. \u003C/p>\u003Cp>So instead of creating a dashboard in Google Sheets that looks as if it came straight from the 90s, export your GS data to Whatagraph and use the tool’s native visualization to showcase your KPIs. \u003C/p>\u003Cp>When compared to Google Sheets, Whatagraph offers an unparalleled degree of dashboard customization and flexibility. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_21_at_11_06_16_2c6d94bd4a.png\" alt=\"Screenshot 2023-03-21 at 11.06.16.png\">\u003C/p>\u003Cp>And the best thing is that you don’t need to migrate Google Sheets data every time manually. Connect your spreadsheets once, and the data gets refreshed automatically every hour. \u003C/p>\u003Cp>Don’t bother with Google Sheet’s basic visualization. \u003C/p>\u003Cp>Grab Whatagraph’s \u003Ca href=\"https://whatagraph.com/integrations/google-sheets\">\u003Cu>Google Sheets dashboard template\u003C/u>\u003C/a> and tell us which dashboard you prefer — the one made in Google Sheets or the one you created in Whatagraph.\u003C/p>","2023-03-22T13:57:24.404Z","2024-12-27T12:41:53.632Z","2023-03-22T13:57:40.549Z",{"id":618,"title":619,"slug":620,"summary":621,"body":622,"read_time":270,"createdAt":623,"updatedAt":624,"publishedAt":625,"errors":31,"table_of_contents":32,"dateReorder":626},2273,"How to Build a Complete PPC Dashboard for Agencies [+Template]","how-to-build-ppc-dashboard","\u003Cp>Your paid ads campaigns are getting traction. You’re managing a rolodex of clients across multiple platforms, as well as tracking the performance of the entire PPC budget. \u003C/p>\u003Cp>Yet when it comes to reporting, you’re still stitching spreadsheets together and using basic Microsoft Excel visualization to showcase your results. \u003C/p>\u003Cp>It’s time to spruce up your reporting game. Here’s how you can easily build engaging PPC dashboards with all the essential paid ads KPIs.\u003C/p>","\u003Ch2>What is a PPC dashboard?\u003C/h2>\u003Cp>A PPC dashboard is reporting software that helps marketers build customized dashboards to track media performance in real time, monitor key metrics, visualize paid searches, and automate client reporting.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/1st_Visual_845b9d9673.png\" alt=\"1st Visual.png\">\u003C/p>\u003Cp>By combining data from different paid channels into a single dashboard, you can identify strategies and tactics that stand behind the best results, as well as gain actionable insights that help you increase the return on investment. \u003C/p>\u003Ch2>7 reasons to use a PPC dashboard?\u003C/h2>\u003Ch3>1. Understand both the “why” and the “how”\u003C/h3>\u003Cp>A PPC dashboard updates frequently, usually by a pre-set time period and every time you initiate an update manually. \u003Ca href=\"https://whatagraph.com/automated-reporting\">\u003Cu>Whatagraph dashboards\u003C/u>\u003C/a>, for example, update the values every hour, by default. \u003C/p>\u003Cp>This allows you to \u003Ca href=\"https://whatagraph.com/blog/articles/ppc-metrics\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>track your KPIs\u003C/u>\u003C/a> in more-less real-time and establish a direct connection between the actions you take in your paid media campaign and their impact on your key metrics. \u003C/p>\u003Cp>For example, you can track the click-through rate of a new ad (please see the 9 key PPC metrics you should track below) and compare it with the performance of previous ads to see whether the new copy or creative performs better or worse.\u003C/p>\u003Ch3>2. Filter your data\u003C/h3>\u003Cp>It’s easy to get overwhelmed by the large amounts of data that tools like \u003Ca href=\"https://whatagraph.com/google-ads-reporting-tool\">\u003Cu>Google Ads\u003C/u>\u003C/a> or \u003Ca href=\"https://whatagraph.com/facebook-ads-reporting-tool\">\u003Cu>Facebook Ads\u003C/u>\u003C/a> collect. You get caught up in statistics, chasing numbers that might not be relevant, and end up wasting both time and effort. \u003C/p>\u003Cp>A PPC dashboard can help you filter and prioritize data so that you or your clients only see what you need to see. If you don’t know which metrics to include, the best way to start is to get a \u003Ca href=\"https://whatagraph.com/templates/ppc-report\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>PPC reporting template\u003C/u>\u003C/a>. \u003C/p>\u003Ch3>3. Grasp the big picture\u003C/h3>\u003Cp>A PPC dashboard allows you to view all of your key metrics side by side, as well as graphs and charts as your \u003Ca href=\"https://whatagraph.com/blog/articles/ppc-data\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>PPC campaign\u003C/u>\u003C/a> makes progress over time. \u003C/p>\u003Cp>When you can compare these results to your previous paid marketing efforts, you can determine what you’re doing right and what needs improvement. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/3rd_visual_c63db8d9fa.png\" alt=\"3rd visual.png\">\u003C/p>\u003Cp>In other words, a PPC dashboard allows you to grasp a complete and inclusive picture of your campaign performance. \u003C/p>\u003Ch3>4. Easy access to data\u003C/h3>\u003Cp>Imagine a situation where you’re in a client meeting, and they ask you for the ROI for a particular month or the reach of a particular ad. \u003C/p>\u003Cp>Instead of browsing through papers and documents like an unprepared Don Draper at the Lucky Strike meeting while trying to buy some time, you can summon the figure with a few clicks using \u003Ca href=\"https://whatagraph.com/digital-marketing-dashboard\">your marketing dashboard\u003C/a>. \u003C/p>\u003Cp>Unlike spreadsheets, you can access digital dashboards on different devices and share them by simply sending the link.\u003C/p>\u003Ch3>5. Get real-time updates\u003C/h3>\u003Cp>How often your PPC dashboard gets updated depends on the reporting tool you’re using as well as your personal preference. \u003C/p>\u003Cp>Whatagraph dashboards update every time you open the dashboard. If you want to see the most recent data, i.e., speed up the update, there’s a Refresh button that you can hit every 15 minutes. \u003C/p>\u003Ch3>6. Save time and money\u003C/h3>\u003Cp>In most dashboards, data is automatically collected, organized, and presented from connected sources.\u003C/p>\u003Cp>When you can see the performance and impact of each element in your \u003Cu>pay-per-click campaign\u003C/u> in real time, it means you can stay in the loop and react more promptly to any changes. \u003C/p>\u003Cp>If you notice that a campaign or ad set is not performing as expected, you can pause it and divert your funds to the more efficient ones, saving money in the process.\u003C/p>\u003Ch3>7. Report and communicate \u003C/h3>\u003Cp>Reporting on your PPC campaign result has never been easier. Need to present your monthly results at a meeting? Just fire up your dashboard and present the latest metrics. \u003C/p>\u003Cp>Dashboards also allow you to download and share reports in a format of choice so that you can email them to your clients, co-workers, or shareholders.\u003C/p>\u003Cp>Depending on who is going to read your dashboard, you can choose to share only the single-value KPIs or opt for more detailed and granular data points. \u003C/p>\u003Ch2>9 key PPC metrics you should track \u003C/h2>\u003Cp>Whichever cross-channel marketing tactics you choose to analyze and visualize data, these are the most important PPC metrics you cannot leave out.\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>\u003Cstrong>Impressions\u003C/strong> — The total number of times users have seen your ads, either in search results or the display network. This is an important metric to measure success, especially if you’re looking to increase brand awareness.\u003C/li>\u003Cli>\u003Cstrong>Clicks\u003C/strong> — The number of clicks is important, especially when you’re launching a new ad campaign. Ideally, you should be able to determine if the campaign is a success or failure early on. \u003C/li>\u003Cli>\u003Cstrong>Cost per click (CPC) \u003C/strong>— Although you’d probably need to let a campaign run for a certain number of clicks before you can evaluate its performance, the CPC can also indicate whether a campaign needs to be \u003Ca href=\"https://whatagraph.com/blog/articles/ppc-optimization\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>paused or optimized\u003C/u>\u003C/a>. Still, keep in mind that a high CPC might always be an issue, especially if the lead quality is high as well.\u003C/li>\u003Cli>\u003Cstrong>Click-through rate (CTR)\u003C/strong> — While impressions tell you how many views you’re getting at the top of the funnel, CTR tells you how well your ads are \u003Ca href=\"https://whatagraph.com/blog/articles/ppc-lead-generation\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>converting people\u003C/u>\u003C/a> from the awareness stage to consideration. \u003C/li>\u003Cli>\u003Cstrong>Reach and frequency\u003C/strong> — It’s easy for inexperienced marketers to confuse impressions and reach. While impressions track every ad view, reach focuses on the number of actual people who have viewed the ad, no matter how many times. \u003C/li>\u003Cli>\u003Cstrong>Frequency \u003C/strong>— On the other hand, is the number of times an average user has seen an ad and is calculated by dividing impressions by reach. High frequency means the same person sees the ad over and over without converting, and it is an indicator that it’s probably time to change the ad copy, creative, or targeting. \u003C/li>\u003Cli>\u003Cstrong>Conversions\u003C/strong> — You can track conversions on both the account level and the ad set or even individual ad level. If you use a reporting tool, you can easily break down conversions by account, campaign, and the top keywords behind those conversions. \u003C/li>\u003Cli>\u003Cstrong>Conversion rate\u003C/strong> — This KPI tells you how effective your ads are at driving the wanted action. You can also break down the conversion rate to the ad set level to test the quality of targeting and to the individual ad level to gauge the quality of ad copy and creative. \u003C/li>\u003Cli>\u003Cstrong>Return on ad spend (ROAS)\u003C/strong> — A metric that stands for the amount of revenue generated from each dollar invested into paid ads. It allows you to compare the profitability of each ad campaign. \u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/2nd_visual_135a8664bc.png\" alt=\"2nd visual.png\">\u003C/p>\u003Ch2>4 steps to build a PPC dashboard with Whatagraph [free template] \u003C/h2>\u003Cp>Here’s our step-by-step guide to creating an ultimate PPC dashboard. \u003C/p>\u003Ch3>Step 1: Pick a dashboard tool\u003C/h3>\u003Cp>While there will always be stakeholders who prefer raw data, most people will be interested in something more engaging than just a dataset of numbers. This is where visuals can make your dashboard more meaningful and actionable. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/create-google-sheets-dashboard\">Google Sheets\u003C/a> and \u003Ca href=\"https://whatagraph.com/blog/articles/google-analytics-dashboards\">Google Analytics dashboards\u003C/a> are pretty basic. This is why you should use dedicated reporting tools like Whatagraph to stand out from the crowd. \u003C/p>\u003Cp>With Whatagraph, you don’t have to worry about manual data entry. Just connect your paid media sources, and data populates and updates automatically every time you open your dashboard. \u003C/p>\u003Cp>Apart from popular ad platforms like Google Ads, Bing Ads, Facebook Ads, and LinkedIn Ads, with Whatagraph, you can integrate data and visualize KPIs from a variety of social media, SEO, and \u003Cu>eCommerce\u003C/u> apps using interactive custom dashboards. \u003C/p>\u003Ch3>Step 2: Choose a PPC template\u003C/h3>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/templates/ppc-dashboard/\">\u003Cu>PPC dashboard template\u003C/u>\u003C/a> is designed to provide an ultimate reporting experience to marketing agencies that need to aggregate their clients’ PPC campaign results and automate them as a single dashboard. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_24_at_13_45_25_copy1_ce13dced43.png\" alt=\"Screenshot 2023-03-24 at 13.45.25 copy1.png\">\u003C/p>\u003Cp>Using our template, you can effortlessly integrate all your paid channels’ results into one PPC dashboard. Just connect the accounts to Whatagraph and start reporting. \u003C/p>\u003Cp>Sure, you can start from a blank page and create a PPC dashboard from scratch. But do you really have time to waste?\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_03_24_at_13_45_25_a3147ba851.png\" alt=\"Screenshot 2023-03-24 at 13.45.25.png\">\u003C/p>\u003Cp>Let our template handle the designs and technicalities while you find more ways to boost conversion or \u003Ca href=\"https://whatagraph.com/blog/articles/ppc-optimization/\">\u003Cu>optimize your AdWords campaign\u003C/u>\u003C/a>. \u003C/p>\u003Ch3>Step 3: Add your sources\u003C/h3>\u003Cp>Now we’ll show you how to add paid media accounts as a data source.\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Open Whatagraph and click \u003Cstrong>Create new\u003C/strong> in the top-right corner.\u003C/li>\u003Cli>Choose to \u003Cstrong>Create from template\u003C/strong>.\u003C/li>\u003Cli>Scroll down to find the \u003Cstrong>Dashboard template: Consolidated PPC overview,\u003C/strong> and click on it.\u003C/li>\u003Cli>Now you have a PPC dashboard with basic metrics from Google Ads, Facebook Ads, \u003Ca href=\"https://whatagraph.com/integrations/linkedin-ads/\">\u003Cu>LinkedIn Ads\u003C/u>\u003C/a>, and \u003Ca href=\"https://whatagraph.com/bing-ads-dashboard-reports\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Microsoft Ads\u003C/u>\u003C/a>. \u003C/li>\u003Cli>To add a paid media source, click \u003Cstrong>Actions\u003C/strong> > \u003Cstrong>Manage Data Sources\u003C/strong>, and then \u003Cstrong>Browse More Sources\u003C/strong>.\u003C/li>\u003Cli>Select paid media of choice and pick one of the available accounts.  \u003C/li>\u003C/ol>\u003Cp>Our PPC dashboard template includes four paid ads channels by default. However, you are free to remove some and add others, such as \u003Ca href=\"https://whatagraph.com/tiktok-ads-dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>TikTok Ads\u003C/u>\u003C/a>. \u003C/p>\u003Ch3>Step 4: Customize the dashboard\u003C/h3>\u003Cp>Once you have created a basic PPC dashboard, you can edit it by introducing additional widgets for dimensions and metrics. \u003C/p>\u003Cp>Customize your PPC dashboard by adding graphs, charts, images, text boxes, calendars, and more. \u003C/p>\u003Cp>Type in the name of your dashboard, upload your or your client’s logo or change the color scheme of the design elements to make the dashboard look more in line with your or your client’s branding guides.  \u003C/p>\u003Cp>If you want to go one step further and impress your clients even more, apart from changing all aspects of dashboard appearance, you can also \u003Ca href=\"https://whatagraph.com/white-label-dashboard\">white-label the dashboard\u003C/a> for a more professional look. \u003C/p>\u003Ch2>The easiest way to report on PPC efforts\u003C/h2>\u003Cp>When you consider the wealth of data and insights offered by each advertising platform, having a dedicated PPC dashboard can help you stay on top of your client’s data and their expectations. \u003C/p>\u003Cp>Whatagraph helps you create in-depth PPC dashboards in just minutes. Connect your accounts once, and your data refreshes automatically every hour.\u003C/p>\u003Cp>This way, you’re always getting fresh metrics from your ads platforms.\u003C/p>\u003Cp>Check out our \u003Ca href=\"https://whatagraph.com/templates/ppc-dashboard/\">\u003Cu>PPC dashboard template\u003C/u>\u003C/a> and get yourself an eagle-eye perspective on your paid media campaigns.  \u003C/p>","2023-03-29T08:19:21.586Z","2025-04-05T12:54:54.721Z","2023-03-29T08:28:17.896Z","2023-03-29",{"id":628,"title":629,"slug":630,"summary":631,"body":632,"read_time":270,"createdAt":633,"updatedAt":634,"publishedAt":633,"errors":510,"table_of_contents":32,"dateReorder":635},2113,"8 Best Data Integration Platforms for In-Depth Marketing Analysis","data-integration-platform","\u003Cp>Your company might be swimming in a sea of business data and yet getting little value from it. The problem is that your business data lives on different platforms and databases, making it challenging to analyze. So what can you do? You can integrate data from different sources using a data integration platform. By integrating your data, you can save time and improve the efficiency of your business. As you make more data-driven decisions, you can adopt more productive ways of completing tasks, which in return can increase your revenue.  \u003C/p>\u003Cp>Let’s take a look at the best data integration tools you should consider this year. \u003C/p>","\u003Ch2>What is data integration?\u003C/h2>\u003Cp>Data integration is the process of \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">combining data from multiple sources\u003C/a> into a single source of information in order to:\u003C/p>\u003Cul>\u003Cli>Achieve more efficient data management\u003C/li>\u003Cli>Extract meaningful insights\u003C/li>\u003Cli>Gain business intelligence\u003C/li>\u003C/ul>\u003Cp>Data integration allows you to tap into analytics and operations that would otherwise be unavailable to you. \u003C/p>\u003Cp>With relevant and accurate real-time data in your reports, you can make significant improvements to different areas of your business, including marketing performance, sales, and customer satisfaction. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_integration_71c8880b6e.png\" alt=\"data-integration.png\">\u003C/p>\u003Cp>What is more, data integration tools, helped by APIs, significantly increase communication and collaboration between teams. \u003C/p>\u003Cp>This way, you can combine your customer relationship management (CRM) platform with marketing operations software or connect your content management system (CMS) with an email marketing app. \u003C/p>\u003Cp>Data integration is a key step in a data pipeline and includes \u003Ca href=\"https://whatagraph.com/blog/articles/data-ingestion\">data ingestion\u003C/a>, data processing, data transformation, and storage for easy retrieval. \u003C/p>\u003Cp>It starts with the ingestion process and includes steps like cleansing, deduplication, mapping, and transformation. \u003C/p>\u003Cp>Although there is no one-size-fits-all approach to the process, data integration workflows usually include a few common denominators like a:\u003C/p>\u003Cul>\u003Cli>Network of data sources\u003C/li>\u003Cli>Master server\u003C/li>\u003Cli>Users accessing data from the master server\u003C/li>\u003C/ul>\u003Cp>The user sends a request to the master server for data, and the master server aggregates the needed data from internal and external sources. \u003C/p>\u003Cp>This data is then sent to the user as a single consolidated dataset which is ready for use.\u003C/p>\u003Cp>\u003Cstrong>Historically, data integration was a painstaking and time-consuming process, requiring a whole team of data engineers. \u003C/strong>\u003C/p>\u003Cp>What those teams lacked back in the day was the choice of great data integration platforms that could speed up and automate the process.\u003C/p>\u003Cp>Today, we’re in a much better position. Some of these data integration tools are so easy to use that even non-tech staff can connect data sources, select the destination, and run data transfers to analyze and visualize consolidated data. \u003C/p>\u003Cp>Before we enter the battle of data integration tools, let’s clarify a few concepts that are often mistaken for one another. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>Data integration vs. data ingestion\u003C/h2>\u003Cp>Data ingestion is the process of moving data from one source to another for storage. The target destination can be a database, data lake, or \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse/\" target=\"_blank\" rel=\"noopener noreferrer\">data warehouse\u003C/a>. In data ingestion, the data is extracted from its original form and transformed into a suitable form for storage. The source data is usually extracted from CSV, JSON, Excel, and XML files. \u003C/p>\u003Cp>An essential difference between data integration and data ingestion is that in data ingestion, the data is not processed before being loaded into the destination. The data is sent in the original form with no alteration or filtering. \u003C/p>\u003Cp>So to conclude:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data ingestion\u003C/strong>: Collecting and transferring data from various sources to the target storage for further processing.\u003C/li>\u003Cli>\u003Cstrong>Data integration\u003C/strong>: Bringing together raw data from diverse sources, transforming it, and loading it onto a data warehouse or another destination. \u003C/li>\u003C/ul>\u003Cp>Sure, but then what’s the difference between data integration and the ETL process?\u003C/p>\u003Ch2>Data integration vs. ETL\u003C/h2>\u003Cp>The \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-modeling\">Extract, transform, and load (ETL)\u003C/a> is a process of merging and consolidating data coming from various sources.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Graph_2_982cd971a3.png\" alt=\"Graph 2.png\">\u003C/p>\u003Cp>Data integration, on the other hand, is a broader procedure that can be used for more than just moving data from a source to a target destination. \u003C/p>\u003Cp>In other words:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>ETL\u003C/strong>: Data is extracted from a source and loaded into a centralized repository where teams can access it for analysis and reporting. \u003C/li>\u003Cli>\u003Cstrong>Data integration\u003C/strong>: Produces a consolidated picture of data from a number of sources or already converted data ready for use in a specific process or application. \u003C/li>\u003C/ul>\u003Cp>Now that this is clear, let’s get down to our choice of the best data integration platforms. \u003C/p>\u003Ch2>8 best data integration platforms\u003C/h2>\u003Cp>But first, we need to clarify our criteria or how we come up with the list. The qualities we expect from data integration solutions include:\u003C/p>\u003Cul>\u003Cli>Low-code or no-code configuring and connecting\u003C/li>\u003Cli>Drag-and-drop user interface and visualization\u003C/li>\u003Cli>Out-of-the-box connectors that allow fast integration with common enterprise systems SaaS apps, databases, data lakes, and data warehouse.\u003C/li>\u003Cli>Ability to handle multiple data structures and formats.\u003C/li>\u003Cli>Machine learning as a bonus capability\u003C/li>\u003Cli>Scalable infrastructure\u003C/li>\u003C/ul>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp>Whatagraph is an automated data pipeline that helps teams load data from multiple marketing data sources to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\">Google BigQuery\u003C/a>. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Cbr>When designing Whatagraph’s data transfer service, we were going for a no-code platform that effectively removes manual work. With Whatagraph, you can complete the data transfer in just four steps:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations\">Choose the integration\u003C/a>\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp>This means Whatagraph is perfect for small in-house marketing teams that can’t afford a full-time developer, as well as marketing agencies that handle hundreds of accounts for different clients. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp>You also have the option to set the transfer frequency — when and how often you want your data moved to BigQuery. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No coding required\u003C/li>\u003Cli>Move data from a source to BigQuery in just 4 steps\u003C/li>\u003Cli>Data visualization via drag-and-drop dashboards\u003C/li>\u003Cli>Infinite scalability with no maintenance \u003C/li>\u003Cli>Transparent and easy-to-understand pricing\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Whatagraph pricing\u003C/strong>: \u003C/p>\u003Cp>Three pricing plans - Professional, Premium, and Custom are based on the number of users and data sources.\u003C/p>\u003Cp>Data transfers to BigQuery are available for a flexible fee per transfer, either as an add-on to one of the pricing plans or as a standalone feature. \u003C/p>\u003Cp>If your workload includes writing tons of reports using data from diverse sources, or you simply want to update your data stack and keep your data safe, \u003Ca href=\"https://whatagraph.com/book-a-call/\" target=\"_blank\" rel=\"noopener noreferrer\">book a demo call\u003C/a> with our product manager and find out how Whatagraph can help. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch3>2. Integrate\u003C/h3>\u003Cp>Integrate brings to the table a straightforward, easy visual interface that removes the edge of creating data pipelines between different sources and destinations. The platform has recently been upgraded with ELT and reverse ETL capability for actionable insights for the data warehouse, data observability, and quick Change Data Capture (CDC).\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Very customizable\u003C/li>\u003Cli>Drag-and-drop user interface\u003C/li>\u003Cli>Simple third-party platform integration\u003C/li>\u003Cli>Excellent customer service team \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Integrate pricing\u003C/strong>:\u003C/p>\u003Cp>The Starter plan pricing begins at $15,000 per year, and it can go up to $25,000 per year for the Professional plan.  \u003C/p>\u003Ch3>3. Informatica\u003C/h3>\u003Cp>Informatica is a cloud-based data integration platform for ETL and ELT that allows users to ingest, integrate, and cleanse data within Informatica’s cloud-native ETL and ELT solution. You can link source and target data with thousands of connectors that can recognize metadata, which makes it easier to run complex integrations. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Able to deal with a high volume of data\u003C/li>\u003Cli>B2B data exchange support \u003C/li>\u003Cli>Solutions for all emerging data engineering use cases\u003C/li>\u003Cli>Up to date with recent data engineering developments\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Informatica pricing\u003C/strong>:\u003C/p>\u003Cp>Starting at $2,000 a month as the price for Integration Cloud’s base plan. The cost of the add-on tiers is not publicly available. \u003C/p>\u003Ch3>4. Fivetran\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/fivetran-competitors\">Fivetran\u003C/a> is a low-code ETL platform that automates the ETL processes and offers a bevy of pre-built connectors for popular data sources. Its functionalities allow you to automate pretty much the entire data pipeline, as well as transform and export data using pre-built data models. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_b36cd75f02.png\" alt=\"Fivetran.png\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.surveymonkey.com/apps/KIzLaq6POEx6ELphpiSDPw_3D_3D/details/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>Users also have the option to raise a request for a connector or build their own if not already accessible. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automated data pipeline that transforms data with standardized schemas \u003C/li>\u003Cli>Supports a range of cloud-based data warehouses like BigQuery, Snowflake, Microsoft, and Azure SQL \u003C/li>\u003Cli>Logging and reporting capabilities\u003C/li>\u003Cli>Scalable cloud platform on demand\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Fivetran pricing\u003C/strong>: \u003C/p>\u003Cp>All five pricing plans are free at the start and users are charged based on how much data is processed through the platform, more accurately on the number of rows you insert, amend, or delete. Whichever pricing tier you choose, the cost of using Fivetran will increase with the amount of data you sync. \u003C/p>\u003Ch3>5. Stitch\u003C/h3>\u003Cp>An ETL tool for developers now owned by Talend. Stitch is a cloud-first, open-source data integration tool that allows users to quickly migrate data. Stitch is the tool of choice for businesses that need to transfer billions of records from databases and SaaS apps into data warehouses and lakes so they can be analyzed with business intelligence tools. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy integration with many data sources\u003C/li>\u003Cli>Scalable\u003C/li>\u003Cli>Straightforward and transparent pricing model\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Stitch pricing\u003C/strong>:\u003C/p>\u003Cp>The Standard plan is the basic package and costs $100/month and goes up to $2,500/month. Advanced and premium plans are billed annually. \u003C/p>\u003Ch3>6. Panoply\u003C/h3>\u003Cp>As a self-service, automated cloud data warehouse, Panoply is the tool of choice for people who want to simplify the big data integration processes. You can use Panoply to effortlessly sync, store, and access your data while also unlocking complex insights without having a data engineering team on standby. Panoply is often used in conjunction with other data integration tools like Stitch and Fivetran to streamline their data integration procedures. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Simple and straightforward data integration platform\u003C/li>\u003Cli>Excellent experience with the performance of data models\u003C/li>\u003Cli>Fast run time\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Panoply pricing\u003C/strong>:\u003C/p>\u003Cp>The Lite plan starts at $399/month, going to $2,729/month what the Premium plan costs. \u003C/p>\u003Ch3>7. Talend\u003C/h3>\u003Cp>Talend is a safe cloud integration platform-as-a-service (iPaaS) you can use to integrate your cloud and on-premises data. It comes with a solid graphical toolkit, pre-made integration templates, and an extensive library of components as part of Talend Integration Cloud. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/talend_2_ae4b7380dc.jpg\" alt=\"talend-2.jpg\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.adempierebr.com/A_Step_by_Step_Guide_to_Data_Migration_with_Talend_ETL\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>With Talend, making data-driven decisions becomes easier thanks to top-of-the-line data integrity and data quality solutions offered by Talend Cloud’s pool of apps. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automated backup and disaster recovery\u003C/li>\u003Cli>Can scale up and down as needed\u003C/li>\u003Cli>Improved data flow protection mechanism\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Talend pricing\u003C/strong>:\u003C/p>\u003Cp>Starts at $1,700 per user per month or $12,000 annually. \u003C/p>\u003Ch3>8. Boomi\u003C/h3>\u003Cp>Boomi is a data integration tool that you can use in the cloud, on-premises, or in a hybrid environment. It comes with a low-code/no-code interface while leaving users the ability to link to external organizations and systems. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Large number of pre-built connectors \u003C/li>\u003Cli>Drag-and-drop-compatible development platform\u003C/li>\u003Cli>Great user community with quick-timed assistance\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Boomi pricing\u003C/strong>:\u003C/p>\u003Cp>The Pro Plus plan starts at $2,000/month and goes up to $8,000 what you need to pay for the Enterprise Plus plan. \u003C/p>\u003Ch2>Our verdict\u003C/h2>\u003Cp>\u003Cbr>These eight data integration tools are all refined to be the best in what they do, as each of them comes with functions that meet different business needs. \u003C/p>\u003Cp>Informatica, for example, would be a great choice for a team of data engineers at a large company who can invest time to specialize in this platform's powerful data processing functionalities. \u003C/p>\u003Cp>As an open-source platform, Talend would be a good choice for a savvy data engineer who likes to tamper with code in exchange for reduced usage cost. \u003C/p>\u003Cp>Whatagraph, on the other hand, is designed with two types of users in mind:\u003C/p>\u003Cul>\u003Cli>Marketing agencies that track multiple channels for hundreds of clients\u003C/li>\u003Cli>Small Non-tech marketing teams\u003C/li>\u003C/ul>\u003Cp>We can offer a data integration and reporting tool that simplifies moving large amounts of data from different sources to BigQuery with just several clicks. \u003C/p>\u003Cp>If you’re looking for an easy-to-use solution to connect data from various marketing sources, keep your marketing data safe, or want to visualize your BigQuery data, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>","2021-05-20T17:06:46.000Z","2025-04-10T14:48:40.914Z","2021-05-20",{"id":637,"title":638,"slug":639,"summary":640,"body":641,"read_time":34,"createdAt":642,"updatedAt":643,"publishedAt":644,"errors":31,"table_of_contents":15,"dateReorder":645},2277,"Whatagraph Introduces Easy-To-Use Data Transfer Functionality to Get Your Marketing Data to Google Bigquery. No Coding Required.","data-transfer-release","\u003Cp>Whatagraph is trusted by thousands of marketing professionals around the world for connecting, visualizing, and sharing marketing data. As a response to the growing need for marketers to have more control over their data, we are happy to introduce a new solution that moves data to a BigQuery data warehouse in a few simple steps. \u003C/p>","\u003Cp>With marketing advertising and analytics platforms’ APIs becoming increasingly unreliable due to changing rules, limitations, and platforms going away for good, data warehouses are emerging as a more stable and secure solution for storing valuable marketing data.\u003C/p>\u003Cp>BigQuery is a cloud-based data warehouse, fully managed by Google Cloud Platform, so no additional maintenance is needed. Unlike on-premises data warehouses, BigQuery is scalable to petabytes of data with no loss in speed.\u003C/p>\u003Cp>But transferring data to a warehouse can be challenging, as it often requires coding skills or data experts’ help. Many data transfer tools on the market are complicated to use and their pricing could be confusing or quote-based.\u003C/p>\u003Cp>Whatagraph simplifies this task with a user-friendly interface that connects your sources and destination, while automating the data flow. The platform comes with a transparent and easy-to-understand pricing model. You pay a fixed amount per each transfer, that is every data flow you set up between a marketing source and the warehouse.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/image1_37db9e9e43.png\" alt=\"Data transfer in Whatagraph\">Tailored for marketing professionals, Whatagraph is an all-in-one platform that includes valuable features such as seamless data visualization directly from the warehouse, cross-channel reports and dashboards, customization, sharing automation, on-demand live dashboards, and many more.\u003C/p>\u003Cp>If you're looking to gain more control over your marketing data, \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/\">request a free trial of Whatagraph's new data transfer solution\u003C/a>. \u003C/p>","2023-04-13T07:27:42.758Z","2023-12-19T19:16:28.553Z","2023-04-13T07:51:34.770Z","2023-04-13",{"id":647,"title":648,"slug":649,"summary":650,"body":651,"read_time":270,"createdAt":652,"updatedAt":653,"publishedAt":654,"errors":31,"table_of_contents":32,"dateReorder":655},2278,"8 Best Data Warehouse ETL Tools for Marketers in 2025","data-warehouse-etl-tools","\u003Cp>Your business uses an impressive marketing tech stack, with valuable data pouring from multiple channels, helping your management make the right decisions through comprehensive reporting and analysis. And yet, you’re aware that your insights depend on the stability of different platforms over which you don’t have full control.  \u003C/p>\u003Cp>This is the exact reason why businesses that seek reliability in their data ops use ETL tools to move data from various sources to a data warehouse.\u003C/p>\u003Cp>Here we’ll present eight ETL tools worth considering this year. \u003C/p>","\u003Ch2>What are ETL tools?\u003C/h2>\u003Cp>ETL tools are applications designed to improve the \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-modeling\">ETL process\u003C/a>. ETL stands for extract, transform, load, and is part of a wider data integration workflow that extracts structured and unstructured data from different sources, combines, and loads it to a centralized data store. \u003C/p>\u003Cp>Effectively, ETL both organizes and cleanses the source data through a series of data transformation operations, which leads to more accurate marketing insights.\u003C/p>\u003Cp>Historically, ETL was a manual process that required meticulous planning and a team of data engineers. Today, however, businesses use powerful ETL tools to extract data from diverse data sources and load the transformed data into a target system, most likely on-premises or cloud \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">data warehouse\u003C/a>. \u003C/p>\u003Cp>ETL platforms significantly simplify and automate data management process by allowing even non-technical teams to load large volumes of data to target databases such as:\u003C/p>\u003Cul style=\"list-style-type:disc;\">\u003Cli>Data warehouses: Google BigQuery, Snowflake, Amazon Redshift \u003C/li>\u003Cli>Data lakes: AWS, Microsoft Azure\u003C/li>\u003Cli>Relational databases: MySQL, Oracle Database\u003C/li>\u003C/ul>\u003Cp>At the same time, ETL tools allow teams to move big data between different locations without worrying about data extraction procedures, schemas, APIs, and other complications.\u003C/p>\u003Cp>Data warehousing made possible by ETL tools effectively makes you the owner of your business data. \u003C/p>\u003Cp>Once in a centralized repository, your data becomes safe from specifics of individual data sources, including vendor limitations, changing rules, or discontinued services, as is going to happen in \u003Ca href=\"https://whatagraph.com/blog/articles/universal-analytics-vs-google-analytics-4\">the case of Universal Analytics\u003C/a>. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>\u003Cbr>What are the main benefits of using ETL tools for marketers?\u003C/h2>\u003Cp>Collecting marketing data without ETL tools today is like navigating the Escher’s stairs. So with so many metrics coming from different sources, it’s hard to measure which ones lead to actionable insights. ETL tools help you solve this problem in several ways:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Accurate data\u003C/strong>\u003Cbr>Human error and data inconsistencies can impact the quality of data, especially if there are multiple stakeholders in the process. ETL tools remove human input and procession errors, making sure you’re getting accurate values.\u003C/li>\u003Cli>\u003Cstrong>Automation\u003C/strong>\u003Cbr>Data extraction and transformation save your team time that is better spent analyzing data and deriving insights. Something that SaaS solutions aren’t good at (yet).\u003C/li>\u003Cli>\u003Cstrong>Improved insights\u003C/strong>\u003Cbr>Higher quality data, increased efficiency, and more time for analysis lead to better insights and more learned decision-making.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/c43875e514244695ee3db57ca62c4b5de0888c0b_fabdbc608e.jpeg\" alt=\"Managing data integration process without ETL tools is like navigating the Escher's stairs\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.zbrushcentral.com/t/escher-stair-cases/255512\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a> - \u003Ci>Managing data integration process without ETL tool\u003C/i>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Real-time operation\u003C/strong>\u003Cbr>ETL tools automate the process, so you don’t have to wait for your data specialist to complete the task before you can draw insights from your data. Most ETL tools load data at scheduled intervals, so your BI tool always operates with the latest data.  \u003C/li>\u003Cli>\u003Cstrong>Simple to use\u003C/strong>\u003Cbr>ETL tools have native integrations with the most popular data sources, so there’s no need to build and maintain connectors. For marketers, this means they don’t need extensive developer help to set up the system or every time they need to add different data points. \u003C/li>\u003C/ul>\u003Ch2>8 Best ETL Tools for data warehousing\u003C/h2>\u003Cp>Now let’s briefly introduce the best ETL solutions for data warehousing operations. Some of the criteria we used:\u003C/p>\u003Cul style=\"list-style-type:disc;\">\u003Cli>\u003Cstrong>Ease of use\u003C/strong> — no-code environment and simple setup. \u003C/li>\u003Cli>\u003Cstrong>Transparent pricing\u003C/strong> — easy to understand with no fine print or sudden increases.\u003C/li>\u003Cli>\u003Cstrong>Additional functions\u003C/strong> — data visualization, machine learning, etc.\u003C/li>\u003Cli>\u003Cstrong>Flexibility\u003C/strong> — open-source infrastructure, variety of source systems, number of connectors.\u003C/li>\u003C/ul>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp>Whatagraph is an automated data pipeline that helps marketers \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">load data from multiple marketing data sources\u003C/a> to Google BigQuery, a data warehouse based on the Google Cloud Platform.  \u003C/p>\u003Cp>Whatagraph’s data transfer doesn’t require any coding knowledge. Using our platform, you can complete the data transfer in just 3 steps, effectively eliminating manual work:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations\">Choose the integration\u003C/a>\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp>The only thing that remains is to set the transfer frequency — when and how often you want your data to move to BigQuery.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Moves data from a source to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\" target=\"_blank\" rel=\"noopener noreferrer\">BigQuery\u003C/a> in just 4 steps\u003C/li>\u003Cli>No maintenance and infinite scalability\u003C/li>\u003Cli>No coding or developers required \u003C/li>\u003Cli>Intuitive user interface\u003C/li>\u003Cli>Transparent and easy-to-understand pricing plan\u003C/li>\u003Cli>Data visualization via drag-and-drop dashboards.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Whatagraph charges a flexible fee per transfer per month. No surprises, no triggered bumps.  \u003C/p>\u003Cp style=\"margin-left:0px;\">How about you try Whatagraph for 7 days for free? \u003C/p>\u003Cp style=\"margin-left:0px;\">\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a personalized walkthrough\u003C/a> to learn more about its features or \u003Ca href=\"https://live.whatagraph.com/auth/register\">request a free trial\u003C/a> today. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>2. Hevo Data\u003C/h3>\u003Cp>Hevo Data is a solid contender for the number-one position, mainly because of its ability to integrate and load data from more than 100 sources. It’s an entirely automated platform that allows users to set up the data pipeline quickly and has minimal maintenance. As an open-source tool, Hevo Data is an excellent choice for businesses that want to add their own data transformations using Python.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Real-time data transformation\u003C/li>\u003Cli>Open-source infrastructure\u003C/li>\u003Cli>Built-in integrations you can scale per your requirements\u003C/li>\u003Cli>Live data flow monitoring\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Hevo offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>Basic Plan: 20 million data events — $249/month\u003C/li>\u003Cli>Starter Plan: up to 300M events — $799/month\u003C/li>\u003Cli>Business Plan: up to 1B events — $1599/month \u003C/li>\u003C/ul>\u003Ch3>3. Fivetran\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/fivetran-competitors\">Fivetran\u003C/a> is a cloud-based ETL tool that enables data integration with Azure, BigQuery, Redshift, and Snowflake data warehouses. Its major selling point is a formidable array of data sources, including multiple SaaS sources, as well as the ability for users to add their own custom integrations. On the other hand, \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-7827147\" target=\"_blank\" rel=\"noopener noreferrer\">G2 reviewers\u003C/a> mainly complain about Fivetran’s billing policy and loosely defined terms, as well as customer support that “has a very limited understanding of billing and usage and even less agency over it.”\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automated data transformation\u003C/li>\u003Cli>Real-time analytics\u003C/li>\u003Cli>Logging and reporting option\u003C/li>\u003Cli>Data security and privacy controls\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Fivetran has four pricing plans:\u003C/p>\u003Cul>\u003Cli>Free: for individual users with small data needs, up to 500,000 monthly data rows — $0 per month\u003C/li>\u003Cli>Starter: up to 10 users, 300+ connectors, and 1-hour syncs\u003C/li>\u003Cli>Standard: unlimited users, database connectors, and 15-minute syncs\u003C/li>\u003Cli>Enterprise: everything in Standard, granular roles and support for teams, and 5-minute syncs\u003C/li>\u003C/ul>\u003Cp>Actual prices, however, depend both on the package you choose and the volume of your data. For this, Fivetran has designed an interactive graph where you can drag coordinates and estimate your monthly fee. \u003C/p>\u003Ch3>4. Coupler\u003C/h3>\u003Cp>Coupler.io is a data analytics and automation platform that helps users extract, transform, and analyze data flows. Coupler is a no-code ETL tool that can be used without technical skills.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Data imports on schedule\u003C/li>\u003Cli>Real-time activity monitor\u003C/li>\u003Cli>Able to create integrations using the append import mode\u003C/li>\u003Cli>Connects a wide range of apps that support JSON API\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_04_19_at_12_26_16_a427d69ad4.png\" alt=\"Screenshot 2023-04-19 at 12.26.16.png\">\u003Cbr>\u003Ca href=\"https://www.g2.com/products/coupler-io/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cbr>\u003Cbr>Coupler offers four pricing plans:\u003C/p>\u003Cul>\u003Cli>Starter: for entrepreneurs and teams who need no-code data export on a custom schedule — $49/month\u003C/li>\u003Cli>Squad: for bigger teams who need advanced functionality to manage multiple integrations — $99/month\u003C/li>\u003Cli>Business: for companies with multiple teams who need to collaborate on near real-time data coming from different sources $249/month\u003C/li>\u003Cli>Enterprise: for large teams and enterprises with complex data sets and a variety of business cases \u003C/li>\u003C/ul>\u003Ch3>5.  Azure Data Factory\u003C/h3>\u003Cp>Microsoft Azure Data Factory is a fully managed and serverless data integration ETL tool that helps users construct ETL pipelines even if they have no previous coding knowledge. With Data Factory, users can quickly migrate their data to Azure Synapse Analytics to extract valuable information and improve business intelligence.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Fully-managed autonomous ETL\u003C/li>\u003Cli>Very cost-effective pay-as-you-go pricing\u003C/li>\u003Cli>More than 90 built-in connectors\u003C/li>\u003Cli>Can use it to rehost SQL Server Integration Services\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:  \u003C/p>\u003Cp>Azure Data Factory has a pay-as-you-use pricing model. \u003C/p>\u003Ch3>6. Stitch\u003C/h3>\u003Cp>Stitch sets itself apart from many other platforms by offering automated data pipelines and self-service ELT (extract, load, transfer). However, Stitch doesn’t perform arbitrary transformations. Instead, transformations should be added on top of raw data in layers once your data is inside a warehouse.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automated ETL process\u003C/li>\u003Cli>Real-time alerts for consistent data flows\u003C/li>\u003Cli>Data preview capabilities\u003C/li>\u003Cli>Advanced monitoring & troubleshooting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Stitch offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>Standard: 5 million rows and 5 users — $100/month\u003C/li>\u003Cli>Advanced: 100 million rows and unlimited users — 1,250/month\u003C/li>\u003Cli>Premium: 1 billion rows and advanced connectivity and security — $2,500/month\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>\u003Ch3>7. Dataddo\u003C/h3>\u003Cp>Dataddo is a no-code, cloud-based ETL platform that allows both technical and non-technical users to integrate data with great flexibility. It comes with a wide range of \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">data connectors\u003C/a>, fully customizable metrics, and a central system for simultaneous management of all data pipelines. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Multiple SaaS apps supported, including Salesforce, NetSuite, HubSpot, and Stripe  \u003C/li>\u003Cli>Fully managed API \u003C/li>\u003Cli>Built-in retry and circuit-break functionality that improves the overall data quality\u003C/li>\u003Cli>Generic JSON, CSV, and XML connectors allow you to connect any API\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Dataddo has four pricing models that are based on the number of data flows — connections between one or more data sources and destinations:\u003C/p>\u003Cul>\u003Cli>Free: weekly data sync to any visualization tool — $99/month\u003C/li>\u003Cli>Data to Dashboards: hourly data sync to any visualization tool — $99/month\u003C/li>\u003Cli>Data Anywhere: sync between any source and any destination — $99/month\u003C/li>\u003Cli>Headless Data Integration: custom data product build using unified Dataddo API — custom pricing\u003C/li>\u003C/ul>\u003Ch3>8. IBM DataStage\u003C/h3>\u003Cp>IBM Infosphere DataStage is a part of IBM Information Platform Solution and IBM Infosphere that has several versions, including: \u003C/p>\u003Cul>\u003Cli>Enterprise Edition\u003C/li>\u003Cli>Server Edition\u003C/li>\u003Cli>MVS Edition\u003C/li>\u003C/ul>\u003Cp>This way, users can choose the variant that suits them best and helps them load their data quickly. IBM Infosphere improves all three functions of ETL, helping organizations achieve data integration and maintain high performance.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Data_Stage_Flow_Designer02_a6d14d0dd1.png\" alt=\"DataStage-Flow-Designer02.png\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003Cbr> \u003C/p>\u003Cul>\u003Cli>Batch-based designs for managing legacy systems\u003C/li>\u003Cli>ETL workflow separated from runtime thanks to the cloud\u003C/li>\u003Cli>Can run any workload 30% faster than others, thanks to the parallel engine feature\u003C/li>\u003Cli>Extended capabilities within the IBM Infosphere\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Available as four product tiers, from cloud-based IBM DataStage as a Service at $2,500 per month to the on-premises Premium service that goes up to $19,300 per month.  \u003C/p>\u003Ch2>Which ETL tool are you going to try out?\u003C/h2>\u003Cp>Each one of these tools comes with perks that lend themselves to different data processing use cases. \u003C/p>\u003Cp>Coupler, for example, is a logical choice for teams that need to aggregate data coming from diverse SaaS apps, while open-source ETL tools like Hevo allow users to create their own transformations using Python. \u003C/p>\u003Cp>Marketing agencies and in-house teams looking to extract large volumes of data from multiple digital marketing platforms to store it in a data warehouse without much hassle should look closely at Whatagraph. \u003C/p>\u003Cp>As a zero-coding ETL tool, Whatagraph is especially suited for non-tech teams who like to set up the transfer on autopilot and have their data updated at chosen intervals. \u003C/p>\u003Cp>If you’re updating your tech stack or simply want to keep your business data safe from events you can’t control, \u003Ca href=\"https://live.whatagraph.com/auth/register\">start a free trial\u003C/a> and find out how Whatagraph can help. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>","2023-04-20T08:33:51.270Z","2025-05-20T16:55:54.922Z","2023-04-20T10:17:54.732Z","2023-04-20",{"id":657,"title":658,"slug":659,"summary":660,"body":661,"read_time":42,"createdAt":662,"updatedAt":663,"publishedAt":664,"errors":31,"table_of_contents":32,"dateReorder":665},2284,"7 Practical Benefits of Data Warehousing (+ Use Cases)","data-warehousing-benefits","\u003Cp>Data warehousing has become a key component in achieving business intelligence (BI) that can point out a certain trend or actionable insight. \u003C/p>\u003Cp>However, maintaining a data warehouse costs money, often including other products, such as data visualization and an easy way to load data. Those are the costs that you may have difficulty justifying to stakeholders, especially if you can’t quantify the benefits upfront. \u003C/p>\u003Cp>But aside from consolidating data for a bigger picture, data warehousing has many other advantages you can apply to your business. \u003C/p>","\u003Ch2>What is a data warehouse?\u003C/h2>\u003Cp>A data warehouse, or an enterprise data warehouse (EDW), is a centralized repository system that businesses can use to store valuable information, such as customer and sales data, for analytics and reporting purposes. \u003C/p>\u003Cp>To develop insights and \u003Ca href=\"https://www.tinybird.co/blog-posts/why-data-warehouses\" target=\"_blank\" rel=\"noopener noreferrer\">support business decision-making\u003C/a> through business intelligence, data warehouses often combine current and historical data that has been extracted, transformed, and loaded (\u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-modeling\">ETL\u003C/a>) from different sources, both internal and external. \u003C/p>\u003Ch3>\u003Cstrong>What is the main advantage of a data warehouse?\u003C/strong>\u003C/h3>\u003Cp>The advantage of a data warehouse is that it converts data from multiple sources into a consistent framework. This leads to more accurate data influencing solid decisions. And when the data from across the business is standardized, each department can produce consistent results.\u003C/p>\u003Cp>Data warehouse architecture is built in such a way that it supports online analytical processing, so they are often used for multidimensional data analysis with large amounts of data at the petabyte scale. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Graph_2_d45f88de71.png\" alt=\"Data warehouse schematics\">\u003C/p>\u003Cp>Traditionally, data warehouses were housed in servers within an organization’s physical location (on-premise). Today, on the other hand, more and more data warehouses rely on cloud storage to house and analyze huge data sets. The most common data warehouses include:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">Google Cloud’s BigQuery\u003C/a>\u003C/li>\u003Cli>Amazon Web Services’ Amazon Redshift\u003C/li>\u003Cli>Microsoft Azure data warehouses, such as Azure Synapse Analytics and Azure SQL database\u003C/li>\u003Cli>Snowflake \u003C/li>\u003C/ul>\u003Cp>Data warehouses often act as a single source of truth for businesses that use them, as big data is centralized in a safe, non-volatile, and standardized system, so it’s available to relevant teams and employees.   \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>Data warehouse vs. data lake vs. database vs. data mart\u003C/h2>\u003Cp>But if I have multiple databases, do I need a data warehouse as well? Is a data lake better than a data warehouse?\u003C/p>\u003Cp>Let’s just briefly explain each of these concepts so we’re all on the same page. \u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Data warehouse\u003C/strong>\u003C/th>\u003Cth style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Database\u003C/strong>\u003C/th>\u003Cth style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Data lake \u003C/strong>\u003C/th>\u003Cth style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Data mart\u003C/strong>\u003C/th>\u003C/tr>\u003C/thead>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">A centralized repository system of highly structured data that organizations can use to gain insights and bring more informed decisions by the aggregation of data from multiple sources, including transactional systems and relational databases.  \u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">A collection of data stored electronically in tables typically related to a single application and built to record one targeted process. Often used for online transaction processing, which captures information in real-time and stores them for later reference. Can be structured as transactional or operational systems. \u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">A large repository for capturing and storing structured, semi-structured, and unstructured raw data. This data can be used for machine learning and advanced data analytics in its raw state or replicated in operational databases and data warehouses after being processed. \u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">A data mart is an isolated subset of a data warehouse that allows individual departments or business teams, such as marketing or finance, to store, manage, and analyze data much faster than by going through the entire company’s data repository. \u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch2>\u003Cbr>7 Benefits of data warehousing\u003C/h2>\u003Cp>Whether you own a digital agency or brick-and-mortar store, here are some of the benefits of data warehousing that can help your business grow and scale. \u003C/p>\u003Ch3>1. Maintain data quality and consistency\u003C/h3>\u003Cp>Your cloud data is not of much use to your organization if it’s poor quality and inconsistent. A data warehouse can improve the quality and consistency of data coming from multiple sources, provided that you fix the errors in the transformation phase before you load your data to the data warehouse.  \u003C/p>\u003Cp>This preparatory stage \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-transformation\">(the Transformation part of the ETL process\u003C/a>) includes removing duplicate records, putting all data in a standardized format, and correcting outdated data. When your data warehouse stores cleansed, high-quality information, you know you’re using your investment to the fullest potential. \u003C/p>\u003Cp>Let’s take a practical example.\u003C/p>\u003Cp>A customer service representative may be unable to reach out to customers about defective products and recalls because they lack details for those individuals. On the other hand, if a data warehouse contains a high percentage of duplicate records, the same customer service representative could have inaccurate customer or sales data. \u003C/p>\u003Cp>In both cases, a data warehouse could be used to create a quality framework for all teams to follow and make regularly updated business data available to all users that need it.\u003C/p>\u003Ch3>2. Combine data from diverse sources\u003C/h3>\u003Cp>As different departments create new data, you need central data storage to keep it in one place. \u003C/p>\u003Cp>Customer service, for example, may have information about how many people contact them about specific issues each month. On the other hand, the marketing department probably has data about specific campaign outcomes, such as whether they fell short or were successful beyond expectations. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_378460e158.png\" alt=\"select a source of your data transfer\">\u003C/p>\u003Cp>Even within individual departments, data could live on multiple platforms, preventing a consolidated view. \u003C/p>\u003Cp>Using a data warehouse, businesses can combine data from all those business processes and make it more useful to decision-makers. Ready access to information collected throughout the organization also minimizes the inconsistencies that occur if teams don’t have unified data. \u003C/p>\u003Cp>In a data-driven world, leadership can’t afford to make a decision without information from all affected departments. In doing so, they may reach faulty conclusions that compromise the outcome and put the organization at risk that could be prevented. \u003C/p>\u003Ch3>3. Eliminate data silos\u003C/h3>\u003Cp>Long gone are the days of making decisions with gut instincts and educated guesses. Today’s business leaders need fresh data to determine which choices to make, and the fresh data from various sources is provided by a data warehouse. \u003C/p>\u003Cp>Effective data management is impossible without eliminating data silos — situations where individual departments control most of their respective information. A data warehouse can prevent those instances, making it easier for end-users to source the information they need without reaching out to other departments to get it. \u003C/p>\u003Cp>When users can directly go to one place to get the necessary information and know it’s updated regularly, they’ll feel more confident using it to make decisions that impact a company’s future. \u003C/p>\u003Ch3>4. Enable business automation \u003C/h3>\u003Cp>Data warehousing allows businesses to experiment with different forms of automation. Automating different steps within the organization can prevent costly mistakes and accelerate workflows. \u003C/p>\u003Cp>For example, they can use software-defined workflows to automate data extraction and transfer, reducing the time needed to collect, process, and visualize information for stakeholders. \u003C/p>\u003Cp>For example, with Whatagraph, you can automate each data transfer to your data warehouse by scheduling the data load frequency and putting the whole process on autopilot. \u003C/p>\u003Cp>Companies may also automate data analysis and uncover insights faster than before. When users are aware of potential problems on time, they can start locating the root causes earlier. \u003C/p>\u003Cp>And with insights from \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-sources\">different data sources\u003C/a> readily available in a data warehouse, every automation initiative is much easier to implement. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>5. Learn more about your customers\u003C/h3>\u003Cp>Nowadays, it’s understandable and expected that companies offer their customers personalized content. This way, brands increase the chances that people spend more time interacting with a service or website or cause them to spend more money on products. \u003C/p>\u003Cp>For some companies, personalized recommendations are an essential part of their business model. For example, most Netflix users choose what to watch after the service’s algorithm suggests content based on previous choices. The bottom line is that if subscribers enjoy what they consume, they’re more likely to remain subscribed and have an overall great experience of using Netflix for entertainment. \u003C/p>\u003Cp>Data integration is an essential component of customer intelligence, as it can provide answers to questions like:\u003C/p>\u003Cul>\u003Cli>What are the customers’ pain points, and how can you ease them?\u003C/li>\u003Cli>What factors make people more or less likely to complete a purchase?\u003C/li>\u003Cli>How did customer behavior change after a recent website redesign?\u003C/li>\u003C/ul>\u003Ch3>6. Gain historical intelligence of your business activity\u003C/h3>\u003Cp>Having the most current information about a specific aspect of your business is valuable, but it’s still just part of the picture. Decision-makers often need to see how the organization has changed over time and use those insights to make more intelligent predictions and how different implementations have impacted the return on investment.\u003C/p>\u003Cp>Data warehouses can contain historical information, allowing business users to call up the necessary information through a few queries. Using a user-friendly data warehouse visualization tool like Whatagraph, executives can even get the metrics themselves without any support from IT teams. Such capability improves productivity and keeps the workflow running smoothly.  \u003C/p>\u003Ch3>7. Increase data security\u003C/h3>\u003Cp>As a business that regularly deals with customer data, your first priority is to protect the existing and prospective customers’ information. However, keeping information in multiple locations makes data security issues even more challenging. Using \u003Ca href=\"https://www.getastra.com/blog/security-audit/penetration-testing-as-a-service/\" target=\"_blank\" rel=\"noopener noreferrer\">PTaaS\u003C/a> can help address these challenges effectively.\u003C/p>\u003Cp>Since a data warehouse allows you to store data in one location, the data becomes more visible to your cybersecurity team so they can plan how to secure it. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/connect_a_destination_afa8686616.png\" alt=\"connect a destination for your data transfer\">\u003C/p>\u003Cp>Most data warehouses also have built-in security features that can \u003Ca href=\"https://www.wiz.io/academy/code-security\" target=\"_blank\" rel=\"noopener noreferrer\">block harmful SQL code\u003C/a> from outside attacks. Others restrict how much data a person can see at the time, reducing the chances they’ll use the content for unauthorized purposes. \u003C/p>\u003Cp>Finally, organizations can also specify which people can access data warehouse content and why. As a result, users can only see information that is directly related to their role or task. What is more, some data warehouses can even lock users out if they try to access from unusual locations, making it more difficult for intruders to gain access. These practices are not only essential for data security but also play a significant role in robust \u003Ca href=\"https://www.aura.com/identity-theft-protection\" target=\"_blank\" rel=\"noopener noreferrer\">identity theft protection\u003C/a>, safeguarding sensitive information from unauthorized use.\u003C/p>\u003Ch2>3 Data warehouse use cases\u003C/h2>\u003Cp>As data becomes more pivotal to the services that run our world, the role of data warehousing becomes more important. Here are a few real-world examples of data warehouse use today. \u003C/p>\u003Ch3>1. Marketing/sales\u003C/h3>\u003Cp>Marketing data can easily get scattered across multiple systems in an organization, including sales databases and CRMs. By the time your team pulls together this data into spreadsheets, the data might already have become outdated. \u003C/p>\u003Cp>A marketing data warehouse creates a single source of data that marketing teams can refer to. Also, it allows the consolidation of data from external source systems such as web analytic platforms, social media, paid ads, etc.   \u003C/p>\u003Cp>This way, all marketers have access to the same standardized data, which allows them to generate more granular insights and better track performance metrics. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch3>2. Team performance evaluation\u003C/h3>\u003Cp>Data warehouses can even help businesses evaluate team performance throughout the organization. Team leaders can look deeper into team data to create customized \u003Ca href=\"https://whatagraph.com/blog/articles/dashboard-vs-report\">dashboards or reports\u003C/a>, presenting their team’s performance based on asked metrics. \u003C/p>\u003Cp>For example, metrics such as usage patterns, customer lifetime value, and acquisition sources can be used to evaluate customer service, sales, and marketing teams. \u003C/p>\u003Cp>And combining data sets from other business areas can also point out how teams have contributed to overall business performance. \u003C/p>\u003Ch3>3. Stitching data from legacy systems \u003C/h3>\u003Cp>Legacy data refers to records stored in an old format or obsolete systems, which makes it difficult to access and process. Unfortunately, many organizations still rely on mainframe environments and legacy systems, despite the advancements in cloud architectures and tools. \u003C/p>\u003Cp>The business knowledge and rules within legacy systems can be a valuable data resource for analytics. However, this information is difficult to migrate to newer platforms. \u003C/p>\u003Cp>The problem is that legacy systems weren’t built to analyze data but rather to perform specific functions. \u003C/p>\u003Cp>Data warehouses can connect to legacy systems to collect and analyze data and, using ETL, transform data from legacy systems into modern data formats that newer applications can use. \u003C/p>\u003Ch2>Conclusion \u003C/h2>\u003Cp>Businesses that grasp the full benefits of data warehousing are better equipped to adapt to changing market conditions and customer requirements. \u003C/p>\u003Cp>An important benefit of modern data warehousing is the ability to use no-code \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehouse-etl-tools\">data transfer tools\u003C/a> that automate the data loading process so that even non-technical teams always operate with the freshest data possible. \u003C/p>\u003Cp>Whatagraph allows users to easily move data from popular marketing platforms to Google BigQuery in just four steps:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Connect the destination\u003C/li>\u003Cli>Choose the integration\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp>You can automate the whole process by scheduling when and how often you want to load your data to BigQuery and when needed, use Whatagraph’s visualization to report on stored data. \u003C/p>\u003Cp>Find out more about Whatagraph’s \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">code-free data transfers\u003C/a> and get ready to fully exploit the benefits of your data warehouse. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003Cbr> \u003C/p>","2023-05-10T19:42:39.661Z","2025-04-10T14:12:52.330Z","2023-05-10T19:58:53.784Z","2023-05-10",{"id":667,"title":668,"slug":669,"summary":670,"body":671,"read_time":270,"createdAt":672,"updatedAt":673,"publishedAt":674,"errors":31,"table_of_contents":32,"dateReorder":665},2283,"Top 6 Challenges of Data Warehousing","data-warehouse-challenge","\u003Cp>You realize the importance of business data as a way to keep up with the competition and customer expectations. However, as the number of data sources and volume of information increases with technological advancements, it’s becoming more difficult to keep track of and store information.  \u003C/p>\u003Cp>A data warehouse allows you to consolidate your business data coming from different channels, but there are still some challenges you can run into while setting up your data warehousing solution.  \u003C/p>","\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs?start=1\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>What is data warehousing?\u003C/h2>\u003Cp>Data warehousing is a business practice of collecting and storing data from multiple sources \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\">in a data warehouse\u003C/a> for more efficient data analytics, reporting, and consistency.\u003C/p>\u003Cp>Organizations can also store historical and current data to protect it from shifting policies or discontinued services of individual platforms.\u003C/p>\u003Cp>As an essential process for any data-driven organization, data warehousing can assist in decision-making, reveal previously unknown insights, optimize business processes, reduce costs, etc.\u003C/p>\u003Cp>A data warehouse usually consists of a database, an \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-modeling\">ETL\u003C/a> (extract, transform, load) layer, access tools, and metadata. A database forms the foundation, the ETL layer extracts and prepares data, while access tools help users search and query to provide the context and definition for big data.  \u003C/p>\u003Cp>By implementing these data warehouse components, an organization can improve data accuracy, consistency, and integrity, as well as automate much of its data management strategy. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>Top 6 challenges of traditional data warehousing\u003C/h2>\u003Cp>Let’s take a closer look at the hurdles organizations face when setting up a data warehouse the traditional way. \u003C/p>\u003Ch3>Challenge 1: Managing the data structure and optimization\u003C/h3>\u003Cp>The correct way to process data is to structure it in a way that will aid your future operations. As you add more and more data to your warehouse, structuring becomes increasingly difficult and can slow down the ETL process. Also, it becomes increasingly difficult for system managers to qualify the data for advanced analytics. \u003C/p>\u003Cp>In terms of system optimization, it’s important to carefully design and configure data analysis tools that are better suited to business needs. \u003C/p>\u003Ch3>Challenge 2: Managing user expectations\u003C/h3>\u003Cp>As more information gets loaded into a data warehouse, management systems struggle more to find and analyze it. This means that business users expect refined and relevant results from any analysis they run. \u003C/p>\u003Cp>But, data warehouse performance can decrease as the data volume increases, which inevitably leads to reduced speed and efficiency. It’s your job to manage the expectations of your team so that they aren’t frustrated when the buffering occurs. \u003C/p>\u003Ch3>Challenge 3: The costs of data warehousing\u003C/h3>\u003Cp>A common problem with traditional data warehouses is the high failure rate. According to a Gartner report, more than \u003Ca href=\"https://www.timmitchell.net/post/2017/01/10/why-data-warehouse-projects-fail/#:~:text=At%20one%20time%2C%20Gartner%20reported,why%20data%20warehouse%20projects%20fail.\" target=\"_blank\" rel=\"noopener noreferrer\">50% of data warehouses\u003C/a> fail at one point — not only because of the technical challenges and complex architecture but also because the projects fail to meet user requirements. \u003C/p>\u003Cp>Organizations then face the same challenges when trying to update a data warehouse to accommodate new reporting requirements or data models. \u003C/p>\u003Cp>Even if such projects don’t fail, they have high costs and timelines. All these factors make traditional data warehouses inadequate for real-time data requirements and scalability. \u003C/p>\u003Cp>On the other hand, if you go with a cloud-based data warehouse, all the maintenance rests on the cloud provider, while the cost is formed by the used GBs per month. \u003C/p>\u003Cp>Snowflake, for example, even has a flat rate of $23/TB/month.\u003C/p>\u003Cp>Google BigQuery’s active storage costs $0.02 per GB per month, with the first 10 GB free each month. \u003C/p>\u003Ch3>Challenge 4: Data quality\u003C/h3>\u003Cp>Maintaining quality data is difficult in a traditional data warehouse where manual errors and missed updates lead to corrupt or obsolete data. This inevitably impacts business decisions and causes inaccurate data processing. \u003C/p>\u003Cp>As businesses increasingly adopt digital transformation initiatives, they often run into the problem of unintended data silos. \u003C/p>\u003Cp>This occurs when departments heavily rely on cloud tools accompanied by the democratization of technology — where each department is more likely to be responsible for purchasing and developing technologies for its use.\u003C/p>\u003Cp> Each of these silos represents another source system from which users need to pull, integrate, and analyze data to use it correctly in decision-making. To make matters worse, silos often don’t follow the same set of businesswide standards, making data integration even more difficult. \u003C/p>\u003Cp>And due to the democratization of cloud technologies, your organization might even have valuable data silos that IT doesn’t know about. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Graph_2_5d3061d7c9.png\" alt=\"data warehouse scheme\">\u003C/p>\u003Cp>Modern warehousing solutions can automate the data quality process, preventing data silos, outliers, manual errors, redundancy, and other data inconsistencies from occurring. \u003C/p>\u003Cp>With an automated data warehousing solution, you are able to provide high-quality data that brings the most value to your organization. \u003C/p>\u003Ch3>Challenge 5: Data accuracy\u003C/h3>\u003Cp>If you want your data insights and business intelligence to be reliable, the data that is analyzed in a warehouse needs to be accurate. Traditional data warehouses often suffer from inconsistencies that lead to inaccurate data as a result of manual processing and other errors. \u003C/p>\u003Cp>There are several ways to go around this challenge, but the first and most important is to ensure that a data collection and storing process is accurate and that the new data is \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-transformation\">transformed correctly\u003C/a> before it enters the warehouse. \u003C/p>\u003Cp>Data accuracy can also be improved through regular testing. \u003C/p>\u003Cp>However, with the right data warehousing solution that supports automated transfers, the chance for human error is minimal. If you use an \u003Ca href=\"https://whatagraph.com/blog/articles/data-warehouse-etl-tools\">ETL tool\u003C/a>, not only can you prevent inaccurate data from entering your data warehouse, but also flag errors so that you can optimize your data accuracy at the source. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a> \u003C/p>\u003Ch3>Challenge 6: Adjusting to non-technical users\u003C/h3>\u003Cp>Traditional data warehouses are often complex for non-technical teams to use. Sure, everyone can master data analysis enough to be able to query data from any source and know how to use the data provided this way. But the reality is different. \u003C/p>\u003Cp>Non-technical users often need to interact with company data, which is not very efficient if you use a traditional data warehouse — submitting a request to the data team, waiting for the data team to fulfill the request, and using the data once delivered to them. \u003C/p>\u003Cp>The process might work in small teams, but for larger teams, it’s time-consuming and inefficient, as data teams can quickly become saturated with requests, leading to frustration and bottlenecks. \u003C/p>\u003Cp>However, with modern, self-managed data warehouses and automated ETL tools, this challenge is easy to overcome. \u003C/p>\u003Cp>Data transfer tools like Whatagraph allow any user to move data from disparate sources \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">to Google BigQuery\u003C/a> without enlisting any help from the data or developer team. With point-and-click solutions, even non-technical users can operate a data warehouse without slowing down the workflow. \u003C/p>\u003Ch2>How to choose the right data warehouse tool?\u003C/h2>\u003Cp>Many of the challenges associated with traditional data warehouses could be avoided with the use of a data warehouse automation tool. \u003C/p>\u003Cp>Most of these tools are packed with automation features that help teams speed up the process of deploying and updating your data warehouse. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/connect_a_destination_afa8686616.png\" alt=\"connect a destination for your data transfer\">\u003C/p>\u003Cp>What to look for in a data warehousing tool:\u003C/p>\u003Cul>\u003Cli>An easy-to-use drag-and-drop interface for setting up your data warehouse pipelines. \u003C/li>\u003Cli>A high-performance ETL engine that allows parallel processing and other performance optimization. \u003C/li>\u003Cli>An end-to-end platform that replaces tools like data modelers, ETL/ELT generators, data quality management software, etc. \u003C/li>\u003Cli>Rapid transfers to cloud data warehouses like Google BigQuery, Snowflake, Microsoft Azure, and Amazon Redshift. \u003C/li>\u003C/ul>\u003Ch2>Conclusion\u003C/h2>\u003Cp>When compared to traditional data warehouse infrastructure, fully-managed cloud-based data warehouses provide you with easy-to-use features to build and scale your warehouse.\u003C/p>\u003Cp>This ease of use and fast implementation is especially important for teams that manage company sources and data transfers on their own, as well as agencies that serve a large number of clients.\u003C/p>\u003Cp>Whatagraph offers an automated ETL tool that allows you to move data from different sources to a data warehouse without any coding.  \u003C/p>\u003Cp>With Whatagraph, there’s little room for error, as even non-technical users can easily connect different sources and schedule automated data transfers from popular marketing platforms to BigQuery. \u003C/p>\u003Cp>Once your data is consolidated in your BigQuery warehouse, you can visualize it and share the insights with stakeholders using Whatagraph’s reporting feature. \u003C/p>\u003Cp>Find out more about Whatagrap’s hassle-free data transfers and get ready to fully own your business data. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a> \u003C/p>","2023-05-10T14:42:47.575Z","2025-04-10T14:46:52.810Z","2023-05-10T16:09:17.479Z",{"id":676,"title":677,"slug":678,"summary":679,"body":680,"read_time":319,"createdAt":681,"updatedAt":682,"publishedAt":681,"errors":510,"table_of_contents":32,"dateReorder":683},1829,"10 Best Marketing Infographics","best-marketing-infographics","\u003Cp>Check out this roundup of the best marketing infographics. Visually engaging and easily shareable, these infographics offer insights on social media, SEO, email marketing trends, content marketing statistics, and more!\u003C/p>","\u003Cp>In today’s world, numerous physiologists and sociologists are actively discussing the condition called clip-thinking. Clip thinking refers to a fragmented information flow, which causes difficulty in perceiving the surrounding world and relationships that exist between separate objects. \u003C/p>\u003Cp>Okay, in simpler terms, it’s something like when you’re reading a book and constantly have to go back to the previous sentence to make sense of the full paragraph. The words you consume are so fragmented and leave your brain so quickly, they’re unable to form into a unified piece of information.\u003C/p>\u003Cp>The cause of this phenomenon is largely attributed to the rising popularity of TV and the internet. Short, snappy messages and bright visuals became the most engaging way of understanding the world around us. Naturally, it has lead to the rise of infographics. You can make awesome infographics designs using an \u003Ca href=\"https://venngage.com/\">infographic maker\u003C/a> online suitable for all \u003Ca href=\"https://jooble.org/jobs-marketing-remote\">marketing jobs\u003C/a>.\u003C/p>\u003Ch2>Marketing Infographics: what are they good for?\u003C/h2>\u003Cp>Infographics are a type of \u003Ca href=\"https://whatagraph.com/blog/articles/what-is-data-visualization\">data visualization\u003C/a> that consolidates information about a certain topic in an easy-to-understand overview using images, charts, and minimal text or a \u003Ca href=\"/data-visualization-dashboard\">data visualization dashboard\u003C/a>. If I had to describe infographics in one sentence, I’d say it’s the case when “one picture is worth ten thousand words.”\u003C/p>\u003Cp>Because their main purpose is to make complex information easily digestible, infographics can be used by literally anyone. Marketers are no exception – we use them to promote brands we work with, but also to get insights into the ever-changing \u003Ca href=\"https://millo.co/digital-marketing-jobs\">digital marketing\u003C/a> landscape, tips, and tricks.\u003C/p>\u003Cp>That’s why we combined a list of best \u003Ca href=\"https://elements.envato.com/graphic-templates/marketing+infographics\">marketing infographics\u003C/a> that will provide you with the most relevant marketing news and statistics.\u003C/p>\u003Ch2>1. Familiarize yourself with the digital marketing trends\u003C/h2>\u003Cp>Digital marketing is constantly evolving – what used to be important and relevant yesterday might be meaningless and outdated tomorrow. To help you keep up with the ever-changing landscape, check out this excellent infographic by Devrix that will help you build successful marketing campaigns.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_1_0852f4278e.png\" alt=\"excellent infographic by DevriX\">\u003C/p>\u003Ch2>2. Understand the popularity of different marketing channels\u003C/h2>\u003Cp>Data never sleeps! This awesome infographic by Domo gives us an in-depth look at just how much information is generated by different marketing platforms every single minute of the day. We were honestly surprised to learn there are 188 million emails sent and a whopping 4,5 million Google searches performed every minute.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_2_27a8d2dab8.png\" alt=\"infographic by Domo\">\u003C/p>\u003Ch2>3. Revise your strategy based on social media statistics\u003C/h2>\u003Cp>Social media is growing and changing rapidly. Not only are new platforms emerging, but user demographics and behavior change just as much. That’s why it is super important to keep track of social media statistics and revise your strategy based on their usage habits. Check out this quick \u003Ca href=\"https://www.oberlo.com/blog/social-media-marketing-statistics\">infographic by Oberlo\u003C/a> to learn more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_3_2606fdd19e.png\" alt=\"infographic by Oberlo\">\u003C/p>\u003Ch2>4. Discover the best times to post on social media\u003C/h2>\u003Cp>Since the advent of social media, marketers have been trying to figure out the magical time to post to maximize engagement, boost reach, and generate more leads. Truth is – that time is different for everyone. But it's still beneficial to know the average best time based on overall engagement, and this beautiful marketing infographic \u003Ca href=\"https://sproutsocial.com/insights/best-times-to-post-on-social-media/\">by Sprout Social\u003C/a> lets you know just that!\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_4_525c7056d3.png\" alt=\"Sprout Social infographic\">\u003C/p>\u003Ch2>5. Check if your media dimensions are up to update\u003C/h2>\u003Cp>If you are not sure what size the images and videos of your social media posts should be, this \u003Ca href=\"https://makeawebsitehub.com/social-media-image-sizes-cheat-sheet/\">infographic by Jamie Spencer\u003C/a> of \u003Ca href=\"https://www.appypie.com/website-builder\">Make a Website\u003C/a> Hub offers an amazing cheat sheet for all popular social media channels!\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_5_9cf9238261.png\" alt=\"infographic by Jamie Spencer\">\u003C/p>\u003Ch2>6. Learn how to get the most out of influencer marketing\u003C/h2>\u003Cp>Influencer marketing was booming in the past few years and it is still evolving every day. With the majority of digital marketing professionals and brands claiming they are willing to increase the budgets of influencer marketing, Visme prepared a handy infographic about the key social media influencer trends to look out for! \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_6_5996cc8a7e.png\" alt=\"Visme prepared a handy infographic\">\u003C/p>\u003Ch2>7. Optimize your website based on SEO trends\u003C/h2>\u003Cp>Say what you want, but the constant battle between PPC and SEO isn’t over. On the contrary, it’s getting harsher by the minute, and no one in their right mind could argue against the importance of search engine optimization.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_7_11cb692bf8.png\" alt=\"Jootoor infographic\">\u003C/p>\u003Ch2>8. Make sure you’re ready for the mobile takeover\u003C/h2>\u003Cp>The number of actions taken on mobile phones is growing rapidly: we're no longer passively browsing, but also shopping, wiring money, voting, etc. That's why it is more important than ever to make sure your mobile presence isn't lacking and maybe even try some cool new things, like AR or VR. Check out this \u003Ca href=\"https://robusttechhouse.com/mobile-app-development-trends-2019-infographic/\">infographic by Robust Tech House\u003C/a> to get even more ideas for your mobile strategy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_8_2b94d08e52.png\" alt=\"nfographic by Robust Tech House\">\u003C/p>\u003Ch2>9. Spice up your content marketing strategy with visuals\u003C/h2>\u003Cp>\u003Ca href=\"https://www.cience.com/blog/b2b-content-marketing-strategy/\" target=\"_blank\" rel=\"noopener noreferrer\">Content marketing\u003C/a> is everywhere: from social media posts to this article you’re reading right now! But those specializing in the field should know that it’s not enough to be savvy with words anymore. If you want your content to be truly shareable and engaging, you must embrace visuals. This \u003Ca href=\"https://venngage.com/blog/visual-content-marketing-statistics/\">infographic by Venngage\u003C/a> dives right into the statistics and trends of visual content marketing.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_9_8c1875eed8.png\" alt=\"infographic by Venngage\">\u003C/p>\u003Ch2>10. Follow best email marketing practices\u003C/h2>\u003Cp>Email marketing, the underdog of the past couple of years, is coming back full throttle this year. \u003Ca href=\"https://www.sender.net/blog/email-list-segmentation/\">With segmentation\u003C/a> and personalization at the top of the list, there are also other trends that you should hop on, like drip campaigns, auto-responders, etc. Check out this infographic by Game of Conversions and evolve your \u003Ca href=\"https://avada.io\">email marketing\u003C/a>!\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/best_marketing_infographics_2019_10_911c1547dd.png\" alt=\"infographic by Game of Conversions\">\u003C/p>\u003Ch2>Honorable mention\u003C/h2>\u003Cp>99Firms has made an incredible infographic on the importance of \u003Ca href=\"https://99firms.com/blog/how-businesses-use-instagram-stories/\">Instagram stories for small business\u003C/a>. It's a deep dive into how one can effectively apply Instagram stories in their digital marketing strategy. There are a variety of study cases too, showcasing how particular businesses leveraged Instagram stories for their benefit. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Infographics are a great way to present complicated information about an organization, a brand, or a general topic. Bright visuals combined with short snippets of text make still make it one of the most captivating ways of visual communication on the web.\u003C/p>","2018-03-21T16:44:09.000Z","2025-06-23T13:05:54.147Z","2018-03-21",{"id":685,"title":686,"slug":687,"summary":688,"body":689,"read_time":21,"createdAt":690,"updatedAt":691,"publishedAt":690,"errors":510,"table_of_contents":32,"dateReorder":692},2136,"Social Media Data Mining: What It Is, How It Works, and How to Use It","social-media-data-mining","\u003Cp>With more than half of the world's population using one or more social media platforms every day, businesses in all industries have noticed the importance of social media data mining. Without further ado, let’s delve into the world of social media data mining to learn about it and its benefits.\u003C/p>","\u003Ch2>What is social media data mining?\u003C/h2>\u003Cp>As its name implies, social media data mining refers to the process of mining social data. Unlike regular data mining, social media data mining explores beyond the internal databases and systems of a given company or research firm.\u003C/p>\u003Cp>It typically involves the \u003Ca href=\"/blog/articles/social-media-data-collection\">collection\u003C/a>, processing, and analysis of raw data obtained from social media platforms such as Facebook, Instagram, Twitter, TikTok, LinkedIn, YouTube, and others, to uncover meaningful patterns and trends, draw conclusions, and provide insightful and actionable information.\u003C/p>\u003Ch2>What data is collected for social media data mining?\u003C/h2>\u003Cp>Social media data mining harvests various types of social data that are either publicly available (e.g., age, gender, job profession, geographic location, etc.) or are generated on a daily basis on social media platforms (e.g., comments, likes, clicks, etc.).\u003C/p>\u003Cp>Typically, the data represents people’s attitudes, connections, behavior, and feelings towards a certain topic, product, or service. Depending on the social media platform in question, this data may include the number of followers, comments, likes, or shares, if the targeted social media data comes from Facebook, Twitter’s retweets or the number of impressions, or Instagram’s engagement rates and hashtag usage.\u003C/p>\u003Cp>When trying to optimize your social content, promote your online business, discover influential customers, or improve marketing and engagement strategies, you should always focus on gathering the above-mentioned types of data.\u003C/p>\u003Ch2>How does social data mining work?\u003C/h2>\u003Cp>Generally, the process of mining social data involves a combination of statistical techniques, mathematics, and machine learning.\u003C/p>\u003Cp>The first step is to gather and process social data from different social media sources. Apart from social media platforms such as Facebook, Twitter, or YouTube, data miners also extract data from various blogs, news sites, forums, or any other public pages where users interact and leave comments. All of this information must then be processed before proceeding to the next step.\u003C/p>\u003Cp>Once data is collected and processed, what follows is the application of various data mining techniques which allow for easier identification of common patterns and the correlation of various data points in large datasets. Some of the more commonly used social media data mining techniques include classification, association, tracking patterns, predictive analytics, keyword extraction, sentiment analysis, and market/trend analysis.\u003C/p>\u003Cp>Moreover, social media data mining also employs a number of social media data mining software solutions to optimize the process of mining. Some of the best-known data mining software solutions include the following: Microsoft SharePoint, Sisense, IBM Cognos, RapidMiner, and Dundas BI. Provided that a more in-depth examination of data is needed, data miners may decide to use machine learning in the process as well.\u003C/p>\u003Cp>The final step in the mining process is to create a visual representation of the insights obtained from the whole process in order to deliver the information to the targeted audience. This is usually done by using \u003Ca href=\"https://whatagraph.com/blog/articles/best-social-media-analytics-tools\">social media analytics tools\u003C/a>, such as Whatagraph, KeyHole, Brand Watch, and Buffer, to name a few.\u003C/p>\u003Ch2>How is social media used and who’s using it?\u003C/h2>\u003Cp>Due to the massive amounts of user-generated data that is being collected and analyzed through this process, social media data mining has found wide usage and is increasingly being recognized as an invaluable asset in many fields. Although it has primarily been used for business purposes, this process is nowadays often employed by researchers and by government agencies as well.\u003C/p>\u003Cp>Companies, hotels, retailers, airlines, manufacturers, and even political groups buy data sets from data mining companies to help them personalize the customer's experience, improve marketing strategies and service satisfaction, and optimize their businesses, in general.\u003C/p>\u003Cp>Here are some examples of who and how social media data mining is used:\u003C/p>\u003Cp>• Some of its major uses in businesses include targeted marketing campaigns, market research, sales enablement, predictive analytics, influencer marketing, and monitoring of brand reputation.\u003C/p>\u003Cp>• Trend analysis - Businesses use social media data mining to gain valuable insights into currently trending keywords, mentions, and topics on social media platforms.\u003C/p>\u003Cp>• Event detection (social heat mapping) - This metric is of great importance for agencies and researchers who use \u003Ca href=\"/social-media-report-tool\">social media monitoring\u003C/a>.\u003C/p>\u003Cp>• Social spam detection - Social media data mining allows for easier detection of spammers and bots on social media platforms like Instagram and Twitter.\u003C/p>\u003Cp>• Ecommerce - Social media data mining is used to analyze how people talk about products.\u003C/p>\u003Cp>• Digital media - Social media data mining is also applied to the field of digital media. For example, the content that is to be shown on a particular digital billboard may be decided upon through conducting a social media data mining process in order to cater to the audience’s preferences or needs.\u003C/p>\u003Cp>• Bloggers and social media influencers - Social media data mining is often used by bloggers and social media influencers to help them analyze the attitudes and feelings of their followers, what they are talking about, and how they feel about certain topics of discussion.\u003C/p>\u003Cp>• Brands - Social media data mining helps brands with important decision-making, for example, when deciding about potential future markets.\u003C/p>\u003Cp>• Research purposes - Researchers find the use of social media data in their research a valuable asset to their work due to the magnitude and easy accessibility of the data. Social media data mining can be applied in different research domains, including social science, research, health research, and technology research. Some of its uses in the research field include gathering opinions, conducting research, recruiting study participants, undertaking participative ‘citizen science', or fostering stakeholder involvement.\u003C/p>\u003Cp>• Government agencies - Social media data mining is also increasingly being used by government agencies for the purpose of welfare-focused interventions. One way social media data mining does this is by tracking residents’ moves as they document their activities at tagged locations throughout the day. However, extracting this data often involves overcoming obstacles like the \u003Ca href=\"https://www.zenrows.com/blog/403-web-scraping\" target=\"_blank\" rel=\"noopener noreferrer\">403 web scraping forbidden\u003C/a> error, a challenge that can be resolved using advanced techniques to ensure smooth and reliable data collection. Clearly, social media mining can be a powerful tool that can help improve residents’ lives and the safety of communities.\u003C/p>\u003Ch2>Is social media data mining ethical?\u003C/h2>\u003Cp>Being a relatively novel field of study, social media data mining has raised a number of challenges and issues regarding its use for different purposes. One of the major problems with its use is contained in the question of whether or not the practice of mining social data is ethical.\u003C/p>\u003Cp>As mentioned above, social media data mining uses large amounts of user-generated data that is publicly available, which means that users have agreed to publicly share their personal data and are aware of the fact that anyone can view the things they’ve posted, commented on, or shared on social platforms.\u003C/p>\u003Cp>However, there is still the issue of variable perceptions of what is considered ‘public’ and ‘private’, which, along with the issues of ownership and intellectual property, the difficulty of guaranteeing anonymity, or obtaining consent through informed choice, all pose even further challenges for data miners. Moreover, the lack of a clear ethical framework for working with social media data adds to the complexity of the whole process of gathering, analyzing, and visualizing user-generated data.\u003C/p>\u003Cp>Over recent years, there have been several data privacy breaches involving the use of social media data mining due to unclear principles, laws, and rules regarding the use of this powerful tool. Large social media companies, including Facebook and Google, have been implicated in disputes over their improper use of social data, and news about Facebook’s Cambridge Analytica scandal in 2018 has been circulated worldwide.\u003C/p>\u003Cp>To sum up, clear ethical principles and laws regarding the use of social data need to be established so that businesses, researchers, and government agencies can reap the benefits offered by social media data mining.\u003C/p>","2021-06-22T20:25:29.000Z","2025-04-29T09:31:33.300Z","2021-06-22",{"id":694,"title":695,"slug":696,"summary":697,"body":698,"read_time":270,"createdAt":699,"updatedAt":700,"publishedAt":701,"errors":31,"table_of_contents":32,"dateReorder":702},2287,"Top 9 Marketing Dashboard Software and Tools for Agencies","marketing-dashboard-software","\u003Cp>Reporting. Hardly a favorite task for any marketer. Better use this time to do something that actually brings in new leads, right? And yet clients are constantly asking for more KPIs, updates, and reports. \u003C/p>\u003Cp>Luckily, no one needs to create reports from scratch anymore. With so many great marketing dashboard software tools around, every agency can create beautiful dashboards using the freshest marketing data and automate its reporting workflows.  \u003C/p>","\u003Ch2>What is marketing dashboard software? \u003C/h2>\u003Cp>A marketing dashboard software is a data platform that pulls data from multiple sources such as social media, web analytics, paid media, and other marketing channels and displays it on an integrated dashboard in a real-time. \u003C/p>\u003Cp>This significantly simplifies the reporting process as teams don’t have to manually enter data into Excel or other visualization tools. \u003C/p>\u003Cp>Marketing dashboard software relies on engaging visual elements such as graphs, charts, tables, heatmaps, timelines, and others to demonstrate your campaign performance to clients or stakeholders.  \u003C/p>\u003Cp>Marketing dashboards are a goldmine of marketing KPIs and metrics, including website traffic (both SEO and organic), click-through rate, bounce rate, and conversion rate (from PPC campaigns, newsletters, etc.)\u003C/p>\u003Ch2>Top 9 marketing dashboard software\u003C/h2>\u003Cp>Now that we know what constitutes a great dashboard, let’s take a glimpse at some of the best marketing dashboard software your agency should try. \u003C/p>\u003Ch2>1. Whatagraph \u003C/h2>\u003Cp>Whatagraph is a marketing data platform that helps agencies connect, visualize, and share marketing data via engaging reports and dashboards. It’s specifically designed for marketing agencies and in-house marketers who need to create \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-dashboard-examples\">a variety of dashboards\u003C/a>, including web analytics, SEO, email marketing, eCommerce, and social media. \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Over 40 ready-made integrations and reliable APIs to easily connect data from marketing channels and \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-sources\">data sources\u003C/a>.\u003C/li>\u003Cli>Cross-channel dashboards to combine metrics from multiple platforms\u003C/li>\u003Cli>Gallery of marketing dashboard templates\u003C/li>\u003Cli>Smart \u003Ca href=\"https://whatagraph.com/dashboard-creator\">dashboard creator\u003C/a>\u003C/li>\u003Cli>Schedule and share live reports via smart links \u003C/li>\u003C/ul>\u003Cp>No-code data transfers \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">to Google BigQuery\u003C/a>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/seo_dashboard_a34044ca95.png\" alt=\"Whatagraph dashboard builder\">\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations\">Native integrations\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/dashboard-builder\">Drag-and-drop dashboard builder\u003C/a>\u003C/li>\u003Cli>Unlimited number of dashboards \u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/white-label-dashboard\">White-label functionality\u003C/a> \u003C/li>\u003Cli>Transparent pricing plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Yearly fixed pricing might not suit all users\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the number of users and data sources you plan to connect. \u003C/p>\u003Cp>\u003Cstrong>Who is Whatagraph for?\u003C/strong>\u003C/p>\u003Cp>Whatagraph has a diverse user base ranging from big-data companies to agencies looking to \u003Ca href=\"https://whatagraph.com/metrics-dashboard\">extract marketing metrics\u003C/a> and create compelling marketing dashboards from multiple sources ranging from Google Sheets to LinkedIn to HubSpot.    \u003C/p>\u003Cp>What if you could try Whatagraph for 7 days for free? \u003C/p>\u003Cp style=\"margin-left:0px;\">\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a personalized walkthrough\u003C/a> to learn more about its features or \u003Ca href=\"https://live.whatagraph.com/auth/register\">request a free trial\u003C/a> today. \u003C/p>\u003Ch2>2. Looker \u003C/h2>\u003Cp>There was a time when Google’s Data Studio was looking (pardon the pun) to compete with Power BI, Tableau, and Looker, but it seems the market was already happy with the available choices. Then Google simply bought Looker instead of investing heavily into a new business intelligence platform. And that’s how Looker Studio was born as an enterprise-level data analytics platform that helps agencies collect, explore, and share their client’s marketing insights in real-time.  \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easily connects with \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a>, Snowflake, and more than 50 SQL dialects\u003C/li>\u003Cli>Creates interactive reports and dashboards\u003C/li>\u003Cli>Looker mobile app\u003C/li>\u003Cli>Predictive analytics and data modeling for revealing hidden insights\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>360-degree overview of marketing performance \u003C/li>\u003Cli>Strong data modeling capabilities\u003C/li>\u003Cli>Development mode for testing codes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited visualization options\u003C/li>\u003Cli>Not scalable when processing large databases\u003C/li>\u003Cli>Lacks multi-tenant capabilities\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Custom quote pricing that depends on the number of users in your agency, the number of database connections, and the scale of your deployment. \u003C/p>\u003Cp>\u003Cstrong>Who is Looker for?\u003C/strong>\u003C/p>\u003Cp>As a BI and dashboarding tool, Looker is a good choice for agencies that are looking (again) for something simple that looks simple and is easy to see but still provides enough information through its visualizations. \u003C/p>\u003Ch2>3. Klipfolio \u003C/h2>\u003Cp>Klipfolio is a business intelligence (BI) platform that helps agencies make data-driven decisions in shaping their client’s marketing strategy. Part of Klipfolio’s toolkit is Klips, a custom dashboard builder that you can use to create dynamic dashboards for your clients. \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>More than 300 integrations with popular marketing channels \u003C/li>\u003Cli>Wide choice of visualization elements\u003C/li>\u003Cli>Pre-built dashboard templates\u003C/li>\u003Cli>Sharing via published links or PDFs\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Sample_Klipfolio_Dashboard_Dark_Theme_d86570aeaf.png\" alt=\"Klipfolio marketing dashboard\">\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Easy to use\u003C/li>\u003Cli>Affordable pricing\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Gets slow when running complex tasks\u003C/li>\u003Cli>Requires some level of coding\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Agency Starter — $49/month, 10 dashboards, up to 10 clients\u003C/li>\u003Cli>Agency Lite — $99/month, 20 dashboards, up to 20 clients\u003C/li>\u003Cli>Agency Pro — $199/month, 40 dashboards, up to 40 clients \u003C/li>\u003Cli>Agency Premier — $399/month, 70 dashboards, up to 70 clients \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is Klipfolio for?\u003C/strong>\u003C/p>\u003Cp>Medium and large-size teams and enterprises. \u003C/p>\u003Ch2>4. Domo \u003C/h2>\u003Cp>Domo is a mobile-first marketing analytics and reporting tool that leverages BI to help agencies glean meaningful insights from their client’s data. \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Over 150 chart types and other data visualization elements \u003C/li>\u003Cli>Role-based management for access governance\u003C/li>\u003Cli>Custom notifications and threshold alerts\u003C/li>\u003Cli>Mobile-friendly \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automates data preparation through ETL\u003C/li>\u003Cli>Role-based governance\u003C/li>\u003Cli>Reliable customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited dashboard layouts and charts\u003C/li>\u003Cli>Reliability issues like data loss\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Custom quote pricing that depends on data storage, refresh rates, volume of data queries, and number of users. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is Domo for?\u003C/strong>\u003C/p>\u003Cp>Due to the custom quote pricing model that depends on your business needs, Domo is a good choice for small to medium sized marketing agencies. Not the best choice for individual marketers.\u003C/p>\u003Ch2>5. Cyfe \u003C/h2>\u003Cp>Now part of Traject, Cyfe is an all-in-one dashboarding and data visualization platform that lets you collect all your client’s marketing data in one place and present it in dynamic business dashboards. \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>More than 100 integrations, 1500+ Zapier app ecosystems, and 250+ pre-built metrics\u003C/li>\u003Cli>Scheduled automatic email reports in PNG, JPEG, PDF, and CSV formats\u003C/li>\u003Cli>Blends unrelated data from various platforms to create custom metrics\u003C/li>\u003Cli>White-label feature for a more professional look\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Plenty of integrations\u003C/li>\u003Cli>Support for 15+ languages\u003C/li>\u003Cli>White-labeling\u003C/li>\u003Cli>Great customer service\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited choice of visualization widgets\u003C/li>\u003Cli>Limited functionality\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Starter — $19/month, 2 dashboards, 1 user\u003C/li>\u003Cli>Standard — $29/month, 5 dashboards, 2 users\u003C/li>\u003Cli>Pro – $49/month, 10 dashboards, 5 users\u003C/li>\u003Cli>Premier — $89/month, 20 dashboards, unlimited users\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is Cyfe for?\u003C/strong>\u003C/p>\u003Cp>Its features considered, Cyfe is the optimal choice for mid-market companies and small-sized agencies with less than 50 employees and up to 20 active client accounts. \u003C/p>\u003Ch2>6. Swydo\u003C/h2>\u003Cp>Swydo is a cloud-based marketing dashboard tool that allows professional marketers to build dynamic reporting dashboards that allows marketing teams and agencies to show the impact of key performance indicators in real-time. \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Role-based management\u003C/li>\u003Cli>Centralized overview of client’s marketing activities\u003C/li>\u003Cli>Robust API for connecting data sources or integrating user CRMs\u003C/li>\u003Cli>Automated report sending\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to use and implement\u003C/li>\u003Cli>Multi-language dashboard optimization \u003C/li>\u003Cli>White-labeling feature\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited customization \u003C/li>\u003Cli>Lacks multi-channel formulas\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Swydo bases its pricing on the number of sources, while the users and dashboard are unlimited. The starter package costs $49/month for 10 data sources, but as you add sources up, the price increases exponentially. \u003C/p>\u003Cp>\u003Cstrong>Who is Swydo for?\u003C/strong>\u003C/p>\u003Cp>Due to its flexible pricing model, Swydo is a great tool for individual freelancers serving a single client or a small marketing team. \u003C/p>\u003Ch2>7. ClicData\u003C/h2>\u003Cp>ClicData is a cloud-based BI and analytics tool that empowers marketing teams to collect, manage, and visualize key metrics from different data points. \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Over 250 Integrations to popular marketing platforms and a robust set of API connectors\u003C/li>\u003Cli>Built-in dashboard designer tool\u003C/li>\u003Cli>Integrated AI and machine learning\u003C/li>\u003Cli>Quick dashboard sharing via live links, PowerPoint, or PDFs\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Extensive API integrations\u003C/li>\u003Cli>Easy-to-use interface\u003C/li>\u003Cli>Free trial\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited data transformation\u003C/li>\u003Cli>Steep learning curve\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Personal — $85/month, 5-10 users, 5,000 data refreshes\u003C/li>\u003Cli>Team — $275/month, 20-50 users, 10,000 data refreshes\u003C/li>\u003Cli>Business — $535/month, 50-250 users, 20,000 data refreshes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is ClicData for\u003C/strong>?\u003C/p>\u003Cp>ClicData is designed for small-to-mid-sized agencies and advertising companies. \u003C/p>\u003Ch2>8. Tableau\u003C/h2>\u003Cp>Tableau is a cloud-based data visualization and reporting platform that allows users to connect to any data source and create interactive, shareable dashboards.\u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Able to easily clean and combine data \u003C/li>\u003Cli>Users can create custom metrics\u003C/li>\u003Cli>Complex calculations with advanced analytics\u003C/li>\u003Cli>AI-driven predictive modeling for what-if analysis\u003C/li>\u003Cli>Real-time notifications via Slack channels \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Blended_Axis_Chart_4a3b2a992e.PNG\" alt=\"Tableau marketing dashboard builder\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.simplilearn.com/tutorials/tableau-tutorial/what-is-tableau\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to set up and use\u003C/li>\u003Cli>Simple connection to data sources\u003C/li>\u003Cli>Use of AI and machine learning for granular insights\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Tends to slow down when running complex analyses\u003C/li>\u003Cli>No data retrieval and processing capabilities\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Tableau Viewer — $15/user/month\u003C/li>\u003Cli>Tableau Explorer — $42/user/month\u003C/li>\u003Cli>Tableau Creator* — $70/user/month\u003C/li>\u003C/ul>\u003Cp>*Every Tableau deployment requires at least one Creator account.  \u003C/p>\u003Cp>\u003Cstrong>Who is Tableau for?\u003C/strong>\u003C/p>\u003Cp>Data scientists and marketing agencies whose success depends on data-driven marketing campaigns and heavy analytics. \u003C/p>\u003Ch2>9. Databox\u003C/h2>\u003Cp>Databox is a capable reporting and analytics platform that allows users to connect data, create marketing reports, monitor trends, and build interactive marketing dashboards. \u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Over 70 integrations to popular marketing platforms\u003C/li>\u003Cli>Intuitive dashboard designer\u003C/li>\u003Cli>Extensive gallery of pre-built templates\u003C/li>\u003Cli>Drag-and-drop formula builder\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Data import functionality\u003C/li>\u003Cli>KPI scorecards\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Lacks customization options\u003C/li>\u003Cli>Uses plenty of technical marketing jargon\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Starter — $72/month, 4 data sources, 4 dashboards\u003C/li>\u003Cli>Professional — $135/month, 3 data sources, 9 dashboards\u003C/li>\u003Cli>Performer — $231/month, 3 data sources, unlimited dashboards\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is Databox for?\u003C/strong>\u003C/p>\u003Cp>Databox is a good choice for marketing agencies with more than 50 employees and large amounts of data to be extracted and transformed into insights. \u003C/p>\u003Ch2>How to choose a great marketing dashboard software?\u003C/h2>\u003Cp>Here are some of the factors you should consider when choosing the best dashboard for \u003Ca href=\"https://whatagraph.com/monitoring-dashboard\">monitoring your marketing performance\u003C/a>. \u003C/p>\u003Cp>\u003Cstrong>1. Easy to set up\u003C/strong>\u003C/p>\u003Cp>A dashboard that is easy to set up and use gives first-time users the confidence to use the software to its maximum potential. There are a few things you need to do before you share your beautiful dashboard — connect the sources, assign the authorities, onboard the team, etc. A great dashboard software makes all these actions as simple as installing a new app — click yes, click next, click next, and click finish. \u003C/p>\u003Cp>\u003Cstrong>2. Quick access\u003C/strong>\u003C/p>\u003Cp>What good is a dashboard if it keeps buffering forever? The main advantage of \u003Ca href=\"https://whatagraph.com/online-dashboard\">online dashboards\u003C/a> over static reports is the ability to refresh in real-time or pre-set intervals. So before you make your choice, test these trial accounts to the maximum, and make sure the one you pick is highly responsive. \u003C/p>\u003Cp>\u003Cstrong>3. Fits your agency's needs\u003C/strong>\u003C/p>\u003Cp>The marketing dashboard software you choose needs to meet your agency’s criteria. And not all platforms in this review are built the same. \u003C/p>\u003Cp>For example, Swydo is easy to use and has multi-language support, which makes it perfect for freelance marketers or small in-house teams. However, the lack of multi-channel functionalities and the specific pricing model makes it less ideal for large marketing agencies that serve tens of clients, each with their own data stacks. \u003C/p>\u003Cp>In that case, it’s more feasible \u003Ca href=\"https://whatagraph.com/alternatives/swydo\">to use Whatagraph\u003C/a> or Klipfolio, as both platforms Have pricing plans designed especially for agencies with lots of data sources to connect. \u003C/p>\u003Cp>Another consideration is the number of dashboards you can create and maintain. Even with top-tier pricing models, Klipfolio and Cyfe still limit the number of dashboards your agency team can create. \u003C/p>\u003Cp>This might be enough for the time being, but as you’re adding clients and their marketing channels, you may soon be looking for an option that allows you to scale up. \u003C/p>\u003Cp>Whatagraph has a big advantage in that, which can be \u003Ca href=\"https://whatagraph.com/alternatives/cyfe\">a great alternative for Cyfe\u003C/a>. No matter which pricing plan you choose, you can create an unlimited number of dashboards. \u003C/p>\u003Cp>\u003Cstrong>4. Beautiful visuals\u003C/strong>\u003C/p>\u003Cp>Beauty is in the eye of the beholder, but no one can argue that a beautiful dashboard makes it easier to present your marketing efforts. And by beautiful, we don’t mean stuffed with widgets and gauges. A good-looking dashboard can also be minimalistic and simple, with the right blend of colors. What is more, if you want to impress clients with a great-looking dashboard, you’ll pick the software that allows custom branding and white-labeling so you can make \u003Ca href=\"https://whatagraph.com/data-visualization-dashboard\">the dashboard truly yours\u003C/a>. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Tracking and reporting on your client’s marketing performance is an essential part of a mutually beneficial relationship. \u003C/p>\u003Cp>Marketing dashboards are a mile-high jump from static reports that travel as email or Slack attachments.\u003C/p>\u003Cp>Each of these marketing dashboard software tools has a good chance to upgrade your data collection and reporting capabilities but to get the most ROI for your agency, you need to take your pick carefully. \u003C/p>\u003Cp>Since you’re already here, I suggest you start with Whatagraph — a platform designed specifically to remove the “hassle” out of marketing reporting. Invest 5 minutes and find out more about our \u003Ca href=\"https://whatagraph.com/digital-marketing-dashboard\">marketing dashboard for agencies\u003C/a>. \u003C/p>","2023-05-24T08:35:29.656Z","2025-06-02T09:42:14.112Z","2023-05-24T08:53:03.704Z","2023-05-24",{"id":704,"title":705,"slug":706,"summary":707,"body":708,"read_time":270,"createdAt":709,"updatedAt":710,"publishedAt":711,"errors":31,"table_of_contents":32,"dateReorder":712},2290,"KPI Dashboard Software: Top 7 to Track Metrics in 2025","kpi-dashboard-software","\u003Cp>Running a business without a plan or strategy has never been a good idea, and in the data-driven market of today, it’s a quick route to going underwater. Making data-driven business decisions has recently become impossible without key performance indicator (KPI) dashboards that allow managers to track a company’s performance in real-time. \u003C/p>","\u003Cp>The dashboard platforms we’ve included in the review have their specifics which makes them suited for different roles, but they have one thing in common — they give you a comprehensive overview of your organization’s success. \u003C/p>\u003Ch2>What is KPI dashboard software? \u003C/h2>\u003Cp>A KPI dashboard software is a digital tool that provides you with a bird’s eye view of your company’s performance, health, and expected growth by:\u003C/p>\u003Col>\u003Cli>Collecting the key metrics from the business platforms you use and \u003C/li>\u003Cli>Displaying the data in a visually appealing way that makes it easy to understand performance indicators. \u003C/li>\u003C/ol>\u003Cp>By monitoring metrics, you can identify trends and opportunities for improvement and measure your strategies’ success. \u003C/p>\u003Cp>Business KPIs are quantifiable metrics that allow enterprises to track their progress toward specific goals. Some of the \u003Ca href=\"https://whatagraph.com/blog/articles/lead-generation-kpis\">best KPIs to track\u003C/a> include:\u003C/p>\u003Cul>\u003Cli>Revenue growth\u003C/li>\u003Cli>Website bounce rate\u003C/li>\u003Cli>Customer satisfaction\u003C/li>\u003Cli>Revenue per customer\u003C/li>\u003Cli>Conversion rate\u003C/li>\u003Cli>Profit margin  \u003C/li>\u003C/ul>\u003Cp>Historically, tracking and reporting metrics depended on manual inputs, but now you can use KPI dashboard software to automatically extract relevant metrics from your business data sources and visualize them as meaningful insights. \u003C/p>\u003Cp>But enough of the theory. Let’s see how the best KPI dashboard software solutions perform in practice.\u003C/p>\u003Ch2>Top 7 KPI Dashboard Software \u003C/h2>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Ca href=\"https://whatagraph.com/kpi-reporting-tool\">Whatagraph\u003C/a> is a marketing data platform for connecting, visualizing, and sharing marketing data that helps businesses pull data from over 45 sources to create engaging interactive dashboards.\u003C/p>\u003Cp>\u003Cstrong>What’s in the box?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No-code user environment\u003C/li>\u003Cli>Native integrations with popular marketing platforms\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/dashboard-builder\">Drag-and-drop dashboard builder\u003C/a>\u003C/li>\u003Cli>Beautiful pre-built dashboard templates\u003C/li>\u003Cli>Add, remove, or rearrange visualization widgets\u003C/li>\u003Cli>Personalize each dashboard you create with custom color and branding\u003C/li>\u003Cli>White-labeling feature — make every dashboard your own\u003C/li>\u003Cli>Automate scheduled sharing\u003C/li>\u003Cli>Easy \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">data transfers to Google BigQuery\u003C/a>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_dash_3f46b69708.png\" alt=\"Whatagraph dashboard example\">\u003C/p>\u003Cp>\u003Cstrong>Pricing plan\u003C/strong>:\u003C/p>\u003Cp>Whatagraph offers three pricing plans that are based on the number of users and data sources you want to connect. Transfers to a data warehouse are available at a flexible price, either as an addition to one of the pricing plans or as a standalone feature. \u003C/p>\u003Cp>\u003Cstrong>Who is Whatagraph for?\u003C/strong>\u003C/p>\u003Cp>As an all-in-one data, visualization, and analytics platform, Whatagraph is an \u003Ca href=\"https://whatagraph.com/small-business-dashboard\">excellent dashboarding choice for small businesses\u003C/a> whose staff don’t have the technical skills to connect sources and set up data transfers manually. Marketing agencies that serve multiple clients, each with diverse channels, and all enterprises who look to use data to make better decisions. \u003C/p>\u003Cp style=\"margin-left:0px;\">How about you try Whatagraph for 7 days for free? \u003C/p>\u003Cp style=\"margin-left:0px;\">\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a personalized walkthrough\u003C/a> to learn more about its features or \u003Ca href=\"https://live.whatagraph.com/auth/register\">request a free trial\u003C/a> today. \u003C/p>\u003Ch2>2. Klipfolio\u003C/h2>\u003Cp>Klipfolio is your ticket out of boring Excel spreadsheets that offer a dynamic platform for tracking KPIs and validating your business decisions. This platform has a ton of 4+ star reviews on reputable websites like Capterra, G2, and TrustRadius, which speaks to its reliability as a KPI dashboard software. \u003C/p>\u003Cp>\u003Cstrong>What’s in the box?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Ready-made metrics according to the type of your business\u003C/li>\u003Cli>Data modeler for importing, customizing, segmenting, and filtering data\u003C/li>\u003Cli>PowerMetrics function for exploring historical trends\u003C/li>\u003Cli>Download dashboards as PDF reports\u003C/li>\u003Cli>Set recurring business goals and threshold alerts for each KPI you track\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing model:\u003C/strong>\u003C/p>\u003Cp>This reporting software comes in four pricing plans based on the number of users, data services, dimensions, and date range window.\u003C/p>\u003Cp>\u003Cstrong>Who is Klipfolio for?\u003C/strong>\u003C/p>\u003Cp>Klipfolio has a free plan perfect for small businesses that need to track a handful of KPIs and need no more than two user accounts. However, if you are looking for something with pre-made templates, widgets, and easily customizable layouts, \u003Ca href=\"https://whatagraph.com/alternatives/klipfolio\">Whatagraph might be your option.\u003C/a> \u003C/p>\u003Ch2>3. InetSoft\u003C/h2>\u003Cp>InetSoft is a data analytics and business intelligence tool that offers KPI tracking and dashboards for various industries. It has revolutionized how organizations like WHO and NASA transform data sets into actionable intelligence. \u003C/p>\u003Cp>\u003Cstrong>What’s in the box?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Data Mashup for rapid conversion of data blocks into custom dashboards\u003C/li>\u003Cli>Iterative mashup and visualization tool for \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-kpi-dashboard\">building KPI dashboards\u003C/a>\u003C/li>\u003Cli>Seamless and easy-to-use self-service dashboards   \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing model:\u003C/strong>\u003C/p>\u003Cp>InetSoft has four pricing plans starting with a free online account for reporting on uploaded Excel and CSV files. \u003C/p>\u003Cp>\u003Cstrong>Who is InetSoft for?\u003C/strong>\u003C/p>\u003Cp>InetSoft has no focus on a single industry and can be used to meet needs across different markets like HR, SaaS, technology, banking, etc. \u003C/p>\u003Ch2>4. Mode\u003C/h2>\u003Cp>If you’re looking for a collaborative data platform that allows data analysts to combine SQL, Python, R, and visual analytics into a single platform, look no further than Mode. With a diverse user base, Mode gives your team members a powerful set of tools for growing your business with data-derived insights. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/mode_dash_c34a05bffa.png\" alt=\"Mode analytics dashboard example\">\u003Cbr>\u003Ca href=\"https://www.g2.com/products/mode-mode/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>What’s in the box?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Build charts in native formats and visualize SQL results\u003C/li>\u003Cli>Notebook feature for combined SQL, R, and Python analysis in the same app\u003C/li>\u003Cli>Helix data engine for navigating through data-heavy visualizations\u003C/li>\u003Cli>Visual Explorer for converting data into tables, graphs, and interactive charts\u003C/li>\u003Cli>Collaborative features for managing user access across the organization\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing model\u003C/strong>:\u003C/p>\u003Cp>Mode has three pricing plans, but neither prices nor actual features you get for individual plans show on the website. The pricing is available only after you schedule a 30-minute demo.\u003C/p>\u003Cp>\u003Cstrong>Who is Mode for?\u003C/strong>\u003C/p>\u003Cp>Both small and large companies can benefit from Mode’s collaborative function as it helps share insights across the organization. Due to its cross-application analysis, Mode is handy to teams that need to drill down for insights in siloed SQL and Python databases.\u003C/p>\u003Ch2>5. Datapad\u003C/h2>\u003Cp>Datapad is a great \u003Ca href=\"https://whatagraph.com/blog/articles/kpi-tools\">KPI reporting tool\u003C/a> for users who want to track their business metrics on mobile devices. The KPIs that you’re tracking aren’t performing as expected? Datapad mobile app sends you a notification so you can fix the problem immediately.\u003C/p>\u003Cp>\u003Cstrong>What’s in the box?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Data imports from multiple integrations, including Google Analytics, Shopify, Airtable, etc.\u003C/li>\u003Cli>Enter data manually, if needed\u003C/li>\u003Cli>Set goals for each KPI you track\u003C/li>\u003Cli>Chat with your team members in the dashboard’s comment section\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing model:\u003C/strong>\u003C/p>\u003Cp>Datapad is still in its beta phase, so it’s available for free to anyone who is willing to give user feedback so they can build an even greater product. \u003C/p>\u003Cp>\u003Cstrong>Who is Datapad for?\u003C/strong>\u003C/p>\u003Cp>Datapad is developed for business founders and managers who need a user-friendly business KPI dashboard on the go. Unfortunately, Datapad lacks many of the functionalities of more powerful data management software, so it might not be an ideal choice for everyone.\u003C/p>\u003Ch2>6. Tableau\u003C/h2>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/tableau-reporting-tools\">Tableau\u003C/a> is a dashboarding software that allows teams to analyze business data to solve problems and bottlenecks as well as help in decision-making. With more than 1,400 clients worldwide, Tableau has changed how many businesses use their data, especially after the pandemic. \u003C/p>\u003Cp>\u003Cstrong>What’s in the box?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Tableau Cloud for tracking prominent KPIs\u003C/li>\u003Cli>Tableau Desktop for easy access, data visualization, and analysis through a drag-and-drop interface.\u003C/li>\u003Cli>Custom metrics builder\u003C/li>\u003Cli>AI-driven predictive modeling\u003C/li>\u003Cli>Governed self-service analytics for exploring data in a risk-free zone\u003C/li>\u003Cli>Tableau Prep for faster data preparation\u003C/li>\u003Cli>Tableau Data Management for connecting data to customizable dashboards in minutes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing model\u003C/strong>:\u003C/p>\u003Cp>Three pricing plans are dubbed Viewer, Explorer, and Creator. Every Tableau deployment requires at least one Creator account. \u003C/p>\u003Cp>\u003Cstrong>Who is Tableau for?\u003C/strong>\u003C/p>\u003Cp>Tableau is a powerful data analytics and visualization platform that provides various options for organizations with complex data challenges. Data scientists and marketing agencies often use it for big data analytics. However, mastering Tableau requires a bit of a learning curve, which can prove challenging for less number-savvy marketers. \u003C/p>\u003Ch2>7. Zoho Analytics\u003C/h2>\u003Cp>Zoho Analytics allows businesses to prepare and analyze data to deliver deep insights or measure the impact of their campaigns. With more than 2 million users, Zoho is among the most popular self-service business dashboard platforms. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/zoho_crm_sales_dashboard_5266435b4f.png\" alt=\"Zoho crm sales dashboard example \">\u003C/p>\u003Cp>\u003Cstrong>What’s in the box?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Analyze data from over 250 sources\u003C/li>\u003Cli>Zoho DataPrep for self-service data preparation and data recycling\u003C/li>\u003Cli>Built-in dynamic visualization tool\u003C/li>\u003Cli>AI-powered data analysis\u003C/li>\u003Cli>Zoho Security protocol for complete data safety\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing model\u003C/strong>:\u003C/p>\u003Cp>Zoho Analytics has four cloud-based pricing plans based on the number of users and data rows, as well as analytical capabilities and customizations.\u003C/p>\u003Cp>\u003Cstrong>Who is Zoho Analytics for?\u003C/strong>\u003C/p>\u003Cp>With its wide space of pricing plans, from Basic to Enterprise, Zoho Analytics is a good choice for either small or medium-sized businesses. Small businesses can benefit from an affordable low-tier package, while enterprises can fit upper-pricing tiers that include the top level of service.   \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Using a KPI dashboard tool to track both business and individual KPIs is a great way to quickly see if your business is meeting its strategic goals and objectives and instantly identify areas where business performance can improve.   \u003C/p>\u003Cp>Looking at what each of these KPI dashboard software solutions offers is one thing, and using one another. So before you take your pick, we recommend you make the most out of the trial period and see what it feels like to use the platform. \u003C/p>\u003Cp>You can start with Whatagraph. \u003C/p>\u003Cp>Thanks to the quick setup workflow and the drag-and-drop dashboard builder, Whatagraph is unbelievably easy to learn. Connect your sources once, and the dashboard automatically refreshes with the latest data. \u003C/p>\u003Cp>No time to build a dashboard from scratch? \u003C/p>\u003Cp>Whatagraph has you covered with a library of \u003Ca href=\"https://whatagraph.com/dashboard-examples\">professionally-designed dashboard examples\u003C/a> for you to use.\u003C/p>\u003Cp>\u003Cbr>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Try Whatagraph for free today\u003C/a> and see how our dashboards can help your business reach its full potential. \u003C/p>","2023-06-05T15:34:02.743Z","2025-01-28T20:46:23.064Z","2023-06-05T15:43:00.387Z","2023-07-31",{"id":714,"title":715,"slug":716,"summary":717,"body":718,"read_time":270,"createdAt":719,"updatedAt":720,"publishedAt":721,"errors":31,"table_of_contents":32,"dateReorder":722},2292,"What is StackAdapt and How to Use It","what-is-stackadapt","\u003Cp>As more content is created for mobile, native content is becoming a multimillion-dollar industry. A Nielsen case study says that 42.2% of brand lift is generated by native ads among users. Judging by its effectiveness, native advertising is becoming as popular as traditional display advertising. StackAdapt is a native advertising platform designed specifically to help marketers create native content. \u003C/p>","\u003Ch2>What is StackAdapt? \u003C/h2>\u003Cp>StackAdapt is a self-serve advertising platform for distributing and promoting content using real-time, data-driven audience targeting. It allows users to create a variety of ad formats, including display, native, video, and \u003Ca href=\"https://www.appsflyer.com/resources/guides/connected-tv/\" target=\"_blank\" rel=\"noopener noreferrer\">connected TV advertisements\u003C/a>. \u003C/p>\u003Cp>Through data providers such as Acxiom and Bombara, StackAdapt can access third-party segments to target audiences by location, industry, job function, and title. \u003C/p>\u003Cp>Due to the size of their network, powerful targeting capabilities, and a variety of ad formats, StackAdapt allows advertisers to reach their audience while they’re browsing the internet on either desktop or mobile devices. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_06_12_at_17_13_26_3be02a5a81.png\" alt=\"stackadapt planning 2\">\u003C/p>\u003Cp>In a nutshell, an advertiser selects the targeting criteria, and the StackAdapt engine places the ads on the website your audience frequents most. In addition, you can do white-list placement where you select websites on which your ads appear. \u003C/p>\u003Cp>StackAdapt is an excellent choice for brands that are looking to increase sales and revenue at an efficient cost. \u003C/p>\u003Cp>Before we get to use examples, let’s explore the StackAdapt mechanics.\u003C/p>\u003Ch2>Three-pillars of programmatic advertising \u003C/h2>\u003Cp>As a demand-side platform (DSP) platform, StackAdapt is designed around three core pillars of \u003Ca href=\"https://setupad.com/blog/programmatic-display-advertising-explained/\" target=\"_blank\" rel=\"noopener noreferrer\">programmatic advertising\u003C/a>:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Planning\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Executing\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Analyzing \u003C/strong>\u003C/li>\u003C/ol>\u003Ch3>Plan campaigns\u003C/h3>\u003Cp>StackAdapt planning functionalities offer users tools for gaining insights into a campaign’s potential even before you launch it. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Creative studio\u003C/strong>: Creative collaboration platform where your team can match creative assets with campaign KPIs and create ads for optimal platform capabilities.\u003C/li>\u003Cli>\u003Cstrong>Planner\u003C/strong>: Evaluate data-driven campaign potential in real-time to identify the highest-value opportunities to reach customers across an optimal channel mix.\u003C/li>\u003Cli>\u003Cstrong>Ad previewer\u003C/strong>: Preview display, native, and video ads on desktop and mobile across 500+ publishers and 23 verticals. \u003C/li>\u003C/ul>\u003Ch3>Execute campaigns\u003C/h3>\u003Cp>Once the planning stage is done, you can proceed to execute your ad campaigns with:\u003C/p>\u003Cp>\u003Cstrong>Multi-Channel targeting\u003C/strong>: Serve a variety of ads to reach individuals across a range of media platforms and extract performance data with multi-channel targeting and tracking.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Stack_Adapt_c6e2258b3f.png\" alt=\"stackadapt targeting at different time of day\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Different ad content depending on the time of day\u003C/i>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Inventory and marketplaces\u003C/strong>: Gain access to scaled, high-quality supply across all of the channels where your audiences consume content.\u003C/li>\u003Cli>\u003Cstrong>Strategy tools\u003C/strong>: A suite of Strategy tools improves creative tactic capabilities while saving time that would otherwise be spent on creating multiple campaigns to execute multiple tactics. \u003C/li>\u003C/ul>\u003Ch3>Analyze campaigns\u003C/h3>\u003Cp>StackAdapt offers an industry-leading analysis engine for understanding the effects of your campaigns. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Machine learning and AI\u003C/strong>: Automate performance decisions so your campaign has a broader reach at scale. \u003C/li>\u003Cli>\u003Cstrong>Reporting\u003C/strong>: Native Whatagraph integration allows you to effortlessly bring data from StackAdapt an other marketing channels into one report.  \u003C/li>\u003Cli>\u003Cstrong>Actionable insights\u003C/strong>: Location-based intelligence partnerships to measure conversion contributions in the last mile of the journey.\u003C/li>\u003C/ul>\u003Ch2>Native ads vs. display ads\u003C/h2>\u003Cp>Before we dive into the specifics of using StackAdapt for getting in front of the target audience, let’s explain the difference between native ads and display ads, as we’ll be explaining the use scenarios for both. \u003C/p>\u003Cp>\u003Cstrong>Display ads\u003C/strong>, also known as banner ads, have a sort of veteran status, as they’ve been around pretty much since the advent of digital advertising. These ads are usually brightly colored and contain independent branding, which is consistent with the company displayed but in stark contrast to the website they appear on.  \u003C/p>\u003Cp>Banner ads used to be a primary marketing medium, while nowadays, they are used as part of a broader multichannel strategy. \u003C/p>\u003Cp>\u003Cstrong>Native ads\u003C/strong>, on the other hand, are designed to blend seamlessly with the platform where they appear. Facebook ads look like Facebook posts, Instagram ads look like Instagram posts, TikTok ads look like TikTok videos, etc. \u003C/p>\u003Cp>In other words, the visitor feels the native ads are part of the website they are viewing. \u003C/p>\u003Cp>Let’s compare the two ad types briefly:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Display Ads\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Native Ads\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Images and text that can be interactive.\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Static images and text.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Shape and size fit different locations on a web page.\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Recommended or branded content.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Stand out, as it’s clear they are promoting something.\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Blend seamlessly into site content and media format.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Best for raising awareness of a brand, product, or service. \u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">Best for educating your audience by offering answers they may be looking for. \u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch2>How to use StackAdapt — 4 use examples\u003C/h2>\u003Cp>Here are the four examples of how marketing teams can use StackAdapt to align their ad message with the audience’s intent. \u003C/p>\u003Cp>\u003Cstrong>1. Employ holistic targeting\u003C/strong>\u003C/p>\u003Cp>StackAdapt allows you to target the right customer, at the right time, on the right channels. Leverage native, display, video, CTV, audit, and in-game ads to reach individuals across mobile, desktop, tablet, TV, and video games. Marketers can lead users down the funnel to conversion by layering channels to align with the customer journey. \u003C/p>\u003Cp>For example, when visitors are browsing a website, reading articles, or collecting information, they don’t expect to see an ad to fill out a form. These people will likely be further up in the funnel, so bottom-funnel offers won’t do you much good here. Use StackAdapt to plan your lead generation campaign by leveraging top-funnel display ads. \u003C/p>\u003Cp>\u003Cstrong>2. Promote ungated content \u003C/strong>\u003C/p>\u003Cp>To make programmatic, and especially programmatic native successful, your pages should also provide ungated content. As an agency, you can recommend using StackAdapt to promote your client’s ungated content, such as landing pages, blog posts, and articles. \u003C/p>\u003Cp>Craft a short headline, description, and image with no text to blend the native ad into the publisher’s site. You can also use tracking parameters in the URL to segment the data for reporting. Because of the ways the purchase intent develops, programmatic is a mid-funnel strategy. This means that the user interaction with the brand should also be aligned with their intent — light and with a focus on relation-building, not too salesy. \u003C/p>\u003Cp>\u003Cstrong>3. Streamline ad campaigns\u003C/strong>\u003C/p>\u003Cp>Using the StackAdapt suite of Strategy tools, marketers are able to add more granularity to programmatic campaigns. You have the means to test hundreds of variants against your campaigns and optimize them for effectiveness. StackAdapt’s Bid Factoring workflow allows teams to define multiple bid tactics for each campaign and automatically serve the most relevant ad to audience segments. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_06_12_at_17_12_53_18fa8fbf14.png\" alt=\"stackadapt planning 1\">\u003C/p>\u003Cp>Whether you need quick access to common tasks or advanced features, the Campaign Editor allows you to bulk edit campaigns simultaneously and update details such as geotargeting, inventory, flight dates, budgets, and more.  \u003C/p>\u003Cp>\u003Cstrong>4. Speak to audience personas\u003C/strong>\u003C/p>\u003Cp>When it comes to native advertising and sponsored content, apart from buyer personas, you also need to be familiar with audience personas. When using StackAdapt to create native ads, it’s important to use audience personas instead of buyer personas, as they tend to be very different. For audience personas, your main concerns should be:\u003C/p>\u003Cul>\u003Cli>What are their demographic characteristics?\u003C/li>\u003Cli>What kind of lifestyles do they lead?\u003C/li>\u003Cli>What are their interests?\u003C/li>\u003Cli>What kind of language do they use?\u003C/li>\u003Cli>What topics would they be most interested in?\u003C/li>\u003C/ul>\u003Cp>The audience who is likely browsing a website is likely to be farther up in the funnel and not ready to make a purchase right away. Connect and engage with these visitors by providing educational native content first and information about your product or service last. \u003C/p>\u003Ch2>Analyzing StackAdapt data now made easier with Whatagraph\u003C/h2>\u003Cp>Naturally, such a capable advertising platform also demands an equally capable reporting solution. The good news is that \u003Ca href=\"https://whatagraph.com/integrations/stackadapt\">StackAdapt has native integration for Whatagraph\u003C/a>.\u003C/p>\u003Cp>What does that mean?\u003C/p>\u003Cp>It means that you can now connect your StackAdapt account to Whatagraph and visualize the performance of your client’s ad campaigns in reports and interactive dashboards. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2023_06_14_at_18_07_05_fec191b469.png\" alt=\"whatagraph stackadapt dashboard 1\">\u003C/p>\u003Cp>Share live dashboards with one click or export data to spreadsheet format for further analysis. \u003C/p>\u003Cp>Data extraction and visualization are fully automated, so you don’t need to log in to StackAdapt to capture your client’s data performance. \u003C/p>\u003Cp>Just connect StackAdapt to Whatagraph, and the data gets populated in seconds. Select a date range and a schedule that you want, and your clients will get their ad performance metric reports on time without skipping a beat. \u003C/p>\u003Cp>To make StackAdapt reporting easier, we created a beautiful StackAdapt template that you can use as a starting point or create your own report from scratch. \u003C/p>\u003Cp>You’d prefer a different arrangement of widgets in your report? Change them by drag-and-dropping, add new dimensions and metrics, remove the existing ones, or change the entire design of the report, including the colors, fonts, logos, and graphics. \u003C/p>\u003Cp>As with all Whatagraph reports and dashboards, you have the \u003Ca href=\"https://whatagraph.com/white-label\">white-label option\u003C/a>, which allows you to completely remove Whatagraph branding and monetize the report as your own. \u003C/p>\u003Cp>Another benefit of using StackAdapt with Whatagraph is that you can track and report the performance of your programmatic ad campaigns along with other marketing sources using the familiar Whatagraph’s drag-and-drop visualization.  \u003C/p>\u003Cp>This way, you not only save time by using a single platform to connect, visualize and share marketing data from all your sources but also offer your clients uniform and consistent reporting across all channels. \u003C/p>\u003Ch2>New to Whatagraph? \u003C/h2>\u003Cp>If you’re new to Whatagraph, you should know that apart from StackAdapt, we have over \u003Ca href=\"https://whatagraph.com/integrations\">\u003Cu>40 ready-made integrations\u003C/u>\u003C/a>, a custom API and \u003Ca href=\"https://whatagraph.com/integrations/bigquery\">BigQuery integration\u003C/a> to easily connect data from all sorts of marketing channels and other data sources.  \u003C/p>\u003Cp>And did you know that we also offer \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">code-free data transfer\u003C/a> to the Google BigQuery data warehouse?\u003C/p>\u003Cp>In just four steps, you can move your or your client’s data to the safety of a fully-managed cloud-based data warehouse and keep it safe from shifting platform policies or discontinued services. \u003C/p>\u003Cp>Apart from keeping your data safe, you can use our data transfer service to integrate data coming from different platforms, as well as analyze historical data beyond the capabilities of individual platforms.  \u003C/p>\u003Ch2>Final words\u003C/h2>\u003Cp>StackAdapt is a digital advertising platform that specializes in multi-channel paid ad solutions, including native, display, video, connected TV, audio, and in-game ads.  \u003C/p>\u003Cp>Marketers can use StackAdapt to automate ad campaigns by defining multiple bid tactics and previewing advertisements before launching them on specific domains. \u003C/p>\u003Cp>To report on the campaign’s success and keep clients in the loop, we suggest using Whatagraph. \u003C/p>\u003Cp>Why?\u003C/p>\u003Cul>\u003Cli>Because it’s easy to use,\u003C/li>\u003Cli>Has native integration with StackAdapt, and\u003C/li>\u003Cli>A Beautiful template that we designed specifically for StackAdapt reporting.\u003C/li>\u003C/ul>\u003Cp>Try out Whatagraph’s \u003Ca href=\"https://whatagraph.com/templates/stackadapt-dashboard\">StackAdapt dashboard template\u003C/a> and see for yourself how easily you can measure your digital ad campaign performance across multiple devices and channels. \u003C/p>","2023-06-15T07:05:11.142Z","2025-05-20T14:27:08.583Z","2023-06-15T11:01:23.637Z","2023-06-15",{"id":724,"title":725,"slug":726,"summary":727,"body":728,"read_time":12,"createdAt":729,"updatedAt":730,"publishedAt":731,"errors":31,"table_of_contents":32,"dateReorder":732},2293,"Universal Analytics vs. Google Analytics 4: Are You Ready for the Change?","universal-analytics-vs-google-analytics-4","\u003Cp>And it's about to happen. Google has been warning us that as of July 2023, Universal Analytics will have stopped collecting data, and all the new data will have gone straight to Google Analytics 4 (GA4). Unless you’ve created a GA4 property, Google even created one for you. \u003C/p>\u003Cp>But apparently, Universal Analytics is still much alive and kicking, but we never know for how much longer. This is the final call to all UA users to switch over to Google Analytics 4. So how does Universal Analytics vs. Google Analytics 4 stack?\u003C/p>","\u003Cp>The good news is that Google Analytics is a brand-new data platform with many improvements. However, there’s still some confusion about the differences and similarities between Google’s old analytics tool and the new one.\u003C/p>\u003Cp>Let’s clear that confusion up once and for all. In this article, we’ll compare GA4 vs. Universal Analytics, check out the new features, and finally, explain how to prevent data loss while migrating to GA4.\u003C/p>\u003Ch2>What is still similar between Universal Analytics and Google Analytics 4?\u003C/h2>\u003Ch4>Data and reporting features\u003C/h4>\u003Cp>Basically, everything you measure in UA, you can also measure in GA4, which includes running all the same reports. While there’s a common misconception that GA4 has more reporting options, many of them exist in UA as well, just hidden under different tabs.\u003C/p>\u003Ch4>Reporting interface\u003C/h4>\u003Cp>The interface of these two data analytics platforms is also similar. If you can navigate around your Universal Analytics account, there isn’t much of a learning curve for GA4. A few things are in different places. A couple of features may work a bit differently, but the design is the same for the most part.\u003C/p>\u003Ch4>Price\u003C/h4>\u003Cp>And finally, just like Universal Analytics, the standard version GA4 is completely free to use. But there’s also a premium enterprise version called GA4 360 that you need to pay for, with \u003Ca href=\"https://whatagraph.com/blog/articles/google-analytics-pricing\">the price based on usage\u003C/a>.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=marketing_data_warehouse\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_warehouse_banner_eadddd27dc.png\" alt=\"Easily build a marketing data warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch2>New features that Google Analytics 4 brings\u003C/h2>\u003Cp>Google Analytics 4 introduces many features that help users get more detailed and accurate insights into their customer data. Here are the key differences and improvements.\u003C/p>\u003Ch4>Event-based data tracking\u003C/h4>\u003Cp>The most significant difference between UA and GA4 is how they measure and model data.\u003C/p>\u003Cp>In Universal Analytics properties, data is grouped into sessions, which forms a base for reporting. A session is a group of user interactions with your website that take place within a given timeframe.\u003C/p>\u003Cp>During a session, UA collects and stores user interactions such as web page views, events, and eCommerce transactions as hits. A single session can contain multiple hits, depending on the user interactions.\u003C/p>\u003Cp>This session-based measurement model is adequate but often leaves gaps within data collection since it doesn't include social interactions such as video watches, clicks, etc.\u003C/p>\u003Cp>In GA4, on the other hand, each interaction is tracked as an event that you can analyze and measure in a much more flexible way using the available \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">\u003Cstrong>reporting software\u003C/strong>\u003C/a>.\u003C/p>\u003Cp>Events can collect and send pieces of information that more completely specify the actions the user takes or add more context to both the event and the user. This can include things like the value or purchase, the title of the page the user visited, or the user’s geo-location.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/event_based_tracking_GA_4_027d1bad4d.png\" alt=\"Event-based tracking in GA4\">\u003C/p>\u003Cp>\u003Ca href=\"https://support.google.com/analytics/answer/9322688?hl=en#zippy=%2Crealtime-report%2Cdebugview-report\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>In UA, \u003Ca href=\"https://whatagraph.com/blog/articles/which-kinds-of-hits-does-google-analytics-track\">different hit types\u003C/a> correspond to different types of data, where a hit is an interaction that a visitor has with your website or app. In GA4 properties, all hit types are observed as events.\u003C/p>\u003Cp>There are 4 event types in GA4:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>\u003Cstrong>Automatically collected events\u003C/strong>: Triggered by basic interactions when you install the GA4 code base. Examples: page_view, session_start, first_visit, etc.\u003C/li>\u003Cli>\u003Cstrong>Enhanced measurement events\u003C/strong>: Automatically collected and allow you to track engagement with your content. For example, you can use enhanced measurement events to see data related to scrolls, outbound clicks, site searches, video engagement, and file downloads. You can even manually disable some specific measurements in this event type.\u003C/li>\u003Cli>\u003Cstrong>Recommended events\u003C/strong>: Not automatically collected, but can help measure additional data and create more useful reports.\u003C/li>\u003Cli>\u003Cstrong>Custom events\u003C/strong>: Names and set parameters you define as unique to your business. Before you configure a custom event, make sure first to review the list of automatically collected, enhanced measurement, and recommended events to avoid duplicates.\u003C/li>\u003C/ol>\u003Cp>Universal Analytics also allows users to measure events like button clicks, and depth of scrolling, but it was only possible with the help of Google Tag Manager (GTM).\u003C/p>\u003Cp>In GA4, for recommended and custom event tracking you will still need GTM, while automatically collected events and enhanced measurement events can be measured only with GA4.\u003C/p>\u003Ch4>Data streams\u003C/h4>\u003Cp>In Universal Analytics, you have to create separate properties for your website and app, while each property is recommended to include 3 distinct views:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Unfiltered view\u003C/strong> — This is where you store all the raw data.\u003C/li>\u003Cli>\u003Cstrong>Test view\u003C/strong> — Where you add filters and run experiments.\u003C/li>\u003Cli>\u003Cstrong>Master view\u003C/strong> — Which gathers all the goals, filters, and other customizations you’ve tested in the test view.\u003C/li>\u003C/ol>\u003Cp>In GA4, everything is much more simplified. Every website or app you add is considered a data stream and can fall under one single property. A data stream is a data funnel that starts from a customer’s touchpoint to GA4. Each GA4 property can have up to 50 data streams.\u003C/p>\u003Ch4>Attribution\u003C/h4>\u003Cp>In December 2019, Google upgraded Universal Analytics with the Attribution Project tool, which gave users access to tools related to attribution and conversion.\u003C/p>\u003Cp>In GA4, there’s a section in the primary navigation called “Advertising”, which houses the same tools from the Attribution projects. However, these tools aren’t the only attributions that came with GA4. Now all users have access to Google’s data-driven attribution model that all GA4 properties now use as their default conversion model.\u003C/p>\u003Ch4>Machine learning\u003C/h4>\u003Cp>Data-savvy users are most excited about what Google Analytics 4 brings regarding machine learning. GA4 can actually help you predict what actions a user might take in the future.\u003C/p>\u003Cp>There are three predictive metrics in GA4 that might be interesting for marketers:\u003C/p>\u003Cp>\u003Cstrong>Purchase probability\u003C/strong>: The probability that a user who was active in the last 28 days will activate a specific conversion event in the next seven days.\u003C/p>\u003Cp>\u003Cstrong>Churn probability\u003C/strong>: The probability that a user who was active on your site or app within the last seven days will not be active in the next seven days.\u003C/p>\u003Cp>\u003Cstrong>Predicted revenue\u003C/strong>: The revenue from all purchase conversions within the next 28 days from an active user in the last 28 days.\u003C/p>\u003Ch4>Cookies and IP-less tracking\u003C/h4>\u003Cp>When designing GA4, Google has put much effort into making it as private as possible. Users can collect data on GA4 without using third-party cookies or collecting IP addresses.\u003C/p>\u003Cp>Instead of those, Google has decided to use first-party cookies alongside AI to fill in data gaps. This makes the platform compliant with major privacy laws, like GDPR and the California Consumer Privacy Act.\u003C/p>\u003Ch4>Mobile app data gathering\u003C/h4>\u003Cp>Another big change related to GA4 analytics is how easy it is to gather mobile app data alongside regular website tracking.\u003C/p>\u003Cp>To be honest, you can also do this in UA, but you need to create a separate Universal Analytics property.\u003C/p>\u003Cp>With GA4, everything is tracked in one platform, so you can get a more granular and comprehensive picture of how customers navigate your website.\u003C/p>\u003Ch4>New metrics\u003C/h4>\u003Cp>Among the new metrics that GA4 introduces, there’s one called “engagement rate”. It’s the percentage of “engaged sessions” — sessions that lasted longer than 10 seconds, had a conversion event, or had at least two pageviews or screen views. Following suit,  the average session duration in UA is now the average engagement time.\u003C/p>\u003Cp>Universal Analytics has the “bounce rate” metric — the percentage of single-page sessions without interaction with the page. A bounced session has a duration of 0 seconds.\u003C/p>\u003Cp>In this sense, “engagement rate” is more valuable than “bounce rate” for measuring the behavior of users who might have viewed a single page and left without taking any action. But remember that the “engagement rate” is not the opposite of the “bounce rate”.\u003C/p>\u003Ch4>Improved product integration\u003C/h4>\u003Cp>GA4 seamlessly integrates with a range of other Google products, such as Google Ads, Google Merchant Center, and BigQuery.\u003C/p>\u003Cp>For Google Ads, GA4 allows you to identify highly-engaged or high-value audiences and target them with a paid campaign. You can even see your Google Ads campaigns in the GA4 acquisitions report and import analytics conversions into your Google Ads account.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> was previously only accessible to users with GA 360 accounts. But now, the integration is free for all GA4 users and offers a \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\">multi-cloud serverless data warehouse\u003C/a> you can use to analyze historical data and keep your data safe from shifting policies of individual platforms.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=bigquery_warehouse\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bigquery_warehouse_banner_aaf3af0253.png\" alt=\"Store your data sets securely in a BigQuery warehouse with Whatagraph\">\u003C/a>\u003C/p>\u003Ch4>Customizable dashboards\u003C/h4>\u003Cp>In Universal Analytics, there isn’t much you could do to customize the report pages. GA4 allows users to rearrange data cards by clicking the customize report button.\u003C/p>\u003Ch4>User entity modeling\u003C/h4>\u003Cp>When a visitor lands on your website, they are most likely asked to consent to the cookies settings. Once they accept the terms, the website that is integrated with Universal Analytics sends the \u003Ca href=\"https://geonode.com/blog/what-are-http-cookies\" target=\"_blank\" rel=\"noopener noreferrer\">cookies into your web browser\u003C/a>, and they can record and monitor the visitor’s actions during a specific session.\u003C/p>\u003Cp>But nowadays, customers interact with businesses in more channels than just websites. People increasingly use apps and look for information on multiple platforms that don’t support cookies.\u003C/p>\u003Cp>So in this day and age, relying only on cookies makes it challenging to combine user behavior data from different touchpoints to get a big picture of all their interactions.\u003C/p>\u003Cp>Fortunately, GA4 brings new user entity \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-modeling/\">data modeling\u003C/a> that includes both cookies and Google signals. Now you can stitch the data together into a single cross-device user journey.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Google signals\u003C/strong>: Data from users who are signed in to Google. They can help fill the data gaps that are left by the lack of cookies.\u003C/li>\u003C/ul>\u003Ch4>GA4 search bar\u003C/h4>\u003Cp>Universal Analytics search feature allows you to look up some things, like reports and insights. For example, if you type “conversions” into the search bar, you get the most relevant conversion reports and the conversion insight tab.\u003C/p>\u003Cp>Now that looks weak compared to the intuitive search that GA4 brings. By clicking in the search box, you can already see your recent searches. Start typing a question, and Google suggests to complete it.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_search_bar_89a5fb6251.png\" alt=\"GA4 search bar\">\u003C/p>\u003Cp>\u003Ca href=\"https://support.google.com/analytics/answer/9357428?hl=en\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>Yes, you can ask real questions, such as: \u003Ci>how many more visitors than last week?\u003C/i> — and Google will answer directly in the search bar.\u003C/p>\u003Cp>You can even enter advanced queries that compare data ranges, such as how certain data compares from one period to another.\u003C/p>\u003Ch2>What features did GA4 drop from Universal Analytics?\u003C/h2>\u003Ch4>Monthly hit limits\u003C/h4>\u003Cp>In Universal Analytics, webmasters are limited to 10 million hits per property, 500 hits for each session, and 200,000 hits per user per day. At the moment, GA4 doesn’t impose such limits.\u003C/p>\u003Ch4>Spam referrals\u003C/h4>\u003Cp>This is another feature that hasn’t made it to the new web analytics platform. GA4 prevents spam by forcing all Measurement Protocol hits to have a secret key that filters out spam referrals before the platform records them.\u003C/p>\u003Ch4>Bounce rates\u003C/h4>\u003Cp>This metric is now omitted from the reports because Google chooses to take a more positive approach by focusing on user engagement rate. In the place of bounce rate, webmasters can track engaged sessions. So basically, in GA4, your site’s bounce rate is the percentage of sessions that weren’t engaged.\u003C/p>\u003Ch2>How to report on Google Analytics 4 data?\u003C/h2>\u003Cp>Universal Analytics is built as a comprehensive collection of standard reports. GA4, however, has far fewer standard reports and seems best suited to be used with custom reports or exporting data to another reporting software, such as Whatagraph.\u003C/p>\u003Cp>As an all-in-one platform to connect, visualize, and share digital marketing data, Whatagraph has \u003Ca href=\"https://whatagraph.com/integrations/ga4\">native integration with Google Analytics 4\u003C/a>, allowing users to export GA4 data to be visualized in engaging reports and dashboards.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/google-analytics-4-reporting-tool\">Whatagraph Google Analytics 4 reports\u003C/a> allow you to track, analyze and report on website and app events, traffic, and overall performance. You can either use our intuitive drag-and-drop report and dashboard builder or pick a template with pre-made widgets that cover page insights, impressions, reach, demographics, and more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_report_whatagraph_03c80cf505.png\" alt=\"Whatagraph's Google Analytics 4 report\">\u003C/p>\u003Cp>Each of the Whatagraph \u003Ca href=\"https://whatagraph.com/templates/google-analytics-4-report\">report or dashboard templates\u003C/a> can be fully customized, as you can add and remove widgets, create custom dimensions and metrics, as well as rearrange the layout of graphs, tables, and images. Whatagraph even allows you to track cross-channel campaigns from one place by combining metrics from multiple sources in a widget or table.\u003C/p>\u003Cp>You can customize your report or dashboard even more by changing the fonts, colors, and branding to match it more to your own, as well as altogether remove Whatagraph branding for a more professional look.\u003C/p>\u003Cp>Sharing your \u003Ca href=\"https://whatagraph.com/google-analytics-4-dashboard\">GA4 dashboards with Whatagraph\u003C/a> is easier than creating one. You can schedule emails with reports as PDF attachments or send your client a link to an interactive report or dashboard.\u003C/p>\u003Ch2>How to migrate your data from UA to Google Analytics 4 safely?\u003C/h2>\u003Cp>If you didn’t do it yourself, Google has already created a GA4 property for you. But what is to happen with all your historical data in Universal Analytics?\u003C/p>\u003Ch4>A 12-months deadline\u003C/h4>\u003Cp>The data will be there for 12 more months, and after that, it will be gone. There’ll be no way to retrieve it or export it.\u003C/p>\u003Cp>The safest way to keep all your historical UA data is to export it to a data warehouse. This way, you’ll be able to access it at any time, even after the expiry deadline.\u003C/p>\u003Cp>Problem solved!\u003C/p>\u003Cp>But there’s another issue with Google Analytics 4 — the historical data retention limit.\u003C/p>\u003Ch4>GA4 data retention limit\u003C/h4>\u003Cp>While in Universal Analytics, you can store data indefinitely and never be concerned about it expiring, GA4 allows you to store data for a maximum of 14 months. After that period, your data will be deprecated.\u003C/p>\u003Cp>So how to bypass this limit?\u003C/p>\u003Cp>Start moving your new GA4 data to a data warehouse such as BigQuery as well to keep it safe from deprecation.\u003C/p>\u003Cp>Another problem solved by data warehousing!\u003C/p>\u003Ch4>GA4 reporting data limitations\u003C/h4>\u003Cp>Still, there’s one more data limitation that comes with Google Analytics 4. Whether you use a basic reporting tool like \u003Ca href=\"https://whatagraph.com/alternatives/google-data-studio\">Looker Studio\u003C/a> or a powerful data platform like Whatagraph, clients may require lots of data in their reports.\u003C/p>\u003Cp>The problem is that Google Analytics 4 allows you to make only up to 50,000 requests per project per day and 10,000 requests per profile per day. If you decide to include a larger date range, you’ll hit the wall.\u003C/p>\u003Cp>How to solve this?\u003C/p>\u003Cp>Again, by moving all your GA4 data to a data warehouse. While Google Analytics 4 has \u003Ca href=\"https://whatagraph.com/blog/articles/google-analytics-4-api-limits\">multiple challenges\u003C/a> when querying large datasets, Google BigQuery has absolutely no limitations in terms of how much data you can fetch and what date range you select.\u003C/p>\u003Cp>But isn’t moving data to BigQuery on a regular basis too complicated?\u003C/p>\u003Cp>Not if you:\u003C/p>\u003Ch2>Use Whatagraph data transfer\u003C/h2>\u003Cp>Whatagraph offers a no-code way to move data from multiple sources, including \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery/google-analytics-4\">Google Analytics 4 to Google BigQuery\u003C/a> so that even a non-technical user can do it without ticketing a data engineer every time.\u003C/p>\u003Cp>Our data transfers are simple and safe to run in just four steps:\u003C/p>\u003Col>\u003Cli>Connect the destination\u003C/li>\u003Cli>Choose the integration\u003C/li>\u003Cli>Set the schema\u003C/li>\u003Cli>Schedule the transfer\u003C/li>\u003C/ol>\u003Cp>Once you create a transfer, you can automate the process by scheduling when and how often you want to load your data. This way, your storage refreshes automatically without your intervention.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_bigquery_source_37bb01846f.png\" alt=\"Whatagraph's data transfer to Google BigQuery\">\u003C/p>\u003Cp>And when you need to report on Google Analytics 4 data stored in your BigQuery warehouse, just use Whatagraph’s visualization feature to create \u003Ca href=\"https://whatagraph.com/blog/articles/google-analytics-4-reporting\">a GA4 or cross-channel report\u003C/a> or dashboard without date range limitations.\u003C/p>\u003Ch2>FAQ\u003C/h2>\u003Cp>\u003Cstrong>Is Google Analytics 4 better than Universal Analytics?\u003C/strong>\u003C/p>\u003Cp>Yes, Google Analytics 4 is better than Universal Analytics in many areas, as it offers a lot of new functionalities and improved features. GA4 supports cross-device reporting and helps business owners model future transactions.\u003C/p>\u003Cp>\u003Cstrong>Should I upgrade to Google Analytics 4?\u003C/strong>\u003C/p>\u003Cp>Yes, you should upgrade to Google Analytics 4. Especially now that Universal Analytics can stop collecting data any moment, it’s not a question of “should you” but “when”. And the answer is sooner, the better, as your historical data won’t be on your Google Analytics property forever.\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>We hope this Universal Analytics vs. Google Analytics 4 guide gives you a better understanding of what GA4 is and how it’s different from soon-to-be discontinued Universal Analytics.\u003C/p>\u003Cp>The number of new features that give you more granular insights into your data might just sweeten the deal and urge you to migrate to GA4 sooner than later.\u003C/p>\u003Cp>The good news is that if you use Whatagraph to report on Universal Analytics data, you can also use it to report on GA4 data — now with more metrics and cross-channel data blending!\u003C/p>\u003Cp>Feel free to try our \u003Ca href=\"https://live.whatagraph.com/shared-template/x9plvrO2Qnz61gNe1jR54Y83qLjGe7XZ\">Google Analytics 4 template\u003C/a> and see how it can automate your GA4 reporting.\u003C/p>\u003Cp>And if you’re still unsure how to safely migrate your data from Universal Analytics to Google Analytics 4, please \u003Ca href=\"https://whatagraph.com/webinars/moving-from-universal-analytics-to-google-analytics-4-why-your-data-is-in-danger-and-how-to-save-it\">watch our webinar\u003C/a> and hear it from our product experts.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery?utm_source=blog&utm_medium=blog_CTA&utm_campaign=data_transfer\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_simple_steps_banner_493730bba8.png\" alt=\"Try Whatagraph and transfer data to a warehouse in 4 simple steps\">\u003C/a>\u003C/p>","2023-07-18T10:24:39.636Z","2025-05-23T12:43:58.360Z","2023-07-18T23:27:31.994Z","2023-07-18",{"id":734,"title":735,"slug":736,"summary":737,"body":738,"read_time":270,"createdAt":739,"updatedAt":740,"publishedAt":741,"errors":31,"table_of_contents":32,"dateReorder":742},2294,"9 Management Dashboard Types and Uses","management-dashboard","\u003Cp>A management dashboard is a decision-making document that gives managers a bird’s eye view of an organization’s performance, which can be zoomed down into detail. It helps understand and remove performance bottlenecks, develop remedial actions, and even predict future performance.\u003C/p>","\u003Ch2>What is a management dashboard?\u003C/h2>\u003Cp>The management dashboard is an umbrella term for a range of data-connecting, visualization, and sharing tools that report on all important business key performance indicators (KPIs) in one place. Management dashboards that are shared with company executives up to the C-level have an easy-to-read format so that everyone involved can understand the goals, metrics, KPIs, and action items that are presented.\u003C/p>\u003Cp>These dashboards can include graphs, images, tables, numeric fields, data from case studies, or any combination of these elements.\u003C/p>\u003Cp>Using a management dashboard, teams or managers can gauge performance and efficiency that highlight the key areas of the company’s activity, such as administration, development, marketing, sales, purchase, production, and others.\u003C/p>\u003Cp>Unlike performance reviews that tend to happen less frequently, a management dashboard can help managers identify performance issues as they occur. This gives managers virtually a real-time reaction capability for getting quickly to the root of the problems and providing guidance to team members who are struggling.\u003C/p>\u003Cp>Conversely, management dashboards help management make data-driven decisions on future business goals.\u003C/p>\u003Ch2>9 management dashboard types\u003C/h2>\u003Cp>Let’s introduce the nine essential \u003Ca href=\"https://whatagraph.com/dashboard-examples\">management dashboard examples\u003C/a> and explain how each can help you optimize management reporting and automate your workflow.\u003C/p>\u003Ch3>1. Project dashboard\u003C/h3>\u003Cp>A project dashboard highlights the important KPIs and the progress that your team makes. It’s a powerful project management tool you can use to visualize and share key metrics, statistics, and insights deriving from a particular project.\u003C/p>\u003Cp>Project management dashboard allows you to segment those KPIs by an individual or team to monitor task status based on particular individuals or departments. Connect your favorite sales and marketing tools with Whatagraph to track the project status and progress in real-time from one place.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/project_dashboard_whatagraph_8ae31e6f41.png\" alt=\"Whatagraph project dashboard\">\u003C/p>\u003Cp>You can further customize our project dashboard so it contains only the essential progress metrics.\u003C/p>\u003Cp>However, companies aside, Whatagraph’s project dashboard software is often used by marketing agencies to monitor the performance of multiple marketing campaigns they run for their clients. This way, they can create comprehensive project reports.\u003C/p>\u003Ch3>2. CMO dashboard\u003C/h3>\u003Cp>Digital marketing relies on multiple platforms — social media, SEO, paid ads, email automation, and others. As a CMO, you need to know at any time whether the digital marketing efforts are paying off and generating a positive return on marketing investment (ROMI).\u003C/p>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/cmo-dashboard\">CMO dashboard\u003C/a> can help you connect data from multiple marketing platforms and visualize the \u003Ca href=\"https://whatagraph.com/blog/articles/kpis-digital-marketing\">vital marketing KPIs\u003C/a>.\u003C/p>\u003Cp>No need to rely on unwieldy Excel spreadsheets to stay in the loop with all the marketing performance. A one-stop-shop CMO marketing dashboard will improve and speed up your decision-making.\u003C/p>\u003Cp>If you like to customize your CMO reports, you’ve come to the right place. Upload your logo, use your own color scheme, add pre-made widgets and drag-and-drop metrics you want to see.\u003C/p>\u003Cp>Any dashboard you create, you can share with other stakeholders in your company by forwarding a live link.\u003C/p>\u003Ch3>3. Business dashboard\u003C/h3>\u003Cp>A business dashboard lets you make informed business decisions quickly by aggregating data from multiple marketing channels and visualizing it in real-time.\u003C/p>\u003Cp>You can monitor the number of sales, revenue, profit margins, and profit that your business generates as tables, graphs, or charts. Such a visual approach to business data gives you excellent visibility into your business KPIs and performance metrics.\u003C/p>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/business-dashboard\">business dashboard\u003C/a> gives you an instant view of your customer retention rates, budgeting, and customer satisfaction based on real-time data.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/business_dashboard_whatagraph_b6d2114f11.png\" alt=\"Whatagraph business dashboard\">\u003C/p>\u003Cp>Keep the board of investors and other stakeholders informed by sharing a live link to your business dashboard instead of manually sending a report each week, month, etc.\u003C/p>\u003Ch3>4. SaaS dashboard\u003C/h3>\u003Cp>A SaaS dashboard is an essential business tool for founders to analyze their \u003Ca href=\"https://spdload.com/blog/best-saas-startup-ideas/\" target=\"_blank\" rel=\"noopener noreferrer\">SaaS business ideas\u003C/a> because it consolidates and visualizes the most critical SaaS metrics like monthly recurring revenue (MRR), customer acquisition cost (CAC), loan to value (LTV), customer lifetime value (CLV), and target revenue (TR) and all the other metrics you need to watch out for.\u003C/p>\u003Cp>Whatagraph is capable of connecting and pulling data from any of your marketing, web analytics, PPC, and CRM platforms and transforming it into actionable \u003Ca href=\"https://whatagraph.com/saas-dashboard\">SaaS dashboards\u003C/a>.\u003C/p>\u003Cp>If you need to know how each individual marketing channel is reporting, launch a Whatagraph dashboard and see which channels are better at driving new customers, where your CAC is going, what’s causing churn, and where to focus on improving the overall performance.\u003C/p>\u003Ch3>5. Startup dashboard\u003C/h3>\u003Cp>A startup dashboard can dramatically impact the performance of your venture right from the very start by enabling \u003Ca href=\"https://whatagraph.com/blog/articles/data-tracking\">accurate data tracking\u003C/a> and improving collaboration within your organization.\u003C/p>\u003Cp>When you can blend data from any of over 45+ different marketing tools, you’re getting an early big-picture view of what channels are pulling your startup forward.\u003C/p>\u003Cp>With Whatagraph’s \u003Ca href=\"https://whatagraph.com/startup-dashboard\">startup dashboard\u003C/a>, you can easily collect the most recent metrics from the platforms your business is associated with and have them delivered as visualizations and tables in real time. Add a couple of goal-tracking widgets, and you have an instant way to assess your progress.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/startup_dashboard_whatagraph_d3f2725b46.png\" alt=\"Whatagraph startup dashboard\">\u003C/p>\u003Cp>Explore our dashboard template and choose from a variety of pre-made widgets for different use cases, bar graphs, tables, pie charts, timelines, funnels, and pipelines.\u003C/p>\u003Ch3>6. CEO dashboard\u003C/h3>\u003Cp>Whatever marketing strategy your business uses — paid ads, social media, or SEO — a CEO needs to know if the campaigns are paying off. A CEO dashboard will help you understand what impacts your ROMI, as well as track vital KPIs and metrics in real time from one place.\u003C/p>\u003Cp>For you as a CEO, it means a lot of you can see the relevant data from one location, as it speeds up the decision making and shortens the information transfer channel.\u003C/p>\u003Cp>Whatagraph can help you tie all those critical data points in a \u003Ca href=\"https://whatagraph.com/ceo-dashboard\">single CEO dashboard\u003C/a> so your executive team can view and share the latest performance reports more effectively.\u003C/p>\u003Ch3>7. Sales performance dashboard\u003C/h3>\u003Cp>A sales performance dashboard is an invaluable tool for minimizing and even eliminating roadblocks that stand between your business and growth. With this type of dashboard up and running, your sales performance metrics.\u003C/p>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/sales-performance-dashboard\">sales performance dashboard\u003C/a> easily sends time-consuming spreadsheets into early retirement. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/sales_performance_dashboard_whatagraph_77b7cfa32b.png\" alt=\"Sales performance dashboard\">\u003C/p>\u003Cp>With native integration to Google Analytics, Google Search Console, Facebook Ads, HubSpot, Salesforce, and over 40 other platforms, it allows you to track and analyze sales metrics and identify the top-performing marketing channels.\u003C/p>\u003Cp>Once you connect \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-sources\">the desired data sources\u003C/a>, use a pre-made sales performance dashboard template or use our \u003Ca href=\"https://whatagraph.com/dashboard-builder\">drag-and-drop dashboard builder\u003C/a> to create one from scratch yourself.\u003C/p>\u003Ch3>8. Small business dashboard\u003C/h3>\u003Cp>A small business dashboard can significantly increase your “line of sight” and positively impact your venture by establishing accurate data tracking and effective collaboration within an organization.\u003C/p>\u003Cp>When you have a single place to report from on all your essential business analytics, it’s easy to keep everyone on the same page but also dig into more granular data for individual teams.\u003C/p>\u003Cp>And Whatagraph’s \u003Ca href=\"https://whatagraph.com/small-business-dashboard\">small business dashboard\u003C/a> does just that — shows you what marketing campaigns are performing the best, how the product sales are going, and what is the budget expenditure — all in one location.\u003C/p>\u003Cp>When you have an all-in-one marketing data platform handling your \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data\">marketing data\u003C/a>, you can spend more time focusing on your business. The relevant metrics are automatically pulled from the business tools to give you a comprehensive overview of your business performance.\u003C/p>\u003Ch3>9. Financial dashboard\u003C/h3>\u003Cp>When you work in finance or are in charge of a company’s financial assets, you likely have large amounts of important data to review and report on.\u003C/p>\u003Cp>And whoever’s done it knows how overwhelming it can get to keep track of revenue, income, assets, working capital, and other financial KPIs.\u003C/p>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/financial-dashboard\">financial dashboard\u003C/a> can make these tasks not just bearable but also enjoyable, especially if you use Whatagraph’s visualization feature.\u003C/p>\u003Cp>Whatagraph is a simple but powerful platform to connect, visualize, and share data that can improve decision making of your financial department.\u003C/p>\u003Cp>By blending information from multiple business systems such as Shopify, \u003Ca href=\"https://whatagraph.com/integrations/simplifi\">Simplifi\u003C/a>, Klaviyo, HubSpot, and WooCommerce with analytics platforms and social media into one financial KPI dashboard, Whatagraph can deliver a big-picture view into the financial health of your company.\u003C/p>\u003Ch2>FAQs\u003C/h2>\u003Ch3>What is dashboard management?\u003C/h3>\u003Cp>Dashboard management is the process of identifying, monitoring, and prioritizing important business KPIs using a digital dashboard. Management dashboards are visual software tools that connect and display scattered KPIs, so you don’t need to identify, measure, and report them individually.\u003C/p>\u003Ch3>How many charts should a dashboard have?\u003C/h3>\u003Cp>You should create your dashboards with two chart types at least. According to user experience feedback, the dashboard with three charts is the second most popular type.\u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Fresh and accurate data is at the core of decision making across the departments in any organization looking to keep moving forwards.\u003C/p>\u003Cp>This is why managers, stakeholders, and decision-makers need a single place to gauge performance, analyze trends, remove roadblocks, and, no less importantly, plan future steps.\u003C/p>\u003Cp>A detailed management dashboard is a tool for the job — especially if it’s easy to use and share, like Whatagraph.\u003C/p>\u003Cp>Whatagraph allows you to set up a management dashboard and start collecting data from all your business platforms and visualize it through pre-made or custom widgets.\u003C/p>\u003Cp>You can either select one from our \u003Ca href=\"https://whatagraph.com/templates\">library of templates\u003C/a> or create one from scratch using our intuitive drag-and-drop dashboard builder.\u003C/p>\u003Cp>And if one of your business tools is not among our integrations yet, you can always use a custom API or export the data to Google Sheets or BigQuery and visualize it from there.\u003C/p>\u003Cp>Finally, you can share your dashboard just as easily, by sending a live link so all the decision-makers involved can be on the same page all the time.\u003C/p>\u003Cp>So if you’re looking for a one-stop-shop management dashboard, \u003Ca href=\"https://live.whatagraph.com/auth/register\">sign up for a free trial\u003C/a> and pick a management dashboard that can really help you grow your business. \u003C/p>","2023-07-26T11:36:45.611Z","2024-12-27T15:01:10.333Z","2023-07-26T11:44:32.830Z","2023-07-26",{"id":744,"title":745,"slug":746,"summary":747,"body":748,"read_time":50,"createdAt":749,"updatedAt":750,"publishedAt":749,"errors":510,"table_of_contents":32,"dateReorder":712},1917,"What Is KPI Tracking? How to Optimize It to Get More Insights From Your Data","kpi-tracking","\u003Cp>KPI tracking is the secret tool behind the success of millions of data-driven leaders and organizations. If you’d like to know what methods and tools are best for measuring your key performance indicators, you’ve come to the right place.\u003C/p>","\u003Cp>You can track KPIs in many ways — using Google or Excel sheets, Google Analytics, or by building a cross-channel KPI dashboard using a dedicated data platform. \u003C/p>\u003Cp>Let’s start by explaining KPI tracking and why it is essential for agencies and businesses. \u003C/p>\u003Ch2>What is KPI tracking?\u003C/h2>\u003Cp>KPI tracking is the process of monitoring the changes in KPI trends over a time period to understand how your or your client’s business is performing. \u003C/p>\u003Cp>It includes capturing data and converting it into useful metrics to measure the progress against specific goals and objectives over time. \u003C/p>\u003Cp>By using visual innovations like KPI reports and \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-kpi-dashboard\">KPI dashboards\u003C/a>, managers can uncover more significant insights than ever possible, giving your organization an edge over the competition. These reports often include different graphs and charts, which make it easier to understand how your improvements affect the KPIs. \u003C/p>\u003Cp>Yet, there’s no specific rule for what KPIs you should track and for how long. These decisions depend on your company’s objectives and goals. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/business_dashboard_bcce76f3ed.png\" alt=\"Whatagraph business dashboard\">\u003C/p>\u003Cp>For example, KPIs that reflect your company’s long-term growth, such as annual revenue, net profit, or employee tenure, should be tracked yearly. This way, they can compare the current with historical data and predict future trends more quickly.\u003C/p>\u003Cp>On the other hand, some KPIs like conversion rate, customer retention rate, or churn provide better insights when compared every month, so you can adjust your strategies in real-time without impacting the long-term goals.  \u003C/p>\u003Cp>But in what ways can KPI tracking make your decision-making more efficient?\u003C/p>\u003Ch2>6 benefits of tracking the right KPIs?\u003C/h2>\u003Cp>Now that we explored the practical definition of KPI tracking let’s dive into performance-boosting benefits. \u003C/p>\u003Cp>When you use KPI tracking dashboard software and choose metrics relevant to your business goals, you make more informed decisions, translating into better customer satisfaction and a higher profit margin. \u003C/p>\u003Cp>So what are the benefits of tracking the important KPIs?\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>\u003Cstrong>Business intelligence\u003C/strong>: Making data-driven decisions all the time is the key element of winning on today’s digital battlefield. Measuring the important metrics empowers you to develop your business strategy to save time and money while launching innovations that make your company stand out. \u003C/li>\u003Cli>\u003Cstrong>Innovation\u003C/strong>: Choosing the right \u003Ca href=\"https://whatagraph.com/blog/articles/kpi-dashboard-software\">KPI tracking software\u003C/a> allows you to identify trends and patterns that would otherwise remain hidden. When you achieve this, you can unlock creative thinking that fosters innovation throughout the business. And when a company can innovate, it becomes a thought leader in the field, boosting brand awareness and building trust.  \u003C/li>\u003Cli>\u003Cstrong>Communication\u003C/strong>: KPI reports and dashboards are usually very visual and engaging, which makes them easy to review and understand. This significantly improves the communication between departments, which can use the reports as a single source of truth.  \u003C/li>\u003Cli>\u003Cstrong>Benchmarking\u003C/strong>: Another powerful benefit of KPI tracking is the ability to benchmark. Tracking KPIs allows you to set goals and benchmarks based on real-time data. When you can set intelligent goals for your organization, you can evolve, scale, refine your core processes, and become more flexible to change. \u003C/li>\u003Cli>\u003Cstrong>Consistency\u003C/strong>: With the right indicators to guide you to your strategic goals, you can keep moving forward at a steady pace. Accurate benchmarks pave the way to continual improvement, and when supported by a capable KPI monitoring software, your pace can even speed up.  \u003C/li>\u003Cli>\u003Cstrong>Motivation\u003C/strong>: By presenting your team members and stakeholders with a KPI dashboard to set attainable goals, you can motivate them to streamline their processes, increasing their productivity and motivation. \u003C/li>\u003C/ol>\u003Ch2>How to track KPIs?\u003C/h2>\u003Cp>We’ve just outlined the essential benefits of KPI tracking, so let’s see how to do it. Here are our tips and tricks for best KPI tracking practices. \u003C/p>\u003Ch3>1. Set your business goals\u003C/h3>\u003Cp>The first thing to do is to define the goals for your business. Because, what works for another company, needn’t necessarily work for you. You need realistic business objectives to help you monitor whether your company is growing according to plan. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_visualization2_d591665465.png\" alt=\"Whatagraph visualization element\">\u003Cbr>And once you have the high-level goals in place, you should define specific goals for each team. This way, you’ll be able to choose the right KPIs to measure the progress of each department. \u003C/p>\u003Ch3>2. Identify your audience \u003C/h3>\u003Cp>With your business goals in place, you’re closer to comprehensive KPI monitoring, and the next thing to consider is — \u003Ci>Who will be looking into your KPI dashboard\u003C/i>? To answer this, you can ask yourself:\u003C/p>\u003Cul>\u003Cli>What data is important for these people?\u003C/li>\u003Cli>How often do they need to check it?\u003C/li>\u003Cli>Are the KPIs you chose providing enough context?\u003C/li>\u003C/ul>\u003Ch3>3. Get SMARTER\u003C/h3>\u003Cp>With clear business goals and audience in check, you must choose the KPIs you want to track to achieve those goals. The business intelligence industry recommends following the SMARTER practice when setting KPIs for your goals:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>S\u003C/strong>pecific – e.g. Increase organic traffic.\u003C/li>\u003Cli>\u003Cstrong>M\u003C/strong>easurable – e.g. Increase unique site visits by 25%\u003C/li>\u003Cli>\u003Cstrong>A\u003C/strong>ttainable – e.g. Is a 25% increase realistic? \u003C/li>\u003Cli>\u003Cstrong>R\u003C/strong>elevant –e.g. Organic traffic is a relevant key driver of new opportunities. \u003C/li>\u003Cli>\u003Cstrong>T\u003C/strong>imely – e.g. We will measure the process over three months.\u003C/li>\u003Cli>\u003Cstrong>E\u003C/strong>valuate – e.g.  Is organic traffic increasing as we go through the process?\u003C/li>\u003Cli>\u003Cstrong>R\u003C/strong>eadjust – e.g. Is the number of blogs achievable for the content team? \u003C/li>\u003C/ul>\u003Cp>Setting SMARTER goals means clarifying your thoughts and ideas, focusing your efforts, using your resources and time productively, and raising your chances of achieving your goals.\u003C/p>\u003Cp>The acronym SMART was first mentioned in 1981 when the consultant George Duran published a paper titled: \u003Ca href=\"https://community.mis.temple.edu/mis0855002fall2015/files/2015/10/S.M.A.R.T-Way-Management-Review.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">\"There is a S.M.A.R.T. way to write management goals and objectives.\"\u003C/a> The E and R steps were added as an improvement of the practice. \u003C/p>\u003Ch3>4. Combine real-time and historical data\u003C/h3>\u003Cp>The right mix of real-time and historical data will help you get a whole picture from your KPIs. You can spot trends and compare performance over time through historical insights to see if it’s improving. On the other hand, real-time insights will give you insight into your current situation, helping you spot any issues before they become problems. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/crosschannel_dashboard_ce56414e6a.png\" alt=\"Whatagraph crosschannel dashboard\">\u003Cbr>\u003Cbr>As an all-in-one platform to connect, visualize and share marketing data, Whatagraph can quickly become your tool of choice for combining KPIs from all your data sources. \u003C/p>\u003Cp>Whatagraph has a user-friendly \u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">cross-channel marketing data visualization\u003C/a>, which means you can connect data from multiple platforms into one KPI dashboard for consolidated insights. What is more, Whatagraph offers easy transfers to \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\">a data warehouse\u003C/a>, which secures historical insights from your data, even if the platform you used to collect it gets discontinued or changes its policy. Yes, \u003Ca href=\"https://whatagraph.com/blog/articles/universal-analytics-vs-google-analytics-4\">Universal Analytics\u003C/a>, it’s you I’m talking about.   \u003C/p>\u003Ch3>5. Use the right visualizations\u003C/h3>\u003Cp>Now, you need to select the correct type of visualization. There are different types of performance tracking reports and dashboards to visualize your data, so you should pick one that makes the analysis process more interactive and easy to perform by non-technical users. \u003C/p>\u003Cp>Whatagraph offers a selection of engaging visual reports that you can use to track the performance of your business, but we recommend you start with our \u003Ca href=\"https://whatagraph.com/kpi-reporting-tool\">cross-channel KPI report\u003C/a>. \u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_visualization1_a8f67765e4.png\" alt=\"Whatagraph visualization element\">\u003Cbr>This report lets you track all your performance KPIs in one location. Simply connect the sources and deliver accurate insights and KPIs in just a few clicks. Whatagraph effectively automates your KPI tracking and increases the effectiveness of your business decisions. \u003C/p>\u003Ch3>6. Make a difference between KPIs and metrics\u003C/h3>\u003Cp>Key performance indicators and metrics are terms used when talking about progress and performance in data analytics, but we must make a distinction between the two. \u003C/p>\u003Cp>KPIs measure performance or progress based on specific business goals and objectives. The word “key” here means they only track what’s necessary for the company’s strategic initiatives. \u003C/p>\u003Cp>A good KPI helps you understand whether you’re making the right decisions. They are a map to business goals and indicate whether your company is moving forward. Some KPI examples are sales growth, revenue growth, customer lifetime value, and retention. \u003C/p>\u003Cp>Metrics are numeric measurements used to quantify the performance of specific business processes at an operational level. They provide more context to the performance of essential business goals but are not as critical to success as KPIs are. \u003C/p>\u003Cp>Although not the most important indicators for monitoring strategic actions, metrics are used to inform marketing teams or business leaders about the overall performance of different areas. Examples include the lead-to-conversion ratio, return rate, cash flow, and acquisition cost by marketing channel. \u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\"> \u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>KPIs\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Metrics\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Measure:\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">key business goals\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">specific business processes\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Perspective:\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">high-level\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">low-level\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Relevance:\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">all departments\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">specific departments\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">\u003Cstrong>Use:\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">strategic decision-making\u003C/td>\u003Ctd style=\"border:1pt solid rgb(0, 0, 0);padding:5pt;vertical-align:top;\">operational decision-making\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>Understanding the differences between these two will help you get the maximum value from your KPI monitoring dashboard. \u003C/p>\u003Ch3>7. Set KPI targets\u003C/h3>\u003Cp>Setting the right goals and targets is essential for the success of effective KPI tracking. Assess your current situation in all relevant areas. You can also look into your competitors’ performance and run market research to help you set realistic benchmarks that can lead you to continual progress. When setting up the KPI targets, include both short-term and long-term goals. \u003C/p>\u003Ch3>8. Choose cohesive groups of KPIs\u003C/h3>\u003Cp>You might have noticed that different KPI tracking dashboards are already preloaded with KPIs that work as one to measure progress in specific business areas. Also, your visualizations should complement one another. For example, you may include KPIs like customer acquisition cost (CAC), click-through rates, and cost-per-click in one dashboard to track \u003Ca href=\"https://whatagraph.com/blog/articles/kpis-digital-marketing\">marketing KPIs\u003C/a>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/financial_dashboard_66ac595114.png\" alt=\"Whatagraph financial dashboard\">\u003Cbr>\u003Cbr>On the other hand, if you’re building a \u003Ca href=\"https://whatagraph.com/financial-dashboard\">financial KPI dashboard\u003C/a>, you should include the cash conversion cycle, sale-qualified leads, and transactions. \u003C/p>\u003Ch3>9. Re-evaluate the KPI choice \u003C/h3>\u003Cp>As you’re reaching your benchmarks and scaling your business, you need to check in occasionally and assess your choice of KPIs to track. Leave time to evaluate your choices quarterly as you gather internal feedback. Key performance indicators that no longer align with your organization’s needs take up unnecessary space on your dashboard. You need to replace them with one that offers more value in growth and success. This periodical KPI reassessment is perhaps the most crucial process in KPI tracking. \u003C/p>\u003Ch2>How to choose a top KPI tracking software?\u003C/h2>\u003Cp>Let’s now explain what to look for in a great KPI tracking tool.  \u003C/p>\u003Ch4>Data connectors\u003C/h4>\u003Cp>The first feature you should be looking for is the software’s ability to connect all your internal and external sources to one dashboard. These sources include historical databases, sheets, social media, or CRM tool data. This will allow you to perform cross-channel analysis between different departments or platforms. \u003C/p>\u003Cp>However, the problem with 3rd party connectors is that they tend to break off and cost extra for every data source you add. \u003C/p>\u003Cp>Whatagraph, on the other hand, has native integrations to \u003Ca href=\"https://whatagraph.com/integrations\">more than 45 marketing platforms\u003C/a>, which provides secure and automated connections. Select the account you want to include, and the KPI dashboard automatically populates with the latest data.\u003C/p>\u003Ch4>User-friendly interface\u003C/h4>\u003Cp>Thanks to powerful data analytics platforms, data analysis is no longer reserved for data analysts or scientists. An agency or business that wants to successfully leverage the power of data needs KPI tracking software accessible to anyone in the company. \u003C/p>\u003Cp>As a platform that connects, visualizes, and shares marketing data, Whatagraph has a user-friendly interface allowing technical and non-technical users to take advantage of the latest insights for more learned decision-making. \u003C/p>\u003Ch4>Advanced KPI analytics\u003C/h4>\u003Cp>If technical users want to go one extra mile with the data, KPI software should also include advanced analytics features. This includes analyzing databases such as MySQL, PostgreSQL, Oracle, and MS SQL. Cross queries, custom fields and expressions, data forecasting, and trend analysis can lead to deeper insights and help fine-tune your strategy. \u003C/p>\u003Ch4>Interactive KPI dashboards\u003C/h4>\u003Cp>An interactive KPI dashboard can take your analytics and benchmarking efforts to the next level. When you pick a KPI monitoring tool, ensure it comes with a powerful dashboard builder with basic and advanced features to interact with your information and monitor the KPIs from different angles to deliver the best results. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/report_builder2_9d8ec7de7d.png\" alt=\"Whatagraph report builder 2\">\u003C/p>\u003Cp>Whether you create one from scratch or pick one from \u003Ca href=\"https://whatagraph.com/templates\">Whatagraph’s template library\u003C/a>, our dashboards allow you to change the date ranges and explore different dimensions and metrics for more granularity in your reports. \u003C/p>\u003Ch4>Sharing options\u003C/h4>\u003Cp>Apart from accessibility and ease of use, another point you should consider when choosing a KPI tracking tool is how easy it is to share the insights with clients, team members, or stakeholders. With advanced data platforms like Whatagraph, easy sharing is part of the package. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/share\">Share every Whatagraph report\u003C/a> you create through scheduled emails or by sharing a live link, in case of dashboards. This way, you only need to set up sharing once, and the recipients get the right report in their inbox on time every time. \u003C/p>\u003Cp>You can export data as CSV or Excel files to further analyze the KPI insights in another business intelligence tool such as Tableau.  \u003C/p>\u003Ch4>Real-time access to KPI data\u003C/h4>\u003Cp>Another benefit of modern KPI tracking software is that it gives you constant access to dynamic real-time data. \u003Ca href=\"https://whatagraph.com/dashboard-examples\">Whatagraph dashboards\u003C/a>, for example, provide interactive visualizations that display key patterns, trends, and information as it updates. With real-time insights in your hand, you can tackle any issues before they get out of control and, at the same time, make better-informed decisions. Easy access to real-time data also improves communication and collaboration with colleagues from other teams, as you all can be on the same page.\u003C/p>\u003Ch2>KPI tracking with Whatagraph\u003C/h2>\u003Cp>Whatagraph is an all-inclusive platform for connecting, visualizing, and sharing marketing data. It can natively pull data from 45+ sources and present the desired KPIs in interactive dashboards and reports that are easy to understand and share. \u003C/p>\u003Cp>As an all-in-one KPI tracking solution, Whatagraph is an excellent choice for businesses and agencies whose staff may not have the technical skills to connect sources and stitch data from different platforms manually. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>For businesses\u003C/strong>\u003C/li>\u003C/ul>\u003Cp style=\"margin-left:36pt;\">\u003Ca href=\"https://whatagraph.com/in-house\">Business users\u003C/a> can benefit from Whatagraph to provide automated data tracking and reporting across the teams and departments, as well as key performance indicators related to their business goals.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>For marketing agencies \u003C/strong>\u003C/li>\u003C/ul>\u003Cp style=\"margin-left:36pt;\">Whatagraph is an \u003Ca href=\"https://whatagraph.com/marketing-agencies\">ideal match for agencies\u003C/a> that serve multiple clients, each with diverse channels and different sets of KPIs to track. Using our dashboard and report builder, teams can easily set up a performance tracking dashboard for each client and set up client sharing with just a few clicks. \u003C/p>\u003Cp>Whatagraph also offers no-code \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">data transfers to Google BigQuery\u003C/a>. Moving your data to a self-managed data warehouse allows you to:\u003C/p>\u003Col>\u003Cli>Compare recent insights with historical data – no date range limits.\u003C/li>\u003Cli>Keep your data safe from the discontinuation of individual platforms. \u003C/li>\u003Cli>Overcome querying limits and different policies of individual platforms.\u003C/li>\u003C/ol>\u003Cp>In other words, warehousing allows you to become a true owner of your data — and the KPIs you can extract from it. \u003C/p>\u003Ch2>Improve your KPI tracking today\u003C/h2>\u003Cp>Using an interactive cross-channel KPI dashboard is a great way to quickly see if your business or client’s marketing campaign is meeting its strategic objectives, as well as identify areas where the performance can improve. \u003C/p>\u003Cp>If you don’t know where to start, I suggest you take advantage of Whatagraph’s free 7-day trial. \u003C/p>\u003Cp>Thanks to the quick setup and \u003Ca href=\"https://whatagraph.com/drag-and-drop-report-builder\">the intuitive drag-and-drop report builder\u003C/a>, Whatagraph is incredibly easy to learn. Connect your sources once, and the dashboard automatically updates with fresh data. \u003C/p>\u003Cp>No time to build a KPI tracking dashboard from scratch?\u003C/p>\u003Cp>Pick one from our library of professionally-built dashboards and customize it to your needs.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call\u003C/a> today. Watch our product demo, create your KPI dashboard, and start picking the low-hanging fruits.\u003C/p>","2020-02-11T10:49:16.000Z","2025-04-10T14:01:06.832Z",{"id":752,"title":753,"slug":754,"summary":755,"body":756,"read_time":50,"createdAt":757,"updatedAt":758,"publishedAt":759,"errors":31,"table_of_contents":32,"dateReorder":760},2296,"Top 7 Data Visualization Tools for your Marketing Agency in 2025","data-visualization-tools","\u003Cp>Data visualization is not an option anymore — it’s a must. The only thing that remains is to choose a capable data visualization tool that meets your agency’s needs and lets you visualize and share your data insights with clients or stakeholders. Yet those tools all seem similar at first glance. Let’s clear out the smoke and briefly overview the most capable data visualization software today. \u003C/p>","\u003Ch2>What is data visualization?\u003C/h2>\u003Cp>Data visualization is the process of representing data using common visualizations like graphs, charts, plots, infographics, and interactive animations. These visual representations can uncover deep relations between data and present data-driven insights in a way that’s easier to understand.\u003C/p>\u003Ch2>What are data visualization tools?\u003C/h2>\u003Cp>Data visualization tools are tools used to visualize data. These tools offer a user-friendly way to display data as charts, graphs, and other visualizations, which helps users identify trends, outliers, and patterns in their data. \u003C/p>\u003Cp>Not all data visualization tools are made the same. Some can create simple pie charts and scatter plots, making them versatile for visualizing a broad range of data types. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_visualization_b91637ba7f.png\" alt=\"Data visualization definition example\">\u003C/p>\u003Cp>Others allow you to create elaborate interactive data visualizations, which include animations, typically visualizing one or a few related data types that together explain a phenomenon. These tools have a higher learning curve.   \u003C/p>\u003Ch2>Benefits of visualizing your data\u003C/h2>\u003Cp>Visualizing your data can significantly improve your data analysis and, as a result, enhance the effectiveness of your campaigns. Here are some data visualization benefits.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Speeds up data interpretation\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>An advanced data visualization tool can do many things that text and plain numbers can’t. A popular myth perpetuated among marketers is that people interpret data 60,000 times faster in a visual format than in text. While the actual study is nowhere to be found, no one can deny that with good visualization in place, your team can reach conclusions much faster. When you present data in an easily digestible way, stakeholders are motivated to access it more frequently and base their decisions on it. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Reveals trends and patterns \u003C/strong>\u003C/li>\u003C/ul>\u003Cp>With the help of data visualization, you can quickly discover patterns and trends in your data that you’d otherwise miss. Visual representation helps you magnify details and identifies any outliers that you should take with caution. \u003C/p>\u003Cp>Visualizing your data makes your team more likely to notice a shift in key performance metrics.  \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Interprets large amounts of data\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>There’s hardly a better way to simplify big data than by visual means. What would you rather do: read through flat data and take notes or use a dedicated data visualization software and grasp the essence of large data sets in seconds?\u003C/p>\u003Cp>Besides uncovering relations, trends, and patterns without necessarily considering every detail, faster interpretation leads to more streamlined decision-making.  \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improves communication\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Data visualization simplifies communication both within and outside the team, as visual representations of data are universally easier to understand for all employees, regardless of their line of work. They are more engaging than textual reports and more suitable for further sharing across the organization. \u003C/p>\u003Ch2>7 best data visualization tools\u003C/h2>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp>Whatagraph is a marketing data platform for connecting, visualizing, and sharing marketing data through visual reports and dashboards. It’s an ideal visualization tool for marketing agencies and in-house marketing teams that regularly create a large number of reports, as it natively connects data from a variety of sources like Google Analytics 4, social media, SEO, email marketing, eCommerce, and CRM tools like HubSpot and Salesforce. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_baee146799.png\" alt=\"Marketing report example from Whatagraph\">\u003C/p>\u003Cp>\u003Cstrong>Features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations\">Over 45 native integrations\u003C/a> to popular marketing tools\u003C/li>\u003Cli>Custom API to connect any data source\u003C/li>\u003Cli>Ready-made report templates\u003C/li>\u003Cli>Google BigQuery as both source and destination\u003C/li>\u003Cli>Cross-channel reports and dashboards\u003C/li>\u003Cli>Intuitive user interface\u003C/li>\u003Cli>Automated report delivery through scheduled emails or live links\u003C/li>\u003Cli>No-code transfers to BigQuery\u003C/li>\u003Cli>Live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Native integrations\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/dashboard-builder\">Drag-and-drop dashboard builder\u003C/a> \u003C/li>\u003Cli>Easy cross-channel insights\u003C/li>\u003Cli>Unlimited number of dashboards \u003C/li>\u003Cli>Custom metrics\u003C/li>\u003Cli>Multi-source tables\u003C/li>\u003Cli>White-label functionality \u003C/li>\u003Cli>Transparent pricing plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Yearly pricing might not suit all users\u003C/li>\u003Cli>No free plan\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Whatagraph has three pricing plans based on the number of users and \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-sources\">data sources\u003C/a> you plan to connect. Data transfers to BigQuery are offered at a flexible price and bulk discounts as an added service or standalone function. \u003C/p>\u003Cp>\u003Cstrong>Who is Whatagraph for?\u003C/strong>\u003C/p>\u003Cp>Whatagraph has a broad user base that ranges from big-data companies to agencies looking to extract marketing metrics and create compelling marketing dashboards from multiple sources ranging from Google Sheets to LinkedIn to HubSpot.    \u003C/p>\u003Cp>Would you try Whatagraph for 7 days for free? \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Request a free trial\u003C/a> today and start using all our marketing data visualization features. \u003C/p>\u003Ch3>2. Tableau\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/tableau-reporting-tools\">Tableau\u003C/a> is a cloud-based data visualization and reporting platform that allows users to connect to any data source and create interactive, shareable dashboards. In addition to different types of charts like bar charts, line graphs, and histograms, Tableau allows users to present their data through various maps. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tableau_64939b37ba.png\" alt=\"Data visualization from Tableau \">\u003C/p>\u003Cp>Available as a desktop app, server, hosted online version, and a free public option, Tableau supports hundreds of data import options, including CSV files.  \u003C/p>\u003Cp>On the output side, Tableau provides a variety of visualization types, including color-coded area heat maps that show geographical distribution in a way that is easy to comprehend. \u003C/p>\u003Cp>\u003Cstrong>Features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Able to easily clean and combine data \u003C/li>\u003Cli>Custom metrics\u003C/li>\u003Cli>Complex calculations with advanced analytics\u003C/li>\u003Cli>AI-driven predictive modeling for what-if analysis\u003C/li>\u003Cli>Real-time notifications via Slack channels \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Simple to set up and use\u003C/li>\u003Cli>Easy connection to data sources\u003C/li>\u003Cli>Use of artificial intelligence and machine learning for granular insights\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Can slow down when performing complex analyses\u003C/li>\u003Cli>No data retrieval and processing capabilities\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing: \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Tableau Viewer — $15/user/month\u003C/li>\u003Cli>Tableau Explorer — $42/user/month\u003C/li>\u003Cli>Tableau Creator* — $75/user/month\u003C/li>\u003C/ul>\u003Cp>*Every Tableau deployment requires at least one Creator account.  \u003C/p>\u003Cp>\u003Cstrong>Who is Tableau for?\u003C/strong>\u003C/p>\u003Cp>Tableau is a good choice for data scientists and marketing agencies whose success depends on data-driven marketing campaigns and heavy analytics. With an extensive gallery of infographic types for inspiration, Tableau Public is a good option for those creating public-facing visualization, such as journalists or political analysts who love to quantify data visually.  \u003C/p>\u003Ch3>3. Microsoft Power BI\u003C/h3>\u003Cp>Power BI is Microsoft’s data visualization tool available as an on-premise or cloud solution. A well-rounded data analytics and visualization tool, Power BI integrates with various backend databases, including Adobe Analytics, Azure, Github, Microsoft Excel, Oracle, PostgreSQL, SQL Server, and Teradata, to deliver real-time insights for no-delay decision-making. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/powerbi_087aa5904d.png\" alt=\"A dashboard from Power BI\">\u003C/p>\u003Cp>\u003Cstrong>Features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>A wide choice of visualization types\u003C/li>\u003Cli>Native integration with major databases\u003C/li>\u003Cli>Flexible visualization tiles\u003C/li>\u003Cli>Natural language Q&A box\u003C/li>\u003Cli>Office 356 App launcher \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:    \u003C/strong>\u003C/p>\u003Cul>\u003Cli>No need for specialized tech support\u003C/li>\u003Cli>Integrates easily with existing applications\u003C/li>\u003Cli>High-level security\u003C/li>\u003Cli>No speed and memory limitations\u003C/li>\u003Cli>Compatible with Microsoft stack\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Limited data-sharing options\u003C/li>\u003Cli>No data cleansing option — must be done before visualizing\u003C/li>\u003Cli>Challenging to use for those who don’t master Excel\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing: \u003C/strong>\u003C/p>\u003Cp>Power BI has five pricing plans:\u003C/p>\u003Cul>\u003Cli>Free version — no report sharing option\u003C/li>\u003Cli>Power BI Pro — $10 per user/month\u003C/li>\u003Cli>Power BI Premium — $20 per user/month\u003C/li>\u003Cli>Power BI Premium (per capacity) — $262.80 per capacity/month\u003C/li>\u003Cli>Power BI Premium (+Microsoft Fabric) — $4,995 per capacity/month\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is Power BI for?\u003C/strong>\u003C/p>\u003Cp>Power BI is often associated with data analysts, data engineers, and other data science types. Actually, a wide range of business users can quickly learn the ropes and start using it to visualize their data. Indeed, the platform has an intuitive user interface so that non-technical users can easily create interactive charts, perform in-depth data analysis operations, and manipulate data to gain business intelligence.\u003C/p>\u003Ch3>4. Zoho Analytics\u003C/h3>\u003Cp>Zoho Analytics is a data visualization tool designed specifically for professionals looking to visualize business intelligence. Zoho Analytics is ideal for visualizing sales, costs, marketing, revenues, and profit data, as well as pipelines through user-friendly dashboards. \u003C/p>\u003Cp>Zoho is among the most popular self-service business dashboard platforms, allowing users to quickly create and share reports in minutes.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/zoho_analytics_912c558de1.png\" alt=\"An example of data visualization from Zoho Analytics\">\u003C/p>\u003Cp>\u003Cstrong>Features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Import and visualize data from over 250 sources\u003C/li>\u003Cli>Zoho DataPrep for self-service data preparation and data recycling\u003C/li>\u003Cli>Built-in dynamic visualization tool\u003C/li>\u003Cli>AI-powered data analysis\u003C/li>\u003Cli>Zoho Security protocol for increased data safety\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Effortless report creation and editing\u003C/li>\u003Cli>Ease of use\u003C/li>\u003Cli>Email scheduling and report-sharing functionality\u003C/li>\u003Cli>Quick customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>User training could be better\u003C/li>\u003Cli>Dashboards can get stuffy with large volumes of data\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing:\u003C/strong>\u003C/p>\u003Cp>Zoho Analytics has five pricing plans based on the number of users and data rows, analytical capabilities, and customizations:\u003C/p>\u003Cul>\u003Cli>Basic — €24 per 2 users/month\u003C/li>\u003Cli>Standard — €48 per 5 users/month\u003C/li>\u003Cli>Premium — €115 per 15 users/month\u003C/li>\u003Cli>Enterprise — €455 per 50 users/month \u003C/li>\u003Cli>Custom — send a quote for a custom pricing plan\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is Zoho Analytics for?\u003C/strong>\u003C/p>\u003Cp>Thanks to its wide gamut of pricing plans, Zoho Analytics is a good choice for small and medium businesses. Beginners might benefit from an affordable low-tier package, while enterprises can adopt one of the upper-pricing tiers, including advanced visualization and data features. \u003C/p>\u003Ch3>5. Looker Studio\u003C/h3>\u003Cp>Previously known as Google Data Studio, this data visualization tool is popular because it’s free to use and allows users to present data in various visualization formats. \u003C/p>\u003Cp>You'll have no trouble using Looker Studio to visualize data as long as you rely on \u003Ca href=\"https://whatagraph.com/blog/articles/universal-analytics-vs-google-analytics-4\">Google Analytics 4\u003C/a>, Google Ads, Google Trends, and other data apps from Google’s stack. \u003C/p>\u003Cp>However, the problem starts when you try to connect and visualize data from sources outside the Google platform. The free plan doesn’t cover those, so you must pay a monthly subscription and purchase 3rd party connectors, which can cause your \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">Looker Studio to run slow\u003C/a>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/looker_66d1a9e88d.png\" alt=\"A dashboard from Looker Studio\">\u003C/p>\u003Cp>\u003Cstrong>Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easily connects with \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a>, Snowflake, and more than 50 SQL sources\u003C/li>\u003Cli>Interactive reports and dashboards\u003C/li>\u003Cli>Mobile app\u003C/li>\u003Cli>Predictive analytics and data modeling \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>360-degree overview of marketing performance \u003C/li>\u003Cli>Strong data modeling capabilities\u003C/li>\u003Cli>Development mode for testing codes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Natively connects only Google apps\u003C/li>\u003Cli>Limited visualization options\u003C/li>\u003Cli>Not scalable when processing large databases\u003C/li>\u003Cli>No multi-tenant capabilities\u003C/li>\u003Cli>Support is limited to tutorials\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing:\u003C/strong>\u003C/p>\u003Cp>Looker Studio is free to use with Google products. Otherwise, a custom pricing applies. The quotes depend on the number of users and database connections and the size of your deployment. \u003C/p>\u003Cp>\u003Cstrong>Who is Looker Studio for?\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-alternatives\">Looker Studio\u003C/a> is a good choice for businesses looking for a user-friendly data visualization tool that provides enough information through its visualizations. Startups and freelancers can also benefit from its free plan as long as they stay in the Google camp. \u003C/p>\u003Ch3>6. Datawrapper\u003C/h3>\u003Cp>Datawrapper started as a tool for adding interactive charts and maps to news stories that are easy to embed on news websites. The data sources in those cases are limited, with the primary method for copying and pasting data into the tool. \u003C/p>\u003Cp>Once you import data, you can create any chart from the gallery with a single click. You can use visualization types, including column, line, chart, donut charts, scatter plots, choropleths, and maps. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/datawrapper_43fae6da9e.png\" alt=\"A visualization example from Datawrapper\">\u003C/p>\u003Cp>The final visualization is something you would expect to see on news websites like the New York Times, Boston Globe, The Times, etc.\u003C/p>\u003Cp>\u003Cstrong>Features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Many customization options\u003C/li>\u003Cli>Open-source app\u003C/li>\u003Cli>Works both online or installed on the server\u003C/li>\u003Cli>22 types of charts and maps available\u003C/li>\u003Cli>Interactive visualizations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Dedicated to data visualization at news websites\u003C/li>\u003Cli>Free plan great for startups and small agencies\u003C/li>\u003Cli>Built-in color blindness checker\u003C/li>\u003Cli>Visualization exports as PNG, SVG, and PDF\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons: \u003C/strong>\u003C/p>\u003Cul>\u003Cli>No integration with data sources\u003C/li>\u003Cli>Manual data input is prone to errors \u003C/li>\u003Cli>Paid plans are expensive\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing: \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Free — create and publish visualizations as PNG\u003C/li>\u003Cli>Custom — $599 per month\u003C/li>\u003Cli>Enterprise — quote-based plan for enterprises \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Who is Datawrapper for?\u003C/strong>\u003C/p>\u003Cp>Despite its high price tag, Datawrapper is a prime choice for news sites that need a dedicated data visualization tool for news-specific presentations. \u003C/p>\u003Ch3>7. Infogram \u003C/h3>\u003Cp>Infogram is a drag-and-drop visualization tool that allows people with no data or design experience to create compelling social media visualizations, marketing reports and dashboards, website infographics, etc. \u003C/p>\u003Cp>Once you’re happy with your visualization, you can export it into PNG, JPG, GIF, PDF, and HTML formats. Infogram also has a WordPress plugin that makes it easy for WordPress users to embed visualizations into websites. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/infogram_7a7514aae0.png\" alt=\"A visualization example from Infogram\">\u003C/p>\u003Cp>\u003Cstrong>Features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Object animations\u003C/li>\u003Cli>Over 550 maps and 35 charts to choose from\u003C/li>\u003Cli>API for connecting data sources\u003C/li>\u003Cli>Team collaboration options & permissions \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Interactive charts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>There are fewer native integrations than other tools on the list.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing: \u003C/strong>\u003C/p>\u003Cp>Infogram has tiered pricing with a free plan with basic visualization features.\u003C/p>\u003Cul>\u003Cli>Basic — $0 get started and create up to 10 projects\u003C/li>\u003Cli>Pro — $19 per month, up to 100 projects, premium templates, download & share\u003C/li>\u003Cli>Business — $67 per month, Pro + customizations and white-labeling \u003C/li>\u003Cli>Team — $149 per month, Business + engagement analytics and real-time team collaboration.\u003C/li>\u003Cli>Enterprise — custom pricing for a branded subdomain, custom designs, and full enterprise pack.\u003C/li>\u003C/ul>\u003Ch2>How to choose the right data visualization tool?\u003C/h2>\u003Ch3>Learning curve\u003C/h3>\u003Cp>Features and benefits for the user are one thing, but if the tool isn’t user-friendly, it doesn’t stand a chance against competitors. Choose a data visualization tool that requires minimum onboarding. However, it’s not only about mastering all the functions but also how the tool makes your job more manageable daily.  \u003C/p>\u003Ch3>One platform that covers the whole journey\u003C/h3>\u003Cp>Always use a data visualization tool that allows you to connect, visualize, and share your marketing data within the same app. When your visualizations don’t depend on other tools to connect data, you get increased stability and speed, as the performance doesn’t rely on the performance of third-party software. \u003C/p>\u003Cp>A one-platform visualization tool should support many native integrations, depending on the industry they’re specialized for, and also allow importing data via an API, data warehouse, or spreadsheets. \u003C/p>\u003Ch3>Bring cross-channel data together \u003C/h3>\u003Cp>A good data visualization tool should let you easily gain cross-channel insights by simply connecting the data sources you have to a single report or dashboard. But cross-channel visualization doesn’t end there. \u003C/p>\u003Cp>Whatagraph, for example, allows you to use custom formulas to blend existing metrics from multiple sources or create new metrics that original platforms don’t provide. This helps users get through several data layers and visualize precisely the information they need. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_data_4e2821cbef.png\" alt=\"Example of cross-channel data visualization in Whatagraph\">\u003C/p>\u003Cp>Another handy cross-channel feature is the multi-source tables. In Whatagraph, multi-source tables are available as pre-made widgets that you can add to any report to compare metrics from comparable sources, like paid advertising or social media platforms. \u003C/p>\u003Ch3>Data transformation\u003C/h3>\u003Cp>Imagine having \u003Ca href=\"https://whatagraph.com/blog/articles/data-transformation-tools\">one platform\u003C/a> with the ability to transform data before you visualize it, allowing you to perform custom calculations, apply rules, and create new metrics and dimensions on the source level, which saves a lot of time if you handle large volumes of data. \u003C/p>\u003Cp>This means you can easily unify data naming across channels, such as country, gender, age, device, and other dimensions, which are often named differently on different platforms. \u003C/p>\u003Cp>This way, you prevent inconsistencies when blending data or creating custom formulas. \u003C/p>\u003Ch3>Cost vs. value\u003C/h3>\u003Cp>Finally, there’s the consideration of price versus value. The higher price tag doesn’t automatically disqualify the tool. However, you should know what you’re getting for the high dollar value. If you’re ready to pay more, ensure you have live chat support, premium visualization, and sharing features, and overall better value for your business. \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>With such a variety of quality data visualization tools, it’s become increasingly challenging to determine which one to use. But the rule of thumb is to first look for the ease of use and whether the tool’s features match your business needs. \u003C/p>","2023-10-18T13:36:33.742Z","2025-03-25T14:41:40.803Z","2023-10-18T13:53:47.388Z","2023-10-18",{"id":762,"title":763,"slug":764,"summary":765,"body":766,"read_time":50,"createdAt":767,"updatedAt":768,"publishedAt":769,"errors":31,"table_of_contents":32,"dateReorder":770},2297,"What is Data Tracking? Key to Making Better Business Decisions","data-tracking","\u003Cp>Data tracking empowers your business strategies, helps you understand the customer journey, and increases your bottom line by targeting your prospects’ pain points. Learn everything you need to know to include data tracking in your workflows. \u003C/p>","\u003Ch2>What is data tracking?\u003C/h2>\u003Cp>Data tracking is the process of collecting, identifying, and sorting individual data points throughout the data pipeline so they can be analyzed. It includes the tools for connecting and organizing data as well as the organizational framework that ensures user security and privacy. \u003C/p>\u003Ch2>How does data tracking work?\u003C/h2>\u003Cp>Let’s explain how you can collect data for your tracking process:\u003C/p>\u003Ch3>Welcome surveys\u003C/h3>\u003Cp>Welcome surveys allow you to collect customer data from the beginning of the user journey. First of all, these surveys show users that you care about their opinions and want to hear more about their needs. \u003C/p>\u003Cp>Use them to collect basic customer information such as company size, goals, roles, etc. The data you collect this way helps you understand their needs and how they use your services. In the second stage, you can segment customers based on their common traits and personalize the customer experience for each group. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/survey_1df763a2ca.png\" alt=\"Welcome survey\">\u003C/p>\u003Cp>Also, it allows you to more accurately measure metrics like activation rate, churn rate, retention rate, etc. for each group. This helps you to identify satisfied customers and those who need more tending to experience the full potential of your product or service. \u003C/p>\u003Ch3>Tag features\u003C/h3>\u003Cp>Feature tags enable you to tag feature-specific elements on your website or online service that you would like to track. It helps you identify which features have high or low engagement and require more attention. \u003C/p>\u003Cp>Also, feature tags allow you to monitor how users interact with your web pages through hovers, clicks, text inputs, etc. For example, you can identify areas of dead clicks or rage clicks. While dead clicks occur when a user clicks on a specific element of your page, and nothing happens, rage clicks occur due to users’ frustration with your presentation. \u003C/p>\u003Cp>In both cases, feature tags can uncover areas that need your attention and improvements. \u003C/p>\u003Ch3>Set up custom events\u003C/h3>\u003Cp>Custom events are groups of events that represent specific user activities that you can use to monitor user behavior, user engagement funnel data, etc. Tracking this type of data allows you to optimize the engagement funnel and lead users through different stages of the user journey. \u003C/p>\u003Cp>Let’s say you’re tracking users' progress toward the activation point. When any of the specified events occur, the custom events will match, and you can analyze the related event data. \u003C/p>\u003Cp>If a new user reaches activation, the custom event will encompass a series of actions that have led to the activation touchpoint. \u003C/p>\u003Cp>You can use event tracking software to measure the number of users who have reached the activation point and calculate the activation rate.\u003C/p>\u003Ch3>Trigger surveys\u003C/h3>\u003Cp>Triggering in-app customer satisfaction surveys can give you insights directly from your customers. For example, you can measure onboarding experience and get qualitative feedback. Add follow-up questions so customers can share the exact reason behind their responses, so you know precisely what needs improving in your \u003Ca href=\"https://whatagraph.com/blog/articles/client-onboarding-best-practices\">onboarding process\u003C/a>.\u003C/p>\u003Ch2>Why is data tracking important?\u003C/h2>\u003Cp>Tracking data is important because it can provide valuable insights when used effectively. For example, data tracking can reveal which channels drive the bulk of your conversions and customer engagement. In general, data tracking allows you to:\u003C/p>\u003Ch3>Identify target audience\u003C/h3>\u003Cp>Data tracking can tell you where your customers come from, in both geographical and digital sense. For example, if you discover that your customers are predominantly data analysts in SaaS companies or account managers in marketing agencies, you can adjust your messaging to target specifically that audience.  \u003C/p>\u003Ch3>Recognize trends and patterns\u003C/h3>\u003Cp>Data tracking helps you understand what works and what doesn’t. For example, data tracking can tell you whether the money you spend on an ad campaign is a good investment. It can also tell you what your customers do when they visit your website — are they just browsing around or looking to buy something?\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/lined_In_age_3a75e8609c.jpeg\" alt=\"LinkedIn age distribution\">\u003C/p>\u003Cp>If they read your blog, that can indicate that you should keep pushing similar content. If they follow an email link and ask about your product or service, it shows that your email campaigns work. On the other hand, if they skip your targeted emails and go straight to LinkedIn, it can be a sign that email is not the preferred communication channel for your target audience.  \u003C/p>\u003Ch3>Understand customer behavior\u003C/h3>\u003Cp>In short, you can use data to determine how often people visit your website or social media and what they do there. Since customers don’t always do what they say they will, customer data analysis can identify what’s really happening in the interaction between your customer and your brand.\u003C/p>\u003Cp>Using qualitative and quantitative approaches to analyze your operational and customer-generated data, you can identify how customers behave at each interaction and understand what stands behind that behavior. \u003C/p>\u003Cp>A customer behavior analytics tool can help you discover trends and patterns from large sets of customer data and use that information to increase customer retention and revenue by offering a better user experience. \u003C/p>\u003Ch2>Why should you invest in data-tracking solutions?\u003C/h2>\u003Cp>It’s undeniable that data tracking can improve business performance by producing business intelligence that leads to more informed decisions. Data tracking has far more benefits than disadvantages, especially if you use less intrusive ways to track data and have the ability to refine the type of user data you collect. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Segment your audience\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Audience segmentation is critical for more effective and less intrusive campaigns. When you target a specific segment with a poll or advertising message, they’re less likely to churn or consider it spam. When you identify your target audience, you can further segment it into new customer campaigns, empty cart reminders, and FAQs.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/instagram_demo_cda49640f9.png\" alt=\"Instagram audience distribution in a report from Whatagraph\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Plan more personalized campaigns \u003C/strong>\u003C/li>\u003C/ul>\u003Cp>When you know your customer base and their preferences, you can plan for more personalized campaigns instead of taking a drag-net approach. For example, if a customer keeps returning to your website to buy a specific product under one brand, you can send them ads or discounts regarding that specific item or offer to explore the entire palette of products under one brand. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Boost conversions\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>With good data tracking in place, you can target more people who are more likely to become your customers. The desired course of action is different for every business. If you run a marketing agency, the desired action would be for a prospective client to call the agency and make an appointment. \u003C/p>\u003Cp>For retail, you want someone to visit your brick-and-mortar or e-store and buy something. For a B2B SaaS, the desired course of action would be for a prospect to book a demo, start a trial, and agree on the optimal pricing/feature plan for their use case.  \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Build stronger customer relationships\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Listening to your customer’s needs and catering to their interests allows you to build strong customer relationships. When your campaigns are targeting the right people with the right message, they have a good chance of coming back. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Bring data-driven decisions \u003C/strong>\u003C/li>\u003C/ul>\u003Cp>In a data-ruled world, competition is tough, and business resources are limited. This is why you need to know where your efforts can impact most. If your new service doesn’t sell even after three months, you should either discontinue it or go back to square one for an in-depth analysis of the user needs vs. your offer vs. your competitors.\u003C/p>\u003Ch2>How to track customer data?\u003C/h2>\u003Cp>To track customer data, you need a data tracking plan. It will help you focus your time and money on data-tracking goals and methods that can bring results. So this is where we start.\u003C/p>\u003Ch3>Create a data-tracking plan\u003C/h3>\u003Cp>The first thing you need to do is identify your tracking goal so your team has a direction to follow. You can do this by defining questions you want to answer or insights that would help you improve your business performance, improve user experience, or develop products. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/singlevalue_638825cdad.png\" alt=\"Singe value widgets available for Whatagraph reports\">\u003C/p>\u003Cp>Next, you need to pick your metrics and time frame. Tracking these metrics in given periods helps you measure your progress toward your goals. \u003C/p>\u003Cp>Here are some of the metrics you should track:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Activation rate\u003C/strong>: The percentage of new users who reach the activation stage and get to use your product. A low activation rate means you have friction points in your user experience, so you should consider providing in-app guidance to help subscribers reach this point faster.\u003C/li>\u003Cli>\u003Cstrong>Conversion rate\u003C/strong>: The rate at which your products or services convert free trial users into paying customers. The trial-to-paying conversion helps measure the effectiveness of your marketing and sales campaigns.  \u003C/li>\u003Cli>\u003Cstrong>Product adoption rate\u003C/strong>: The rate at which customers use your product actively for their business. It tells you how many subscribers become your regular customers. \u003C/li>\u003Cli>\u003Cstrong>Retention rate\u003C/strong>: The percentage of customers you can retain over a period of time. This metric proves your ability to secure long-term customers. \u003C/li>\u003Cli>\u003Cstrong>Average revenue per user (ARPU)\u003C/strong>: The revenue you can earn from each customer in a given period. This metric helps you estimate the financial performance of your customer base. \u003C/li>\u003Cli>\u003Cstrong>Customer lifetime value (LTV)\u003C/strong>: The expected revenue you can earn from each customer over the duration of their lifetime with you. Shows the long-term financial health of your company. \u003C/li>\u003C/ul>\u003Cp>The goals you choose should follow \u003Ca href=\"https://whatagraph.com/blog/articles/smart-marketing\">the SMART framework\u003C/a>, meaning they need to be specific, measurable, achievable, relevant, and time-bound\u003C/p>\u003Ch3>Choose data collection methods\u003C/h3>\u003Cp>In short, you must choose \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-sources\">your data sources\u003C/a>, for example, product analytics, customer surveys, \u003Ca href=\"https://www.dataguard.com/blog/first-party-data/\" target=\"_blank\" rel=\"noopener noreferrer\">first-party data\u003C/a> from subscriptions, purchases, data points, like site visitors, active users, etc. Finally, you can select the tools to track data. The right software ensures ethical compliance and alignment with your company’s privacy and data protection policy.\u003C/p>\u003Ch3>Analyze data for insights \u003C/h3>\u003Cp>Use a data tracking tool to analyze your data. There are many \u003Ca href=\"https://whatagraph.com/blog/articles/data-visualization-tools\">data tracking software\u003C/a>, but not all of them provide adequate functionalities and ensure customer satisfaction. This is why it’s important to choose the software that best suits your business requirements.  \u003C/p>\u003Ch2>Use data-tracking software \u003C/h2>\u003Cp>Data tracking software is the fastest and easiest way to analyze your data and take insights from it. To keep things running smoothly, consider periodically \u003Ca href=\"https://cleanmymac.com/blog/reduce-cpu-usage-mac\" target=\"_blank\" rel=\"noopener noreferrer\">reducing CPU usage with CleanMyMac\u003C/a> to eliminate clutter and optimize overall performance.\u003C/p>\u003Cp>With a data tracking software, you can:\u003C/p>\u003Cul>\u003Cli>Tailor your digital marketing campaigns\u003C/li>\u003Cli>Create \u003Ca href=\"https://whatagraph.com/templates/marketing-analytics-report\">analytics reports and dashboards\u003C/a> to help stakeholders in the loop\u003C/li>\u003Cli>Improve data quality by transforming and unifying data from disparate sources\u003C/li>\u003Cli>Improve audience segmentation, so you can direct your time and money on high-value leads\u003C/li>\u003C/ul>\u003Ch3>Google Analytics 4\u003C/h3>\u003Cp>Google Analytics 4 is the next generation of data analytics platforms that brings multiple improvements to its predecessor, Universal Analytics. \u003C/p>\u003Cp>Some of these new features include:\u003C/p>\u003Cul>\u003Cli>Collecting both website and app data for a better understanding of the customer journey.\u003C/li>\u003Cli>Event-based instead of \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-analytics\">session-based data analytics\u003C/a>.\u003C/li>\u003Cli>Predictive analytics capabilities without complex models.\u003C/li>\u003Cli>Privacy controls like cookieless measurement.\u003C/li>\u003Cli>Behavioral and conversion modeling.\u003C/li>\u003Cli>Direct integrations to media platforms. \u003C/li>\u003C/ul>\u003Cp> \u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/google_analytics4_whatagraph_63cbd4ef58.png\" alt=\"Google Analytics 4 report section \">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>A detail of Google Analytics 4 Overview created in Whatagraph\u003C/i>\u003C/p>\u003Cp>Google Analytics 4 uses events to track different pieces of information, such as page views, button clicks, or even information you’ve collected in another platform, like your email marketing or CRM tool. \u003C/p>\u003Cp>If you’re not sure what’s remained the same and what has changed in GA4, check out our \u003Ca href=\"https://whatagraph.com/blog/articles/universal-analytics-vs-google-analytics-4\">Universal Analytics vs. Google Analytics\u003C/a> guide. \u003C/p>\u003Ch3>HubSpot\u003C/h3>\u003Cp>HubSpot tracks visitors using browser cookies. Whenever a visitor gets on your website, HubSpot checks if there’s an existing tracking cookie. If there is none, it associates a cookie with that visitor and logs every page the potential buyer visits from that moment. \u003C/p>\u003Cp>However, the difference between HubSpot and many other data tracking tools on the market is that HubSpot is also a CRM. This means that apart from tracking customer data, companies can use that information to take the next steps. \u003C/p>\u003Cp>For example, you can track your activation rate and opt to send emails to customers who haven’t activated your service and offer to show them how to get started.\u003C/p>\u003Cp>If a visitor deletes their cookies, they are logged as a new visitor once and assigned a new cookie. Still, HubSpot automatically deduplicates form submissions coming from the same email address, even if the submissions are associated with different browser cookies. \u003C/p>\u003Ch3>Whatagraph\u003C/h3>\u003Cp>Whatagraph is a marketing data platform that lets you effortlessly connect, visualize, and share marketing data from over 45 marketing channels, including Google Analytics 4 and \u003Ca href=\"https://whatagraph.com/integrations/hubspot\">HubSpot\u003C/a>. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Sure, but Google Analytics 4 and HubSpot also have data visualization. What’s wrong with those reports?\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Well, first, Whatagraph allows you to bring data from multiple marketing tools into one comprehensive \u003Ca href=\"https://whatagraph.com/marketing-reporting-software\">marketing report\u003C/a>. It’s an all-in-one marketing data platform, which means it covers the entire data journey from collection to reporting.\u003C/p>\u003Cp>Second, it has \u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">cross-channel functionalities\u003C/a>, so you can unify metrics from similar tools and present them through one custom widget. For example, if you want to know the total clicks from all your PPC channels.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/digital_marketing_dashboard_bed804af76.png\" alt=\"Digital marketing dashboard in Whatagraph\">\u003C/p>\u003Cp>Third, Whatagraph supports custom formulas, so data analysts can combine and create custom metrics that are originally unavailable from their source platform APIs.  \u003C/p>\u003Cp>Next, you can save any report or dashboard you create as a template and add it to the existing \u003Ca href=\"https://whatagraph.com/templates\">library of pre-made templates\u003C/a> for different reporting roles. \u003C/p>\u003Cp>Also, if you create a large number of reports, Whatagraph allows you to organize them neatly in folders — by account, by source, by report type, you name it. \u003C/p>\u003Cp>Whatagraph has automated report sharing — simply share a live link to a dashboard or report or set scheduled emails so your clients always get the right report at the right time.\u003C/p>\u003Cp>Finally, Whatagraph has a code-free data transfer functionality you can use to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">copy data from your marketing platforms to Google BigQuery\u003C/a> for long-term storage. \u003C/p>\u003Cp>Google Analytics 4, for example, stores user data only for 2 months in exploration reports or 14 months if you change it. Storing data in a data warehouse allows you to analyze historical data alongside current data while keeping it safe from discontinuation or changing policies of individual platforms. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_5a11a133d2.png\" alt=\"Data transfer steps in Whatagraph\">\u003C/p>\u003Cp>With Whatagraph, you can also connect Google BigQuery as a source and create reports on stored data. This is also a good workaround to connect data from a source not currently listed among the integrations. \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>No enterprise, and especially not a marketing agency, can operate one data tracking software only. \u003C/p>\u003Cp>What works for one team might lack features that another team uses, and in the case of agencies, they need to track data from a variety of their clients’ marketing platforms. \u003C/p>\u003Cp>This is where Whatagraph comes in. Once you set up data tracking with different marketing tools, you need a marketing data platform to bring all these insights together in stunning visual reports.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> today and learn how to use Whatagraph to connect, visualize, and share cross-channel marketing data.\u003C/p>","2023-10-30T08:02:26.241Z","2025-08-04T21:14:46.235Z","2023-10-30T08:10:09.603Z","2023-10-30",{"id":772,"title":773,"slug":774,"summary":775,"body":776,"read_time":17,"createdAt":777,"updatedAt":778,"publishedAt":777,"errors":510,"table_of_contents":32,"dateReorder":779},1821,"10 Whatagraph Features to Make Your Marketing Reporting and Data Tasks Easier","10-whatagraph-features-that-will-make-your-life-easier","\u003Cp>Want to hear what Whatagraph is all about? It’ll definitely take much more than one blog post.  But for starters, here are 10 Whatagraph features that make our marketing data platform stand out. \u003C/p>","\u003Ch2>1. Building blocks for your reports\u003C/h2>\u003Cp>If you like building things on your own, you’ve come to the right place. Our blank report page is a marketer’s playground, allowing you to create any kind of report with your data using building blocks. As soon as you add your sources, you get a choice of widgets for different metrics. \u003C/p>\u003Cp>These include single-value widgets, goal widgets, all sorts of graphs and charts, textual widgets, and tables. But apart from these pre-made widgets, you can easily build your own: Just choose the visualization type and set the source, metrics, and filters. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/media_widgets_c711335bde.png\" alt=\"Media widgets\">\u003C/p>\u003Cp>We have one more widget that is unique to us — media widgets that pull social media posts or ad visuals and display them alongside the metrics of choice. These image widgets can really add character to your reports and showcase the extra value that you put in for your clients. \u003C/p>\u003Ch2>2. Intuitive report builder\u003C/h2>\u003Cp>Okay, there are building blocks, and you drag and drop widgets onto the report page. Nothing we haven’t seen already. \u003C/p>\u003Cp>Yes, but you have to test other similar tools to tell the difference. \u003C/p>\u003Cp>The difference is that we purposefully created Whatagraph to be intuitive and simple to use. As you \u003Ca href=\"https://whatagraph.com/drag-and-drop-report-builder\">drag and drop widgets onto the blank report\u003C/a>, you can also click and resize them to fit among other widgets you’ve already placed. The blocks stick conveniently to the grid, so you end up with a neat and organized report. If needed, you can always add extra rows or delete the empty ones once you finish adding widgets. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/intuitive_builder_e2df35d0d4.png\" alt=\"Intuitive builder\">\u003C/p>\u003Cp>If you wish to rearrange the widgets differently later on, just drag them around and resize if needed. \u003C/p>\u003Cp>To make your report organized and easier to follow, you can insert a heading or cover image before each section. \u003C/p>\u003Ch2>3. Linked templates\u003C/h2>\u003Cp>This feature is a lifesaver for agencies that send multiple reports to the same clients, as Whatagraph allows you to make bulk edits to templates. To do this, first, you need to choose a report that will act as a master template. \u003C/p>\u003Cp>Any report you create from that template will be linked to it, which means that any changes that you make to the master template also take effect in the linked reports. This way, you can bulk edit marketing channels, textual widgets, images, and company logos for multiple reports instead of doing it manually in each report. \u003C/p>\u003Ch2>4. Cross-channel reporting\u003C/h2>\u003Cp>With Whatagraph, there’s no limit to the cross-channel insights you can get. For starters, add any marketing channel to your report and pick widgets to compare the performance of different channels. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_3d48799e4c.png\" alt=\"Cross channel widgets\">\u003C/p>\u003Cp>And when we say to add any marketing channel, we mean “get it done in a few clicks”. Whether you take a report template or create a report from scratch, add a new source, drag and drop the widgets you need, and there you have a cross-channel report. \u003C/p>\u003Cp>Whatagraph also allows you to easily blend data and combine metrics from multiple sources. Pick any metrics from the connected sources and use custom formulas to add, divide, multiply, and take parts of it in brackets. \u003C/p>\u003Cp>But there’s more to custom formulas than data blending. You can also add agency markup for ad spend on individual platforms. For example, if an agency charges a 7% margin for PPC, a custom formula allows them to present spending and cost metrics with final numbers. \u003C/p>\u003Cp>You can also easily calculate total spending for different channels. For example, combine LinkedIn Ads Spend in multiple accounts in one metrics:\u003C/p>\u003Cp>\u003Ci>LinkedIn Ads account Germany\u003C/i> + \u003Ci>LinkedIn Ads account Denmark\u003C/i> + … = \u003Ci>Total LinkedIn Ads Spend Europe\u003C/i>\u003C/p>\u003Cp>Using custom formulas, you can also build new metrics \u003Ca href=\"https://whatagraph.com/integrations/linkedin\">the source platform’s API\u003C/a> doesn’t provide. For example, divide the number of likes by total impressions to get a new metric for your report. \u003C/p>\u003Cp>And the best thing is that you don’t need a data analyst or developer to do it. Anyone can do it using simple mathematics, as shown here:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_formula_69c1877ba5.png\" alt=\"Custom formulas in Whatagraph\">\u003C/p>\u003Cp>Another cross-channel feature that helps you present cross-channel insights is the multi-source table. It’s a pre-made widget to add to any Whatagraph report to compare related metrics from different sources. \u003C/p>\u003Cp>As with all other widgets, you can use a custom formula to add filters or edit metadata for each metric in the table.\u003C/p>\u003Cp>\u003Ci>We strive to make marketers’ lives easier at every step of their data processes. Make them more efficient. The idea is not to shove random features in one interface for quantity. We are thoroughly picking the most important aspects to save time, help teams scale, bring all their cross-channel data together, and turn the “necessary evil” of repetitive data tasks into something fun, comprehensive, and easy to use. Where you focus on the story and proving your value, not the setbacks of clunky, slow, and overly complex tools.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ca href=\"https://www.linkedin.com/in/tailwagthedog/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Ivan Kostyuchenko\u003C/strong>\u003C/a>\u003Cstrong>, Product Marketing Manager at Whatagraph \u003C/strong>\u003C/p>\u003Ch2>5. Report automation\u003C/h2>\u003Cp>Whatagraph allows you to automate a considerable part of your reporting workflow while still having complete control of the reports’ content and the send-out process. \u003C/p>\u003Cp>There are three stages of automation with Whatagraph reports:\u003C/p>\u003Cp>\u003Cstrong>Data gathering\u003C/strong>: After you connect one or more sources, marketing data populates the pre-made report with the most recent numbers. Goal widgets and graphs come to life, and top-performing media posts appear. If you turn the comparison on, the progress over the previous period is highlighted. The non-automation part is when you add textual insights and provide recommendations based on the data. \u003C/p>\u003Cp>\u003Cstrong>Review\u003C/strong>: Once the report is generated, you can decide if you want to add a review step to double-check the report's content before sending it out. But this is not just about giving the green or red light. Even in this stage, you can manually input numbers into offline widgets, delete or add new widgets, change metrics, adjust formulas, and even add text comments or change media images. \u003C/p>\u003Cp>\u003Cstrong>Delivery\u003C/strong>: In any report’s \u003Cstrong>Actions\u003C/strong> menu, there’s the \u003Cstrong>Automate\u003C/strong> option. There you can:\u003C/p>\u003Cul>\u003Cli>Choose the frequency, delivery days, and time zone,\u003C/li>\u003Cli>Decide if there’s to be a review step,\u003C/li>\u003Cli>Add all relevant recipients’ emails.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automate_report_68ca0f46ff.png\" alt=\"Report automation in Whatagraph\">\u003C/p>\u003Cp>When you approve the send-out, previously crafted emails go out without manual input. The cycle restarts automatically from the data-gathering phase to the send-out, effectively putting the whole reporting process on autopilot.  \u003C/p>\u003Ch2>6. White-label reporting and custom branding\u003C/h2>\u003Cp>We understand that you already love Whatagraph reports and dashboards, but did you know you can make them truly yours? \u003C/p>\u003Cp>Change the default design and change the entire theme and branding of any report to match your or your client’s branding: \u003C/p>\u003Cul>\u003Cli>Remove Whatagraph’s logo,\u003C/li>\u003Cli>Choose a color scheme,\u003C/li>\u003Cli>Specify the company name,\u003C/li>\u003Cli>Enter the new domain name,\u003C/li>\u003Cli>Customize the reply-to-address,\u003C/li>\u003Cli>Specify who on your team is responsible for the report (perhaps the account executive).\u003C/li>\u003C/ul>\u003Cp> This effectively means an agency can \u003Ca href=\"https://whatagraph.com/white-label\">customize reports\u003C/a> for each of their clients.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/customize_report_374208af33.png\" alt=\"Report customization in Whatagraph\">\u003C/p>\u003Ch2>7. Live dashboard sharing\u003C/h2>\u003Cp>In the report automation feature, we explained how you can save time by leveraging reporting automation. However, automated emails with .pdf attachments are not an ideal way of reporting for all users. \u003C/p>\u003Cp>Sure, they give more control over data being shown to clients, but then again, emails can get lost in the spam folder, and people make errors, such as picking the wrong date range. \u003C/p>\u003Cp>That’s why we have another option — to share \u003Ca href=\"https://whatagraph.com/live-dashboards\">a live link to the dashboard\u003C/a>. Direct and real-time access to marketing reports removes all intermediaries between clients and their data: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Live links add an extra layer of transparency\u003C/strong>. An agency that gives clients access to metrics from anywhere and anytime can gain additional trust in the clients’ eyes. Clients can even adjust date ranges in shared reports and see the change in trends for themselves.\u003C/li>\u003Cli>\u003Cstrong>Live links speed up client-agency communication\u003C/strong>. If a client needs to check marketing data from a specific period, they don’t need to involve their account manager, and the account manager doesn’t need to involve anyone else on their side. \u003C/li>\u003Cli>\u003Cstrong>Reduced opportunity for human error\u003C/strong>. When account managers prepare reports and emails and answer out-of-the-blue questions from clients, chances are they’ll make mistakes. These mistakes can lead to more time spent on sorting things out, extra calls, or even clients moving their business elsewhere.  \u003C/li>\u003Cli>\u003Cstrong>Additional revenue stream. \u003C/strong>For marketing agencies, “on-demand” reporting can become a new revenue stream. Agencies already charge for reporting separately in many cases, and on-demand live links could be a new tier in the reporting pricing. \u003C/li>\u003Cli>\u003Cstrong>Improved agency’s branding and perception\u003C/strong>. Let’s consider a scenario. An agency’s prospect gets direct access to data at any time via a custom link. They proceed and open a detailed, branded, and password-protected report in which they can change the dates and see the metrics update. If the prospect is in the consideration process, they may give extra points to the agency that can deliver this experience than those that send conventional .pdf reports by email. \u003C/li>\u003C/ul>\u003Cp>However, at the end of the day, there’s nothing wrong with having both options. Automated send-out ensures the report reaches all recipients promptly, while a live link allows recipients to access the report on demand at any time. \u003C/p>\u003Ch2>8. The Overview feature\u003C/h2>\u003Cp>Apart from client-facing reports and dashboards, Whatagraph offers another feature called the Overview. As a single source of truth, it can improve \u003Ca href=\"https://whatagraph.com/agency-dashboard\">internal agency reporting\u003C/a> when monitoring multiple accounts or campaigns. \u003C/p>\u003Cp>The Overview presents multiple data points from different campaigns, locations, channels, etc., in one tab.\u003C/p>\u003Cp>Let’s explain briefly how the Overview works. \u003C/p>\u003Cp>The basic building block for any Overview is a folder. A folder is a future row in a single dashboard. The metrics you see in those rows come from sources, widgets, and templates inside that folder. \u003C/p>\u003Cp>There’s no limit to using folders as categories. You can create them for regions, team members, channels, multiple websites, campaigns, etc. \u003C/p>\u003Cp>Instead of creating one enormous spreadsheet or dashboard, you can create multiple Overviews and switch between them in seconds. You can have internal dashboards for different teams, switch between campaign-related or location-related views, etc. \u003C/p>\u003Cp>Here is how you can use Overview:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Track targets and limits for multiple clients \u003C/strong>\u003C/li>\u003C/ol>\u003Cp style=\"margin-left:36pt;\">It doesn’t matter if you track 20 different metrics from several sources daily or just a few “North Star” type numbers to check out occasionally. The Overview lets you set targets and limits and track those in one place. \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Optimize running campaigns with the Overview insights\u003C/strong>\u003C/li>\u003C/ol>\u003Cp style=\"margin-left:36pt;\">Instead of multiple targets and limits, focus your Overview on marketing campaigns and ongoing insights. This is ideal for agencies that run campaigns across social media for multiple clients. With cross-channel reports already in client folders, the Overview lets you track all those campaigns’ KPIs in one place. \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Use targets and limits as an internal team tool\u003C/strong>\u003C/li>\u003C/ol>\u003Cp style=\"margin-left:36pt;\">Set your team members’ folders as rows in the Overview and create a dashboard where each account manager can see their current performance. This can trigger more internal conversations about specific campaigns, wins, and flops. Also, management can instantly see where more attention is needed.  \u003C/p>\u003Ch2>9. Data transfers to BigQuery\u003C/h2>\u003Cp>Whatagraph has an intuitive, no-code workflow to transfer data from multiple marketing platforms to Google BigQuery data warehouse. \u003C/p>\u003Cp>This gives agencies complete ownership of the marketing data they collect. Different platforms have their policies as to how long they keep customer data. Some platforms discontinue their services, and some get transformed into a different product, not to mention changing data policies. \u003C/p>\u003Cp>So, instead of having data in different locations, use data transfer to copy it all to a managed data warehouse. \u003C/p>\u003Cp>Another reason is the API limitations. Certain platforms, like Google Analytics 4, have API quota limits. This means that there’s a limit on querying large volumes of data on a daily basis. There are no such limits with BigQuery. The data you transfer regularly is yours to use and query any way you want. \u003C/p>\u003Cp>Also, working with warehouse data prevents your data from being sampled. Again, platforms like GA4 tend to “sample” data when you reach back to the past. This means the data is not accurate to the specific number. Fetching metrics daily and copying them to Google BigQuery ensures you always use accurate historical data. \u003C/p>\u003Cp>However, the most important thing to remember is that with Whatagraph, setting up a date transfer takes just a few clicks. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_5a11a133d2.png\" alt=\"Data transfer steps in Whatagraph\">\u003C/p>\u003Cp>No extra training or technical expertise is required. Data transfers are available as an add-on to standard Whatagraph pricing plans or as a standalone feature. \u003C/p>\u003Ch2>10. Speed and performance\u003C/h2>\u003Cp>Although speed is not a feature, it’d be wrong not to mention that after a recent infrastructure upgrade to Google Kubernetes Engine, Whatagraph is faster than ever. \u003C/p>\u003Cp>Our tests have shown that widget loading times have increased from 30% to a whopping 5 times. \u003C/p>\u003Cp>Before the upgrades, for example, a heavyweight widget with 180 configurations would take a minute to load, and now it takes less than 10 seconds. \u003C/p>\u003Cp>Speed upgrades have accelerated the whole platform, including the report builder, the template gallery, and the team users’ loading times, which have dropped from 20 seconds to 1 second in some cases. \u003C/p>\u003Ch2>Call it a wrap\u003C/h2>\u003Cp>Now that you know more about these features, we hope you’ll start using them with your Whatagraph account. If you have any trouble implementing these, customer support is just a click away. \u003C/p>\u003Cp>On the other hand, if you are considering Whatagraph for your agency and want to see any of these features in action, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a demo call \u003C/a>today.\u003C/p>","2017-07-25T17:59:33.000Z","2025-05-29T10:58:00.587Z","2023-11-03",{"id":781,"title":782,"slug":783,"summary":784,"body":785,"read_time":50,"createdAt":786,"updatedAt":787,"publishedAt":788,"errors":31,"table_of_contents":32,"dateReorder":789},2298,"Marketing Data Connectors: Key to a Unified Client View","marketing-data-connectors","\u003Cp>Marketers increasingly rely on digital tools to make data-based decisions about their client’s campaigns. In this data-driven landscape, marketing data connectors are essential for agencies that wish to collect marketing data from diverse sources. \u003C/p>","\u003Ch2>What are marketing data connectors?\u003C/h2>\u003Cp>Marketing data connectors are pieces of software that automatically extract data from various marketing sources and deliver it to a predetermined destination. \u003C/p>\u003Cp>Traditionally, this destination was \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-warehouse\">a data warehouse or data lake\u003C/a>, as these services can store large amounts of data to be queried and transformed for analysis. \u003C/p>\u003Cp>Lately, however, marketing data connectors are increasingly used to deliver structured data directly to marketing data platforms for transformation, visualization, and sharing. \u003C/p>\u003Cp>For data analysis to remain relevant, new data must be regularly retrieved from each marketing channel. Users can specify how frequently they want the connection to run, which largely depends on the nature of the marketing data that is collected. \u003C/p>\u003Ch2>Three types of marketing data connectors\u003C/h2>\u003Cp>It’s important that you choose the marketing data platform with the right type of connectors for your agency, as it directly impacts the stability and reliability of your marketing data workflow.  \u003C/p>\u003Cp>Some connectors are seamless and cause few or no bugs, while others can be unstable. However, one rule applies — the stability of a connector typically depends on the connector type.  \u003C/p>\u003Cp>Marketing data connectors are classified by the relationship between the company that built the connector and each of the two tools the connector is supposed to connect. \u003C/p>\u003Cp>Depending on this relationship, your connector can be an \u003Cstrong>invisible piece of code\u003C/strong> that works seamlessly or \u003Cstrong>complex software\u003C/strong> that your technical staff must maintain and upkeep to ensure it works smoothly. \u003C/p>\u003Cp>There are three different types of marketing data connectors:\u003C/p>\u003Ch3>1. Native connectors (first-party connectors)\u003C/h3>\u003Cp>These data connectors integrate two pieces of software with a common code base and are often owned by the same company. \u003C/p>\u003Cp>Two examples of native connectors are the connections between Tableau and Slack or Power BI and Azure Cloud Computing System. Since these tools are owned by Salesforce and Microsoft, respectively, their teams can devote resources and work from both ends to build useful connectors without glitches and issues.\u003C/p>\u003Cp>In this case, the apps can talk to each other very easily, and there is no need for a complex procedure to connect them and get the data flowing. \u003C/p>\u003Cp>First-party integrations are usually the smoothest integrations. If any problem occurs, either vendor’s team can step in to fix it. \u003C/p>\u003Cp>However, a big downside is that \u003Cstrong>first-party native integrations are only possible between tools owned by the same company\u003C/strong> or vendors that are willing to partner and work closely. \u003C/p>\u003Cp>As a result, marketing tools have very few first-party integrations. \u003C/p>\u003Ch3>2. Built-in connectors\u003C/h3>\u003Cp>These connectors are native to one piece of software that connects to the API of the other piece of software. Typically, they are built with the involvement of only one vendor, who builds these integrations directly into their tool. \u003C/p>\u003Cp>Some BI and marketing platform vendors offer many built-in connectors and use this number heavily in their campaigns. However, when \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-platform\">choosing a marketing data platform\u003C/a> for your agency, you need to consider:\u003C/p>\u003Col>\u003Cli>Which marketing data connectors do you really need?\u003C/li>\u003Cli>Does the marketing data platform have features that solve your pain point?\u003C/li>\u003Cli>What is the cost of the whole package? \u003C/li>\u003Cli>How easy is it to add a source?\u003C/li>\u003C/ol>\u003Cp>The ease of connecting your data is not to be underestimated. \u003C/p>\u003Cp>For example, Tableau had a built-in integration for Microsoft Excel, but there was a whole procedure to connect it. Since 2020, Tableau discontinued support for legacy Excel, so users can now connect sheets only via SQL databases. \u003C/p>\u003Cp>Still too complicated.\u003C/p>\u003Cp>This is why marketers should always look for an integrations + data platform combo that allows them to connect client data with a few clicks on a non-technical level. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/connect_sources_0344bab39d.png\" alt=\"Connecting an account in Whatagraph\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Whatagraph native integrations: Connect once and forget about it\u003C/i>\u003C/p>\u003Ch3>3. Third-party connectors\u003C/h3>\u003Cp>These are the most widespread marketing data connectors and the ones that vary widely in quality. As their name suggests, they are built by third parties, companies unrelated to either one of the two pieces of marketing software that you’re trying to connect. \u003C/p>\u003Cp>Some of these data connectors are uninvolved integrations between two simple tools with open APIs. Others are complex workarounds to connect marketing data between tools that would have no way of communicating otherwise. \u003C/p>\u003Cp>So why would a marketing agency want to use a data platform with less reliable third-party connectors?\u003C/p>\u003Cp>Well, maybe the source platform is so obscure that no one’s bothered to build a native integration for their marketing software. \u003C/p>\u003Cp>In other cases, a company is trying to connect one of its tools to a piece of legacy software that lacks modern connectivity protocols like APIs and needs to find a third party willing to build a data connector and hope it works as it should. \u003C/p>\u003Cp>Thirdly, some agencies still rely on “free” universal tools like Looker Studio (Google Data Studio), which doesn’t have an integrated data connection and must use third-party connectors to import data for visualization.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/third_party_connectors_ee06e7a12d.png\" alt=\"Third-party data connectors\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>A choice of third-party connectors by Supermetrics. Each connector is treated as a separate product with individual pricing and a trial period\u003C/i>\u003C/p>\u003Cp>In that case, the free reporting tool can easily turn expensive due to all the connectors you need to purchase. But the worst part is that you still don’t get satisfying performance in data flows. \u003C/p>\u003Cp>A much better investment would be a dedicated marketing data platform with reliable built-in native integrations, which are included in all pricing plans. \u003C/p>\u003Ch2>Common problems with third-party marketing data connectors\u003C/h2>\u003Cp>Purchasing a third-party marketing connector is easier than building one yourself, and in the case of marketing agencies, the decision-makers might consider the vast number of available integrations on the market as enough reason for choosing a data platform that uses third-party connectors. \u003C/p>\u003Cp>Such a decision, however, shouldn’t be made without considering all the aspects of third-party integrations. And they have serious shortcomings. \u003C/p>\u003Ch3>Lack of flexibility\u003C/h3>\u003Cp>Third-party data connectors or iPaaS (integrated Platform as a Service) and unified APIs operate by standardizing data and wrapping it in visual blocks that users can manipulate. This block structure means that the functionalities offered by underlying APIs are rigid and not fully exploited. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/api_limit_warning_6c11276215.png\" alt=\"Facebook API limit warning\">\u003C/p>\u003Cp>As the number of marketing applications and use cases for each application grows, third-party data connectors can only capture a fraction of those use cases. As a result, agencies may be unable to extract the data they need when using a marketing tool with third-party connectors. \u003C/p>\u003Ch3>Dependent on the provider\u003C/h3>\u003Cp>When a marketing agency uses third-party software to power integrations with clients’ marketing tools, it depends on the software provider. This includes the technical dependency, for example, when a connector breaks off, and the maintenance, i.e. trusting the provider’s team to update and perform fixes for all connectors on time. \u003C/p>\u003Cp>APIs and marketing platforms are updated faster than ever, and a third-party connector can quickly become obsolete unless the provider updates it regularly. \u003C/p>\u003Ch3>Cost\u003C/h3>\u003Cp>Marketing agencies and businesses generally pay a monthly fee to use every third-party integration they purchase. Initially, this can be a cost-effective way to quickly connect \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-sources\">a few simple data sources\u003C/a>. \u003C/p>\u003Cp>However, if these connectors are an integral part of a tool’s roadmap and business objectives, being dependent on the provider to scale integrations can result in high and unpredictable monthly costs. \u003C/p>\u003Cp>Also, if an agency is looking to implement marketing data integrations for more complicated use cases, they may also need to invest significant engineering resources to learn the platform and its code. \u003C/p>\u003Ch3>No control over customer experience\u003C/h3>\u003Cp>As mentioned above, third-party solutions offer only a portion of the underlying APIs’ functionality and may provide less than seamless customer experience. Customers may want to extract metrics in a way that the third-party connector doesn’t allow and become frustrated with the connector's UX.\u003C/p>\u003Cp>With some third-party integrations, a customer’s developers might also have to learn a visual builder interface, which can be time-consuming and require contacting iPaaS customer support. \u003C/p>\u003Cp>Then, if integrations aren’t working properly, it is also challenging for the marketing tool company and the marketing agency to know where the problem is coming from. The troubleshooting process can draw out as customers and the marketing software company try to find the reason why the integration isn’t running smoothly. \u003C/p>\u003Ch3>No direct support for marketing platform users\u003C/h3>\u003Cp>In the case of third-party connectors, there’s no direct customer support for the marketing platform's users. As a result, the marketing data platform that offers third-party integrations to its users needs to enable a technical infrastructure to support the user base. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/user_configuration_error_on_Google_Data_Studio_b24567adbe.png\" alt=\"User configuration error in Looker Studio\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>An issue with the data source or connector provider? One of the common Looker Studio errors\u003C/i>\u003C/p>\u003Cp>Having three parties — the connector company, the marketing tool, and users, such as agencies, may prove challenging to scale and monitor the systematic use of integrations. \u003C/p>\u003Ch2>Why are native integrations better for marketers?\u003C/h2>\u003Cp>Building native integrations in-house and scaling them requires expertise from specific engineers, which translates into extra time and money needed to build them. As the company grows and wants to build more integrations to support its customers’ needs, it might struggle to meet demand while also prioritizing the development of its own platform. \u003C/p>\u003Cp>However, for users, built-in native integrations come with many benefits: \u003C/p>\u003Ch3>More flexible and functional\u003C/h3>\u003Cp>Native integrations give marketing software companies the most control over their integrations, including when data is exchanged, how it flows, and under what conditions. When a marketing data platform builds integrations itself, it can set up the workflows in the exact way marketing agencies need and is only limited by the source’s API. \u003C/p>\u003Cp>An agency looking for a marketing data platform to connect, visualize, and share its clients’ marketing data should look for a solution with native integrations as they offer better partner and customer UX.\u003C/p>\u003Ch3>Marketing data is accurate, visible, and available\u003C/h3>\u003Cp>With native integrations in place, there’s a direct connection between apps and their API, which gives the SaaS company complete visibility into their customer and data activity. This ensures that all the data is updated in real-time or according to its sync schedules.\u003C/p>\u003Cp>In this case, the company owns and operates the integrations, so it can study data logs to understand how data is being used. This way, the company tech team can drive modifications based on how agencies use the integration and quickly communicate any errors and their source to customers. \u003C/p>\u003Cp>For example, if errors only come from one native integration, it likely indicates that the partner system is down.  \u003C/p>\u003Ch3>Increased customer satisfaction and retention\u003C/h3>\u003Cp>Native integrations can improve customer satisfaction and retention, but only if they are reliable and represent the use cases that marketing users want. \u003C/p>\u003Cp>Marketing data integrations with high levels of functionality can become pivotal to agencies' analytics and reporting, reduce inefficiency, and improve the capabilities of the marketing tool they are associated with.\u003C/p>\u003Cp>Diverse and stable native integrations can be an important strategy for marketing SaaS companies to reduce churn. But that is only possible when they provide a seamless UX both at launch and in exploitation. Thanks to their agility and direct access to partner API, native integrations are known for exceptional user experience. \u003C/p>\u003Ch3>Improved acquisition of new users\u003C/h3>\u003Cp>For a marketing SaaS company, native integrations and marketing apps they connect provide more opportunities for customer acquisition. Built-in native integrations foster a deeper understanding of partner products, which ensures better use cases can be developed. \u003C/p>\u003Cp>In addition, highly rated and successful integrations can bring your company deals that would’ve otherwise been lost to a competitor. A solid integration to a keystone system like \u003Ca href=\"https://whatagraph.com/integrations/salesforce\">Salesforce\u003C/a> or web analytics software is the basis of many marketing accounts. For some users, it might be a deciding factor in choosing one marketing software over another.  \u003C/p>\u003Ch2>Whatagraph brings both a robust marketing data platform and native integration\u003C/h2>\u003Cp>Marketing agencies looking for a reliable \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-platform\">marketing data tool\u003C/a> that collects clients’ data through custom connectors should take a closer look at \u003Ca href=\"https://whatagraph.com/marketing-agencies\">Whatagraph\u003C/a>. \u003C/p>\u003Cp>Whatagraph is a marketing data platform to connect, visualize, and share marketing data as visually stunning marketing reports and dashboards. \u003C/p>\u003Cp>It provides an easy and no-code way to integrate marketing data from disparate sources and visualize integrated data in actionable reports. \u003C/p>\u003Cp>There’s no learning curve or manual adjustments. Just add the sources you need and get data into your report. \u003C/p>\u003Cp>To connect clients’ data, you can choose among more than \u003Ca href=\"https://whatagraph.com/integrations\">45 popular marketing data sources\u003C/a>, including Google Analytics 4, social media like Facebook, Instagram, and TikTok, PPC platform Google Ads, Facebook Ads, LinkedIn Ads, Amazon Ads, SEO tools like Ahrefs and Google Search Console, e-commerce tools like Shopify and BigCommerce, Mailchimp, and CRMs like Salesforce and \u003Ca href=\"https://whatagraph.com/integrations/hubspot\">HubSpot\u003C/a>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_integrations_6862356d40.png\" alt=\"A selection of Whatagraph native integrations\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>…and counting. Whatagraph’s current selection of Paid Advertising native integrations\u003C/i>\u003C/p>\u003Cp>For each of these sources, we’ve built native integrations that provide far greater stability than third-party connectors. There’s no risk of connectors breaking off as with third-party integrations. And if there’s any issue with the connectors, chances are that our engineers will spot it first. \u003C/p>\u003Cp>There’s also the question of price. With Whatagraph, you can access all our connectors even with the basic pricing plan. \u003C/p>\u003Cp>Now, imagine if an agency is using Looker Studio to visualize their clients’ marketing data. Whether they use third-party connectors from \u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-connectors\">Supermetrics\u003C/a>, Fivetran, or Panoply, they must pay for the connectors and, in most cases, a top-shelf pricing plan. \u003C/p>\u003Cp>And their connectors will still never be as stable as if they went with Whatagraph and our native connectors. \u003C/p>\u003Cp>But what if the agency needs to connect data outside the current Whatagraph integrations?\u003C/p>\u003Cp>In those cases, users have two options: either build a custom API and connect the source to Whatgraph or export data to Google BigQuery or Google Sheets first. \u003C/p>\u003Cp>Users can create custom reports or dashboards simply by connecting the sources they need and drag-and-dropping the visualization widgets onto the report page. Alternatively, we have a \u003Ca href=\"https://whatagraph.com/templates\">library of report templates\u003C/a> that are pre-made for different marketing reporting cases. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketingdash_1a9cb2d3b0.png\" alt=\"Marketing dashboard in Whatagraph\">\u003C/p>\u003Cp>Remember how we said data workflows are only limited by sources’ APIs? Whatagraph has a workaround for that as well. If you want to visualize metrics unavailable from the sources’ API, you can use a custom formula and create custom metrics using simple mathematical operations.  \u003C/p>\u003Cp>But visualization is not the end of it. Whatagraph allows users to automate report sharing by setting up an emailing schedule. This way, every client receives the right report at the right time and right frequency.\u003C/p>\u003Cp>And you’ve managed to do everything from one tool!\u003C/p>\u003Cp>Finally, Whatagraph integrates with Google BigQuery both as a source and destination. This means you can seamlessly copy marketing data from your client’s platforms to a managed data warehouse, again without any coding involved. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_a_source_11c2c86842.png\" alt=\"Data transfer steps in Whatagraph\">\u003C/p>\u003Cp>Setting up regular \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">data transfers to BigQuery\u003C/a> is an easy and safe way to protect your data from discontinuation and changing policies of individual marketing tools while also allowing you to visualize data with much wider historic ranges. \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Marketing data connectors are an invaluable tool for marketing agencies to bring together clients’ data from disparate sources for analysis and reporting. When you have only a handful of sources, third-party connectors might seem like a faster and cheaper solution. \u003C/p>\u003Cp>However, as the number of accounts and marketing channels increases, managing a collection of third-party software becomes overwhelming, leading to inefficiencies and client dissatisfaction.  \u003C/p>\u003Cp>That’s why we recommend choosing a marketing data platform with built-in native marketing connectors. \u003C/p>\u003Cp>Native connectors are more stable, faster to connect and provide a better user experience and direct technical support, as they are created by the same company that created the marketing data platform. \u003C/p>\u003Cp>Whatagraph is a dedicated marketing data platform powered by reliable native integrations. \u003C/p>\u003Cp>If you struggle to integrate client data with third-party data connectors or use a complex universal data analytics platform to aggregate marketing data, you have all the qualities to become a happy Whatagraph user. \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Request a free trial\u003C/a> and try Whatagraph today. \u003C/p>","2023-11-07T21:11:27.235Z","2025-04-10T14:04:01.380Z","2023-11-07T21:11:30.730Z","2023-11-07",{"id":791,"title":792,"slug":793,"summary":794,"body":795,"read_time":50,"createdAt":796,"updatedAt":797,"publishedAt":798,"errors":31,"table_of_contents":32,"dateReorder":799},2299,"8 Essential Marketing Data Sources You Need to Monitor","marketing-data-sources","\u003Cp>Marketing teams are analyzing more customer data, business data, and third-party data than ever before, which inevitably leads to many innovations in data gathering and processing methods. In other words, if your job description didn’t include collecting marketing data, it might soon.\u003C/p>","\u003Ch2>Marketing success begins and ends with data\u003C/h2>\u003Cp>If you’re reading this, I hope you’re already using data to measure past success. You \u003Ca href=\"https://whatagraph.com/blog/articles/campaign-report\">evaluate campaigns and create reports\u003C/a> to document your ability to ride the current marketing trends toward your business goals. \u003C/p>\u003Cp>However, marketing data is equally valuable for planning future marketing campaigns. Still, for omnichannel campaigns to work, you need more content in more places, and the number of digital marketing data sources you need to cover keeps growing every year. \u003C/p>\u003Cp>All this makes it difficult to know what types of data and how many marketing data sources you need. \u003C/p>\u003Cp>As your marketing budget for 2024 is awaiting approval, it’s a good time to review marketing data sources you’ve used or may use in the next quarter. \u003C/p>\u003Cp>These marketing data sources range from quantitative data sources that present hard-to-beat figures to qualitative data you may not even realize you’re collecting. \u003C/p>\u003Cp>In this article, we’ll review some of the best places to collect data and what to look for when analyzing that data. \u003C/p>\u003Ch2>Quantitative marketing data sources\u003C/h2>\u003Ch3>Google Analytics 4\u003C/h3>\u003Cp>Google Analytics 4 has everything you need to kick off your data-driven marketing strategy. It gives you information on your web traffic and conversions on your website, as well as app data. \u003C/p>\u003Cp>\u003Cstrong>What to look for in Google Analytics 4?\u003C/strong>\u003C/p>\u003Cp>Google Analytics 4 collects an overwhelming amount of marketing stats, but what you should focus on the most is:\u003C/p>\u003Cul>\u003Cli>Traffic sources,\u003C/li>\u003Cli>Engagement rate,\u003C/li>\u003Cli>Pages with the highest views.\u003C/li>\u003C/ul>\u003Cp>Analyzing traffic sources can also streamline your marketing planning. If, for example, social media performs better than emails or PPC, you should increase the ad spend on socials rather than spreading your budget across multiple channels that don’t hit the target. \u003C/p>\u003Cp>Engagement rate is a good metric for detecting if any of your website pages are underperforming and could use an update or refocusing. For example, if the number of engaged sessions is low on a landing page with display ads, you may need to rethink headers and messaging, as well as make the visuals more engaging. \u003C/p>\u003Cp>By analyzing high page views, you can shape next year’s content marketing strategy on those pages. This can help you increase a target demographic that is already coming to your website. \u003C/p>\u003Cp>With Whatagraph’s native \u003Ca href=\"https://whatagraph.com/integrations/ga4\">Google Analytics 4 integration\u003C/a>, connecting and analyzing your clients’ GA4 data becomes a breeze: \u003C/p>\u003Cul>\u003Cli>Step 1: Chose a \u003Ca href=\"https://whatagraph.com/templates/google-analytics-4-report\">Google Analytics 4 report template\u003C/a>,\u003C/li>\u003Cli>Step 2: Add the client’s account,\u003C/li>\u003Cli>Step 3: Take insights from visualized data.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/google_analytics_4_08f41b2142.png\" alt=\"Google Analytics 4 report section \">\u003C/p>\u003Cp>You can use one of Whatagraph templates, or \u003Ca href=\"https://whatagraph.com/google-analytics-4-reporting-tool\">create your own GA4 report\u003C/a> from scratch using drag-and-drop widgets as building blocks and specifying metrics and filters for each widget. \u003C/p>\u003Ch3>Advertising platforms\u003C/h3>\u003Cp>When it comes to creating content for your paid ads on Google or social media, your primary metric is conversions. If the conversion rate is nowhere near your goal, you should revise your ad copy or visuals to launch more compelling content. \u003C/p>\u003Cp>For example, you can also use a \u003Ca href=\"https://whatagraph.com/templates/google-ads-report\">Google Ads report template\u003C/a> to identify and research high-performing keywords, which you can use for search engine optimization. \u003C/p>\u003Cp>But what does high-performing mean in this case?\u003C/p>\u003Col>\u003Cli>Good conversion rate on the website,\u003C/li>\u003Cli>A high number of clicks,\u003C/li>\u003Cli>Good click-through rate.\u003C/li>\u003C/ol>\u003Cp>If these keywords are expensive, you should also use them in your strategy and try to rank for them in organic search. \u003C/p>\u003Cp>Paid ads on social media can also provide valuable insights into lead generation and marketing activity for each ad you deploy for your client. On \u003Ca href=\"https://phonexa.com/blog/pay-per-call-facebook-ads/\" target=\"_blank\" rel=\"noopener noreferrer\">Facebook Ads\u003C/a>, for example, some of the most relevant data points include:\u003C/p>\u003Cul>\u003Cli>Return on ad spend (ROAS),\u003C/li>\u003Cli>Impressions,\u003C/li>\u003Cli>Clicks,\u003C/li>\u003Cli>Post engagement. \u003C/li>\u003C/ul>\u003Cp>ROAS is a powerful indicator if you’re trying to maximize spending efficiency, especially for clients with large amounts of ad spend. But other metrics like impressions (the number of appearances in users’ feeds) and clicks can provide additional context. \u003C/p>\u003Cp>Post engagement is another valuable piece of data to keep an eye on, as it can tell how popular or interesting your ad content is. Posts with low engagement are best deleted or reworked since the current content doesn’t resonate with your target audience. \u003C/p>\u003Cp>Whatagraph allows you to effortlessly connect data from advertising channels such as Google Ads, Facebook Ads, LinkedIn Ads, and Amazon Ads, and compare the performance in a cross-channel view. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/consolidated_ppc_ea12266927.png\" alt=\"Cross-channel marketing report multi-source widget\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>A detail of a \u003C/i>\u003Ca href=\"https://whatagraph.com/ppc-reporting-tool\">\u003Ci>Consolidated PPC Report\u003C/i>\u003C/a>\u003Ci> created in Whatagraph\u003C/i>\u003C/p>\u003Ch3>Social media\u003C/h3>\u003Cp>Social media are critical for advertising, but also for feeling the pulse of the customers and increasing the reach, trust, and advocacy. Agencies that monitor their clients’ brand mentions on social media can achieve even better results than with regular ad campaigns. \u003C/p>\u003Cp>Develop a quick response methodology for different brand discussions, including reviews. Product questions, and even customer complaints. This way, the customers feel heard and appreciated. \u003C/p>\u003Cp>You can also use social media to monitor what users say about your competition and use those insights in your next marketing strategy revision. \u003C/p>\u003Cp>But without the right tool to monitor all social media, you might miss many opportunities. \u003C/p>\u003Cp>Whatagraph allows you to collect marketing data from all popular social media channels and present insights in \u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">cross-channel reports\u003C/a>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/social_overview_aa9f38bb1b.png\" alt=\"Social media overview in Whatagraph\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>A detail of a \u003C/i>\u003Ca href=\"https://whatagraph.com/templates/social-media-report\">\u003Ci>Social Media Overview Report\u003C/i>\u003C/a>\u003Ci> created in Whatagraph\u003C/i>\u003C/p>\u003Cp>With all social media accounts in one overview report, you can easily track the performance of individual channels or create a multi-source table to compare the metrics of choice for individual posts.  \u003C/p>\u003Ch3>Google Search Console\u003C/h3>\u003Cp>If you’re not an SEO expert, Google Search Console could appear too technical, but it’s not that difficult to learn the basics and monitor metrics like:\u003C/p>\u003Cul>\u003Cli>Core web vitals,\u003C/li>\u003Cli>Page indexing,\u003C/li>\u003Cli>Performance overview.\u003C/li>\u003C/ul>\u003Cp>The core web vitals report reveals the speed performance of your pages: good, needs, improvement, and poor. However, speed isn’t just an SEO ranking factor — it’s also essential for the overall customer experience. If you see a lot of poor URLs, you need to create a ticket and get them improved as soon as possible.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/gsc_dashboard_3bde8c3bd6.png\" alt=\"Google Search Console dashboard in Whatagraph\">\u003C/p>\u003Cp>The page indexing report tells you if Google indexes your pages, while the performance overview gives you the search queries you appear in. \u003C/p>\u003Cp>Thanks to \u003Ca href=\"https://whatagraph.com/integrations/google-search-console\">native integration with Google Search Console\u003C/a>, Whatagraph allows you to connect this source data in a few clicks and create an SEO overview with your critical engagement metrics. \u003C/p>\u003Ch3>CRMs\u003C/h3>\u003Cp>Customer Relationship Management tools are a valuable source of marketing data. They hold all the essential customer datasets in one place to help you understand conversions and analyze customer interactions. \u003C/p>\u003Cp>What to look for in CRMs?\u003C/p>\u003Cul>\u003Cli>Time to close,\u003C/li>\u003Cli>Deal value,\u003C/li>\u003Cli>Time to respond to support tickets.\u003C/li>\u003C/ul>\u003Cp>Combined with information on which channel customers were acquired and their lifetime value, these insights can help you optimize future campaigns and calculate hard-to-get KPIs such as the ROI of your marketing. \u003C/p>\u003Cp>Now you can round up your marketing efforts by including data from your HubSpot or Salesforce account in any report created in Whatagraph — quickly and painlessly.    \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/salesforce_report_6f3fb1bf68.png\" alt=\"Salesforce report in Whatagraph\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>A detail of a \u003C/i>\u003Ca href=\"https://whatagraph.com/salesforce-dashboards\">\u003Ci>Salesforce Campaign Report\u003C/i>\u003C/a>\u003Ci> created in Whatagraph\u003C/i>\u003C/p>\u003Ch2>Qualitative marketing data sources\u003C/h2>\u003Cp>In addition to quantitative marketing data from the previous examples, qualitative data from your sales and support teams is just as important for gaining new insights and creating a data-based marketing plan. \u003C/p>\u003Ch3>Insights from sales development representatives\u003C/h3>\u003Cp>You may do your marketing research, but your sales development representatives (SDRs) speak to customers all the time, which makes them a valuable source of market intelligence. \u003C/p>\u003Cp>\u003Cstrong>What insights to look for from SDRs?\u003C/strong>\u003C/p>\u003Cp>Start by asking questions like:\u003C/p>\u003Cul>\u003Cli>What was the focus of a recent inbound call with a prospect? What challenges were they trying to solve?\u003C/li>\u003Cli>What was the last prospect that you had an easy time closing? What was the problem that the person was trying to solve? Why did the prospect choose to sign?\u003C/li>\u003Cli>What would you say are our advantages over the companies we compete with?\u003C/li>\u003C/ul>\u003Cp>Speaking to sales representatives to determine customer pain points allows you to understand what unique selling points are most appealing to certain prospect groups. With those insights in hand, you can focus on those unique selling points in your messaging. \u003C/p>\u003Cp>Sales call data can also help you separate different customer groups. Audience segmentation makes it easier to find more engaging examples for marketing campaigns. \u003C/p>\u003Cp>By talking to people who actually speak to your customers, you can understand the quantitative data you’re gathering and have a more complete picture of your prospects and their industry. \u003C/p>\u003Ch3>Insights from technical support \u003C/h3>\u003Cp>Your support team has deep knowledge of your product’s pain points, which makes them a great source of potential marketing data. \u003C/p>\u003Cp>The data you get from your customer support team can contain technical issues customers experience with your product or website. This information helps you understand what messaging to underline and what to avoid if, for example, a feature is not yet fully developed and may lead to a negative user experience. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/clarity_heatmap_cca2bef889.png\" alt=\"Clarity heatmap \">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Tools like Clarity can show your support team if something on your website is not working\u003C/i>\u003C/p>\u003Cp>For example, if your service has speed issues, you may not want to make an ad creative saying how fast it is.\u003C/p>\u003Cp>If you use Google Analytics 4 and come to realize that engaged sessions are low on a certain product page, your support team can identify what is confusing customers about that page. \u003C/p>\u003Ch3>Insights from account managers\u003C/h3>\u003Cp>If you are in a B2B marketing team or serve multiple clients as an agency, your account managers can be another valuable marketing data source.\u003C/p>\u003Cp>\u003Cstrong>What insights to look for from account managers? \u003C/strong>\u003C/p>\u003Cp>The story of your marketing data should really start with you talking to account managers first. This team understands your clients on a micro and macro level and can tell you:\u003C/p>\u003Cul>\u003Cli>What kinds of marketing campaigns do prospects respond to the most?\u003C/li>\u003Cli>What marketing trends do they pay attention to?\u003C/li>\u003Cli>What pain points lead them to you?\u003C/li>\u003Cli>What economic indicators are important to them?\u003C/li>\u003C/ul>\u003Ch2>Connect marketing data sources easily with Whatagraph\u003C/h2>\u003Cp>To gain a complete overview of your client, you need to track marketing data that lives on different marketing platforms. Until recently, marketing agencies have often used several tools to connect marketing data sources into a unified view — one tool for social media, another for Google-based platforms, the third for paid advertising, etc. \u003C/p>\u003Cp>It’s not rare that marketers still use one tool to connect data sources and another to visualize and share insights with their clients. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ppc_integrations_7ebfd7daec.png\" alt=\"Paid ads integrations in Whatagraph\">\u003C/p>\u003Cp>In either case, relying on multiple marketing SaaS complicates data aggregation and reporting. \u003C/p>\u003Cp>If any of the tools encounters a problem, you can’t complete your data journey. Not to mention the cost and logistics of managing several tool subscriptions. \u003C/p>\u003Cp>Whatagraph solves these problems by offering \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-platform\">a marketing data platform\u003C/a> to connect, visualize, and share marketing data from diverse sources.  \u003C/p>\u003Cp>\u003Cstrong>What makes Whatagraph an ideal choice for marketing agencies?\u003C/strong>\u003C/p>\u003Ch3>One platform\u003C/h3>\u003Cp>Whatagraph allows you to connect, visualize, and share your marketing data within the same tool. Thanks to over 45 native integrations with popular website analytics, social media, paid ads, e-commerce, email marketing, and CRM tools, your connections are fast and stable. Add your data sources once and create stunning reports and dashboards with accurate marketing data. All the supported integrations are available in all pricing plans. \u003C/p>\u003Ch3>Easy cross-channel insights\u003C/h3>\u003Cp>Bring cross-channel data together in just a few clicks by simply connecting the multiple data sources to a single report and dashboard and pick the widgets you need for cross-channel visualization. You can set individual data sources for every graph, chart, table, and even a single-value widget. \u003C/p>\u003Cp>Use separate widgets for each channel or blend data within a single widget for unified metrics. Thanks to custom formulas, you can blend existing metrics from multiple sources and create new metrics that original platforms don’t provide. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_formula_278fd448c9.png\" alt=\"Custom formulas in Whatagraph\">\u003C/p>\u003Cp>Multi-source tables are another handy cross-channel feature you can use to compare metrics of choice from comparable sources, like paid advertising or social media. \u003C/p>\u003Ch3>Connect any marketing data source\u003C/h3>\u003Cp>Our list of native integrations is growing constantly, but if you currently have a data source you want to connect and report on, Whatagraph gives you three workarounds: \u003C/p>\u003Col>\u003Cli>Create a custom API, \u003C/li>\u003Cli>Move data to Google BigQuery and connect it as a source, \u003C/li>\u003Cli>Export data to Google Sheets and connect it as native integration. \u003C/li>\u003C/ol>\u003Cp>The last option is useful if you want to include additional formulas like exchange rates to your data before unifying it in one of the Whatagraph reports.  \u003C/p>\u003Ch3>Report automation and live dashboard links\u003C/h3>\u003Cp>Whatagraph enables you to automate much of the data collection and reporting process. Once you add your data sources, create a report, and specify the recipients: email addresses, frequency, and time of sending, you can set the whole process on autopilot, and your clients will receive every report on time.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automate_report_2661de2852.png\" alt=\"Report automation in Whatagraph\">\u003C/p>\u003Cp>Of course, you can add a review step if you want to inspect what gets sent and include additional comments and recommendations. \u003C/p>\u003Cp>Another handy reporting feature is \u003Ca href=\"https://whatagraph.com/live-dashboards\">live links to reports and dashboards\u003C/a>. \u003C/p>\u003Cp>Emailed .pdf reports are great for periodical reporting and allow clients to reference data from previous periods. \u003C/p>\u003Cp>Live links, however, give additional transparency to reporting as they remove all the steps between clients and their marketing data. They reduce the possibility of human error and speed up client-agency communication as clients can access real-time data at any time, from any place.\u003C/p>\u003Ch3>Code-free data transfers to BigQuery\u003C/h3>\u003Cp>Whatagraph offers an intuitive, \u003Ca href=\"https://www.shno.co/blog/what-is-no-code\" target=\"_blank\" rel=\"noopener noreferrer\">no-code way\u003C/a> to transfer data from multiple marketing platforms to Google BigQuery data warehouse. \u003C/p>\u003Cp>Data warehousing gives you total ownership of the marketing data you collect. Instead of trusting multiple platforms to keep your data, move it to a warehouse and run data analysis whenever you need, without date range or API limitations. \u003C/p>\u003Cp>And the best thing is that you don’t have to build or maintain your connection. With Whatagraph, setting up a date transfer to BigQuery takes just a few clicks. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=duPLgIOS-vs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/duPLgIOS-vs\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Although quantitative marketing data is the essence of marketing analytics, qualitative data can help you see the whole picture of your clients’ marketing performance. \u003C/p>\u003Cp>However, qualitative and quantitative marketing data sources don’t need to be siloed from each other. Account managers can provide useful notes on the customer journey, which you can transform into comments or recommendations in client reports. \u003C/p>\u003Cp>This combination of metrics and human observation ensures an accurate interpretation of your marketing results. \u003C/p>\u003Cp>Yet, in spite of marketing data sources often being widely diversified, data gathering shouldn’t take much of your time. \u003C/p>\u003Cp>More precisely, it shouldn’t take more than a couple of minutes of what it takes to connect a new client’s accounts in Whatagraph. \u003C/p>\u003Cp>Connect the accounts once and use our intuitive drag-and-drop data visualization to create unlimited reports and dashboards.  \u003C/p>\u003Cp>Request \u003Ca href=\"https://live.whatagraph.com/auth/register\">a free trial\u003C/a> of Whatagraph today — connect your marketing sources and start analyzing your marketing data with no limits. \u003C/p>","2023-11-08T14:14:28.755Z","2025-06-17T13:45:15.750Z","2023-11-08T14:15:36.637Z","2023-11-08",{"id":801,"title":802,"slug":803,"summary":804,"body":805,"read_time":50,"createdAt":806,"updatedAt":807,"publishedAt":808,"errors":31,"table_of_contents":32,"dateReorder":809},2300,"The Hottest Black Friday Software Deals for Marketing Agencies in 2024","black-friday-deals-2023","\u003Cp>Black Friday. The infamous and notorious day after Thanksgiving became synonymous with big box store sieges and online shopping sprees. In recent years, however, the BF became an opportunity for SaaS companies to reel in new or retain old clients with unbelievable discounts. On the other end of the budget, Black Friday is an opportunity for marketing agencies to modernize and optimize their tool stack with the latest marketing tools. \u003C/p>","\u003Ch2>How Can Marketing Agencies Benefit From SaaS Black Friday Deals?\u003C/h2>\u003Cp>Marketing agencies can benefit from SaaS Black Friday deals in multiple ways, such as saving costs, improving efficiency, and offering more advanced services due to adopting new tools. \u003C/p>\u003Cp>Let’s expand on these benefits briefly before we jump into the pool of the hottest BF2024 marketing SaaS deals.\u003C/p>\u003Ch3>Save costs\u003C/h3>\u003Cp>By taking advantage of discounted subscription rates or add-ons, agencies can save on software upgrades. Since most of these solutions run on yearly subscriptions, this can result in significant cost savings, especially for agencies that are in the process of reviewing all their subscriptions. \u003C/p>\u003Ch3>Enhance tool stack\u003C/h3>\u003Cp>Investing in new marketing software or upgrading existing ones boosts the agency's capabilities, which translates into more options they can offer to their clients. This includes tools for project management, collaboration, marketing data analytics, marketing data automation, and design. \u003C/p>\u003Ch3>Automate processes\u003C/h3>\u003Cp>By exploring SaaS deals on marketing automation platforms, agencies can find the most cost-effective way to streamline repetitive tasks, nurture leads, and optimize marketing workflows. A fair deal on an automation product can improve efficiency and enable agencies to scale their operations without necessarily increasing manual effort. \u003C/p>\u003Ch3>Upskill staff\u003C/h3>\u003Cp>SaaS deals on online training and skill development platforms are a good opportunity to improve the skill set of agency staff. More capable staff can give agencies a more competitive edge in the industry due to improved expertise and service delivery. \u003C/p>\u003Ch2>10 Black Friday 2024 Marketing Software Deals\u003C/h2>\u003Cp>Here’s our roundup of the best marketing agency software Black Friday deals:\u003C/p>\u003Col>\u003Cli>ContentStudio\u003C/li>\u003Cli>Rankability\u003C/li>\u003Cli>SendX\u003C/li>\u003Cli>Snov.io\u003C/li>\u003Cli>Sender\u003C/li>\u003Cli>CallHippo\u003C/li>\u003Cli>Crawlbase Smart API \u003C/li>\u003Cli>Weblium\u003C/li>\u003Cli>Placeit\u003C/li>\u003Cli>Outgrow\u003C/li>\u003Cli>Create & Grow Link Building Service - Bonus Agency Deal\u003C/li>\u003Cli>The Email Marketers - Bonus Agency Deal\u003C/li>\u003C/ol>\u003Cp>Let’s begin:  \u003C/p>\u003Ch3>ContentStudio\u003C/h3>\u003Cp>ContentStudio.io is a comprehensive social media management platform designed to streamline content creation, scheduling, publishing, and analysis across various social networks. It offers a suite of tools to enhance your social media strategy:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI-Powered Content Creation\u003C/strong>: Generate engaging captions and images swiftly using AI assistance.\u003C/li>\u003Cli>\u003Cstrong>Publishing and Scheduling\u003C/strong>: Plan and automate posts across multiple platforms, ensuring consistent and timely content delivery.\u003C/li>\u003Cli>\u003Cstrong>Content Discovery\u003C/strong>: Find and curate trending content relevant to your audience, keeping your channels fresh and engaging.\u003C/li>\u003Cli>\u003Cstrong>Analytics and Reporting\u003C/strong>: Monitor performance metrics to refine your strategy and demonstrate success through detailed reports.\u003C/li>\u003Cli>\u003Cstrong>Team Collaboration\u003C/strong>: Facilitate seamless teamwork with features like approval workflows and shared content calendars.\u003C/li>\u003Cli>\u003Cstrong>Unified Social Inbox\u003C/strong>: Manage all your social interactions in one place, improving customer engagement and response times.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday deal\u003C/strong>: \u003Ca href=\"https://contentstudio.io/black-friday\" target=\"_blank\" rel=\"noopener noreferrer\">40% off first year on annual plans\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Promo code\u003C/strong>: none\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: November 20-30\u003C/p>\u003Ch3>Rankability\u003C/h3>\u003Cp>\u003Ca href=\"https://www.rankability.com/affiliates\" target=\"_blank\" rel=\"noopener noreferrer\">Rankability\u003C/a> is your ultimate SEO platform designed to help you dominate search rankings with AI-powered tools for content optimization, keyword research, and much more. Whether you're an SEO specialist, expert, or master, Rankability provides everything you need to create content that ranks and drives results.\u003C/p>\u003Cp>\u003Cstrong>Why Choose Rankability?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI-Powered Content Briefs\u003C/strong>: Build SEO-optimized content with detailed AI-driven outlines.\u003C/li>\u003Cli>\u003Cstrong>NLP Content Optimizers\u003C/strong>: Boost your relevancy with insights from Google and IBM Watson.\u003C/li>\u003Cli>\u003Cstrong>Keyword Research\u003C/strong>: Uncover winning content ideas based on real-time data.\u003C/li>\u003Cli>\u003Cstrong>Content Monitoring\u003C/strong>: Track and improve your top-performing pages.\u003C/li>\u003Cli>\u003Cstrong>Exclusive SEO Training\u003C/strong>: Learn directly from SEO expert Nathan Gotch.\u003C/li>\u003Cli>\u003Cstrong>Mastermind Calls & Founder Support\u003C/strong>: Get hands-on advice from the Rankability team.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: Free SEO consultations with 7-figure agency owners on how to scale your SEO and 40% recurring commissions for all referrals. \u003C/p>\u003Cul>\u003Cli>Valid for both \u003Cstrong>Yearly\u003C/strong> and \u003Cstrong>Monthly Plans\u003C/strong>\u003C/li>\u003Cli>No long-term contracts—cancel anytime!\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: November 24 - December 1\u003C/p>\u003Ch3>SendX\u003C/h3>\u003Cp>SendX offers a powerful drag-and-drop editor with 1,000+ professionally designed templates, making it easy to create stunning emails in minutes. Plus, you’ll get access to a complete toolkit for building high-converting popups, forms, and landing pages—perfect for capturing more leads and driving sales. \u003C/p>\u003Cp>With industry-leading deliverability, advanced automation, and in-depth analytics, SendX is built to help you grow, whether you’re a startup or a seasoned pro. Don’t miss out—unlock your marketing potential with this limited-time offer and watch your business thrive!\u003C/p>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: \u003Ca href=\"https://www.sendx.io/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">Get 40% off this Black Friday and Cyber Monday with SendX\u003C/a>—your all-in-one email marketing solution!\u003C/p>\u003Cp>\u003Cstrong>Promo code\u003C/strong>:\u003Cstrong> \u003C/strong>SENDXBF2024\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>:\u003Cstrong> \u003C/strong>November 29 - December 2\u003C/p>\u003Ch3>Snov.io\u003C/h3>\u003Cp>Maximize your sales prowess with Snov.io! This comprehensive platform, designed for success, enables you to discover emails, create compelling campaigns, and effortlessly oversee sales deals through its user-friendly CRM. Snov.io is poised to improve your sales outreach with seamless integration and boundless effectiveness. Experience the transformation of leads into success by trying Snov.io today!\u003C/p>\u003Cp>\u003Cstrong>Why should you check it?\u003C/strong>\u003C/p>\u003Cp>Snov.io is a platform that provides a set of tools for sales marketing and lead generation. It offers features such as email verification, finding and collecting email addresses, and sending email campaigns. \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Email Finder\u003C/li>\u003Cli>Email Verifier\u003C/li>\u003Cli>LI Prospect Finder\u003C/li>\u003Cli>Email Drip Campaigns\u003C/li>\u003Cli>CRM Integration\u003C/li>\u003Cli>Warm-up yor inbox\u003C/li>\u003Cli>Email Finder Extension\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: \u003Ca href=\"https://snov.io/black-friday\" target=\"_blank\" rel=\"noopener noreferrer\">50% off on annual plan\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Promo Code\u003C/strong>: BLACKFRIDAY24\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: 25th November - 3st December\u003C/p>\u003Ch3>Sender\u003C/h3>\u003Cp>Sender is a full-featured email marketing platform that offers everything an agency needs for effective email marketing but on an affordable plan. For a fraction of the cost of top-shelf email marketing providers, you get integrations to Magento, WooCommerce, WordPress, PrestaShop, and many other platforms to send highly converting newsletters and grow your client’s business. \u003C/p>\u003Cp>\u003Cstrong>Why should you check it?\u003C/strong>\u003C/p>\u003Cp>Simple point-and-click interface, clean functionality, and helpful customer support. \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Drag-and-drop editor\u003C/li>\u003Cli>Automation\u003C/li>\u003Cli>Segmentation\u003C/li>\u003Cli>A/B testing capabilities\u003C/li>\u003Cli>Abandoned cart recovery\u003C/li>\u003Cli>Custom fields and personalization\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday deal\u003C/strong>: \u003Ca href=\"https://www.sender.net/\" target=\"_blank\" rel=\"noopener noreferrer\">20% off on all paid plans\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Coupon code\u003C/strong>: PARTNERS20\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: December 3 \u003C/p>\u003Ch3>CallHippo\u003C/h3>\u003Cp>\u003Ca href=\"https://callhippo.com/\" target=\"_blank\" rel=\"noopener noreferrer\">CallHippo\u003C/a> is a leading virtual call center solution built for businesses of all sizes. Equipped with tailored features to elevate customer experiences and empower sales teams, CallHippo integrates seamlessly with over 100 applications like Shopify, Zapier, Freshdesk, and HubSpot. By automating call center tasks, it optimizes efficiency and simplifies workflows for enhanced productivity.\u003C/p>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: 20% Annual payment discount 15% Quarterly discount\u003C/p>\u003Cp>\u003Cstrong>Coupon Code\u003C/strong>: Reach out to marketing@callhippo.com for your coupon code.\u003C/p>\u003Cp>\u003Cstrong>Valid\u003C/strong> \u003Cstrong>thru\u003C/strong>: December 6\u003C/p>\u003Ch3>Crawlbase Crawling API\u003C/h3>\u003Cp>Crawlbase is a comprehensive data scraping solution that empowers businesses to gather valuable information at scale. With advanced proxy solutions and reliable infrastructure, Crawlbase enables users to bypass blocks and access web data seamlessly.\u003C/p>\u003Cp>Its Crawling API is designed to help users scrape and access data from multiple sources simultaneously, quickly scaling to meet any demand. It’s optimized for accuracy and performance, allowing you to focus on insights rather than infrastructure.\u003C/p>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: Sign up now and enjoy \u003Ca href=\"https://crawlbase.com/\" target=\"_blank\" rel=\"noopener noreferrer\">$25 worth of FREE Crawling API requests\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Promo Code\u003C/strong>: CBBF2024\u003C/p>\u003Cp>\u003Cstrong>Valid\u003C/strong> \u003Cstrong>thru\u003C/strong>: November 29 – December 12 for new users.\u003C/p>\u003Ch3>Weblium\u003C/h3>\u003Cp>Weblium is a website builder to turn your ideas and conceptions into a ready-to-use functional site. With the assistance of our builder, you can create different types of websites and edit them at any time, adding more content. While integrations with different payment systems and built-in CRM will help you bring your business online, a flexible editor will be an advantage for designers and marketers. \u003C/p>\u003Cp>\u003Cstrong>Why check this product:\u003C/strong> When you need to create a website, online store, or landing page.\u003C/p>\u003Cp>\u003Cstrong>Best-match audience\u003C/strong>: small and medium-sized business owners, web designers, and marketers.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Flexible page editor with 250+ ready-made blocks\u003C/li>\u003Cli>Round-a-clock support \u003C/li>\u003Cli>High-speed and advanced SEO settings\u003C/li>\u003Cli>Built-in CRM system\u003C/li>\u003Cli>Contact forms for lead collection with popular integrations \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday Deal:\u003C/strong> \u003Ca href=\"https://weblium.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Up to 55% off on any annual plan\u003C/a>. Just spin the Wheel of Fortune to win a lottery.\u003C/p>\u003Cp>\u003Cstrong>Promo code:\u003C/strong> No promo code needed\u003C/p>\u003Cp>\u003Cstrong>Duration\u003C/strong>: November 25 - December 6 \u003C/p>\u003Ch3>Placeit\u003C/h3>\u003Cp>Placeit by Envato is an all-in-one design tool offering over 50k customizable templates for logos, videos, and social media imagery, continuously updated with fresh designs from skilled professionals. \u003C/p>\u003Cp>With AI-generated assets and a customizable brand kit, users can create high-quality visuals in minutes, even without extensive design skills. \u003C/p>\u003Cp>The platform also features templates specifically for promoting events like Cyber Monday, making it easy to attract customers and boost sales. Ideal for small business owners, freelancers, and marketers.\u003C/p>\u003Cp>\u003Cstrong>Why should you check it?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Over 50K Templates\u003C/strong>: Dive into a vast collection of professionally crafted templates tailored for every branding need. From logos to social media campaigns, we've got you covered!\u003C/li>\u003Cli>\u003Cstrong>Daily Updates\u003C/strong>: Stay ahead of the design curve with our ever-growing library. Our team of experts adds fresh, trendy designs daily, ensuring your content is always on point.\u003C/li>\u003Cli>\u003Cstrong>Time-Efficient Design\u003C/strong>: No more endless hours spent on design. With Placeit, creating eye-catching images takes just minutes. Spend less time and achieve more impact!\u003C/li>\u003Cli>\u003Cstrong>Seamless Branding\u003C/strong>: Build a cohesive brand presence across platforms. Craft stunning logos, videos, and social media content that reflect your brand's unique personality.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: \u003Ca href=\"https://placeit.net/cybermonday/\" target=\"_blank\" rel=\"noopener noreferrer\">33% off on annual subs for new users only\u003C/a>. \u003C/p>\u003Cp>\u003Cstrong>Promo code\u003C/strong>: No promo code needed\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: November 27 - December 3\u003C/p>\u003Ch3>Outgrow\u003C/h3>\u003Cp>With Outgrow’s powerful no-code builder, you can easily create these engaging interactive content. The magic here is in showing your audience how you can help them level up in specific areas.\u003C/p>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: Get 1 interactive content piece \u003Ca href=\"https://premade.outgrow.us/black-friday-offer\" target=\"_blank\" rel=\"noopener noreferrer\">built by the Outgrow team\u003C/a> at no additional cost—a perfect way to boost engagement and capture more leads effortlessly.\u003C/p>\u003Cp>\u003Cstrong>Promo code\u003C/strong>: No promo code needed\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: December 31\u003C/p>\u003Ch2>Bonus: Black Friday Agency Deals\u003C/h2>\u003Ch3>Create & Grow Link Building Service\u003C/h3>\u003Cp>Create and Grow is excited to announce a special Black Friday Deal—20% lifetime discount on our premium link building packages! This offer is perfect for businesses in the SaaS, startup, marketing, and tech industries looking to enhance their SEO strategy and achieve long-term growth.\u003C/p>\u003Cp>Why should you check it?\u003C/p>\u003Cp>Our link-building service guarantees high-quality backlinks from authoritative sites with real traffic from the US, UK, Canada, and Australia. With a tailored approach, you’ll receive links to your most important pages, optimized anchor texts, and expert analysis to strengthen your site’s domain authority.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>8 to 38 high-quality links per month\u003C/li>\u003Cli>Competitor backlink gap analysis\u003C/li>\u003Cli>Anchor text and toxic backlink audits\u003C/li>\u003Cli>Live reporting and placement guarantee\u003C/li>\u003Cli>Guaranteed link placement from sites with over 1000 organic traffic\u003C/li>\u003Cli>Sites with US/UK/CA/AU traffic\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday Deal\u003C/strong>: 20% Lifetime OFF\u003C/p>\u003Cp>\u003Cstrong>Promo code\u003C/strong>: BLACKFRIDAY20\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: November 8, 2024 - December 3\u003C/p>\u003Cp>Hurry, slots are limited! Once the slots are filled, the sale ends.\u003C/p>\u003Cp>Get the Deal Now: \u003Ca href=\"https://createandgrow.com/linkbuilding-sale-black-friday-cyber-monday/\" target=\"_blank\" rel=\"noopener noreferrer\">Claim your 20% off here!\u003C/a>\u003C/p>\u003Ch3>The Email Marketers\u003C/h3>\u003Cp>The Email Marketers is your go-to \u003Ca href=\"https://www.theemailmarketers.com/\" target=\"_blank\" rel=\"noopener noreferrer\">email marketing agency\u003C/a> for creating high-converting email campaigns that drive revenue, nurture customer relationships, and amplify your brand’s impact. Whether you're an email newbie or a seasoned pro, we’re here to elevate your email marketing game.\u003C/p>\u003Cp>\u003Cstrong>Why choose The Email Marketers?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom Email Strategies\u003C/strong>: Tailored plans to engage your audience and boost ROI.\u003C/li>\u003Cli>\u003Cstrong>Stunning Design\u003C/strong>: Emails that captivate and convert with a design-first approach.\u003C/li>\u003Cli>\u003Cstrong>Performance Insights\u003C/strong>: Data-driven recommendations to optimize your campaigns.\u003C/li>\u003Cli>\u003Cstrong>Expert Support\u003C/strong>: Direct access to industry-leading email marketing professionals.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Black Friday Deal: \u003C/strong>FREE Email Marketing Consultation: Get a personalized session to uncover strategies that will supercharge your email campaigns.\u003C/p>\u003Cp>What’s Included?\u003C/p>\u003Cul>\u003Cli>In-depth email strategy review.\u003C/li>\u003Cli>Expert insights on improving deliverability, design, and copy.\u003C/li>\u003Cli>Actionable tips to increase open and conversion rates.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Promo Code\u003C/strong>: No code is required. Spots are limited, so book your consultation now!\u003C/p>\u003Cp>\u003Cstrong>Valid thru\u003C/strong>: November 24 - December 1\u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>We hope that some of these fantastic marketing software will match your agency's needs and, by the time Cyber Monday chimes in, find a place in your tool stack. Many of these tools have free trial periods, so this is a good opportunity to test them against each other or the solutions you currently have in place. \u003C/p>\u003Cp>Choose wisely, choose smart. Happy Black Friday!\u003C/p>","2023-11-15T14:20:12.806Z","2024-11-28T10:25:24.208Z","2023-11-15T14:21:29.110Z","2024-11-22",{"id":811,"title":812,"slug":813,"summary":814,"body":815,"read_time":42,"createdAt":816,"updatedAt":817,"publishedAt":818,"errors":31,"table_of_contents":32,"dateReorder":819},2301,"Marketing Data Analytics: Bring Together Marketing Data for Actionable Insights ","marketing-data-analytics","\u003Cp>The digital age brought up big data that allows marketing agencies to record every consumer click, impression, and view. However, this amount of marketing data is irrelevant if it’s not structured and analyzed for actionable insights that lead to campaign optimizations. That is the role of marketing data analytics.\u003C/p>","\u003Ch2>What is marketing data analytics?\u003C/h2>\u003Cp>Marketing data analytics is the practice of gathering and analyzing data from different marketing channels and sources to gain insights into customer behavior, marketing performance, and the effectiveness of marketing strategies. \u003C/p>\u003Cp>The aim of marketing data analysis is to foster data-driven decisions that help marketing teams optimize their marketing efforts and achieve better results with the available resources. \u003C/p>\u003Cp>There are three models or types of marketing data analytics:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Descriptive analytics\u003C/strong>: When you collect historical data sets from earlier campaigns and use the insights to plan strategies for future campaigns.\u003C/li>\u003Cli>\u003Cstrong>Predictive analytics\u003C/strong>: When you use insights from previous digital marketing campaigns to try to predict customer behavior so you can work out better-targeted future campaigns.\u003C/li>\u003Cli>\u003Cstrong>Prescriptive analytics\u003C/strong>: This model assumes that you gather customer data from all available touchpoints and analyze the impact of each company initiative and customer interaction to create highly targeted campaigns that influence customer behavior. \u003C/li>\u003C/ul>\u003Cp>When used together, these analytic models create a complete picture of the effectiveness of marketing campaigns on the target audience. \u003C/p>\u003Ch2>6 ways marketing agencies benefit from analyzing marketing data\u003C/h2>\u003Cp>Marketing data analytics transform the performance of clients’ marketing channels into actionable insights that agencies can use to improve customer engagement, eventually bringing in more leads for clients and converting them into paying customers. \u003C/p>\u003Cp>However, marketing data analytics can alleviate multiple pain points that marketing agencies often encounter. Here are some of the challenges that can be tackled through the effective use of marketing data analytics. \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Streamlined decision-making\u003C/strong>: Analyzing marketing data helps marketers understand clients’ campaigns in a more objective way, allowing them to base their decisions on facts. For a balanced process, it’s best to use analytics before and after decision-making. This way, you can optimize future plans and evaluate the campaign results.   \u003C/li>\u003Cli>\u003Cstrong>Identify the most profitable customer segments\u003C/strong>: Marketing agencies can use data analytics to identify customer segments that are most profitable for their clients’ businesses. You can use this information to meet these segments with more relevant messaging. \u003C/li>\u003Cli>\u003Cstrong>Optimize landing pages for conversions\u003C/strong>: Marketers can use data analytics to test different landing pages and determine which ones are most effective at converting visitors into customers. Clients can then use this information to improve the overall conversion rate of landing pages. \u003C/li>\u003Cli>\u003Cstrong>Predict customer churn\u003C/strong>: Advanced analytics allows marketers to develop predictive models to forecast which customers are likely to cancel subscriptions or stop doing business with a client’s company. You can then use this information to target those demographics with specially tailored marketing campaigns and try to prevent them from churning.\u003C/li>\u003Cli>\u003Cstrong>ROI measurement\u003C/strong>: Demonstrating the return on investment of marketing efforts to clients can be challenging. Marketing data analytics helps by attributing conversions to specific marketing touchpoints in the customer journey. This attribution modeling allows agencies to quantify the impact of their campaigns and allocate marketing budgets more effectively. Attribution modeling allows clients to see which of their marketing channels is the most perspective. \u003C/li>\u003Cli>\u003Cstrong>Prove value to clients\u003C/strong>: Finally, marketing data analytics helps demonstrate the impact of an agency’s marketing initiatives on clients. By providing tangible metrics and \u003Ca href=\"https://whatagraph.com/reporting-examples\">\u003Cu>professionally built reports\u003C/u>\u003C/a>, you can showcase the value of campaigns you plan and execute for your clients, which translates into trust and transparency. \u003C/li>\u003C/ol>\u003Ch2>4 steps to analyze marketing data\u003C/h2>\u003Cp>Marketing data analysis is a continuous cycle of measuring, analyzing, and improving. Make sure you’re not missing any of these four steps:\u003C/p>\u003Ch3>1. Identify critical metrics\u003C/h3>\u003Cp>The first step is to determine which metrics to use. This largely depends on your client, as each business will have a different set of metrics to support the company's KPIs. The common metrics used in marketing data analytics are:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Website performance metrics\u003C/strong>: Including traffic, most visited pages, search ranking, unique visits, conversions, and bounce rates. \u003C/li>\u003Cli>\u003Cstrong>Paid ads metrics\u003C/strong>: Impressions, click-through rate, ad lifetime value (LTV), ad spend, ROI, and engagement rate.\u003C/li>\u003Cli>\u003Cstrong>Social media metrics\u003C/strong>: Total reach, likes, views, comments, shares, followers, and subscribers. \u003C/li>\u003C/ul>\u003Cp>\u003Ci>\u003Cstrong>Important\u003C/strong>: Some of these metrics are easily available from the social media platform analytics. However, to get cross-channel metrics such as total reach or total CTR, in the case of paid ads, you need to use a marketing data platform with \u003C/i>\u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-transformation\">\u003Ci>\u003Cu>data transformation ability\u003C/u>\u003C/i>\u003C/a>\u003Ci>. \u003C/i>\u003C/p>\u003Cp>\u003Ci>Whatagraph allows you to easily set up a custom formula to blend related metrics from different marketing channels and report on unique metrics unavailable at the source API. \u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/singlevalue_f71a6ff804.png\" alt=\"Singe value widgets available for Whatagraph reports\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Email marketing metrics\u003C/strong>: Open rate, click-through rate, and bounce rate. \u003C/li>\u003Cli>\u003Cstrong>Marketing team performance metrics\u003C/strong>: These metrics measure the productivity of your team. The metrics in this category help the CMO and the team understand the results of their work. For example, metrics in this category can include the number of opportunities created, lead generation, brand awareness, social media followers, etc.  \u003C/li>\u003Cli>\u003Cstrong>Lead generation metrics\u003C/strong>: Metrics in this category tell you how effectively your campaigns and channels capture leads. Some of the \u003Ca href=\"https://whatagraph.com/blog/articles/lead-generation-kpis\">\u003Cu>lead generation metrics\u003C/u>\u003C/a> to consider: new metrics per channel, new leads by campaign, new opportunities created, qualified leads created, new customers, conversion rates, and cost per lead.  \u003C/li>\u003C/ul>\u003Ch3>2. Connect scattered marketing data\u003C/h3>\u003Cp>In the next step, you need to connect data from your client’s sources. Websites are a primary data source because they’re often the first stop where prospects learn more about a product or service. \u003C/p>\u003Cp>Web analytics aside, you should also get data from other sources like social media, CRMs, e-commerce, SEO, email, and PPC platforms. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/add_sources_2235377815.png\" alt=\"add sources to Whatagraph\">\u003C/p>\u003Cp>Website data should be easy to get from \u003Ca href=\"https://whatagraph.com/integrations/ga4\">\u003Cu>Google Analytics 4 reports\u003C/u>\u003C/a>. However, connecting data from all the other sources can be a time-consuming task. You need a way to extract data, consolidate it, cleanse it, and perform transformations where needed. \u003C/p>\u003Cp>It’s not rare that marketing agencies use several \u003Ca href=\"https://whatagraph.com/blog/articles/ai-marketing-analytics-tools\">AI marketing analytics tools\u003C/a> for different sources, for example, Looker Studio for Google platforms, Supermetrics for social media, Ahrefs or Semrush for search engine optimization or even some legacy dashboards.\u003C/p>\u003Cp>Managing multiple data connection tools is not only challenging from a logistical aspect but can also make budget planning difficult, as vendors may change the pricing or structure of their plans over time. \u003C/p>\u003Cp>Whatagraph solves this problem by presenting a single platform that pulls data from a range of marketing sources via \u003Ca href=\"https://whatagraph.com/integrations\">\u003Cu>native integrations\u003C/u>\u003C/a>. This not only secures the greater speed and reliability of connections but also allows marketers to seamlessly manage data sources from one place. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_sources_1136bdaf4b.png\" alt=\"Adding sources to a marketing report in Whatagraph\">\u003C/p>\u003Cp>Once you add your clients’ accounts, that’s that. There’s no need to manually import anything or refresh the connection. The data is pulled automatically whenever you need to analyze it. \u003C/p>\u003Ch3>3. Visualize and analyze cross-channel \u003C/h3>\u003Cp>The next step is to \u003Ca href=\"https://whatagraph.com/blog/articles/what-is-data-visualization\">\u003Cu>visualize the connected data\u003C/u>\u003C/a> for analysis. Ideally, you would use the same platform you used to collect marketing data. \u003C/p>\u003Cp>By going with \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-platform\">\u003Cu>one marketing data platform\u003C/u>\u003C/a> to both connect and analyze marketing data, you avoid logistical issues and ensure that the data you analyze is always relevant and up to date. Not to mention that the whole analytics process is simpler and less prone to technical issues, which in return improves the customer experience.  \u003C/p>\u003Cp>Whatagraph excels in this visualization role as well. \u003C/p>\u003Cp>Once you connect the client marketing data, you can effortlessly build a marketing report or dashboard and present selected metrics from any of your client’s sources. \u003C/p>\u003Cp>But what does “effortless” data visualization mean in Whatagraph’s case?\u003C/p>\u003Cp>It means that you create every report using drag-and-drop widgets that conveniently stick to the grid for a neat and organized presentation. \u003C/p>\u003Cp>You can set data sources for every widget you use, which allows you to create \u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">\u003Cu>cross-channel marketing reports\u003C/u>\u003C/a> on the key metrics. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/widget_options_efb8ffd52f.png\" alt=\"widget options\">\u003C/p>\u003Cp>You can blend metrics from multiple sources within one widget to present combined values. Thanks to custom formulas, it’s also possible to create new metrics that aren’t available from the source API, and set filters both at a widget and source level.  \u003C/p>\u003Cp>Any new widget, formula, report, or dashboard can be saved as a template for future use. \u003C/p>\u003Cp>Speaking of templates, we have a library of ready-made marketing \u003Ca href=\"https://whatagraph.com/templates\">\u003Cu>report and dashboard templates\u003C/u>\u003C/a> for different use cases — web page overview, cross-channel PPC reporting, consolidated social media dashboard, Instagram Business, you name it. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ppc_report_ec221edbc2.png\" alt=\"Cross channel widgets\">\u003C/p>\u003Cp>There’s also a linked templates feature that is developed specifically for agencies in mind. Namely, you can create a “master template” and link all other report templates you create from it. This way, you can make bulk edits, as all the changes you make to the master template also affect the linked reports. \u003C/p>\u003Cp>This Whatagraph feature is super convenient when you must change details for all the reports you create for a particular client. \u003C/p>\u003Cp>Finally, you can rebrand every report with the client’s logo and a custom color scheme. \u003C/p>\u003Ch3>4. Report on findings\u003C/h3>\u003Cp>Once you visualize marketing data, you need to report the findings to your clients and, more importantly, suggest actions for improvement. \u003C/p>\u003Cp>The traditional way is to export a report as a PDF document, attach it to a mail with typed recommendations, and send it to a few addresses in the client’s company. \u003C/p>\u003Cp>But this method is both time-consuming and prone to human error, which is why we suggest you \u003Ca href=\"https://whatagraph.com/share\">\u003Cu>automate the report-sharing process\u003C/u>\u003C/a> as well. \u003C/p>\u003Cp>To be honest, you’d be pressed hard to find a marketing data platform that makes report sharing easier and more convenient than Whatagraph. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automate_d37fd450c0.png\" alt=\"Automate report sending in Whatagraph\">\u003C/p>\u003Cp>Simply add the recipient's addresses, set the cadence, and the delivery time for each report, and the client gets the exact report as discussed at exactly the same time every time. \u003C/p>\u003Cp>Once you set up this process, it’s completely automated. However, you can add a review step where you get to approve every report before it goes out. But it’s not just about approving. Even in this step, you can change metrics manually and add personal comments to each of the report sections.  \u003C/p>\u003Cp>Of course, you can still export and save any report as PDF, but there’s no need to do it manually.\u003C/p>\u003Cp>Another way you can share a Whatagraph report or dashboard is via a live link. This means your clients can always check the stats in dashboards you created for them, as data updates automatically in near-real time. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tik_Tok_Dashboard_live_link_e652c9dea3.png\" alt=\"TikTok Dashboard in Whatagraph\">\u003C/p>\u003Cp>This increases your accountability and transparency as an agency because you’re letting clients see unaltered results every time and even change the data range themselves to see how results have changed over time. \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Marketing data analytics largely depends on an agency’s ability to connect scattered marketing data sources and secure fast and reliable data flow, visualize cross-channel data, and get insights in front of decision-makers on time. \u003C/p>\u003Cp>Marketing agencies that master all three marketing activities gain a competitive advantage over agencies that depend on multiple analytics tools or manual data collection. \u003C/p>\u003Cp>Whatagraph provides that competitive advantage by offering one platform to:\u003C/p>\u003Cul>\u003Cli>Connect scattered data from multiple sources – quickly and hassle-free, \u003C/li>\u003Cli>Visualize data from connected marketing sources as engaging marketing reports,\u003C/li>\u003Cli>Share those reports via automated emails or on-demand live links.\u003C/li>\u003C/ul>\u003Cp>The results: \u003C/p>\u003Cul>\u003Cli>Minimal manual work and the possibility of human error,\u003C/li>\u003Cli>Accurate and timely analysis of marketing campaigns you’re running for your clients,\u003C/li>\u003Cli>Increased client engagement and trust in you as an agency.\u003C/li>\u003C/ul>\u003Cp>If you’re an agency struggling to analyze marketing data, want to scale and keep the same quality of client service, or simply automate much of marketing data processing, \u003Ca href=\"https://live.whatagraph.com/auth/register\">\u003Cu>try a free trial\u003C/u>\u003C/a> of Whatagraph. Save time on analytics and use it for more creative tasks. \u003C/p>","2023-11-22T14:48:12.262Z","2025-04-10T14:20:25.429Z","2023-11-22T15:00:07.761Z","2023-11-22",{"id":821,"title":822,"slug":823,"summary":824,"body":825,"read_time":42,"createdAt":826,"updatedAt":827,"publishedAt":828,"errors":31,"table_of_contents":32,"dateReorder":829},2302,"Faster Way to Google Analytics 4 (GA4) Reporting","google-analytics-4-reporting","\u003Cp>Extracting meaningful insight from Google Analytics 4 (GA4) can be time-consuming and complex. Native Google Analytics 4 reporting lacks advanced visualization and storytelling capabilities, and going through Looker Studio might be too complicated for some users. We have a better way. \u003C/p>","\u003Cp>In this guide, we’ll show you how to streamline the Google Analytics 4 reporting process in your agency. \u003C/p>\u003Ch2>A quick overview of Google Analytics 4 reports\u003C/h2>\u003Cp>We hope you switched from Universal Analytics property to GA4 — not only because it stopped collecting data this year but because GA4’s event-based attribution makes reporting more straightforward. There are also some security perks, such as storing data in EU/US servers depending on the origin, privacy-first event tracking, and regional control over Google signal data collection. \u003C/p>\u003Cp>But, let’s first briefly explain how Google Analytics 4 reporting works.\u003C/p>\u003Cp>GA4 comes with several new reports that you can use to monitor your website activity. For starters, the dropdown menu is now structured by a typical customer lifecycle — Acquisition, Engagement, Monetization, and Retention. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_report_types_05f51b2513.png\" alt=\"Google Analytics 4 native report types\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>If there was only a way to insert a comment somewhere…\u003C/i>\u003C/p>\u003Cp>There’s also a convenient site search feature you can use to search through data streams, locate real-time reports, and access other GA4 properties using natural language queries. \u003C/p>\u003Cp>In the following sections, we’ll briefly explain the standard report types available in GA4. \u003C/p>\u003Ch3>User reports\u003C/h3>\u003Cp>These reports allow you to learn more about the people visiting your website. You can use the data to create more targeted ad campaigns or understand if your website visitors match your ideal customer profile.\u003C/p>\u003Cp>For example, \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Demographic reports\u003C/strong>: Tell you where users come from. From what country and which city? What language do they speak, and what’s their age?\u003C/li>\u003Cli>\u003Cstrong>Tech reports\u003C/strong>: Tell you what platforms, device categories, operating systems, or browsers your visitors use. This data can tell you whether you need to optimize the app and develop new features. You can even adjust your campaign targeting criteria based on this info.\u003C/li>\u003C/ul>\u003Ch3>Acquisition reports \u003C/h3>\u003Cp>These reports tell you how visitors find your website for the first time. Which channels did they use, and what campaign brought them there?\u003C/p>\u003Cp>This group of reports is essential for discovering effective marketing campaigns and understanding whether you must prioritize attracting new users or retaining returning customers. \u003C/p>\u003Cp>Different acquisition reports show you how user engagement varies between the channels so you can identify top-performing ones. \u003C/p>\u003Cp>Still, there’s a difference between user acquisition and traffic acquisition reports. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>User acquisition reports\u003C/strong>: How do new users find your website for the first time?\u003C/li>\u003Cli>\u003Cstrong>Traffic acquisition reports\u003C/strong>: Where do new sessions come from, both for new and returning users?\u003C/li>\u003C/ul>\u003Ch3>Engagement reports\u003C/h3>\u003Cp>You can use these kinds of reports to determine what content or landing pages your visitors engage with. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Page and screens report\u003C/strong>: This shows how your website and mobile apps perform by the number of page views or screens, as they are called in mobile apps. Contains metrics like average engagement time, views per user, etc. \u003C/li>\u003Cli>\u003Cstrong>Events report\u003C/strong>: This shows how often you trigger events on your website or mobile app. Use it to determine if visitors engage with your special offer banners or how far they scroll down your site.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_engagement_9aa0eff9b3.png\" alt=\"Google Analytics 4 Reporting native engagement report\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Will clients get the important information right away?\u003C/i>\u003C/p>\u003Ch3>Conversion reports\u003C/h3>\u003Cp>What used to be Goals in Universal Analytics are now Conversions in GA4. \u003C/p>\u003Cp>This allows you to define your conversion event names specific to your business, which is especially valuable if you’re running a revenue or lead generation campaign to help you focus on the keywords that drive the most results for your business. \u003C/p>\u003Cp>Monetization reports are useful for tracking e-commerce purchases and how visitors interact with your online store. You can add or remove custom dimensions and events and add metrics with the admin permissions. \u003C/p>\u003Ch3>Multichannel funnel reports\u003C/h3>\u003Cp>We all loved multichannel funnel reports in UA, and now you can do the same and more with Funnel exploration reports in GA4.\u003C/p>\u003Cp>Visualize how users move through your website across multiple channels, the user behaviors when they are about to purchase, etc. \u003C/p>\u003Cp>These reports help you analyze a user journey or identify opportunities for improvement.\u003C/p>\u003Ch2>What key metrics and KPIs should you track in GA4?\u003C/h2>\u003Cp>Choosing the right key metrics and KPIs to track in GA4 depends on your specific marketing goals and objectives. However, some key metrics are universally relevant and provide valuable insights for most organizations. Here are the key metrics and KPIs you should consider tracking in GA4:\u003C/p>\u003Cp>1. User Engagement:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Average Session Duration\u003C/strong>: The average time users spend on your website per session. This metric provides insights into user engagement and content effectiveness.\u003C/li>\u003Cli>\u003Cstrong>Bounce Rate\u003C/strong>: The percentage of single-page sessions that shows how engaging your website is. A high bounce rate suggests users are leaving quickly without exploring further.\u003C/li>\u003Cli>\u003Cstrong>Engagement Rate\u003C/strong>: The percentage of sessions that trigger specific engagement events, indicating user interaction and value generation.\u003C/li>\u003C/ul>\u003Cp>2. Acquisition and Traffic:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Sessions by Channel\u003C/strong>: Identifies the sources of your website traffic, helping you understand which marketing channels are most effective at driving visitors.\u003C/li>\u003Cli>\u003Cstrong>New vs. Returning Users\u003C/strong>: The difference between new and returning users provides insights into customer loyalty and acquisition strategies.\u003C/li>\u003C/ul>\u003Cp>3. Conversions and Goals:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Conversion Rate\u003C/strong>: The percentage of sessions that complete a desired action, such as a purchase, sign-up, or download. This metric is crucial for gauging the effectiveness of your website's conversion funnel.\u003C/li>\u003Cli>\u003Cstrong>E-commerce Revenue\u003C/strong>: The total revenue generated through your website, providing a clear indicator of your online store's performance.\u003C/li>\u003Cli>\u003Cstrong>Average Order Value\u003C/strong>: The average amount spent per order, helping you analyze customer purchase patterns and optimize product offerings.\u003C/li>\u003C/ul>\u003Cp>4. User Behavior and Content Performance:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Most Engaged Pages\u003C/strong>: The pages that capture user attention and generate the most engagement. This helps you understand user preferences and optimize your content strategy.\u003C/li>\u003Cli>\u003Cstrong>Event Count\u003C/strong>: Tracks the cases of specific user actions, such as button clicks, video plays, or form submissions, providing insights into user behavior and interactions.\u003C/li>\u003Cli>\u003Cstrong>Pageviews per Session\u003C/strong>: The average number of pages viewed per session. This metric indicates how deeply users explore your website and their level of engagement.\u003C/li>\u003Cli>\u003Cstrong>Total Users\u003C/strong>: The number of unique users who have logged an event. You can compare this metric against Active Users (which is new in GA4) or Total Revenue for e-commerce web analytics. \u003C/li>\u003C/ul>\u003Ch2>Limitations of native Google Analytics 4 reporting\u003C/h2>\u003Cp>Google Analytics 4 provides a comprehensive and evolving platform for website and app analytics you can use to optimize your customer journey. However, even after the \u003Ca href=\"https://whatagraph.com/blog/articles/universal-analytics-vs-google-analytics-4\">upgrade from now-discontinued Universal Analytics to GA4 properties\u003C/a>, you may have noticed certain limitations in Google Analytics 4 reports. \u003C/p>\u003Cp>These limitations make it difficult to tell a story, explore the conversion funnel in more depth, or simply visualize the data the way you want it.\u003C/p>\u003Cp>Here are some of the key limitations of native GA4 reports:\u003C/p>\u003Cp>\u003Cstrong>Limited customization\u003C/strong>: Google Analytics 4 native reporting interface gives only a few customization options, which limits your ability to create custom reports tailored to your client’s specific needs. \u003C/p>\u003Cp>\u003Cstrong>Lack of pre-built templates\u003C/strong>: GA4 offers seven report templates called exploration reports: Funnel Exploration, Path Exploration, Segment Overlap, User Explorer, Cohort Exploration, User Lifetime, and the Free Form. \u003C/p>\u003Cp>So, where is the problem with this? \u003C/p>\u003Cp>The problem is that you are limited to what information each report template allows, with no possibility to combine widgets and create “one template to rule them all”. \u003C/p>\u003Cp>In most cases, you’re down to creating a template from scratch, which is not intuitive in this tool, as we will see. \u003C/p>\u003Cp>\u003Cstrong>Challenging manual report builder\u003C/strong>: Creating a new report can be challenging for some users due to the platform’s unique structure. For example, you need to standardize and consolidate data across different data streams and dimensions to ensure the data is consistent and accurate. \u003C/p>\u003Cp>Then, you need to have a clear understanding of the client’s business KPIs to ensure the data is presented in a relevant order that helps decision-making.\u003C/p>\u003Cp>Effectively, that means retracing the steps and creating a new template for every client’s use case — which wouldn’t be such a problem if the builder itself were more user-friendly and allowed you to save visualizations you create as widget templates and rearranging them to tell the story.  \u003C/p>\u003Cp>Also, the way you create visualizations in the GA4 native environment requires you to configure all the dimensions, metrics, and segment details \u003Ci>before\u003C/i> the visualization appears, which can lead to a prolonged trial-and-error session. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_visualization_e785a31004.png\" alt=\"Google Analytics 4 native report builder\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Where do we start?\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Basic visualizations only\u003C/strong>: Google Analytics 4 supports basic \u003Ca href=\"https://whatagraph.com/blog/articles/what-is-data-visualization\">data visualization techniques\u003C/a> like graphs, charts, and tables but lacks advanced options to blend data from multiple sources, make custom calculations, create new metrics, or display multi-source tables. \u003C/p>\u003Cp>\u003Cstrong>Manual data sharing\u003C/strong>: Google Analytics 4 offers dynamic reporting capabilities, but the only way to share the interactive report or dashboard with a client is to send them a link to the entire dashboard and let them help themselves to any view and sub-report they need. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_pdf_export_21a4cdee9a.png\" alt=\"Google Analytics 4 native report export\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>An example of PDF export from GA4: not the most engaging way to report.\u003C/i>\u003C/p>\u003Cp>On top of these visual limitations, GA4 also has \u003Ca href=\"https://whatagraph.com/blog/articles/google-analytics-4-api-limits\">some difficulties\u003C/a> with querying data. Users of the free version have reported reaching quotas for their property, and fresh data was not fetched as a result. \u003C/p>\u003Cp>What are the alternatives? Email them half a dozen exported PDF views? Half a dozen live dashboard links?\u003C/p>\u003Cp>Neither way shows much professionalism and requires extra effort on the client’s side if they want to get all their web analytics data in one view. \u003C/p>\u003Ch2>Streamlined Google Analytics 4 reporting with Whatagraph\u003C/h2>\u003Cp>Native Google Analytics 4 reports and dashboards might work fine for in-house marketing specialists who do minimum outside reporting. However, if there are other teams, stakeholders, or clients involved, you need a more efficient and flexible solution. \u003C/p>\u003Cp>If you’ve struggled with native GA4 reports or other inferior reporting tools, you’ll be amazed how Whatagraph can automate your reporting process, save time, and improve data communication and storytelling. \u003C/p>\u003Cp>How?\u003C/p>\u003Ch3>Connect\u003C/h3>\u003Cp>We have built a \u003Ca href=\"https://whatagraph.com/integrations/ga4\">native integration for Google Analytics 4\u003C/a>, so whatever data is available from GA4, we bring it in. And connecting data takes no more than a few clicks.\u003C/p>\u003Cp>Just add your GA4 account as a source, and you’re done. \u003C/p>\u003Cp>But a big advantage of Whatagraph over native GA4 reporting and even \u003Ca href=\"https://whatagraph.com/alternatives/google-data-studio\">Looker Studio\u003C/a> is that you can effortlessly bring data from other sources, such as SEO and PPC tools. \u003C/p>\u003Cp>Our marketing data platform has native integrations with more than 45 paid advertising, email marketing, and e-commerce platforms.\u003C/p>\u003Cp>This doesn’t include just Google Ads, Google Search Console, Google My Business, and other tools from Google’s stack but also Ahrefs, Semrush, Facebook and Linkedin Ads, Mailchimp, and many other tools your clients use. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_metrics_029495f9e4.png\" alt=\"Google Analytics 4 metric available in Whatagraph\">\u003C/p>\u003Cp>A native integration is always the best way to connect your data, but no one has connectors for every tool out there. \u003C/p>\u003Cp>Whatagraph takes care of that as well — you can connect data from any digital marketing tool via a custom API or by exporting the data to Google Sheets or Google BigQuery and adding them as a source.\u003C/p>\u003Ch3>Visualize\u003C/h3>\u003Cp>Next, we have a beautiful \u003Ca href=\"https://whatagraph.com/templates/google-analytics-4-report\">Google Analytics 4 report template\u003C/a> you can use right off the shelf. But the difference between our template and native GA4 templates is that ours is fully customizable — and not only that, but you can make changes to it very easily. \u003C/p>\u003Cp>Click on any widget to see the metrics and dimensions behind it. You’re welcome to change them, add new ones, or apply your own filter. Blend related metrics from different sources, create new metrics, and unify dimension names in the case of multi-source widgets. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/wg_ga4_metrics_352e0cdc06.png\" alt=\"Google Analytics 4 Reporting metrics in Whatagraph\">\u003C/p>\u003Cp>Don’t like the layout of our GA4 template? Rearrange the visualizations, adjust the goals widget for your needs, add comment sections, titles, etc. \u003C/p>\u003Cp>Remember those 45+ native integrations? You can easily enrich your \u003Ca href=\"https://whatagraph.com/google-analytics-4-reporting-tool\">Google Analytics 4 report\u003C/a> with cross-channel insights from other tools and have all the metrics related to your client’s funnel in one view. \u003C/p>\u003Cp>Let’s take a look at other Whatagraph features that save you time:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Drag-and-drop builder:\u003C/strong> If you prefer building reports from scratch, we have an intuitive drag-and-drop builder you can use to quickly create your custom GA4 report by picking the widgets you need. \u003C/li>\u003Cli>\u003Cstrong>Save anything as a template\u003C/strong>: Any widget, report page, or report you create can be saved as a template, so you don’t have to waste time building complex visualizations every time. \u003C/li>\u003Cli>\u003Cstrong>Linked reports\u003C/strong>: There’s another feature called linked reports, which is handy for marketing agencies and businesses that routinely create many reports. It allows you to link up to hundreds of reports to one master template and edit them all at once. \u003C/li>\u003Cli>\u003Cstrong>Overview reports\u003C/strong>: A great feature for agencies to monitor multiple accounts or campaigns, you can also use it to track metrics from different channels, locations, web pages, devices, etc. \u003C/li>\u003C/ul>\u003Ch3>Share\u003C/h3>\u003Cp>Keeping clients and stakeholders informed about marketing developments is a time-consuming job. Unfortunately, native GA4 reports don’t help much in this area. You can download individual reports as rather unattractive PDF files or share links to individual dashboards, making viewers switch between the views as they try to see the whole picture.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ga4_reporting_share_a22995675e.png\" alt=\"Google Analytics 4 share report in Whatagraph\">\u003C/p>\u003Cp>Whatagraph has a much better solution:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Automated emails\u003C/strong>: Once you’re happy with the report, you can put the whole process on autopilot. Just add the recipients, frequency, and time of send, and the right people will get their reports every time. The best thing is that you don’t need to export the reports to another emailing tool —  everything gets done in the same view where you created the report. \u003C/li>\u003Cli>\u003Cstrong>Live links\u003C/strong>: Share a live link to your \u003Ca href=\"https://whatagraph.com/google-analytics-4-dashboard\">Google Analytics 4 dashboard\u003C/a>, and clients can always check the progress of their marketing campaigns. And since Whatagraph allows you to display all Google Analytics 4 metrics in one dashboard, there’s no need to send separate links. Everything your clients need is presented in a user-friendly view, with an option to change the date range and see how website data changes over time. \u003C/li>\u003C/ul>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Google Analytics 4 is an indispensable marketing analytics platform for measuring traffic and engagement across your websites and apps. Its native reports and dashboards provide plenty of information about your conversion funnel. \u003C/p>\u003Cp>However, mastering those reports takes time, and they are hardly suitable for client reporting, customization, and sharing. \u003C/p>\u003Cp>You can significantly simplify and speed up your Google Analytics 4 reporting process by bringing your GA4 data to Whatagraph and using our user-friendly visualization and sharing interface. \u003C/p>\u003Cp>In return, you get increased productivity, improved data visualization, cross-channel ability, and an easier way to communicate key findings with your clients and stakeholders.\u003C/p>\u003Cp>Sign up for a \u003Ca href=\"https://live.whatagraph.com/auth/register\">free trial\u003C/a> and let Whatagraph do the hard work!\u003C/p>","2023-12-20T15:31:06.206Z","2025-03-27T09:59:40.922Z","2023-12-21T22:00:13.568Z","2023-12-21",{"id":831,"title":832,"slug":833,"summary":834,"body":835,"read_time":34,"createdAt":836,"updatedAt":837,"publishedAt":838,"errors":31,"table_of_contents":15,"dateReorder":839},2303,"Whatagraph Expands to Become a One-Stop Marketing Data Platform","whatagraph-expands","\u003Cp>It’s now faster and easier for marketing teams to manage their cross-channel data at scale without code or advanced tech skills. And all in a single platform to connect, organize, visualize, and share it with clients, stakeholders, or other tools.\u003C/p>","\u003Cp>Whatagraph is \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-platform\">a leading marketing data platform\u003C/a> used by over 1,000 teams worldwide for data collection and analysis, external and internal reporting, marketing automation, and building data flows.\u003C/p>\u003Cp>Whatagraph has been praised for data integrations, ease of use, speed, intuitive visualization capabilities, and automation options. Now, with the launch of Data Transformation, the platform covers all the steps in streamlining a marketer’s data workflow. It lets to:\u003C/p>\u003Cul>\u003Cli>Bring together siloed cross-channel data by easily connecting it via native integrations, custom API, Google Sheets, and BigQuery. \u003C/li>\u003Cli>Organize (unify, group, blend, rename) data points in a no-code intuitive environment at scale across all clients and reports. \u003C/li>\u003Cli>Visualize data in easy-to-understand reports and dashboards.\u003C/li>\u003Cli>Automate how you share insights with clients or management, export data to Excel, or send it to a data warehouse.\u003C/li>\u003C/ul>\u003Cp>Teams can do this in one platform without having to pay for additional third-party tools like data connectors, writing custom code, or learning complex technical skills. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=aFMEbilzKPo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/aFMEbilzKPo\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>They also save hours of time by getting rid of repetitive tasks in their workflow: anything they create can be saved as a template, reused, and edited in bulk. There is a library of pre-made widgets and reports. Their data collection and sharing become automated too. \u003Cbr>\u003Cbr>As a marketer, you face a daunting challenge: managing and interpreting vast amounts of data from hundreds of campaigns and dozens of channels. The volume, complexity, and data silos are overwhelming and keep growing. \u003C/p>\u003Cp>This amplifies your day-to-day struggles even more of tracking performance, measuring ROI, and clearly reporting to clients and management. \u003C/p>\u003Cp>And it is not enough to just collect data from your marketing channels to uncover insights. Unless you find an efficient way to unify, aggregate, blend, and organize data, you’ll get a cluttered and incomplete view of the overall performance. Managing complex data usually requires technical knowledge, coding, and advanced skills in data analytics. \u003C/p>\u003Cp>To solve this, marketers currently resort to a slow, hard-to-use, and complex stack of tools. You often need to integrate and manage data connectors, data transformation solutions, and visualization platforms. \u003C/p>\u003Cp>As a result, you spend too much time and resources trying to discover and share actionable insights for clients or stakeholders in your cross-channel data instead of focusing on strategy and execution.  \u003Cbr>\u003Cbr>Whatagraph solves all that for you by providing an all-in-one intuitive and easy-to-use platform that helps marketers in almost every aspect of their daily work with data. \u003C/p>\u003Cp>It enables you to discover and share cross-channel insights faster and easier than ever before: \u003C/p>\u003Cul>\u003Cli>Seamlessly connect all your sources together through native integrations, custom API, Google Sheets, and BigQuery, consolidating all marketing data in one platform.\u003C/li>\u003Cli>Organize and manage data with \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-transformation\">no-code data transformation\u003C/a>. This includes unifying and blending data, creating custom metrics and dimensions instantly available for all reports, and enabling you to analyze cross-channel data at scale. The process is straightforward so anyone in your marketing team could do it.\u003C/li>\u003Cli>Achieve stunning visualizations of your connected and transformed data in the same platform. It is intuitive, scalable, and fully customizable, allowing you to tell a coherent visual story, and enabling quicker identification of trends and insights.\u003C/li>\u003Cli>Automate how you share data with clients or stakeholders or export/transfer it to a desired destination.\u003C/li>\u003C/ul>\u003Cp>At its core, Whatagraph is designed to accelerate marketers’ workflow with data, save dozens of hours in the process, and regain focus on what they do best — creating effective campaigns!\u003Cbr>\u003Cbr>\u003Ci>With the new Data Transformation update, Whatagraph becomes an entirely new platform that allows marketers to fully control the whole marketing data journey from its original source to their preferred destination in the way they want it to be organized, visualized, or just stored in the data warehouse of their choice. It brings us a huge opportunity to get closer to our vision of enabling everyone to make data-driven decisions. Fast.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">Whatagraph CEO, Justas Malinauskas \u003Cbr> \u003C/p>\u003Cp>You can build and share your first reports with Whatagraph for free by requesting a trial after a  \u003Ca href=\"https://whatagraph.com/book-a-call\">free personalized walkthrough\u003C/a>.\u003Cbr>\u003Cbr>Robin Hoffmann - Digital Marketing Expert SEA (DTCH Digitals) tested Whatagraph’s new data transformation capabilities and found it ‘Much easier to set up compared to Looker Studio’, especially for colleagues less accustomed to creating their custom dimensions.\u003Cbr>\u003Cbr>Sign up to Whatagraph today to experience a new way of working with your marketing data.\u003C/p>","2024-01-04T14:25:02.628Z","2024-07-31T09:16:30.742Z","2024-01-10T10:45:08.933Z","2024-01-10",{"id":841,"title":842,"slug":843,"summary":844,"body":845,"read_time":50,"createdAt":846,"updatedAt":847,"publishedAt":848,"errors":31,"table_of_contents":32,"dateReorder":849},2304,"15 Inspiring TikTok Campaigns: Success Stories To Learn From ","tiktok-campaigns","\u003Cp>Want to learn more about TikTok’s viral trends and famous success stories? You’re in the right place! Dig in to find out how these 15 brands leveraged TikTok to grow their brand’s following exponentially and increase sales. \u003C/p>","\u003Ch2>The basics of a great TikTok campaign\u003C/h2>\u003Cp>Before we dive into the success stories, let’s take a quick look at the basics of what makes a great TikTok. \u003C/p>\u003Ch3>1. Engaging storylines\u003C/h3>\u003Cp>Most TikTok videos are under 60 seconds, which means you only have a few spare seconds to quickly gather your audience’s attention and hook them onto what you’re saying. \u003C/p>\u003Cp>To do this, you’ll need to:\u003C/p>\u003Cul>\u003Cli>Use relatable pain points/language styles\u003C/li>\u003Cli>Cut down all fluff that doesn’t add value\u003C/li>\u003Cli>Be authentic with your content\u003C/li>\u003Cli>Stay up to date with \u003Ca href=\"https://elements.envato.com/learn/tiktok-trends\" target=\"_blank\" rel=\"noopener noreferrer\">weekly TikTok trends\u003C/a>\u003C/li>\u003Cli>Research your user’s intent\u003C/li>\u003C/ul>\u003Cp>In short, the end goal is to \u003Ca href=\"https://www.highsocial.com/resources/what-is-a-good-engagement-rate-on-tiktok/\" target=\"_blank\" rel=\"noopener noreferrer\">engage with your target audiences\u003C/a> through stories they like and can relate to, eventually leading to more likes, shares, and interactions.\u003C/p>\u003Ch3>2. HD-quality visuals and videos\u003C/h3>\u003Cp>Next up, your dedication and investment in TikTok content should be visible through the \u003Ca href=\"https://whatagraph.com/blog/articles/improve-content-engagement-rates\">high-quality content\u003C/a>, visuals, and videos you produce.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_6_1b3dd18135.png\" alt=\"tiktok_campaigns_6.png\">\u003Cbr> Why do we say this? \u003C/p>\u003Cp>If you don’t invest the time and money to create platform-native content‌, your video won’t appear on your audience’s “For You” page. Or even if it does, they’re likely going to scroll on to the next video.\u003C/p>\u003Cp>In other words, if your content doesn’t follow the best practices laid out by the TikTok algorithm and can't easily be consumed through a smartphone (the device most people use to watch TikToks), your audience won’t see your videos. \u003C/p>\u003Cp>Incorporating engaging elements like AI headshot recognition in your videos can capture attention and enhance the overall appeal of your content on this platform.\u003C/p>\u003Cp>So, when in doubt, upload in high-definition and follow TikTok’s video formats for the best results.\u003C/p>\u003Ch3>3. Influencers who match your vibes\u003C/h3>\u003Cp>Sure, “vibes” is a vague term, but what we really mean is to partner with those influencers whose audiences and values match those of your own (e.g., consider if your influencers have the same stance(s) as you). \u003C/p>\u003Cp>Additionally, if you’re partnering with \u003Ca href=\"https://whatagraph.com/blog/articles/tiktok-marketing\" target=\"_blank\" rel=\"noopener noreferrer\">influencers on TikTok\u003C/a>, evaluate the type of influencers you need to partner with for which goal. For example, mega-influencers are often leveraged to increase platform reach, whereas micro-influencers partnerships are helpful for boosting sales.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_11_6d6ede0bc7.png\" alt=\"Types of influencers\">\u003Cbr>\u003Cstrong>Side Note\u003C/strong>: Aside from those influencer campaigns mentioned above, there are a couple of other best practices TikTok brands have kept in mind to increase their engagement rates with active users on the platform. \u003C/p>\u003Cp>For example, they invest time and resources into the following: \u003C/p>\u003Cul>\u003Cli>Interacting with their audiences through comments and stories. \u003C/li>\u003Cli>Participating in hashtag challenges to increase visibility.\u003C/li>\u003Cli>Prioritizing consistent posting times.\u003C/li>\u003C/ul>\u003Ch2>Successful TikTok campaigns to learn from\u003C/h2>\u003Cp>Are you ready to learn from the best in the business? Here are some viral TikToks to inspire your next campaign.  \u003C/p>\u003Ch3>1. Chipotle\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_18_56c3ac8259.png\" alt=\"Chipotle on TikTok\">\u003Cbr>When it comes to leveraging TikTok effectively, Chipotle is no underdog. Why do we say this, you ask? Mainly because it has:\u003C/p>\u003Cul>\u003Cli>Rebranded against allegations of food contamination and increased its in-store as well as digital sales. \u003C/li>\u003Cli>Created dance challenges (read: Guac Dance), which have gone viral on the platform.\u003C/li>\u003Cli>Partnered with famous people who have been featured in memes (read: It’s Corn!).\u003C/li>\u003Cli>Managed to collaborate with mega influencers to create product-led content.\u003C/li>\u003Cli>Improved engagement and gained user-generated content (UGC). \u003C/li>\u003C/ul>\u003Ch3>2. Pumpkin\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_16_442001b927.png\" alt=\"Pumpkin on TikTok\">\u003Cbr>When you hear “insurance,” you probably don’t immediately think of anything fun. However, Pumpkin, a pet insurance company, changes this perception by sharing cute images of pets on their TikTok page and educating their audience on caring for their furry family members.\u003C/p>\u003Cp>Aside from sharing helpful content, they also:\u003C/p>\u003Cul>\u003Cli>Create a cohesive narrative\u003C/li>\u003Cli>Develop short-form videos\u003C/li>\u003Cli>Use high-quality visuals\u003C/li>\u003C/ul>\u003Cp>This integrated approach supports Pumpkin Care as a reliable source for comprehensive pet care information and reinforces \u003Ca href=\"https://www.pumpkin.care/blog/is-pet-insurance-worth-it/\">the worth of pet insurance\u003C/a>. \u003C/p>\u003Ch3>3. Later\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_17_6a79a9bca5.png\" alt=\"Later on TikTok\">\u003Cbr>Later, an all-in-one social tool effectively uses TikTok’s video playlists feature.\u003C/p>\u003Cp>Upon visiting their account, you’ll discover a strategically curated playlist named “Social Media Hacks.” This compilation serves as a goldmine of insightful content, offering a series of posts ranging from quick tips on \u003Ca href=\"https://later.com/blog/social-media-report/\">creating social media reports\u003C/a> to ingenious Instagram hacks. \u003C/p>\u003Cp>The playlist format simplifies user navigation, enabling them to easily access a wealth of knowledge in a seamless viewing experience. \u003C/p>\u003Cp>Overall, this not only enhances user experience but also showcases the power of leveraging TikTok’s functionalities to deliver targeted and \u003Ca href=\"https://whatagraph.com/blog/articles/content-customer-journey\" target=\"_blank\" rel=\"noopener noreferrer\">valuable content\u003C/a>. \u003C/p>\u003Ch3>4. e.l.f. Cosmetics\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_10_1b545a4c6b.png\" alt=\"Elf Cosmetics on TikTok\">\u003Cbr>Look up any article online with the keyword “Top TikTok Campaigns,” and e.l.f. Cosmetics is a name that’s bound to pop up. Mainly because the account has leveraged TikTok’s preferred type of content (aka dances) and has created jingles to pair up with the dance. \u003C/p>\u003Cp>e.l.f. crafted two songs — \u003Ci>Eyes. Lips. Face\u003C/i> and \u003Ci>Eyes. Lips. Face. Safe.\u003C/i> \u003C/p>\u003Cp>Both songs were an immediate hit, and they became so famous that people started dancing to them in clubs (aside from just dancing to them on the platform). \u003C/p>\u003Cp>In the coming months, the brand even created a reality show called “Eyes. Lips. Famous.”. It started offering a month-long beauty camp as a prize to the top three winners of the show, as well as one year of free products and $5,000 worth of brand sponsorship representing e.l.f. \u003C/p>\u003Ch3>5. Gymshark\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_2_d0fcf9e3e4.png\" alt=\"Gymshark on TikTok\">\u003Cbr>Gymshark’s TikTok strategy heavily relies on partnering with health influencers who help promote and grow their brand. \u003C/p>\u003Cp>Why do they do this, you ask? Well, because they believe their customers only trust community-led brands (so they’re trying to build a fitness community of their own and leverage the audiences and goodwill of fitness influencers).  \u003C/p>\u003Cp>Here are a few things the brand has done to grow its account:\u003C/p>\u003Cul>\u003Cli>Engaged with users to build a community and encouraged them to focus on their fitness goals (by sharing progress photos and tagging them).\u003C/li>\u003Cli>Used trending hashtags, giveaways, songs, and content types.\u003C/li>\u003Cli>Opted to partner with influencers with a younger following.\u003C/li>\u003Cli>Leveraged UGC content and posted consistently.\u003C/li>\u003C/ul>\u003Ch3>6. Duolingo\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_8_98a58bb694.png\" alt=\"Duolingo on TikTok\">\u003Cbr>If one thing has helped Duolingo grow tenfold, it’s their “unhinged” language. This language and approach has worked well for them on other platforms and makes them so memorable on platforms like TikTok, which typically has a younger audience that prefers the talking style of Duolingo. \u003C/p>\u003Cp>Here are a few other things Duolingo has done to become memorable on the platform:\u003C/p>\u003Cul>\u003Cli>Created a storyline for itself (i.e., fans of the platform have come to know the owl hates Google Translate and is a fan of Dua Lipa).\u003C/li>\u003Cli>Prioritize platform-native content (Zaria Parvez, their social media manager, creates new content for each social platform). \u003C/li>\u003Cli>Used trending content types, meme styles, and songs.\u003C/li>\u003C/ul>\u003Ch3>7. Hawkers\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_1_646bd19648.png\" alt=\"Hawkers on TikTok\">\u003Cbr>Hawkers, a sunglasses brand, knew that TikTok users only like short video content, which is why they created videos that:\u003C/p>\u003Cul>\u003Cli>Showed the selling point (sunglasses) clearly\u003C/li>\u003Cli>Featured high-quality images\u003C/li>\u003Cli>Had mobile-friendly specs\u003C/li>\u003Cli>Lasted five seconds\u003C/li>\u003C/ul>\u003Cp>According to NestScale, such ads helped them raise brand awareness, increase ROAS by 6.46x, and reduce CPA by 77%. \u003C/p>\u003Ch3>8. Sing 2\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_15_50037d04f7.png\" alt=\"Sing2 on TikTok\">\u003Cbr>The film Sing 2 created a multi-phased campaign on TikTok wherein it partnered with mega and macro influencers like Lauren Spencer, Nicole Laeno, and Jenna Davis. \u003C/p>\u003Cp>Over a period of time, these influencers created 19 different types of content, wherein they:\u003C/p>\u003Cul>\u003Cli>Partook in the #Sing2Gether competition to win a record deal (this was a contest).\u003C/li>\u003Cli>Danced to the song, Suéltate, from the film. \u003C/li>\u003Cli>“Auditioned” for Sing 2 through duets.\u003C/li>\u003C/ul>\u003Cp>The effort of it all resulted in a combined total of 26 million views, a 9.9% engagement rate, and 2.2 million engagements. \u003C/p>\u003Ch3>9. Dr. M (Dentologie)\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_13_0e0a6bb782.png\" alt=\"tiktok_campaigns_13.png\">\u003Cbr>Dr. M, also known as Dr. Suhail Mohiuddin of Dentologie, is a viral TikTok sensation, and the reason for it is quite simple: \u003C/p>\u003Cul>\u003Cli>He creates a wholesome experience for everyone who visits his page by making them feel like they’re interacting with a person and not a doctor (so he limits his jargon usage). \u003C/li>\u003Cli>He put in some serious effort to find out marketing principles and customer intent to effectively be able to sell to their audience (this also led to an increase in in-person visits by 25%). \u003C/li>\u003Cli>He and his team create meme-worthy and hilarious content (that's also educational), which helps make it relatable and reduces the stigma around dental care and doctor visits. \u003C/li>\u003C/ul>\u003Ch3>10. Redbull \u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_3_a670ad2aaf.png\" alt=\"RedBull on TikTok\">\u003Cbr>Redbull’s TikTok strategy is simple — it starts and ends at dance competitions, a main, unique selling point (USP) of the platform. Aside from just dances, the platform also focuses on several sporting activities. \u003C/p>\u003Cp>This was done on purpose. Redbull only wants to relate to high-energy activities that might require using an energy drink like Redbull. \u003C/p>\u003Cp>Redbull’s dance competitions have been so popular on the platform that they’ve helped names like Charlie D’Amelio gain stardom and increase their following (she partook in their “Dance Your Style” challenge). \u003C/p>\u003Ch3>11. ASOS\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_9_b583ee74db.png\" alt=\"ASOS on TikTok\">\u003Cbr>Just some time back, ASOS launched its famous campaign, #AySauce, in the United States and the United Kingdom, wherein it partnered with 25 creators and leveraged its platform to ask its audiences to show three outfits they like. \u003C/p>\u003Cp>The campaign itself lasted for three weeks, and it’s mainly aimed at ‌younger demographics (20-somethings who \u003Ca href=\"https://whatagraph.com/blog/articles/how-much-time-do-people-spend-on-social-media\" target=\"_blank\" rel=\"noopener noreferrer\">spend a lot of time on social media\u003C/a>). The benefit of this entire campaign for the user is that their content will be featured in TikTok’s TopView, explore tab results, and ASOS ads. \u003C/p>\u003Cp>\u003Cstrong>Side Note\u003C/strong>: This is just one ASOS campaign that went viral. ASOS also invested money in in-feed ads and partnered with names like Byte to create augmented content such as virtual filters and branded effects. \u003C/p>\u003Ch3>12. Dunkin Donuts\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_7_dc7322cf8c.png\" alt=\"Dunkin Donuts on TikTok\">\u003Cbr>Just like many other brands on TikTok, Dunkin is also there to focus its attention on the Gen Z audience to rack up video views. Presently, the brand has done the following to gather the attention of this subset of audience and \u003Ca href=\"https://businessandpower.com/what-is-a-rundown-in-sales-what-is-it-and-how-can-you-use-it/\">increase their sales\u003C/a>:\u003C/p>\u003Cul>\u003Cli>Created exclusive drinks under the name of TikTok influencer Charli D’Amelio (yes, the same creator we discussed in the previous section — she also happens to be a Dunkin fan). \u003C/li>\u003Cli>Sent Dunkin merch to TikTok creators who have shown their brand loyalists (e.g., @christine_snaps and \u003Ca href=\"https://www.tiktok.com/@zzzachariah\">@zzzachariah\u003C/a>). \u003C/li>\u003Cli>Used the insights of their audience on TikTok and created colorful drinks like Sugarplum Macchiato, which has become famous among Gen Z. \u003C/li>\u003C/ul>\u003Cp>All these things have eventually allowed Dunkin to grow their sales. According to Business Insider, when Dunkin launched their exclusive drink offerings featuring Charli, it increased sales by 0.9%, whereas its competitor, Starbucks, lost 9% of sales during the same quarter. \u003C/p>\u003Ch3>13. Pretty Little Thing\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_4_334838aa03.png\" alt=\"Pretty Little Thing on TikTok\">\u003Cbr>Pretty Little Thing, a clothing brand, has become another success story on TikTok, and here’s how:\u003C/p>\u003Cul>\u003Cli>They partnered with multiple influencers to tap into their goodwill and audiences. \u003C/li>\u003Cli>They increased the use of pink and pink tones whenever promoting their brand.\u003C/li>\u003Cli>They used colorful clothing and high-quality visuals to promote their brand.  \u003C/li>\u003Cli>They ran contests and filmed engaged videos at their head office. \u003C/li>\u003C/ul>\u003Cp>They also ran campaigns like #PinkFridayWithPLT (which is their own version of Black Friday, wherein they offered massive discounts as well as a $10k giveaway) and #BritneyChallenge (where they recreated three iconic Britney outfits for Halloween). \u003C/p>\u003Ch3>14. Ryanair\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/itiktok_campaigns_12_b26f9ddea6.png\" alt=\"Ryanair on TikTok\">\u003Cbr>Ryan Air is a Tik-Tok star mainly because, like Duolingo, it also focuses on its elite sense of humor and “unhinged” content to engage with its audience. After all, who doesn’t love a funny video?\u003C/p>\u003Cp>On their channel, Ryan Air focuses on sharing common complaints, customer pain points, travel experiences, and product US  — all in a humorous way, of course. Their motto is to maintain an authentic stance instead of using the polished, formal language airlines often use. \u003C/p>\u003Cp>All this shows their audience that Ryan Air understands them, their pain points, and what makes them convert. \u003C/p>\u003Ch3>15. Planet Money\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tiktok_campaigns_14_4b62934396.png\" alt=\"PlanetMoney on TikTok\">\u003Cbr>Let’s be honest — no one ever thought topics surrounding the economy could ever be interesting, but Planet Money on TikTok aims to change that perception by using humor.\u003C/p>\u003Cp>The account aims to avoid the overtly formal language and jargon often used with topics surrounding the economy and instead focuses on actual useful content and educating language that Gen Zs can relate to, making it a massive success on TikTok. \u003C/p>\u003Ch2>Integrate your TikTok campaigns with Whatagraph to get the right insights \u003C/h2>\u003Cp>And that wraps up our list of the most popular TikTok success stories. If you wish to replicate any of these creative videos or film original content for your own brand, you’ll need to become strategic with your efforts. \u003C/p>\u003Cp>Our \u003Ca href=\"https://whatagraph.com/integrations/tiktok\" target=\"_blank\" rel=\"noopener noreferrer\">TikTok\u003C/a> and \u003Ca href=\"https://whatagraph.com/integrations/tiktok-ads\">TikTok Ads integration\u003C/a> makes strategy and success simple.  \u003C/p>\u003Cp>See trends in your data sooner, glean meaningful insights, and create reports as needed. Our \u003Ca href=\"https://www.youtube.com/watch?v=aFMEbilzKPo\">newly expanded platform\u003C/a> now allows for a convenient, one-stop shop for all your marketing needs. \u003C/p>\u003Cp>Connect, organize, visualize, and share all your marketing data and insights with clients and partners from one centralized hub. This includes TikTok and TikTok ads and insights from other advertising, social media, SEO, email marketing, and analytics platforms. \u003C/p>","2024-01-24T17:02:44.400Z","2025-05-20T17:04:55.154Z","2024-01-24T17:06:28.458Z","2024-01-24",{"id":851,"title":852,"slug":853,"summary":854,"body":855,"read_time":50,"createdAt":856,"updatedAt":857,"publishedAt":858,"errors":31,"table_of_contents":32,"dateReorder":859},2305,"Top 15 Data Transformation Tools for Marketers in 2025","data-transformation-tools","\u003Cp>Data transformation is an essential part of data management, and in the data-rich marketing environment of today, a step you can’t afford to miss. In this article, we review some of the most capable data transformation tools available to marketers.\u003C/p>","\u003Ch2>What is data transformation in marketing?\u003C/h2>\u003Cp>Data transformation is the process of converting, cleansing, and structuring marketing data into a usable format that you can analyze to gain actionable insights and support decision-making. Data transformation is often used when integrating data from diverse marketing sources or when marketing analytics requires grouping or blending certain data points before the analysis.   \u003C/p>\u003Cp>In our recent article on \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-transformation\">marketing data transformation\u003C/a>, we talked in more depth about its benefits and capabilities. But which tools give you the most options and smoothest journey when transforming your marketing data?\u003C/p>\u003Ch2>How to choose a marketing data transformation tool?\u003C/h2>\u003Cp>When it comes to choosing the best data transformation software for your marketing agency or company, the answer becomes much easier if you know what you’re looking for. These four questions can help you filter out these 15 tools and base the decision on your needs. \u003C/p>\u003Cul>\u003Cli>What are your marketing data sources?\u003C/li>\u003Cli>What kind of data transformations do you need to run?\u003C/li>\u003Cli>What is the destination for your transformed marketing data?\u003C/li>\u003Cli>What kind of professional support are you looking to get?\u003C/li>\u003C/ul>\u003Cp>When you answer these questions, you can better understand your needs and choose the best marketing data transformation tool for your outfit. \u003C/p>\u003Ch2>15 best marketing data transformation tools\u003C/h2>\u003Cp>Now, let’s take a look at the most significant marketing data transformation tools available on the market. The pros and cons of each tool come from our experience testing different tools, as well as verified user reviews on websites like Capterra, TrustRadius, and G2. \u003C/p>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp>Whatagraph is an all-in-one marketing data platform to connect, organize, visualize, and share all your marketing data. With Whatagraph, you can replace multiple slow and complex tools with one platform. Unlike many competitors, Whatagraph is easy to use and allows anyone in a team to manage and organize unstructured, scattered cross-channel data. Using no-code transformations, you can easily blend, unify, and group data points and create custom metrics and dimensions. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cross_channel_results_267af89bfe.png\" alt=\"Cross-channel results.png\">\u003C/p>\u003Cp>At the same time, Whatagraph allows you to visualize the organized and prepared cross-channel data. You can quickly turn it into analysis- or presentation-ready reports, dashboards, or standalone graphs, charts, funnels, or tables.\u003C/p>\u003Cp>Finally, automate how you share or deliver that data to any destination: clients, stakeholders, teammates, or other tools and platforms.\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Marketing agencies and businesses that need to manage marketing data on scale. This includes connecting marketing data from scattered sources, code-less data transformations, quick and engaging visualizations, and automated insight sharing. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>One platform\u003C/li>\u003Cli>Intuitive to use\u003C/li>\u003Cli>Personal onboarding\u003C/li>\u003Cli>Fully managed integrations to popular marketing tools\u003C/li>\u003Cli>Connect any source via a custom API, Google Sheets, or Google BigQuery\u003C/li>\u003Cli>No-code data transformations\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Visualize transformed data in the same platform\u003C/li>\u003Cli>Automated report sharing via scheduled emails or live links\u003C/li>\u003Cli>Live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Currently only BigQuery available as a destination\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>2. Matillion\u003C/h3>\u003Cp>Matillion is an ETL tool for Amazon Redshift, Azure, Google BigQuery, Snowflake, and Synapse. It’s a missing piece between your raw data sources and your business intelligence (BI) and analytics tools. Matillion eliminates the manual-intensive activity of extracting, transforming, and loading marketing data from your on-premise server to one of your destinations. You can use the tool to set up automated data transformation as and when required by your BI tools or to set up complex business rules. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/matillion_70af5e5b53.png\" alt=\"Matillion data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Medium-sized businesses and enterprises that import their marketing data into data warehouses and data lakes before manipulating and cleaning it. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Quick and easy to set up\u003C/li>\u003Cli>No-code ELT and data pipelines\u003C/li>\u003Cli>Move data easily from any source or cloud platform \u003C/li>\u003Cli>AI-generated documentation for pipeline management\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Needs another tool to visualize data\u003C/li>\u003Cli>Lacks built-in monitoring and error reporting\u003C/li>\u003Cli>No event-based task scheduling \u003C/li>\u003C/ul>\u003Ch3>3. Hevo Data\u003C/h3>\u003Cp>Hevo Data is a bi-directional no-code data pipeline that helps users replicate marketing data from any source with zero maintenance. You can easily load the data to your desired data warehouse while enriching it and transforming it into an analysis-ready form. Hevo offers a range of pre-built transformations you can run using a Python or intuitive drag-and-drop interface. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Hevo_89cfdca923.png\" alt=\"Hevo data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data scientists and data engineers who need to replicate data from several different sources.\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Near-real-time data replication\u003C/li>\u003Cli>Intuitive dashboards for pipeline monitoring\u003C/li>\u003Cli>Architecture scalability with zero data loss\u003C/li>\u003Cli>Pre-built connectors for 150 SaaS apps and databases\u003C/li>\u003Cli>24x7 customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Not all schema are auto-mapped, some need manual mapping\u003C/li>\u003Cli>Pipelines sometimes take time to load\u003C/li>\u003Cli>Customer support is complex\u003C/li>\u003C/ul>\u003Ch3>4. Alteryx Designer Cloud\u003C/h3>\u003Cp>Alteryx (ex-Trifacta) is an easy-to-use visual data engineering and data wrangling cloud platform. This data transformation tool is built for more technical users who prepare, clean, and transform raw marketing data and visualize the insights on a regular basis. Alteryx uses AI service and support, so users should already have some working experience with similar solutions. If your marketing team lacks a dedicated technical data-guy, this data transformation software might not be the best fit. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Alteryx_d590613530.png\" alt=\"Alteryx data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data analysts, data scientists, and data engineers with experience with similar tools. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Intuitive UI\u003C/li>\u003Cli>Amazing GitHub stars and forks\u003C/li>\u003Cli>Great ELT capabilities\u003C/li>\u003Cli>Automated machine learning\u003C/li>\u003Cli>Generative AI insights\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Only 100MB files supported in the free version\u003C/li>\u003Cli>The web interface can be buggy — use the desktop app\u003C/li>\u003Cli>Reports available as PowerPoint, textual emails, or messages\u003C/li>\u003Cli>No option to customize the visuals\u003C/li>\u003C/ul>\u003Ch3>5. Rivery\u003C/h3>\u003Cp>As a fully managed DataOps platform, Rivery is suitable for all organizational data tasks, allowing users to seamlessly manage, transform, and automate data models. If you are looking for a scalable solution for SQL and Python transformations, data ingestion, orchestration, and workflow automation, Rivery has it. Thanks to the native Python support, Rivery makes transforming marketing data easy from any system. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Rivery_5e2eec70bd.png\" alt=\"Rivery data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data analyst and data scientists transforming marketing data from a variety of sources, including databases.\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>200+ native connectors\u003C/li>\u003Cli>Freemium plan included\u003C/li>\u003Cli>User-friendly interface for building dependencies\u003C/li>\u003Cli>No setup fee\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Understanding error prompts requires adequate data knowledge\u003C/li>\u003Cli>Training required to use all features properly\u003C/li>\u003C/ul>\u003Ch3>6. Keboola\u003C/h3>\u003Cp>Keboola is a self-service data operations platform used to automate much of your marketing data operations. To connect your data, you can use one of 400+ connectors or the low-code component framework that allows you to connect any source. Business users can choose no-code transformations to do the basic stuff, and tech-savvy teams can transform data using Python, SQL, or R.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Keboola_87d13d4b71.png\" alt=\"Keboola data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data engineers, data analysts, and analytics engineers to collaborate on analytics and automation and execute marketing data operations from extraction, transformation, data management, and pipeline orchestration to reverse ETL. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>400+ connectors out of the box\u003C/li>\u003Cli>Customized data sourcing\u003C/li>\u003Cli>1:1 pipeline development environment\u003C/li>\u003Cli>No-code and low-code data transformations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No mobile phone app\u003C/li>\u003Cli>Lacks compatibility with some OS\u003C/li>\u003C/ul>\u003Ch3>7. RudderStack\u003C/h3>\u003Cp>RudderStack is positioned as a data pipeline platform that makes data integration painless with real-time event delivery. You can integrate this data transformation tool into your existing data warehouse or infrastructure and use it to set up transformations in a sandbox environment. This way, you can review and debug every transformation before it goes live. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Rudderstack_6278dcee2c.png\" alt=\"RudderStack data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: More experienced data engineers and analysts comfortable working with JSONs and manipulating APIs. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>One source to rule many other destinations\u003C/li>\u003Cli>Custom data integrations\u003C/li>\u003Cli>Slack team channel \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Users need some technical background\u003C/li>\u003Cli>Not all destination connectors are full-featured\u003C/li>\u003C/ul>\u003Ch3>8. Talend\u003C/h3>\u003Cp>Talend is a big data and cloud data integration tool leading in open-source integration applications. To support your marketing data transformation process, Talend partners with leading cloud service providers, including Amazon Web Services (AWS), Google Cloud Platform, and Snowflake. Marketers can use it to perform advanced data analytics and ETL operations with over 900 connectors. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Talend_d9473639a5.png\" alt=\"Talend data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data teams and engineers to move massive amounts of data in real time. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>One platform for \u003Ca href=\"https://www.docsumo.com/blogs/data-extraction/techniques\" target=\"_blank\" rel=\"noopener noreferrer\">data extraction\u003C/a>, transformation, and loading\u003C/li>\u003Cli>Scalable, open-source solution\u003C/li>\u003Cli>Specialized ETL process \u003C/li>\u003Cli>Low error rates\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No free version\u003C/li>\u003Cli>Unresponsive technical support\u003C/li>\u003Cli>Confusing user interface (e.g., when setting up an artifact repository)\u003C/li>\u003C/ul>\u003Ch3>9. EasyMorph\u003C/h3>\u003Cp>EasyMorph is a data management platform that allows users to perform complex transformations in marketing data with no code or specialized programming. This is made possible by numerous preset actions and functions that marketers can use straight away. Although developed with the analytics teams in mind, EasyMorph can be a good choice for less technical-savvy users thanks to the code-free integration process. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Easy_Morph_9a79f4712f.png\" alt=\"EasyMorph data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Technical and non-technical users who need out-box transformation capabilities. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Simple to install\u003C/li>\u003Cli>No administration required\u003C/li>\u003Cli>Free version available\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>For MS Windows only, no MacOS or Linux\u003C/li>\u003Cli>Documentation is not always up to date with new features\u003C/li>\u003Cli>Not many destinations available \u003C/li>\u003C/ul>\u003Ch3>10. Qlik\u003C/h3>\u003Cp>Qlik is one of the major data transformation software firms offering different data integration, data quality, and analytics solutions that support your AI marketing data strategy. Providing a single platform for active intelligence, Qlik allows marketers to streamline data warehouse tasks, as well as develop, test, deploy, and update anything data-related. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Qlik_a88229c257.png\" alt=\"Qlik data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data engineers and data analysts looking to accelerate marketing data analytics tasks by data warehousing, data management, and ETL processes. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>No-code ETL automation\u003C/li>\u003Cli>User-centered interface\u003C/li>\u003Cli>Effortless scalable replications\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Occasional data latency issues\u003C/li>\u003Cli>Works best with other Qlik products\u003C/li>\u003Cli>Needs more documentation \u003C/li>\u003C/ul>\u003Ch3>11. Informatica\u003C/h3>\u003Cp>Informatica Data Management Cloud is a perfect solution for extracting, transforming, and loading your marketing data into a data warehouse. It offers pre-built connectors and actions between applications and programs, as well as use-case-specific service. You can transform any type of data format and size into usable data. Teams can map any transformation they need and then deploy the command to execute it whenever needed without writing code.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Informatica_ab12b74a86.png\" alt=\"Informatica data transformation tool\">\u003C/p>\u003Cp>The platform is available as a PowerCenter, which is an ETL solution for large enterprises, and Cloud Data Integration, which is positioned as an IPaaS (Integration Platform as a Service).\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Enterprises looking to unlock and democratize their data across the organization, turning it into a trusted asset. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>User-interface easy to understand for non-developers\u003C/li>\u003Cli>Pre-built transformations library\u003C/li>\u003Cli>Seamless scaling\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No documentation for new features\u003C/li>\u003Cli>Complex to implement a new API\u003C/li>\u003C/ul>\u003Ch3>12. IBM InfoSphere DataStage\u003C/h3>\u003Cp>IBM InfoSphere DataStage is a cloud-ready data integration platform that can clean, modify, and transform different types of data marketers use to optimize their campaigns. Built on containers and microservices, DataStage provides easy real-time analytics and features like built-in search, automatic metadata propagation, and simultaneous highlighting of compilation errors. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Info_Sphere_30e468b0b4.png\" alt=\"InfoSphere DataStage data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Marketers dealing with various data sources, formats, and structures that need scalable solutions for aggregation and unified view. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Reporting function \u003C/li>\u003Cli>Excellent mapping tools\u003C/li>\u003Cli>Data collaboration\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Tools not easy to manipulate through Cloud services\u003C/li>\u003Cli>Hierarchical stages to build XMLs and JSONs need work\u003C/li>\u003C/ul>\u003Ch3>13. Datameer\u003C/h3>\u003Cp>Datameer is a SaaS data transformation solution designed explicitly for Snowflake Cloud. It comes with end-to-end data lifecycle management able to discover data, transform, deploy and document marketing data operations. The tool is ideal for both non-tech-savvy and SQL-savvy teams, as it allows you to manipulate datasets using SQL, No-code, or both. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Datameer_da117aa38e.png\" alt=\"Datameer data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Building use-case-driven pipelines to ETL on-premise marketing data to a cloud data warehouse without need to hire a data ops expert. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Built-in data catalog for quick access to metadata and documentation \u003C/li>\u003Cli>Advanced version control and pipeline monitoring \u003C/li>\u003Cli>Complete data lineage and audit trails\u003C/li>\u003Cli>Efficient data governance and minimal duplication thanks to Snowflake integration\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Could benefit from more condensed designs\u003C/li>\u003Cli>Multiple tabs tend to dilute focus \u003C/li>\u003Cli>Tutorial videos too long in most cases\u003C/li>\u003C/ul>\u003Ch3>14. Dbt Labs\u003C/h3>\u003Cp>Dbt is a command-line data transformation software aimed at SQL and Python-savvy data analysts and engineers to transform data in their warehouses more effectively. You can use SQL code to build and manage data models, test data quality, and document work. Thanks to the auto-generated dependency graphs, you can track data flow through the pipeline and resolve each step in the correct order.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/dbt_d84b012e17.png\" alt=\"Dbt data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: More technical analysts and BI teams already using SQL programming to transform their marketing data. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy-to-deploy tests\u003C/li>\u003Cli>Data lineage and documentation \u003C/li>\u003Cli>Libraries with helpful code packages\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Too complex for non-tech-savvy digital marketers\u003C/li>\u003Cli>Documentation inheritance issues \u003C/li>\u003C/ul>\u003Ch3>15. Nexla\u003C/h3>\u003Cp>Nexla is a data transformation tool that simplifies marketing data preparation thanks to its no-code interface. It helps non-tech users run data transformation with its extensive library of transformation operations. Using automated versioning and logging, Nexla helps you understand how data sets have changed and who made those changes. Features like schema validation, data type validation, and data profiling simplify data compliance and improve the reliability of transformed data. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Nexla_cf3558ba9f.png\" alt=\"Nexla data transformation tool\">\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Non-technical marketing teams looking for a robust solution for data operations, data flow management, and data analytics. \u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Powerful no-code platform\u003C/li>\u003Cli>Extensive failed pipeline recovery mechanism\u003C/li>\u003Cli>Responsive support team\u003C/li>\u003Cli>Easy to transform large data sets\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>UI/UX could be better\u003C/li>\u003Cli>Site loading time varies between devices\u003C/li>\u003C/ul>\u003Ch2>Benefits of using one marketing data platform vs. data stack\u003C/h2>\u003Cp>You might be tempted to spring for a modern data stack with various specialized tools. However, these often come with a complex web of dependencies and a demand for technical expertise. For marketing agencies and smaller businesses, this can become a barrier that prevents them from scaling. \u003C/p>\u003Cp>The integration challenges that follow a modern data stack can slow the workflow, delaying sourcing actionable insights. \u003C/p>\u003Cp>With Whatagraph, you don’t have such problems. The whole data journey takes place within one platform that has been optimized for maximum speed and user experience. Whatagraph can replace an entire marketing data stack with one reliable platform. \u003C/p>\u003Ch3>Anyone in a marketing team can execute advanced data management\u003C/h3>\u003Cp>With Whatagraph, there’s nothing to manage, integrate, or maintain. Your data flows in automatically and directly from your marketing sources into a single hub via \u003Ca href=\"https://whatagraph.com/integrations\">fully-managed integrations\u003C/a>, Custom API, Google Sheets, or BigQuery. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/connect_features_274c1253d7.png\" alt=\"Connect marketing sources easily\">\u003C/p>\u003Cp>Unlike other complex tools, you can easily blend, unify, and group data with transformations instantly available for visualization. \u003C/p>\u003Ch3>All-in-one intuitive data platform \u003C/h3>\u003Cp>Once you connect your marketing data sources to Whatagraph, every data point is in one easy-to-navigate solution. You are free to \u003Ca href=\"https://whatagraph.com/organize\">seamlessly transform unstructured data\u003C/a>. Get to analysis- or presentation-ready reports and dashboards faster.\u003C/p>\u003Cp>Whatagraph is a marketing data platform that grows with you. There’s no restriction on adding any number of new clients or campaigns. No limits on the length and depth of displayed data and no limits to fast and reliable experience. \u003C/p>\u003Cp>Most importantly, no matter how many clients or data sources you have, you can rest assured your marketing data is accurate, reliable, and automatically updated regularly. \u003C/p>\u003Ch3>Save hours in the process \u003C/h3>\u003Cp>Whatagraph reduces the repetitive manual work by introducing report and dashboard templates out of the box. Just connect your sources, and your presentation is ready. You can save any report, widget, or calculation you create as a template for future use. This includes any blend or transformation, as well. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/save_time_374eec0e53.png\" alt=\"Save time with marketing reporting\">\u003C/p>\u003Cp>Link multiple reports to a template and edit them in bulk instead of changing them one by one. Save time on report distribution by scheduling emails with links or attachments or sharing live links for on-demand access. \u003C/p>\u003Ch3>Visualize instantly\u003C/h3>\u003Cp>Create \u003Ca href=\"https://whatagraph.com/visualize\">an engaging visual story\u003C/a> so stakeholders can understand in the same platform where you connect and organize your marketing data. Create a visual report from scratch using the intuitive drag-and-drop builder, a library of pre-made widgets, including the goal widget, media, funnel, multi-source tables, different charts, etc. Build your own widgets, applying custom formulas and filters.  \u003C/p>\u003Ch3>No hidden costs\u003C/h3>\u003Cp>Using several specialized tools can seem like a cost-effective solution. However, it can easily spiral into a budgetary nightmare. The fragmented nature of a modern data stack often requires additional expenses in training, integration, and ongoing maintenance. Such hidden costs can encumber your budget and work against the very agility that the stack promises to provide. \u003C/p>\u003Cp>Not to mention that the cost of licensing several specialized tools can easily escalate, straining the resources of smaller agencies looking for sustainable, data-driven excellence. \u003C/p>\u003Cp>When it comes to Whatagraph pricing, everything is transparent. You choose a plan and pay based on the number of source credits - for connecting new sources, executing blends, or setting up a data transfer to BigQuery.\u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>When it comes to organizing unstructured marketing data, there are many highly capable data transformation tools to choose from. However, capability doesn’t always go hand in hand with speed, convenience, and user experience. \u003C/p>\u003Cp>If you have a data engineer or data scientist onboard, there’s no question they’ll enjoy using tools like RudderStack, Alteryx, or Dbt command prompts to build complex transformations in code. \u003C/p>\u003Cp>But what about marketing agencies and businesses that don’t necessarily have a tech-savvy team? \u003C/p>\u003Cp>Whatagraph’s one-platform concept allows you to transform marketing data without any code or breaking a sweat in the same environment where you connect the sources and create stunning visualizations. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> today and see Whatagraph in action. \u003C/p>","2024-01-28T20:38:41.668Z","2025-02-02T21:33:34.913Z","2024-01-28T21:18:22.465Z","2024-01-28",{"id":861,"title":862,"slug":863,"summary":864,"body":865,"read_time":50,"createdAt":866,"updatedAt":867,"publishedAt":868,"errors":31,"table_of_contents":32,"dateReorder":869},2306,"Marketing Data Transformation: How to Organize Unstructured Marketing Data?  ","marketing-data-transformation","\u003Cp>You’re creating a quarterly marketing report and pulling data from several marketing data sources. But the data comes in unorganized. Do you really need sessions from 60 countries? Why not show just tier-1 countries where most conversions come from? Why scrolling through a long list of landing pages when grouping them by sections can reveal a trend faster? \u003C/p>","\u003Cp>What you need are clean and consistent reports and dashboards that actually help you discover insights quickly. This is where marketing data transformation enters the game. \u003C/p>\u003Ch2>What is marketing data transformation?\u003C/h2>\u003Cp>Marketers collect massive amounts of data, which is often scattered or unstructured. Data transformation techniques help organize and clean this data to make it more suitable for analysis and decision-making. Marketing data transformation includes techniques like data blending, mapping, and aggregation.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Data_transformation_e1e585c016.png\" alt=\"What is marketing data transformation\">\u003C/p>\u003Cp>By transforming unstructured marketing data, marketers can identify hidden patterns and improve data quality. Organized data, in return, helps marketers uncover insights and track campaign performance more easily. These insights can be used to optimize campaigns and demonstrate ROI to clients and, in turn, improve their retention.\u003C/p>\u003Ch2>What problems do marketers face working with unstructured data? (And how marketing data transformation helps)\u003C/h2>\u003Cp>Marketing data points gathered from different sources are often incompatible, preventing marketers from identifying trends and grasping the whole picture of their performance. \u003C/p>\u003Cp>Let’s take a look at some of the challenges marketers face:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Different naming conventions make reporting difficult \u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Different advertising platforms name dimensions and metrics like age, date, gender, etc., differently. So, for example, you can have “Country” on Google Ads and “Location” on Facebook Ads for the same dimension. Or have the date 2024-01 or 202401, depending on the channel. These differences prevent marketers from blending cross-channel metrics into a unified view, as each dimension is displayed separately.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Clients get confused by missing value fields\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>The data from connected marketing platforms might contain missing values or inconsistencies. Something like “not set” under the page path from GA4 could be considered a missing value. Such fields confuse readers, which can be solved by replacing those with more reader-friendly wording. Transformation allows us to filter out irrelevant or inconsistent values. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>It’s difficult to compare cross-channel data in multiple tables\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>When you have Facebook Ads, Google Ads, and Amazon Ads, it’s much more reader-friendly to display the PPC metrics from all three channels in one table. Transformation can help marketers visualize data from various sources in one widget by blending several data sources into one data source.  \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Large or complex datasets are hard to read\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Some datasets are just too large or complex to comprehend, which slows down data analysis. Take, for example, GA4 country dimensions. You can easily have 200+ countries listed in a table. You need a way to split the countries into custom dimension groups by tiers, regions, etc. Creating blends or custom dimensions simplifies your data and makes it more manageable for visualization and decision-making.  \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>The API access token runs out before the end of the month \u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Let’s say you are creating a 20-page Google Analytics report. Using a single \u003Ca href=\"https://whatagraph.com/integrations/ga4\">GA4 source\u003C/a> will time out your API access token. However, if you simplify the customer data and group it through blends or custom dimensions, you won’t need so many API requests. Instead of 5 tables, you’ll be querying one.  \u003C/p>\u003Ch2>Marketing data transformation use cases \u003C/h2>\u003Cp>Now, we will explore different use cases for data transformation in marketing that help teams manage unstructured data and draw actionable insights that help shape data-driven business decisions. \u003C/p>\u003Cp>We’ll start our list of marketing data transformation examples from simpler ones, such as:\u003C/p>\u003Ch2>Unify names of metrics and dimensions\u003C/h2>\u003Cp>Data mapping on the source or channel level allows you to give standardized names to cross-channel dimensions and metrics. This marketing data transformation is useful when different integrations have dimensions or metrics that give the same value but are named differently. \u003C/p>\u003Cp>Apart from unifying the names of metrics and dimensions, you can use the transformation to:\u003C/p>\u003Cul>\u003Cli>Categorize campaigns into the specific part of the funnel, e.g., \u003Ci>engagement\u003C/i>\u003C/li>\u003Cli>Aggregate results from clients' campaigns, ads, or ad sets by a specific keyword\u003C/li>\u003Cli>Make tables and widgets easier to read\u003C/li>\u003Cli>Create categories for specific countries and see results for them\u003C/li>\u003Cli>Globally translate metrics for your entire team\u003C/li>\u003Cli>Help users in agencies with less report-creating experience find the metrics they need quickly, as these will be named consistently\u003C/li>\u003C/ul>\u003Cp>Here are a few examples of marketing data mapping:\u003C/p>\u003Ch3>\u003Cstrong>Example 1: Map dimensions by unifying names \u003C/strong>\u003C/h3>\u003Cp>Your client is running Facebook Ads and Google Ads, and you want to present the impressions by device. \u003C/p>\u003Cp>Whatagraph allows you to easily unify different naming conventions like “Platform/Device/Device Type” into a single dimension e.g., “Device” or “Mobile/Mobile App/MOBILE” to a more convenient “Mobile” across different sources or channels.\u003C/p>\u003Cp>As a result, you have more consistent information in your reports.\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/unify_example_1_a665740ee2.png\" alt=\"unify_example_1.png\">\u003Cbr>\u003Cstrong>Example 2: Simplify long campaign names \u003C/strong>\u003C/h3>\u003Cp>Situation: You’re tracking campaigns for your client, but tables within your report have long dimension names or are overwhelmed by many values.\u003C/p>\u003Cp>With Whatagraph, you can simply create new dimension names for your campaigns on a source or channel level using conditions. \u003C/p>\u003Cp>Again, your reports become much neater and easier to understand to the end-reader. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/unifu_example_2_82b09e74dc.png\" alt=\"Simplify long campaign names\">\u003C/p>\u003Ch3>\u003Cstrong>Example 3: Shorten and unify field names that are confusing to the end reader\u003C/strong>\u003C/h3>\u003Cp>API endpoints are often difficult to understand. Whatagraph report tables may sometimes display [blank] or [empty] outputs as those values come directly from the API. \u003C/p>\u003Cp>However, Whatagraph allows you to set up a rule and easily change those fields into something that would make more sense to clients as end-readers of the report. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/unify_example_3_c5f4d747df.png\" alt=\"Shorten and unify field names that are confusing to the end reader\">\u003C/p>\u003Ch3>\u003Cstrong>Example 4: Translate your displayed metrics and dimensions globally\u003C/strong>\u003C/h3>\u003Cp>An agency regularly provides reports in their native language and struggles to translate every data point coming from the APIs. A large number of saved, pre-made widgets can solve the problem, but whenever clients add a source or have a different reporting need, they need to start from scratch. \u003C/p>\u003Cp>Whatagraph has a quicker and more scalable solution. Create a condition rule on a channel or source level to replace standard English metric and dimension names with their native language counterparts. This way, you can translate a bunch of metrics and dimensions at once, which also makes it easier for team members to use them in the future. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/unify_example_4_86f8dcaea4.png\" alt=\"Translate your displayed metrics\">\u003C/p>\u003Ch2>Blending cross-channel data\u003C/h2>\u003Cp>Blending is a data transformation process of combining or merging data from sources to create a unified and comprehensive dataset. \u003C/p>\u003Cp>The process of blending combines datasets that have related but distinct dimensions or metrics, helping marketers compare information from various sources seamlessly. \u003C/p>\u003Cp>Whatagraph allows non-technical users to blend marketing data in a user-friendly, no-coding way. You can effortlessly execute blends on large volumes of data to match and consolidate relevant data points. \u003C/p>\u003Cp>This allows you to create comprehensive visualizations that can reveal correlations, patterns, or trends across disparate datasets. As a result, you can gain a complete understanding of a certain segment of your marketing data. \u003C/p>\u003Cp>Here are a few examples of marketing data blending:\u003C/p>\u003Ch3>\u003Cstrong>Example 1: Blend marketing data sources in one group for quick access\u003C/strong>\u003C/h3>\u003Cp>Let’s say that one of your clients uses Facebook Page, Instagram, and LinkedIn. \u003C/p>\u003Cp>You can \u003Ca href=\"https://whatagraph.com/blog/articles/data-blending\">create a data blend\u003C/a> with all three sources. Selecting “Date” as the join key, and include only those metrics in the blend that are relevant for the client.\u003C/p>\u003Cp>When you connect the blend to a report, the client will easily spot only the selected metrics from the three sources. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/blend_example_1_4d0d19932b.png\" alt=\"Blend marketing data sources in one group\">\u003C/p>\u003Ch3>\u003Cstrong>Example 2: Aggregate campaign data inside one table\u003C/strong>\u003C/h3>\u003Cp>In this scenario, your client uses Facebook Ads and Google Ads, with the same naming conventions for both sources. \u003C/p>\u003Cp>You can create a data blend with both data sources and select “Week” as the join key. \u003C/p>\u003Cp>When you connect the blend to the report, your clients can see the aggregated campaign results for each week. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/blend_example_2_3a31e3d42a.png\" alt=\"Aggregate campaign data inside one table\">\u003C/p>\u003Ch3>\u003Cstrong>Example 3: Aggregate results from sources that belong to the same channel\u003C/strong>\u003C/h3>\u003Cp>Your client runs three Facebook Pages, and they want to aggregate their results. \u003C/p>\u003Cp>Whatagraph allows you to easily create a data blend with all three sources with Full Outer join and choose “Date” as the join key. \u003C/p>\u003Cp>The only thing that remains is to connect the blend to a report and select the “Sum of [metric]” for any repeating metrics in the blend.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/blend_example_3_208492a6a9.png\" alt=\"Aggregate results from sources that belong to the same channel\">\u003C/p>\u003Ch3>\u003Cstrong>Example 4: Create a custom cross-source calculation\u003C/strong>\u003C/h3>\u003Cp>Let’s go back to the client from Example 2 who uses Facebook Ads and Google Ads, and you want to calculate the cost of individual impressions for both sources + add an agency markup.\u003C/p>\u003Cp>You can easily create a new metric, “Total cost with markup”. \u003C/p>\u003Cp>Select “Formula” as a rule type and select the source data blend you want to use. You’ll use the same blend you created in Example 2 (Facebook Ads + Google Ads).\u003C/p>\u003Cp>Select the metric A — “Amount Spent” from Facebook Ads and the metric B — “Cost” from Google Ads and enter the formula A+B*1.2, where 1.2 is the agency markup. \u003C/p>\u003Cp>Set the value type to “Currency”, the increase logic to “Negative”, and create the metric. \u003C/p>\u003Cp>Finally, you can visualize the data in a table by selecting “Date” as the dimension and picking all three metrics.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/blend_example_4_6410e9b148.png\" alt=\"Create a custom cross-source calculation\">\u003C/p>\u003Ch2>Aggregate metrics and dimensions from blended data sources\u003C/h2>\u003Cp>Data blends that have metrics that match multiple sources will automatically suggest potential aggregations that are available, e.g. “Spend“ from Google Ads and “Spend” from Facebook Ads.\u003C/p>\u003Cp>These are available from Whatagraphs’ transformation metric creation interface and directly when creating a new widget with blended sources.\u003C/p>\u003Cp>But how does this actually help?\u003C/p>\u003Cp>This type of data transformation saves a lot of time for users who are adding the same metric a lot of times and reusing it inside the report. Whatagraph suggests possible aggregate options. \u003C/p>\u003Cp>And if you update the formula or blend in any way, the aggregate will automatically adjust inside any report using it. For example, if you have to delete one source from the blend. \u003C/p>\u003Cp>Let’s consider a few examples of marketing data aggregation:\u003C/p>\u003Ch3>\u003Cstrong>Example 1: Group multiple countries into regional dimensions or tiers\u003C/strong>\u003C/h3>\u003Cp>Your client is interested in tracking conversions or other user actions by regions or country tiers specific to their business. \u003C/p>\u003Cp>With Whatagraph, your job is easy. Just set up a condition rule on the channel or source level and include the countries into a regional dimension you create. \u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/aggregate_example_1_5cb8ca900a.png\" alt=\"Group multiple countries into regional dimensions or tiers\">\u003Cbr>\u003Cstrong>Example 2: Classify and group conversion events\u003C/strong>\u003C/h3>\u003Cp>An agency serves a portfolio of global clients, and what they see as a conversion or goal often varies, depending on the channel. So, the account managers must standardize metrics names for individual clients based on integration. \u003C/p>\u003Cp>Using Whatagraph’s Organize feature, account managers can easily create rules on the source level for each individual client, depending on their definition of a conversion. They can effortlessly replicate the process for each individual channel and change the metric names to be consistent. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/aggregate_example_2_6cdc10a0d0.png\" alt=\"Classify and group conversion events\">\u003C/p>\u003Ch3>\u003Cstrong>Example 3: Group multiple campaigns data as a new dimension\u003C/strong>\u003C/h3>\u003Cp>A freelance data analyst is regularly hired by businesses and agencies to help with visualizing client marketing data from complex datasets. One common request is to attribute marketing efforts to specific funnel stages. \u003C/p>\u003Cp>The agency has the naming convention for their campaigns, ad sets, and ads, and they want to streamline the information within the reports, not to overload the end reader. \u003C/p>\u003Cp>The analyst can spend time creating custom columns in Google Sheets or CSV, attributing specific keywords to the correct part of the funnel, OR they can use Whatagraph’s elegant solution.\u003C/p>\u003Cp>Using the Organize feature, the analyst can create a set of rules to attribute keywords in campaign names to different stages in the funnel, such as Awareness, Conversion, etc.\u003C/p>\u003Cp>The newly created dimension shows what part of the funnel each campaign or ad set belongs to, making the report easier to read. In addition, the simple transformation saves time and allows account managers to rely less on data analysts for data maintenance tasks. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/aggregate_example_3_c45342caee.png\" alt=\"Group multiple campaigns data as a new dimension\">\u003C/p>\u003Ch3>\u003Cstrong>Example 4: Categorize and group landing page names\u003C/strong>\u003C/h3>\u003Cp>In a similar way, account managers can use Whatagraph to transform data by creating a new dimension that would group all pages with a specific keyword in the URL. \u003C/p>\u003Cp>Simply set the rule on a source or channel level that ensures that each landing page containing e.g., “blog” is automatically attributed to a new dimension “Blog” that you create on the same spot. \u003C/p>\u003Ch2>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/aggregate_example_4_7e5cba08b5.png\" alt=\"Categorize and group landing page names\">\u003Cbr>The easiest way to organize data — Whatagraph \u003C/h2>\u003Cp>Whatagraph is a marketing data platform to connect, \u003Cstrong>organize\u003C/strong>, visualize, and share all your data. It can replace multiple complex tools with one easy-to-use platform that covers the entire data journey.\u003C/p>\u003Cp>The \u003Ca href=\"https://whatagraph.com/organize\">Organize step\u003C/a> is essential in this process, as it allows non-technical staff like account executives to run different data transformation tasks in an intuitive, no-code way. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>Using Whatagraph, marketers can easily:\u003C/p>\u003Cul>\u003Cli>Standardize outputs from different sources across reports and dashboards\u003C/li>\u003Cli>Unify internal dimension and metric naming conventions \u003C/li>\u003Cli>Group campaigns together or combine data from multiple countries in one tier\u003C/li>\u003Cli>Display the total performance of multiple landing pages\u003C/li>\u003Cli>Blend cross-channel data and create new cross-channel metrics\u003C/li>\u003Cli>Summarize data from multiple pages \u003C/li>\u003Cli>Aggregate campaign data and add agency markup\u003C/li>\u003Cli>Replace confusing outputs from marketing sources into something more understandable\u003C/li>\u003C/ul>\u003Cp>— Together with many more benefits of data transformation that make working with marketing data fast and manageable for teams who don’t want to hire a data specialist. \u003C/p>\u003Cp>Don’t splurge on a complex data transformation tool that you need a Python or SQL data expert to use and an equally complex business intelligence tool to visualize the transformed data.\u003C/p>\u003Cp>Empower your marketing team to transform marketing data with no hassle. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> of Whatagraph today.\u003C/p>\u003Ch3>One marketing data platform to manage all your data\u003C/h3>\u003Cp>It's not a rare case that marketers use multiple tools to manage their data. This means having a data pipeline to gather data from disparate sources, \u003Ca href=\"https://whatagraph.com/blog/articles/data-transformation-tools\">a data transformation tool\u003C/a> to organize the data, and another data visualization tool to present the cleansed data to the end-readers. \u003C/p>\u003Cp>\u003Cstrong>However, the “fragmented data stack” approach has several pitfalls. \u003C/strong>\u003C/p>\u003Cp>The demand for technical expertise may pose a barrier, especially for smaller agencies. The integration challenges can result in long implementation times that delay realizing actionable insights. \u003C/p>\u003Cp>Maintaining a fragmented marketing data stack may also require training, integration, and ongoing maintenance costs. These hidden costs work against the very benefits the tools claim to provide. Also, the cost of using multiple specialized tools can easily increase, straining the budgets of smaller marketing teams. \u003C/p>\u003Cp>\u003Cstrong>On the other hand, \u003C/strong>\u003C/p>\u003Cp>As an all-in-one platform, Whatagraph is an excellent solution for marketing agencies and in-house teams that want to turn siloed and unstructured data into presentation-ready reports and dashboards at scale without technical expertise. \u003C/p>\u003Cp>Fully managed connectors allow users to quickly and reliably integrate \u003Ca href=\"https://whatagraph.com/integrations\">more than 45 digital marketing sources\u003C/a> like social media, PPC, website analytics, SEO, email marketing, e-commerce, and CRM platforms.  \u003C/p>\u003Cp>To connect any other source, you can use a Custom API, Google Sheets, or Google BigQuery data warehouse. \u003C/p>\u003Cp>Any data blend, calculation, new dimension, or metrics you create through the Organize feature you can readily use in visualizations.\u003C/p>\u003Cp>Whatagraph allows you to create stunning and insightful data visualizations in a few clicks and tell the story in a way stakeholders and clients can easily understand. We have 50+ report and dashboard templates, and you can save almost anything you create yourself as a template.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Intuitive_report_builder_582d023abf.png\" alt=\"Whatagraph report builder\">\u003C/p>\u003Cp>In addition to effortless connecting, organizing, and visualizing your marketing data, sharing is another step where Whatagraph can save you many hours to focus on what matters. \u003C/p>\u003Cp>Whatagraph lets you automate insight sharing through scheduled emails with reports attached or live links for near real-time access. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Marketing agencies and in-house teams increasingly deal with big data that comes unorganized from scattered marketing sources. \u003C/p>\u003Cul>\u003Cli>To present the insights and digestible form for end users, \u003C/li>\u003Cli>To extract valuable insights from large or complex data sets and \u003C/li>\u003Cli>To conveniently present cross-channel data, you need marketing data transformation.\u003C/li>\u003C/ul>\u003Cp>Until recently, this meant buying a complex data transformation tool and hiring an external data engineer to sort things out. \u003C/p>\u003Cp>Now, marketers have a no-code solution that makes blending, aggregating, and renaming connected data much faster, easier, and ready for visualization and sharing. \u003C/p>","2024-02-05T09:35:13.574Z","2024-04-15T17:54:32.701Z","2024-02-05T09:35:29.276Z","2024-02-05",{"id":871,"title":872,"slug":873,"summary":874,"body":875,"read_time":50,"createdAt":876,"updatedAt":877,"publishedAt":878,"errors":31,"table_of_contents":32,"dateReorder":879},2307,"How to Blend Data in Looker Studio [+ a Faster Way]","data-blending-looker-studio","\u003Cp>Data blending is a great way to combine data from multiple sources and gain more insights into your audience, campaigns, and overall marketing performance. In Looker Studio, however, this feature has limitations that could slow down your reporting and affect the accuracy of your data. \u003C/p>","\u003Cp>With data blending in Looker Studio, you can create charts, tables, and rules that combine data from several data sources. \u003C/p>\u003Cp>For example, you can blend customer information and order details and visualize the information in a one Looker Studio table. \u003C/p>\u003Cp>You can present combined data from your Google Ads and Google Analytics accounts in a single chart to see the unified performance of your marketing campaign.\u003C/p>\u003Cp>You can also blend data from different BigQuery tables.\u003C/p>\u003Cp>But before we go in more depth, let's quickly explain the difference between a blend and a data source. \u003C/p>\u003Ch2>\u003Cstrong>Blends vs. Data Sources\u003C/strong>\u003C/h2>\u003Cp>Blending data creates a resource known as a blend. Blends are similar to data sources because they also provide data for charts and tables, but they differ from data sources in several ways: \u003C/p>\u003Cul>\u003Cli>Blends contain information from multiple data sources.\u003C/li>\u003Cli>Blends in Looker Studio are always embedded into the report in which they're created. You can’t reuse a blend across reports. \u003C/li>\u003Cli>Metrics in the underlying data source become unaggregated numeric dimensions. \u003C/li>\u003Cli>Blends don’t have data freshness and credential settings of their own. These come from the underlying data sources. \u003C/li>\u003C/ul>\u003Ch2>How to Blend Data in Looker Studio?\u003C/h2>\u003Cp>We’ll start by creating a report in which we will connect Google Analytics 4 and YouTube to present data from both platforms in one place. \u003C/p>\u003Cp>Then, we’re going to blend data from two different sources in a single chart.\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/benmangold/\" target=\"_blank\" rel=\"noopener noreferrer\">Benjamin Mangold\u003C/a>, Co-Founder of \u003Ca href=\"https://www.lovesdata.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Loves Data\u003C/a>, explains the process in his video:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=qQfUwClQBPk\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/qQfUwClQBPk\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Let’s start by creating a report in Looker Studio. \u003C/p>\u003Ch3>Step 1: Create a report \u003C/h3>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Open Looker Studio and click \u003Cstrong>Create\u003C/strong> > \u003Cstrong>Report\u003C/strong>.  \u003C/li>\u003Cli>Select Google Analytics 4 as a data source. Choose the account and property you want to connect. Click \u003Cstrong>Add\u003C/strong> > \u003Cstrong>Add to Report\u003C/strong>.\u003C/li>\u003Cli>To keep things simple, we’ll replace the default table widget with a scorecard. Click on the table and click on the scorecard type in the sidebar. \u003C/li>\u003Cli>Change the scorecard metric to “Total users”. Now this scorecard shows us the total number of users on the website. \u003C/li>\u003Cli>To also include data from YouTube, we need to add another data source. Click \u003Cstrong>Add data\u003C/strong> button at the bottom of the interface. Select the YouTube account you want to connect and repeat the \u003Cstrong>Add\u003C/strong> > \u003Cstrong>Add to Report\u003C/strong> steps. We can now use this new data source in our dashboard. \u003C/li>\u003Cli>Click \u003Cstrong>Add a chart\u003C/strong> and pick a \u003Cstrong>Scorecard\u003C/strong> from the drop-down menu. Make sure that the YouTube source is selected in the sidebar Data Sources field. \u003C/li>\u003C/ol>\u003Cp>Change the metrics on the scorecard to show the total number of “Views”. \u003C/p>\u003Cp>Done! We now have a dashboard that includes data from two data sources. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2024_12_02_at_15_55_34_fb83b12d16.png\" alt=\"Looker Studio Report - Data Blending in Looker Studio\">\u003C/p>\u003Cp> \u003C/p>\u003Cp>Now, we'll add another GA4 data source and create a blend\u003C/p>\u003Ch3>\u003Cstrong>Step 2: Start blending data\u003C/strong>\u003C/h3>\u003Cp>Click \u003Cstrong>Add data\u003C/strong> in the bottom corner and select Google Analytics 4. Choose the account and property you want to connect. Click \u003Cstrong>Add\u003C/strong> > \u003Cstrong>Add to Report\u003C/strong>.\u003C/p>\u003Cp>We can now add another chart to our report. Click \u003Cstrong>Add a chart\u003C/strong> and pick a \u003Cstrong>Time series. \u003C/strong>\u003C/p>\u003Cp>Under the Setup tab, we can see that this chart uses the GA4 source we’ve just added. \u003C/p>\u003Cp>Click \u003Cstrong>Blend Data \u003C/strong>to create a new blended data source. \u003C/p>\u003Cp>To make a blended data source, you’ll need a “key” also called a “joint condition” that is available in both sources. It’s a piece of information available in both data sets. \u003C/p>\u003Cp>For example, we can use the dimension of “Date” to combine data. We can then present the number of users from both data sources by the date. \u003C/p>\u003Cp>We can see our existing data source on the left. Click \u003Cstrong>Join another table\u003C/strong>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2024_12_02_at_17_51_23_7256443023.png\" alt=\"Screenshot 2024-12-02 at 17.51.23.png\">\u003C/p>\u003Cp>Select the GA4 property you added first. Now, you need to choose the dimensions and metrics you want to combine. \u003C/p>\u003Cp>The “Date” is already selected as a dimension. For the metrics, we’ll add “Total users” and “Sessions” for both data sources.\u003C/p>\u003Cp>\u003Ci>\u003Cstrong>Pro tip\u003C/strong>: Name each table used in your blended data source. This will help you if you decide to create any calculated fields in your report. Calculated fields let you create custom metrics and dimensions in Looker Studio. \u003C/i>\u003C/p>\u003Cp>To name a table, select the default text at the top that says “Table Name”.\u003C/p>\u003Cp>Every blend in Looker Studio can have up to 5 tables. This is definitely a limitation, but we'll get back to it in a bit. \u003C/p>\u003Cp>For now, let's finish our blend. \u003C/p>\u003Ch3>\u003Cstrong>Step 3: Join data from two sources\u003C/strong>\u003C/h3>\u003Cp>You can see the metrics and dimensions for our blended data source on the right, together with corresponding table names. \u003C/p>\u003Cp>The next thing you need to decide is how to join data from the tables.  \u003C/p>\u003Cp>Click \u003Cstrong>Configure join\u003C/strong> in the middle. \u003C/p>\u003Cp>There are five ways you can join tables.  \u003C/p>\u003Cp>With these options, you can control what happens if data is missing from one of the tables. For example, if there is data for a particular day in one table but not the other. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Left outer\u003C/strong>: If you use “Left Outer”, all the rows from the table on the left will be used, along with any of the matching rows from the table on the right. If there is a row missing in the table on the right, it won’t be combined in your blended source. \u003C/li>\u003Cli>\u003Cstrong>Right outer\u003C/strong>: If you use “Right Outer”, any missing rows from the table on the left won’t be used. \u003C/li>\u003Cli>\u003Cstrong>Inner\u003C/strong>: Only rows that are available in both tables will be used.  \u003C/li>\u003Cli>\u003Cstrong>Full outer\u003C/strong>: All rows from both tables will be used. \u003C/li>\u003Cli>\u003Cstrong>Cross\u003C/strong>: This option combines all available rows from both data sources. \u003C/li>\u003C/ul>\u003Cp>For our blended data source, let’s select “Full outer”. \u003C/p>\u003Cp>Now, we need to select the \u003Cstrong>Join condition\u003C/strong> or data key to join the data together. Choose the “Date” dimension. Click \u003Cstrong>Save\u003C/strong>.  \u003C/p>\u003Cp>You can now name the blended data source. For example, “GA4 Combined”. Click \u003Cstrong>Save\u003C/strong>.  \u003C/p>\u003Ch3>\u003Cstrong>Step 4: Combine metrics\u003C/strong>\u003C/h3>\u003Cp>We can see our new blended data source is applied to our chart. Each metric is still separate. \u003C/p>\u003Cp>We have two metrics for “Sessions” and two metrics for “Total users”. \u003C/p>\u003Cp>To create a combined metric, we need to create a calculated field. \u003C/p>\u003Cp>Under the \u003Cstrong>Setup\u003C/strong> tab, select \u003Cstrong>Add metric\u003C/strong> > \u003Cstrong>Create field\u003C/strong>. \u003C/p>\u003Cp>Let’s call it “Total Users Combined”. For the formula start typing “Total users” and then select the metric from the first table. Enter a “\u003Cstrong>+\u003C/strong>” sign and search for “Total users” again and select the metric from the second table. Click \u003Cstrong>Apply\u003C/strong>. \u003C/p>\u003Cp>You can now see the total number of users combined from both GA4 properties in the time series.   \u003C/p>\u003Ch2>5 Limitations of Data Blending in Looker Studio\u003C/h2>\u003Cp>There’s no doubt that \u003Ca href=\"https://whatagraph.com/blog/articles/data-blending\">data blending is a great feature\u003C/a>. Blended data can help you see the bigger picture behind your data and reveal underlying trends. However, there are several Looker Studio limitations that could slow down your report or make blended data in Looker Studio inaccurate.\u003C/p>\u003Ch3>1. A limited number of blended sources\u003C/h3>\u003Cp>Remember when we said that one blend can have up to 5 tables? That’s right. You can’t add more than five data sources and more than 10 dimensions from a single data source. Both numbers might seem reasonable, but they're not always enough. \u003C/p>\u003Cp>Agencies often need to fetch data from many different client sources using \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">multiple marketing data connectors\u003C/a>. For example, ad metrics from several PPC apps, sales data from an e-commerce platform, customer data from the CRM, and different information from several more spreadsheets. \u003C/p>\u003Cp>In any case, when you hit the limit, you must split the data into several reports, which makes it harder to get the full picture of your performance. \u003C/p>\u003Ch3>2. Slow loading and processing times\u003C/h3>\u003Cp>You might have noticed that the platform sometimes takes more time to load your data, even without blending. \u003C/p>\u003Cp>Indeed, \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">Looker Studio is slow\u003C/a> for several reasons, and it tends to get even slower when you start using it with multiple data sources, especially several sources at the same time. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Data_c8456a1b88.png\" alt=\"google extract data connector\">\u003C/p>\u003Cp>For each source, Looker Studio needs to connect to a different API, which demands additional computing power that isn't always available. \u003C/p>\u003Cp>Blending two sources usually works fine, but the more sources you add, the slower your dashboard gets. \u003C/p>\u003Ch3>3. Blends are not reusable\u003C/h3>\u003Cp>In Looker Studio, blends are always embedded into the report in which they're created. There’s no way to make a blend reusable across reports. If you copy the report, the blends are copied into the new report, so your charts will continue to present the blended data. \u003C/p>\u003Ch3>4. Depends on third-party connectors \u003C/h3>\u003Cp>Third-party connectors are necessary for integrating data from various sources. However, these connectors are sometimes too complex, unreliable, or have limited capabilities. \u003C/p>\u003Cp>An old adage says “A man is only as good as his tools”. In the case of Looker Studio, third-party tools can sometimes cause problems. \u003C/p>\u003Cp>Google Analytics, Google Ads, and other data sources from the Google ecosystem have one connection per property, which includes all data fields. \u003C/p>\u003Cp>On the other hand, third-party connectors often let you choose between three different menus, each connecting to a different segment of the tool’s data. This complicates your data blending processes. \u003C/p>\u003Cp>Reporting on an enterprise property or managing an agency portfolio of clients can become a nightmare. \u003C/p>\u003Cp>That's especially true if you need to connect or blend all data sources  – not to mention trying to replicate the report with blended data. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/thrid_party_connectors_87474828c6.png\" alt=\"Looker Studio Connectors\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Connectors from different vendors may not have the same performance\u003C/i>\u003C/p>\u003Cp>Also, third-party connectors may not be as reliable or consistent as native Looker Studio connectors. This can cause data errors, connectivity issues, or downtimes that disrupt your data analysis and reporting performance. \u003C/p>\u003Cp>Ironically, clunky spreadsheets or BigQuery-hosted datasets are often the best way to connect non-Google data sources to Looker Studio. \u003C/p>\u003Cp>This dependence on third-party connectors is not something that plagues Looker Studio alone. \u003C/p>\u003Cp>Many \u003Ca href=\"https://whatagraph.com/blog/articles/data-transformation-tools\">data transformation tools\u003C/a> use third-party connectors to connect data from scattered sources. To avoid this problem, consider using a tool with pre-built or native integrations. \u003C/p>\u003Ch3>5. Steep learning curve\u003C/h3>\u003Cp>Looker Studio is not one of those tools you can just pick up and use. Its unique modeling language requires that you have at least a basic understanding of coding — primarily languages like SQL. \u003C/p>\u003Cp>This can be challenging for agencies or companies without technical expertise or a dedicated data team. \u003C/p>\u003Cp>And if you run into a problem or unknown, you’re pretty much left to yourself, as customer support only applies to users with a Google Cloud support plan and Looker Studio Pro subscription. \u003C/p>\u003Ch2>How to Overcome Limitations of Data Blending in Looker Studio with Whatagraph\u003C/h2>\u003Cp>Whatagraph is one platform to connect, \u003Ca href=\"https://whatagraph.com/organize\">organize\u003C/a>, visualize, and share all your marketing data. \u003C/p>\u003Cp>Designed to replace multiple complex data tools with one intuitive platform, Whatagraph also gives you the easiest way to blend your data. \u003C/p>\u003Cp>How?\u003C/p>\u003Cp>Once you connect your data sources, you have the option to organize your data before analyzing it further. \u003C/p>\u003Ch3>No limits on blending data\u003C/h3>\u003Cp>With Whatagraph, there’s no limit on how many sources or dimensions you can blend. Even better, the accuracy and reliability of your blends don’t depend on third-party connectors. \u003C/p>\u003Cp>Whatagraph has fully managed integrations with 55+ marketing platforms, including web analytics, social media, paid advertising, SEO, e-commerce, email marketing, and CRM tools. \u003C/p>\u003Cp>This means that data in your blends is reliable, whether you use Google- or non-Google-based marketing apps. \u003C/p>\u003Cp>But that’s not all. Apart from these integrations, you can connect any data source via a Custom API or by using Google Sheets or BigQuery as a source. \u003C/p>\u003Ch3>Faster processing times\u003C/h3>\u003Cp>While Looker Studio can get very slow even with two data sources in a blend, Whatagraph easily handles dozens of report pages and unlimited widgets and sources. \u003C/p>\u003Cp>Thanks to a recent update to \u003Ca href=\"https://cloud.google.com/kubernetes-engine\" target=\"_blank\" rel=\"noopener noreferrer\">Google Kubernetes Engine\u003C/a>, even very heavy widgets with 180 configurations now take less than 10 seconds to load. \u003C/p>\u003Ch3>Easily review your blends to make sure the report is accurate\u003C/h3>\u003Cp>In Whatagraph, you can quickly review the dimensions and metrics for each blend you’re creating or editing. This way, you can make sure there are no duplicates and that nothing goes into the blend that shouldn’t. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/blend_example_3_3fba888fa1.png\" alt=\"blend_example_3.png\">\u003C/p>\u003Ch3>Save any blends to reuse and edit\u003C/h3>\u003Cp>Everything you create in Whatagraph, from metrics to whole reports, can be saved and reused as a template. This also applies to data blending. \u003C/p>\u003Cp>You can easily reuse and edit all data blends, formulas, custom dimensions, and metrics.\u003C/p>\u003Ch3>Anyone on the team can handle advanced analytics tasks \u003C/h3>\u003Cp>Whatagraph has a user-friendly UX/UI across the whole platform, making any data management task easy without technical knowledge. \u003C/p>\u003Ch2>How to Blend Data in Whatagraph\u003C/h2>\u003Cp>Now, we’ll explain how to blend data effectively using Whatagraph’s no-code process.  \u003C/p>\u003Ch3>Example 1: Blending sources\u003C/h3>\u003Cp>In this example, we’ll create a simple blend of Facebook Ads and Google Ads to get the number of impressions and clicks from both sources in one table. \u003C/p>\u003Cp>\u003Cstrong>Step 1:\u003C/strong> We start with a report with connected Facebook Ads and Google Ads. Without blended data, the report splits the performance of two sources into two tables. Now, we’ll blend these two sources.  \u003C/p>\u003Cp>\u003Cstrong>Step 2:\u003C/strong> Click the \u003Cstrong>Sources\u003C/strong> tab and then \u003Cstrong>Add new data\u003C/strong>. Choose the \u003Cstrong>Blended sources\u003C/strong> tab and click \u003Cstrong>Crete a blended source\u003C/strong> button.  \u003C/p>\u003Cp>\u003Cstrong>Step 3\u003C/strong>:  A blending window will appear. Start by selecting the channels and the specific data sources. Select Facebook Ads and Google Ads.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/data_blending_whatagraph_660538108a.png\" alt=\"Blending sources in Whatagraph\">\u003C/p>\u003Cp>\u003Cstrong>Step 4\u003C/strong>: Choose \u003Ci>Year, month\u003C/i> as the dimensions for both sources and \u003Ci>Impressions\u003C/i> and \u003Ci>Clicks\u003C/i>/\u003Ci>Clicks (All)\u003C/i> as metrics.\u003C/p>\u003Cp>\u003Cstrong>Step 5:\u003C/strong> Select the join. For this blend, take the full outer join. Select \u003Ci>Year, month\u003C/i> as the join key for both sources and click \u003Cstrong>Save setup\u003C/strong>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/select_join_key_b6d27b0318.png\" alt=\"Select join key\">\u003C/p>\u003Cp>\u003Cstrong>Step 6:\u003C/strong> Give your blend a name and a short description. It’s a good practice to use a recognizable name so other users can easily find it. \u003C/p>\u003Cp>Click \u003Cstrong>Create a blend,\u003C/strong> and your job is done. \u003C/p>\u003Cp>You can use the blend you created as a source for any report. Select the newly created blend, drag a widget to the report, and pick the metrics from both sources. \u003C/p>\u003Cp>This example is just one of many \u003Ca href=\"https://whatagraph.com/blog/articles/data-blending\">data blending use cases\u003C/a> available in Whatagraph.     \u003C/p>\u003Ch3>Example 2: Creating formulas on a blended source level\u003C/h3>\u003Cp>In this example, we’ll create a custom formula for total Impressions from Facebook Ads and Google Ads sources we just blended.\u003C/p>\u003Cp>\u003Cstrong>Step 1\u003C/strong>: Click on the widget with a connected blended source. Click \u003Cstrong>Add new\u003C/strong> in the metrics selection, and then \u003Cstrong>Create new metric\u003C/strong>.\u003C/p>\u003Cp>\u003Cstrong>Step 2\u003C/strong>: The Create metric view will open. Set the display name and description for your new metrics e.g. \u003Cstrong>Total Impressions\u003C/strong>. Since we want to use this new metric in a formula, under the rule type, select Formula. \u003C/p>\u003Cp>\u003Cstrong>Step 3\u003C/strong>: It immediately selects the data blend we used in this report. Now, we need to pick the individual metrics from the blend. Let’s say we want total impressions, so we’ll take Impressions from both channels.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/blend_example_4_844a7d2f38.png\" alt=\"blend_example_4.png\">\u003C/p>\u003Cp>\u003Cstrong>Step 4\u003C/strong>: Type the formula \u003Cstrong>A+B\u003C/strong>, where A is the designated label for Facebook Ads and B for Google Ads. Click \u003Cstrong>Create metric\u003C/strong>.\u003C/p>\u003Cp>Your new formula will automatically appear under the Metrics selection for the widget. \u003C/p>\u003Cp>Update the widget and your custom table now has Impressions from both channels as well as the column for total Impressions. \u003C/p>\u003Cp>You’ll find more data transformation use cases and ways to organize your marketing data in our \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-transformation\">marketing data transformation article\u003C/a>.  \u003C/p>\u003Ch2>More Reasons to Pick Whatagraph Over Looker Studio\u003C/h2>\u003Cp>Looker Studio is a dashboarding tool created as a supplement to Looker – a much more complex platform for data modeling and governance. Although it lets users create visual reports of available data, Looker Studio lacks the advantages of an all-in-one marketing data platform. \u003C/p>\u003Cp>Let’s consider a few more reasons to use Whatagraph to manage your marketing data.\u003C/p>\u003Ch3>Fully managed integrations\u003C/h3>\u003Cp>Consistent experience and 30-minute refresh rate across all data sources you connect. More than 55 marketing platforms are supported, plus you can connect any data through Google Sheets, BigQuery, or Custom API.\u003C/p>\u003Ch3>Cross-channel reporting\u003C/h3>\u003Cp>Add any marketing channel to your report and compare the performance of different channels in a few clicks. Easily blend data and combine metrics from multiple sources. Pick any metrics from the blended sources and use custom formulas to add, divide, multiply, and take parts of it. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>Pre-made widgets\u003C/h3>\u003Cp>Save time visualizing your data with pre-made report building blocks. Drag and drop them to your report page. Resize them as needed, add more metrics, apply filters, and save them as widget templates. \u003C/p>\u003Ch3>Linked templates\u003C/h3>\u003Cp>Link reports to one template to \u003Cstrong>edit them all at once \u003C/strong>by editing the template and saving hours in the process. Change sources, text widgets, images, and company logos through multiple client reports instead of doing it one by one. \u003C/p>\u003Ch3>Customization & white-labeling\u003C/h3>\u003Cp>You can effortlessly change the default design of your reports and dashboard and apply a different theme that matches your or your client’s branding. \u003C/p>\u003Cul>\u003Cli>Remove Whatagraph’s logo,\u003C/li>\u003Cli>Choose a color scheme,\u003C/li>\u003Cli>Specify the company name,\u003C/li>\u003Cli>Enter the new domain name,\u003C/li>\u003Cli>Customize the reply-to-address,\u003C/li>\u003Cli>Specify who on your team is responsible for the report.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_c3f037378e.png\" alt=\"white_label.png\">\u003C/p>\u003Cp>This effectively means an agency can \u003Ca href=\"https://whatagraph.com/white-label\">customize reports\u003C/a> for each of their clients.\u003C/p>\u003Ch3>Report automation & review step\u003C/h3>\u003Cp>Once you create a report you can automate the way you deliver it. Choose the frequency, delivery days, time zone, and recipients, and automate the whole process. \u003C/p>\u003Cp>When the time comes for the next report, Whatagraph automatically refreshes the widgets with new data from connected sources and sends the next report on schedule. \u003C/p>\u003Cp>However, you can add the review step to double-check the report content before it gets sent. In this step, you can manually edit numbers, delete or add new widgets, change metrics, change media images, or add text comments. \u003C/p>\u003Ch3>No code data transfers\u003C/h3>\u003Cp>Whatagraph has an intuitive, no-code workflow to transfer data from multiple marketing platforms to Google BigQuery data warehouse. \u003C/p>\u003Cp>This gives you complete ownership of the marketing data they collect. Instead of having data in different locations, use data transfer to copy it all to a managed data warehouse. This way, you protect your data from deprecation, sampling, or changing policies of individual platforms.\u003C/p>\u003Ch3>Responsive customer support\u003C/h3>\u003Cp>Unless you pay more for Looker Studio Pro, you’re left to online discussion forums and Google’s help docs that are often difficult for a non-technical person to understand.\u003C/p>\u003Cp style=\"margin-left:0px;\">All Whatagraph pricing plans come with a dedicated Customer Success Manager and live chat support who reply to your questions within 4 minutes.\u003C/p>\u003Cp style=\"margin-left:0px;\">Your dedicated CSM can help you migrate data from your current platform, connect to channels and data sources, organize your data, and everything else to ensure you have the smoothest experience with Whatagraph. \u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Addressing common challenges in Looker Studio data blending one by one might take much of your precious time. So perhaps the best way to solve them is to use a marketing data platform that doesn’t have these issues and is much more intuitive to use. \u003C/p>\u003Cp>Whatagraph has a data blending feature that is fast, reliable, user-friendly, and 100% no-code. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call\u003C/a> with us and find out how Whatagraph can help you organize and report data on a scale!\u003C/p>","2024-03-06T15:49:56.834Z","2024-12-10T11:22:44.274Z","2024-03-06T17:18:43.628Z","2024-03-06",{"id":881,"title":882,"slug":883,"summary":884,"body":885,"read_time":50,"createdAt":886,"updatedAt":887,"publishedAt":888,"errors":31,"table_of_contents":32,"dateReorder":889},2308,"Data Blending: Clear Insights for Data-Driven Marketing","data-blending","\u003Cp>Decision-makers across industries increasingly depend on data-driven marketing insights. As data volume and complexity grow, agencies and their clients struggle to get more accurate insights. The good news is that data analytics is evolving, too. Thanks to quick and versatile applications of data blending, actionable, organized data is now within your grasp, without enlisting data specialists or complicated data integration tools. \u003C/p>","\u003Cp>Let’s consider an example. You’re a strategist in a PPC agency running a multi-level campaign that has seen a drop in conversions against the campaign KPIs. To make things worse, the contract review is due soon. \u003C/p>\u003Cp>What can you do to pinpoint the problem?\u003C/p>\u003Cp>You can pull resources from your agency’s data team and crunch the numbers, or in the worst-case scenario — do it yourself. \u003C/p>\u003Cp>Luckily, you now have access to powerful data-blending solutions that let you analyze the performance of different marketing channels much more effectively. \u003C/p>\u003Cp>In this article, you’ll learn more about data blending and how it works. On top of it, we’ll explore several real-world scenarios through different data blending use cases. \u003C/p>\u003Ch2>What is data blending?\u003C/h2>\u003Cp>Data blending is an operation of bringing together two or more data sets to visualize and analyze results in a way that doesn’t physically combine or alter the original data sets. \u003C/p>\u003Cp>The blended sources use external code and formulas, provided by the data analytics platform to query data sources separately and combine the read-only data into visualizations available in that platform. \u003C/p>\u003Cp>This approach blends data with much more flexibility and speed than other methods of combining data for analysis. \u003C/p>\u003Ch2>Data blending types\u003C/h2>\u003Cp>Although there is little difference between data blending types, there are different approaches depending on how you instruct your data blending tool to join data. \u003C/p>\u003Cp>A join is an operation through which the combined data sources are positioned one against another in your blend. \u003C/p>\u003Cp>When considering join types, think of data as two separate tables.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Join_types_00c9a1690a.png\" alt=\"Join types for blending\">\u003C/p>\u003Cp>For example, you will use the inner join to match rows from two tables based on the common values and visualize them side by side in a table. Let’s say you want to combine sales data from Amazon Pay with an email address and a matching row from HubSpot with the same email address. An inner join matches this data based on the same email. \u003C/p>\u003Cp>On the other hand, an outer join combines data sets even if they don’t have matching values in a common key column. For example, you can combine two data sets with web traffic data — even if many of the URLs have changed over time as you publish new blog posts, product pages, etc. \u003C/p>\u003Cp>The left join is useful when you have one primary data source and multiple secondary data sources. Your primary data source will be on the left side of your data blend. In the case of data blending in Tableau, this layout allows you to perform a data analysis with different levels of granularity. \u003C/p>\u003Ch2>How does the data blending process work?\u003C/h2>\u003Cp>If you already feel overwhelmed after reading the previous section, you’ll be happy to hear that the kind of blending described above will be done by your data blending tool. \u003C/p>\u003Cp>Once you start using data blending tools, all the data blending processes will be intuitive and straightforward. However, it’s important for you to understand what output you’re looking for.\u003C/p>\u003Cp>\u003Cstrong>Step 1\u003C/strong>: Connect the sources you want to blend. In Whatagraph, your job is easy, as you have \u003Ca href=\"https://whatagraph.com/integrations\">direct native integrations\u003C/a> to 45+ popular marketing platforms. \u003C/p>\u003Cp>\u003Cstrong>Step 2\u003C/strong>: Create a blend of two or more sources. Keep in mind that you may run into limits here, depending on the tool you choose. With Looker Studio, for example, you can't add more than five sources in one blend. Learn more about \u003Ca href=\"https://whatagraph.com/blog/articles/data-blending-looker-studio\">the limitations of data blending in Looker Studio\u003C/a> and how to overcome them. \u003C/p>\u003Cp>\u003Cstrong>Step 3\u003C/strong>: Analyze the results in multi-source tables or other data visualization types. Whatagraph, for example, also allows you to apply a custom formula on the blended source level.  \u003C/p>\u003Ch2>Data blending use cases and scenarios\u003C/h2>\u003Cp>Now we will explore the two most common use cases of how to blend data in Whatagraph followed by two real-world examples. Whatagraph has developed \u003Ca href=\"https://whatagraph.com/organize\">a user-friendly Organize feature\u003C/a> that allows you to blend, aggregate, unify, and group data in the same environment where you connect sources and visualize insights. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>Thanks to this intuitive and scalable feature, any marketer can learn how to make a blend of sources without any specialized training or coding. \u003C/p>\u003Cp>We’ll start with a basic case first.\u003C/p>\u003Ch3>Create a cross-channel table overview\u003C/h3>\u003Cp>\u003Cstrong>Goal\u003C/strong>: To create a cross-channel overview table where each metric column belongs to a different source. \u003C/p>\u003Cul>\u003Cli>Challenge 1: This is not possible with a standard table widget as it only supports one source. \u003C/li>\u003Cli>Challenge 2: This is not possible with a multi-source breakdown table either, as the source is always used as a dimension. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Table_a7234ed838.png\" alt=\"Table outcome\">\u003C/p>\u003Cp>For this table, we want each column to represent different metrics from different sources.\u003C/p>\u003Cp>\u003Cstrong>How data blending helps\u003C/strong>:\u003C/p>\u003Cp>With data blending, we can create a single source that contains all the metrics from all the sources we’d like to include in our table. In other words, we’d use a standard table widget with the blended source and select the metrics we need. \u003C/p>\u003Cp>Steps we need to take:\u003C/p>\u003Cp>\u003Cstrong>1. Create a blended source\u003C/strong>\u003C/p>\u003Cp>From the Organize environment click on \u003Cstrong>Create new\u003C/strong> > \u003Cstrong>Blended source\u003C/strong>.\u003C/p>\u003Cp>\u003Cstrong>2. Select sources\u003C/strong> \u003C/p>\u003Cp>Choose sources and their metrics and dimensions that you want to include in your blend.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Blending_start_883d391658.png\" alt=\"Start with data blending\">\u003C/p>\u003Cp>\u003Cstrong>3. Join sources\u003C/strong>\u003C/p>\u003Cp>Select a join type between each source and the dimensions you want to use as a join key. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Join_setup_ee050626fc.png\" alt=\"Select join key\">\u003C/p>\u003Cp>If you’re used to the blending process in Looker Studio, the concept of joins keys and blending in general are similar to Whatagraph. \u003C/p>\u003Cp>\u003Cstrong>4. Blend data\u003C/strong>\u003C/p>\u003Cp>After completing these steps, you have a single data set that contains data from multiple sources. Once you use it in a report, you can manage it as a standard source, however the metrics you selected belong to different sources.   \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Blend_setup_2118cfe101.png\" alt=\"Inspect blend setup \">\u003C/p>\u003Cp>When you are building a report, you need to select your blended source. Open the channel list and go to the \u003Cstrong>Blended sources\u003C/strong> tab. \u003C/p>\u003Cp>Once you select the source, add a table widget and select the metrics. The metrics list will be broken down by sources — the source we selected for our blend. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Metric_drawer_05922832b9.png\" alt=\"Report metric drawer\">\u003C/p>\u003Cp>This allows us to have each column of the table representing a metric from a different source. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Outcome_a5e44cb976.png\" alt=\"Widget with blended data\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>(The table highlights are not a part of the actual UI)\u003C/i>\u003C/p>\u003Cp>Moving on to another useful data blending use case.\u003C/p>\u003Ch3>Use a cross-channel calculation in the table overview\u003C/h3>\u003Cp>\u003Cstrong>Goal\u003C/strong>: To create a cross-channel metric calculation in the table widget that we could display next to standard metrics. \u003C/p>\u003Cp>Additionally, we want this metric to be reusable in other widgets or dashboards without us having to recreate it each time. \u003C/p>\u003Cp>Finally, we want to be able to edit such a metric from one place, and the changes to take effect on all areas where it’s used. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Table_v_formula_ad18dc7488.png\" alt=\"Table with custom formula on blended source\">\u003C/p>\u003Cul>\u003Cli>Challenge 1: This is impossible with a standard table widget, as it only allows creating custom formulas from the same channel sources. \u003C/li>\u003Cli>Challenge 2: This is not possible with a multi-source breakdown table widget either, as it wouldn’t be able to visualize such a metric as a single column. \u003C/li>\u003Cli>Challenge 3: The current custom formulas are not reusable. If we make an error in the formula, we’d have to find every instance of such a formula and edit it manually. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>How data blending helps\u003C/strong>:\u003C/p>\u003Cp>Data blending allows us to create a single data set that contains metrics from multiple sources. We can use those metrics and create a custom-calculated metric that is specific to that blended source. We could then use that metric everywhere where we use that blended source. \u003C/p>\u003Cp>Steps we need to take:\u003C/p>\u003Cp>\u003Cstrong>1. Create a custom metric\u003C/strong>\u003C/p>\u003Cp>Since we already have a blended source created, we need to create a transformed metric for that blend. From the Organize environment click on \u003Cstrong>Create new \u003C/strong>>\u003Cstrong> Metric\u003C/strong>. \u003C/p>\u003Cp>Create a name for your new metric and select the \u003Cstrong>Rule type \u003C/strong>>\u003Cstrong> Formula\u003C/strong>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Rule_type_e31f447dcb.png\" alt=\"Select the rule type\">\u003C/p>\u003Cp>\u003Cstrong>2. Select the transformation level\u003C/strong>\u003C/p>\u003Cp>The transformational level determines whether the metric data is taken from a specific blended source or a different source selected in the report. Select \u003Cstrong>Blended source\u003C/strong>. \u003C/p>\u003Cp>\u003Cstrong>3. Create the formula \u003C/strong>\u003C/p>\u003Cp>First, we need to select a blended source for which we want to create a metric. Then, select the metric we want to use in the calculation — these are the same metrics we used to create our blended source. \u003C/p>\u003Cp>Once we’ve selected the metrics to use in the calculation, we can see which source each metric belongs to. \u003C/p>\u003Cp>Now the only thing that remains is to type in the formula using letter labels assigned to each metric, in our case (A+B) / (C+D):\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Formula_3685432c9c.png\" alt=\"Data blending formula\">\u003C/p>\u003Cp>After completing these steps we have a metric that is calculated from multiple sources. If you want to make any changes to it, those changes will affect all the widgets where you use it. \u003C/p>\u003Cp>In reports, you can use the metric in any widget where you have added your blended source. \u003C/p>\u003Cp>Open the metric selection list and go to the \u003Cstrong>Custom tab\u003C/strong>. \u003C/p>\u003Cp>At the top of the list, we can see calculated metrics we created specifically for this blended source. The CPL metric is one of them.\u003C/p>\u003Cp>After selecting all the needed metrics we can add them to the table. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/View_formula_7e1d38ec81.png\" alt=\"View formula in the report builder\">\u003C/p>\u003Cp>From here, we can also see what formula and metrics we used inside the calculation.\u003C/p>\u003Cp>Using these two workflows, you can easily cover a range of data blending use cases in in-house or agency marketing scenarios.\u003C/p>\u003Cp>Let’s mention a few of them.\u003C/p>\u003Ch3>\u003Cstrong>Scenario 1: Present how many times your ads were shown across all channels.\u003C/strong>\u003C/h3>\u003Cp>\u003Cstrong>Goal\u003C/strong>: Show total impressions and reach your ads received on Facebook, Instagram, and Google. \u003C/p>\u003Cp>Using Whatagraph’s intuitive \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-transformation\">marketing data transformation\u003C/a> function, we can easily get the totals:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>From the Organize environment click on \u003Cstrong>Create new\u003C/strong> > \u003Cstrong>Blended source\u003C/strong>.\u003C/li>\u003Cli>Add your Facebook, Instagram, and Google sources. \u003C/li>\u003Cli>Select \u003Ci>\u003Cstrong>Year, month\u003C/strong>\u003C/i> as the dimension and \u003Ci>\u003Cstrong>Impressions\u003C/strong>\u003C/i> and \u003Ci>\u003Cstrong>Reach\u003C/strong>\u003C/i> as metrics for all sources. \u003C/li>\u003Cli>Select the full outer join and pick the common dimension for all sources.\u003C/li>\u003Cli>Name your blend and click \u003Cstrong>Create a blend\u003C/strong> to blend your data.   \u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Single_value_widget_baebe82346.png\" alt=\"Single value widget\">\u003C/p>\u003Cp>You’ve created a blended source that you can use in single-value widgets or tables to show the total impressions and reach of your ads on three different marketing channels. \u003C/p>\u003Ch3>\u003Cstrong>Scenario 2: Present how much marketing budget was spent on all your campaigns combined\u003C/strong>\u003C/h3>\u003Cp>\u003Cstrong>Goal: \u003C/strong>Show the total marketing budget spend on Google Ads and Facebook Ads combined\u003C/p>\u003Cp>Again, we start from the Organize environment:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Click \u003Cstrong>Create new > Blended source\u003C/strong>.\u003C/li>\u003Cli>Add your Facebook Ads and Google ads as sources.\u003C/li>\u003Cli>Select \u003Ci>\u003Cstrong>Year, month\u003C/strong>\u003C/i> as the dimension, and \u003Ci>\u003Cstrong>Amount spent\u003C/strong> \u003C/i>from Facebook Ads\u003Ci> \u003C/i>and\u003Ci> \u003Cstrong>Cost\u003C/strong> \u003C/i>from Google Ads as metrics. \u003C/li>\u003Cli>Select the full outer join and pick the selected dimension for all sources\u003C/li>\u003Cli>Name your blend and click \u003Cstrong>Create a blend\u003C/strong>.   \u003C/li>\u003Cli>Create a rule that would unify the names of these two metrics into one. \u003C/li>\u003Cli>From the Organize environment click \u003Cstrong>Create new > Metric\u003C/strong>.\u003C/li>\u003Cli>Give the metrics a name — \u003Cstrong>Ad spend\u003C/strong>. \u003C/li>\u003Cli>Choose the \u003Cstrong>Rule type \u003C/strong>>\u003Cstrong> Unify names\u003C/strong> and the \u003Cstrong>Rule level \u003C/strong>>\u003Cstrong> Channel level\u003C/strong>.\u003C/li>\u003Cli>In Selected channels & fields, choose \u003Cstrong>Facebook Ads \u003C/strong>>\u003Cstrong> Amount spent\u003C/strong>, \u003Cstrong>Google Ads \u003C/strong>>\u003Cstrong> Cost\u003C/strong>. \u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Unify_metrics_f2f1e3cfea.png\" alt=\"Create new metrics for blended source\">\u003C/p>\u003Cp>You have created a new metric that you can use in reports in widgets with Facebook Ads and Google Ads blended source to show your total spend. \u003C/p>\u003Ch2>Benefits of data blending\u003C/h2>\u003Cp>Data blending has many advantages over other types of operations to combine data, e.g. data integration. It shouldn’t be a surprise then that \u003Ci>an easy way to blend data\u003C/i> has become one of the key requirements for agencies when \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-platform\">choosing a marketing data platform\u003C/a>. \u003C/p>\u003Cp>\u003Cstrong>Granular view of the customer journey\u003C/strong>\u003C/p>\u003Cp>Data blending processes allow marketers to connect the dots between different marketing channels and customer behavior. By blending data from various sources, including Google Analytics, social media, and \u003Ca href=\"https://www.creatio.com/glossary/crm-marketing\" target=\"_blank\" rel=\"noopener noreferrer\">CRM marketing systems\u003C/a>, you can gain a holistic view of customer interactions. This knowledge helps you create personalized marketing strategies that resonate with your target audience.  \u003C/p>\u003Cp>\u003Cstrong>Improved campaign performance\u003C/strong>\u003C/p>\u003Cp>By identifying trends and patterns in data, you can optimize your or your client’s campaigns to reach the right audience at the right time, with the right message. Such a holistic approach to marketing strategy reduces marketing waste and increases ROI.\u003C/p>\u003Cp>\u003Cstrong>Identify new market segments\u003C/strong>\u003C/p>\u003Cp>Finally, blended data allows you to identify and explore new market segments. By analyzing demographics, psychographic, and behavioral data blends, you can discover hidden customer segments and approach them accordingly. \u003C/p>\u003Cp>All in all, cross-platform data blending provides you with means to drive more effective and efficient marketing strategies. A unified view of data is a source of insights that lead to better decision-making and, consequently, improved business performance.  \u003C/p>\u003Ch2>Challenges in data blending\u003C/h2>\u003Cp>Although data blending is a popular and powerful marketing data analytics practice, there are few challenges in data blending that you should keep in mind while looking for an ideal solution.\u003C/p>\u003Cp>\u003Cstrong>Depth of insight\u003C/strong>\u003C/p>\u003Cp>Once the number of different data sources begins to increase, data blending has shown to become glitchy. This is also the case if you have a large amount of data within a single source, such as thousands of new users in a month. \u003C/p>\u003Cp>When that starts to happen, it might indicate that your data blending use case is more suited to data integration. You should also ask yourself, whether your blended data analysis has become too complex, and whether it justifies the additional time and money to make it more advanced. \u003C/p>\u003Cp>\u003Cstrong>Control\u003C/strong>\u003C/p>\u003Cp>Depending on \u003Ca href=\"https://whatagraph.com/blog/articles/data-transformation-tools\">the data transformation tool you use\u003C/a>, you may not control all your data sources. Data from Google or Meta might be accurate, however, any inconsistencies from an outside data source may creep into your blend and need special attention. Also, if a source doesn’t easily aggregate key data you want to blend, you’ll need to solve that before creating the blend. \u003C/p>\u003Cp>When blending data sources in Looker Studio, for example, these inaccuracies are hard to notice. They usually result from how Looker Studio creates tables for your blend — querying data for each table before joining them into the final blend. Any data ranges, filters, or calculated fields on your tables before the join can affect the accuracy of your blend. \u003C/p>\u003Cp>\u003Cstrong>Processing blended sets\u003C/strong>\u003C/p>\u003Cp>Data blending allows you to analyze cross-platform data, however, exporting the new data set to a business intelligence tool such as Microsoft Power BI is more complicated. You may need to use additional, specialized software or employ a data analyst. But at that point, you’re moving away from the agency-minded usage of data blending. In Whatagraph, you can \u003Ca href=\"https://whatagraph.com/data-export\">export any table or other widget\u003C/a> with a blended data source in a spreadsheet format, as Excel or CSV files. \u003C/p>\u003Ch2>FAQs\u003C/h2>\u003Cp>\u003Cstrong>Why is data blending important for data analysis and reporting?\u003C/strong>\u003C/p>\u003Cp>Data blending allows data analysts to include any data type or any source into their analysis for faster, deeper, business insights. Combining data from two or more sources can reveal valuable information that might otherwise remain hidden even when data is visualized in reports. When used in reports, blended data often provides a new perspective that might lead to better business decisions. \u003C/p>\u003Cp>\u003Cstrong>What is the difference between data blending and data joining?\u003C/strong>\u003C/p>\u003Cp>Data blending allows you to combine data from multiple sources. Data joining, however, only lets you combine data from two sources, e.g. two SQL databases, and is restricted by the size of the dataset. Blending is better than joining if you want to determine if data needs to be cleansed or adjusted — for example, having null values and errors that need to be fixed.\u003C/p>\u003Cp>\u003Cstrong>What is better: data blending vs data integration?\u003C/strong>\u003C/p>\u003Cp>Data blending is a more versatile solution that doesn’t require creating a new data set when original data sources change. If there’s a change in any of the original sources, your data visualization solution will pick up the change and update the blended source automatically.\u003C/p>\u003Cp>On the other hand, \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">data integration\u003C/a> is an operation that physically combines multiple data into a single database or file. This can be done through data pipeline processes, such as ETL, which extracts data from multiple sources, transforms it into a common format, and loads it into a data warehouse. Data integration, it’s a much slower and process-intensive technique used for larger, more complex data combinations and is usually performed by a data scientist. \u003C/p>\u003Cp>\u003Cstrong>What considerations should be made when blending structured and unstructured data?\u003C/strong>\u003C/p>\u003Cp>When blending structured and unstructured data, the first consideration is to prioritize data from apps that directly impact your revenue, such as CRMs. \u003C/p>\u003Cp>The master data from these systems helps you orient key structured data and lays the framework for blending unstructured data through metadata.  \u003C/p>\u003Cp>Another consideration is to make sure that your unstructured data which comes in the form of documents, photos, videos, etc. has specific native metadata that allows you to link unstructured to structured data. \u003C/p>\u003Ch2>Streamline your data blending process with Whatagraph\u003C/h2>\u003Cp>Fast-moving agencies require accuracy and speed in both data organization and reporting. This is why data blending in Whatagraph is handled within the same environment where you visualize your data. \u003C/p>\u003Cp>No going back and forth between tools or modules. \u003C/p>\u003Cp>Blend any data source you have and create custom metrics for it to get the most out of your data and make right decisions fast. \u003C/p>\u003Cp>Sign up for a \u003Ca href=\"https://live.whatagraph.com/auth/register\">free trial\u003C/a> and start blending your data with minimal effort and zero room for error. \u003C/p>","2024-03-25T18:25:09.860Z","2025-05-16T13:09:18.326Z","2024-03-25T18:46:19.607Z","2024-03-25",{"id":891,"title":892,"slug":893,"summary":894,"body":895,"read_time":21,"createdAt":896,"updatedAt":897,"publishedAt":898,"errors":31,"table_of_contents":32,"dateReorder":899},2309,"Agency Client Retention: Common Mistakes & Expert Tips","agency-client-retention","\u003Cp>For marketing agencies, success depends not only on acquiring new business but also on retaining existing clients. Client retention, however, poses its own challenges, from managing expectations to delivering exceptional results month after month. To better understand the complex topic of agency client retention, we've collected insights from experts across the industry who have firsthand experience in the nuances of agency-client relationships.\u003C/p>","\u003Cp>In this comprehensive guide, we'll delve into the common mistakes that can undermine marketing agency client retention efforts and uncover expert tips to overcome these challenges. From communication breakdowns to strategic misalignments, we'll explore the factors that can erode client trust and satisfaction, as well as practical strategies to strengthen agency-client relationships and drive long-term success.\u003C/p>\u003Ch2>The importance of client retention\u003C/h2>\u003Cp>Apart from more obvious reasons such as \u003Cstrong>profitability and cost-efficiency\u003C/strong> — retaining existing clients often costs less than acquiring new ones — there are a couple of good reasons why marketing agencies should strive to improve client retention. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Revenue stability\u003C/strong>: Retaining existing clients ensures a stable revenue stream for the agency. By maintaining long-term relationships with clients, agencies can reduce reliance on new business acquisitions and fluctuations in revenue associated with client turnover.\u003C/li>\u003Cli>\u003Cstrong>Predictable workload\u003C/strong>: Retaining clients provides a more predictable workload for the agency's team, allowing for better resource planning, staffing decisions, and project management. This stability can improve productivity, efficiency, and overall client satisfaction.\u003C/li>\u003Cli>\u003Cstrong>Opportunities for growth\u003C/strong>: Long-term client relationships offer opportunities for upselling, cross-selling, and expanding the scope of services provided. Agencies can capitalize on these opportunities by demonstrating value and building trust over time to drive incremental revenue and business growth.\u003C/li>\u003C/ul>\u003Cp>In a recent webinar on Marketing Agency Client Retention, we talked to Cheyenne Skye, Digital Marketing Analyst at \u003Ca href=\"https://www.noisenewmedia.com/\">Noise New Media\u003C/a>. From her own words, \u003C/p>\u003Cp>“\u003Ci>Setting expectations, building rapport with the clients, and letting them know what to expect throughout the time working together has really improved our overall retention and the trust clients have in us. Always being fully transparent, communicating about every little piece of the process.” \u003C/i>\u003C/p>\u003Cp>we conclude that client retention begins from the moment you sign on a new client. \u003C/p>\u003Cp>Find more expert insights from Cheyenne and two other experienced marketing agency executives in our webinar recording: Jade Arenstein, Vice President of Data, Technology and Media Solutions at \u003Ca href=\"https://www.adaptiveco.io/\">Adaptive & Co\u003C/a> and Drew Cove, Senior SEO Manager at \u003Ca href=\"https://www.digitalparc.com/\">DigitalParc\u003C/a>:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=p40M-pe_p9g\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/p40M-pe_p9g\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>What are the common mistakes that lead to poor client retention?\u003C/h2>\u003Cp>Before we offer actionable tips on how to improve client retention, let’s identify the most common mistakes that lead to negative client experience and churn. \u003C/p>\u003Ch3>Failure to demonstrate value\u003C/h3>\u003Cp>\u003Ci>The key is to balance delivering realistic results, but also taking the time to ‘wow’ clients every once in a while to show the agency knows exactly what they’re doing, and why clients should stick with their services over others.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Gareth Bull - Founder of \u003C/strong>\u003Ca href=\"https://bulldogdigitalmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Bulldog Digital Media\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Not effectively demonstrating the value of their services and the impact on clients' business outcomes can make agencies seem expendable. This situation can breed several long-impacting issues:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Clients may question ROI\u003C/strong>: Clients invest in marketing services with the expectation of receiving a return on their investment (ROI). If the agency fails to demonstrate tangible results or communicate the impact of its efforts on the client's business objectives, the client may perceive their investment as wasted or not delivering sufficient value. \u003C/li>\u003Cli>\u003Cstrong>Become reluctant to invest more\u003C/strong>: Clients may start questioning the value of continuing to invest in the agency's services if they do not see clear evidence of the benefits and impact on their business. Without tangible results or evidence of effectiveness, clients may become hesitant to allocate budget to ongoing marketing efforts.\u003C/li>\u003Cli>\u003Cstrong>May start exploring alternatives\u003C/strong>: If a client feels that their current agency is not delivering value or meeting their expectations, they may explore alternative options and consider switching to a different agency that offers a better value proposition and ROI.\u003C/li>\u003Cli>\u003Cstrong>Lose interest in additional services\u003C/strong>: If clients are not convinced of the value provided by the agency's core services, they are less likely to invest in additional services or expand the scope of work. This limits the agency's ability to grow revenue and maximize client lifetime value.\u003C/li>\u003C/ul>\u003Ch3>Prioritizing short term-targets\u003C/h3>\u003Cp>\u003Ci>A client who stays for the long term is bought into everything you do, not just the ads. At Megaphone we take the time to understand our clients' priorities and long term goals so that we can lead their strategy as marketing experts and strategic business partners. \u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Sarah Tikfesis - CEO & Head of Operations @ \u003C/strong>\u003Ca href=\"https://megaphone.com.au/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Megaphone\u003C/strong>\u003C/a> \u003C/p>\u003Cp>Prioritizing short-term targets over long-term growth can have detrimental effects on client retention in a marketing agency and, with time lead to:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Lack of strategic planning\u003C/strong>: Concentrating on quick wins and immediate results at the expense of long-term strategic planning can lead to a lack of alignment between agency activities and client objectives, resulting in ad-hoc tactics that fail to deliver sustainable value or drive meaningful outcomes for clients.\u003C/li>\u003Cli>\u003Cstrong>Inconsistent performance\u003C/strong>: Short-term thinking can lead to inconsistent performance as agencies chase after short-term gains without considering the broader implications for client relationships.  \u003C/li>\u003Cli>\u003Cstrong>Missed opportunities for value creation\u003C/strong>: By focusing solely on immediate needs and quick wins, agencies may fail to invest in strategic initiatives or creative solutions that could set them apart from competitors and add long-term value to client engagements.\u003C/li>\u003C/ul>\u003Ch3>Poor communication\u003C/h3>\u003Cp>\u003Ci>Having poor SOPs and communication can often lead to missing deadlines or not responding to clients in a timely manner which isn’t good for a long successful relationship with clients.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Matt Pyke - Founder @ \u003C/strong>\u003Ca href=\"https://www.flyhighmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Fly High Media\u003C/strong>\u003C/a>\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>Failing to maintain open and transparent communication with clients can lead to misunderstandings, missed expectations, and dissatisfaction. In more concrete terms:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Clients might have unrealistic expectations\u003C/strong>: When there is a lack of communication, clients may have unrealistic expectations about the scope of work, timelines, deliverables, and results. Misaligned expectations can lead to disappointment, frustration, and dissatisfaction, ultimately impacting client retention.\u003C/li>\u003Cli>\u003Cstrong>Deadlines and deliverables missed:\u003C/strong> Clients rely on timely delivery of marketing campaigns, reports, and other assets to support their business objectives. When deadlines are missed or deliverables are delayed due to poor communication, it can erode trust and confidence in the agency's ability to deliver results, leading to dissatisfaction and potential attrition.\u003C/li>\u003Cli>\u003Cstrong>Lack of strategic collaboration\u003C/strong>: When there is a lack of communication, it's difficult to engage clients in strategic discussions, brainstorming sessions, and planning meetings. This can result in missed opportunities for innovation, creativity, and strategic alignment, hindering the agency's ability to add value and drive business growth for the client.\u003C/li>\u003C/ul>\u003Ch3>Overpromising and underdelivering\u003C/h3>\u003Cp>\u003Ci>The first mistake I see marketing agencies usually make is overpromising and underdelivering, it has to be the opposite, or else you lose the trust of your client. Setting the right expectations from the start is vital to client retention! \u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Dylan Hey - CEO @ \u003C/strong>\u003Ca href=\"https://www.heydigital.co/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Hey Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Making unrealistic promises or guarantees about results can set unrealistic expectations and lead to disappointment if those expectations are not met. The problems that can arise from this situation include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Loss of trust in agency’s competence\u003C/strong>: Clients rely on their agency partners to provide accurate assessments of what can be achieved within the scope of work and timeline. When an agency overpromises and fails to deliver on its commitments, it undermines the trust and credibility that clients have in the agency's capabilities.\u003C/li>\u003Cli>\u003Cstrong>Unrealistic expectations\u003C/strong>: Overpromising can set unrealistic expectations for clients, leading them to expect results or outcomes that are not feasible or achievable within the constraints of the project or campaign. When the agency fails to deliver on these unrealistic expectations, it can lead to disillusionment and a sense of betrayal on the part of the client.\u003C/li>\u003C/ul>\u003Ch3>Lack of strategic alignment\u003C/h3>\u003Cp>\u003Ci>Identify what really drives their business and be a strategic partner in making those dreams a reality. Build trust by managing their marketing effectively, so they can focus on what they love—running their business and creating amazing products.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Josh Gazelka - Director of Account Management @ \u003C/strong>\u003Ca href=\"https://thriveagency.com/\">\u003Cstrong>Thrive\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Failing to align marketing strategies and tactics with clients' business goals and objectives can lead to ineffective campaigns and wasted resources. The resulting issues may develop as:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Disconnection from the client objectives\u003C/strong>: When there is a lack of alignment, clients may feel that the agency is not fully invested in helping them achieve their business objectives. This disconnect can lead to frustration, dissatisfaction, and ultimately, a breakdown in the client-agency relationship.\u003C/li>\u003Cli>\u003Cstrong>Ineffective campaigns and tactics\u003C/strong>: Without strategic alignment, agencies may develop marketing campaigns and tactics that are not well-aligned with the client's target audience, brand identity, or business goals. This can result in ineffective campaigns that fail to resonate with the target audience or drive meaningful results for the client.\u003C/li>\u003C/ul>\u003Ch3>Not being proactive and innovative\u003C/h3>\u003Cp>\u003Ci>The biggest mistake in our industry is made by agencies that forget their role as proactive contributors. Agencies that strictly follow the client's brief will ultimately disappoint, unlike those that push boundaries and offer ideas beyond the initial scope.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Pierre-Baptiste Borges - Head of Business Development @ \u003C/strong>\u003Ca href=\"https://www.odace.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Odace\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Failing to adapt to changing market conditions, trends, or client needs can make agencies seem outdated or irrelevant. As a result, agencies risk:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Missing on opportunities to offer innovative solutions\u003C/strong>: Adaptability and innovation enable agencies to identify and capitalize on emerging trends, new technologies, and untapped markets that could drive business growth for their clients.\u003C/li>\u003Cli>\u003Cstrong>Failure to meet evolving client needs\u003C/strong>: Agencies that fail to adapt to these changes risk falling out of step with their clients and failing to meet their evolving needs. Clients expect their agency partners to be flexible, responsive, and adaptable to changing circumstances, and failure to do so can lead to dissatisfaction and attrition. \u003C/li>\u003Cli>\u003Cstrong>Weak differentiation and value proposition\u003C/strong>: A lack of adaptability and innovation can make agencies seem indistinguishable from competitors, leading to commoditization and price competition. Clients may perceive little differentiation between agencies and be more inclined to switch to competitors who offer more innovative and differentiated solutions.\u003C/li>\u003C/ul>\u003Ch3>Poor client onboarding\u003C/h3>\u003Cp>\u003Ci>First thing is not setting the expectations with a client and poor overall onboarding process. Many agencies bring the best people during the pitch and then assign other people to the project which often leads to frustration on the client side. \u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Vedran Karaman - Founder @ \u003C/strong>\u003Ca href=\"https://www.karaman.digital/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>KARAMAN Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Inadequate onboarding processes can lead to confusion, misunderstandings, and dissatisfaction early in the client relationship. The risks that stem from this situation include: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Misaligned expectations\u003C/strong>: Effective client onboarding sets the stage for a successful partnership by establishing clear expectations, goals, and deliverables. When client onboarding is poor, clients may have unrealistic expectations about the scope of work, timeline, and outcomes.\u003C/li>\u003Cli>\u003Cstrong>Lack of clarity and direction\u003C/strong>: Client onboarding provides an opportunity for the agency to communicate its processes, workflows, and project management procedures to the client. When onboarding is poor, clients may feel confused or uncertain about the agency's approach, leading to a lack of clarity and direction in the partnership.\u003C/li>\u003Cli>\u003Cstrong>Underutilization of agency services\u003C/strong>: When onboarding is weak, clients may not fully understand or appreciate the value of the agency's services, leading to underutilization of resources and missed opportunities for growth.  \u003C/li>\u003C/ul>\u003Ch3>Not building strong relationships\u003C/h3>\u003Cp>\u003Ci>Provide value beyond contracts - offer insights, additional services and expertise that goes beyond contract. Don't just be a service provider but build a personal relation with clients. Understand their industry and business culture and be integrated with their in-house team\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Vedran Karaman - Founder @ \u003C/strong>\u003Ca href=\"https://www.karaman.digital/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>KARAMAN Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Neglecting to build strong, personal relationships with clients can make agencies seem transactional and disposable. Building rapport, trust, and mutual respect with clients can foster long-term partnerships and increase client loyalty and retention. Otherwise, agencies may experience:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Limited client loyalty\u003C/strong>: When agencies fail to prioritize building strong client relationships, clients may feel less invested in the partnership and more inclined to explore other options. This lack of trust and confidence can lead to dissatisfaction as clients seek out partners they feel they can rely on and trust to deliver results.\u003C/li>\u003Cli>\u003Cstrong>Difficulty resolving issues:\u003C/strong> Strong client relationships provide a foundation for effective communication and collaboration, making it easier to resolve issues and address client concerns. When agencies fail to build strong client relationships, communication breakdowns and misunderstandings may arise, making it more difficult to resolve issues and meet client needs effectively.\u003C/li>\u003Cli>\u003Cstrong>Missed opportunities for upselling & cross-selling\u003C/strong>: When agencies fail to build strong client relationships, they may miss out on opportunities to expand the scope of work and increase revenue from existing clients. This can result in stagnation and missed growth opportunities for the agency, ultimately impacting its long-term success and viability.\u003C/li>\u003C/ul>\u003Ch2>8 Expert tips for improving client retention\u003C/h2>\u003Cp>Let’s now explore proven techniques to improve client retention by expanding on expert quotes provided by experts from marketing agencies like yours. \u003C/p>\u003Ch3>1. Proactively demonstrate value\u003C/h3>\u003Cp>\u003Ci>Reporting. Clearly and transparently display the results from your campaigns, in addition, ensure that you include the work undertaken with commentary, and future work to be done. A bonus is to include any industry updates in reports to explain how things may impact them and how you are navigating them, such as new Google algorithm updates.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Matt Pyke - Founder @ \u003C/strong>\u003Ca href=\"https://www.flyhighmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Fly High Media\u003C/strong>\u003C/a>\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>To improve client retention, agencies must prioritize value demonstration by measuring and communicating the impact of their services on clients' business objectives, showcasing ROI, and consistently delivering results that exceed client expectations.\u003C/p>\u003Cul>\u003Cli>Highlight key accomplishments, successes, and milestones achieved.\u003C/li>\u003Cli>Providing regular reports and performance metrics that showcase the impact of the agency's efforts on client goals and objectives can help reinforce the value of the partnership. Use time-saving \u003Ca href=\"https://whatagraph.com/marketing-reporting-software\">marketing reporting software\u003C/a> that automates most of the process. \u003C/li>\u003Cli>Always seek opportunities to go above and beyond client expectations by offering strategic insights, recommendations, and innovative solutions that drive tangible results.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Hey_quote_4208454ecf.png\" alt=\"Dylan Hey from Hey Digital on reporting\">\u003C/p>\u003Ch3>2. Establish clear communication channels \u003C/h3>\u003Cp>\u003Ci>A lot of agencies tend to forget that communication is key in the collaboration between agency and client. Being pro-active, being honest and being good in communication are really important besides the results that are being accomplished.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Lars Maat - Owner @ \u003C/strong>\u003Ca href=\"https://www.maatwerkonline.nl/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Maatwerk\u003C/strong>\u003C/a>\u003C/p>\u003Cp>To improve client retention, marketing agencies must prioritize clear, transparent, and proactive communication with clients, ensuring alignment of expectations, timely delivery of work, responsiveness to client concerns, and strategic collaboration.\u003C/p>\u003Cul>\u003Cli>Establishing clear communication channels is the first step in fostering transparency, trust, and collaboration between the agency and its clients.\u003C/li>\u003Cli>Ensure that clients have access to multiple communication channels, including email, phone, and project management platforms, to address concerns, provide updates, and ask questions.\u003C/li>\u003Cli>Regularly scheduled check-ins and status updates can help keep clients informed and engaged throughout the duration of the project or campaign.\u003C/li>\u003C/ul>\u003Ch3>3. Set realistic expectations\u003C/h3>\u003Cp>\u003Ci>To meet client expectations, agencies must ensure mutual understanding of what success would look like to the client. This can be done by setting clear, realistic goals and communicating effectively.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Dylan Hey - CEO @ \u003C/strong>\u003Ca href=\"https://www.heydigital.co/\">\u003Cstrong>Hey Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Overpromising and underdelivering can have serious consequences for client retention, agency reputation, and business success. To mitigate these risks, marketing agencies must set realistic expectations, accurately assess capabilities and resources, communicate transparently with clients, and consistently deliver on their promises to build trust, credibility, and long-term client relationships.\u003C/p>\u003Cul>\u003Cli>Always be transparent about what can realistically be achieved within the scope of work, timeline, and budget, and avoid overpromising results that cannot be delivered.\u003C/li>\u003Cli>Clear communication and ongoing dialogue with clients about project progress, challenges, and adjustments to the plan can help manage expectations and minimize surprises.\u003C/li>\u003C/ul>\u003Ch3>4. Deliver consistent performance and results\u003C/h3>\u003Cp>\u003Ci>Constantly work hard for a client even when it's the 'same old same old' - the client usually still has a good business. An agency gets paid to deliver great results constantly.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>John Ring - Managing Director @ \u003C/strong>\u003Ca href=\"https://www.tinderpoint.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Tinderpoint\u003C/strong>\u003C/a>\u003C/p>\u003Cul>\u003Cli>Strive for excellence in every aspect of their work, from strategy development and creative execution to campaign performance and results analysis.\u003C/li>\u003Cli>Regularly monitor and optimize campaign performance. Identifying areas for improvement, and adapting strategies as needed can help ensure consistent delivery of results that meet or exceed client expectations. \u003C/li>\u003Cli>Using \u003Ca href=\"https://live.whatagraph.com/shared-template/moDv4xw658Zd1K9B5qE2MpNPOyJjLzYW\">flexible marketing dashboards\u003C/a> allows you to stay on top of your client’s marketing data and quickly identify the areas for improvement.\u003C/li>\u003C/ul>\u003Ch3>5. Provide strategic guidance aligned with client objectives\u003C/h3>\u003Cp>\u003Ci>Strategy - fully understand the client's business, objectives, and KPIs. Strong focus on consultation and strategy before you start marketing anything.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Brian Maher - Director @ \u003C/strong>\u003Ca href=\"https://www.adaptiveco.io/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Adaptive\u003C/strong>\u003C/a> \u003C/p>\u003Cul>\u003Cli>Take a consultative approach to client relationships, seeking to understand their business goals, target audience, and competitive landscape.\u003C/li>\u003Cli>Regularly review and reassess client strategies and tactics to ensure alignment with evolving market conditions, industry trends, and client needs.\u003C/li>\u003Cli>Position the agency as a trusted advisor and strategic partner to clients, offering valuable insights, industry expertise, and actionable recommendations.\u003C/li>\u003Cli>Conduct regular strategy sessions with clients to explore new opportunities, address challenges, and develop innovative solutions to drive business growth.\u003C/li>\u003C/ul>\u003Ch3>6. Embrace adaptability and innovation\u003C/h3>\u003Cp>\u003Ci>Educate clients on the latest innovations and changes happening in the industry, demonstrate what your agency is doing to navigate and guide clients through these challenges \u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Brian Maher - Director @ \u003C/strong>\u003Ca href=\"https://www.adaptiveco.io/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Adaptive\u003C/strong>\u003C/a>\u003C/p>\u003Cul>\u003Cli>Agencies should continuously monitor industry trends, technological advancements, and emerging best practices to identify opportunities for innovation and differentiation.\u003C/li>\u003Cli>Experimenting with new strategies, tactics, and technologies, and being willing to take calculated risks can help agencies stand out from competitors and deliver innovative solutions that meet evolving client needs.\u003C/li>\u003C/ul>\u003Ch3>7. Develop an effective client onboarding process\u003C/h3>\u003Cp>\u003Ci>We tend to start the client-relationship with a couple of sessions in which we try to determine the goals of the client. We try to break them down in realistic and ambitious targets with a roadmap. Within our Whatagraph dashboard, those targets are the first thing that pops up. So both us as the client are constantly being reminded on what we are trying to achieve together and how we are doing on that.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Lars Maat - Owner @ \u003C/strong>\u003Ca href=\"https://www.maatwerkonline.nl/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Maatwerk\u003C/strong>\u003C/a>\u003C/p>\u003Cul>\u003Cli>Agencies should have structured onboarding processes in place that include clearly defined roles and responsibilities, project timelines, and communication protocols.\u003C/li>\u003Cli>Providing comprehensive onboarding materials, orientation sessions, and regular check-ins with key stakeholders can help ensure that clients feel supported and informed from the outset of the relationship.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Karaman_quote_1eb8e69aae.png\" alt=\"Vedran Karaman from Karaman Digital on onboarding\">\u003C/p>\u003Ch3>8. Prioritize relationship building\u003C/h3>\u003Cp>\u003Ci>It is essential to understand the 'Why.' Why does the client engage us? What is their goal? Why can’t they do it themselves? Etc. A deep understanding of the foundation of the relationship is necessary for it to be healthy and achieve both explicit and implicit objectives.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Pierre-Baptiste Borges - Head of Business Development @ \u003C/strong>\u003Ca href=\"https://www.odace.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Odace\u003C/strong>\u003C/a>\u003C/p>\u003Cul>\u003Cli>Agencies should invest time and effort in getting to know their clients on a personal level, understanding their business goals, challenges, and preferences.\u003C/li>\u003Cli>Building strong relationships with clients involves proactive engagement, active listening, empathy, and a genuine commitment to their success. \u003C/li>\u003Cli>Regularly checking in with clients, celebrating successes together, and showing appreciation for their business can help strengthen the bond between the agency and its clients.\u003C/li>\u003C/ul>\u003Ch2>Conclusion\u003C/h2>\u003Cp>In this comprehensive guide, we’ve explored the common mistakes that can undermine agency client retention efforts and uncovered expert client retention tips to overcome these challenges. \u003C/p>\u003Cp>From providing exceptional service and delivering tangible results to communicating them clearly, each tip offers valuable insights and guidance for marketing agencies looking to drive sustainable growth. \u003C/p>\u003Cp>Implemented in your agency setting, each tip can become an acorn that propagates more client retention ideas closely related to your agency’s internal processes. \u003C/p>\u003Cp>Find more client retention strategies, expert guides, and resources on our \u003Ca href=\"https://whatagraph.com/agency-hub\">Agency Hub page\u003C/a>. \u003C/p>","2024-05-22T07:07:59.346Z","2024-07-29T14:08:13.515Z","2024-05-22T08:12:05.573Z","2024-05-22",{"id":901,"title":902,"slug":903,"summary":904,"body":905,"read_time":50,"createdAt":906,"updatedAt":907,"publishedAt":908,"errors":31,"table_of_contents":32,"dateReorder":909},2311,"How to Exceed Client Expectations as Marketing Agency","exceeding-client-expectations","\u003Cp>As agencies strive to differentiate themselves and deliver exceptional value, exceeding client expectations becomes not a goal but a necessity. From understanding client needs and preferences to delivering innovative solutions and measurable results, exceeding client expectations has several layers that need attending to.\u003C/p>","\u003Cp>In this comprehensive guide, we'll explore the strategies, tactics, and best practices that marketing agencies can employ to surpass client expectations and drive long-term success. \u003C/p>\u003Cp>We also collected insights from industry experts who uncover their keys to building strong, lasting relationships with clients and delivering outstanding results that go above and beyond expectations.\u003C/p>\u003Ch2>Understand client expectations\u003C/h2>\u003Cp>Several factors can influence client expectations in the marketing agency-client relationship. These factors can vary based on each client's specific needs, preferences, and objectives, as well as the dynamics of the client-agency relationship. Some key factors that may influence client expectations include:\u003C/p>\u003Cp>\u003Cstrong>Industry knowledge and expertise\u003C/strong>: Clients often expect their marketing agency to have a deep understanding of their industry, including market trends, competitive landscape, and consumer behavior. They may expect the agency to leverage this knowledge to develop tailored strategies and campaigns that resonate with their target audience and drive results.\u003C/p>\u003Cp>\u003Cstrong>Consistent quality work and deliverables\u003C/strong>: Clients expect high-quality work and deliverables from their marketing agency, whether it's creative content, digital assets, or strategic recommendations. They may have specific standards and expectations regarding the aesthetic appeal, functionality, and effectiveness of the agency's output. \u003C/p>\u003Cp>\u003Cstrong>Innovation and creativity\u003C/strong>: Clients often look to their agency partners for fresh ideas, innovative solutions, and creative approaches to marketing challenges. They expect agencies to stay ahead of the curve, embrace new technologies and trends, and push the boundaries of creativity to stand out in a competitive marketplace. \u003C/p>\u003Cp>\u003Cstrong>Results and ROI:\u003C/strong> Ultimately, clients expect their marketing agency to deliver tangible results and a positive return on investment (ROI) for their marketing efforts. Whether it's increased brand awareness, lead generation, or revenue growth, clients want to see measurable outcomes that align with their business objectives. \u003C/p>\u003Cp>By understanding and addressing these factors that influence client expectations, marketing agencies can better meet their clients' needs and preferences, foster stronger relationships, and ultimately drive greater success and satisfaction in their client engagements.\u003C/p>\u003Ch2>Set the foundation for success \u003C/h2>\u003Cp>Setting a healthy base for success in agency-client relationships from the early stages is crucial for building trust, alignment, and collaboration. Here are some steps to establish a strong foundation for success:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Understand client needs and objectives\u003C/strong>: Take the time to thoroughly understand your client's business, industry, target audience, and marketing goals. Conduct comprehensive discovery sessions, interviews, and research to gain insights into their challenges, opportunities, and expectations. \u003C/li>\u003Cli>\u003Cstrong>Establish clear communication channels\u003C/strong>: Define how communication will be conducted, including preferred methods (e.g., email, phone, meetings), frequency of updates, and escalation procedures for urgent matters. Ensure that both parties have access to the necessary contact information and resources to facilitate effective communication.\u003C/li>\u003Cli>\u003Cstrong>Set expectations and define roles\u003C/strong>: Outline each party's roles, responsibilities, and expectations to minimize misunderstandings and prevent scope creep. Document these agreements in a formal contract or statement of work to provide clarity and accountability for both parties.\u003C/li>\u003Cli>\u003Cstrong>Develop a strategic plan\u003C/strong>: Collaborate with the client to develop a strategic plan that outlines the overarching marketing strategy, objectives, tactics, and KPIs. Align the plan with the client's business goals and target audience to ensure relevance and effectiveness. Incorporate feedback and insights from both parties to create a comprehensive roadmap for success.\u003C/li>\u003Cli>\u003Cstrong>Provide onboarding and orientation\u003C/strong>: Offer a structured onboarding process to introduce the client to your agency's team, processes, and services. Clarify expectations, address any questions or concerns, and ensure that clients feel supported and informed as they transition into the partnership.\u003C/li>\u003C/ul>\u003Cp>By taking these proactive steps to set the foundation for success in agency-client relationships from the early start, marketing agencies can build strong, lasting partnerships based on trust, alignment, and collaboration. This sets the stage for productive collaboration, effective communication, and ultimately, the achievement of shared goals and objectives.\u003C/p>\u003Ch2>Top strategies for exceeding client expectations\u003C/h2>\u003Cp>Let's delve into actionable tactics and best practices that agencies can implement to surpass client expectations and drive unparalleled success.\u003C/p>\u003Ch3>1. Proactively communicate \u003C/h3>\u003Cp>\u003Ci>Being proactive in suggesting optimizations and new strategies shows that the agency is committed to continuous improvement and delivering long-term value. We call that \"advisory value\" and we believe it is what separates us from other commoditized agencies.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Dylan Hey - CEO @ \u003C/strong>\u003Ca href=\"https://www.heydigital.co/\">\u003Cstrong>Hey Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cp>By building trust, effectively managing expectations, strengthening collaboration and engagement, addressing issues promptly, and providing value-added services, agencies can foster strong, lasting relationships with clients and drive unparalleled success.\u003C/p>\u003Cul>\u003Cli>Maintain open lines of communication and provide regular updates on project progress. Having an \u003Ca href=\"https://whatagraph.com/\">automated reporting solution\u003C/a> that keeps clients up to date with the current developments is a huge advantage. \u003C/li>\u003Cli>Proactively identify opportunities for improvement and innovation to add value to client projects. By sharing industry trends, best practices, and strategic recommendations, agencies can demonstrate their expertise and add value beyond the scope of the initial engagement. \u003C/li>\u003Cli>Anticipate potential issues or concerns and address them before they become problems. By identifying potential challenges early on and communicating openly with clients about possible solutions or mitigations, agencies can minimize disruptions and keep projects on track \u003C/li>\u003C/ul>\u003Ch3>2. Provide exceptional service\u003C/h3>\u003Cp>\u003Ci>I’ve heard a lot of stories from our clients who were at other agencies before, but where they’ve left because they were being consulted by junior people while they were being told they were getting consult from seniors. \u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Lars Maat - Owner @ \u003C/strong>\u003Ca href=\"https://www.maatwerkonline.nl/\">\u003Cstrong>Maatwerk\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Exceptional service goes beyond assigning clients to competent consultants. When clients receive prompt, attentive, and personalized service, they feel valued and reassured that their needs are being prioritized.\u003C/p>\u003Cul>\u003Cli>Deliver high-quality work that exceeds client standards and expectations. Agencies that consistently meet or exceed expectations in terms of deliverables, timelines, and performance metrics demonstrate their reliability and competence.\u003C/li>\u003Cli>Go above and beyond to address client needs and preferences. Whether it's offering strategic advice, sharing industry insights, or providing additional resources, agencies can demonstrate their commitment to client success and exceed expectations by providing value that goes above and beyond the initial engagement.\u003C/li>\u003C/ul>\u003Ch3>3. Deliver measurable results\u003C/h3>\u003Cp>\u003Ci>Agencies must learn to provide in-depth monthly reporting that clearly demonstrates performance metrics, revenue impact, and return on investment. Your client needs to be informed of all this and not just random metrics that would make sense only to a marketer.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Dylan Hey - CEO @ \u003C/strong>\u003Ca href=\"https://www.heydigital.co/\">\u003Cstrong>Hey Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Clients engage marketing agencies with the expectation of achieving specific outcomes, whether it's increased brand awareness, lead generation, or revenue growth. Exceeding these expectations by achieving or surpassing agreed-upon goals enhances client satisfaction and reinforces the agency's credibility.\u003C/p>\u003Cul>\u003Cli>Set realistic goals and benchmarks for success. When clients compare the performance of different agencies, they are more likely to choose the one that consistently delivers results and demonstrates a strong ROI. This competitive advantage enhances the agency's reputation and attracts new clients seeking similar success.\u003C/li>\u003Cli>Deliver measurable results that align with the client's objectives to demonstrate your agency’s value and effectiveness. \u003C/li>\u003Cli>Use data and analytics to measure performance and demonstrate tangible results to clients. When choosing the best way to demonstrate results to clients, you should consider a \u003Ca href=\"https://whatagraph.com/\">reporting platform\u003C/a> that makes insights easy to understand even for non-marketers and keeps them engaged with stunning visuals. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Hey_quote_8f4096a612.png\" alt=\"Dylan Hey from Hey Digital on reporting\">\u003C/p>\u003Ch3>4. Provide strategic guidance\u003C/h3>\u003Cp>\u003Ci>Adopting a solely campaign-level operating falls short, since the partner, in this case, takes on an executor role rather than fulfilling the client’s expectation for an agency to act as a consultant or strategist, too. Therefore, a profound understanding of client’s business and the ability to match campaign insights with a wider scope perspective is a skill for agencies to work on to improve their client retention.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Ieva Masaitytė - Client Director @ \u003C/strong>\u003Ca href=\"https://www.dentsu.com/\">\u003Cstrong>Dentsu\u003C/strong>\u003C/a>\u003C/p>\u003Cp>This kind of strategic foresight enables the agency to add value by positioning the client for long-term success and exceeding expectations with forward-looking solutions.\u003C/p>\u003Cul>\u003Cli>Offer strategic insights, recommendations, and guidance to help clients achieve their business objectives. By sharing best practices and innovative ideas, the agency demonstrates its expertise and commitment to helping clients navigate complex business challenges and achieve their goals. \u003C/li>\u003Cli>Become a trusted advisor and partner in the client's journey towards success. Strategic guidance goes beyond addressing immediate challenges to anticipating future needs and opportunities for the client. \u003C/li>\u003Cli>By leveraging industry expertise, market insights, and forward-thinking analysis, the agency can provide proactive guidance on emerging trends, potential risks, and strategic opportunities that may impact the client's business. \u003C/li>\u003C/ul>\u003Ch3>5. Make continuous improvements\u003C/h3>\u003Cp>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Andreas Sandgren - CEO @ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Continuous improvement is essential for marketing agencies to exceed client expectations and maintain a competitive edge in the industry. Here are several areas where agencies can focus on continuous improvement:\u003C/p>\u003Cul>\u003Cli>Regularly solicit client feedback through surveys, meetings, and reviews to understand their evolving needs, preferences, and satisfaction levels. Use this feedback to identify areas for improvement and make necessary adjustments to enhance the client experience. \u003C/li>\u003Cli>Continuously evaluate and refine the agency's service delivery processes to ensure efficiency, effectiveness, and quality. Monitor key performance indicators (KPIs) related to service delivery, such as turnaround times, error rates, and client satisfaction scores, and identify opportunities for improvement.  \u003C/li>\u003Cli>Stay abreast of advancements in marketing technology and tools that can streamline processes, improve productivity, and enhance results. Continuously evaluate and adopt new tools and platforms that align with \u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">the agency's goals\u003C/a> and client needs. Invest in professional development and stay informed about industry trends and best practices through \u003Ca href=\"https://whatagraph.com/webinars\">webinars\u003C/a> and events. \u003C/li>\u003Cli>Establish robust performance measurement frameworks and analytics systems to track the effectiveness of marketing campaigns and initiatives. Continuously analyze and optimize campaign performance based on data insights and client feedback to drive better results and exceed expectations. \u003C/li>\u003C/ul>\u003Cp>By prioritizing continuous improvement in these areas, marketing agencies can exceed client expectations, drive long-term success, and position themselves as trusted partners for their clients.\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Throughout this article, we've expanded on expert tips and best practices for exceeding clients' expectations as a marketing agency. These insights offer a roadmap for elevating the client experience to new levels.\u003C/p>\u003Cp>But exceeding client expectations isn't just about meeting predefined metrics or deliverables — it's about going above and beyond to anticipate needs, exceed benchmarks, and create measurable outcomes that propel businesses forward.\u003C/p>\u003Cp>Find more client success tips, expert guides, and resources on our \u003Ca href=\"https://whatagraph.com/agency-hub\">Agency Hub page\u003C/a>. \u003C/p>","2024-05-23T16:38:33.851Z","2024-09-11T11:33:39.239Z","2024-05-23T16:39:09.758Z","2024-05-23",{"id":911,"title":912,"slug":913,"summary":914,"body":915,"read_time":270,"createdAt":916,"updatedAt":917,"publishedAt":918,"errors":31,"table_of_contents":32,"dateReorder":919},2312,"Building Trust with Clients: Tips for Marketing Agencies","building-trust-with-clients","\u003Cp>Retaining clients is just as important as acquiring new ones. However, many marketing agencies struggle to maintain long-term relationships, often finding clients churning despite their best efforts. What causes these rifts? Is it unmet expectations, poor communication, or something deeper?\u003C/p>","\u003Cp>Understanding the common pitfalls that lead to client loss is the first step toward creating more robust, trust-filled partnerships. In this article, we’ll delve into the most frequent reasons marketing agencies lose clients, from communication breakdowns to inconsistent results. More importantly, we’ll provide expert tips on how to build trust with clients while avoiding the common pitfalls.\u003C/p>\u003Ch2>Why do clients lose trust in marketing agencies?\u003C/h2>\u003Cp>Clients lose trust in marketing agencies for several key reasons. Understanding these reasons can help agencies address and prevent trust issues, ultimately fostering stronger client relationships. Here are some common factors that contribute to the erosion of trust:\u003C/p>\u003Ch3>1. Poor communication\u003C/h3>\u003Cp>\u003Ci>It is often the case that clients either do not have defined and quantified objectives or, alternatively, they pursue conflicting goals. Hence, it is crucial for agencies to set the right expectations at the beginning of the collaboration. They should continuously evaluate these expectations and regularly communicate the results to the client. Such an approach prevents misunderstandings, frustration, and low retention while increasing client satisfaction and fostering long-term partnerships.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Marek Petriľák - Head of Marketing, \u003C/strong>\u003Ca href=\"https://galtonbrands.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>GALTON Brands\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Effective communication is the foundation of a strong client-agency relationship. Here are several ways in which poor communication can weaken client trust:\u003C/p>\u003Cp>\u003Cstrong>Not enough transparency\u003C/strong>: Clients feel left in the dark when agencies don’t provide regular updates or explanations about campaign progress and outcomes. Hidden costs also occur. Unexpected fees and costs erode trust, making clients feel taken advantage of.\u003C/p>\u003Cp>\u003Cstrong>Unclear expectations\u003C/strong>: If the agency does not clearly outline what the client can expect, including timelines and deliverables, misunderstandings and misaligned expectations are likely. On the other hand, making grand promises without a realistic plan to achieve them sets up the agency for failure. When these promises are not met, clients feel misled and lose trust.\u003C/p>\u003Cp>\u003Cstrong>Inadequate reporting\u003C/strong>: Insufficient or unclear reports make it difficult for clients to understand the impact of the agency's work. Reports that lack comprehensive data make it difficult for clients to assess the success of campaigns. This can lead to frustration and doubt about the agency's performance.\u003C/p>\u003Cp>To prevent this, use a \u003Ca href=\"https://whatagraph.com/\">reporting solution\u003C/a> that presents data in a way that is easy for non-marketers to understand. \u003C/p>\u003Cp>\u003Cstrong>Irregular updates\u003C/strong>: Sporadic updates can leave clients feeling uncertain about what is happening with their campaigns. Regular, scheduled communication is crucial for maintaining confidence.\u003C/p>\u003Ch3>2. Failure to demonstrate value\u003C/h3>\u003Cp>\u003Ci> Failure to drive results, a tough pill to swallow. There may be multiple reasons for this, from a set and forget mentality that erodes performance over time, to unrealistic targets or simply losing sight of the bigger picture of long term goals for short term results in the busy day to day of agency life.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ca href=\"https://www.linkedin.com/in/padhraicstone/\">\u003Cstrong>Padhraic Stone\u003C/strong>\u003C/a>\u003Cstrong> - Account Director\u003C/strong>\u003C/p>\u003Cp>Agencies can build trust and foster long-lasting client relationships by delivering tangible outcomes that directly contribute to the client’s business objectives. The inability to demonstrate value can lead to clients losing trust in a marketing agency for several reasons:\u003C/p>\u003Cp>\u003Cstrong>Lack of measurable results\u003C/strong>: Clients expect tangible outcomes from their marketing investment, such as increased leads, sales, or brand awareness. If the agency fails to demonstrate these results through clear metrics and reporting, clients may question the value of the services provided. \u003C/p>\u003Cp>That's why it’s important to agree on the critical marketing KPIs from the very start. \u003C/p>\u003Cp>\u003Cstrong>Ineffective strategies\u003C/strong>: Clients may question the efficacy of the agency’s strategies and tactics if they do not see a direct correlation between the agency’s efforts and positive business outcomes.\u003C/p>\u003Cp>\u003Cstrong>Failure to address business goals\u003C/strong>: Clients engage marketing agencies to help achieve specific business objectives. If the agency’s efforts are not closely aligned with these goals, clients may doubt its understanding of their business needs and priorities.\u003C/p>\u003Ch3>3. Poor understanding of client needs\u003C/h3>\u003Cp>\u003Ci>Agencies should know and understand the clients business objectives, this provides the foundation for SMART (specific, measurable, achievable, relevant, time-bound) goals. Together the client and agency set the most appropriate metrics and KPIs to track a campaigns progress and performance against clear goals. This keeps both parties honest and accountable to a shared outcome.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ca href=\"https://www.linkedin.com/in/padhraicstone/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Padhraic Stone\u003C/strong>\u003C/a>\u003Cstrong> - Account Director\u003C/strong>\u003C/p>\u003Cp>To prevent unmet expectations from eroding client trust, marketing agencies must set realistic, achievable goals and communicate them clearly. Here are several ways in which insufficient understanding of client needs can erode clients trust:\u003C/p>\u003Cp>\u003Cstrong>Misalignment of goals\u003C/strong>: When the agency’s objectives don’t align with the client's business goals, it creates frustration and a sense of wasted effort. When agencies promise more than they can deliver, clients’ expectations are too high. Failing to meet these inflated expectations leads to disappointment and mistrust.\u003C/p>\u003Cp>\u003Cstrong>Overpromising and underdelivering\u003C/strong>: Overpromising can set unrealistic expectations for clients, leading them to expect results or outcomes that are not feasible or achievable within the constraints of the project or campaign. Agencies that promise more than they can deliver set themselves up for failure, leading to client disappointment.\u003C/p>\u003Cp>\u003Cstrong>Using generic strategies\u003C/strong>: Applying one-size-fits-all solutions rather than tailoring strategies to the client's needs can lead to poor performance and frustration. Clients have unique goals, challenges, and market conditions. When agencies use generic strategies, they fail to address these specific needs and make clients feel like just another number rather than a valued partner.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tachalova_quote_f420c77c1c.png\" alt=\"Alexandra Tachalova from Digital Olympus on interviewing clients\">\u003C/p>\u003Ch3>4. Ineffective problem-solving\u003C/h3>\u003Cp>\u003Ci>It’s pivotal that agencies don’t take a ‘one-size-fits-all’ approach to their service. While they can have some type of ‘template’ for how their processes work or a general list of what they can offer, every client should have a personalised approach.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Gareth Bull - Founder of \u003C/strong>\u003Ca href=\"https://bulldogdigitalmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Bulldog Digital Media\u003C/strong>\u003C/a>\u003C/p>\u003Cp>By consistently resolving problems promptly and effectively, agencies can build stronger, trust-based relationships with their clients and enhance their reputation for reliability and competence. Ineffective problem-solving can significantly erode clients trust in marketing agencies for several reasons:\u003C/p>\u003Cp>\u003Cstrong>Inadequate solutions\u003C/strong>: Clients expect comprehensive and lasting solutions to their problems. Temporary fixes that only address symptoms rather than root causes can lead to recurring issues, causing clients to lose faith in the agency’s problem-solving capabilities. When solutions fall short of expectations, clients may feel that the agency does not understand their business well enough or is not fully committed to their success.\u003C/p>\u003Cp>\u003Cstrong>Slow response to issues\u003C/strong>: Clients expect timely solutions to their problems. When an agency is slow to respond and resolve issues, clients may perceive the agency as inefficient and lacking the necessary urgency to manage their marketing needs effectively.\u003C/p>\u003Cp>\u003Cstrong>Doubt in capabilities\u003C/strong>: Persistent delays can lead clients to doubt the agency’s ability to handle their accounts. They may start questioning whether the agency has the expertise and resources required to deliver satisfactory results.\u003C/p>\u003Ch3>5. High turnover of account managers\u003C/h3>\u003Cp>\u003Ci>Physically meet with any new marketing / digital person immediately. A new hire is the biggest risk to losing a client. Not because an agency is doing a bad job but frequently one of the only levers a digital / marketing manager can pull is to change agency. Building a level of rapport as fast as possible helps client to know what the agency people are like and the agency can understand the new hire's thought process.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>John Ring - Managing Director @ \u003C/strong>\u003Ca href=\"https://www.tinderpoint.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Tinderpoint\u003C/strong>\u003C/a>\u003C/p>\u003Cp>High turnover of account managers can significantly impact clients trust in marketing agencies for several reasons:\u003C/p>\u003Cp>\u003Cstrong>Loss of institutional knowledge\u003C/strong>: Account managers who are familiar with the client’s history, preferences, and objectives provide valuable insights. High turnover leads to losing this knowledge, making it difficult for new managers to serve the client effectively.\u003C/p>\u003Cp>\u003Cstrong>Reduced quality of service\u003C/strong>: New account managers may lack the experience and expertise to understand and address the client’s unique challenges and opportunities, leading to a decline in service quality.\u003C/p>\u003Cp>\u003Cstrong>Changing strategies\u003C/strong>: With each new account manager, there may be a shift in strategic direction or campaign approach. This inconsistency can confuse clients and undermine the effectiveness of marketing efforts. \u003C/p>\u003Cp>In addition, changing strategies mid-course may lead to unpredictable results. Clients may experience fluctuations in campaign performance as strategies change with each new account manager, leading to uncertainty and frustration.\u003C/p>\u003Ch2>How to build trust with your clients?\u003C/h2>\u003Cp>Building trust with clients as a marketing agency involves several key practices that demonstrate reliability, transparency, expertise, and commitment to client success. By focusing on these key areas, marketing agencies can build trust with clients and maintain strong relationships, ensuring long-term client success and loyalty.\u003C/p>\u003Ch3>Understand client needs\u003C/h3>\u003Cp>\u003Ci>Take the time to interview the client thoroughly and ensure you understand the services they expect from your agency. Personally, I avoid working with clients whom I know we can't satisfy, even if they seem like a good fit for our company at first glance.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Alexandra Tachalova - CEO and Founder @ \u003C/strong>\u003Ca href=\"https://digitalolympus.net/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Digital Olympus\u003C/strong>\u003C/a>\u003C/p>\u003Cp>By focusing on truly understanding and addressing each client's unique needs, agencies can foster long-term, trust-based relationships that drive mutual success.\u003C/p>\u003Cp>\u003Cstrong>Conduct deep discovery sessions: \u003C/strong>Initiate comprehensive discovery sessions to understand the client's business model, goals, challenges, target audience, and competitive landscape. This shows a commitment to grasping the nuances of their business. Use detailed questionnaires to gather specific information about the client’s expectations, past experiences with marketing, and preferred communication style.\u003C/p>\u003Cp>\u003Cstrong>Align on strategic goals\u003C/strong>: Long-term relationships allow for better alignment of goals and strategies. Agencies can work closely with clients to set and adjust long-term objectives, ensuring that both parties work towards common goals. Develop a comprehensive onboarding process that sets clear expectations, timelines, and communication channels. This helps clients understand what to expect and how to engage with your team.\u003C/p>\u003Cp>\u003Cstrong>Develop a client success program\u003C/strong>: Create a dedicated client success program that focuses on building and maintaining long-term relationships. This could include regular check-ins, performance reviews, and tailored support initiatives.\u003C/p>\u003Cp>Design campaigns that resonate with the client’s brand identity and target audience, demonstrating a deep understanding of their market.\u003C/p>\u003Ch3>Demonstrate expertise \u003C/h3>\u003Cp>\u003Ci>Ultimately, there is a promise of trust and an exchange of trust in any client, agency relationship. Agencies can demonstrate their value by causing far more revenue than they cost, showing early signs of success to garner confidence and building on trust through performance in achieving the client’s goals.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Daniel Carey - Owner @ \u003C/strong>\u003Ca href=\"https://www.likecommunications.ie/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Like Communications\u003C/strong>\u003C/a>\u003C/p>\u003Cp>By showcasing proven results, providing educational content, staying current with industry trends, demonstrating analytical skills, and solving problems efficiently, marketing agencies can not only establish credibility but also foster strong, long-term client relationships.\u003C/p>\u003Cp>\u003Cstrong>Deliver consistent performance and results\u003C/strong>: Deliver excellence in every aspect of your work, from strategy development and creative execution to campaign performance and results analysis. Explain the step-by-step process your agency followed to achieve success. This transparency helps potential clients understand your methodology and trust your approach.\u003C/p>\u003Cp>\u003Cstrong>Regularly monitor and optimize campaign performance\u003C/strong>: Identify areas for improvement and adapt strategies as needed to ensure consistent delivery of results that meet or exceed client expectations. Use graphs, charts, and screenshots to \u003Ca href=\"https://whatagraph.com/visualize\">visualize the results\u003C/a>. Visual proof can be more persuasive than text alone.\u003C/p>\u003Cp>\u003Cstrong>Showcase case studies and testimonials\u003C/strong>: Create relevant case studies across different industries and marketing disciplines (e.g., SEO, PPC, social media). This demonstrates your versatility and ability to handle diverse client needs. \u003C/p>\u003Cp>\u003Cstrong>Webinars and workshops\u003C/strong>: Host \u003Ca href=\"https://whatagraph.com/webinars\">webinars\u003C/a>, workshops, and seminars on relevant marketing topics. Offer free, valuable knowledge to demonstrate your agency’s commitment to education and expertise.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Hey_quote_4208454ecf.png\" alt=\"Dylan Hey from Hey Digital on reporting\">\u003C/p>\u003Ch3>Solve problems proactively\u003C/h3>\u003Cp>\u003Ci>The biggest mistake in our industry is made by agencies that forget their role as proactive contributors. Agencies that strictly follow the client's brief will ultimately disappoint, unlike those that push boundaries and offer ideas beyond the initial scope.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Pierre-Baptiste Borges - Head of Business Development @ \u003C/strong>\u003Ca href=\"https://www.odace.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Odace\u003C/strong>\u003C/a>\u003C/p>\u003Cp>A proactive approach shows clients that the agency is dedicated to their success and capable of managing challenges efficiently, thereby fostering a trustworthy and reliable partnership.\u003C/p>\u003Cp>\u003Cstrong>Anticipate issues\u003C/strong>: Proactively identifying potential issues before they become significant problems showcases the agency’s deep understanding of marketing and the client’s specific needs. This foresight reflects a high level of expertise and competence.\u003C/p>\u003Cp>\u003Cstrong>Suggest preemptive measures\u003C/strong>: Implementing preemptive measures to mitigate risks demonstrates that the agency is not only capable of addressing problems but is also skilled at preventing them. This capability builds client confidence in the agency’s expertise.\u003C/p>\u003Cp>\u003Cstrong>Apply customized solutions\u003C/strong>: By understanding the client’s business, industry, target audience, and specific challenges, the agency can develop customized marketing strategies. Personalized solutions demonstrate that the agency is not just using a generic approach but is focused on the client’s unique situation.\u003C/p>\u003Cp>\u003Cstrong>Maintain composure and professionalism\u003C/strong>: Maintaining composure under pressure shows clients that the agency can handle stressful situations without compromising the quality of their work. This reliability is a cornerstone of trust.\u003C/p>\u003Ch3>Leverage technology and tools\u003C/h3>\u003Cp>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Andreas Sandgren - CEO @ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Using industry-leading technology and tools helps marketing agencies build trust with clients by enhancing transparency, improving efficiency and accuracy, demonstrating advanced capabilities, providing actionable insights, ensuring accountability and trackability, enhancing security and data protection, and facilitating customized solutions.\u003C/p>\u003Cp>\u003Cstrong>Use real-time reporting\u003C/strong>: Tools like Google Analytics, HubSpot, and various project management platforms provide real-time data and progress reports. This transparency keeps clients informed about the status of their campaigns and projects, reinforcing trust.\u003C/p>\u003Cp>However, managing and reporting KPIs from different marketing platforms takes time, both on the agency’s side to collect data and create reports, and on the client’s side to interpret it. \u003C/p>\u003Cp>That’s why you should always:\u003C/p>\u003Cp>\u003Cstrong>Provide cross-channel insights\u003C/strong>: \u003Ca href=\"https://whatagraph.com/\">Performance monitoring tools\u003C/a> that integrate data from multiple sources (e.g., CRM systems, social media, and website analytics) provide a comprehensive view of campaign performance. Accurate and integrated data helps agencies make informed decisions and deliver precise reports to clients.\u003C/p>\u003Cp>\u003Cstrong>Send consistent updates\u003C/strong>: Automated reporting tools can send regular updates and insights to clients, ensuring they are always aware of their campaign performance and any adjustments made.\u003C/p>\u003Cp>\u003Cstrong>Offer shared workspaces\u003C/strong>: Creating shared workspaces where clients can access project documents, calendars, and task lists enhances transparency and collaboration, making clients feel more involved and valued.\u003C/p>\u003Ch2>Bottom line\u003C/h2>\u003Cp>As we’ve explored, marketing agencies often lose clients due to poor communication, unmet expectations, generic approach, inconsistent results, and other critical missteps. \u003C/p>\u003Cp>However, the journey doesn’t end here. By focusing on building trust through understanding client needs, proactive problem-solving, and leveraging cutting-edge technology, agencies can transform potential pitfalls into opportunities for growth and loyalty.\u003C/p>\u003Cp>The key to building trust with clients lies in listening, adapting, and innovating. Marketing agencies that prioritize transparency, demonstrate value, and invest in understanding their client’s unique needs will not only retain their accounts but also build enduring relationships founded on trust and mutual success.  \u003C/p>\u003Cp>Find more client retention strategies, expert guides, and resources on our \u003Ca href=\"https://whatagraph.com/agency-hub\">Agency Hub page\u003C/a>.\u003C/p>","2024-05-29T08:36:33.268Z","2024-06-13T13:36:04.175Z","2024-05-29T08:36:42.779Z","2024-05-29",{"id":921,"title":922,"slug":923,"summary":924,"body":925,"read_time":21,"createdAt":926,"updatedAt":927,"publishedAt":926,"errors":510,"table_of_contents":32,"dateReorder":928},2216,"Why Client Reporting Matters: 5 Outstanding Client Report Examples + Templates","client-reports","\u003Cp>Client reporting is not just a routine task — it's a pivotal component of successful client-agency relationships. Effective client reports provide transparency, demonstrate value, and guide strategic decisions, making them indispensable tools for marketing agencies. But what exactly makes client reporting so crucial, and how can you ensure your reports stand out?\u003C/p>","\u003Cp>In this article, we explore the significance of client reports and showcase five outstanding examples. These customizable templates can help you create reports that not only inform but also impress your clients. Discover how to elevate your reporting game and solidify your agency's reputation for excellence.\u003C/p>\u003Ch2>What is client reporting?\u003C/h2>\u003Cp>\u003Cspan style=\"color:rgb(31,31,31);\">Client reporting is the process of sending clients regular reports on their marketing performance. The reports usually include a high-level summary, the performance of different marketing channels, campaign goals, and any other important information the client may need, such as next steps.\u003C/span>\u003C/p>\u003Cp>As a foundation for strategic decision-making, client reporting focuses on your clients' metrics such as website traffic, social media growth, lead generation, sales, brand recognition, market analysis, advertising spend, etc.\u003C/p>\u003Cp>You pull these statistics weekly, enter them into a report, and put them in context for your clients. That’s why the client report is the basis for the discussion between you and your client. It’s a conversation that allows you to show how great you are at your job.\u003C/p>\u003Cp>Besides a client report, you can also create an \u003Ca href=\"https://whatagraph.com/agency-dashboard\">agency dashboard\u003C/a>. The main difference is that dashboards are always up to date as they have live data. Whenever the client checks a dashboard, they’ll get real-time results and stats.\u003C/p>\u003Ch2>Why is client reporting important?\u003C/h2>\u003Cp>Reporting on marketing results as an \u003Ca href=\"https://www.summarizer.org/p/how-to-write-an-executive-summary\" target=\"_blank\" rel=\"noopener noreferrer\">executive summary\u003C/a> of the finished work is the staple of client management. Here is why marketing agency client reporting is important.\u003C/p>\u003Cp>\u003Cstrong>Builds transparency and trust\u003C/strong>\u003C/p>\u003Cp>Regular client reports demonstrate accountability, showing clients exactly where their money is going and achieving results. Transparent reporting helps build trust between the agency and the client, which is essential for long-term relationships.\u003C/p>\u003Cp>Even drops in performance, whether they are under your control or not, should be shared with clients. This allows not only for you and clients to deal with the issue as a team, but also to show initiative in identifying and solving problems. \u003C/p>\u003Cp>\u003Cstrong>Quick and accurate performance measurement\u003C/strong>\u003C/p>\u003Cp>Reports provide concrete data that can be analyzed to measure the success of marketing campaigns, allowing agencies to make informed decisions. Regular reports help track key performance indicators (KPIs) and other metrics, offering a clear picture of what’s working and what’s not.\u003C/p>\u003Cp>\u003Cstrong>Improves client retention and satisfaction\u003C/strong>\u003C/p>\u003Cp>Regular, detailed reports keep clients informed and engaged, helping them understand the value the agency is providing. Reports ensure that both the agency and the client are aligned on goals, strategies, and expectations.\u003C/p>\u003Cp>\u003Cstrong>Fuels strategic planning\u003C/strong>\u003C/p>\u003Cp>Client reports provide insights that can inform future strategies, allowing for adjustments and improvements to be made in a timely manner. Regular reporting helps track progress towards the client’s goals and objectives, ensuring that the marketing strategies are on the right track.\u003C/p>\u003Cp>\u003Cstrong>Helps demonstrate value\u003C/strong>\u003C/p>\u003Cp>Reports help demonstrate the return on investment (ROI) of marketing activities, justifying the client’s expenditure and showcasing the agency’s effectiveness. By detailing the outcomes of various marketing efforts, agencies can show clients the benefits compared to the costs involved.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Clearly communicate project plans and timelines, ensuring clients know what to expect and when. Consistently meet deadlines and focus on tangible deliverables that showcase your progress and achievements. Regularly report on key metrics and milestones to demonstrate the value and impact of your work.\u003Cbr>[author]Josh Gazelka - Director of Account Management @\u003Ca href=\"https://thriveagency.com/\">\u003Cu> Thrive\u003C/u>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Enables early problem detection\u003C/strong>\u003C/p>\u003Cp>Regular reporting can highlight issues or underperforming areas early, allowing for swift corrective actions. Communication is key to your relationship with clients. Whether you report after each campaign ends or if you send monthly reports to show the status of their campaigns, the important thing is to do it regularly. Client or customer reporting allows you to share thoughts and ideas on the data presented. That way, you’ll prevent small problems from turning into a full-blown crisis. By consistently analyzing performance data, agencies can continuously refine and improve their strategies.\u003C/p>\u003Cp>\u003Cstrong>Educates clients  \u003C/strong>\u003C/p>\u003Cp>Reports can educate clients about the intricacies of marketing efforts, helping them understand the complexities and appreciate the agency’s work. Many clients may not know the importance of each KPI (such as CTR or conversion rate) or the difference between them. \u003C/p>\u003Cp>But, your client's KPI reports can help them learn about the meaning and importance of each data point. Educating your clients by sharing your knowledge will help them figure out what you do, thus allowing them to feel involved in the whole process. An informed client is better equipped to make collaborative decisions, leading to more productive partnerships.\u003C/p>\u003Cp>Marketing agencies can also effectively use reports during the \u003Ca href=\"https://userguiding.com/blog/client-onboarding-best-practices\" target=\"_blank\" rel=\"noopener noreferrer\">client onboarding process\u003C/a> to set the stage for a productive and transparent partnership. You can include detailed reports from previous clients to demonstrate your agency’s track record.  \u003C/p>\u003Cp>Use client report samples to discuss and agree upon key performance indicators (KPIs) that will be tracked and reported. A client report template is a good way to show examples of how you collect, analyze and present data. This kind of transparency reassures clients that your reporting is both reliable and accurate, while the customizable report templates give clients a preview of how you will communicate their performance data to them. \u003C/p>\u003Cp>\u003Cstrong>Gives agencies a competitive advantage\u003C/strong>\u003C/p>\u003Cp>High-quality reporting sets an agency apart from competitors, showcasing their professionalism and commitment to the success of the client’s business. Agencies known for thorough and insightful reporting can build a strong reputation, attracting more clients and fostering loyalty.\u003C/p>\u003Cp>In summary, client reporting is vital to a marketing agency’s operations. It fosters transparency, trust, informed decision-making, and continuous improvement, all of which are essential for achieving and demonstrating success in marketing efforts.\u003C/p>\u003Cp>\u003Cstrong>Provides an additional source of revenue\u003C/strong>\u003C/p>\u003Cp>Once you demonstrate value and figure out the best pricing models for different categories of clients, your clients might be encouraged by numbers to ask for more detailed or segmented reports that you can create for an additional fee. Whether you choose to include a management fee, a flat fee, or an hourly rate for reporting, a flexible agency reporting tool can give you plenty of ways to upsell your services. \u003C/p>\u003Cp>Learn more about using client reports as an added source or revenue in our webinar recording:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=_VVirEHKFJo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/_VVirEHKFJo\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Ch2>What is a client report?\u003C/h2>\u003Cp>\u003Cspan style=\"color:rgb(31,31,31);\">A client report is a document that brings an overview of your client’s campaign results. You can share it with clients to inform them about key updates, metrics, and any actions you have taken. It helps maintain transparency and ensures clear communication on both sides.\u003C/span>\u003C/p>\u003Cp>In essence, a client report shows your clients why you’re the right choice for their digital marketing needs.\u003C/p>\u003Cp>Some types of client reports include:\u003C/p>\u003Cul>\u003Cli>PPC report\u003C/li>\u003Cli>SEO report\u003C/li>\u003Cli>Email marketing report\u003C/li>\u003Cli>E-commerce report\u003C/li>\u003Cli>Website analytics report\u003C/li>\u003Cli>Social media report\u003C/li>\u003Cli>Cross-channel report\u003C/li>\u003C/ul>\u003Cp>Depending on your work, you’ll choose a different type of report. If you’re looking for inspiration, you can take a look at some marketing report templates to get started.\u003C/p>\u003Cp>But first, here’s some real-life data.\u003C/p>\u003Ch2>How do you write a client report?\u003C/h2>\u003Cp>The content and structure of your report depend on the information you want to cover. However, there are the essential elements that every report needs to include. \u003C/p>\u003Cp>\u003Cstrong>Give a summary at the beginning\u003C/strong>\u003C/p>\u003Cp>Start a client report with a summary that highlights the key data points. This is where you give clients a big-picture overview of what happened in the previous month, week, quarter, etc. with their marketing initiatives. \u003C/p>\u003Cp>If anyone wants quick marketing insights, this is where they should find them. \u003C/p>\u003Cp>Here, you should add the KPI goals and the most important metrics. This is also the perfect place to offer high-level insights, comments, and recommendations for the next period. \u003C/p>\u003Cp>\u003Cstrong>Present detailed analytics and explain the KPIs\u003C/strong>\u003C/p>\u003Cp>In the next section or sections, you should include detailed analytics for specific marketing channels. The key performance indicators that determine how close you are to reaching the client’s goals are the core of your client reports, so make sure you have agreed on those before you create your first report. \u003C/p>\u003Cp>Besides KPIs, you may also want to include additional metrics that are valuable for your client but not specifically related to agreed goals. \u003C/p>\u003Cp>If your client has little marketing experience, you should explain briefly in each section that translates the numbers of graphs or tables in simple language. These explanations can include:\u003C/p>\u003Cul>\u003Cli>A comparison of what a metric means against industry benchmarks. A 5% conversion rate for a website may sound poor to a layman, but in reality, it’s an excellent result.\u003C/li>\u003Cli>An explanation of what has been done in a specific channel. Let’s say you drove 30% more organic traffic in a quarter — explain how this was achieved with your marketing process.\u003C/li>\u003Cli>Explanation of the next steps. Whether the KPIs are looking good or bad, you can elaborate on them and explain what happens next.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pro tip\u003C/strong>: Whatagraph reports have a convenient text widget that you can fit into any report page to give additional information about the data. \u003C/p>\u003Cp>\u003Cstrong>End the report with expanded recommendations and next steps\u003C/strong>\u003C/p>\u003Cp>The end section of the report should sum up the findings from the previous one. This is a good place to present the plan for next steps. Explain what you will do to bring the client closer to their goals and don’t avoid mentioning problems you need to resolve. \u003C/p>\u003Ch3>How to make client reports more engaging for readers?\u003C/h3>\u003Cp>In a recent survey of large marketing agencies, we discovered a significant gap in agency-client communication caused by a simple problem — clients don’t read the reports. \u003C/p>\u003Cp>While it can be argued that clients are primarily interested in results, not being up to date with an agency's efforts can have negative consequences on the client relationship.\u003C/p>\u003Cp>First, clients may get a false understanding that the agency is not doing enough, that its strategy is not personalized enough, or that it lacks the expertise to effectively target the client’s audience with the right messaging. \u003C/p>\u003Cp>But how to avoid these misunderstandings? \u003C/p>\u003Cp>By making your client reports more engaging from the very beginning.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Tailor the report to your client's needs\u003C/strong>: Customize reports to reflect each client’s specific goals, metrics, and interests. Incorporate the client’s branding elements, such as logos and colors, to make the reports feel more personalized.\u003C/li>\u003Cli>\u003Cstrong>Create a clear presentation\u003C/strong>: Use charts, graphs, and infographics to present data in a visually appealing and easily digestible format. Include executive summaries and key takeaways at the beginning to provide a quick overview of the report’s main points.\u003C/li>\u003Cli>\u003Cstrong>Offer actionable insights\u003C/strong>: Provide clear, actionable recommendations based on the data presented, outlining next steps and strategies for improvement. Offer context for the data, explaining why certain metrics are important and how they impact the client’s business.\u003C/li>\u003Cli>\u003Cstrong>Use interactive elements\u003C/strong>: Create interactive dashboards that clients can explore, allowing them to dive deeper into the data that interests them most. Include hyperlinks to additional resources or drill-down options within the report for more detailed information.\u003C/li>\u003Cli>\u003Cstrong>Report consistently\u003C/strong>: Send reports on a regular schedule (e.g., weekly, monthly, quarterly) to keep clients informed and engaged. Provide timely updates on key metrics and campaign performance, especially for ongoing projects.\u003C/li>\u003Cli>\u003Cstrong>Take a storytelling approach\u003C/strong>: Use storytelling techniques to present data in a compelling way, connecting the numbers to the client’s broader business objectives. Include relevant case studies or examples to illustrate points and make the data more relatable. \u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Clearly and transparently display the results from your campaigns, in addition, ensure that you include the work undertaken with commentary, and future work to be done. A bonus is to include any industry updates in reports to explain how things may impact them and how you are navigating them.\u003Cbr>[author]\u003Cstrong>Matt Pyke - Founder @ \u003C/strong>\u003Ca href=\"https://www.flyhighmedia.co.uk/\">\u003Cstrong>Fly High Media\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Include client feedback\u003C/strong>: Encourage clients to provide feedback on the reports and suggest improvements or additional information they’d like to see. From Q&A sessions to building reports with clients, any opportunity to discuss report findings can give you valuable information to both tune in your strategy and present the results in the most effective way. \u003C/li>\u003Cli>\u003Cstrong>Focus on ROI and value\u003C/strong>: Today’s \u003Ca href=\"https://whatagraph.com/blog/articles/client-reporting-tools\">client reporting tools\u003C/a> return a stream of marketing data, which makes it easy to lose focus and include too much information in your report. Emphasize the return on investment (ROI) and the tangible value delivered through marketing efforts. Show how the marketing activities translate into business benefits, such as increased leads, sales, or brand awareness.\u003C/li>\u003Cli>\u003Cstrong>Use available technology\u003C/strong>: Utilize automated client reporting to ensure consistency and accuracy, freeing up time to focus on analysis and insights. Provide clients with access to a dedicated portal where they can view reports, track progress, and access historical data. Whatagraph allows you to share direct access to any dashboard via a live link. This way client’s can see the latest data whenever they need, without getting you into the loop every time they need to hold a meeting. \u003C/li>\u003Cli>\u003Cstrong>Keep the language simple\u003C/strong>: Use simple and clear language, avoiding technical jargon that might confuse clients. Provide definitions and explanations for any necessary technical terms or metrics.\u003C/li>\u003C/ul>\u003Cp>By implementing these strategies, you can make marketing agency client reports more engaging, informative, and valuable to their clients, fostering a stronger and more collaborative relationship.\u003C/p>\u003Ch3>Why 42% of businesses are not happy with their client reports\u003C/h3>\u003Cp>We did some research and found out what businesses generally think about the reports they get from their marketing agencies. Surprisingly enough, 42% of clients are not happy with the reports that agencies send them.\u003C/p>\u003Cp>Here are the most common reasons:\u003C/p>\u003Cul>\u003Cli>Lack of performance breakdown by marketing channel\u003C/li>\u003Cli>No clear overview of top-level KPIs\u003C/li>\u003Cli>Not enough insights on market segmentation\u003C/li>\u003Cli>Not enough comparison against industry benchmarks\u003C/li>\u003Cli>Not enough recommendations and next steps\u003C/li>\u003Cli>Not enough explanations for non-marketers\u003C/li>\u003C/ul>\u003Cp>So, if you want to improve your agency-client relationship, create better reports, and improve your bottom line, these are some of the things you should pay attention to. Let’s see what that looks like in practice.\u003C/p>\u003Ch2>5 essential client report examples\u003C/h2>\u003Cp>By now, you must be thinking that dotting all the I’s and crossing all the T’s to get client reports right is too overwhelming, even for a team of marketers. Luckily, there are Whatagraph report templates you can use right off the shelf. Let’s take a closer look at the ins and outs of the most valuable client report samples.\u003C/p>\u003Ch3>1. Monthly client marketing report\u003C/h3>\u003Cp>A monthly marketing report is the most effective way of reporting for most clients. The monthly data span is big enough to give accurate projections while your clients can see trends and changes in context.\u003C/p>\u003Cp>For example, a multi-channel report can help you present the impact of your marketing initiatives and long-term projects, such as search engine optimization, PR, and content marketing campaigns.\u003C/p>\u003Cp>What insights can your clients get from a monthly report?\u003C/p>\u003Cul>\u003Cli>Overall website analytics\u003C/li>\u003Cli>A reminder of goals to pursue\u003C/li>\u003Cli>The client’s goals completed\u003C/li>\u003Cli>Overview of campaign performance\u003C/li>\u003C/ul>\u003Cp>Where to find this data?\u003C/p>\u003Cul>\u003Cli>Google Analytics 4 dashboard (in a monthly time frame)\u003C/li>\u003Cli>Social media analytics\u003C/li>\u003Cli>Ads platforms\u003C/li>\u003Cli>An SEO tool\u003C/li>\u003C/ul>\u003Cp>OR you can simply pick \u003Ca href=\"https://whatagraph.com/templates/monthly-report\">Whatagraph’s Monthly Marketing Report Template\u003C/a>, connect the client’s sources, and voila — there you have a one-stop client report for presenting your results from SEO to email, to social to PPC with engaging data visualization.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_64d58e7f58.png\" alt=\"monthly marketing report\">\u003C/p>\u003Cp>By default, our cross-channel marketing report has seven sections:\u003C/p>\u003Cul>\u003Cli>Performance overview: Progress bar chart with time passed, goal completions, as well as widgets for media spend, conversions, and cost per conversion.\u003C/li>\u003Cli>Acquisition overview: Top channels conversions vs. users (direct, organic, paid, referral).\u003C/li>\u003Cli>Website overview: A new users vs. user graphs, gauges for bounce rate, average session duration, and page performance.\u003C/li>\u003Cli>Audience overview: Users per device, demographics, and interests as in-market segments.\u003C/li>\u003Cli>Google Ads overview: Time passed, impressions, clicks, conversions, and cost.\u003C/li>\u003Cli>Organic traffic overview: Time passed, users, new users, average rank, goal completions, and conversion rate.\u003C/li>\u003Cli>Facebook Ads overview: Time passed, impressions, link clicks, pixel leads, conversions, cost per conversion, and total spend.\u003C/li>\u003C/ul>\u003Cp>As you can see, Whatagraph’s client reporting template allows agencies to overview and optimize the performance of individual clients’ channels without digging deep into each channel individually.\u003C/p>\u003Cp>Instead, you can quickly present your clients with the most important key performance indicators and give an accurate report on your progress.\u003C/p>\u003Ch3>2. SEO client report\u003C/h3>\u003Cp>An SEO report is where you can show your clients how their website is performing in terms of SEO metrics, such as organic traffic, backlinks, technical SEO, etc.\u003C/p>\u003Cp>The most often used is an overall SEO report that summarizes every aspect of your efforts.\u003C/p>\u003Cp>What insights can your clients get from a monthly report?\u003C/p>\u003Cul>\u003Cli>Changes in website traffic\u003C/li>\u003Cli>The difference between organic traffic and other sources\u003C/li>\u003Cli>The ratio of branded vs. non-branded traffic\u003C/li>\u003Cli>Keywords that are driving most visits\u003C/li>\u003Cli>Status of organic rankings\u003C/li>\u003Cli>Overall backlink profile\u003C/li>\u003Cli>Any technical SEO issues\u003C/li>\u003C/ul>\u003Cp>Where to find this data?\u003C/p>\u003Cul>\u003Cli>Google Analytics for traffic-related data\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Site Audit for SERP features and site health\u003C/li>\u003C/ul>\u003Cp>However, stitching SEO metrics from different tools in Excel can be challenging even for experts. Luckily, everyone in your agency can connect \u003Ca href=\"https://whatagraph.com/seo-reporting-tool\">Whatagraph’s SEO Report\u003C/a> to your client accounts and start reporting right away.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Consolidated_SEO_Overview_331b8477b0.png\" alt=\"SEO report\">\u003C/p>\u003Cp>Off the shelf, our template comes pre-loaded with sections like SEO overview, keyword ranking, and backlinks data.\u003C/p>\u003Cp>Keep an eye on your client’s SEO and organic performance, changes in keyword rankings, organic CTR, branded and non-branded search terms, and many more.\u003C/p>\u003Ch3>3. Social media performance client report\u003C/h3>\u003Cp>A social media performance report is the best way to keep your clients in the loop as to:\u003C/p>\u003Cul>\u003Cli>What is happening with their follower base?\u003C/li>\u003Cli>How active is their brand on social media in a given period?\u003C/li>\u003Cli>Which posts generated the most engagement (why)?\u003C/li>\u003Cli>How do they stack against main competitors?\u003C/li>\u003Cli>How many conversions do they get from each social media channel?\u003C/li>\u003C/ul>\u003Cp>Where to find this data?\u003C/p>\u003Cul>\u003Cli>Google Analytics for referral traffic\u003C/li>\u003Cli>Social Media Tracker for full analysis and data-driven recommendations\u003C/li>\u003C/ul>\u003Cp>In the case of social media performance reports, it’s important to organize the data by channel, which is challenging without a dedicated data platform that can integrate data for joint insights and provide separate performance for each channel.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/social-media-report-tool\">Whatagraph’s Social Media Report\u003C/a>  helps marketing agencies handle social media analytics and evaluate the campaign effectiveness for every client.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Social_Media_Report_dc917d92e6.png\" alt=\"social media report\">\u003C/p>\u003Cp>By default, our social media report template has the following sections:\u003C/p>\u003Cul>\u003Cli>Executive summary: Consolidated social media overview of all followers across social media and insights and key takeaways of what worked and what did not. The best content performer this month by impressions and reach.\u003C/li>\u003Cli>Channel’s performance at a glance: Organic and paid performance per channel.\u003C/li>\u003Cli>Facebook page overview: Progress bar chart with key monthly KPIs, top-performing posts, and follower distribution by gender.\u003C/li>\u003Cli>Facebook page content breakdown: Top performing content by organic impressions, engaged users, negative reactions, and comments.\u003C/li>\u003Cli>Facebook Ads performance: Monthly impressions, leads, and conversions, total spend, cost per click, and click-through rate. Your client’s social media funnel chart.\u003C/li>\u003Cli>Instagram page insights: Monthly reach, impressions, and engagement, followers and engagement rate, as well as audience gender & age distribution.\u003C/li>\u003Cli>Conclusion and next steps: Your insights and recommendations for the next month.\u003C/li>\u003C/ul>\u003Cp>Of course, if your client reporting process demands, you can easily create similar sections for other social media channels your clients might be using, such as TikTok and YouTube.\u003C/p>\u003Ch3>4. PPC client report\u003C/h3>\u003Cp>You should use a PPC report to organize your clients’ paid ads data by tracking and monitoring important KPIs such as:\u003C/p>\u003Cul>\u003Cli>Clicks\u003C/li>\u003Cli>Cost\u003C/li>\u003Cli>Impressions\u003C/li>\u003Cli>Click-through rate (CTR)\u003C/li>\u003Cli>Conversion rates\u003C/li>\u003Cli>Cost-per conversion\u003C/li>\u003C/ul>\u003Cp>As well as optimize their paid media campaigns by:\u003C/p>\u003Cul>\u003Cli>Removing keywords that aren’t performing\u003C/li>\u003Cli>Leaving out keywords that aren’t generating traffic\u003C/li>\u003Cli>Replacing keywords that haven’t got any impressions\u003C/li>\u003Cli>Stopping using seasonal keywords and those with a low-quality score\u003C/li>\u003C/ul>\u003Cp>Where to find this data?\u003C/p>\u003Cul>\u003Cli>Facebook Ads\u003C/li>\u003Cli>Google Ads\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Tiktok Ads\u003C/li>\u003Cli>etc.\u003C/li>\u003C/ul>\u003Cp>PPC is one of the favorite marketing strategies for many agencies, mainly because the ROI is so easy to track.\u003C/p>\u003Cp>And no, by tracking, we don't mean tracking all the client data sources separately and combining the metrics manually.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/PPC_Overview_Report_ad3b43652e.png\" alt=\"PPC report\">\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/ppc-reporting-tool\">Whatagraph’s PPC Report Template\u003C/a> allows you to collect key metrics from different Ads platforms and consolidate the results into four sections:\u003C/p>\u003Cul>\u003Cli>Main KPIs: Monthly status of conversions, clicks, impressions, and cost.\u003C/li>\u003Cli>Insights: A text box where you can comment on the results or offer clarification to clients.\u003C/li>\u003Cli>Further actions: An empty field where you can suggest the next steps or recommendations.\u003C/li>\u003Cli>Channel split: Traffic, conversions, and cost per conversion per all client’s paid media channels.\u003C/li>\u003C/ul>\u003Cp>Agencies can use our PPC report template to create captivating paid media reports for clients in minutes and set up automated delivery.\u003C/p>\u003Ch3>5. E-commerce client report\u003C/h3>\u003Cp>Through an e-commerce report, you can help your clients launch effective customer loyalty programs and create tailored marketing campaigns based on customer history. Aside from constantly trying to acquire new leads, e-commerce reporting helps clients tap into the existing customer base.\u003C/p>\u003Cp>Insights your clients can get from an eCommerce report:\u003C/p>\u003Cul>\u003Cli>Total revenue\u003C/li>\u003Cli>Conversion rate\u003C/li>\u003Cli>Total number of transactions\u003C/li>\u003Cli>Bounce rate\u003C/li>\u003Cli>Pages per sessions\u003C/li>\u003Cli>Customer lifetime value\u003C/li>\u003C/ul>\u003Cp>Where to find this data?\u003C/p>\u003Cul>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Ads\u003C/li>\u003Cli>Social media channels\u003C/li>\u003Cli>Shopify, BigCommerce, or any other e-store platform you use\u003C/li>\u003C/ul>\u003Cp>The good news is that you don’t have to manually extract, pair, and combine metrics from all those platforms individually.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Ecommerce_Overview_8a5825afba.png\" alt=\"ecommerce report\">\u003C/p>\u003Cp>Instead, you can fast forward directly to \u003Ca href=\"https://whatagraph.com/ecommerce-reporting-software\">Whatagraph’s E-Commerce Report\u003C/a>. Just connect the account, and the metrics from your client’s revenue sources update automatically every hour.\u003C/p>\u003Cp>Sourcing data directly from your client’s Shopify account, this report helps agencies track vital client e-commerce metrics and present data in a visually engaging way that is easy to understand and act on.\u003C/p>\u003Cp>Talking of visual engagement, Whatagraph’s E-commerce Report Template begins with a cover image you can upload to grasp attention right away, followed by 5 sections:\u003C/p>\u003Cul>\u003Cli>Executive summary: Progress bars with monthly KPIs and table with sales data by product.\u003C/li>\u003Cli>Online store traffic overview: Number of new clients and sessions, demographic activity, website conversion funnel, and traffic sources pie chart.\u003C/li>\u003Cli>Sales Insights: Total sales, shipping, and tax, as well as sales performance by product type and top-performing products by product ID.\u003C/li>\u003Cli>Customer Insights: Orders in total and average units per transaction. Insights for different customer groups.\u003C/li>\u003Cli>Conclusions, monthly results, next steps: Your insights and client recommendations for the next month.\u003C/li>\u003C/ul>\u003Ch2>Client reporting case studies\u003C/h2>\u003Cp>Whatagraph is an easy-to-use platform to monitor and report on marketing performance — packed with useful features that make it easier for \u003Ca href=\"https://whatagraph.com/marketing-agencies\">marketing agencies\u003C/a> to collect, manage, and report client data.  \u003C/p>\u003Ch3>Case study 1: Market Solutions uses Whatagraph to report to 150+ clients and save 30% time with only 15 staff?\u003C/h3>\u003Cp>Market Solutions is a marketing agency from Sweden that offers a wide range of services. In the past, the agency used PowerPoint presentations to report on their results. This way of reporting was far from practical. According to Karl-Viktor Jorkby, the Head of Digital Media Planning, it took them an average 5-10 hours to create a single report, which stood in the way of scaling and signing on new clients. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/market-solutions\">Whatagraph solved Marketing Solutions’ problems\u003C/a> with flying colors. Thanks to a large number of native integrations, the intuitive UI of the report builder, and seamless report sharing, Marketing Solutions was able to save from 3 to 7 hours on each report and successfully scale their operations to serving 150+ clients with a team of 15. \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003Cbr>[author]\u003Cstrong>Andreas Sandgren - CEO @\u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Market Solutions\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Case study 2: Media Maven simplified reporting to 70+ clients by replacing multiple reporting tools with Whatagraph\u003C/h3>\u003Cp>Media Maven is a marketing agency from Israel that, like many agencies, uses a combination of different tools to create client reports. They used Supermetrics to connect their client’s numerous data sources and Looker Studio to create visualizations. \u003C/p>\u003Cp>Their team was skilled to use two tools, however the data connectors kept breaking off, resulting in inaccurate data in reports. So whenever a client asked for campaign results, an account manager had to involve other team members to create a report and check data manually multiple times. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/media-maven\">Whatagraph helped Media Maven\u003C/a> solve the problem with automated reporting dashboards. Instead of using multiple tools, they use Whatagraph to connect, visualize, and share their client’s data, while each client receives a link to a Whatagraph report which they can access from anywhere and at any time. \u003C/p>\u003Ch2>Tips & tricks to improve your client reporting\u003C/h2>\u003Cp>Here are some client-reporting best practices that will help you streamline the process and scale your productivity without sacrificing additional work hours. \u003C/p>\u003Ch3>1. Automate client reporting process\u003C/h3>\u003Cp>Whatagraph provides a feature that allows marketing agencies to streamline the process and automate report delivery to clients and stakeholders at the required time frequencies.\u003C/p>\u003Cp>Instead of sending each report manually, you can set up automated client reporting and have the report sent out without your interference. Still, you can add a review step to check all the details and add your notes and suggestions based on the current numbers. \u003C/p>\u003Cp>You can send reports regularly: weekly, bi-weekly, monthly, quarterly, or yearly, without ever looking at spreadsheets or Excel again. Regular reporting will help you retain the existing clients and build rapport with new ones.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/report_automation_b2c026c234.png\" alt=\"report automation\">\u003C/p>\u003Cp>Not only that, but \u003Ca href=\"https://whatagraph.com/blog/articles/automated-client-reporting\">automated client reporting\u003C/a> will save time, improve your client onboarding, help hit the milestones, and amaze your clients.\u003C/p>\u003Ch3>2. Create cross-channel reports.\u003C/h3>\u003Cp>Depending on the client’s goals, you may run different marketing campaigns (SEO and PPC).\u003C/p>\u003Cp>We want to offer you a perfect cross-channel marketing report that connects multiple data sources, such as Google Analytics 4, Facebook Ads, and Shopify. The best benefit is that you can easily highlight and compare how different key performance indicators and your marketing efforts are performing.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_1dc607ff26.png\" alt=\"cross channel report\">\u003C/p>\u003Ch3>3. White-label client reports.\u003C/h3>\u003Cp>Improve your client communication by creating a custom report with real-time performance metrics your client will want to look at.\u003C/p>\u003Cp>Change the feel of the report by altering colors, widgets, themes, graphs, and, most importantly, the domain and logo of the report. This way, you’ll create a more credible and professional look for your agency’s brand.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_0dab2ec49b.png\" alt=\"white label report\">\u003C/p>\u003Cp>Whatagraph offers the white-label feature for all client reports and dashboards you create. .\u003C/p>\u003Ch2>\u003Cstrong>Wrapping up\u003C/strong>\u003C/h2>\u003Cp>Creating amazing client reports is not rocket science. If you’re already using a client reporting tool, all it takes is a little bit of effort to make your custom reports stand out from the rest of the boring and bland agencies out there.\u003C/p>\u003Cp>Wondering how to get started? Sign up for Whatagraph and embrace the power of report automation. With 50+ integrations and data points, this reporting software allows you to report on any marketing segment with ease. \u003C/p>\u003Cp>Say goodbye to spreadsheets, save time with an effective client report template for every occasion, and see what it’s like to be loved by your clients. \u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial today\u003C/a> to get started!\u003C/p>","2022-07-07T17:08:21.000Z","2025-04-05T12:58:31.444Z","2024-06-12",{"id":930,"title":931,"slug":932,"summary":933,"body":934,"read_time":21,"createdAt":935,"updatedAt":936,"publishedAt":937,"errors":31,"table_of_contents":32,"dateReorder":938},2314,"Demonstrating Value To Clients: Tips For Marketing Agencies","demonstrating-value-to-clients","\u003Cp>Marketing agencies often excel at creating compelling campaigns, yet they find it challenging to demonstrate their value to clients convincingly. Despite their best efforts, many agencies struggle to present their contributions effectively, leading to client dissatisfaction and potential churn. \u003C/p>","\u003Cp>This disconnect can stem from using overly technical language, presenting data without context, or simply not highlighting the tangible business outcomes achieved.\u003C/p>\u003Cp>Understanding these pain points is the first step toward overcoming them. In this article, we'll explore actionable tips from seasoned agency experts on bridging the gap between delivering value and effectively demonstrating it. \u003C/p>\u003Ch2>Why agencies struggle to deliver and demonstrate value to clients?\u003C/h2>\u003Cp>Marketing agencies often struggle to deliver and demonstrate value to clients due to several key challenges:\u003C/p>\u003Ch3>Lack of clear communication\u003C/h3>\u003Cp>\u003Ci>Another mistake is leaving your clients in the dark by not communicating regularly and effectively. Neglecting to measure and report on clear, tangible outcomes. One must tell a story and not just present numbers. Agencies aren't consistent with reporting which leaves clients questioning the value of the service\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Dylan Hey - CEO @\u003C/strong>\u003Ca href=\"https://www.heydigital.co/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Hey Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Unclear objectives\u003C/strong>: When agencies and clients don't establish clear goals and expectations from the outset, it can lead to misunderstandings about what success looks like. Without a shared understanding of objectives, agencies may deliver results that clients perceive as irrelevant or insufficient.\u003C/p>\u003Cp>\u003Cstrong>Not understanding client needs\u003C/strong>: Effective communication helps agencies deeply understand the client's business, target audience, and specific challenges. Without this insight, agencies may develop strategies that are not fully aligned with the client's unique requirements.\u003C/p>\u003Cp>\u003Cstrong>Technical jargon\u003C/strong>: Agencies often use industry-specific terminology that clients may not understand. This can make reports and updates confusing, preventing clients from fully grasping the value of the work being done.\u003C/p>\u003Cp>To avoid this, marketers can use reporting solutions that allow them to easily \u003Ca href=\"https://whatagraph.com/organize\">change confusing metric names\u003C/a> and acronyms into something their clients can understand. \u003C/p>\u003Cp>\u003Cstrong>Gaps in reporting\u003C/strong>: Irregular or inconsistent reporting can leave clients feeling neglected and uncertain about the progress of their campaigns. Regular updates are crucial for keeping clients informed and engaged. \u003C/p>\u003Cp>\u003Cstrong>Lack of detailed reporting\u003C/strong>: Clients need detailed reports that explain not just what was done, but why it was done and how it impacted their goals. Without clear and transparent reporting, clients may struggle to see the connection between the agency’s activities and their business outcomes.\u003C/p>\u003Cp>\u003Cstrong>Data without interpretation\u003C/strong>: Presenting raw data without context doesn’t mean much to clients, as it can be difficult for them to grasp the significance of the results. Agencies need to explain what the data means, why it matters, and how it informs future strategies.\u003C/p>\u003Cp>Make sure to include comments and annotations with every report you send. Clients will be more engaged with the \u003Ca href=\"https://live.whatagraph.com/shared-template/52mkQ4dJMrxP1RLrLnKwN7GoWvazYDO3\">report that is organized in logical sections\u003C/a> which tell the story of data together with explanations. \u003C/p>\u003Cp>\u003Cstrong>Reactive communication: \u003C/strong>Agencies that wait for problems to arise or clients to raise concerns rather than proactively communicating about campaign progress and potential issues can appear unresponsive and disengaged.\u003C/p>\u003Cp>\u003Cstrong>Ignoring client Input\u003C/strong>: Effective communication includes listening to clients and incorporating their feedback. When agencies fail to create a two-way communication channel, they miss out on valuable insights that could improve campaign effectiveness.\u003C/p>\u003Ch3>Inability to quantify ROI\u003C/h3>\u003Cp>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Andreas Sandgren - CEO @\u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Market Solutions\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Multi-channel attribution challenges\u003C/strong>: Customers often interact with multiple touchpoints before making a purchase. Determining and demonstrating how specific marketing activities or channels (e.g., social media, email, paid ads) contributed to the final conversion is complex and challenging for some agencies.\u003C/p>\u003Cp>\u003Cstrong>Vanity metrics\u003C/strong>: Focusing on abstract metrics (e.g., impressions or engagements) rather than concrete business outcomes (e.g., revenue growth or lead generation) can make it hard for clients to see the real impact of marketing efforts.\u003C/p>\u003Cp>\u003Cstrong>Client data silos\u003C/strong>: Agencies often rely on clients to provide sales data and other performance metrics necessary to calculate ROI. If clients have disorganized data systems or are unwilling to share detailed data, it becomes difficult for agencies to perform accurate ROI calculations.\u003C/p>\u003Cp>\u003Cstrong>Inadequate data integration tools\u003C/strong>: Effective ROI measurement often requires integrating data from various sources (CRM systems, web analytics, social media platforms). Agencies may struggle with data integration issues that hinder accurate ROI calculations.\u003C/p>\u003Cp>Rather than using several different tools to integrate data from client’s marketing sources, use a \u003Ca href=\"https://whatagraph.com/integrations\">reporting solution that natively integrates data\u003C/a> from various marketing platforms and has multiple ways of connecting custom data. \u003C/p>\u003Ch3>Failure to customize strategies\u003C/h3>\u003Cp>\u003Ci>It’s pivotal that agencies don’t take a ‘one-size-fits-all’ approach to their service. While they can have some type of ‘template’ for how their processes work or a general list of what they can offer, every client should have a personalised approach.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Gareth Bull - Founder of\u003C/strong>\u003Ca href=\"https://bulldogdigitalmedia.co.uk/\">\u003Cstrong> Bulldog Digital Media\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Agencies that are rigid in their approach and unwilling to modify their strategies based on client feedback and changing market conditions can struggle to demonstrate value effectively.\u003C/p>\u003Cp>\u003Cstrong>Applying generic solutions\u003C/strong>: Agencies may use standardized strategies that don’t take into account the unique needs, goals, and challenges of each client. This lack of customization can lead to ineffective campaigns that don’t resonate with the target audience.\u003C/p>\u003Cp>\u003Cstrong>Disregarding industry differences\u003C/strong>: Different industries have distinct marketing dynamics and customer behaviors. A strategy that works well in one industry may not be effective in another. Without tailoring strategies, agencies risk missing out on industry-specific opportunities.\u003C/p>\u003Cp>\u003Cstrong>Inadequate research\u003C/strong>: Agencies may not invest enough time in understanding the client’s business, market, and competitive landscape. This leads to strategies that are not aligned with the client’s specific context and goals.\u003C/p>\u003Cp>\u003Cstrong>Using broad messaging\u003C/strong>: Without segmenting the audience and tailoring messages to different segments, agencies miss the opportunity to address the diverse needs and preferences within the client’s customer base. Personalization helps in creating more relevant and engaging content that can drive better results.\u003C/p>\u003Cp>By addressing these challenges with clear communication, transparent reporting, data-driven insights, and customized strategies, agencies can more effectively showcase their value and build stronger, more trusting relationships with their clients.\u003C/p>\u003Ch2>How agencies can demonstrate value to clients\u003C/h2>\u003Cp>Marketing agencies can demonstrate value to clients through several strategic approaches. \u003C/p>\u003Ch3>Clear communication\u003C/h3>\u003Cp>\u003Ci>Clearly communicate project plans and timelines, ensuring clients know what to expect and when. Consistently meet deadlines and focus on tangible deliverables that showcase your progress and achievements. \u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Josh Gazelka - Director of Account Management @\u003C/strong>\u003Ca href=\"https://thriveagency.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Thrive\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Align on goals early on\u003C/strong>: Establish and agree on clear, measurable goals at the outset of the engagement. Ensure both parties have a shared understanding of what success looks like. Maintain open lines of communication with regular updates and meetings to discuss progress, challenges, and adjustments.\u003C/p>\u003Cp>\u003Cstrong>Send regular updates\u003C/strong>: Frequent and transparent communication keeps clients informed about the status of their campaigns. Regular updates help clients see the ongoing work and progress, making the agency’s efforts more visible and appreciated.\u003C/p>\u003Cp>Also, you should set up robust performance measurement by focusing on:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Relevant metrics\u003C/strong> — which demonstrate the alignment of KPIs to the client’s business objectives. This relevance makes it easier to demonstrate how the agency’s work is contributing to the client’s success.\u003C/li>\u003Cli>\u003Cstrong>Contextual reporting\u003C/strong> — which goes extra length to explain what the numbers mean, why they are important, and how they impact the client’s goals makes the data more meaningful.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Be open about challenges\u003C/strong>: Being honest about challenges and how the agency plans to address them builds trust. Clients are more likely to value an agency that is transparent and proactive in problem-solving.\u003C/p>\u003Cp>\u003Cstrong>Make proactive adjustments\u003C/strong>: Clear communication allows for the timely identification of any deviations from the expected outcomes. This enables the agency to make proactive adjustments to strategies and tactics, ensuring continuous alignment with client goals.\u003C/p>\u003Cp>\u003Cstrong>Demonstrate tangible results\u003C/strong>: Breaking down long-term goals into short-term milestones and regularly communicating these achievements helps clients see continuous progress and incremental successes. Also, share case studies and examples of past successes with clear, goal-oriented outcomes to provide tangible evidence of the agency’s ability to deliver value.\u003C/p>\u003Cp>\u003Cstrong>Incorporate feedback\u003C/strong>: Regularly soliciting and incorporating client feedback ensures that strategies remain relevant and effective. This adaptability demonstrates the agency’s commitment to meeting the client’s evolving needs.\u003C/p>\u003Ch3>Transparent and detailed reporting\u003C/h3>\u003Cp>\u003Ci>Reporting. Clearly and transparently display the results from your campaigns, in addition, ensure that you include the work undertaken with commentary, and future work to be done. A bonus is to include any industry updates in reports to explain how things may impact them and how you are navigating them, such as new Google algorithm updates.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Matt Pyke - Founder @\u003C/strong>\u003Ca href=\"https://www.flyhighmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Fly High Media\u003C/strong>\u003C/a>\u003C/p>\u003Cp>By incorporating transparent and detailed client reporting, marketing agencies not only demonstrate their value, build stronger client relationships, and drive long-term client satisfaction and loyalty.\u003C/p>\u003Cp>\u003Cstrong>Offer comprehensive insights\u003C/strong>: Including a wide range of metrics (e.g., impressions, clicks, conversions, ROI) offers a comprehensive view of campaign performance. This detailed breakdown helps clients understand the full impact of the agency’s efforts. Additional context for the data, such as industry benchmarks, historical comparisons, and insights into what the metrics mean, helps clients grasp the significance of the results.\u003C/p>\u003Cp>\u003Cstrong>Align reports with client goals\u003C/strong>: Tailoring reports to focus on the KPIs and metrics that align with the client’s specific goals and objectives demonstrates that the agency is committed to achieving the client's desired outcomes.\u003C/p>\u003Cp>\u003Cstrong>Provide actionable insights\u003C/strong>: Providing actionable insights and recommendations based on the data helps clients make informed decisions about future strategies and investments. This proactive approach demonstrates the agency’s strategic value.\u003C/p>\u003Cp>\u003Cstrong>Present data visually\u003C/strong>: Use visual aids like graphs, charts, and dashboards to make complex data more accessible and understandable, helping clients quickly grasp key insights and trends.\u003C/p>\u003Cp>\u003Cstrong>Report regularly\u003C/strong>: Consistent and timely reporting ensures that clients are always informed about the status of their campaigns. This regularity demonstrates the agency’s accountability and reliability.\u003C/p>\u003Cp>A \u003Ca href=\"https://whatagraph.com/\">performance monitoring and reporting platform\u003C/a> will keep clients up to date with the latest developments, while saving time on manual reporting.   \u003C/p>\u003Cp>\u003Cstrong>Tailor the reporting formats\u003C/strong>: Customizing the format and content of reports to meet the specific needs and preferences of each client enhances the relevance and usefulness of the information provided.\u003C/p>\u003Cp>\u003Cstrong>Performance reviews\u003C/strong>: Scheduling regular performance reviews to discuss the reports in detail allows for open dialogue, feedback, and collaborative planning. This engagement reinforces the agency’s commitment to transparency and continuous improvement.\u003C/p>\u003Ch3>Tailored strategies and personalization\u003C/h3>\u003Cp>\u003Ci>Invest time in understanding their unique needs, setting clear expectations and providing tailored solutions that prioritise long term growth. Consistently communicate, educate and demonstrate - your value is in what you do, not what you say.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Sarah Tikfesis - CEO & Head of Operations @\u003C/strong>\u003Ca href=\"https://megaphone.com.au/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Megaphone\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Invest in client-specific research\u003C/strong>: Conduct thorough research on the client’s industry, market, and competitors. Understanding the client’s unique challenges and opportunities allows the agency to create highly relevant and effective strategies. \u003C/p>\u003Cp>Engage in detailed discussions with clients to understand their specific goals, pain points, and expectations. This helps in creating strategies that are aligned with their business objectives.\u003C/p>\u003Cp>\u003Cstrong>Create the client’s ICPs\u003C/strong>: Use data from research to segment the client’s audience and create personalized marketing messages for different segments. This ensures that the right message reaches the right audience, increasing the effectiveness of campaigns.\u003C/p>\u003Cp>\u003Cstrong>Develop custom strategies\u003C/strong>: Develop personalized marketing strategies that address the specific needs and goals of each client. Show how these strategies are designed to meet their unique challenges and opportunities.\u003C/p>\u003Cp>\u003Cstrong>Create personalized content\u003C/strong>: Create content that resonates with the client’s brand voice and appeals to their target audience. Personalized content can include customized emails, blog posts, social media updates, and more.\u003C/p>\u003Ch3>Continuous improvement and adaptation\u003C/h3>\u003Cp>\u003Ci>Constant learning, clear, open, transparent and honest communication, and making sure there is value to deliver. So never getting complacent – having processes in place to keep learning and always be able to come up with new ideas and experiments.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Liis Laisaar - Senior Google Ads Growth Strategist @\u003C/strong>\u003Ca href=\"https://holini.com/\">\u003Cstrong> Holini\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Stay ahead of industry trends and adopt innovative approaches to keep the client’s marketing efforts fresh and effective.\u003C/p>\u003Cp>\u003Cstrong>Show agility and flexibility\u003C/strong>: Prove your willingness to adapt and improve strategies based on performance data and changing market conditions. Highlight instances where adjustments have led to improved results. Actively seek client feedback and use it to refine and enhance marketing efforts.\u003C/p>\u003Cp>\u003Cstrong>Invest in technology and innovation\u003C/strong>: Use advanced marketing tools and technologies to provide deeper insights, better targeting, and more efficient campaign management, such as:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Predictive analytics\u003C/strong>: Utilize predictive analytics to forecast future trends and outcomes, allowing agencies to proactively identify opportunities and mitigate risks for clients. Predictive models can help clients make informed decisions and stay ahead of the curve.\u003C/li>\u003Cli>\u003Cstrong>AI-powered Personalization\u003C/strong>: Implement AI-powered personalization strategies to deliver hyper-targeted marketing messages and experiences to clients' audiences. By leveraging machine learning algorithms, agencies can optimize content and messaging for maximum impact, driving higher engagement and conversions.\u003C/li>\u003Cli>\u003Cstrong>Data visualization and storytelling\u003C/strong>: Use advanced data visualization techniques to transform complex data sets into compelling narratives and visual stories. By presenting data in visually engaging formats, agencies can help clients gain deeper insights and make more informed decisions.\u003C/li>\u003C/ul>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Demonstrating value to clients is not just about showing favorable metrics — it's about building lasting relationships and continually adapting to meet their evolving needs. By leveraging data-driven insights, using innovative technologies, and maintaining clear, transparent communication, marketing agencies can go beyond mere service providers to become indispensable partners in their clients' success.  \u003C/p>\u003Cp>\u003Cbr>Find more client retention strategies, expert guides, and resources on our \u003Ca href=\"https://whatagraph.com/agency-hub\">Agency Hub page\u003C/a>.\u003C/p>","2024-06-14T13:04:31.867Z","2024-07-01T07:40:51.771Z","2024-06-14T13:07:09.184Z","2024-06-14",{"id":940,"title":941,"slug":942,"summary":943,"body":944,"read_time":945,"createdAt":946,"updatedAt":947,"publishedAt":946,"errors":510,"table_of_contents":32,"dateReorder":948},1925,"Marketing Agency Processes: An Ultimate Guide","agency-process","\u003Cp>Marketing agencies are often challenged to balance creativity with efficiency. Understanding and optimizing your agency's processes is crucial for success. This guide offers comprehensive insights into the core marketing agency processes that keep an agency running smoothly. \u003C/p>","\u003Cp>We’ll explore each step in detail, providing practical tips and best practices along the way. By the end of this guide, you’ll have a clear roadmap for improving your agency operations while maintaining creativity and delivering exceptional results for your clients.\u003C/p>\u003Ch2>Understanding marketing agency processes\u003C/h2>\u003Cp>Having well-defined marketing agency processes ensures that tasks are completed efficiently, consistently, and to a high standard, which eventually leads to better client satisfaction and business success.\u003C/p>\u003Cp>However, some of these processes will inevitably vary from agency to agency. While client onboarding and performance tracking will be shared, campaign planning in a creative agency will be different from the same advertising agency process. \u003C/p>\u003Ch3>What is an agency process?\u003C/h3>\u003Cp>An agency process refers to the pre-set framework and procedures that a marketing agency uses to \u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">complete its goals\u003C/a>. These processes include different aspects of running an agency business such as:\u003C/p>\u003Cul>\u003Cli>Roles and responsibilities across teams\u003C/li>\u003Cli>Stakeholders involved in meeting goals\u003C/li>\u003Cli>Technology that is used\u003C/li>\u003Cli>Documenting project progress \u003C/li>\u003Cli>Measuring and tracking goals\u003C/li>\u003Cli>Client communication and updates\u003C/li>\u003C/ul>\u003Cp>Unlike agency workflows, which focus on steps that bring a project from idea to completion, processes provide a structure that allows your agency to reach larger business goals. \u003C/p>\u003Ch2>Common challenges marketing agencies face in managing their processes\u003C/h2>\u003Cp>Let’s start by identifying the typical challenges that prevent agencies from setting up effective processes.\u003C/p>\u003Ch3>Lack of standardization\u003C/h3>\u003Cp>Inconsistent procedures can lead to variability in project quality and efficiency. Without standardized procedures, the quality of work can vary significantly from project to project. Different team members may follow their own methods, leading to inconsistent \u003Ca href=\"https://www.teamwork.com/glossary/deliverables/\" target=\"_blank\" rel=\"noopener noreferrer\">deliverables\u003C/a>. As a result of inconsistent work, clients may lose trust in the agency’s expertise, which can further harm the agency’s reputation.\u003C/p>\u003Cp>Lack of standardized procedures can also lead to time wastage and duplication of efforts, as team members may unknowingly repeat tasks that have already been completed. In another scenario, the entire team may spend too much time on tasks that could be optimized.  \u003C/p>\u003Cp>Even onboarding new team members is challenging without standardized agency procedures. Each team member may receive different instructions, which leads to confusion and inefficiency. \u003C/p>\u003Cp>This confusion becomes more evident as the agency grows and takes on more clients to manage. The lack of standardized procedures makes it difficult to manage multiple clients and campaigns effectively, without sacrificing the creativity and quality of work. \u003C/p>\u003Ch3>Communication breakdowns\u003C/h3>\u003Cp>Poor communication within the team or with clients can result in misunderstandings and project delays. For example, clients may have unclear expectations, while team members may have a different understanding of project goals. Teams may prioritize different tasks, which leads to fragmented efforts, delays, and inconsistent results. \u003C/p>\u003Cp>Another problem with ineffective communication is that it may create isolated silos, where each department works separately instead of collaborating. Finally, poor communication harms team spirit, making it difficult for teams to work together effectively, especially in a fully remote environment. \u003C/p>\u003Cp>When instructions are not communicated clearly, errors are more likely to occur. This can lead to significant rework, which, in return, wastes additional time and resources. Inadequate communication also blurs the status of tasks and projects, making it difficult for team leads to monitor progress and identify issues early. \u003C/p>\u003Ch3>Poor resource management\u003C/h3>\u003Cp>Balancing workloads and ensuring the optimal use of resources can be difficult without clear processes. When resources, particularly staff, are overworked due to poor management, it leads to burnout, decreased morale, and reduced productivity. On the other hand, underutilized staff may feel not valued enough or demotivated. \u003C/p>\u003Cp>Marketing agencies that have difficulties managing time risk missed deadlines and delays in project delivery. This way, ineffective time management often results in last-minute fixes that compromise the quality of work.\u003C/p>\u003Cp>Without effective budget management, projects can easily exceed their financial limits, leading to reduced profitability. On the other hand, limited budgets can result in insufficient resources being allocated to client campaigns, putting their success at risk. \u003C/p>\u003Cp>Agencies that fail to use the available tools and technologies to their full potential can also miss opportunities to streamline their processes. Conversely, using too many tools without reliable integrations can complicate and slow down workflows. \u003C/p>\u003Cp>Ampilio is just one example of an agency that used less-than-ideal technology for its data monitoring and client reporting. This marketing agency from Sweden used Looker Studio and an array of third-party connectors that kept breaking off and slowing down the performance. This situation compromised both the accuracy of reports and the agency reputation in the eyes of clients. Here’s a full story on \u003Ca href=\"https://whatagraph.com/case-studies/ampilio\">how Ampilio managed to streamline their client reporting process\u003C/a>. \u003C/p>\u003Cp>Poor resource management often prompts marketing agencies to operate reactively and deal with problems when they arise instead of proactively planning and strategically distributing resources. \u003C/p>\u003Ch3>Failing to adapt\u003C/h3>\u003Cp>Keeping processes flexible enough to adapt to changing client needs and market conditions while maintaining efficiency. Relying on outdated processes and technologies can lead to inefficiencies and wasted resources. \u003C/p>\u003Cp>Why is flexibility important?\u003C/p>\u003Cp>Because relying on outdated processes and technologies may be prone to errors and inconsistencies that modern solutions can easily address. \u003C/p>\u003Cp>Here’s an example of how an ad agency process can be improved:\u003C/p>\u003Cul>\u003Cli>An advertising agency optimizes the user journey using insights from Google Analytics 4 reports. However, GA4 sometimes samples data from large data sets to cut the querying time – which can lead to inaccurate data in reports.\u003C/li>\u003Cli>By moving the Google Analytics 4 data to a data warehouse and integrating data to a proper reporting solution, a marketing agency is able to overcome the inefficient GA4 reports and replace them with a much more flexible Google Analytics 4 dashboard that always presents accurate client data.\u003C/li>\u003C/ul>\u003Cp>Technology aside, client expectations also evolve rapidly. Agencies that fail to meet new demands, such as AI-assisted insights and forecasting, risk client dissatisfaction and churn. Clients may be more inclined towards competitors who embrace innovation and offer better solutions. \u003C/p>\u003Ch3>Technology integration\u003C/h3>\u003Cp>Marketing agencies should ensure that various tools and platforms integrate smoothly to support the processes. When different tools and systems are not integrated, they create silos within the agency. \u003C/p>\u003Cp>This lack of integration between tools can result in duplicate data, inconsistencies across systems, and even inaccurate or outdated data that undermines decision-making.\u003C/p>\u003Cp>The teams may turn to manual data transfers between non-integrated systems, using spreadsheets, which only increases the risk of errors and compromises the reliability of information. \u003C/p>\u003Cp>Without seamless integration between the agency tools, employees spend more time on administrative tasks such as data entry and report generation, which leaves them less time for strategic and creative activities.\u003C/p>\u003Cp>To make the problem worse, when data is scattered across multiple unintegrated systems, getting a comprehensive view of clients’ campaigns, performance metrics, and overall agency health becomes challenging. \u003C/p>\u003Cp>An elegant solution is to use an overview dashboard, which brings data from multiple channels, campaigns, and locations into one unified view, automatically highlighting metrics that reach targets or limits. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Overview_feature_05027fd630.png\" alt=\"Use Overview for cross-campaign reporting\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>The Agency Overview dashboard created in Whatagraph\u003C/i>\u003C/p>\u003Cp>Incompatibility between marketing platforms and manual workarounds can also impact client satisfaction. Clients may want real-time updates and insights, which are difficult to provide without integrated reporting solutions. \u003C/p>\u003Cp>A solution would be \u003Ca href=\"https://whatagraph.com/live-dashboards\">a live dashboard\u003C/a> that clients can access using a provided link at any time and from anywhere. All marketing tools that provide source data are natively integrated with the dashboard, so no time is wasted on manual transfers. \u003C/p>\u003Cp>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Andreas Sandgren - CEO @ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Finally, there’s the scalability challenge. As the agency grows, it may find it difficult to integrate more systems and data sources, creating a bottleneck. Managing larger volumes of data (i.e. serving a larger number of clients) will inevitably strain resources and reduce the effectiveness of any marketing agency that fails to integrate client’s marketing platforms into its data stack. \u003C/p>\u003Ch2>How to set up key marketing agency processes?\u003C/h2>\u003Cp>Let’s now dive deeper into the key digital marketing agency processes that keep the wheels turning and the business thriving. This is a step-by-step guide on how to properly set up the essential digital marketing agency processes. \u003C/p>\u003Ch3>1. Client onboarding\u003C/h3>\u003Cp>An effective client onboarding process is vital for marketing agencies to build strong relationships with new clients, set clear expectations, and ensure smooth cooperation. \u003C/p>\u003Cp>On one hand, it keeps clients valued and informed, and on the other, it allows the agency to collect essential information about the client's business and align on the goals. \u003C/p>\u003Cp>\u003Cstrong>How to set up an effective client onboarding process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Pre-onboarding preparation\u003C/strong>: Prepare a welcome packet that includes an introduction to your agency, key team members, contact information, and an overview of the services. Run an internal briefing with your team to review the client’s background, industry, and \u003Ca href=\"https://niftypm.com/blog/what-is-project-scope/\" target=\"_blank\" rel=\"noopener noreferrer\">initial project scope\u003C/a>. \u003C/li>\u003Cli>\u003Cstrong>Initial client meeting: \u003C/strong>Schedule a kickoff call to introduce the team, discuss the project scope, and set expectations. Ensure all key stakeholders from both sides are present. Also, send a detailed questionnaire before the call to gather important information about the client’s business, goals, target audience, and competitors.\u003C/li>\u003Cli>\u003Cstrong>Prepare documentation and contracts\u003C/strong>: Make sure the client has reviewed and signed the service agreement or contract outlining the terms of engagement, deliverables, timelines, and pricing. If necessary, include a non-disclosure agreement (NDA) to protect sensitive information.\u003C/li>\u003Cli>\u003Cstrong>Project planning and timelines\u003C/strong>: The client onboarding is the stage where you need to develop a detailed project plan that includes key milestones, timelines, and responsibilities. Once finished, share this plan with the client for feedback and approval.\u003C/li>\u003Cli>Next, you should establish a communication plan that outlines how often updates will be provided, preferred communication channels, and points of contact.\u003C/li>\u003Cli>\u003Cstrong>Set access to shared resources: \u003C/strong>Set up access to necessary tools and platforms for both you and the client. This includes the project management software, shared drives, and communication stools. Collect any resources the client can provide, such as brand guidelines, previous marketing materials, and access to analytics platforms.\u003C/li>\u003Cli>\u003Cstrong>Onboarding deliverables: \u003C/strong>Create a discovery report summarizing the information you gathered about the client’s business and industry. This would be a good point to present an initial marketing strategy or plan that outlines the proposed approach, tactics and outcomes. \u003C/li>\u003Cli>\u003Cstrong>Maintain regular check-ins\u003C/strong>: Schedule regular check-ins to provide updates on progress, address any concerns, and gather feedback from the client. Provide monthly reports with detailed performance metrics, campaign status, and adjustments or recommendations for the strategy. \u003C/li>\u003C/ul>\u003Cp>\u003Ci>Invest time in understanding their unique needs, setting clear expectations and providing tailored solutions that prioritise long term growth. Consistently communicate, educate and demonstrate - your value is in what you do, not what you say.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Sarah Tikfesis - CEO & Head of Operations @\u003C/strong>\u003Ca href=\"https://megaphone.com.au/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Megaphone\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Best practices for client onboarding\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Maintain open and transparent communication throughout the onboarding process to build trust and ensure alignment.\u003C/li>\u003Cli>Adapt the onboarding experience to clients' specific needs and preferences to make them feel valued and understood.\u003C/li>\u003Cli>Ensure that all onboarding materials reflect your agency’s brand identity and values to create a consistent client experience. For an extra length, you can use a white-label reporting tool to build reports with the client’s branding so they feel valued from the very start. \u003C/li>\u003Cli>Thoroughly document all communications, agreements, and project details to provide a clear reference point for both the agency and the client.\u003C/li>\u003Cli>Follow the agreed timelines and promptly address any issues or concerns that arise during the onboarding process.\u003C/li>\u003C/ol>\u003Ch3>2. Campaign planning and strategy \u003C/h3>\u003Cp>The next process an agency needs to tackle is the plan on how to deliver measurable results to clients. A well-structured planning process ensures that client goals are defined and achievable, while all team members are aligned. \u003C/p>\u003Cp>\u003Cstrong>How to plan efficient campaigns and strategies\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Send clients a questionnaire\u003C/strong>: You can do this during the initial client consultation. A detailed questionnaire can tell you a lot about the clients’ marketing history, specific objectives, and current efforts. \u003C/li>\u003Cli>\u003Cstrong>Analyze the market and competitors\u003C/strong>: Run deep market research to understand industry trends, customer behavior, and market opportunities. You should also analyze the strategies of the client’s top competitors. What are their strengths and weaknesses? How do they position themselves? Are there any gaps that your client can fit? \u003C/li>\u003Cli>\u003Cstrong>Define goals and objectives\u003C/strong>: Work together with clients to define Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals. The key performance indicators that you establish for measuring the marketing strategy at this point should align with the client’s business objectives. \u003C/li>\u003Cli>\u003Cstrong>Segment the client’s audience: \u003C/strong>Segment the client’s target audience based on demographics, behavior, and needs. Develop detailed buyer personas that represent the key segments of the target audience. This includes defining their pain points, motivations, and decision-making process. \u003C/li>\u003Cli>\u003Cstrong>Formulate the strategy\u003C/strong>: Define the client’s unique value proposition that stands out from the competitors and resonates with their target audience. What are the client’s most effective marketing channels based on audience behavior and campaign objectives— social media, email, PPC, SEO? Apart from selecting the most promising channels, you should develop a content creation strategy that would outline the types of content you need to reach the target audience.   \u003C/li>\u003Cli>\u003Cstrong>Plan out each campaign: \u003C/strong>Define the specific objectives for each campaign to make sure they align with the overall marketing goals. It’s also important to determine the budget for each campaign and allocate resources accordingly. Next, you should develop a detailed timeline with key milestones and deadlines so each campaign is executed on time. \u003C/li>\u003Cli>\u003Cstrong>Plan campaign executions\u003C/strong>: This is the part where you assign tasks to team members based on their expertise and availability. A project management tool can help you manage workflows, monitor progress, and ensure all the tasks are completed on time. Use collaboration tools to add an extra layer of coordination among team members. \u003C/li>\u003Cli>\u003Cstrong>Monitor and optimize: \u003C/strong>Use\u003Cstrong> \u003C/strong>marketing analytics tools to monitor the performance of marketing campaigns in real time. Also, you should provide the client with regular reports that let you easily highlight key metrics and insights. However, you should continuously analyze data to identify opportunities for improvement and optimize strategies for better performance. \u003C/li>\u003Cli>\u003Cstrong>Review and adjust\u003C/strong>: It goes without saying that you should run regular performance reviews with the clients to discuss results, insights, and areas for improvement. To ensure that your strategies are effective in the long run, adjust them periodically based on performance data, market changes, and client feedback.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Ensure strategic plans are aligned to business goals, not just serving more ads on the internet or selling products/services that need to be strategically aligned.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Brian Maher - Director @\u003C/strong>\u003Ca href=\"https://www.adaptiveco.io/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Adaptive\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Best practices for planning and strategy development\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Base all strategic decisions on data and insights, not on assumptions.\u003C/li>\u003Cli>Involve the client in different stages of the planning process to ensure buy-in. \u003C/li>\u003Cli>Be ready to adapt strategies to changing market conditions and new data.\u003C/li>\u003Cli>Keep detailed documentation of all plans, strategies, and processes to ensure clarity.\u003C/li>\u003Cli>Keep the pace with industry trends, new technologies and best practices.\u003C/li>\u003C/ol>\u003Ch3>3. Creative development\u003C/h3>\u003Cp>This marketing agency process is essential for producing high-quality create work that meets client objectives. \u003C/p>\u003Cp>\u003Cstrong>How to set up an effective creative process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Start with client briefing\u003C/strong>: There’s a good reason why many creative agency processes start with gathering detailed information from clients. In the case of creative work, you want to learn as much as possible about the target audience, key messages, brand guidelines, and specific requirements. Your agency’s creative team should meet with the client to clarify the brief, discuss expectations, and answer any questions. \u003C/li>\u003Cli>\u003Cstrong>Conduct your research\u003C/strong>: The goal of this research is to understand industry trends, competitor’s creative work, and the preferences of the target audience. Mood boards can help you visualize creative direction and gather ideas that resonate with the client’s brand and objectives. \u003C/li>\u003Cli>\u003Cstrong>Develop the concept\u003C/strong>: Set up brainstorming sessions where your creative team can generate various ideas. Encourage open and collaborative discussion. The goal of these sessions is to present the client with multiple options for feedback. Be open to client input and make revisions where needed. Once \u003Ca href=\"https://www.markup.io/blog/project-approval-process/\" target=\"_blank\" rel=\"noopener noreferrer\">the approval process\u003C/a> is through, you can move to the next stage. \u003C/li>\u003Cli>\u003Cstrong>Creative execution\u003C/strong>: Expand the approved concept into detailed designs, together with all necessary components such as graphics, copy, layouts, and multimedia. Make sure designers, copywriters, and other creative roles collaborate in order to keep the consistency of the final design. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Best practices for creative development\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Be flexible and open to changes in approach based on client feedback.\u003C/li>\u003Cli>Ensure consistency in creative work by following the brand guidelines and maintaining a uniform visual and messaging style.\u003C/li>\u003Cli>Keep detailed documentation of all creative briefs, client feedback, revisions, and approvals to ensure clarity and accountability.\u003C/li>\u003C/ol>\u003Ch3>4. Performance tracking and reporting\u003C/h3>\u003Cp>An efficient performance tracking and reporting process is essential for marketing agencies to measure the effectiveness of their campaigns, \u003Ca href=\"https://whatagraph.com/blog/articles/demonstrating-value-to-clients\">demonstrate value to clients\u003C/a>, and make data-driven decisions. \u003C/p>\u003Cp>\u003Cstrong>How to set up an efficient performance tracking and reporting process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Define objectives and key metrics\u003C/strong>:\u003Cstrong> \u003C/strong>The KPIs that you will use to measure the success of your campaigns may include conversion rate, engagement rate, return on investment (ROI), and customer acquisition cost (CAC).\u003C/li>\u003Cli>\u003Cstrong>Select tracking tools and platforms: \u003C/strong>Choose the appropriate analytics tools, such as Google Analytics, Matomo, Adobe Analytics, or other tools, to track and measure performance. Marketing automation platforms like HubSpot or Salesforce can help you integrate data from your email and e-commerce tools for a unified campaign view. \u003C/li>\u003Cli>\u003Cstrong>Create custom dashboards\u003C/strong>: Your clients may use a variety of marketing channels — from web analytics to social media to paid advertising. You may also work on improving their organic search performance for selected keywords. However, there’s a point when this abundance of data is difficult both to monitor and report. \u003C/li>\u003C/ul>\u003Cp>In this case, you should use a dedicated marketing performance monitoring and reporting platform.\u003C/p>\u003Cp>Whatagraph allows agency users to easily create custom dashboards for every client using pre-made templates, highlighting the goals and showcasing the running campaigns with metrics from tools that are specific to each client. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_dashboard_e5f1bb5e28.png\" alt=\"Agency dashboard in Whatagraph\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Agency Dashboard created in Whatagraph\u003C/i>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Collect and organize data\u003C/strong>: To create unified views, you should consolidate data from scattered sources into a single unified system. Luckily, you don’t need to have a data analyst to do that. Whatagraph lets you create custom rules to organize data so it’s easier both to analyze and present to clients. \u003C/li>\u003C/ul>\u003Cp>For example, you can group countries into tiers, unify metrics names from different tools to get a total value or give more understandable names to metrics that appear too technical for clients. \u003C/p>\u003Cp>The capability to see the granular data comes in handy when you need to monitor marketing data from over 200 venues spread across Europe, divided by brand names and custom styles. \u003C/p>\u003Cp>Rekom Group, a multinational player in the nightlife industry uses Whatagraph to connect scattered marketing data under one roof and present the insights through cross-channel dashboards, for both \u003Ca href=\"https://whatagraph.com/templates/executive-report\">executive-level reports\u003C/a> and more granular-analytics. Here’s a full \u003Ca href=\"https://whatagraph.com/case-studies/rekom-group\">case study of Rekom Group’s success\u003C/a> in managing marketing data. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Analyze the insights\u003C/strong>: Use the collected data to evaluate campaign performance against the defined objectives and KPIs. Identify trends, patterns, and anomalies in the data to gain a deeper knowledge of the campaign's effectiveness. Translate this data into actionable insights and recommendations for optimizing future campaigns. \u003C/li>\u003Cli>\u003Cstrong>Report regularly\u003C/strong>: Set up a regular reporting schedule, e.g. weekly, monthly, \u003Ca href=\"https://whatagraph.com/blog/articles/end-of-quarter-reporting\">quarterly\u003C/a>, based on client preferences and campaign needs. For this, you should develop standardized report formats which clearly present key metrics, insights, and recommendations. Use visualizations like charts, graphs, and dashboards to make data easily accessible and understandable. \u003C/li>\u003C/ul>\u003Cp>Still, reporting to clients shouldn’t take much of your account managers’ time, especially if you use a reporting solution that allows you to automate the way you share reports. \u003C/p>\u003Cp>Once you agree on the report format and sources that it includes, you can automate the whole process. The data will refresh automatically before each scheduled send-out, while you can add a review step to add personal recommendations or explanations for a specific table or chart. \u003C/p>\u003Cp>\u003Ci>Clearly and transparently display the results from your campaigns, in addition, ensure that you include the work undertaken with commentary, and future work to be done. A bonus is to include any industry updates in reports to explain how things may impact them and how you are navigating them, such as new Google algorithm updates.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Matt Pyke - Founder @\u003C/strong>\u003Ca href=\"https://www.flyhighmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Fly High Media\u003C/strong>\u003C/a>\u003C/p>\u003Cp>By automating much of the reporting process, you not only eliminate repetitive tasks but also give your account executives more time to win new business. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve continuously: \u003C/strong>A successful agency benchmarks performance against industry standards and past campaign results to set realistic goals and expectations. Use A/B testing to continuously experiment with different strategies and tactics and identify what works best. Also, establish a feedback loop with clients so you can gather their input and adjust strategies based on their insights. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Best practices for performance tracking and reporting\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Automate data collection and reporting processes where possible to save time and reduce the risk of errors.\u003C/li>\u003Cli>Customize reports to meet the specific needs and preferences of each client, focusing on the metrics that matter most to them.\u003C/li>\u003Cli>Keep the tracking and reporting processes consistent to ensure comparability of data over time.\u003C/li>\u003Cli>Educate clients about key metrics and the importance of data-driven decision-making.\u003C/li>\u003C/ol>\u003Cp>Check out our \u003Ca href=\"https://whatagraph.com/blog/articles/agency-reporting-tips\">guide for more agency reporting tips\u003C/a>. \u003C/p>\u003Ch3>5. Client communication and relationship management\u003C/h3>\u003Cp>Strong \u003Ca href=\"https://whatagraph.com/blog/articles/building-trust-with-clients\">client relationships build trust\u003C/a>, improve client satisfaction, and lead to long-term partnerships. It can be argued that everything that is said plays a role in client satisfaction, but let’s just cross the few remaining T’s in the client management area.  \u003C/p>\u003Cp>\u003Cstrong>How to set up an efficient client communication and relationship management process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Define communication protocols\u003C/strong>: Agree on preferred communication channels for different types of interactions and set clear guidelines for response times. This will ensure timely and constant communication. Also establish a schedule for regular updates, such as weekly status emails, bi-weekly check ins, or monthly performance reports. \u003C/li>\u003Cli>\u003Cstrong>Build client relationships\u003C/strong>: Organize client appreciation events, webinars, or workshops to engage clients and demonstrate value beyond project work. Also, send personalized messages, holiday greetings, and appreciation notes to strengthen client relationships. Schedule regular check-ins outside of project updates to discuss the client’s broader business goals and how the agency can support them. \u003C/li>\u003C/ul>\u003Cp>\u003Ci>Marketing agencies can elevate their client relationships by setting realistic and measurable goals, deep diving into the client's business needs. They can achieve that through active listening and continuous share of insights between both parties.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Liliana Reis - Marketing & Brand Consultant @ \u003C/strong>\u003Ca href=\"https://wisepirates.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Wise Pirates\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Best practices for client communication and relationship management\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Maintain transparent communication to build trust and foster a collaborative partnership.\u003C/li>\u003Cli>Keep the messaging and updates consistent to avoid confusion and keep clients well-informed.\u003C/li>\u003Cli>Be proactive in addressing potential issues, providing updates, and suggesting improvements.\u003C/li>\u003Cli>Show empathy and understanding towards client concerns and needs, demonstrating genuine interest in their success.\u003C/li>\u003C/ol>\u003Ch3>6. Talent acquisition\u003C/h3>\u003Cp>An efficient talent acquisition process ensures that the agency can quickly fill roles with qualified candidates who fit the company culture and meet the skill requirements.\u003C/p>\u003Cp>\u003Cstrong>How to set up a structured talent acquisition process in an agency?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Define hiring needs and roles\u003C/strong>: Assess current and future hiring needs based on project demands and agency growth plans. This includes clearly defined job roles, responsibilities, and skills. You can make it easier by defining detailed job descriptions for each position.\u003C/li>\u003Cli>\u003Cstrong>Keep your values visible\u003C/strong>: Maintain an attractive and informative careers page on your agency’s website. Use social media to promote the agency as a great place to work. Potential candidates should be able to grasp all the benefits of joining you even before they hop on an interview.  \u003C/li>\u003Cli>\u003Cstrong>Set up a recruitment strategy\u003C/strong>: Think of the best sourcing channels — job boards, social media, recruitment agencies, or platforms specific to your industry. Implement an employee referral program so you can encourage current employees to refer qualified candidates from their pool of connections. \u003C/li>\u003Cli>\u003Cstrong>Structure the interview process\u003C/strong>: Develop structured interview guidelines with standardized questions so each candidate gets a fair chance. You should include multiple team members in the interview process to get a well-rounded view of the candidates. Don’t forget to include practical skills assessment by giving each candidate a task relevant to their role. \u003C/li>\u003Cli>\u003Cstrong>Decision making\u003C/strong>: Use consistent evaluation criteria to compare candidates and make decisions. Discuss with team members who they think is the best candidate for the role. At the end, forward a formal letter to the selected candidate, outlining the role, salary, and benefits. \u003C/li>\u003Cli>\u003Cstrong>New hire onboarding\u003C/strong>: Provide new hires with necessary information and resources before their start date. Introduce them to the agency’s culture, processes, and teams. You should have \u003Ca href=\"https://peoplemanagingpeople.com/recruitment/employee-onboarding/\" target=\"_blank\" rel=\"noopener noreferrer\">a structured onboarding plan\u003C/a> that includes training and integration activities that would help new hires settle in and become productive quickly. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Best practices for talent acquisition\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Proactively source candidates even when there are no immediate openings to build a strong talent pipeline.\u003C/li>\u003Cli>Prioritize diversity and inclusion in the recruitment process to build a more innovative and effective team.\u003C/li>\u003Cli>Clearly communicate the agency’s employer value proposition to attract top talent.\u003C/li>\u003Cli>Maintain relationships with past candidates and potential future hires to keep the talent pipeline active.\u003C/li>\u003C/ol>\u003Ch2>FAQs\u003C/h2>\u003Cp>\u003Cstrong>1. What are agency processes?\u003C/strong>\u003C/p>\u003Cp>Agency processes are pre-set procedures and frameworks that agencies use to complete their goals. These processes include different aspects of running an agency such as client relation management, campaign and strategy planning, performance tracking, talent acquisition, and more. \u003C/p>\u003Cp>\u003Cstrong>2. What is the process of a marketing agency?\u003C/strong>\u003C/p>\u003Cp>The process of a marketing agency is a structured framework that you can depend on while successfully executing different marketing agency operations like creative development, hiring new talent, \u003Ca href=\"https://whatagraph.com/blog/articles/agency-client-retention\">retaining existing clients\u003C/a>, winning new clients, etc. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Tuning marketing agency processes can be overwhelming, but with the right approach, agencies can streamline their operations, improve client satisfaction, and achieve remarkable results. \u003C/p>\u003Cp>As you refine and optimize client onboarding, campaign planning, and performance tracking, you’ll discover that clear and consistent communication, data-driven actions, and innovation are the winning combination for your agency growth. \u003C/p>\u003Cp>And while building relationships and planning strategies take time, use the opportunity to save time wherever possible. \u003C/p>\u003Cp>Sign up for a \u003Ca href=\"https://live.whatagraph.com/auth/register\">free trial of Whatagraph\u003C/a> and see how much time you can save on connecting scattered data and reporting. \u003C/p>",4,"2020-02-14T11:08:45.000Z","2025-06-23T13:04:18.519Z","2024-06-26",{"id":950,"title":951,"slug":952,"summary":953,"body":954,"read_time":21,"createdAt":955,"updatedAt":956,"publishedAt":955,"errors":510,"table_of_contents":32,"dateReorder":957},2065,"How to Create SEO Reports for Clients: The Ultimate SEO Reporting Guide","build-detailed-seo-reports","\u003Cp>SEO has been one of the most popular marketing disciplines for more than a decade now, and for good reason. It provides an excellent return on investment and is more sustainable than any other paid marketing option in the long run.\u003C/p>","\u003Cp>It’s no surprise that so many agencies specialize in SEO. On the other hand, countless potential clients are looking for SEO services. And if you run an agency, you know there are some hurdles with SEO clients. Primarily, the reporting.\u003C/p>\u003Cp>Today, we’ll show you how to create a beautiful, functional SEO report for clients that they will understand immediately. That way, your job will be easier, and your clients can make smarter business decisions. Oh, we’ll also include an SEO report template.\u003C/p>\u003Cp>Let’s get started.\u003C/p>\u003Ch2>What are SEO reports?\u003C/h2>\u003Cp>SEO reports are documents that provide insights into different SEO performance metrics and KPIs. These reports help your clients understand the effectiveness of your SEO strategies while keeping them up to date with the progress of your SEO campaigns. This way, they can make more informed decisions about future campaigns and budget allocation.\u003C/p>\u003Ch2>What is SEO reporting?\u003C/h2>\u003Cp>\u003Cspan style=\"color:rgb(31,31,31);\">SEO reporting is collecting data and presenting insights on your website’s SEO performance. It helps you discover which SEO marketing efforts are working and recommend opportunities for improvement. For example, using specific keywords for organic search or building backlinks to specific pages.\u003C/span>\u003C/p>\u003Cp>You can publish SEO-optimized content regularly, use off-page SEO tactics to build backlinks to your client’s sites and run other initiatives to improve their keyword rankings and boost their organic traffic. \u003C/p>\u003Cp>However, the short-term results may not always impress clients. Seeing any ROI from SEO campaigns takes time, and traffic tends to fluctuate over time, making proving results even more difficult. \u003C/p>\u003Cp>This is where SEO marketing reporting comes into play. A good SEO analytics report can show your success over time and prove that your efforts will deliver long-term results. A basic SEO report gives your clients a high-level overview of the key metrics that display how your website is performing in the organic search.\u003C/p>\u003Cp>Which brings us to the next question…\u003C/p>\u003Ch2>How do I present an SEO report to a client?\u003C/h2>\u003Cp>When you’ve spent a month working on your clients’ SEO campaigns, you must be thinking: \u003C/p>\u003Cul>\u003Cli>How to present all the results in a report that the client will actually read and understand?\u003C/li>\u003Cli>How to do SEO reporting without wasting an entire week copying and pasting tables and charts from different SEO tools and platforms?\u003C/li>\u003C/ul>\u003Cp>The key is not to complicate things with extra metrics in an attempt to impress clients. Instead, you should clearly state what your clients are really interested in:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Has your agency made any progress toward its SEO campaign goals?\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>You can add the goal tracker widget at the very top of your report and several metrics widgets to show the summary of the month’s performance. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>What have you been doing in the past month to reach their goals, and what impact has it had?\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Add written annotations throughout the reports to highlight the key milestones and explain your data in simple English. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>What will you do to remove the roadblocks and drive more traffic?\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Even if the results aren’t what you’d like them to be, show your client that you’re on track to solving any SEO issues. \u003C/p>\u003Cp>When presenting your SEO report to clients, always make the report more about their goals than your results. To achieve this, you need to know who your clients are. Are they marketing professionals themselves, or just business owners who don’t have time to dabble with SEO analytics themselves? \u003C/p>\u003Cp>While analytics is always an important part of search engine optimization reporting, remember that clients don’t always need to see everything. Which brings us to the next question… \u003C/p>\u003Ch2>How often should you send SEO reports to your clients?\u003C/h2>\u003Cp>There’s little reason to send an SEO report more often than once a month. The changes will be more noticeable on a month-on-month (MoM) basis, and the 30-day span will help even out any temporary fluctuations. \u003C/p>\u003Cp>Your clients may also be interested in MoM growth and compare their SEO metrics to other business growth metrics. You should create a monthly SEO report that shows steady growth throughout the year. \u003C/p>\u003Cp>However, it’s also important to summarize each year’s SEO results with a yearly SEO report. If you can show how your agency brought a long-term increase to their business, it will help retain clients and set their marketing budget for the following year. \u003C/p>\u003Ch2>What tools to use for tracking SEO analytics?\u003C/h2>\u003Cp>The SEO analytics data for your client’s website can come from a range of sources, and these are the most important ones to consider.\u003C/p>\u003Ch3>Google Search Console (GSC)\u003C/h3>\u003Cp>Built around Google Search, this tool helps you monitor and troubleshoot your client’s site performance. You can use Google Search Console to conduct an SEO site audit and identify issues with website crawling, mobile usability, and indexing. Used with Google Analytics 4, it can give a well-rounded picture of your user experience.\u003C/p>\u003Cp>\u003Cstrong>Essential metrics to monitor\u003C/strong>: top impressions for countries, pages, devices, and queries, average CTR for important pages and the sites, and average position for pages and the site.\u003C/p>\u003Ch3>Google Analytics 4\u003C/h3>\u003Cp>Google Analytics 4 tracks your website’s activity differently, from analyzing user behavior to measuring your advertising ROI. \u003C/p>\u003Cp>\u003Cstrong>Essential metrics to monitor\u003C/strong>: number of visitors, average time on page, average order value, cost-per-conversion, and bounce rate.\u003C/p>\u003Ch3>Keyword.com \u003C/h3>\u003Cp>This platform provides accurate keyword rank tracking so users are always informed about their website position in SERPs. Keyword.com is a good rank tracker for agencies and enterprises, and the tool scales easily to include bigger volumes of keywords. \u003C/p>\u003Cp>The tool provides rank tracking and voice measurement, which helps businesses understand their market position and strategize accordingly. Its user-friendly interface ensures that even those with little experience in SEO can navigate and interpret data with ease. \u003C/p>\u003Cp>\u003Cstrong>Essential metrics to monitor: \u003C/strong>keyword rankings, share of voice, and ranking distribution. \u003C/p>\u003Ch3>Ahrefs\u003C/h3>\u003Cp>Ahrefs is a comprehensive yet user-friendly SEO toolset designed to help businesses improve their search engine rankings and monitor their online presence. Known for its robust backlink analysis and competitive research capabilities, Ahrefs provides valuable insights into your website's performance and SEO strategy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/pages_ahrefs_90dd70ecec.png\" alt=\"Pages (Ahrefs)\">\u003C/p>\u003Cp>You can use it to monitor your backlink profile, discover relevant keywords, explore your competitors' strategies, find high-performing content in your client’s niche, inspire their content strategy, and identify backlink opportunities.\u003C/p>\u003Cp>\u003Cstrong>Essential metrics to monitor\u003C/strong>: backlink growth, organic traffic, keyword rankings, domain rating (DR), content performance\u003C/p>\u003Ch3>SE Ranking\u003C/h3>\u003Cp>SE Ranking is a comprehensive SEO platform for businesses, agencies, and freelancers that fully covers on-page, SEO, technical SEO, off-page SEO, content marketing, local marketing, competitor analysis, and keyword research. \u003C/p>\u003Cp>SE Ranking relies on machine learning, NLP, and AI algorithms to provide reliable datasets and deep SEO insights. You can use it to improve search rankings and traffic, gather data on your niche competitors, identify and fix technical issues on your site, boost your backlink profile, create SEO-optimized content, etc. \u003C/p>\u003Cp>The platform also offers seamless integration with Google Search Console and Google Analytics.\u003C/p>\u003Cp>\u003Cstrong>Essential metrics to monitor\u003C/strong>: organic traffic, keyword rankings, domain authority, page authority, backlinks, and tech health score.\u003C/p>\u003Ch3>Semrush\u003C/h3>\u003Cp>Semrush is a household name among SEO platforms for outbound and inbound marketers. It provides a robust set of tools for SEO, search engine marketing (SEM), pay-per-click (PPC), and social media, including many others.\u003C/p>\u003Cp>If you often create omnichannel digital marketing campaigns, you must include this marketing suite. \u003C/p>\u003Cp>For example, if your client is a B2B enterprise and their marketing strategy includes Google Ads, local SEO, LinkedIn, and Google My Business, you can use Semrush to improve their online visibility presence from one platform. \u003C/p>\u003Cp>\u003Cstrong>Essential metrics to monitor\u003C/strong>: Branded vs. non-branded traffic, keyword rankings, organic sessions, organic visibility, and backlinks.\u003C/p>\u003Ch3>Moz\u003C/h3>\u003Cp>Moz is a user-friendly SEO tool that is ideal for beginners. It can crawl your website on demand, research your competitors’ backlink profiles, and analyze keywords by search volume. It includes two popular features called Moz Keyword Explorer and Moz Local. \u003C/p>\u003Cp>\u003Cstrong>Essential metrics to monitor\u003C/strong>:\u003Cstrong> \u003C/strong>MozRank, page authority, external equity links, root domain MozRank, and domain authority.\u003Cstrong> \u003C/strong>\u003C/p>\u003Ch2>What should be included in the SEO monthly report?\u003C/h2>\u003Cp>Like all other marketing reports, it depends on the client and the specific work you’re doing for them. Obviously, a client SEO report should cover all critical aspects of your agency’s SEO efforts, but it also needs to be concise so that you don’t overwhelm the clients with too much data.  With that in mind, there are some basics you need to cover in each good SEO report.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>An overview of the main KPIs and metrics\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>All clients want to know the most important results for their business objectives. Ensure to include key performance indicators such as new backlinks, organic traffic, keyword movements (improvement in rankings), and others. We’ll get to metrics in detail in a second.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/key_seo_metrics_866209f21f.png\" alt=\"Key SEO metrics\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>An explanation of high-level results\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>SEO can be hard to understand for people who don’t have marketing expertise. Your client hired you as the best SEO expert they found, so make sure to explain the results you’ve achieved in a way they can understand. Summarize the most important results: why they happened - or why not.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Visualizations that make it easy to understand performance\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Explaining a 10% increase in organic traffic becomes much easier if you show it with a graph. Your report should have a variety of great visualizations. They’re effective and make it easier to understand (the lack of) performance in SERPs and conversion rates.\u003C/p>\u003Cp>But let’s start at the beginning.\u003C/p>\u003Cp>\u003Cstrong>1. Report summary\u003C/strong>\u003C/p>\u003Cp>So, what is an SEO report summary?\u003C/p>\u003Cp>An SEO report summary provides a brief overview of a website’s search engine optimization (SEO) performance. It should contain key metrics, insights, and analysis that help clients understand how a website performs regarding visibility, traffic, and other SEO aspects.\u003C/p>\u003Cp>This is where you present your overall progress toward your goals, accomplishments in the past month, and what you plan to do next month. It’s a good idea to include your recommendations and the action plan at the very top because chances are that busy clients won’t go any further than that. \u003C/p>\u003Cp>Underline the key achievements, address how these align with your client’s goals, and draft the strategies planned for the upcoming period. This section should offer a high-level executive snapshot that captures the essence of the whole report. It should give clear insights and keep even the busiest executives informed of your progress and future plans.\u003C/p>\u003Cp>\u003Cstrong>2. Traffic overview by channel\u003C/strong>\u003C/p>\u003Cp>The primary goal of your client’s SEO strategy will usually be increasing their organic search traffic. This is why the section should immediately follow the executive summary. In a way, the traffic overview sets the tone for the rest of the SEO report. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/organic_channels_overview_4e1048ccc8.png\" alt=\"Organic channel overview\">\u003C/p>\u003Cp>The traffic analysis displays the effectiveness of your agency’s SEO efforts and gives insight into audience behavior. Make sure to highlight how the organic traffic contributes to the overall website traffic, offering another layer of valuable insights into the success of the search engine efforts. \u003C/p>\u003Cp>\u003Cstrong>3. Organic traffic conversions\u003C/strong>\u003C/p>\u003Cp>We’re coming to the molten core of any client SEO report! Conversions can mean different things to different clients. However, the ultimate goal is to track whether the organic traffic your SEO agency is boosting contributes to their business funnel. \u003C/p>\u003Cp>\u003Cstrong>TIP\u003C/strong>: Create custom goals for different clients and use Whatagraph’s goal completion widget in your SEO reports to instantly report your results against your goals. Highlight conversion rates and the role of your SEO in building these figures. This section should demonstrate the hard impact of SEO on a client's business target. \u003C/p>\u003Cp>Visit our \u003Ca href=\"https://whatagraph.com/blog/articles/agency-reporting-tips\">agency reporting guide\u003C/a> for more similar tips. \u003C/p>\u003Cp>\u003Cstrong>4. Landing page report\u003C/strong>\u003C/p>\u003Cp>By tracking the traffic on the landing page level, you can show your clients where their audience is coming from. When you identify their top-performing pages, you’ll instantly know whether they are performing well. \u003C/p>\u003Cp>There are many benefits to analyzing landing pages. They help you understand user engagement and the effectiveness of targeted keywords. This part of the SEO report offers insight into the traffic each landing page attracts, the user journey on these pages, and their performance related to agreed SEO goals. \u003C/p>\u003Cp>\u003Cstrong>5. Keyword rankings\u003C/strong>\u003C/p>\u003Cp>Instead of focusing too much on the details of specific keyword rankings, you should use the keyword rankings widget to present the top keywords you’re ranking for, showing your clients that you’re attracting the right audience. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/keyword-ranking-report\">The keyword rankings report\u003C/a> should focus on how these keywords contribute to the overall site ranking, average position in search results, and organic traffic acquisition. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/keword_performance_web_search_a5ea9fb779.png\" alt=\"Keyword performance\">\u003C/p>\u003Cp>\u003Cstrong>6. Content performance\u003C/strong>\u003C/p>\u003Cp>If your clients create content regularly, you should assess its performance in your SEO reports, otherwise, you won’t know whether you’re wasting your time. When it comes to content, clients are mostly interested in three things:\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>What was the best-performing content piece in the last month?\u003C/li>\u003Cli>What organic traffic did it drive?\u003C/li>\u003Cli>What opportunities are there in the content space?\u003C/li>\u003C/ol>\u003Cp>For smaller clients with less than 1000 URLs, you can use Ahrefs Portfolios to track those keywords. \u003C/p>\u003Cp>Once you set up your Portfolio, go to Top pages report and click on Compare pages. Here, you can get a good visual representation to share in your content performance report. You can also export data to a spreadsheet. \u003C/p>\u003Cp>However, the fastest way to get insights from Ahrefs to clients is by using Whatagraph’s SEO reports. Just connect your Ahrefs account, and the report template will populate with the data you choose. From there, you can easily automate the sending or share a live link to the report. \u003C/p>\u003Cp>You don’t have to use the existing sample SEO report for clients. You can easily modify it to different clients’ needs and save it as a new template. \u003C/p>\u003Cp>\u003Cstrong>7. Google Search Console data\u003C/strong>\u003C/p>\u003Cp>Google Search Console is a powerful yet free SEO tool you can use to check if your client’s site ranking on Google SERPs is growing. Include the GSC insights in your SEO report to make sure you’re looking at the big picture all the time. \u003C/p>\u003Cp>By incorporating Google Search Console insights, you’ll get an abundance of valuable data, from site health reports to organic search positions. Underline how these metrics are essential for maintaining an optimal presence in Google and troubleshooting issues that might affect SEO performance. \u003C/p>\u003Cp>\u003Cstrong>8. Backlinks overview\u003C/strong>\u003C/p>\u003Cp>When creating SEO reports, you should always include a backlinks section that shows that your agency is also helping build the clients’ sites' domain authority. Explain to your client that you’re looking for high-quality links instead of a large volume and that it’s one of the best SEO practices. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/backlinks_analysis_e34c8b2d9d.png\" alt=\"Backlinks\">\u003C/p>\u003Cp>A sound backlink profile is the backbone of SEO success. This page should provide a summary of the link acquisition efforts, including the number of backlinks gained, the quality of referring domains, and the relevance of the inbound links. \u003C/p>\u003Cp>\u003Cstrong>9. SEO site health\u003C/strong>\u003C/p>\u003Cp>An optimized website improves your client’s search engine ranking and search visibility, but also enhances the user experience, which eventually leads to increased engagement and conversions. Images with missing alt text, broken links, and inadequate title tags can impact both the user journey and site’s ranking. \u003C/p>\u003Cp>One way to test a website’s SEO health is by setting up regular SEO audits. These reports allow you to identify issues quickly and trends and patterns in the site performance over time. A QA check in the development cycle can stop any possible 404 errors from happening after a new product launch. \u003C/p>\u003Cp>The best way to communicate a website’s SEO health to clients is through \u003Ca href=\"https://whatagraph.com/seo-reporting-tool\">automated SEO reports\u003C/a>. These reports provide a clear and easy-to-understand summary of the website’s performance, and you can schedule them to go out every week. Fast forward to the Automate your report section of this guide to learn more about how to create automated SEO reports for your clients. \u003C/p>\u003Cp>Clients with local businesses might also ask for a report of their local SEO, a section you can easily add to any Whatagraph report by \u003Ca href=\"https://whatagraph.com/integrations/google-my-business\">connecting their Google My Business account\u003C/a>. \u003C/p>\u003Cp>\u003Cstrong>10. Competitor’s performance\u003C/strong>\u003C/p>\u003Cp>Apart from reporting on your client’s site performance, it’s also useful to report on your competitor’s performance. This gives the clients a better understanding of the digital landscape they are competing in — who their top competitors in SERPs are and who they can look up to for inspiration. \u003C/p>\u003Cp>You can check this data quickly by heading to the Ahrefs Site Explorer report and typing your competitor in the search bar. From there, go to the Organic competitors report, and you’ll have an overview of the top competitors in one place. You can include specific competitors using the Custom tab. \u003C/p>\u003Cp>Apart from giving you a user-friendly visual presentation of the competitor’s performance, this section of your SEO reports for customers shows your competitor’s keywords and their overlap with your client’s site. This gives you a strategic advantage in outranking them. \u003C/p>\u003Cp>\u003Cstrong>11. Opportunities for improvement\u003C/strong>\u003C/p>\u003Cp>If you use Ahrefs as your SEO tool, it’s easy to find areas for improvement. The Opportunities report can identify content, links, and technical opportunities with a single click. Here are a few examples of content opportunities you can find in this report:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Low-hanging fruit keywords\u003C/strong> — this shows you keywords between positions 4-15 that you can rank for easily. \u003C/li>\u003Cli>\u003Cstrong>Featured snippets\u003C/strong> — keywords between positions 2-8 where the client website doesn’t rank for a featured snippet. \u003C/li>\u003Cli>\u003Cstrong>Content gap suggestions\u003C/strong> — keywords that the client’s top 10 competitors rank for but the client’s website doesn’t.\u003C/li>\u003Cli>\u003Cstrong>Pages only published once\u003C/strong> — old pages that have low traffic and are ripe for an update. \u003C/li>\u003C/ul>\u003Cp>By examining this report, you can easily spot opportunities for the client’s website that you can share with the clients in your next report. \u003C/p>\u003Ch2>The most important SEO metrics to include in an SEO report\u003C/h2>\u003Cp>As mentioned, the contents of your SEO report largely depend on the type of work you do for a specific client. However, there are some general KPIs and metrics you should strive to include in your SEO reports. Here are some of them:\u003C/p>\u003Col>\u003Cli>Organic traffic\u003C/li>\u003Cli>Branded vs. non-branded organic traffic\u003C/li>\u003Cli>Top keyword rankings (movements and the average position)\u003C/li>\u003Cli>New and lost referring domains\u003C/li>\u003Cli>Average click-through rate (CTR)\u003C/li>\u003Cli>Conversions from organic traffic\u003C/li>\u003Cli>Time spent on page\u003C/li>\u003Cli>Page load speed\u003C/li>\u003C/ol>\u003Cp>Of course, this is just a starting point and you can dive deeper into each of these \u003Ca href=\"https://canny.io/blog/5-seo-metrics-that-really-matter-for-a-saas-business/\" target=\"_blank\" rel=\"noopener noreferrer\">SEO metrics\u003C/a> in your reports. For example, you can highlight the performance of specific landing pages, show technical SEO issues, show your link building efforts in more detail, show how you address core web vitals, etc.\u003C/p>\u003Cp>Now all that is left to do is create your first report.\u003C/p>\u003Ch2>How to create an SEO report in 7 easy steps\u003C/h2>\u003Cp>Even if you’ve never created one before, getting your perfect SEO report doesn’t require a lot of work and digging into spreadsheets for hours. Armed with the right knowledge and tools, you can create one in under 30 minutes. Here’s how.\u003C/p>\u003Ch3>1. Consider your client’s SEO reporting needs\u003C/h3>\u003Cp>Not every client needs the same information included in their SEO report. In fact, using one cookie-cutter template for all clients is definitely a bad idea. Instead, consider the following criteria when choosing what to add to an SEO report for a specific client:\u003C/p>\u003Cul>\u003Cli>How much they know about SEO already (on-page, off-page, technical SEO knowledge)\u003C/li>\u003Cli>Whether they worked with SEO professionals before (in-house or through agencies)\u003C/li>\u003Cli>How long they’ve been with you and how familiar they are with their existing performance\u003C/li>\u003Cli>How big of a role SEO plays as an acquisition channel for the client\u003C/li>\u003Cli>What they really need to see vs. what is unnecessary information\u003C/li>\u003C/ul>\u003Cp>Over time, you’ll get to learn just the right elements to include in an SEO report for specific clients.\u003C/p>\u003Ch3>2. Get a good all-in-one monitoring and reporting software\u003C/h3>\u003Cp>Creating reports manually is so 2010. Why bother creating PowerPoint presentations or Excel sheets when there is a better way of doing things?\u003C/p>\u003Cp>When you use a tool such as Whatagraph, you can get all of your SEO data in one place and visualize it in a way your clients can understand and act on. More importantly, with \u003Ca href=\"https://whatagraph.com/blog/articles/seo-reporting-tools-for-agencies\">SEO reporting tools\u003C/a>, you can reduce the admin time spent on creating reports from hours to minutes.\u003C/p>\u003Cp>Choose a tool that won’t break your budget, is easy to use, and \u003Cstrong>can integrate all SEO data sources you need in one view \u003C/strong>automatically.  \u003C/p>\u003Cp>Speaking of which…\u003C/p>\u003Ch3>3. Connect your data sources\u003C/h3>\u003Cp>A good SEO professional spends their time using a variety of different tools. To create a good SEO report, you want to make sure that the report tool you’re using directly integrates with your daily tools and applications. This includes platforms such as:\u003C/p>\u003Cul>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Google My Business\u003C/li>\u003Cli>Ahrefs\u003C/li>\u003Cli>SEMRush\u003C/li>\u003Cli>SEO Monitor\u003C/li>\u003C/ul>\u003Cp>The great news is that \u003Ca href=\"https://whatagraph.com/integrations\">Whatagraph integrates\u003C/a> with almost all of these tools. Connect your clients’ accounts, and you’re good to go—you can show your marketing efforts with one click.\u003C/p>\u003Cp>\u003Cstrong>TIP\u003C/strong>: when choosing your marketing reporting software, ensure it has integrations with your most important SEO data sources. Moreover, those sources should be included in a pricing plan that meets your needs so you don’t pay through the roof just to get \u003Ca href=\"https://whatagraph.com/integrations/ahrefs\">Ahrefs integration\u003C/a>, for example.\u003C/p>\u003Ch3>4. Grab an SEO report template\u003C/h3>\u003Cp>Whichever reporting tool you use, you have two options: create a report from scratch or use an \u003Ca href=\"https://whatagraph.com/templates/seo-report\">SEO report template\u003C/a>. While creating a report from start to finish is not difficult, starting from a template is quicker and easier, especially if it’s your first-ever SEO report.\u003C/p>\u003Cp>You can grab our SEO report template after connecting your clients’ accounts to Whatagraph. Once you start using the report, it will automatically appear in front of you, populated with your clients’ data. You’ll get graphs, bar charts, tables, and various types of widgets with actionable insights for your clients, showing your optimization, link-building efforts, and overall SEO strategy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Consolidated_SEO_Overview_6254634165.png\" alt=\"Consolidated_SEO_Overview.png\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>An example of an SEO report for clients in Whatagraph \u003C/i>\u003C/p>\u003Cp>Of course, you can change and edit the report as you please, but this report has all the basics you need for an effective report on their website’s health that you can proudly show to your clients.\u003C/p>\u003Cp>Our SEO report template was created based on hundreds of SEO reports that our customers send every day to their clients and managers. We included all the right widgets you need to highlight a website’s SEO performance and it’s the perfect starting point that you can remove from or build on.\u003C/p>\u003Ch3>5. Edit your report to your liking\u003C/h3>\u003Cp>The template is a great start, but you should adjust it to your work and the specific client you’re sending it to. This means changing things such as:\u003C/p>\u003Cul>\u003Cli>Widgets\u003C/li>\u003Cli>Metrics\u003C/li>\u003Cli>Colors and the design\u003C/li>\u003Cli>The logos in the report\u003C/li>\u003Cli>Date ranges\u003C/li>\u003C/ul>\u003Cp>Once you’re done, you may want to go a step further. With Whatagraph, you can \u003Ca href=\"https://whatagraph.com/white-label-seo-report\">white label your reports\u003C/a> and completely remove all Whatagraph branding. That way, your reports look like you made them in-house and you get to take all the credit.\u003C/p>\u003Ch3>6. Add a section to explain your findings\u003C/h3>\u003Cp>Finding a business leader who fully understands SEO is like finding a needle in a haystack. Which is okay - you’re there to do the work and they’re meant to pay you for it. However, you’ll have much better communication with your clients if you explain what specifically you do in your reports and what it means for their business results.\u003C/p>\u003Cp>To do this, simply add a section on top of your reports summarizing your work for the client and explaining the results you achieved. This can include:\u003C/p>\u003Cul>\u003Cli>Going through their backlink profile and showing the high-level overview of new and lost backlinks\u003C/li>\u003Cli>Explaining the impact of the latest algorithm on their search engine rankings\u003C/li>\u003Cli>Showing the effects of a reduced site speed on their keyword rankings\u003C/li>\u003Cli>Highlighting month-on-month organic search growth\u003C/li>\u003Cli>Showing the domain authority and domain rating growth over time\u003C/li>\u003Cli>The results of a site audit on your client’s website after search engine optimization\u003C/li>\u003Cli>Showing the best organic keywords to tackle in the upcoming months\u003C/li>\u003Cli>And much more\u003C/li>\u003C/ul>\u003Cp>It’s only a few minutes extra per report, but it can bring massive value to your clients. Moreover, it’s a superb opportunity to upsell the client and offer more services.\u003C/p>\u003Cp>For example, here is how our customer MarketSolutions does it in their reports:\u003C/p>\u003Cp>You can find out more about their reporting process \u003Ca href=\"https://whatagraph.com/case-studies/market-solutions\">in this case study\u003C/a>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Market_Solutions_Case_study_34a03ddc12.png\" alt=\"marketsolutions case study\">\u003C/p>\u003Ch3>7. Automate your report\u003C/h3>\u003Cp>The hard part of the work is done and now you want to make sure your reports get to your clients on time. Instead of sending them out manually, you can automate the precise time you want the clients to receive your reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Automate_your_report_fdf4551be2.png\" alt=\"automate your SEO report\">\u003C/p>\u003Cp>Within Whatagraph, you can schedule your reports to go out weekly, monthly, quarterly or in some custom interval. That way, clients will always get fresh and up-to-date information about their website performance, target keywords, SEO rankings, and more.\u003C/p>\u003Cp>If you want to give them even more freedom in viewing their data, you can create an \u003Ca href=\"https://whatagraph.com/templates/seo-dashboard\">SEO client dashboard\u003C/a> where they can access live data with one click. Compared to a monthly SEO report, the client gets more immediate access to their data.\u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>It doesn’t matter if you work in-house as a marketer or as a part of a digital marketing agency. SEO reports are one of the most effective ways of proving the value of SEO as a channel and if you do them right, you’ll sweep your client, manager and other stakeholders off their feet.\u003C/p>\u003Cp>And if you’ve followed the steps above, you may be wondering if it’s really that simple. It really is if you use Whatagraph. \u003C/p>\u003Cp>All it takes is \u003Ca href=\"https://live.whatagraph.com/auth/register\">signing up for a free trial\u003C/a>, and grabbing a template - and your report is done within minutes.\u003C/p>\u003Cp>See you on the better side of reporting!\u003C/p>","2021-01-21T17:47:06.000Z","2025-06-24T20:19:37.002Z","2024-07-01",{"id":959,"title":960,"slug":961,"summary":962,"body":963,"read_time":21,"createdAt":964,"updatedAt":965,"publishedAt":966,"errors":31,"table_of_contents":32,"dateReorder":967},2315,"How to Know That You’ve Outgrown Looker Studio as a Marketing Agency","how-to-know-you-have-outgrown-looker-studio","\u003Cp>Manual reporting, spreadsheets, and PowerPoint slides are behind you. You’ve grown as a marketing agency. Looker Studio (former Google Data Studio) is your reporting tool of choice. It works fine with Google data sources, and you can always purchase third-party connectors for any scattered data. \u003C/p>\u003Cp>But over the years of use, you’ve also learned its shortcomings. \u003C/p>","\u003Cp>No software is perfect, as there are always features that could be improved. But if a tool is preventing you from scaling your process or keeps your team spending extra hours every week preparing reports, maybe it’s time for a change. \u003Cbr> \u003C/p>\u003Cp>We’ve rounded up five main scenarios that indicate you may have outgrown Looker Studio as a reporting tool in your agency. \u003C/p>\u003Ch2>5 signs that you’ve outgrown Looker Studio\u003C/h2>\u003Cp>The “Looker Studio + \u003Ca href=\"https://whatagraph.com/blog/articles/data-integration-platform\">data integration tool\u003C/a>” combo is a popular reporting solution for many marketing agencies. However, this setup falls short in many critical aspects, from a lagging interface to providing only surface-level analysis. In this guide, we explore the dark side of Looker Studio, which prevents marketing agencies from streamlining their data management and reporting. \u003C/p>\u003Ch3>1. Dashboards take several minutes to load… or crash\u003C/h3>\u003Cp>Looker Studio dashboards can load slowly for various reasons, which we will list here. However, any of these reasons may ultimately cause bad UX and frustration on the client side. \u003C/p>\u003Cp>Users on G2 and other review sites regularly cite data caching issues, where data gets refreshed every 15 minutes. If there’s a problem with a data connection for a specific chart or table, there’s no way to purge the cache manually, but you have to wait for it to re-fetch the data itself.\u003C/p>\u003Cp>\u003Cstrong>Large data volumes\u003C/strong>\u003C/p>\u003Cp>Dashboards with large datasets can slow down loading times because Looker Studio must process and render significant amounts of data. The high number of rows and columns in your data sources can also impact performance. \u003C/p>\u003Cp>\u003Cstrong>The number of visualizations\u003C/strong>\u003C/p>\u003Cp>Looker Studio dashboard with many charts, tables, and other visual elements can take longer to render. Interactive components like filters, controls, and dynamic elements can also slow the report's rendering. Another common cache-related issue is that Looker Studio dashboards get slower the longer you work with them or simply crash.   \u003C/p>\u003Cp>\u003Cstrong>Connector performance\u003C/strong>\u003C/p>\u003Cp>The connection speed to your data sources affects how quickly data can be retrieved. The performance of underlying databases or APIs can influence how fast queries are executed, and data is fetched. In other words, the dashboard loading speed depends on the processing speed of third-party connectors that you use to integrate data sources outside the Google platform.  \u003C/p>\u003Cp>\u003Cstrong>Complex calculations\u003C/strong>\u003C/p>\u003Cp>Multiple joins between data sources can increase the loading time for dashboards. Looker Studio is known to slow down even if you use just two data sources to create a blend. \u003C/p>\u003Cp>In Whatagraph, on the other hand, you can have a dashboard with 10 sources and 100 widgets running simultaneously and never skip a beat. Another thing that slows down Looker Studio's performance is using many calculated fields, complex formulas, or custom queries. \u003C/p>\u003Ch3>2. You run into data limits\u003C/h3>\u003Cp>In addition to slow performance, partly caused by the amount of data your dashboards must process, Looker Studio also has several data limitations that may pass unnoticed until you need to connect and report on client data from a large number of sources. \u003C/p>\u003Cp>\u003Cstrong>Data volume and complexity limits\u003C/strong>\u003C/p>\u003Cp>Looker Studio may struggle with large datasets, preventing you from performing comprehensive analyses. For example, you can only have up to 5 sources in a data blend. You can’t save and reuse custom metrics in two different widgets unless you re-create them from scratch. \u003C/p>\u003Cp>Many other data actions are limited to the widget level, and there is no way to scale them. Limitations like these can prevent agencies from fully exploiting big data for insights. On the other hand, limits on the complexity of queries restrict the ability to perform detailed data analyses, such as advanced segmentation or predictive modeling. \u003C/p>\u003Cp>\u003Cstrong>Connector limits\u003C/strong>\u003C/p>\u003Cp>Looker Studio natively integrates with many data sources from the Google Marketing Platform. However, it may not support all data sources that your clients use. To avoid incomplete data views, you need to purchase third-party connectors for those platforms. The tool’s inability to integrate scattered data sources seamlessly can cause fragmented insights, reducing the effectiveness of your multi-channel marketing strategies. \u003C/p>\u003Cp>\u003Cstrong>Performance issues with large data sets\u003C/strong>\u003C/p>\u003Cp>As already illustrated, as the data volume increases, performance may degrade, leading to slow dashboard loading times. Working with large or complex data sets can cause the system to crash, disrupting the workflow and delaying reporting. \u003C/p>\u003Cp>\u003Cstrong>Customization and advanced feature limits\u003C/strong>: Looker Studio may not offer advanced customization options that help you meet specific client requirements. This can further limit your ability to tailor reports and dashboards to the client's needs. A lack of support for advanced analytics features can limit your team's ability to provide deep insights.\u003C/p>\u003Cp>Marketing agencies that use Whatagraph as their \u003Ca href=\"https://whatagraph.com/\">performance monitoring and reporting platform\u003C/a> never experience data limitations like those described above. Users can blend as many data sources as needed, and there’s no need to purchase additional connectors, as Whatagraph has direct integrations with 50+ popular marketing platforms.  \u003C/p>\u003Ch3>3. You need more advanced visualizations\u003C/h3>\u003Cp>Looker Studio visualizations are limited in multiple ways compared to those of dedicated marketing reporting solutions. These limitations can affect the quality of data analysis, client satisfaction, and the overall efficiency of marketing operations. Here are some specific ways in which limited visualizations can impact marketing agencies:\u003C/p>\u003Cp>\u003Cstrong>Limited data representation\u003C/strong>\u003C/p>\u003Cp>The limited choice of visualization types can make it difficult to represent complex data relationships and trends effectively. This can lead to oversimplified insights and potentially overlook important patterns.\u003C/p>\u003Cp>\u003Cstrong>Less impressive reports\u003C/strong>\u003C/p>\u003Cp>Outdated, Google Sheets-style visualizations also produce less visually appealing reports. This impacts the agency’s ability to impress clients and effectively demonstrate the value of its services. Clients may have specific requirements or branding guidelines that Looker Studio reports may not deliver. \u003C/p>\u003Cp>\u003Cstrong>Operational efficiency\u003C/strong>\u003C/p>\u003Cp>Marketing agencies might need to apply manual workarounds, such as exporting data to other tools for more advanced visualization. Frequent switching between Looker Studio and other BI tools to compensate for visualization limitations leads to increased workload, operational complexity, and costs.  \u003C/p>\u003Cp>While Looker Studio users need to create every visualization widget from scratch, Whatagraph has pre-made visualization blocks that you can drag and drop into your dashboard out of the box. Edit them, save them, and reuse them as your custom visualization for every new report you create. \u003C/p>\u003Cp>When it comes to making group changes, Whatagraph allows you to link even hundreds of reports to a master template and edit them simultaneously, while in Looker Studio, you must change every report individually. \u003C/p>\u003Ch3>4. You don’t have time to debug issues yourself\u003C/h3>\u003Cp>Looker Studio doesn’t provide customer support, so users are expected to onboard themselves and discover how to use all the features, connectors, and design elements.  \u003C/p>\u003Cp>On paper, there is an email address that you can use to reach out not to support but to developers and ask them to help you with your issues. However, based on our own experience and judging from users at G2 reviews, it's not the most responsive support channel. \u003C/p>\u003Cp>Another option is to try and find the fix online or browse through the Looker Studio Support Community forum, but even there, there are many more questions than answers.\u003C/p>\u003Cp>This lack of live or at least responsive customer support in Looker Studio can significantly impact marketing agencies that rely on it for reporting. Here are the specific ways this shortcoming affects agencies:\u003C/p>\u003Cp>\u003Cstrong>Longer downtimes\u003C/strong>\u003C/p>\u003Cp>If you experience a technical issue, the lack of live support can lead to prolonged downtime, disrupting and delaying the reporting process. As a result, client relationships and satisfaction can suffer. Trying to find a solution via email support or community forums can take days in a row, which causes missed deadlines and frustration among team members.\u003C/p>\u003Cp>\u003Cstrong>Strained internal resources\u003C/strong>\u003C/p>\u003Cp>To solve problems fast, an agency may need to allocate internal resources such as IT or analytics staff to troubleshoot issues. This diverts valuable time and resources away from other important tasks and reduces overall productivity. Alternatively, agencies may need to invest more in training non-technical staff to handle technical issues independently, which also demands time and financial resources and adds to the operational costs. \u003C/p>\u003Cp>\u003Cstrong>Communication breakdowns\u003C/strong>\u003C/p>\u003Cp>An agency’s inability to address client concerns and questions about reports can damage its credibility. Clients may become disillusioned with the service, which could lead to churn and negative reviews. \u003C/p>\u003Cp>Whatagraph, on the other hand, offers live chat support round the clock on workdays to promptly resolve any user question about the platform and remove blockers to smooth and seamless data collecting and reporting. \u003C/p>\u003Ch3>5. You start to question cost vs. value\u003C/h3>\u003Cp>Finally, you’ve started to evaluate the financial investment in Looker Studio against the tangible and intangible benefits it provides:\u003C/p>\u003Cp>\u003Cstrong>Cost considerations\u003C/strong>\u003C/p>\u003Cp>As you know, Looker Studio is free to use, but only if you use data from Google platforms. Depending on the tier and connectors you need, the subscription fee can be a major expense for the agency. Agencies, however, need to balance the budget allocation between Looker Studio and other essential tools and services.\u003C/p>\u003Cp>\u003Cstrong>Learning curve and usability\u003C/strong>\u003C/p>\u003Cp>A steep learning curve can delay the effective use of Looker Studio, reducing its immediate value. Costs associated with training new team members and ongoing support can add to the total cost of ownership. \u003C/p>\u003Cp>\u003Cstrong>User role limitations\u003C/strong>\u003C/p>\u003Cp>Limited user roles and permissions can complicate collaboration, reducing team efficiency and the ability to manage projects effectively. Agencies may need to use additional collaboration tools to compensate for these limitations, increasing costs. \u003C/p>\u003Ch2>Impact of Looker Studio limitations on marketing agency operations\u003C/h2>\u003Cp>Slow performance, data limitations, inadequate visualizations, and the lack of proper customer support in Looker Studio can negatively impact marketing agencies. Here are some specific ways these shortcomings can affect operations and the overall effectiveness of your marketing agency. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Manual workarounds\u003C/strong>: Your team may need manual processes or additional tools to overcome Looker Studio data limitations, reducing overall efficiency. \u003C/li>\u003Cli>\u003Cstrong>Incomplete reporting\u003C/strong>: The inability to integrate all necessary data sources without unreliable third-party connectors can lead to incomplete reports and possible client dissatisfaction. \u003C/li>\u003Cli>\u003Cstrong>Growth challenges\u003C/strong>: As your agency grows and takes on more clients, Looker Studio's limitations can become more evident, blocking you from scaling efficiently. \u003C/li>\u003Cli>\u003Cstrong>Service expansion\u003C/strong>: Limitations in advanced analytics and customization can even prevent you from expanding service offerings to meet evolving client needs. \u003C/li>\u003C/ul>\u003Cp>\u003Ci>“I highly recommend agencies to adapt every single day by continuously learning about new marketing technologies and strategies - clients value agencies that evolve with the landscape.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Dylan Hey - CEO @\u003C/strong>\u003Ca href=\"https://www.heydigital.co/\">\u003Cstrong> Hey Digital\u003C/strong>\u003C/a>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Reduced competitive edge\u003C/strong>: Your agency may fall behind competitors who use more advanced reporting platforms that offer more scalability and better data performance. Performance issues can undermine innovation by limiting your agency’s ability to experiment and apply new data-driven strategies quickly. \u003C/li>\u003Cli>\u003Cstrong>Missed opportunities\u003C/strong>: The inability to perform advanced data manipulation or real-time analysis can end in missed campaign optimization and improvement opportunities. \u003C/li>\u003Cli>\u003Cstrong>Client dissatisfaction\u003C/strong>: Your clients rely on timely insights to make informed decisions. Slow dashboards can cause delays, leading to client frustration. Persistent performance issues can create a perception of inefficiency, where deficiencies of your reporting tool are translated to your agency’s work and potentially damage your reputation. \u003C/li>\u003C/ul>\u003Ch2>What can you do to mitigate Looker Studio limits?\u003C/h2>\u003Cp>\u003Cstrong>Optimize data queries and use data extracts where possible\u003C/strong>\u003C/p>\u003Cp>This may work if you have a dedicated data person on the team. Or can afford to hire an outside data specialist to optimize your datasets regularly. \u003C/p>\u003Cp>\u003Cstrong>Simplify dashboards\u003C/strong>\u003C/p>\u003Cp>This is an often-cited remedy. However, a growing marketing agency needs more, not less, data-driven insights, so limiting the number of visualizations and calculations or using simpler data representations is probably not an option. \u003C/p>\u003Cp>\u003Cstrong>Consider alternatives\u003C/strong>\u003C/p>\u003Cp>At the point when you realize you’ve outgrown Looker Studio as a reporting solution in your agency, the best course of action is to look for a replacement — a fast \u003Ca href=\"https://whatagraph.com/marketing-agencies\">marketing agency reporting platform\u003C/a> that allows you to connect and organize data without limitations, has stunning visualizations and responsive live support, and can scale with your agency. \u003C/p>","2024-07-08T23:34:54.764Z","2025-04-10T10:38:07.719Z","2024-07-08T23:35:04.427Z","2024-07-09",{"id":969,"title":970,"slug":971,"summary":972,"body":973,"read_time":12,"createdAt":974,"updatedAt":975,"publishedAt":976,"errors":31,"table_of_contents":32,"dateReorder":977},2316,"7 Best Funnel.io Alternatives in 2025: Real Reviews & Features","funnel-io-alternatives-and-competitors","\u003Cp>Funnel.io is a powerful data platform, but its steep learning curve, basic visualizations, and high cost can leave users wanting for more. \u003C/p>\u003Cp>In this article, we’ll take you through:\u003C/p>\u003Cul>\u003Cli>The shortcomings of Funnel\u003C/li>\u003Cli>The 7 best Funnel.io alternatives\u003C/li>\u003Cli>Features and pricing of each tool\u003C/li>\u003Cli>Real customer reviews of each tool\u003C/li>\u003C/ul>","\u003Cp>Funnel.io is great for moving your data to spreadsheets, visualization tools, and databases, but it’s far from perfect. Users online say it’s:\u003C/p>\u003Cp>\u003Cstrong>❌  Expensive: \u003C/strong>Funnel’s pricing is based on “flexpoints” which measure how many connectors and destinations you’ve used. \u003C/p>\u003Cp>But the tricky part is—if you need multiple breakdowns or connections from a single connector, you can end up paying 1000s of dollars a month. \u003C/p>\u003Cp>Many users say they need to constantly monitor their data sources to avoid overpaying or using up their credits. \u003Ci>(This is a huge time-sucking task of its own.)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>❌  Not intuitive: \u003C/strong>Funnel is powerful, but it also comes with a steep learning curve. For the average marketer or non-tech savvy user, setting up the tool and navigating it can be time-consuming and often frustrating. \u003C/p>\u003Cp>\u003Cstrong>❌  Limited: \u003C/strong>Funnel offers basic dashboards with limited customization and white-labeling features. Many users report still having to use third-party visualization tools like \u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-alternatives\" target=\"_blank\" rel=\"noopener noreferrer\">Looker Studio\u003C/a> which can be slow, clunky, and difficult to use.\u003C/p>\u003Cp>---\u003C/p>\u003Cp>If you’re experiencing similar challenges with Funnel, we’ve got your back. \u003C/p>\u003Cp>In this article, we’ll take you through seven best Funnel.io alternatives and competitors that are easier to use, more cost-effective, and come with more features. \u003C/p>\u003Cp>But before we start, let’s briefly overview Funnel.io and its features.\u003C/p>\u003Ch2>7 Best Funnel.io Alternatives and Competitors in 2025\u003C/h2>\u003Cp>In a nutshell, here are the 7 best Funnel.io alternatives we'll review in this article:\u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>Coupler.io\u003C/li>\u003Cli>Supermetrics\u003C/li>\u003Cli>Porter Metrics\u003C/li>\u003Cli>Domo\u003C/li>\u003Cli>Adverity\u003C/li>\u003Cli>NinjaCat\u003C/li>\u003C/ol>\u003Cp>Don't want to read through walls of text? Here's a summary table \u003C/p>\u003Cp>[table id=2]\u003C/p>\u003Cp>Let's dive into each of these tools. \u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for:\u003C/strong> Marketing agencies and in-house teams that manage multiple channels and clients, need scalable reporting, and want AI-powered automation without hiring data engineers\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/HedKBWSQTqI?si=M-5lrWXj8cUNI9m3\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/HedKBWSQTqI\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Whatagraph\u003C/a> is an all-in-one marketing data platform that makes it ridiculously easy to collect, monitor, and report on your marketing data.\u003C/p>\u003Cp>Unlike Funnel.io, Whatagraph covers the entire data journey on one platform—from data connections to visualization to data transfers. \u003C/p>\u003Cp>In a nutshell, here’s how it works:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Connect to \u003C/strong>\u003Ca href=\"https://whatagraph.com/integrations\">55+ marketing platforms\u003C/a> automatically via native, stable connectors that don’t break.\u003C/li>\u003Cli>\u003Cstrong>Easily organize your data\u003C/strong>—create custom blends, metrics, and dimensions using no-code workflows or AI.\u003C/li>\u003Cli>\u003Cstrong>Ask AI to create reports\u003C/strong> by just telling it what you want it to build. Or use drag-and-drop widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a> to build one from scratch.\u003C/li>\u003Cli>\u003Cstrong>Customize reports \u003C/strong>by just uploading a screenshot of your (or your client’s) brandbook or putting in a prompt. Whatagraph automatically applies the colors and fonts to your reports. Host and share reports on your own domain.\u003C/li>\u003Cli>\u003Cstrong>Get actionable insights instantly\u003C/strong> by just asking AI any questions about your connected data. Get it to write performance summaries directly in your reports in four different formats (Summary, Recommendations, Wins, and Issues) and 18 languages. \u003C/li>\u003Cli>\u003Cstrong>Share reports\u003C/strong> as live links, PDFs, Excel spreadsheets, or automated emails. You can also transfer your data to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> data warehouse or \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a>.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Features_Page_Hero_DESKTOP_f180d82337.png\" alt=\"Features Page Hero Desktop - Analytics dashboard showing Google Analytics results, key KPIs, and performance summary.\">\u003C/p>\u003Cp>All this on one marketing intelligence platform means:\u003C/p>\u003Cp style=\"margin-left:0px;\">✅ You can save up to 100 hours a month on reporting.\u003C/p>\u003Cp style=\"margin-left:0px;\">✅ Your data is organized on one platform and you have a clear view of marketing performance.\u003C/p>\u003Cp style=\"margin-left:0px;\">✅ Your internal teams have a single source of truth to access insights and optimize campaigns.\u003C/p>\u003Cp>\u003Cstrong>✅  \u003C/strong>There are less chances of data inconsistencies and breakages.\u003C/p>\u003Cp>✅ Your clients or the C-Suite clearly sees the value of your agency.\u003C/p>\u003Cp>As Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a> and one of our power users, puts it:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Whatagraph has helped everyone on our team get on the same page about clients, what’s important, and how to talk to them. Our relationships with clients have been amazing, and we’ve even been able to retain them longer. It's now our Bible—both for our clients and internal teams.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>But how does Whatagraph compare against Funnel exactly? Let’s take a look:\u003C/p>\u003Ch3>Whatagraph vs. Funnel.io: Head-to-Head Comparison\u003C/h3>\u003Cp>Our team did a deep dive in this \u003Ca href=\"https://whatagraph.com/reviews/funnel-io\">Funnel.io review\u003C/a>, but in a nutshell, here are five key ways Whatagraph outperforms Funnel:\u003C/p>\u003Ch3>\u003Cstrong>1. Truly all-in-one\u003C/strong>\u003C/h3>\u003Cp>Funnel is a data pipeline tool, meaning it pulls in data from marketing platforms, transforms it, and then pushes it to your destination of choice. \u003C/p>\u003Cp>And although Funnel offers visualization dashboards natively, they’re very basic and there aren’t any customization options available.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Funnel_f01072473c.png\">\u003C/figure>\u003Cp>\u003Ca href=\"https://funnel.io/blog/funnel-dashboards-are-here\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>Most users still report having to use a more robust third-party look like Looker Studio to visualize their data, but this creates more problems than it solves. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\" target=\"_blank\" rel=\"noopener noreferrer\">Looker Studio\u003C/a> is notorious for being slow, clunky, and difficult to use. Most ex-Looker users we've talked to say they needed to spend 1-3 hours just to create one report on the platform. Plus, they also needed to hire a data scientist to maintain and edit these reports.\u003C/p>\u003Cp>Whatagraph, however, takes care of your entire data journey on one platform. This includes:\u003C/p>\u003Cul>\u003Cli>Connecting to your channels and sources\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/blog/articles/data-blending\" target=\"_blank\" rel=\"noopener noreferrer\">Blending data sources\u003C/a> and creating custom metrics and dimensions\u003C/li>\u003Cli>Creating reports in seconds with AI\u003C/li>\u003Cli>Getting actionable insights in seconds in one dedicated space\u003C/li>\u003Cli>Sharing reports with teams and clients\u003C/li>\u003Cli>Transferring your data to BigQuery and Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/reporting_stack_in_one_place_DESKTOP_64cb34780a.png\" alt=\"Reporting Stack In One Place - A dashboard displaying marketing report with data and graphs.\">\u003C/p>\u003Cp>This means you don’t need to:\u003C/p>\u003Cul>\u003Cli>Deal with clunky third-party tools like Looker Studio\u003C/li>\u003Cli>Switch back and forth between different tools and tabs\u003C/li>\u003Cli>Learn new tools \u003C/li>\u003C/ul>\u003Cp>You just need to log into Whatagraph and do it all there.\u003C/p>\u003Cp>The \u003Ca href=\"https://whatagraph.com/integrations\" target=\"_blank\" rel=\"noopener noreferrer\">integrations\u003C/a> we provide at Whatagraph are also \u003Ci>\u003Cstrong>fully-managed\u003C/strong>\u003C/i>.\u003Cstrong> \u003C/strong>This means they’re more seamless, stable, and reliable. \u003C/p>\u003Cp>And if there are bugs, our Product team can resolve them quickly without having a third-party company involved. \u003C/p>\u003Ch3>\u003Cstrong>2. Easier to use\u003C/strong>\u003C/h3>\u003Cp>Funnel is an enterprise-grade data platform, and as such, comes with a steep learning curve. \u003C/p>\u003Cp>If you don’t have a technical background, it can take weeks of reading documentations, watching YouTube videos, and talking to customer support, to fully grasp the ins and outs of the platform.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-10230325\" target=\"_blank\" rel=\"noopener noreferrer\">This user on G2.com\u003C/a> says:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_review_1_9d214ca359.png\" alt=\"Review of Funnel.io - Whatagraph\">\u003C/p>\u003Cp>With Whatagraph 3.0, that’s no longer a problem.\u003C/p>\u003Cp>Whatagraph was built specifically for marketers—not data engineers. Thanks to \u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph IQ\u003C/a>, you don’t need to wrestle with connectors, data schemas, or endless dashboards. Instead:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>IQ Report Creation\u003C/strong> – Just type what you need (“Create a Meta Ads performance report with ROAS by campaign”) and IQ builds the full report instantly. \u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_features_079cef57b3.gif\" alt=\"Whatagraph Features - A web dashboard with a sidebar menu and search bar at the top.\">\u003C/figure>\u003Cul>\u003Cli>\u003Cstrong>IQ Themes & Branding\u003C/strong> – Upload a logo or screenshot, and IQ automatically applies a matching theme—fonts, HEX codes, colors, even icons—to make reports client-ready in seconds. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/brand_reports_in_seconds_desktop_0b3786396e.jpg\" alt=\"Brand Reports - Screenshot of a report creation interface showing revenue and branding options.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>IQ Summary\u003C/strong> – No more writing explanations by hand. IQ generates plain-language insights from your data, so clients understand performance at a glance.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Explain_performance_in_plain_language_dekstop_2_e5e80a6c63.jpg\" alt=\"Explain Performance In Plain Language - Dialog box with text editor displaying campaign summary.\">\u003C/figure>\u003Cul>\u003Cli>\u003Cstrong>IQ Chat\u003C/strong> – Ask questions directly inside your report (“What campaign had the highest CPA this month?”) and get instant answers.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ask_anything_get_instant_answers_desktop_39c3fbc5c3.jpg\" alt=\"Ask Whatagarph IQ Anything and Get Instant Answers\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>IQ Dimensions\u003C/strong> – On advanced plans, you can ask AI to create custom blends, dimensions, and metrics for you. Just tell us what you need and we’ll build it for you.  \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/create_custom_dimensions_without_the_guesswork_42f8656ff8.jpg\" alt=\"Create Custom Dimensions Without The Guesswork with Whatagraph IQ\">\u003C/p>\u003Cp>For teams that want immediate answers, the Insights space provides out-of-the-box reports for key channels such as Facebook Ads. Each space highlights:\u003C/p>\u003Cul>\u003Cli>Account health and performance\u003C/li>\u003Cli>Audience and ad sets\u003C/li>\u003Cli>Ad creatives and placements\u003C/li>\u003Cli>Funnel activity and conversion paths\u003C/li>\u003C/ul>\u003Cp>These reports also feature AI-driven insights: summaries of performance, detected changes, and recommendations surfaced directly inside the dashboard.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_Insights_fff437ef8c.png\" alt=\"AI Insights - Dashboard interface with Facebook Ads insights, summary, and account performance.\">Thanks to these AI features, Maatwerk Online, one of the most prestigious agencies in the Netherlands, is \u003Ca href=\"https://whatagraph.com/case-studies/maatwerk-online\">saving 100 hours a month on reporting\u003C/a>. Here’s what Lars Maat, Co-Founder, says:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Whatagraph’s AI saves time and energy for our marketing specialists. And the hours we’re saving is just pure profit. We now have the time to focus on more strategic things that help both our agency and our clients grow.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Start using Whatagraph\u003C/a> for free today (and forever).\u003C/p>\u003Ch3>\u003Cstrong>3. Stunning white-labeled reports\u003C/strong>\u003C/h3>\u003Cp>Funnel does offer basic visualization dashboards, but they’re more suitable for internal use, rather than for clients or C-Suite. \u003C/p>\u003Cp>Most Funnel users also rely on a third-party visualization tool like Looker Studio for visualization and exporting. That means extra steps, clunky workarounds, and more time lost.\u003C/p>\u003Cp>With Whatagraph, your reports don’t just contain the right data—\u003Cstrong>they \u003C/strong>\u003Ci>\u003Cstrong>look\u003C/strong>\u003C/i>\u003Cstrong> like they belong to your brand or your client’s brand, \u003C/strong>every single time. \u003C/p>\u003Cp>Thanks to \u003Ca href=\"https://help.whatagraph.com/en/articles/11867223-how-to-easily-customize-report-branding-with-whatagraph-iq\">IQ Themes\u003C/a>, you can generate a fully branded report style in just a few clicks:\u003C/p>\u003Col>\u003Cli>Open any report and head into the branding settings.\u003C/li>\u003Cli>Click “Enhance theme style with IQ.”\u003C/li>\u003Cli>Choose your input: either write a short text prompt (“Make it a bold, modern theme with navy blue and lime accents”) or upload an image, like your client’s website or logo.\u003C/li>\u003Cli>IQ instantly generates a matching theme—fonts, HEX colors, background styles, even icons—that looks on-brand and presentation-ready.\u003C/li>\u003Cli>Fine-tune manually if needed (adjust individual colors, swap fonts, or add extra brand elements).\u003C/li>\u003Cli>Save as a global theme and reuse it across all your client reports in seconds.\u003C/li>\u003C/ol>\u003Cp>The difference is night and day: instead of a “default dashboard look,” you get vibrant, polished templates that impress clients or executives.\u003C/p>\u003Cp>Here's an example of a \u003Ca href=\"https://reports.live/shared/pj9kNwPNGnJ8mzoZ\" target=\"_blank\" rel=\"noopener noreferrer\">paid-per-click report template\u003C/a>:\u003C/p>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/PPC_report_template_top_level_e06f1ef809.png\" alt=\"PPC Report Template Top Level - PPC report with charts, tables, and KPI metrics.\">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">And an example of a \u003C/span>\u003Ca href=\"https://reports.live/shared/7dplW6gZmYqwvaN9\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Shopify report template\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\">:\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Shopify_report_template_6936c07ccb.png\" alt=\"Shopify Report Template - Sales report with graphs, charts, and summary data.\">\u003C/p>\u003Cp>You can automate the report sharing process on Whatagraph too. \u003C/p>\u003Cp>Set up automated emails to specific people at specific times, days, and cadence. Customize the email subject lines and copy. And even host reports on your own domain names. \u003C/p>\u003Cp>You can also choose to share either live links, PDFs, or CSVs with clients. \u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automate_report_35c9dc2782.png\" alt=\"Automate Report - A form to automate the generation of reports with fields and dropdown menus.\">\u003Cstrong>4. More cost-effective\u003C/strong>\u003C/h3>\u003Cp>Funnel’s pricing is based on flexpoints which count how many data connectors and destinations you use. \u003C/p>\u003Cp>The problem with this is if you need several breakdowns or connections for one data source, you can end up paying a lot more than expected.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2024_09_27_at_12_40_57_PM_f215864bbd.png\" alt=\"Screenshot 2024-09-27 at 12.40.57 PM.png\">\u003C/p>\u003Cp>That’s why many users describe Funnel’s pricing as unpredictable, even the “bane of my existence”.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_review_reddit_negative_6512ed7055.png\" alt=\"Funnel Review Reddit Negative - Reddit comment with user icon and text about Flexpoints.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/PPC/comments/1jvxp9k/comment/mme57xh/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>In fact, test use cases we’ve run show \u003Cstrong>Funnel is 40 to 50% more expensive\u003C/strong> than Whatagraph—and that’s not\u003Cstrong> \u003C/strong>including data visualization and reports. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/pricing\">Whatagraph’s pricing\u003C/a> is transparent, credits-based, and designed to scale with your reporting needs—not penalize you for using the tool.\u003C/p>\u003Cp>Here’s how it works:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Start plan – $229/month (billed annually):\u003C/strong> 20 source credits, essential integrations, pre-made templates, Whatagraph IQ features, and live chat support.\u003C/li>\u003Cli>\u003Cstrong>Boost plan – $579/month (billed annually):\u003C/strong> 60 source credits, advanced integrations, custom transformations, full white-labeling, performance overviews, and a dedicated Customer Success Manager.\u003C/li>\u003Cli>\u003Cstrong>Max plan – Custom pricing:\u003C/strong> 100+ source credits, premium integrations, advanced aggregations, SSO, tailored onboarding, and priority support.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_pricing_b0915dcd79.png\" alt=\"Whatagraph Pricing - Pricing table with three tiers: Start, Boost, and Max.\">\u003C/p>\u003Ch3>\u003Cstrong>5. Dedicated to Customer Success\u003C/strong>\u003C/h3>\u003Cp>If you need any help, you can reach out to our amazing Customer Support team instantly via the live chat on our website. \u003C/p>\u003Cp>We respond to inquiries within 4 minutes and resolve issues within 24 hours. \u003C/p>\u003Cp>Our more advanced plans also come with a dedicated Customer Success Manager who will help you: \u003C/p>\u003Cul>\u003Cli>Set up data connections\u003C/li>\u003Cli>Organize your campaigns, data, clients, and locations\u003C/li>\u003Cli>Blend data sources and create custom metrics and dimensions\u003C/li>\u003Cli>Set up your reports and dashboards\u003C/li>\u003Cli>Anything else that ensures your success\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Whatagraph Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>“To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting.”\u003Ci> (\u003C/i>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“Whatagraph has a simple user interface that is easy to navigate even for those who don't have analytical skills.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8605558\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“Nothing better in the market, especially for the price. Whatagraph is extremely flexible, the visuals are beautiful (which is important for having clients be engaged in the reports) and very customizable to make complex data easy to ingest for the client.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>55+ stable native integrations \u003C/li>\u003Cli>Custom integrations via API, Google Sheets, or BigQuery\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph IQ\u003C/a> – AI-powered reporting tools\u003C/li>\u003Cli>Versatile drag-and-drop widgets\u003C/li>\u003Cli>Custom metrics, dimensions, and data blends\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Insights – automatic audits of connected data, anomaly detection, and recommendations\u003C/li>\u003Cli>Spaces – organize reports with descriptions, colors, and better team alignment\u003C/li>\u003Cli>Custom branding and white labeling\u003C/li>\u003Cli>Automated report sharing via email or live dashboard links\u003C/li>\u003Cli>Exports: PDF, Excel, CSV, or transfer directly to BigQuery/Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Stunning visual reports\u003C/li>\u003Cli>Makes results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003Cli>Free-forever plan\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Can be expensive for small agencies (under 10 employees) and freelancers\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph 3.0 offers flexible, credits-based plans designed to scale with your reporting needs:\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Forever Free\u003C/strong> – Get started at no cost with 5 source credits, Whatagraph IQ basics, pre-made templates, and live chat support\u003C/span>\u003C/li>\u003Cli>\u003Cstrong>Start – $229/month (billed annually):\u003C/strong> 20 source credits, essential integrations, pre-made templates, Whatagraph IQ, and live chat support\u003C/li>\u003Cli>\u003Cstrong>Boost – $579/month (billed annually):\u003C/strong> 60 source credits, advanced integrations, custom transformations, full white-labeling, performance overview, and a dedicated Customer Success Manager\u003C/li>\u003Cli>\u003Cstrong>Max – Custom pricing:\u003C/strong> 100+ source credits, premium integrations, advanced aggregations, SSO, tailored onboarding, and priority support\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Start free with Whatagraph.\u003C/a>\u003C/p>\u003Ch2>2. Coupler.io\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for: \u003C/strong>In-house marketing teams and marketing agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=uvh9FSEqMIw\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/uvh9FSEqMIw\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://www.coupler.io/\">Coupler.io\u003C/a> is a marketing reporting tool to eliminate complexity in data and create insightful dashboards. \u003C/p>\u003Cp>With Coupler.io, you can pull data from over 70 apps and visualize it in spreadsheets or BI tools like Looker Studio. Whether you prefer custom reports or ready-made dashboard templates, it’s easy to get started.\u003C/p>\u003Cp>What sets Coupler.io apart is its ability to transform, aggregate, and blend data from multiple sources. This means you can customize and optimize your reports to make smarter decisions, faster.\u003C/p>\u003Cp>While it’s ideal for marketers, Coupler.io also brings together sales, financial, project, and other business data in one place—making cross-channel analysis seamless.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Coupler_io_dashboard_38caf813bc.png\" alt=\"Coupler.io dashboard.png\">\u003Cstrong>Coupler.io reviews from Real Users:\u003C/strong>\u003C/p>\u003Cp>“Very simple to use and run, very good support services, easy to connect multiple sources.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/coupler-io/reviews/coupler-io-review-8702456\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“The lack of documentation in some subjects is the only downside that I have found for the moment.”\u003Ci> (\u003C/i>\u003Ca href=\"https://www.g2.com/products/coupler-io/reviews/coupler-io-review-9121580\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\"Perfect fit for anyone looking for a lean data reporting solution.\" \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/coupler-io/reviews/coupler-io-review-9902877\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>700+ no-code data integrations\u003C/li>\u003Cli>Data refresh scheduling\u003C/li>\u003Cli>Transform module\u003C/li>\u003Cli>100+ free dashboard templates\u003C/li>\u003Cli>Analytics consultancy services\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Access to data in real-time\u003C/li>\u003Cli>White-label and multi-channel reporting\u003C/li>\u003Cli>Human customer support and guided onboarding\u003C/li>\u003Cli>Powerful data transformation\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Limits on data connections in lower plans\u003C/li>\u003Cli>Lack of data destinations\u003C/li>\u003Cli>A learning curve for report customization\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing:\u003C/strong>\u003C/p>\u003Cp>Coupler.io's pricing is transparent. It includes a free plan and several paid ones, which start at $24 per month, for individuals and teams of different sizes. There are also add-on offerings for specific analytics cases.\u003C/p>\u003Ch2>3. Supermetrics\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for: \u003C/strong>Enterprises with dedicated data scientist teams\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/8u7N-06j8dw?feature=shared\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/8u7N-06j8dw\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-competitors-and-alternatives\">Supermetrics\u003C/a> is a data moving tool that pulls together marketing data from over 150 platforms, like Google Analytics and Facebook Ads, into data warehouses and BI tools like Big Query and Looker Studio. \u003C/p>\u003Cp>With automated normalization, Supermetrics reduces data redundancies and inconsistencies, making sure your data is clean. Supermetrics also offer “Custom Fields” which let you define how your data appears, whether you’re enriching existing metrics or creating new ones. \u003C/p>\u003Cp>You can also combine data from various marketing platforms to get a unified view of your performance.\u003C/p>\u003Cp>However, the drawback is that you’ll need to have a dedicated data scientist or a technical background yourself to use data mapping and transformations.\u003C/p>\u003Cp>In contrast, on Whatagraph, you can blend data, create custom metrics and dimensions, and organize your scattered data, in seconds using simple workflows.\u003C/p>\u003Cp>Similar to Funnel.io, Supermetrics doesn’t have the native visualization layer. While Funnel has a basic dashboard for internal data review, Supermetrics depends entirely on Looker Studio (Google Data Studio) dashboards and templates. \u003C/p>\u003Cp>While this may be convenient for marketers who’re already used to working with Google’s reporting tool, it brings all the limitations of Looker Studio, which become evident when you try to scale the volume of data and number of sources.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/supermetrics_57ef929e70.png\" alt=\"supermetrics dashboard \">\u003C/p>\u003Cp>The data organization features in Supermetrics are pretty basic and reserved for the highest plan only. Marketing teams that use this platform need IT expertise or data analysts to execute data mapping and transformation.\u003C/p>\u003Cp>Like Funnel.io, you need to manually refresh each report in the visualization tool whenever you change the underlying data.\u003C/p>\u003Cp>\u003Cstrong>Supermetrics Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>“Thanks to Supermetrics we were able to create a single dashboard for all our channels and now we can compare cost, clicks, impressions, conversions across all our channels.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10191303\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“I find the steeper learning curve associated with Supermetrics to be a bit challenging. “ \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10175379\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“Loading time for large amounts of data can take some time. I feel like that is more of a Looker issue than a Supermetrics issue mostly.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10256293\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Event tracking\u003C/li>\u003Cli>Real-time and retroactive reporting\u003C/li>\u003Cli>User, role, and access management\u003C/li>\u003Cli>Data collection\u003C/li>\u003Cli>Multichannel tracking\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Simple and easy to use\u003C/li>\u003Cli>Automated no-code data transfers\u003C/li>\u003Cli>Easy historical data retrieval\u003C/li>\u003Cli>Great for extracting data to BI or ML platforms\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Loading data to multiple destinations is not available with a single pricing plan\u003C/li>\u003Cli>Adding more data sources requires buying more connectors\u003C/li>\u003Cli>Looker Studio connector can get slow when connected to multiple ad accounts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Supermetrics offers pricing plans based on the final destination and the number of data sources you want to connect. However, for most plans, you must contact their sales to get quotes.  \u003C/p>\u003Ch2>4. Porter Metrics\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for: \u003C/strong>Marketing teams at\u003Cstrong> \u003C/strong>small to medium businesses who are on Hubspot, Shopify, and/or Klaviyo\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/porter_metrics_dashboard_e11b58f443.png\" alt=\"Porter Metrics dashboard template\">\u003C/p>\u003Cp>If you’re looking for a budget-friendly alternative to Funnel, Porter Metrics is a great choice. \u003C/p>\u003Cp>Porter Metrics is a no-code business intelligence tool for marketing teams at small to medium eCommerce and B2B businesses.\u003C/p>\u003Cp>You can connect to 19 sources, including eCommerce and CRM tools like Shopify, Klaviyo, and Hubspot, and move this data to 2 destinations—Looker Studio and Google Sheets.\u003C/p>\u003Cp>I went on a call with Juan, Co-Founder of Porter Metrics and he claims their Shopify and Hubspot integrations are “the best in the market”. If you mostly work with these two integrations, Porter Metrics would be a good choice for you. \u003C/p>\u003Cp>Essentially, here’s how Porter Metrics works: \u003C/p>\u003Col>\u003Cli>Connect your data and store it without codes or engineers\u003C/li>\u003Cli>Blend your cross-channel data to get an accurate view of key metrics \u003C/li>\u003Cli>Send this data to Looker Studio or Sheets\u003C/li>\u003Cli>Use Porter’s templates to create a Looker Studio report\u003C/li>\u003Cli>Share reports via links, PDF, or scheduled emails\u003C/li>\u003C/ol>\u003Cp>Apart from technical details, Porter’s advantage over Funnel is their personalized, warm support led by their very own CEO, Juan. \u003Ca href=\"https://www.g2.com/products/porter-metrics-porter/reviews/porter-review-7849892\">One of their customers\u003C/a> said:\u003C/p>\u003Cp>\u003Ci>“Their customer support is incredible; when we have a problem, they answer immediately and connect with us fast to solve it as soon as possible.”\u003C/i>\u003C/p>\u003Cp>However, note that there is no dedicated Customer Success Manager available on Porter, although there are substantial tutorial videos online. \u003C/p>\u003Cp>\u003Cstrong>Porter Metrics Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>“Fast, intuitive tool to connect your data sources for creating reports in looker studio.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/porter-metrics-porter/reviews/porter-review-10168093\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“The plugins for lookers studio are flawless and the templated report dashboards are a real time saver.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/porter-metrics-porter/reviews/porter-review-10417030\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“Some prebuilt templates seem to be outdated/their template library can be a bit buggy.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/porter-metrics-porter/reviews/porter-review-10247613\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>19 integrations\u003C/li>\u003Cli>100+ free dashboard templates \u003C/li>\u003Cli>White-labeling features (customize brand colors, logos, icons, and texts)\u003C/li>\u003Cli>Custom tags \u003C/li>\u003Cli>Custom metric builder that looks like Google Sheets\u003C/li>\u003Cli>Custom filters\u003C/li>\u003Cli>Customer support via chat, email, and calls\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Porter Metrics Pricing\u003C/strong>\u003C/p>\u003Cp>Porter Metrics offers a flat pricing based on the number of connected accounts across various marketing platforms. \u003C/p>\u003Cp>As of November 2024, these are the pricing plans they offer:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Solo: \u003C/strong>$14.99 / month for 1 account, unlimited users, live chat, and email\u003C/li>\u003Cli>\u003Cstrong>Teams: \u003C/strong>$39.99 / month for 5 accounts, unlimited users, premium templates, live chat, email, and 1-1 video calls\u003C/li>\u003Cli>\u003Cstrong>Agencies: \u003C/strong>$99.99 / month for 20 accounts, everything in “Teams” plus custom reports made by a Looker Studio specialist\u003C/li>\u003Cli>\u003Cstrong>Agencies Pro:\u003C/strong> $180 / month for 40 accounts and everything in “Agencies”\u003C/li>\u003C/ul>\u003Ch2>5. Domo\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for:\u003C/strong> Data teams and tech-savvy marketing teams\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/domo_c2997dc06e.png\" alt=\"domo dashboard \">\u003C/figure>\u003Cp>Domo is a cloud-based business intelligence platform that marketers can use to manage data, automate reporting, and deliver fast insights that fuel data-driven decisions. \u003C/p>\u003Cp>More skilled users can use Domo to create business apps and dashboards, and build data experiences that integrate real-time data from any source. \u003C/p>\u003Cp>Unlike some Funnel competitors, Domo has native data visualizations, self-service reporting, and embedded analytics. \u003C/p>\u003Cp>The platform is designed to be a one-stop data experience solution for executives across departments, from sales to marketing to engineering and HR. Over 1,000 data source connectors make such versatility possible.\u003C/p>\u003Cp>\u003Cstrong>Domo Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>“Domo has transformed how we use, interpret, analyze, synthesize, and make the most of our data. It really has been a gamechanger that has made us more data-empowered.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-9810603\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“I love that we can bring in data from a variety of sources and have it all tie together.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-9813502\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“Domo has a steep learning curve for new users and integrating it with niche third-party tools can be challenging.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-9815446\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Data and workflow apps - pre-built, low-code, or full-code\u003C/li>\u003Cli>Drag-and-drop report and dashboard builder\u003C/li>\u003Cli>1,000 on-premise and cloud connectors\u003C/li>\u003Cli>Data transformation and ETL\u003C/li>\u003Cli>Embedded analytics\u003C/li>\u003Cli>Mobile app\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy-to-use interface\u003C/li>\u003Cli>Real-time data access\u003C/li>\u003Cli>Wide choice of visualizations\u003C/li>\u003Cli>Large number of connectors\u003C/li>\u003Cli>Mobile access\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve despite user-friendly user interface\u003C/li>\u003Cli>It might require some SQL knowledge\u003C/li>\u003Cli>Performance issues with large datasets\u003C/li>\u003Cli>Costly additional features\u003C/li>\u003Cli>Limited report scheduling options\u003C/li>\u003Cli>Potential downtime issues due to cloud-based infrastructure\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Domo pricing is not publicly available, so you’d have to ask their sales team for a quote. \u003C/p>\u003Cp>However, the pricing is based on the overall usage of the platform and factors such as data storage, data refresh rates, the number of users, the volume of data queries, etc. Newly registered users get a 30-day trial.\u003C/p>\u003Ch2>6. Adverity\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for: \u003C/strong>Data analysts and engineers\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/adverity_66721b21a6.png\" alt=\"adverity dashboard \">\u003C/figure>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/adverity\">Adverity\u003C/a> is an integrated no-code data platform that marketers can use to connect various data sources, cleanse and transform data to get more granular insights, and ensure data quality. \u003C/p>\u003Cp>With Adverity, you can transfer data into databases, data lakes, cloud storage, visualization, and BI tools. Adverity helps users automate advanced data integration and governance so marketing teams can focus on managing their data and uncovering valuable insights. \u003C/p>\u003Cp>Unfortunately, like Funnel.io, you need another tool to visualize data and share reports with clients and stakeholders. \u003C/p>\u003Cp>If you need \u003Ci>one\u003C/i> platform to cover and scale the entire marketing reporting use case, you may have to consider other Funnel alternatives.\u003C/p>\u003Cp>\u003Cstrong>Adverity Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>“Adverity has a very easy and user-friendly user interface to navigate throughout the entire system.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-4786232\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“The passive destination with Google Data Studio is not helping to show the data easily.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-4800787\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“Powerful tool, but very complex to use” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-9825962\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>600+ pre-built connectors\u003C/li>\u003Cli>Data transfer to databases and data lakes\u003C/li>\u003Cli>AI-powered data transformation\u003C/li>\u003Cli>Built-in data governance\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No-code ETL transfers\u003C/li>\u003Cli>Predefined data transformation\u003C/li>\u003Cli>Manage all data from one place\u003C/li>\u003Cli>A large number of sources and destinations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Very basic dashboards\u003C/li>\u003Cli>The onboarding process may be difficult for non-tech people\u003C/li>\u003Cli>Even the basic pricing may be too expensive\u003C/li>\u003Cli>Lack of documentation on advanced features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Adverity has a pricing model without numbers. Instead, fully customized quotes are tailored to the needs and requirements of every client. However, to find out what the platform can cost, you need to fill out a form and book a demo session where they’ll offer the best plan for your use case.\u003C/p>\u003Ch2>7. NinjaCat\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for: \u003C/strong>Small to medium\u003Cstrong> \u003C/strong>marketing agencies\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ninjacat_18e266be10.png\" alt=\"ninjacat dashboard \">\u003C/figure>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/ninjacat\">NinjaCat\u003C/a> is a reporting platform for digital marketing agencies. \u003C/p>\u003Cp>It allows users to track the spend and performance of Google Ads, Bing Ads, Facebook Ads, and other PPC tools. Marketers can use this Funnel.io competitor to monitor campaigns and deliver reports demonstrating return on marketing investments.\u003C/p>\u003Cp>You can use NinjaCat to connect, clean, and transform marketing data and move it to any of the available destinations, including Google Cloud Platform, Amazon S3, and Microsoft Azure.\u003C/p>\u003Cp>Unlike Funnel.io alternatives such as Adverity or Supermetrics, NinjaCat has a native visualization layer for reporting. You can auto-generate reports from pre-made templates for different reporting cases.\u003C/p>\u003Cp>\u003Cstrong>NinjaCat Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>“I love how it pulls in our data across several different platforms into one cohesive report.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-8386280\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“The support the NinjaCat provides is exceptional.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-4347991\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>“I found a lot of the functionality on Ninjacat to be really clunky, unfortunately things take a LONG time to process if you're adding more than one filter to a table.” \u003Ci>(\u003C/i>\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-8000871\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>PPC and SEO reporting\u003C/li>\u003Cli>Easy ad spend and campaign performance monitoring\u003C/li>\u003Cli>White-label options\u003C/li>\u003Cli>White-glove setup and service\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automated client reporting\u003C/li>\u003Cli>One platform for integration and visualization\u003C/li>\u003Cli>Multiple choice of destinations\u003C/li>\u003Cli>Custom branded reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Separate workspaces to organize and visualize data\u003C/li>\u003Cli>Complex visualization builder\u003C/li>\u003Cli>Performance issues with reports\u003C/li>\u003Cli>No autosave in case of a crash\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>NinjaCat doesn’t offer fixed pricing plans, and no information is available on its website. The pricing is determined by the user's needs during the demo call with its account executives. \u003C/p>","2024-07-10T07:05:37.606Z","2025-10-06T14:30:47.698Z","2024-07-10T07:30:48.226Z","2025-09-23",{"id":979,"title":980,"slug":981,"summary":982,"body":983,"read_time":21,"createdAt":984,"updatedAt":985,"publishedAt":984,"errors":510,"table_of_contents":32,"dateReorder":986},2082,"How to Build a Client Dashboard: An Ultimate Guide for Agencies","client-dashboard","\u003Cp>Client dashboards are an integral part of the marketing reporting process thanks to their ability to provide clear, concise, and up-to-date insights into marketing performance. In this article, we will:\u003C/p>\u003Cul>\u003Cli>Explain what makes a great agency client dashboard\u003C/li>\u003Cli>Share a few examples of best client dashboards\u003C/li>\u003Cli>Provide a step-by-step guide on building a dashboard that meets your clients’ needs\u003C/li>\u003C/ul>\u003Cp>Whether you’re new to client dashboarding or looking to improve your existing process, this guide will give you the know-how needed to improve your reporting and deliver additional value to your clients. \u003C/p>","\u003Ch2>What is a client dashboard?\u003C/h2>\u003Cp>A client dashboard is a modern dynamic data display used by marketing agencies to visualize data in an interactive way and automate the processes of informing clients on the latest developments in their marketing performance. On their end, clients can use these dashboards to make data-driven decisions. \u003C/p>\u003Ch3>The roles and benefits of using client dashboards for reporting\u003C/h3>\u003Cp>A client dashboard acts as a centralized platform for data visualization, performance tracking, and communication. In this sense, a client dashboard has multiple roles that static PDF reports can’t fill.\u003C/p>\u003Cp>\u003Cstrong>Real-time performance tracking\u003C/strong>\u003C/p>\u003Cp>Client dashboards usually provide real-time access to key performance metrics and data. While the actual refresh time varies between different client dashboard software — often tied to pricing tiers — all of them allow marketers to monitor the effectiveness of their campaigns as they are unfolding. This kind of timely insight allows your team to make quick adjustments and optimizations. \u003C/p>\u003Cp>Another linked benefit is that client dashboards display essential KPIs (key performance indicators) in a format that is \u003Ci>easy to understand\u003C/i>. This helps both marketers and clients keep track of progress towards goals and objectives. \u003C/p>\u003Cp>However, keep in mind that not all dashboard solutions provide the options to change names of KPIs. When choosing your dashboard builder, make sure to check the level of customization that makes the displayed data digestible for non-technical users.\u003C/p>\u003Cp>\u003Ci>We use Whatagraph for all our client’s reports. The ability to title metrics differently is important to us, because we often report the same metrics to different clients and just need to call them differently, because many clients have internal terminology that is very different from one another.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Drew Cove\u003C/strong> - Senior SEO Manager @ \u003Ca href=\"https://www.digitalparc.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>DigitalParc\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Improved trust and transparency\u003C/strong>\u003C/p>\u003Cp>By presenting data in a transparent way, a client dashboard sets up clear communication between agencies and clients. With PDF reports, clients can always doubt if the agency is being completely honest or perhaps withholding unfavorable information — at least until they solve the problem. \u003C/p>\u003Cp>With live dashboards, however, clients can exactly see the performance of their SEO, content, or paid advertising campaigns — how their marketing budget is used and what results are achieved. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Consolidated_SEO_Overview_a8eaccc854.png\" alt=\"SEO dashboard\">\u003C/p>\u003Cp>This way, a client dashboard holds both the agency and the client accountable by clearly showing which strategies work and which don’t. As a result of transparency, both sides are motivated to \u003Ca href=\"https://whatagraph.com/blog/articles/building-trust-with-clients\">establish a relationship based on trust\u003C/a> and collaboration.  \u003C/p>\u003Cp>\u003Cstrong>Data-driven decision making\u003C/strong>\u003C/p>\u003Cp>Dashboards connect and visualize data from various sources, turning scattered data into actionable insights. Through different transformational features, marketers can easily (again, depending on the actual dashboarding platform) organize and visualize data so it feeds accurate decision-making, which in return leads to more effective strategies. \u003C/p>\u003Cp>Coupled with a data warehouse, client dashboards can also present historical data and visualize it against current trends so your team can identify patterns and even predict future performance. \u003C/p>\u003Cp>\u003Cstrong>Saving time\u003C/strong>\u003C/p>\u003Cp>By automating the process of data collection and reporting, client dashboards reduce the time and effort needed to compile reports manually, allowing marketing agency teams to focus on creative work and strategy optimization.\u003C/p>\u003Cp>Market Solutions, a marketing agency from Sweden, managed to save 30% using Whatagraph to report to 150+ clients with a team of only 15 people. \u003C/p>\u003Cp>In the past, the agency used PowerPoint presentations to report on their results. This way of reporting was far from practical. According to Karl-Viktor Jorkby, the Head of Digital Media Planning:\u003C/p>\u003Cp>\u003Ci>“It took us an average 5-10 hours to create a single report, which stood in the way of scaling and signing on new clients.”\u003C/i>\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/market-solutions\">Whatagraph solved Marketing Solutions’ problems\u003C/a> with flying colors. Thanks to a large number of native integrations, the intuitive UI of the dashboard builder, and seamless dashboard sharing, Marketing Solutions was able to save from 3 to 7 hours on each report and successfully scale their operations.\u003C/p>\u003Cp>\u003Ci>“By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Andreas Sandgren - CEO\u003C/strong> \u003Cstrong>@ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Greater client engagement and satisfaction\u003C/strong>\u003C/p>\u003Cp>Many agency client dashboards have interactive elements that allow clients to explore the data on their own. When discussing the biggest pain points with agency experts, we often hear that client’s don’t care about the reports. \u003C/p>\u003Cp>An interactive dashboard, on the other hand, allows clients to manipulate filters and date ranges themselves and feel more involved about their marketing campaigns. Still, keep in mind that a client can only feel engaged with the dashboard if it’s tailored to their specific needs and requirements. More about dashboard personalization in Best practices. \u003C/p>\u003Ch2>What does a client dashboard contain?\u003C/h2>\u003Cp>\u003Ca href=\"https://whatagraph.com/client-dashboard-software\">A client dashboard\u003C/a> should be comprehensive. Ideally, your clients should be looking at one dashboard only and instantly see the progress of all your marketing campaigns. Next, the dashboard needs to be user-friendly so they can easily navigate through visualizations and feel confident exploring data. Finally, it should provide a complete explanation of the client's data in a language they can understand. \u003C/p>\u003Cp>Let’s break down one client dashboard into the essential components. \u003C/p>\u003Ch3>Overview section\u003C/h3>\u003Cp>The overview section should provide the executive summary and KPI goals. It should act as a high-level brief of the overall performance, key highlights, and most important takeaways. Whatagraph dashboards, for example, allow you to include a text widget into this section so you can explain in plain language what is the current status. \u003C/p>\u003Cp>This section should display KPIs such as conversion rates, ROI, and customer acquisition cost, so clients can immediately assess the health and effectiveness of their marketing efforts.\u003C/p>\u003Ch3>Traffic and audience metrics\u003C/h3>\u003Cp>Clients may grasp the big picture more easily if you present the audience and traffic metrics together. \u003C/p>\u003Cp>As for the website traffic, you should display total visits, unique visitors, page views, and bounce rate. These are the essential metrics that cover website performance and identify trends in user behavior. \u003C/p>\u003Cp>You should also have a widget that breaks down traffic by source, for example organic, paid, social, direct, or referral. It will help you inform the clients where visitors are coming from and which channels are most effective. \u003C/p>\u003Cp>Audience demographics should include the age, gender, location, and interests of the audience, so you can better understand who is interacting with the client’s content so you can adjust marketing strategies accordingly.  \u003C/p>\u003Ch3>Engagement metrics\u003C/h3>\u003Cp>In this part of the client dashboard, you should present social media engagement and the performance of your email campaign.\u003C/p>\u003Cp>For social media engagement, give visual representations of likes, shares, comments, and followers across different social media platforms. As for the email campaign effectiveness, the best way to evaluate your success and identify areas for improvements is by analyzing open rates, click-through rates, bounce rates and unsubscribe rates.  \u003C/p>\u003Ch3>Conversion metrics\u003C/h3>\u003Cp>This section is the core of your client dashboard, where you present how successfully your agency is generating leads and ultimately revenue for your clients. \u003C/p>\u003Cp>Measure the effectiveness of lead generation efforts by tracking the number of leads, lead sources and lead quality. \u003C/p>\u003Cp>Sales and revenue metrics will allow clients to track the financial performance of your marketing campaigns and overall profitability. They’ll be most interested in total sales, revenue generated, average order value, and customer lifetime value. \u003C/p>\u003Cp>Make sure that clients understand at this point that conversion rate will vary for various stages of the funnel. On your part, you can use the dashboard to identify bottlenecks in the conversion process and optimize for better results. \u003C/p>\u003Ch3>Campaign performance\u003C/h3>\u003Cp>In this section you will present the most important metrics for individual campaigns, such as impressions, clicks, and conversions. By analyzing campaigns side by side, you can quickly identify which one has slowed down and needs your attention the most. \u003C/p>\u003Cp>You should also include the ad performance widget. Through metrics such as click-through rate (CTR), cost per click (CPC), cost per acquisition (CPA), and return on ad spend (ROAS), both you and your clients should be able to see which PPC channel is most efficient. \u003C/p>\u003Ch3>SEO and content performance\u003C/h3>\u003Cp>Although most clients will be interested in the engagement and conversion metrics primarily, no client dashboard is complete without organic performance insights. \u003C/p>\u003Cp>A table with ranking positions for target keywords and their changes over time will showcase the success of your SEO efforts and at the same time identify opportunities for improvement. To make your link-building strategy totally transparent as well, display the number and quality of backlinks, referring domains, and link growth over time. \u003C/p>\u003Cp>To evaluate the effectiveness of content marketing, make sure to include page views, time on page, social shares, and conversion rates for blog posts and other content categories. \u003C/p>\u003Ch3>What dashboard elements to use?\u003C/h3>\u003Cp>\u003Cstrong>Customizable widgets\u003C/strong>: If the client dashboard software is flexible enough to allow you to customize individual widgets, you can easily tailor your visualization to the specific client needs and preferences. In Whatagraph, you can directly manage data sources for each widget, apply different filters and calculations, as well as change the metrics and dimensions names, so they correspond to your client’s internal terminology. \u003C/p>\u003Cp>\u003Cstrong>Visualizations\u003C/strong>: Deciding which visual representations of data to use for which metrics can be challenging unless the dashboard tool helps you a bit. Whatagraph already comes with pre-made visualization for each data source so you can quickly drag-and-drop all data points to your dashboard, without having to figure out which graph or chart to use for which metric. You can also create your own visualizations from scratch by picking all components by hand and saving them as widget templates. \u003C/p>\u003Cp>\u003Cstrong>Comments and annotations\u003C/strong>: Whatagraph also makes it super easy to add any textual comments, explanations, or suggestions to any part of your dashboard. Just create a text widget and drag it wherever you want. All widgets are resizable and stick conveniently to the grid so you can easily find a way to fit the text box where needed. These text widgets are useful for explaining significant changes, trends, or anomalies in your data. You can also use them to suggest changes or new approaches to your strategy. \u003C/p>\u003Ch2>How to build client marketing dashboards?\u003C/h2>\u003Cp>Here are the 6 steps for building an effective client marketing dashboard:\u003C/p>\u003Cul>\u003Cli>Identify client needs and goals\u003C/li>\u003Cli>Choose the right software\u003C/li>\u003Cli>Select key marketing KPIs\u003C/li>\u003Cli>Design the dashboard layout \u003C/li>\u003Cli>Connect data sources \u003C/li>\u003Cli>Test and refine the dashboard\u003C/li>\u003C/ul>\u003Cp>Let’s explain each step in more detail.\u003C/p>\u003Cp>But if you're more of a visual type, we have a video explaining how to build a client dashboard:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/aOKTYOw9lro\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/aOKTYOw9lro\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>Step 1: Identify client needs and goals\u003C/h3>\u003Cp>By this point, you’ve met with your clients to learn more about their business and discussed their business objectives. Note down the specifics: \u003C/p>\u003Cul>\u003Cli>What outcomes are they looking to achieve? \u003C/li>\u003Cli>Who will be using the dashboard?\u003C/li>\u003Cli>What decisions will it help them make? \u003C/li>\u003C/ul>\u003Cp>Also, identify key challenges and pain points the client is facing in their marketing efforts. \u003C/p>\u003Cul>\u003Cli>What are the main obstacles to achieving your marketing goals?\u003C/li>\u003Cli>Are there specific metrics or data points that are difficult to measure?\u003C/li>\u003C/ul>\u003Cp> Next, work with the client to define what success looks like and which metrics will signal progress toward their goal. \u003C/p>\u003Cp>However, if a client is not too marketing-savvy, you’ll have to do this part yourself. Still, you can always ask them:\u003C/p>\u003Cul>\u003Cli>What are the critical KPIs for your business?\u003C/li>\u003Cli>How often do you need updates?\u003C/li>\u003C/ul>\u003Ch3>Step 2: Choose the right software\u003C/h3>\u003Cp>When choosing the right client dashboard software, you should consider several key factors. However, a few requirements are universal for any agency client dashboard:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Ease-of-use\u003C/strong>: Can be used without technical expertise\u003C/li>\u003Cli>\u003Cstrong>Flexibility\u003C/strong>: Adapts to a wider range of client requirements\u003C/li>\u003Cli>\u003Cstrong>Great integration capabilities\u003C/strong>: Supports a wider range of client data sources\u003C/li>\u003C/ul>\u003Cp>Let’s begin with integrations. \u003C/p>\u003Cp>\u003Cstrong>Evaluate integration capabilities\u003C/strong>\u003C/p>\u003Cp>Make sure that the \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-dashboard-software\">client dashboard software\u003C/a> you choose can connect all necessary data sources. This means several web analytics tools headed by Google Analytics 4, SEO tools, social media platforms, paid advertising tools — social, display, and programmatic — e-commerce, email marketing platforms, and CRMs. \u003C/p>\u003Cp>Whatagraph has an advantage over many other platforms because it has direct integrations with 50+ popular marketing data sources. In addition, it lets users connect any other data source via Google Sheets, BigQuery, or Custom API. \u003C/p>\u003Cp>Once you connect your clients' sources to a dashboard, the data flows automatically and refreshes every 15 minutes or less.\u003C/p>\u003Cp>\u003Cstrong>Assess customization and flexibility\u003C/strong>\u003C/p>\u003Cp>In contrast to in-house marketing teams, agencies serve a wide pool of clients, so the client dashboard software needs to be customizable to meet specific needs. \u003C/p>\u003Cp>What exactly does this mean?\u003C/p>\u003Cul>\u003Cli>Any dashboard template, whether pre-made or created by your team, should be easily adaptable to another client's use case. \u003C/li>\u003Cli>The dashboard should offer the full spectrum of white label and custom branding options, including being hosted on a custom domain and having changeable logos and brand colors. \u003C/li>\u003Cli>Whatagraph goes even further, allowing users to change the color scheme of chart and graph fields. \u003C/li>\u003Cli>As already mentioned, different clients may have different metric name conventions, so the dashboard should allow quick and scalable metric renaming across sources. \u003C/li>\u003Cli>Adding new or removing old sources should be fast and intuitive. Plug in - plug out. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Analyze reporting and visualization features\u003C/strong>\u003C/p>\u003Cp>Today’s best client dashboard tools support visualizations like bar charts, line charts, funnels, etc. However, what separates truly useful dashboards from average ones is the visualizations' interactivity and customization options of individual visualizations.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Social_Media_Dashboard_1b76b5d9ae.png\" alt=\"Social Media Dashboard\">\u003C/p>\u003Cp>You can customize every visualization widget in Whatagraph by applying custom filters, changing the visualization type, adding more sources to the visualization, blending the source data on the widget level, and changing the metrics' names so they are more understandable for specific clients. \u003C/p>\u003Cp>Sharing Whatagraph dashboards is easy and straightforward. Just share the live link, and clients can access their dashboard from anywhere. \u003C/p>\u003Cp>\u003Cstrong>Consider scalability and performance\u003C/strong>\u003C/p>\u003Cp>It’s also important to ensure that the software can grow with your agency. This not only means handling an increasing amount of data as your client base grows but also if the pricing plan towers can accommodate growth and still be feasible. \u003C/p>\u003Cp>An advantage of picking Whatagraph to create your \u003Ca href=\"https://whatagraph.com/agency-dashboard\">agency dashboard\u003C/a> is that you can create an unlimited number of dashboards even with the basic pricing plans. In contrast, some alternatives condition you to move to a more expensive plan if you want more than 15, 30, … dashboards, for example. \u003C/p>\u003Cp>How the dashboard performs with increased data sources and widgets is also an important factor. \u003C/p>\u003Cp>Looker Studio, for example, is known to get slow even with 2 blended data sources, while in Whatagraph, you can have a dashboard with 10 blended sources and 100 widgets and still don’t see any drop in speed. \u003C/p>\u003Cp>Finally, scalability also includes time-saving features. Whatagraph has multiple features built specifically so marketing agency users can save time while reporting to a number of clients. \u003C/p>\u003Cp>This includes bulk dashboard edits, an ability to save anything you create down to a single widget or calculation as a template, and the Overview feature — a single dashboard with any metrics from any of your agency’s dashboards. \u003C/p>\u003Cp>\u003Cstrong>Check customer support\u003C/strong>\u003C/p>\u003Cp>As your agency grows, there’s little time to lose on fixing bugs or learning how to do things the hard way. Don’t settle for anything less than live support, which can help you move the obstacle in minutes and ensure minimum downtime for your dashboard. \u003C/p>\u003Cp>You’ll be happy to hear that apart from useful tutorials and video help sections, Whatagraph has a 20/5 live chat support standing by to answer any questions and help you create anything you need. \u003C/p>\u003Cp>By covering all marketing agency client reporting needs, Whatagraph positions itself as a prime client dashboard solution. From direct integrations to stunning visualizations to intuitive UI and ease of use, it has everything you need to provide accurate performance tracking and stellar client experience. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> of Whatagraph and see how Whatagraph can improve your dashboarding workflows. \u003C/p>\u003Ch3>Step 3: Select key metrics and KPIs\u003C/h3>\u003Cp>This choice will largely depend on the type of dashboard and data sources it reports on. For more information, you can refer to the earlier section \u003Ci>What does a client dashboard contain?\u003C/i> However, no matter which KPIs you decide to include, make sure to agree on this with the client before you start building the dashboard. \u003C/p>\u003Ch3>Step 4: Design the layout\u003C/h3>\u003Cp>You can create the dashboard layout from scratch or use a pre-made client dashboard template. With Whatagraph, there’s no need to use wireframing tools or paper sketches. Simply start from a blank dashboard and drag and drop everything you need to the page. Move the visualizations around, resize them, or replace them as you go. The dashboard builder is intuitive, and you can always check the preview to see what your clients will see. \u003C/p>\u003Cp>On the other hand, you can choose between 70 ready-made Whatagraph dashboard designs which are created with user experience in mind and according to best reporting practices to prioritize the most important data while avoiding clutter. \u003C/p>\u003Ch3>Step 5: Integrate data sources\u003C/h3>\u003Cp>How easy or challenging this step will be also depends \u003Ca href=\"https://whatagraph.com/blog/articles/best-dashboard-reporting-tools\">on the dashboard tool you choose\u003C/a>. If you’re going with third-party data connectors, you risk mismatched performance, speed issues and uneven level of technical support, depending on the specific connector vendor. \u003C/p>\u003Cp>However, your job can be made easy if you use direct or native integrations, such as those built by the Whatagraph team. Adding a new data source to your dashboard takes a few clicks, while the integrations are fully managed without any need for maintenance on your side. \u003C/p>\u003Ch3>Step 6: Test and refine the dashboard\u003C/h3>\u003Cp>This step is more important for those agencies that build client dashboards using several tools that may or may not be fully compatible without developer workarounds. In that case, it makes sense to test the dashboard internally so you can identify any issues or areas for improvement. \u003C/p>\u003Cp>However, if you choose an all-in-one platform like Whatagraph, there’s no need to test or troubleshoot. When data integration, organization, and visualization take place within one fully managed platform, every dashboard works seamlessly on both ends.  \u003C/p>\u003Ch2>4 client dashboard examples\u003C/h2>\u003Cp>Here are the four client dashboard examples that can give you an idea of how to build your own. However, if your clients prefer month-on-month or quarterly reporting so they can see the incremental growth of their KPIs, you may consider \u003Ca href=\"https://whatagraph.com/blog/articles/client-reports\">building a client report\u003C/a> instead. This article explains client reporting in more depth and provides several examples of client reports. \u003C/p>\u003Ch3>1. Cross-channel client dashboard\u003C/h3>\u003Cp>A cross-channel dashboard is the most effective way of reporting for most clients. For example, a cross-channel client dashboard can help you present the impact of different marketing initiatives and long-term projects, such as search engine optimization, social media, paid advertising, and content campaigns.\u003C/p>\u003Cp>What insights can your clients get from a cross-channel dashboard?\u003C/p>\u003Cul>\u003Cli>Overall website analytics\u003C/li>\u003Cli>A reminder of goals to pursue\u003C/li>\u003Cli>Completed goals\u003C/li>\u003Cli>Overall campaign performance \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_dashboard_7f130df6e8.png\" alt=\"cross-channel dashboard\">\u003Cbr>Where to get this data from?\u003C/p>\u003Cul>\u003Cli>Google Analytics 4 \u003C/li>\u003Cli>Social media \u003C/li>\u003Cli>Ads platforms\u003C/li>\u003Cli>SEO tools\u003C/li>\u003C/ul>\u003Cp>Whatagraph’s cross-channel dashboard has seven sections:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Performance Overview\u003C/strong>: Progress bar chart with time passed, goal completions, as well as widgets for media spend, conversions, and cost per conversion.\u003C/li>\u003Cli>\u003Cstrong>Acquisition Overview\u003C/strong>: Top channel conversions vs. users (direct, organic, paid, referral).\u003C/li>\u003Cli>\u003Cstrong>Website Overview\u003C/strong>: A new users vs. user graphs, gauges for bounce rate, average session duration, and page performance.\u003C/li>\u003Cli>\u003Cstrong>Audience Overview\u003C/strong>: Users per device, demographics, and interests as in-market segments.\u003C/li>\u003Cli>\u003Cstrong>Google Ads Overview\u003C/strong>: Time passed, impressions, clicks, conversions, and cost.\u003C/li>\u003Cli>\u003Cstrong>Organic Traffic Overview\u003C/strong>: Time passed, users, new users, average rank, goal completions, and conversion rate.\u003C/li>\u003Cli>\u003Cstrong>Facebook Ads Overview\u003C/strong>: Time passed, impressions, link clicks, pixel leads, conversions, cost per conversion, and total spend.\u003C/li>\u003C/ol>\u003Cp>An additional benefit of using this cross-channel dashboard is that you can monitor and optimize the performance of individual clients’ channels without deep exploration of each channel individually.\u003C/p>\u003Cp>Instead, you can quickly present your clients with the most important key performance indicators and give an accurate report on your progress.\u003C/p>\u003Ch3>2. PPC client dashboard\u003C/h3>\u003Cp>A PPC client dashboard allows you to organize your clients’ paid ads data by tracking and monitoring important KPIs such as:\u003C/p>\u003Cul>\u003Cli>Clicks\u003C/li>\u003Cli>Cost\u003C/li>\u003Cli>Impressions\u003C/li>\u003Cli>Click-through rate (CTR)\u003C/li>\u003Cli>Conversion rates\u003C/li>\u003Cli>Cost-per conversion\u003C/li>\u003C/ul>\u003Cp>In addition, it helps you optimize the clients’ paid media campaigns by:\u003C/p>\u003Cul>\u003Cli>Removing keywords that aren’t performing\u003C/li>\u003Cli>Leaving out keywords that aren’t generating traffic\u003C/li>\u003Cli>Replacing keywords that haven’t got any impressions\u003C/li>\u003Cli>Stopping using seasonal keywords and those with a low-quality score\u003C/li>\u003C/ul>\u003Cp>Where to get this data from?\u003C/p>\u003Cul>\u003Cli>Facebook Ads\u003C/li>\u003Cli>Google Ads\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Snapchat Ads\u003C/li>\u003Cli>etc.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ppc_dashboard_8def8c9eb8.png\" alt=\"PPC dashboard\">\u003Cbr>PPC is one of the favorite marketing strategies for many agencies, mainly because the ROI is so easy to track. However, tracking all the client data sources separately only to combine metrics in a third tool is too complicated. \u003C/p>\u003Cp>Instead, you can use Whatagraph and collect key metrics from different ad platforms and consolidate the results into main KPIs\u003C/p>\u003Cp>Find our more tips on \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-build-ppc-dashboard\">how to build a PPC dashboard\u003C/a> for your agency in our separate guide. \u003C/p>\u003Ch3>3. SEO client dashboard\u003C/h3>\u003Cp>An SEO client dashboard is where your clients can see how their website performs in terms of SEO metrics, such as organic traffic, backlinks, technical SEO, etc. While some clients will ask you to summarize all aspects of your SEO efforts in the general, cross-channel dashboard, others prefer a separate dashboard.\u003C/p>\u003Cp>What insights can your clients get from an SEO dashboard?\u003C/p>\u003Cul>\u003Cli>Changes in website traffic\u003C/li>\u003Cli>The difference between organic traffic and other sources\u003C/li>\u003Cli>The ratio of branded vs. non-branded traffic\u003C/li>\u003Cli>Keywords that are driving most visits\u003C/li>\u003Cli>Status of organic rankings\u003C/li>\u003Cli>Overall backlink profile\u003C/li>\u003Cli>Any technical SEO issues\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/seo_dashboard_9bd58672ea.png\" alt=\"SEO dashboard\">\u003C/p>\u003Cp>Where to get this data from?\u003C/p>\u003Cul>\u003Cli>Google Analytics for traffic-related data\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Ahrefs, Semrush, and other SEO tools\u003C/li>\u003C/ul>\u003Cp>However, combining SEO metrics from different tools in spreadsheets can be challenging even for experts. Luckily, everyone in your agency can connect the client’s data sources to an SEO dashboard and start client reporting immediately.\u003C/p>\u003Cp>Here’s a more comprehensive guide on \u003Ca href=\"https://whatagraph.com/blog/articles/seo-client-dashboard\">how to build an SEO client dashboard\u003C/a>. \u003C/p>\u003Ch3>4. Social media performance client dashboard\u003C/h3>\u003Cp>A social media client dashboard is the best way to keep your clients up to date with:\u003C/p>\u003Cul>\u003Cli>What is happening with their follower base?\u003C/li>\u003Cli>How active is their brand on social media?\u003C/li>\u003Cli>Which posts generate the most engagement (why)?\u003C/li>\u003Cli>How many conversions do they get from each social media channel?\u003C/li>\u003C/ul>\u003Cp>Where to get this data from?\u003C/p>\u003Cul>\u003Cli>Google Analytics for referral traffic\u003C/li>\u003Cli>Social media analytics\u003C/li>\u003C/ul>\u003Cp>In a social media performance dashboard, it’s important to organize the data by channel, which is challenging without a dedicated data platform that can integrate data for joint insights and provide separate performance for each channel.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/social_media_dash_6b499e55d7.png\" alt=\"Social Media Dashboard\">\u003C/p>\u003Cp>Whatagraph’s social media dashboard helps marketing agencies manage social media analytics and evaluate the campaign effectiveness for every client.\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Building an engaging client dashboard is a good way to enhance transparency, enable data-driven decision-making, and build stronger relationships with your clients. \u003C/p>\u003Cp>By following the steps outlined in this guide, you can create dashboards that not only meet but exceed your client's expectations.\u003C/p>\u003Cp>Ready to transform your client dashboarding process? Start building your own insightful dashboards with Whatagraph. \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial\u003C/a> and experience firsthand how Whatagraph can help you visualize and share data with your clients\u003C/p>","2021-03-18T17:38:19.000Z","2025-03-13T10:37:40.556Z","2024-07-11",{"id":988,"title":989,"slug":990,"summary":991,"body":992,"read_time":62,"createdAt":993,"updatedAt":994,"publishedAt":995,"errors":31,"table_of_contents":32,"dateReorder":996},2317,"12 Best White Label Marketing Tools for Agencies in 2025","white-label-marketing-tools","\u003Cp>White label marketing tools allow agencies to offer professional third-party services branded as their own. Using flexible personalization and customization features, these tools help marketers to tailor each client’s experience — from SEO and lead generation to invoicing and marketing reports.\u003C/p>\u003Cp>In this guide, we present the 12 best white-label marketing solutions you can use to build credibility and expertise while offering a fully personalized experience to your clients.\u003C/p>\u003Cp>We selected these white-label agency platforms based on:\u003C/p>\u003Cul>\u003Cli>Ease of use\u003C/li>\u003Cli>White label features and custom options\u003C/li>\u003Cli>Customer support\u003C/li>\u003Cli>Pricing\u003C/li>\u003Cli>User reviews & ratings\u003C/li>\u003C/ul>\u003Cp>Let’s examine the best white-label software examples to help your agency streamline its digital marketing services, offer ultimate customization options, and stand out from the competition.\u003C/p>","\u003Ch2>What are white label marketing tools? \u003C/h2>\u003Cp>White-label marketing tools are unbranded SaaS products from third-party providers that allow agencies to personalize their services and brand identity. These tools provide agencies with a cost-effective way to expand their customization capabilities without investing in costly custom-developed reporting, SEO, social media management, and other client-facing software.\u003C/p>\u003Ch2>Why should your agency use white label marketing tools?\u003C/h2>\u003Cp>The short answer is simple — white label tools help you create a branded experience for your client with little effort on your end, leading to:\u003C/p>\u003Cul>\u003Cli>More consistent branding\u003C/li>\u003Cli>Scalable personalization\u003C/li>\u003Cli>Improved client experience\u003C/li>\u003C/ul>\u003Cp>White label reporting software reduce the amount of time that agencies invest to collect, aggregate, and present marketing metrics to clients. This is especially true for marketing agencies with a growing client base, which need every report to look professional and consistent with agency standards.\u003C/p>\u003Cp>However, the most commonly used reporting solutions like Looker Studio (ex-Google Data Studio), Google Sheets, and Google Analytics don’t leave a lot of white-labeling options.\u003C/p>\u003Ch3>5 benefits of using white label agency software\u003C/h3>\u003Cp>Here are five reasons agencies should consider using white label marketing automation and reporting software.\u003C/p>\u003Cp>\u003Cstrong>1. Brand identity\u003C/strong>\u003C/p>\u003Cp>Once you’re through with initial client discovery meetings, you’re most likely to communicate with clients via client reports. By adding your brand identity to every dashboard and report you share, you reinforce your agency's presence and remind clients that it’s you who helps them grow their numbers.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png\" alt=\"White label marketing tools - example \">\u003C/p>\u003Cp>\u003Cstrong>2. Personalized client experience\u003C/strong>\u003C/p>\u003Cp>It makes no difference if you have 5 or 55 clients. They all expect a personalized experience. You can make this happen by:\u003C/p>\u003Cul>\u003Cli>Including your clients’ logo and brand colors.\u003C/li>\u003Cli>Creating visually appealing reports with annotations and personal comments that give more context to your agency’s results.\u003C/li>\u003Cli>Hosting a marketing dashboard on your own domain that clients can access at any time to promote transparency.\u003C/li>\u003Cli>Sending reports directly from your agency’s email address.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>3. Agency scalability\u003C/strong>\u003C/p>\u003Cp>When you save time on client reporting, your agency can spend more time on billable tasks. By having your agency report and dashboard templates include pre-set branding choices, you also save time from having to manually brand and update new dashboards and reports every time. White-label reports, on the other hand, are completely scalable, as all clients’ metrics update in real time. If you need a report, you can easily select the date range you need and send it as a report in seconds.\u003C/p>\u003Cp>\u003Cstrong>4. Direct integrations with third-party tools\u003C/strong>\u003C/p>\u003Cp>To offer a truly personalizable and scalable reporting solution, agencies need a reposting platform that connects to as many marketing platforms as possible and in the easiest possible way. Whatagraph, for example, has direct pre-built integrations with platforms from Google Analytics 4, Piwik Pro, and Matomo to a range of other SEO, PPC, email marketing, and e-commerce tools, as well as CRM systems.\u003C/p>\u003Cp>\u003Cstrong>5. Stunning visualization\u003C/strong>\u003C/p>\u003Cp>No matter how experienced in marketing matters, your clients need to be able to understand the data they are looking at. A list of numbers in a spreadsheet won’t take you far in the client relationship sector, so you need to make the insights as visual as possible.\u003C/p>\u003Cp>White label your charts and graphs even with the colors of your choice for a more aesthetically pleasing experience. The two popular approaches are to adjust the chart field colors to either your agency’s or your clients’ schemes\u003C/p>\u003Ch2>Top 12 white label marketing platforms for agencies\u003C/h2>\u003Cp>So what are white label tools for agencies? \u003C/p>\u003Cp>White label tools that will give agencies the best features and experience for the money are: \u003C/p>\u003Col>\u003Cli>Whatagraph — white label marketing monitoring and reporting platform\u003C/li>\u003Cli>Metrics Watch — white label marketing analytics tool\u003C/li>\u003Cli>Active Campaign — white label email marketing tool\u003C/li>\u003Cli>SE Ranking — white label SEO software\u003C/li>\u003Cli>Mention — white label media monitoring tool\u003C/li>\u003Cli>SocialPilot — white label social media management tool\u003C/li>\u003Cli>Semrush — white label SEO platform\u003C/li>\u003Cli>HubSpot — white label marketing automation platform\u003C/li>\u003Cli>Vendasta — white label ecommerce platform\u003C/li>\u003Cli> Landingi — white label page builder\u003C/li>\u003Cli> OptinMonster — white label lead generation tool\u003C/li>\u003Cli>PromoRepublic — white label social media manager\u003C/li>\u003C/ol>\u003Cp>Let’s now review each of these tools in more detail. \u003C/p>\u003Ch3>1. Whatagraph - white label marketing monitoring and reporting platform\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is an easy-to-use platform to monitor and report on your marketing performance. With Whatagraph, you can replace multiple slow and complex tools with one marketing analytics platform. Unlike many competitors, Whatagraph is easy to use and allows anyone in your team to monitor and analyze scattered cross-channel data using intuitive visualizations.\u003C/p>\u003Cp>Instead of using different tools to collect, clean, and analyze data, Whatagraph integrates all your data into one fast and easy-to-use platform.\u003C/p>\u003Cp>\u003Cstrong>Results:\u003C/strong>\u003C/p>\u003Col>\u003Cli>Data is easier to organize and analyze.\u003C/li>\u003Cli>Teams can track their performance on internal dashboards and overviews.\u003C/li>\u003Cli>You can automate the way you report to clients or stakeholders.\u003C/li>\u003C/ol>\u003Cp>As a result, marketing analytics processes become more efficient, and everyone — from clients to teammates — can finally understand marketing data and focus on strategy and execution with hours saved.\u003C/p>\u003Cp>Using Whatagraph, you can create marketing reports and dashboards that match your client’s branding - they won’t see Whatagraph mentioned anywhere in the dashboard. Instead, you can show them your agency’s name, logo, brand colors, and text style.\u003C/p>\u003Cp>Every dashboard you send can look like a part of your agency’s website. This means your clients will immediately recognize your dashboard as a part of your brand. You can create a global theme for your agency or create multiple themes on the dashboard and even widget level. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/digital_marketing_dashboard_f120356bcf.png\" alt=\"White label marketing tools - Whatagraph\">\u003C/p>\u003Cp>Configure each dashboard by choosing from saved color templates. Use the built-in color selector to add your agency’s exact hex color codes for primary chart fields, positive, negative, accent fill, and many others.\u003C/p>\u003Cp>Provide a seamless user experience by hosting client dashboards on your agency’s domain. Replace the whatagraph.com domain with your agency name. This way, instead of seeing app.whatagraph.com, your clients will see dashboards.youragency.com/ \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Native integrations to popular marketing sources\u003C/li>\u003Cli>Connect any data source using Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Organize connected data without coding\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Cross-channel insights\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Overview (monitors the performance of all your clients or campaigns)\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Edit multiple reports in bulk\u003C/li>\u003Cli>Save anything as a template\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing\u003C/li>\u003Cli>No-code data transfers to BigQuery data warehouse\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>All-in-one marketing analytics solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Engaging visual reports\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Just one data warehouse destination (BigQuery) is available so far\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities. You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> to learn more about how Whatagraph can improve your marketing analytics and reporting while offering your clients a personalized experience.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎267 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎83 reviews\u003C/li>\u003C/ul>\u003Ch3>2. Metrics Watch - white label marketing analytics tool\u003C/h3>\u003Cp>\u003Ca href=\"https://metricswatch.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Metrics Watch\u003C/a> is an email-based digital marketing analytics tool for marketers and agencies. It allows marketers to send daily, weekly, or monthly reports directly inside the email body so clients can conveniently view their marketing performance data in their inbox. This white-label marketing software allows your team members to combine data from multiple marketing channels and visualize it using charts and graphs.\u003C/p>\u003Cp>Thanks to its user-friendly interface and comprehensive white-label reporting tools, Metrics Watch is a solid runner-up for personalizing digital marketing services.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png\" alt=\"White label marketing tools - MetricsWatch \">\u003C/p>\u003Cp>You can pick colors and brand reports with your logo then send them out straight from your chosen email. By choosing email delivery with no strings attached, Metrics Watch elegantly avoids somewhat annoying PDFs, links, and web-based reports. This allows users to access their latest data on any device from anywhere, with no UX lost.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Pre-made report templates\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Automated report delivery\u003C/li>\u003Cli>White-label reports\u003C/li>\u003Cli>Real-time alerts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to set up\u003C/li>\u003Cli>Convenient report sharing in email body\u003C/li>\u003Cli>Automated reporting process\u003C/li>\u003Cli>Good support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Need help from customer support to set custom metrics\u003C/li>\u003Cli>Limited design options\u003C/li>\u003Cli>No blended metrics\u003C/li>\u003Cli>No data transfer option\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Four pricing plans based on the number of configured reports. Free migration service from competing software is available for all plans.\u003C/p>\u003Cp>\u003Cstrong>Metrics Watch ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎2 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.3 · ‎3 reviews\u003C/li>\u003C/ul>\u003Ch3>3. ActiveCampaign - white label email marketing tool\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/activecampaign\">Active Campaign\u003C/a> is a marketing automation tool for email marketing, CRM, digital marketing, and messaging. Digital agencies use it as a lead generation platform for qualifying leads and engaging them with marketing automation and white label features.\u003C/p>\u003Cp>This white-label email marketing tool offers white-label services such as custom domains, HTML/CSS rebranding, custom button colors, borders, font colors, font sizes, etc. You can also remove all references and links to the ActiveCampaign brand and add your own brand insignia instead.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Active_Campaigns_9f79684322.png\" alt=\"White label marketing tools - ActiveCampaign \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Automated email campaigns with goal features \u003C/li>\u003Cli>Wide range of automation features\u003C/li>\u003Cli>Access to 250+ pre-built automation “recipes”\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Predictive email scheduling\u003C/li>\u003Cli>SMS marketing campaigns\u003C/li>\u003Cli>CRM feature\u003C/li>\u003Cli>Upfront pricing without setup fees\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Difficult integration with non-standard apps\u003C/li>\u003Cli>No phone support for Lite or Plus plans\u003C/li>\u003Cli>Lacks landing page creation\u003C/li>\u003Cli>Limited hours of support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>ActiveCampaign offers four pricing plans based on the number of users, contacts, and segmentation options.\u003C/p>\u003Cp>\u003Cstrong>ActiveCampaign ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2: \u003C/strong>4.5 · ‎13,231 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra: \u003C/strong>4.6 · 2,439 reviews\u003C/li>\u003C/ul>\u003Ch3>4. SE Ranking - white label SEO software\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">SE Ranking\u003C/a> is an all-in-one search engine optimization platform that comes with website auditing, competitor analysis, a position checker, and a backlink checker. Packed with advanced features, SE Ranking is useful both for agencies and in-house teams that need real-time insights on their SEO and PPC efforts, social media, and website performance via personalized dashboards.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SE_Ranking_f8d2f8f137.png\" alt=\"White label marketing tools - SE Ranking \">\u003C/p>\u003Cp>Thanks to its friendly design and lots of resources, SE Ranking fits easily into your daily workflow. For example, you can use your own domain name as a link to the SEO tool, customize the logo, interface, color scheme, etc.\u003C/p>\u003Cp>Plus, there are no additional fees for SE Ranking’s white label options - they are available in all pricing plans.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Intuitive multi-campaign SEO reports with automation features \u003C/li>\u003Cli>Keyword research tool \u003C/li>\u003Cli>AI-powered content research tool\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Detailed SEO statistics and historical data\u003C/li>\u003Cli>Versatile set of tools\u003C/li>\u003Cli>Useful content marketing tool\u003C/li>\u003Cli>Custom reporting features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Agency-pack add on not available on all plans\u003C/li>\u003Cli>AI writing functionality has word limits\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>SE Ranking has three pricing plans differentiated by the number of managers' seats and projects, as well as the access to advanced features like on-page SERP analysis, historical data, and API.\u003C/p>\u003Cp>\u003Cstrong>SE Ranking ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2: \u003C/strong>4.8 · ‎1,321 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra: \u003C/strong>4.7 · 2284 reviews\u003C/li>\u003C/ul>\u003Ch3>5. Mention - white label media monitoring tool\u003C/h3>\u003Cp>Mention is a social media marketing management tool that helps marketing agencies manage multiple social media accounts. It features social listening and social publishing options that allow marketers to collect brand insights through media monitoring. This white labeling software includes real-time monitoring that lets you see what is being said about your clients’ businesses online — on social media, forums, news sites, and blogs.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png\" alt=\"White label marketing tools - Mention \">\u003C/p>\u003Cp>Thanks to its white label options, you can customize your automated email reports with your client’s logo.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Web & social listening\u003C/li>\u003Cli>Social media scheduling \u003C/li>\u003Cli>Social measurement\u003C/li>\u003Cli>Sentiment scoring\u003C/li>\u003Cli>Influencer identification\u003C/li>\u003Cli>Social reporting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Daily summaries of what’s happening across social media\u003C/li>\u003Cli>Influencer tracking\u003C/li>\u003Cli>Boolean searches and negative keywords\u003C/li>\u003Cli>Both free and paid plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Tends not to catch all the mentions\u003C/li>\u003Cli>Difficult to monitor generic company names\u003C/li>\u003Cli>Steep pricing plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Mention has four pricing plans based primarily on the number of users, mentions, and alerts. However, users often object that the pricing plans could be reworked to better match different user segments.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cp>\u003Cstrong>G2\u003C/strong>: 4.3 · ‎439 reviews\u003C/p>\u003Cp>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎289 reviews\u003C/p>\u003Ch3>6. SocialPilot - white label social media management tool\u003C/h3>\u003Cp>SocialPilot is a social media management tool that agencies use to report social media analytics to their clients across a range of platforms. SocialPilot is a go-to project management white label solution for many social media agencies as it allows them to quickly generate posts using native AI, collaborate with both team members and clients, plus you can plan up to 500 posts at once.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Social_Pilot_f7d516d02a.png\" alt=\"White label marketing tools - SocialPilot \">\u003C/p>\u003Cp>You can aggregate the results of your analytics in white label PDF reports that can include both high-level page metrics or more detailed post insights.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Supports many social media accounts\u003C/li>\u003Cli>Native AI for easy post generation\u003C/li>\u003Cli>Bulk actions\u003C/li>\u003Cli>Client management\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>User-friendly interface\u003C/li>\u003Cli>Multi-account management\u003C/li>\u003Cli>Drafts approval workflow\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Incomplete Instagram analytics\u003C/li>\u003Cli>Delayed notifications for failed posts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>SocialPilot comes with four pricing plans that are differentiated based on the number of users and social media accounts, as well as advanced features like Client Approval and Content Library. White-label options are, however, reserved only for the top-tier plan called Agency+.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎786 review\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎365 reviews\u003C/li>\u003C/ul>\u003Ch3>7. Semrush - white label SEO platform\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/semrush\">Semrush\u003C/a> is one of the most popular SEO agency software on the market with a range of features, from keyword research to competitive analysis to backlink analysis to website auditing. This white label SEO tool allows you to create personalized reports with data from clients’ Google Search Console, Google Business Profile, Google Analytics, and other integrations. A feature that stands out is the Semrush white label content writing service, which delivers anonymous writing for your agency.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png\" alt=\"White label marketing tools - Semrush \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Keyword analysis\u003C/li>\u003Cli>Backlink management\u003C/li>\u003Cli>SERP ranking trackingAbout SERP ranking tracking\u003C/li>\u003Cli>Site audit\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Local SEO capabilities\u003C/li>\u003Cli>Comprehensive site audits\u003C/li>\u003Cli>Competitive insights across industries\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Traffic estimates are often overly optimistic\u003C/li>\u003Cli>Many tabs may confuse new users\u003C/li>\u003Cli>No SEO writing assistant\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Semrush offers three pricing plans that differ mostly in the number of projects, tracked keywords, and the number of results per report.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎2,101 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎2,232 reviews\u003C/li>\u003C/ul>\u003Ch3>8. HubSpot - white label marketing automation platform\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/hubspot\">HubSpot\u003C/a> is a marketing automation software that relies on workflows and bot builders to create automated campaigns for clients. This white label digital marketing platform also includes automated email marketing services, SMS marketing, and in-product marketing features. HubSpot’s white label marketing automation helps agencies set up personalized chatbots, email triggers, social media workflows, and more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png\" alt=\"White label marketing tools - HubSpot \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Customer data management\u003C/li>\u003Cli>Opportunity management\u003C/li>\u003Cli>Interaction tracking\u003C/li>\u003Cli>Billing and invoicing management\u003C/li>\u003Cli>Reporting\u003C/li>\u003Cli>Forecasting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Real-time data analytics\u003C/li>\u003Cli>Time-saving features\u003C/li>\u003Cli>Quick filters and views\u003C/li>\u003Cli>Personalized email campaigns\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Price too high for startups\u003C/li>\u003Cli>Reporting can be challenging\u003C/li>\u003Cli>No log for changes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>HubSpot has an elaborate pricing scheme based on the product category, number of users, marketing contacts, and added features.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎11,012 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎4,161 reviews\u003C/li>\u003C/ul>\u003Ch3>9. Vendasta - white label ecommerce platform\u003C/h3>\u003Cp>\u003Ca href=\"https://www.vendasta.com/content-library/white-label-products/\" target=\"_blank\" rel=\"noopener noreferrer\">Vendasta\u003C/a> is an end-to-end marketing platform that offers CRM, billing software and e-commerce products that agencies can resell to medium and small businesses. Part of its toolkit includes a business app that creates white-labeled client dashboards. Apart from the customer communication hub, appointment booking, and automated reporting, Vendasta offers native advertising, social media management, website creation, and even blog writing.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Vendasta_5e41c85854.png\" alt=\"White label marketing tools - Vendasta \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Third-party integrations\u003C/li>\u003Cli>Unlimited users\u003C/li>\u003Cli>SMS customer messaging\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Very competitive pricing\u003C/li>\u003Cli>Focus on local businesses\u003C/li>\u003Cli>Constant stream of new features\u003C/li>\u003Cli>250+ marketing apps\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Big learning curve\u003C/li>\u003Cli>Business app not downloadable\u003C/li>\u003Cli>Email & automation functions lag behind some competitors\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Vendasta offers four pricing plans based on the number of team member seats and Snapshot reports per month. Higher pricing tiers include the Multi-Location Business App and volume discounts.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎323 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎158 reviews\u003C/li>\u003C/ul>\u003Ch3>10. Landingi - white label page builder\u003C/h3>\u003Cp>Landingi is a landing page builder tool for digital agencies. This tool caters to agencies that serve multiple clients and want to keep things personalized and organized. Their white-label plan includes unlimited landing pages, leads, and visitors, as well as 40 active sub-accounts under your own brand. Agencies can also host the Landingi solutions on their own domain using their own or clients’ branding. Other custom options include setting up your own login page, 404 error page, and branded emails.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Landingi_89a2662640.png\" alt=\"White label marketing tools - Landingi \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Landing page builder\u003C/li>\u003Cli>Ready-made templates\u003C/li>\u003Cli>A/B testing\u003C/li>\u003Cli>Forms\u003C/li>\u003Cli>Customer support\u003C/li>\u003Cli>Integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>A variety of templates\u003C/li>\u003Cli>Drag-and-drop editor\u003C/li>\u003Cli>Export landing pages directly to WordPress\u003C/li>\u003Cli>Responsive support team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Analytics need work\u003C/li>\u003Cli>Bugs when generating copy with AI\u003C/li>\u003Cli>Reports take time to export\u003C/li>\u003Cli>Lack of folders for landing pages\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Landingi has three pricing plans that vary by the number of digital assets built per month, amount of traffic, and the number of custom domains. For annual subscription, there’s a two-month’s grace period.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎305 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.8 · ‎179 reviews\u003C/li>\u003C/ul>\u003Ch3>11. OptinMonster - white label lead generation tool\u003C/h3>\u003Cp>OptinMonster is a lead generation tool designed to help marketing agencies, businesses, and bloggers build conversion campaigns using website tools such as popups, floating bars, slide-ins and inline forms. Optimized for hands-on engagement and conversions, this white label online marketing solution has everything your team needs to keep visitors engaged on your client’s website, such as geolocation targeting, Lightbox popups, gamified wheels, page level targeting, and exit intent detection.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Optin_Monster_0561023ac2.png\" alt=\"White label marketing tools - OptinMonster \">\u003C/p>\u003Cp>However, OptinMonster doesn't offer white label services, but does provide white label tools. For example, users can customize the dashboard with their own branding, add their logo, colors, and textual content.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Multiple types of popups\u003C/li>\u003Cli>Drag-and-drop popup builder + templates\u003C/li>\u003Cli>Detailed targeting and trigger rules\u003C/li>\u003Cli>Dedicated e-commerce features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Large number of pre-designed campaigns\u003C/li>\u003Cli>Many options for display rules\u003C/li>\u003Cli>Responsive support team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Needs more integrations built\u003C/li>\u003Cli>Mobile design need work\u003C/li>\u003Cli>No end date/time to automatically shut them down\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>OptinMonster offers four pricing plans based on the number of pageviews and site used, as well as advanced features and integrations. Removing the OptinMonster badge and custom domain are only available in the two upper-end tiers.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎93 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.2 · ‎75 reviews\u003C/li>\u003C/ul>\u003Ch3>12. PromoRepublic - white label social media manager\u003C/h3>\u003Cp>\u003Ca href=\"https://promorepublic.com/en/white-label-social-media-management-software/\" target=\"_blank\" rel=\"noopener noreferrer\">PromoRepublic\u003C/a> is a social media management software for agency teams with a large client base who need a third-party platform to manage their clients’ social media marketing efforts, but want to deliver a branded experience. Using the platform’s white-label options, you can brand your social media manager with your logo, colors, and custom domain. White label sales materials and pre-made templates are also available.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Promo_Republic_f3682a3b25.png\" alt=\"White label marketing tools - PromoRepublic \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Clean dashboard interface\u003C/li>\u003Cli>Post scheduling\u003C/li>\u003Cli>Social media calendar\u003C/li>\u003Cli>Social media inbox\u003C/li>\u003Cli>Intuitive creative editor\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All-in-one white label interface\u003C/li>\u003Cli>Content library\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>You may not find all social media integrations\u003C/li>\u003Cli>Focus on templates rather than custom content\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>PromoRepublic offers three pricing tiers based on the number of users, social media accounts, and advanced options like content approval workflows, social listening, and local SEO insights.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎160 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.6 · ‎148 reviews\u003C/li>\u003C/ul>\u003Ch2>How we choose the best white label marketing tools\u003C/h2>\u003Cp>We created this list of white label software examples based on these criteria\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Ease of use\u003C/strong>: We prioritized the tools that are intuitive to use with minimum training and data or analytics expertise.\u003C/li>\u003Cli>\u003Cstrong>Value for money\u003C/strong>: Each has features and capabilities that make it worth the investment.\u003C/li>\u003Cli>\u003Cstrong>Extensive features\u003C/strong>:\u003Cstrong> \u003C/strong>We listed tools that do more than just client reporting to reduce your tech stack. \u003C/li>\u003Cli>\u003Cstrong>Integrations\u003C/strong>:\u003Cstrong> \u003C/strong>It’s essential to choose a white label reporting tool that easily integrates with a majority of marketing platforms and ensures a stable connection.\u003C/li>\u003Cli>\u003Cstrong>Able to scale\u003C/strong>:\u003Cstrong> \u003C/strong>Agencies need marketing tools that are able to grow as their business and client base increases\u003C/li>\u003C/ul>\u003Ch2>What to look for in white label software\u003C/h2>\u003Cp>Before you choose the right white label tool for your agency, make sure it has the following features: \u003C/p>\u003Ch3>Customization options\u003C/h3>\u003Cul>\u003Cli>To add your agency’s or your clients’ logo, plus different logos for different reports \u003C/li>\u003Cli>The ability to use custom brand colors throughout the platform, including on client-facing dashboards and reports\u003C/li>\u003Cli>The option to choose where to add your custom colors (including charts, graphs, titles, and text)\u003C/li>\u003Cli>Multiple accounts that can be white-labeled for different agency brands or divisions\u003C/li>\u003Cli>The ability to create different white label profiles for each client\u003C/li>\u003Cli>Custom email domains\u003C/li>\u003Cli>Custom dashboard domains\u003C/li>\u003Cli>Custom report domains \u003C/li>\u003C/ul>\u003Ch3>Native integrations\u003C/h3>\u003Cul>\u003Cli>Direct, in-house built connectors to popular marketing systems \u003C/li>\u003Cli>Data extraction from various sources \u003C/li>\u003Cli>Easy way to add more data sources to reports or blends\u003C/li>\u003Cli>API access for custom integrations\u003C/li>\u003C/ul>\u003Ch3>Pricing and support \u003C/h3>\u003Cul>\u003Cli>Transparent pricing structure \u003C/li>\u003Cli>Scalability to accommodate your agency’s growth\u003C/li>\u003Cli>Responsive live chat support\u003C/li>\u003C/ul>\u003Ch2>FAQ\u003C/h2>\u003Cp>\u003Cstrong>What is white label automation?\u003C/strong>\u003C/p>\u003Cp>White label automation in marketing is a software or tool that automates repetitive tasks and streamlines their processes while allowing agencies or businesses to brand the software solution as their own. It increases their visibility in the market and reinforces their brand identity. \u003C/p>\u003Cp>\u003Cstrong>What is a white label in marketing?\u003C/strong>\u003C/p>\u003Cp>White label marketing products are sold by agencies with their own branding and logo but the products themselves are originally developed and sold by a third party. White labeling occurs when the purchaser of a service requests that its own branding is used instead of the manufacturer’s or retailer’s one.\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>If you work in a digital marketing agency or own one, you know the importance of personalization. Every client is different, and every digital marketing campaign, marketing strategy, content creation, and every goal requires a different approach.  \u003C/p>\u003Cp>White label marketing tools allow you to tailor each new client’s experience without spending much time on expensive custom solutions that are challenging to scale. \u003C/p>\u003Cp>A white label solution that will make the most impact is the one that allows you to create personalized reports on all your marketing efforts — in this case Whatagraph.\u003C/p>\u003Cp>With direct integrations to over 50 social media, SEO, PPC, email marketing, and web analytics platforms, it enables your team to quickly create report and dashboard templates for different clients and automate their sharing. \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial\u003C/a> today and experience Whatagraph’s white label capabilities in first hand. \u003C/p>","2024-07-22T05:42:02.477Z","2025-02-02T21:32:23.399Z","2024-07-22T05:42:15.338Z","2024-07-22",{"id":998,"title":999,"slug":1000,"summary":1001,"body":1002,"read_time":62,"createdAt":1003,"updatedAt":1004,"publishedAt":1005,"errors":31,"table_of_contents":32,"dateReorder":1006},2318,"15 Best Facebook Analytics Tools for Marketers in 2025","facebook-analytics-tools","\u003Cp>A Facebook analytics tool can give you a peek into your audience demographics, the performance of your posts and ads, your engagement rate, and other metrics that help you direct your social media strategy. However, picking the right Facebook analytics software for your team or agency can be challenging for two main reasons:\u003C/p>\u003Cul>\u003Cli>Facebook shut down its native analytics tool in 2021.\u003C/li>\u003Cli>There are many strong competitors in the market.\u003C/li>\u003C/ul>\u003Cp>The ideal Facebook analysis tool should be:\u003C/p>\u003Cul>\u003Cli>Able to take full advantage of all the analytics data that is available from a Facebook business page.\u003C/li>\u003Cli>Able to scale with your business.\u003C/li>\u003Cli>Simple enough to be used with little or no training.\u003C/li>\u003C/ul>\u003Cp>In this article, we are going to review the top 14 Facebook analytics tools you can use to measure your or your clients’ Facebook marketing efforts.\u003C/p>","\u003Ch2>What are Facebook analytics tools?\u003C/h2>\u003Cp>Facebook Analytics tools are software products that marketers use to understand the performance of their or their clients’ Facebook account. These tools provide valuable insights into user demographics, behaviors, and interactions, helping marketers make data-driven decisions to optimize their Facebook marketing strategies.\u003C/p>\u003Cp>These tools analyze Facebook metrics such as views, likes, engagement, click-throughs, comments, and the number of followers.\u003C/p>\u003Cp>This effectively means that you can spend more time on creative projects or building client relationships while a Facebook analytics tool works in the background, monitoring row after row of numbers for you.\u003C/p>\u003Cp>As mentioned, Facebook analytics also reveals information about people who see or react to your posts or simply follow your account. What time are your followers most active? Is your content optimized for account managers in companies with over 50 employees or tech graduates looking to start a freelance operation?\u003C/p>\u003Cp>By reviewing and analyzing your Facebook performance, you can understand what is working fine and what needs some work to get there.\u003C/p>\u003Ch2>Top 15 Facebook analytics tools\u003C/h2>\u003Cp>Here is our list of the best Facebook analytics tools and platforms based on their distinctive features, customer support, and pricing.\u003C/p>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is an easy-to-use platform to monitor and report on your marketing performance, including Facebook page performance and Facebook Ads. With Whatagraph, you can replace multiple slow and complex tools with one marketing analytics platform. However, unlike many competitors, Whatagraph allows you to monitor other social media marketing platforms outside Meta. Plus, it has a whole range of direct integrations for SEO, PPC, web analytics, and email marketing tools to present scattered cross-channel data using intuitive visualizations.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_2_629e42fdb5.png\" alt=\"facebook analytics tools\">\u003C/p>\u003Cp>You can organize data by the specific reporting needs. Unify metric names, group countries in tiers, or blend Facebook metrics with data from other channels.\u003C/p>\u003Cp>Thanks to a professionally-built Facebook dashboard template, you can easily create any Facebook analytics dashboard or report customized to your client’s or company’s requirements and with the business KPIs of choice.\u003C/p>\u003Cp>Instead of using different tools to collect, clean, and analyze data, Whatagraph integrates all your data into one fast and easy-to-use platform.\u003C/p>\u003Cp>\u003Cstrong>Results:\u003C/strong>\u003C/p>\u003Col>\u003Cli>Data is easier to organize and analyze.\u003C/li>\u003Cli>Teams can track their performance on internal dashboards and overviews.\u003C/li>\u003Cli>You can automate the way you report to clients or stakeholders.\u003C/li>\u003C/ol>\u003Cp>As a result, marketing analytics processes become more efficient, and everyone — from clients to teammates — can finally understand marketing data and focus on strategy and execution with hours saved.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Native integrations to popular marketing sources\u003C/li>\u003Cli>Connect any data source using Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Organize connected data without coding\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Cross-channel insights\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Overview (monitors the performance of all your clients or campaigns)\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Edit multiple reports in bulk\u003C/li>\u003Cli>Save anything as a template\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing\u003C/li>\u003Cli>No-code data transfers to BigQuery data warehouse\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>All-in-one marketing analytics solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Engaging visual reports\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Just one data warehouse destination (BigQuery) is available so far\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities. You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎267 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎83 reviews\u003Cbr> \u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> to learn more about how much time you can save while tracking performance and reporting on Facebook and other social media insights.\u003C/p>\u003Ch3>2. Metrics Watch \u003C/h3>\u003Cp>\u003Ca href=\"https://metricswatch.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Metrics Watch\u003C/a> is a Facebook data analysis tool that you can use to send reports directly to your team’s or clients’ inboxes. The software comes with a drag-and-drop builder that lets you easily create marketing reports with data from all your marketing channels. This means you can have Facebook metrics alongside Google Analytics insights or performance metrics from your paid ads accounts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_3_1663b0bdb5.png\" alt=\"Facebook Analytics Tools - Metric Watch\">\u003C/p>\u003Cp>Rather than depending on PDF documents or building live links to reports and dashboards, Metrics Watch has developed a workflow where the recipients get all the data in a custom email body with their logo and branding. This way, they can access their latest report at any time from anywhere.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Pre-made report templates\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Automated report delivery\u003C/li>\u003Cli>White-label reports\u003C/li>\u003Cli>Real-time alerts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to set up\u003C/li>\u003Cli>Convenient report sharing in email body\u003C/li>\u003Cli>Automated reporting process\u003C/li>\u003Cli>Good support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Need help from customer support to set custom metrics\u003C/li>\u003Cli>Limited design options\u003C/li>\u003Cli>No blended metrics\u003C/li>\u003Cli>No real-time dashboards\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Four pricing plans based on the number of configured reports. Free migration service from competing software is available for all plans.\u003C/p>\u003Cp>\u003Cstrong>Metrics Watch ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎2 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.3 · ‎3 reviews\u003C/li>\u003C/ul>\u003Ch3>3. Keyhole\u003C/h3>\u003Cp>\u003Ca href=\"https://keyhole.co/facebook-analytics/\" target=\"_blank\" rel=\"noopener noreferrer\">Keyhole\u003C/a> is a social media management tool with a heavy focus on analytics. Apart from Facebook, this tool offers analytics for several platforms, aiming to help brands analyze all aspects of their online presence. From influencer tracking to competitor analyses and campaign tracking to hashtag analytics, Keyhole has a variety of great user-friendly features for brands looking to get a full return on their Facebook content performance.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_4_099abc5094.png\" alt=\"facebook analytics tools - keyhole\">\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Automated Facebook reports\u003C/li>\u003Cli>Hashtag tracking\u003C/li>\u003Cli>Competitor profile analytics and account tracking\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Monitoring campaign reach and engagement via hashtags across social platforms\u003C/li>\u003Cli>Influencer performance analytics\u003C/li>\u003Cli>Reports are comprehensive and easy-to-understand\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Limited number of integrations\u003C/li>\u003Cli>Even the basic pricing plan might be too expensive for SMBs\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Keyhole has four pricing plans, which are differentiated by the number of mentions, trackers, influencers you can track, and user seats. White-label options are only available for the two upper-end plans, while the Custom plan also comes with API access, historical data, and unlimited influencer tracking.\u003C/p>\u003Cp>\u003Cstrong>Keyhole ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.3 · ‎69 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 5 · ‎2 reviews\u003C/li>\u003C/ul>\u003Ch3>4. Sprout Social\u003C/h3>\u003Cp>Sprout Social is an all-in-one social media management tool that helps brands create, schedule, manage, and monitor their social media content. You can use Sprout Social to monitor key metrics from almost any social network, including Facebook. The tool’s Facebook analytics options allow agencies to get a good overview of their clients’ Facebook business pages and quickly grasp the total impressions, engagement rate, clicks, audience growth, and more. Also, you can track audience demographics to ensure your Facebook posts are targeting the right people.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_5_f4a08e068b.png\" alt=\"facebook analytics tools - Sprout Social\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Engaging, easy to read graphs\u003C/li>\u003Cli>Sentiment analysis\u003C/li>\u003Cli>Competitor reports\u003C/li>\u003Cli>Option to tag content by campaign\u003C/li>\u003Cli>Boolean keyword searches\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Content scheduling options\u003C/li>\u003Cli>Social listening\u003C/li>\u003Cli>Respond to DMs directly\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Not-so-responsive support\u003C/li>\u003Cli>No Shopify integration\u003C/li>\u003Cli>Bugs with new Instagram API\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Sprout Social offers four pricing plans that are based on the number of advanced social media analytics features. Keep in mind that social listening and cross-channel social media analytics are available only with the custom Enterprise plan.\u003C/p>\u003Cp>\u003Cstrong>Sprout Social ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎3,370 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎579 reviews\u003C/li>\u003C/ul>\u003Ch3>5. Rival IQ\u003C/h3>\u003Cp>Rival IQ is another Facebook page analytics tool that can monitor several different platforms, like TikTok, Instagram, YouTube, LinkedIn, and TikTok. As its name hints, Rival IQ focuses on spying on what your competition is brewing and presenting insights on a simple yet customizable dashboard. To sweeten the deal, this social media analytics tool comes with a number of free tools for small businesses who want to monitor their social media analytics on a budget. In its vanilla mode, Rival IQ gives you a neat presentation of the usual Facebook analytics metrics, such as follower growth, conversions, and other engagement metrics.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_6_eabd258e57.png\" alt=\"facebook analytics tools - Rival IQ\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All Facebook analytics metrics in one place\u003C/li>\u003Cli>Competitive benchmarking\u003C/li>\u003Cli>Facebook ads analytics tool\u003C/li>\u003Cli>Competitive analysis\u003C/li>\u003Cli>Machine learning\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Robust platform that improves continually\u003C/li>\u003Cli>Easy to visualize data\u003C/li>\u003Cli>Competitor insights\u003C/li>\u003Cli>Industry behavior reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited collaboration in the basic plan\u003C/li>\u003Cli>Lack of customization options\u003C/li>\u003Cli>Expensive for small businesses\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Rival IQ comes with three pricing plans based on the number of user accounts, tracked companies, and the available history data range. Unlike many of its competitors on this list, Rival IQ doesn’t have a specified custom plan, however prospects with larger data volume needs are encouraged to reach out to their sales team. The pricing plans for this tool are significantly higher than most of the other options.\u003C/p>\u003Cp>\u003Cstrong>Rival IQ ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.6 · ‎48 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎13 reviews\u003C/li>\u003C/ul>\u003Ch3>6. Brand24\u003C/h3>\u003Cp>Brand24 is a social media monitoring tool that helps brands and agencies track their Facebook analytics by monitoring online company mentions, hashtags, trends, alerts, and more. Instead of choking you with a stream of your company’s mentions, this Facebook analytics tool helps you measure those mentions. For example, you can use it to quantify the sentiment and influence of individual users. Its dashboard also comes with a discussion volume chart that makes it easier to spot spikes and drops in mentions. This way our team can easily visualize the popularity of different events and social campaigns.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_7_cb501390ac.png\" alt=\"Facebook Analytics Tools - Brand24\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Discussion volume charts\u003C/li>\u003Cli>Mention analytics\u003C/li>\u003Cli>Sentiment analysis\u003C/li>\u003Cli>Share of voice\u003C/li>\u003Cli>AI insights and recommendations\u003C/li>\u003Cli>Geo analysis\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>User-friendly interface\u003C/li>\u003Cli>Clear data organization with buckets\u003C/li>\u003Cli>Cross-channel social media monitoring\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Sentiment analysis lacks accuracy (whether a comment was positive, negative, or neutral)\u003C/li>\u003Cli>Slow customer support\u003C/li>\u003Cli>Can miss on brand mentions\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Brand24 has four pricing plans that differ mainly in the number of keywords users can monitor with the plan, and the number of (thousands of) mentions per month. All pricing plans have tiered AI features, while the dashboard updates vary from 12 hours, 1 hour, or real-time for the two upper-end plans.\u003C/p>\u003Cp>\u003Cstrong>Brand24 ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.6 · ‎293 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎174 reviews\u003C/li>\u003C/ul>\u003Ch3>7. Mentionlytics\u003C/h3>\u003Cp>\u003Ca href=\"https://www.mentionlytics.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Mentionlytics\u003C/a> is a feature-rich social listening platform that tracks all major social media, including Facebook and the entire web, to help you analyze your brand’s performance, benchmark against your competitors, and keep an eye on what’s new in your niche. With Mentionlytics, you can track your posts' (and mentions') reach, engagement, sentiment, follower growth, Share of Voice, and more. Unlike Meta’s native tools, Mentionlytics provides you with downloadable reports to keep track of all your Facebook analytics without the manual work (and tedious screenshotting).  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Facebook_analytics_tools_Mentionlytics_18a5f6b4e5.png\" alt=\"\">\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Downloadable owned media analytics reports for Facebook and Instagram\u003C/li>\u003Cli>AI sentiment and emotion analysis\u003C/li>\u003Cli>Competitive monitoring\u003C/li>\u003Cli>Share of Voice calculation\u003C/li>\u003Cli>Customizable reports and dashboards\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Straightforward platform\u003C/li>\u003Cli>Highly accurate data and analyses\u003C/li>\u003Cli>Great support  \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited features in the basic plan\u003C/li>\u003Cli>Learning curve for social listening beginners\u003C/li>\u003Cli>Limited scheduling options\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Mentionlytics provides six distinct pricing plans tailored to various business sizes and needs, including SMBs, large enterprises, and PR agencies. These plans are differentiated by the number of keyword rules you can set, the number of users who can access the platform, how frequently data is updated, and the specific features included.\u003C/p>\u003Cp>\u003Cstrong>Mentionlytics ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.9 · ‎90 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎38 reviews\u003C/li>\u003C/ul>\u003Ch3>8. Meta Business Suite\u003C/h3>\u003Cp>Meta Business Suite has the biggest insight section of all Facebook free analytics features. When Facebook shut down its in-platform Facebook Insights tool, it replaced it with the Meta Business Suite. Now, you can monitor the insights on your Facebook and Instagram profiles in the same place. The whole set of Meta business tools is available at business.facebook.com by clicking \u003Ci>Insights\u003C/i> in the left sidebar. You can use the tool to manage ads and commerce, as well as publish content on both Meta platforms.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_8_b888ffd899.png\" alt=\"facebook analytics tools - Meta business suite\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Insights for tracking post performance\u003C/li>\u003Cli>Trends for identifying patterns for success\u003C/li>\u003Cli>Audience information\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Two-in-one reporting tool\u003C/li>\u003Cli>Intuitive user interface\u003C/li>\u003Cli>Easy to assign roles and admin rights\u003C/li>\u003Cli>Effective audience targeting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Lack of customer support\u003C/li>\u003Cli>Inconsistent documentation\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Meta Business Suite is free to use, which makes it a popular choice for small businesses, startups, and freelancers.\u003C/p>\u003Cp>\u003Cstrong>Meta Business Suite ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.2 · ‎1,366 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎127 reviews\u003C/li>\u003C/ul>\u003Ch3>9. Quintly\u003C/h3>\u003Cp>Quintly (recently rebranded as Facelift Data Studio) is advanced Facebook data analytics software that offers a choice of more than 500 metrics right out of the box. This allows marketers to delve deeper than Meta and offer plenty of custom insights to their clients or stakeholders. You can choose between layered Facebook insights or extensive ones and analyze your performance against competitors or brands you look up to. An especially handy visualization is the competitor visualization widget, which shows competitor metrics such as engagement in a single graph.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_9_8acafa41f8.png\" alt=\"facebook analytics tools - Quintly \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Customizable reports\u003C/li>\u003Cli>Integrates with multiple social media platforms\u003C/li>\u003Cli>500+ Facebook metrics\u003C/li>\u003Cli>Custom API\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Very accurate data\u003C/li>\u003Cli>Custom dashboards\u003C/li>\u003Cli>Strong benchmarking\u003C/li>\u003Cli>Outstanding customer service\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Many of KPIs are basic\u003C/li>\u003Cli>High price\u003C/li>\u003Cli>Not great for measuring individual posts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Quintly has named its three pricing plans S — Q and L. These plans differ by the number of profiles and custom metrics. The basic S plan for this tool costs more than any basic plan of all the tools on the list.\u003C/p>\u003Cp>\u003Cstrong>Quintly\u003C/strong> \u003Cstrong>ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.7 · ‎68 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.6 · ‎8 reviews\u003C/li>\u003C/ul>\u003Ch3>10. Social Champ\u003C/h3>\u003Cp>Social Champ is a Facebook monitoring tool that allows you to track Facebook page post insights by presenting major metrics like audience, impressions, engagement, and brand awareness in stunning graphical visualizations. With this tool, it’s easy to monitor organic and paid traffic while optimizing your post’s performance in real-time. Users can report or delete posts, just like on Facebook. Overview top posts and analyze them through various metrics to identify what type of content resonates with the target audience. Download reports in PDF, PPT, and CSV formats.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_14_844b4496f8.png\" alt=\"Facebook Analytics Tools - Social Champ \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Multiple social media accounts management\u003C/li>\u003Cli>Collaboration features\u003C/li>\u003Cli>Free analytics plan\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Great value for price\u003C/li>\u003Cli>Bulk scheduling\u003C/li>\u003Cli>User-friendly interface\u003C/li>\u003Cli>Time-saving features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Visualizations need refinement\u003C/li>\u003Cli>Occasional bugs with RSS feed\u003C/li>\u003Cli>Limited scheduling options\u003C/li>\u003Cli>Lack of visual calendar\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Social Champ comes with four pricing plans that differ in the number of users and social media accounts. The Free plan comes with unlimited scheduling, although users complain that 4,000 scheduling is the actual limit. The custom Enterprise plan offers unlimited media storage, 1-on-1 support, and white label reports.\u003C/p>\u003Cp>\u003Cstrong>Social Champ\u003C/strong> \u003Cstrong>ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎31 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎63 reviews\u003C/li>\u003C/ul>\u003Ch3>11. Socialinsider\u003C/h3>\u003Cp>Socialinsider is a social media analytics tool that helps digital marketing agencies, in-house professionals, and teams gather social media analytics of their competition and discover actionable insights into their social media strategies. This Facebook analyzer collects audience insights from platforms like Instagram and X as well, providing a detailed comparison between users and their competitors.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_10_1d82346766.png\" alt=\"facebook analytics tools - socialinsider\">\u003C/p>\u003Cp>With Socialinsider, you get a reliable platform for analyzing content performance, post engagement, and traffic growth, that uses machine-learning algorithms to determine the right content for boosting conversion and sales.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Metric monitoring\u003C/li>\u003Cli>Content strategy insights\u003C/li>\u003Cli>Competitor analysis\u003C/li>\u003Cli>Promoted post detection\u003C/li>\u003Cli>Download posts as CSV files\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Comprehensive suite of social media analytics tools\u003C/li>\u003Cli>Visually appealing reports\u003C/li>\u003Cli>Responsive customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Data may not always be accurate, especially for smaller profiles\u003C/li>\u003Cli>Facebook API updates sometimes limit certain features\u003C/li>\u003Cli>CS team is not always communicating price or feature changes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Socialinisder has four pricing plans conveniently named Adapt, Optimize, Predict, and Enterprise. Adapt has one user seat and basic analytics features aimed for startups to discover some competitors to draw inspiration from.\u003C/p>\u003Cp>\u003Cstrong>Socialinsider ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.6 · ‎117 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.9 · 18 reviews\u003C/li>\u003C/ul>\u003Ch3>12. Buffer\u003C/h3>\u003Cp>\u003Ca href=\"https://buffer.com/facebook\" target=\"_blank\" rel=\"noopener noreferrer\">Buffer\u003C/a> is a versatile social media management tool that comes with several features for analyzing and optimizing Facebook performance. Unlike most tools on this list, it doesn't offer analytics for all social media platforms. It also lacks social listening, paid content tracking, and competitive benchmarking features. However, Buffer has a user-friendly dashboard that is perfect for social media managers who need a quick way to get up to date with Facebook page metrics, schedule their posts, and go on about their day.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_11_6cff8d348e.png\" alt=\"Facebook Analytics Tools - Buffer\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Content planning and scheduling\u003C/li>\u003Cli>Content optimization\u003C/li>\u003Cli>Workflow management\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>AI generated captions\u003C/li>\u003Cli>Scheduling\u003C/li>\u003Cli>Content calendar\u003C/li>\u003Cli>Simple analytics\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Needs more integrations to social media platforms\u003C/li>\u003Cli>Carousel posts on Instagram are not supported\u003C/li>\u003Cli>The tool might be to basic for some users\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Buffer has four pricing plans that cater to different categories of users, from the Free plan for publishing and planning content on 3 channels, to professionals and in-house marketing teams to agencies that manage more than 10 social media channels.\u003C/p>\u003Cp>\u003Cstrong>Buffer ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.3 · ‎1,005 review\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎1,477 reviews\u003C/li>\u003C/ul>\u003Ch3>13. Hootsuite\u003C/h3>\u003Cp>\u003Ca href=\"https://www.hootsuite.com/hootsuite-vs-buffer\" target=\"_blank\" rel=\"noopener noreferrer\">Hootsuite\u003C/a> is a social media management platform that allows marketers to plan, schedule, and syndicate social media posts across multiple networks from one place. The tool offers automatic scheduling, social media monitoring, performance reporting, and basic task management on channels like Facebook, Instagram, TikTok, YouTube, Pinterest, and others. Thanks to the Stream feature, users can monitor mentions, hashtags, and keywords from specific social media accounts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_12_11adcf7647.png\" alt=\"Facebook Analytics Tools - Hootsuite\">\u003C/p>\u003Cp>The Hootsuite Analytics feature offers in-depth performance reporting and includes key metrics such as posts and tweets, engagement, traffic, fans and followers, and more. You can use it to schedule reports for automatic sending via email on a weekly or monthly basis.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Boolean keyword searches\u003C/li>\u003Cli>Filtering out noise and spam\u003C/li>\u003Cli>Sentiment analysis\u003C/li>\u003Cli>Content planning and scheduling\u003C/li>\u003Cli>Automated routing and prioritization\u003C/li>\u003Cli>Customer interaction histories\u003C/li>\u003Cli>Lead generation\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Multiprofile scheduling\u003C/li>\u003Cli>Unlimited posts with all plans\u003C/li>\u003Cli>Schedule and publish directly from Hootsuite\u003C/li>\u003Cli>Post time optimization\u003C/li>\u003Cli>Includes stock photos\u003C/li>\u003Cli>Integrates with Canva\u003C/li>\u003Cli>Built-in Grammarly\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No longer offers a free plan\u003C/li>\u003Cli>Free trial requires a credit card\u003C/li>\u003Cli>Support is slow to reply\u003C/li>\u003Cli>No integration for Google Business Profile\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Hootsuite comes with three pricing plans that primarily differ by the number of users and social accounts. The plans are tiered to accommodate companies from different sizes from solo operations to large enterprises. The most popular, Team plan is an upgrade from the first, Professional tier and comes with team roles and permission, link in bio tool, and an option to postpone scheduled posts. The custom Enterprise plan opens up the content library, approval workflow and asset management, and advanced social listening.\u003C/p>\u003Cp>\u003Cstrong>Hootsuite ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.2 · ‎4,234 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎3,699 reviews\u003C/li>\u003C/ul>\u003Ch3>14. Oktopost\u003C/h3>\u003Cp>Oktopost is a B2B social media engagement tool with a variety of useful Facebook management capabilities. The tool is optimized to track conversions while identifying channels and messages that drive opportunity actions on your website. In a nutshell, it tells you which new trial use came from which Facebook post. Designed specifically with B2B users in mind, Oktopost also leverages engagement data to determine the best posting times while allowing you to publish posts through your Oktopost dashboard.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_13_e4dc76c430.png\" alt=\"Facebook Analytics Tools - Oktopost\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Customizable dashboards\u003C/li>\u003Cli>Buyers’ journey insights\u003C/li>\u003Cli>Social BI analytics\u003C/li>\u003Cli>Audience insights\u003C/li>\u003Cli>Employee advocacy\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>User-friendly interface\u003C/li>\u003Cli>Wide choice of integrations\u003C/li>\u003Cli>Automation tool\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Campaign reports are only downloadable as Excel files\u003C/li>\u003Cli>Navigation between pages is not very intuitive\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Oktopost doesn't make its pricing plans public, so the only way to find out how much you can expect to pay for your number of channels, users, and needed features is to contact them directly or book a demo.\u003C/p>\u003Cp>\u003Cstrong>Oktopost ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎140 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎104 reviews\u003C/li>\u003C/ul>\u003Ch3>15. Cyfe\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/cyfe\">Cyfe\u003C/a> is a custom dashboard tool that allows users to connect data from multiple social media and other marketing platforms and blend it into a real-time metrics dashboard. In the social media mode, it can sync all the major networks and generate overview reports for the accounts you manage. There are more than 50 widgets for the Facebook integration alone, which you can use to track impressions, reach, clicks, and posts. Apart from 100+ integrations, you can connect data via customized widgets or Google Sheets.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_tools_15_a4f5d975d2.png\" alt=\"Facebook Analytics Tools - Cyfe\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Customizable dashboards\u003C/li>\u003Cli>Email and SMS alerts for goal thresholds\u003C/li>\u003Cli>Live connection to external data\u003C/li>\u003Cli>Brand mention monitoring\u003C/li>\u003Cli>Publish to web\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Plenty of customization options\u003C/li>\u003Cli>Wide choice of plugins\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No way to show multiple metrics in one widget\u003C/li>\u003Cli>Interface is sometimes confusing\u003C/li>\u003Cli>Limited choice of widgets\u003C/li>\u003Cli>No bulk dashboard edits\u003C/li>\u003Cli>Data sources are managed through individual widgets only, not from a central hub\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Cyfe has four pricing tiers, differentiated by the number of dashboards users can create and the number of user roles. There is a special Agency pricing plan that includes 100 dashboards, 15 users, and 10 clients, while each additional client costs extra.\u003C/p>\u003Cp>\u003Cstrong>Cyfe ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.3 · ‎64 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.6 · ‎79 reviews\u003C/li>\u003C/ul>\u003Ch2>Why you might need a Facebook analytics platform\u003C/h2>\u003Cp>So, if Facebook still offers free insights via the Meta Business Suite, you may be asking yourself why you need a professional Facebook analytics platform in the first place.\u003C/p>\u003Cp>But what is a Facebook analytics platform?\u003C/p>\u003Cp>Facebook analytics platform is an advanced social media reporting tool that allows you to group together all your Facebook pages, pixels, apps but also connect data from other marketing platforms to give you a complete picture of how users interact with these platforms over time. \u003C/p>\u003Cp>Here are some of the reasons why you might want to consider using one:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Comprehensive data analysis\u003C/strong>: Social media analytics tools such as those listed in this article give you access to a wider range of metrics beyond basic Facebook Insights, which provide more detailed understanding of campaign performance. Unlike in-app Facebook analytics, these tools also allow you to create personalized dashboards and focus on the most relevant data for specific campaigns and clients.\u003C/li>\u003Cli>\u003Cstrong>Improved reporting\u003C/strong>: Facebook analytics tools allow you to schedule and automate the whole reposting process, pulling data to generation to scheduled sending, which considerably saves your team’s time, ensures consistency, and eliminates human errors. Many of these tools also have white labeling options so you can tailor the report to specific client requirements.\u003C/li>\u003Cli>\u003Cstrong>Better Facebook campaign optimization\u003C/strong>: With access to real-time data allows you to make quick adjustments to campaigns, optimizing them for better results. Some of these analytics software support A/B testing, as well, so you can determine the most effective ad creatives, targeting strategies, and placements.\u003C/li>\u003Cli>\u003Cstrong>Advanced audience insights\u003C/strong>: A dedicated Facebook analytics tool can give you deeper insights into audience demographics, behavior, and preferences, which gives you more accurate targeting. By learning their age, gender, location, income range, etc., you know who you’re talking to and what type of content they prefer. With those insights, a tool can apply advanced algorithms to create lookalike audiences based on the segments that perform the best. Or you may discover that your Facebook content is attracting the wrong crowd completely and need to make a 180-degree turn in the type of content that you post.\u003C/li>\u003Cli>\u003Cstrong>Enhanced ROI tracking\u003C/strong>: By measuring and monitoring key metrics for your Facebook page and comparing them to other channels, you can exactly see how each of them is performing and adjust your approach accordingly. This is even more important when you run paid ads on Facebook. Analytics tools are letting you know how your campaigns are performing by analyzing ad spend in relation to performance and ensuring better budget allocation.\u003C/li>\u003Cli>\u003Cstrong>Competitive Analysis\u003C/strong>: In addition to analyzing your own Facebook page, analytics tools can provide important insights on competitor’s Pages too, such as the type of content they produce and engagement rates. This way you can compare your performance against industry benchmarks and inform your approach by evaluating competitor’s strategies.\u003C/li>\u003Cli>\u003Cstrong>Cross-platform Integration\u003C/strong>: When you integrate Facebook data with the marketing platforms, e.g. Google Analytics and CRM systems, you get a holistic view of your marketing performance. A cross-channel analytics tool can help you understand the full customer journey and attribute conversions accurately to specific campaigns or touchpoints. Whatagraph, for example, allows you to manage and analyze.\u003C/li>\u003Cli>\u003Cstrong>Improved collaboration and wider data access\u003C/strong>: If you only use Facebook native analytics, then insights are restricted to those with access to that account Third-party analytics tools, on the other hand, make data available to other stakeholders and team members. This way more people can access and work with the same data, improving collaboration and decision-making. At the same time, you can provide clients with access to real-time data and insights, building trust and communication.\u003C/li>\u003Cli>\u003Cstrong>Time efficiency\u003C/strong>: Analytics tools can automate routine tasks such as data collection, report generation, and performance alerts, freeing up free time for creative and strategic activities. This way you can simplify complex data analysis and reporting processes while isolating actionable insights faster.\u003C/li>\u003Cli>\u003Cstrong>Predictive and actionable insights\u003C/strong>: Advanced analytics that comes with many of these platforms can help you predict future trends and outcomes, helping you make proactive adjustments. Understanding user behavior patterns lets you refine targeting and improve engagement.\u003C/li>\u003C/ol>\u003Cp>These benefits make professional Facebook analytics tools valuable for agencies and businesses looking to maximize their social media marketing efforts and achieve better results.\u003C/p>\u003Ch2>\u003Cstrong>FAQ\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>What analytics tool does Facebook use?\u003C/strong>\u003C/p>\u003Cp>Facebook discontinued its in-platform Facebook Analytics tool in 2021, and replaced it with the Meta Business Suite. You can use the Meta Business Suite to manage ads, commerce and content publishing for both Facebook and Instagram. It also comes with a basic analytics tool for reviewing insights about your posts and Page.\u003C/p>\u003Cp>\u003Cstrong>How to get a Facebook analytics report?\u003C/strong>\u003C/p>\u003Cp>You can get a Facebook analytics report from the Insights section within the \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-dashboard-software\">professional marketing dashboard tool\u003C/a>, which has a connection to your Facebook Page. You can also view Insights within the Meta Business Suite.\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Staying ahead of the competition requires not only creativity but also a data-driven approach. The 15 Facebook analytics tools we've reviewed here offer multiple features designed to help you optimize your campaigns, understand your audience, and achieve your marketing goals.\u003C/p>\u003Cp>Each tool brings something unique to the table, whether it's advanced reporting, real-time insights, or comprehensive audience analysis.\u003C/p>\u003Cp>However, if you're looking for a solution that combines a user-friendly interface with intuitive source management, stunning visualization, and automated reporting, Whatagraph is a top choice.\u003C/p>\u003Cp>With Whatagraph, you can easily transform scattered data into visually appealing reports that are easy to understand and share with your team or clients. Thanks to seamless integration with Facebook and other marketing platforms, you can get a quick cross-channel view of your marketing performance.\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Start a free trial\u003C/a> today and experience its benefits yourself!\u003C/p>","2024-07-24T11:34:18.234Z","2025-06-13T09:16:31.909Z","2024-07-24T11:39:46.083Z","2024-07-24",{"id":1008,"title":1009,"slug":1010,"summary":1011,"body":1012,"read_time":62,"createdAt":1013,"updatedAt":1014,"publishedAt":1015,"errors":31,"table_of_contents":32,"dateReorder":1016},2319,"19 Best Social Media Analytics Tools for Marketers in 2025","best-social-media-analytics-tools","\u003Cp>Understanding social media performance has never been more important. Platforms are evolving, and audience behavior is shifting, making it impossible to provide actionable strategic insight without the right social media analytics tools. By capturing every metric change, these tools can give you granular insights into a single social media post or map out a trend for the whole social media strategy.\u003C/p>\u003Cp>In this article, we review the 19 best tools for social media analytics you can buy these days. Each tool is selected taking into account features like:\u003C/p>\u003Cul>\u003Cli>Intuitiveness and UI\u003C/li>\u003Cli>Choice and type of integrations\u003C/li>\u003Cli>Advanced analytics features\u003C/li>\u003Cli>Customer support\u003C/li>\u003Cli>Pricing\u003C/li>\u003Cli>User reviews\u003C/li>\u003C/ul>\u003Cp>From advanced sentiment analysis to real-time performance tracking, these tools are designed to provide you with the marketing data you need to stay ahead of the curve in social media marketing.\u003C/p>","\u003Ch2>What are the benefits of using a social media analytics tool?\u003C/h2>\u003Cp>The social media analytics software that you choose should give you deep insights into how your social media marketing strategy is performing. These are the most important reasons why you should invest in social media data analytics:\u003C/p>\u003Cp>\u003Cstrong>Gain deep insights into your audience\u003C/strong>\u003C/p>\u003Cp>Insights from social media marketing analytics tools can ensure that you’re creating and publishing content that is relevant to your target audiences. Information like how many people are seeing or interacting with your posts, how much your followers are growing, and how many sales and conversions your social posts generate can give you a clearer idea of what content to publish. This way, your content creation becomes more proactive rather than reactive.\u003C/p>\u003Cp>You can also gain insights into your audience demographics, such as age, gender, location, and interests.\u003C/p>\u003Cp>\u003Cstrong>Improve follower engagement\u003C/strong>\u003C/p>\u003Cp>Your followers will be more interested in your brand when your social media content aligns with what they care about. By establishing this emotional connection between you and your followers, you win their loyalty and trust. By monitoring engagement metrics such as likes, shares, and mentions, you can quickly assess how well your audience is interacting with your content. You can then use the insights to identify and engage with your most active followers and influencers to build a stronger community.\u003C/p>\u003Cp>\u003Cstrong>Increase ROI from social media\u003C/strong>\u003C/p>\u003Cp>Social media analytics and reporting tools monitor key performance indicators (KPIs) such as follower growth, click-through rate (CTR), and conversions, which you can use to attribute specific social media actions or ads to revenue generation. With the means to measure the ROI of your social strategy, you can proceed to optimize your social media content. For example, if you notice that a specific type of social media post has high conversion rates, you can increase the number of those posts on that specific social media network to boost conversions.\u003C/p>\u003Ch2>Top 19 social media analytics tools\u003C/h2>\u003Cp>Here is our list of the best social media analytics and reporting tools based on their distinctive features, customer support, and pricing.\u003C/p>\u003Ch3>1. Whatagraph\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is an easy-to-use platform to monitor and report on your marketing performance, including all popular social media networks. \u003C/p>\u003Cp>With Whatagraph, you can replace multiple slow and complex tools with one social media analytics platform.\u003C/p>\u003Cp>However, unlike many competitors, Whatagraph allows you to monitor other marketing platforms such as SEO and PPC tools, web analytics, and email marketing tools. \u003C/p>\u003Cp>This allows Whatagraph users to aggregate, organize, and present scattered cross-channel data using intuitive visualizations and report and dashboard templates.\u003C/p>\u003Cp>You can organize data by the specific reporting needs. Unify metric names, group countries in tiers, or blend social media campaign metrics with data from other channels.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Automatically_collect_social_media_performance_5c6e47a5d2.png\" alt=\"Whatagraph - social media report \">\u003C/figure>\u003Cp>Thanks to professionally built templates, you can easily create any social media analytics dashboard or report customized to your client’s or company’s requirements and with the business KPIs of choice.\u003C/p>\u003Cp>Instead of using different tools to collect, clean, and analyze data, Whatagraph integrates all your data into one fast and easy-to-use platform.\u003C/p>\u003Cp>\u003Cstrong>Results:\u003C/strong>\u003C/p>\u003Col>\u003Cli>Data is easier to organize and analyze.\u003C/li>\u003Cli>Teams can track their performance on internal dashboards and overviews.\u003C/li>\u003Cli>You can automate the way you report to clients or stakeholders.\u003C/li>\u003C/ol>\u003Cp>As a result, marketing analytics processes become more efficient, and everyone — from clients to teammates — can finally understand marketing data and focus on strategy and execution with hours saved.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Native integrations to popular marketing sources\u003C/li>\u003Cli>Connect any data source using Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Organize connected data without coding\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Cross-channel insights\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Overview (monitors the performance of all your clients or campaigns)\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Edit multiple reports in bulk\u003C/li>\u003Cli>Save anything as a template\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing\u003C/li>\u003Cli>No-code data transfers to BigQuery data warehouse\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>All-in-one marketing analytics solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Engaging visual reports\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Just one data warehouse destination (BigQuery) is available so far\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities. You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.5 · ‎267 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.4 · ‎83 reviews\u003Cbr> \u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> to learn more about how much time you can save while tracking performance and sharing insights with Whatagraph social media reports.\u003C/p>\u003Ch3>2. Metrics Watch\u003C/h3>\u003Cp>\u003Ca href=\"https://metricswatch.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Metrics Watch\u003C/a> is a social media data\u003Cstrong> \u003C/strong>analysis tool that you can use to send reports directly to your team’s or clients’ inboxes. The tool comes with a drag-and-drop builder that lets you easily create custom reports with data from all your marketing channels. This means you can display key metrics from social media alongside Google Analytics insights or performance metrics from your paid ads accounts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Metrics_Watch_d1a52afeea.png\" alt=\"Social Media Analytic Tools - Metrics Watch\">\u003C/p>\u003Cp>Instead of using PDF documents or building live dashboards, Metrics Watch has a reporting workflow where the clients or stakeholders get all the data in a custom email body with their logo and branding. This way, they can access their latest report from anywhere at any time.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Pre-made report templates\u003C/li>\u003Cli>White-label reports\u003C/li>\u003Cli>Automated report delivery\u003C/li>\u003Cli>Real-time alerts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to set up\u003C/li>\u003Cli>Convenient report sharing in email body\u003C/li>\u003Cli>Automated reporting process\u003C/li>\u003Cli>Good support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Need help from customer support to set custom metrics\u003C/li>\u003Cli>Limited design options\u003C/li>\u003Cli>No blended metrics\u003C/li>\u003Cli>No real-time dashboards\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Four pricing plans based on the number of configured reports. Free migration service from competing software is available for all plans.\u003C/p>\u003Cp>\u003Cstrong>Metrics Watch ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.5 · ‎2 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.3 · ‎3 reviews\u003C/li>\u003C/ul>\u003Ch3>3. Keyhole\u003C/h3>\u003Cp>\u003Ca href=\"https://keyhole.co/social-media-profile-analytics/\" target=\"_blank\" rel=\"noopener noreferrer\">Keyhole\u003C/a> is a real-time social media management tool with above average social analytics functionalities. This tool offers analytics for Facebook, Instagram, X, YouTube, LinkedIn, and TikTok, aiming to help brands analyze all aspects of their online presence. From influencer tracking to competitor analyses and campaign tracking to hashtag analytics, Keyhole monitors what followers say about your brand, tracks competitor behavior, finds leading social media influencers, spots upcoming trends and more. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Keyhole_897933bd07.png\" alt=\"Social Media Analytic Tools - Keyhole\">\u003C/p>\u003Cp>For example, you can use it to identify the best influences using detailed profile analytics, so you can be sure they are a good match for your brand. Keyhole can also help you find any red flags such as fake followers or negative sentiment.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Brand mentions\u003C/li>\u003Cli>Hashtag tracking & analysis\u003C/li>\u003Cli>Social listening\u003C/li>\u003Cli>Competitor analysis\u003C/li>\u003Cli>Influencer marketing\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Monitoring campaign reach and engagement via hashtags across social platforms\u003C/li>\u003Cli>Influencer profiling and performance analytics\u003C/li>\u003Cli>Reports are comprehensive and easy-to-understand\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Limited number of integrations\u003C/li>\u003Cli>Even the basic pricing plan might be too expensive for small businesses\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Keyhole has four pricing plans, which are differentiated by the number of mentions, trackers, influencers you can track, and user seats. White-label options are only available for the two upper-end plans, while the Custom plan also comes with API access, historical data, and unlimited influencer tracking.\u003C/p>\u003Cp>\u003Cstrong>Keyhole ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.3 · ‎69 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 5 · ‎2 reviews\u003C/li>\u003C/ul>\u003Ch3>4. Google Analytics 4\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/ga4\">Google Analytics 4\u003C/a> is probably not your first idea of a social media analytics tool. However, it’s a reliable way of tracking social media campaigns driving traffic to your website and can even help you measure social ROI. In addition to a GA4 account to monitor your website traffic, you can create reports specifically for social media data tracking. For example, you can monitor how much traffic comes to your website from each social network or track specific social media campaigns with UTM parameters. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Google_Analytics_4_397173cf98.png\" alt=\"Social Media Analytic Tools - Google Analytics 4\">\u003C/p>\u003Cp>Although Google Analytics 4 is not going to be your all-in-one social media analytics tool, if you work for a web-based business, it can tell you which social media platforms send you the most traffic, what content drives the most leads, and what is the demographics of your audience.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Event-driven data model\u003C/li>\u003Cli>User-centric reporting\u003C/li>\u003Cli>Cross-platform tracking\u003C/li>\u003Cli>Advanced funnel analysis\u003C/li>\u003Cli>Exploration reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Real-time insights\u003C/li>\u003Cli>Predictive metrics\u003C/li>\u003Cli>Built-in privacy controls\u003C/li>\u003Cli>User ID tracking\u003C/li>\u003Cli>Life cycle reporting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Limited choice of built-in reports\u003C/li>\u003Cli>Difficult to integrate with non-Google platforms\u003C/li>\u003Cli>Tracking specific social media interactions requires manual setup\u003C/li>\u003Cli>GA4 is still evolving some features that were readily available in Universal Analytics\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp style=\"margin-left:0px;\">Google Analytics 4 is free if you use the free version. A paid plan called Google Analytics 360 includes advanced analytics features, such as attribution modeling and data integration. \u003C/p>\u003Cp>\u003Cstrong>Google Analytics 4 ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.5 · ‎6,385 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.7 · ‎8,073 reviews\u003C/li>\u003C/ul>\u003Ch3>5. Sprout Social\u003C/h3>\u003Cp>Sprout Social is an all-in-one social media management tool that helps brands create, schedule, manage, and monitor their social media content. You can use Sprout Social to monitor key metrics from almost any social network — track Facebook impressions, aggregate X link clicks, measure Instagram follower growth, assess Linkedin engagement rate, evaluate content performance on Pinterest, and more from the same location.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Sprout_Social_bee659a844.png\" alt=\"Social Media Analytic Tools - Sprout Social\">\u003C/p>\u003Cp>This social media analytics solution allows you to easily organize and share your data using intuitive presentation-ready reports. If you go for Premium Analytics, you can create custom reports tailored to your organization’s or clients’ specifics.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Engaging, easy to read graphs\u003C/li>\u003Cli>Sentiment analysis\u003C/li>\u003Cli>Competitor reports\u003C/li>\u003Cli>Option to tag content by campaign\u003C/li>\u003Cli>Boolean keyword searches\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Content scheduling options\u003C/li>\u003Cli>Social listening\u003C/li>\u003Cli>Respond to DMs directly\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Not very responsive support\u003C/li>\u003Cli>No Shopify integration\u003C/li>\u003Cli>Bugs with new Instagram API\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Sprout Social offers four pricing plans based on the number of advanced social media analytics features. Keep in mind that social listening and cross-channel social media analytics are available only with the custom Enterprise plan.\u003C/p>\u003Cp>\u003Cstrong>Sprout Social ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.4 · ‎3,370 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.4 · ‎579 reviews\u003C/li>\u003C/ul>\u003Ch3>6. Buffer\u003C/h3>\u003Cp>Buffer is a versatile analytic tool for social media that comes with several features for analyzing and optimizing social media accounts. Unlike most tools on this list, it doesn't offer analytics for all social media platforms. It also lacks social listening, paid content tracking, and competitive benchmarking features. However, Buffer has a couple of reporting features that social media managers love. First, it consolidates all your data in one dashboard — perfect for busy teams who need a quick way to get up to date with the latest social media developments. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Buffer_29e695de26.png\" alt=\"Social Media Analytic Tools - Buffer\">\u003C/p>\u003Cp>Buffer can also make recommendations based on content performance. With this tool, there’s no second guessing what the best time to post on LinkedIn is or what content to use on which platform. Buffer does the math and answers these questions instead of you to give you the best chances to grow.  \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Content planning and scheduling\u003C/li>\u003Cli>Content optimization\u003C/li>\u003Cli>Workflow management\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>AI-generated captions\u003C/li>\u003Cli>Scheduling tools\u003C/li>\u003Cli>Content calendar\u003C/li>\u003Cli>Simple analytics\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Needs more integrations to social media platforms\u003C/li>\u003Cli>Carousel posts on Instagram are not supported\u003C/li>\u003Cli>The tool might be to basic for some users\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Buffer has four pricing plans that cater to different categories of users, from the Free plan for publishing and planning content on 3 channels to professionals and in-house marketing teams to agencies that manage more than 10 social media channels.\u003C/p>\u003Cp>\u003Cstrong>Buffer ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.3 · ‎1,005 review\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.5 · ‎1,477 reviews\u003C/li>\u003C/ul>\u003Ch3>7. Hootsuite\u003C/h3>\u003Cp>\u003Ca href=\"https://www.hootsuite.com/hootsuite-vs-buffer\" target=\"_blank\" rel=\"noopener noreferrer\">Hootsuite\u003C/a> is a social media analytics platform that allows marketers to plan, schedule, and syndicate social media posts across multiple networks from one place. This social media tool offers automatic scheduling, social media monitoring, performance reporting, and basic task management on channels like Facebook, Instagram, TikTok, YouTube, Pinterest, and others. Using the Stream feature, marketers can monitor mentions, hashtags, and keywords from specific social media accounts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Hootsuite_b7ba52245f.png\" alt=\"Social Media Analytic Tools - Hootsuite\">\u003C/p>\u003Cp>The Hootsuite Analytics feature offers in-depth performance reporting and includes key metrics such as posts and tweets, engagement, traffic, fans and followers, and more. You can use it to schedule reports for automatic sending via email on a weekly or monthly basis.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Boolean keyword searches\u003C/li>\u003Cli>Filtering out noise and spam\u003C/li>\u003Cli>Sentiment analysis\u003C/li>\u003Cli>Content planning and scheduling\u003C/li>\u003Cli>Automated routing and prioritization\u003C/li>\u003Cli>Customer interaction histories\u003C/li>\u003Cli>Lead generation\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Multi profile scheduling\u003C/li>\u003Cli>Unlimited posts with all plans\u003C/li>\u003Cli>Schedule and publish directly from Hootsuite\u003C/li>\u003Cli>Post time optimization\u003C/li>\u003Cli>Includes stock photos\u003C/li>\u003Cli>Integrates with Canva\u003C/li>\u003Cli>Built-in Grammarly\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No longer offers a free plan\u003C/li>\u003Cli>Free trial requires a credit card\u003C/li>\u003Cli>Support is slow to reply\u003C/li>\u003Cli>No integration for Google Business Profile\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Hootsuite comes with three pricing plans that primarily differ by the number of users and social accounts. The plans are tiered to accommodate companies from different sizes from solo operations to large enterprises. The most popular, Team plan is an upgrade from the first, Professional tier and comes with team roles and permission, link in bio tool, and an option to postpone scheduled posts. The custom Enterprise plan opens up the content library, approval workflow and asset management, and advanced social listening.\u003C/p>\u003Cp>\u003Cstrong>Hootsuite ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.2 · ‎4,234 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.4 · ‎3,699 reviews\u003C/li>\u003C/ul>\u003Ch3>8. Brandwatch\u003C/h3>\u003Cp>Brandwatch is a social media analytics software that is positioned as a customer intelligence tool with analytics capabilities. It offers a suite of tools for analyzing your clients’ social media accounts and monitoring brand reputation and social share of voice. Thanks to its Consumer Research feature, this social media analytics tracker pulls data from 1.4 million posts. It uses AI to filter out trends and segment the most relevant data to your or your client’s business. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Brandmetrics_f08d03282d.png\" alt=\"Social Media Analytic Tools - Brandwatch\">\u003C/p>\u003Cp>Email alerts that notify you when sentiment or conversion changes in volume are also available. Social listening and competitive analysis can help you streamline the content creation, while audience profile cards can give you a better understanding of the audiences that engage with your social content.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Analyzes data from more than 100 million sources\u003C/li>\u003Cli>Customizable dashboards\u003C/li>\u003Cli>Audience profile cards\u003C/li>\u003Cli>Proprietary listening technology\u003C/li>\u003Cli>The most advanced, customizable charting and analysis functionality available\u003C/li>\u003Cli>Unlimited users\u003C/li>\u003Cli>30+ fully-supported languages\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Includes influencer management\u003C/li>\u003Cli>Responsive customer support\u003C/li>\u003Cli>Community management\u003C/li>\u003Cli>Reliable API connection\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Reporting is very basic\u003C/li>\u003Cli>Not the best UI with larger categorization sets\u003C/li>\u003Cli>Limited historical data\u003C/li>\u003Cli>No way to save a dashboard as a template\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Brandwatch doesn’ have publicly listed pricing plans, so the pricing is available on request. To find out how much you need to pay, you need to request a demo and ask for a quote.\u003C/p>\u003Cp>\u003Cstrong>Brandwatch ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.4 · ‎606 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.3 · ‎231 reviews\u003C/li>\u003C/ul>\u003Ch3>9. Rival IQ\u003C/h3>\u003Cp>Rival IQ is another social media metrics tool that you can use to analyze and manage content on several different platforms, like X, Instagram, YouTube, LinkedIn, and TikTok. As its name reveals, Rival IQ is designed to track competitors and present actionable insights on a simple yet customizable dashboard. In addition, this social media analytics tool comes with a number of free tools for small businesses who want to monitor their social media analytics on a budget. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Rival_IQ_fdc8eaaa1f.png\" alt=\"Social Media Analytic Tools - Rival IQ\">\u003C/p>\u003Cp>In its basic mode, Rival IQ gives you a neat presentation of the usual social media analytics metrics, such as follower growth, conversions, and other engagement metrics.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Competitive analysis\u003C/li>\u003Cli>All social media metrics in one place\u003C/li>\u003Cli>Competitive benchmarking\u003C/li>\u003Cli>Machine learning\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to visualize data\u003C/li>\u003Cli>Robust platform that improves continually\u003C/li>\u003Cli>Competitor insights\u003C/li>\u003Cli>Industry behavior reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited collaboration in the basic plan\u003C/li>\u003Cli>Lack of customization options\u003C/li>\u003Cli>Expensive for small businesses\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Rival IQ comes with three pricing plans based on the number of user accounts, tracked companies, and the available history data range. Unlike many of its competitors on this list, Rival IQ doesn’t have a specified custom plan, however prospects with larger data volume needs are encouraged to reach out to their sales team. The pricing plans for this tool are significantly higher than most of the other options.\u003C/p>\u003Cp>\u003Cstrong>Rival IQ ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.6 · ‎48 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.4 · ‎13 reviews\u003C/li>\u003C/ul>\u003Ch3>10. Zoho Social\u003C/h3>\u003Cp>Zoho Social is a social media analytics platform that allows you to understand your social media audience and engagement. You can use it to listen to multiple channels from one dashboard and respond in real-time. Designed for marketers from small to large organizations, Zoho Social helps them grow the social media presence of their brand. Not only does it offer pre-publishing in sight based on the previous posts’ engagement level, but it also shows the percentage of the audience that’s likely to see your post now — suggests the best time to post and lets you schedule a post to go live at the same time of day in different time zones.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/social_media_analytics_tools_11_f7515def58.png\" alt=\"Social Media Analytics Tools - Zoho Social\">\u003Cbr>Using a dedicated reports tab, you can deliver social-network-specific statistics and detailed analytics to clients or stakeholders, helping them better understand their audience and how people engage with their content.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Breakdown of content formats the audience engages with and those you publish currently\u003C/li>\u003Cli>Fans vs. other people reach\u003C/li>\u003Cli>Pre-defined report segments\u003C/li>\u003Cli>Sentiment analysis\u003C/li>\u003Cli>Content planning and scheduling\u003C/li>\u003Cli>Automated routing and prioritization\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Consolidated dashboard for all platforms\u003C/li>\u003Cli>Schedule multiple posts simultaneously\u003C/li>\u003Cli>Easy to customize reports\u003C/li>\u003Cli>Useful mobile app\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No AI post-writing support\u003C/li>\u003Cli>Email support\u003C/li>\u003Cli>Doesn’t integrate with WhatsApp and Viber\u003C/li>\u003Cli>Limited in-depth analytics\u003C/li>\u003Cli>No way to analyze organic and paid content data separately\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Zoho Social has two pricing divisions — for Businesses and for Agencies. The Business plans include one brand and 10 channels, while the three tiers differ in the choice of advanced features such as Bulk scheduling, Mute & block accounts, media library, and content approvals. Zoho CRM and Zoho Desk integrations are only available in the Business Premium plan. The two Agency plans include everything in the Premium Business plan but allow you to connect 10 or 20+ brands.\u003C/p>\u003Cp>\u003Cstrong>Zoho Social ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.6 · ‎2,608 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.7 · ‎3,146 reviews\u003C/li>\u003C/ul>\u003Ch3>11. Mentionlytics\u003C/h3>\u003Cp>Mentionlytics is an all-in-one social media analytics tool that helps you understand how audiences feel about your brand, competitors, and industry. This tool is a great place to start using social media analytics for brand monitoring, especially for businesses with global operations in different languages. Mentionlytics tracks mentions across all web and social media sources, analyzes the data, and provides valuable insights about your or your client’s online performance. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Mentionlytics_fade8f9002.png\" alt=\"Social Media Analytic Tools - Mentionlytics\">\u003C/p>\u003Cp>You can also use it to identify influencers and track relevant hashtags. Analyze keywords and engagement, and reach and aggregate the insights in performance reports to measure your success and benchmark against competitors.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Real-time alerts\u003C/li>\u003Cli>Share of voice reports\u003C/li>\u003Cli>Influencer identification\u003C/li>\u003Cli>Social intelligence advisor\u003C/li>\u003Cli>AI-powered emotion analysis\u003C/li>\u003Cli>Multi-language sentiment analytics\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Time-saving scattered data consolidation\u003C/li>\u003Cli>Reasonably-tiered pricing structure\u003C/li>\u003Cli>User-friendly interface\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Slow loading time\u003C/li>\u003Cli>Limited customization options\u003C/li>\u003Cli>Keyword monitoring can return irrelevant results\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Unlike any tool for social media marketing and analytics on this list, Mentionlytics comes with six pricing plans based primarily on the number of keyword rules, monthly mentions, and data updates. The Basic plan allows tracking up to 10 social profiles, has 3 keyword rules, and an update rate of 12 hours. The top Enterprise plan, which is designed for enterprises and multinational organizations allows your team to apply 100+ keyword rules and track 100+ profiles.\u003C/p>\u003Cp>\u003Cstrong>Mentionlytics ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.4 · ‎606 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.9 · ‎74 reviews\u003C/li>\u003C/ul>\u003Ch3>12. BuzzSumo\u003C/h3>\u003Cp>BuzzSumo is an influencer marketing platform that you can use to analyze the social engagement of any post or piece of content. It can help you find influencers and authors, analyze content to locate trends and compare domains and competitors. Acquired by Brandwatch in 2017, BuzzSumo can let you track the performance of content competing for relevant industry keywords so you can see how your content marketing campaigns are performing in relation to the competition. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Buzz_Sumo_0f222c0f44.png\" alt=\"Social Media Analytic Tools - BuzzSumo\">\u003C/p>\u003Cp>Thanks to the Content Analyzer feature, you are able to figure out what topics receive the most engagement by individual platforms.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Real-time trends overview\u003C/li>\u003Cli>Content Analyzer\u003C/li>\u003Cli>Keyword tool\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Accurate social share counts\u003C/li>\u003Cli>Content research\u003C/li>\u003Cli>Backlink checking\u003C/li>\u003Cli>Slack alerts\u003C/li>\u003Cli>Excellent influencer database and search\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Price much higher than other alternatives\u003C/li>\u003Cli>Content curation feature lacks refinement\u003C/li>\u003Cli>Interface and navigation could be improved\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>BuzzSumo has four pricing plans that are primarily differentiated by the number of users and alerts you can set. The basic Content Creation plan comes with Content Analyzer, Trending Feeds, and Question Analyzer tools, while for Coverage Reports, YouTube Analyzer, and Granular Location Search, you need to upgrade to higher plans.\u003C/p>\u003Cp>\u003Cstrong>BuzzSumo ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.4 · ‎606 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.3 · ‎231 reviews\u003C/li>\u003C/ul>\u003Ch2>Social media analytics within social media platforms\u003C/h2>\u003Cp>Apart from dedicated social media marketing tools and platforms developed by third-party vendors, you can also grab quick activity insights using social media networks’ built-in analytics and dashboards. Here’s how to access the in-app analytics section on each social media platform.\u003C/p>\u003Ch3>13. Facebook analytics\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/templates/facebook-analytics-report\">Facebook\u003C/a> analytics is now available in Meta Business Suite. It’s a dashboard that measures your content performance on both Facebook and Instagram, so you don’t have to use two dashboards. The data is similar in both channels, so you can easily spot follower metrics, reach, engagement, and link clicks.\u003C/p>\u003Cp>\u003Cstrong>How to access Facebook analytics\u003C/strong>: (two ways)\u003C/p>\u003Col>\u003Cli>Log into Facebook, and click on your \u003Cstrong>profile picture\u003C/strong> on the top right > \u003Cstrong>Select your Facebook Page\u003C/strong> (not personal profile) > Click Meta Business Suit > Click on Insights on the bottom left.\u003C/li>\u003Cli>Log into Facebook, and click on your \u003Cstrong>profile picture\u003C/strong> on the top right > Select your \u003Cstrong>Facebook Page\u003C/strong> (not personal profile) > Click on Professional dashboard on the left.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Facebook_034b100921.png\" alt=\"Social Media Analytic Tools - Facebook\">\u003C/p>\u003Cp>\u003Cstrong>Pro tip: \u003C/strong>To see the total statistics for each post, click on the \u003Ci>people reached\u003C/i> number at the bottom of each post in your Page’s timeline.\u003C/p>\u003Ch3>14. Instagram analytics\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/instagram-reporting-tool\">Instagram\u003C/a> analytics provide consolidated data about your business profile, posts, stories, reels, and ads both on the web and mobile app. If you have an Instagram Business or Creator Profile, you can easily check Instagram Insights without any other tool. You can also find detailed information about your followers, such as their most active times and days.\u003C/p>\u003Cp>\u003Cstrong>How to access Instagram analytics\u003C/strong>:\u003C/p>\u003Col>\u003Cli>Instagram app: Click on your \u003Cstrong>profile picture\u003C/strong> > \u003Cstrong>menu\u003C/strong> (three horizontal lines on the top right) > \u003Cstrong>Insights.\u003C/strong>\u003C/li>\u003Cli>Web: Go to \u003Cstrong>instagram.com\u003C/strong> in your browser > go to your \u003Cstrong>profile\u003C/strong> > \u003Cstrong>View insights\u003C/strong> (under your bio).\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Instagram_fe1e2e8eb5.png\" alt=\"Social Media Analytic Tools - Instagram\">\u003C/p>\u003Cp>\u003Cstrong>Pro tip:\u003C/strong> You can see the best time to post by clicking on Total followers and scrolling down to see their most active days and times on the app.\u003C/p>\u003Ch3>15. LinkedIn analytics\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/linkedin-analytics-reporting\">LinkedIn\u003C/a> provides analytics both for LinkedIn Pages and personal profiles that have the Creator Mode turned on.\u003C/p>\u003Cp>\u003Cstrong>LinkedIn Page dashboard\u003C/strong>\u003C/p>\u003Cp>You can track the content performance, visitors, followers, leads, competitors, and even employee advocacy for a LinkedIn Page belonging to your or your client’s organization:\u003C/p>\u003Col>\u003Cli>Click on your \u003Cstrong>profile picture\u003C/strong> on the top right,\u003C/li>\u003Cli>Choose your \u003Cstrong>company page\u003C/strong> from the drop-down menu,\u003C/li>\u003Cli>Click \u003Cstrong>Analytics\u003C/strong>.\u003C/li>\u003C/ol>\u003Cp>\u003Cstrong>Linkedin Profile dashboard\u003C/strong>\u003C/p>\u003Cp>Personal profiles get similar yet a bit limited data including post impressions, followers, profile viewers, and search appearances.\u003C/p>\u003Col>\u003Cli>Click on your \u003Cstrong>profile picture\u003C/strong> on the top right,\u003C/li>\u003Cli>Choose your \u003Cstrong>View profile,\u003C/strong>\u003C/li>\u003Cli>Click \u003Cstrong>Analytics\u003C/strong> (under your bio).\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Linked_In_162698401e.png\" alt=\"Social Media Analytic Tools - LinkedIn\">\u003C/p>\u003Cp>\u003Cstrong>Pro tip: \u003C/strong>Get an overview of the audience that is engaging with your LinkedIn profile content by clicking on the impressions bar chart icon on the bottom left. Scroll down to viewer demographics, and you'll see a breakdown of viewers by job title, location, company, and more.\u003C/p>\u003Ch3>16. TikTok analytics\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/tiktok-reporting-tool\">TikTok\u003C/a> in-app analytics provides up to a 60-day summary of your profile to give you an idea of how it has performed regarding views, follower growth, likes, comments, and shares. You can also find performance analysis of specific videos. TikTok analytics has a data export option, so you can work on data in another tool.\u003C/p>\u003Cp>\u003Cstrong>How to access TikTok analytics\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>TikTok app: Go to your \u003Cstrong>profile\u003C/strong> > Tap on the \u003Cstrong>menu\u003C/strong> (three horizontal lines on the top right) > \u003Cstrong>Creator Tools\u003C/strong> > \u003Cstrong>Analytics\u003C/strong>.\u003C/li>\u003Cli>Web: Log in to your \u003Cstrong>TikTok account\u003C/strong> > Hover your mouse over your \u003Cstrong>profile picture\u003C/strong> > \u003Cstrong>View Analytics\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tik_Tok_3ea7bb40f9.png\" alt=\"social media analytic tools - TikTok\">\u003C/p>\u003Ch3>17. X (Twitter) analytics\u003C/h3>\u003Cp>X (until recently known as Twitter) can show you both a high-level overview of your content performance over the past seven days and allow you to dig deeper into the numbers and set custom dates. Both options have been in the beta testing phase since the platform moved from Twitter to X, so this may change in the future.  \u003C/p>\u003Cp>\u003Cstrong>How to access the Twitter analytics dashboard\u003C/strong>:\u003C/p>\u003Col>\u003Cli>Log in to your Twitter account,\u003C/li>\u003Cli>Go to twitter.com/i/account_analytics,\u003C/li>\u003Cli>Click \u003Cstrong>Access your Post Analytics\u003C/strong> for more details (as pictured above). \u003C/li>\u003C/ol>\u003Cp>\u003Cstrong>Pro tip: \u003C/strong>If you click on the bar chart icon next to any of your tweets, you’ll get a complete breakdown of the tweet engagement metrics, including link clicks, profile visits, new followers, and more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Twitter_ada6d9ee9e.png\" alt=\"Social Media Analytic Tools - X(Twitter)\">\u003C/p>\u003Ch3>18. Pinterest analytics\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/pinterest-ads-reporting-software\">Pinterest\u003C/a> has great in-app analytics tools. The dashboard shows your profile impressions and followers, audience stats, and website engagement. You can zoom down to more in-depth reports for each of these categories and easily see which posts and boards have performed the best. Keep in mind that Pinterest analytics is available only for business accounts.\u003C/p>\u003Cp>\u003Cstrong>How to access Pinterest analytics\u003C/strong>:\u003C/p>\u003Cp>Log in to Pinterest > go to analytics.pinterest.com.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Pinterest_ca258cda89.png\" alt=\"social media analytic tools - Pinterest\">\u003C/p>\u003Cp>\u003Cstrong>Pro tip:\u003C/strong> Find the \u003Cstrong>Audience Insights\u003C/strong> report which is on the left side of the Analytics screen. it gives you a breakdown of your audience's interests and demographics.\u003C/p>\u003Ch3>19. YouTube analytics\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/youtube-reporting-tool\">YouTube\u003C/a> has an analytics environment called YouTube Studio, the data hub for all the platform's creators. In one place, you have an advanced system for tracking the performance of your videos, Shorts, and channels. The Studio reports on many metrics, including estimated traffic sources, watch time, views, earnings, ad performance, audience, and subscribers.\u003C/p>\u003Cp>\u003Cstrong>How to access YouTube Studio\u003C/strong>:\u003C/p>\u003Cp>Sign in to \u003Cstrong>YouTube\u003C/strong> > go to \u003Cstrong>studio.youtube.com\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/You_Tube_1df61172c6.png\" alt=\"Social Media Analytic Tools - YouTube\">\u003C/p>\u003Cp>\u003Cstrong>Pro tip:\u003C/strong> Click out the Audience tab in YouTube Studio to see your audience's peak active times — a great indicator of when you should post. \u003C/p>\u003Ch3>All social media analytics insights in one report\u003C/h3>\u003Cp>These in-app dashboards offer convenient, free social media analytics that are quick to access and allow you to find the information you need. However, if you manage social media profiles on more than one platform, it’s much more challenging to get a unified social media marketing picture if you switch between the views all the time. It’s also difficult to compare related metrics on different channels and see which campaign or channel brings more traffic or desired actions.\u003C/p>\u003Cp>This is where Whatagraph helps!\u003C/p>\u003Cp>Instead of exporting data from each platform's analytics and struggling to build a consolidated report elsewhere, Whatagraph saves you hours of time and brings all the cross-channel data to one intuitive reporting platform.\u003C/p>\u003Cp>Whatagraph allows you to present each platform’s analytics data in a way that makes the most impact.\u003C/p>\u003Cul>\u003Cli>Select the most important metrics for your client and build an easy-to-read dashboard free from clutter and unnecessary data.\u003C/li>\u003Cli>Create a separate report page for each social media platform.\u003C/li>\u003Cli>Monitor key metrics from different platforms in a multi-source table.\u003C/li>\u003Cli>Compare the engagement or demographics data from different social media networks side by side.\u003C/li>\u003C/ul>\u003Cp>But Whatagraph doesn’t stop there. You can just as easily connect your Google Analytics 4 account and make your marketing report more complete with website traffic, attribution, and conversion data, as well as valuable audience demographic insights.\u003C/p>\u003Cp>All in all, Whatagraph has over 50 direct integrations with popular web analytics, SEO, PPC, email marketing and e-commerce tools, as well as CRM systems, which makes it a formidable marketing monitoring and reporting platform beyond mere social media analytics.\u003C/p>\u003Ch2>FAQ\u003C/h2>\u003Cp>\u003Cstrong>What is an analytics tool for social media?\u003C/strong>\u003C/p>\u003Cp>An analytics tool for social media is a software application you use to connect, process, manage, and visualize social media data. These tools are the means of turning social media data into actionable insights.\u003C/p>\u003Cp>\u003Cstrong>What is social media analytics software?\u003C/strong>\u003C/p>\u003Cp>Social media analytics software is a SaaS product that collects and analyzes data from your social media channels. The data lets you better understand your audience and how they interact with your content. Using insights from these tools, you can increase social media followers, optimize engagement, and improve conversion rates.\u003C/p>\u003Cp>Some social analytics software include extra functionalities, like monitoring and analyzing competitor behavior. More advanced tools will also help you “listen” to the conversations your target audience has on social media to measure their perception of your brand.\u003C/p>\u003Cp>Whether complex and flexible or designed to excel in a few social media analysis roles, these tools provide you with business intelligence to optimize your social media strategy. \u003C/p>\u003Cp>\u003Cstrong>How to track social media analytics?\u003C/strong>\u003C/p>\u003Cp>To track social media analytics, you need social media analytics software. This is how the process goes: \u003C/p>\u003Cul>\u003Cli>Gather your social media statistics, operational data, and more.\u003C/li>\u003Cli>Set benchmarks. \u003C/li>\u003Cli>Generate a social media analytics report. \u003C/li>\u003Cli>Look for trends in customer behavior. \u003C/li>\u003Cli>Take action to improve your social media performance. \u003C/li>\u003Cli>Share the report.\u003C/li>\u003Cli>Repeat your analysis.\u003C/li>\u003C/ul>\u003Ch2>Conclusion\u003C/h2>\u003Cp>In our best social media analytics tools comparison guide, we presented 19 social media analytics tools designed to provide you with insights needed to make data-driven decisions, optimize your social media strategies, and improve your marketing results.\u003C/p>\u003Cp>As you plan your social media strategy for the next quarter, consider leveraging advanced cross-channel analytics to unlock actionable intelligence. The right tool can make all the difference, turning complex data into clear insights for your social media managers.\u003C/p>\u003Cp>As an all-in-one social media analytics platform that integrates other marketing data sources, Whatagraph is a top choice.\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial\u003C/a> today and save time analyzing your social media data!\u003C/p>","2024-08-05T23:15:39.019Z","2025-06-18T08:49:10.622Z","2024-08-05T23:15:46.293Z","2024-08-06",{"id":1018,"title":1019,"slug":1020,"summary":1021,"body":1022,"read_time":21,"createdAt":1023,"updatedAt":1024,"publishedAt":1023,"errors":510,"table_of_contents":32,"dateReorder":1025},2069,"How to Create an Insightful YouTube Analytics Report","create-youtube-analytics-report","\u003Cp>YouTube is by far the biggest video content hosting platform. It can also be a formidable marketing tool for those willing to create great visual content for their audience. However, today, there are more than 4 billion videos on YouTube, so the fight for subscribers' attention is tough in every industry. \u003C/p>\u003Cp>So, if you want to make the most out of your video marketing efforts, make sure that:\u003C/p>\u003Col style=\"list-style-type:lower-latin;\">\u003Cli>Your videos are optimized to be found on YouTube and search engines\u003C/li>\u003Cli>You post content that is interesting to your audience\u003C/li>\u003C/ol>\u003Cp>If you or your clients are not sure about whether YouTube is a channel worth investing in, keep in mind that Google's research on advertising found that 70% of viewers have made a purchase after seeing a brand on YouTube. It all boils down to getting the captivating ad content in front of the right audience.\u003C/p>\u003Cp>But how do you measure the impact of your marketing efforts on YouTube? Create your own YouTube Analytics reports that provide insight into the effectiveness of your campaigns and help you streamline future content creation.\u003C/p>","\u003Cp>Apart from surface-level metrics, YouTube Analytics can give you data-driven insights, such as demographics and video watch times, informing you about what is happening with your videos after publishing and pointing out any hotspots.\u003C/p>\u003Cp>In any case, creating a comprehensive YouTube channel analytics report is the only timeproof way to monitor trends, identify areas of improvement, and make data-informed decisions.\u003C/p>\u003Cp>But where do you start? How can you be sure that your YouTube data analytics makes sense?\u003C/p>\u003Cp>In this article, we’ll show you how to create a stunning YouTube Analytics report in under 10 minutes.\u003C/p>\u003Cp>To better understand the data we need for your report, let’s see what YT Analytics is made of.\u003C/p>\u003Ch2>What is YouTube Analytics?\u003C/h2>\u003Cp>YouTube video analytics provides a torrent of data about user interactions with your client’s channel. This data goes much beyond views and likes. YouTube Analytics in advanced mode lets you see more specific data about your channels, assets, and audience. From audience demographics to watch time and other viewing behaviors, these insights provide information that can shape your content strategies in months to come.\u003C/p>\u003Cp>Yet, it would be wrong to think that YouTube Analytics is only about numbers. It’s about the stories of your content. About viewer preferences, ways of engagement, and content effectiveness. As you explore YouTube marketing analytics, you are putting together a puzzle of your client’s digital presence.\u003C/p>\u003Cp>The essence of any YouTube Analytics report is the user behavior patterns and content performance. A YouTube Analytics tool allows you to go deeper behind surface-level metrics and uncover what interests the audience and drives engagement.\u003C/p>\u003Cp>But how to read YouTube Analytics?\u003C/p>\u003Cp>Understanding YouTube Analytics is a skill that can turn YouTube Analytics data into a strategic asset that gives you the confidence to advise your clients. Let’s explore in more depth how to use it to measure clients' success.\u003C/p>\u003Ch2>10 most impactful YouTube Analytics KPIs to measure\u003C/h2>\u003Cp>When it comes to selecting the YouTube metrics and KPIs you want to track, the more you track, the messier it can get. Choose a few metrics that are consistent with your priorities and help you define what success for your marketing team looks like. In other words, these metrics should:\u003C/p>\u003Cul>\u003Cli>Tell you if you have accomplished your targets.\u003C/li>\u003Cli>Tell you what you can do to improve your results.\u003C/li>\u003Cli>Tell you if your \u003Ca href=\"https://simplified.com/blog/social-media/ai-thumbnail-maker\" target=\"_blank\" rel=\"noopener noreferrer\">YouTube thumbnail\u003C/a> is getting clicks.\u003C/li>\u003C/ul>\u003Cp>Performance metrics, such as video views, average view length, and subscriber growth are good metrics if you want to quantify knowledge. You also want to pay attention to likes, comments, and shares if you want to quantify engagement. To calculate revenue, use projected sales or estimated revenue as the best metrics.\u003C/p>\u003Cp>But let’s give more context to the 10 most important YouTube KPIs.\u003C/p>\u003Ch3>1. Subscribers: the essential audience metric\u003C/h3>\u003Cp>Subscriber data is the base of your client’s YouTube success. Subscribers are the viewers who have declared they are eagerly awaiting new content similar to the one that made them subscribe in the first place. Tracking subscriber count helps you estimate the long-term growth and loyalty of your client’s viewer base. Any video that has improved subscriber number is worth examining in more depth because it’s an indicator of interesting content.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/subscribers_785ab2eea2.png\" alt=\"YouTube Analytics Report - Subscribers\">\u003C/p>\u003Ch3>2. Top video performers: what content your viewers prefer\u003C/h3>\u003Cp>When YouTube Analytics identified a specific video as the most popular by the number of views and other levels of engagement. Analyzing these videos helps you understand which content resonates most with viewers. Maybe you realize that Shorts get the most engagement, or maybe those are 2-minute videos. Or videos with a specific set of keywords in the title. All this data is essential for replicating successful content and optimizing posting schedules. Social Shepherd has gathered an interesting \u003Ca href=\"https://thesocialshepherd.com/blog/youtube-statistics\" target=\"_blank\" rel=\"noopener noreferrer\">collection of YouTube statistics\u003C/a>, which reveal that YouTube video ads targeted by intent have a 100% higher lift in purchase intent.\u003C/p>\u003Ch3>3. Views: the basic engagement metric\u003C/h3>\u003Cp>The YouTube views analytics tell you how popular your content is in the broadest terms. And it’s quite simple: If something is interesting, more people will watch it. However, to understand their effectiveness, you need to put video views in context with other metrics, such as average watch time and total number of people who watched your video.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/youtube_analytics_report_7_52bcfa84f2.png\" alt=\"YouTube Analytics Report - Views\">\u003C/p>\u003Cp>In the example above, we’ve chosen a line graph to showcase video view numbers in relation to the average view percentage. This helps you better understand how specific videos captivate the viewer’s attention long enough for them to view the entire video.\u003C/p>\u003Ch3>4. Unique viewers: measuring new audience reach\u003C/h3>\u003Cp>Unique viewers in YouTube Studio Analytics are similar to unique website visitors in Google Analytics. This metric provides insight into the new audience your content reaches over time. YouTube Analytics can help you track this metric alongside other KPIs to measure how your videos perform with both subscribers and new viewers.\u003C/p>\u003Ch3>5. Traffic sources: analyzing content discovery\u003C/h3>\u003Cp>YouTube is the second largest search engine. If someone is looking for a video on a topic that interests them, they are likely to go straight to YouTube and start their search there. Traffic source data tells you where viewers find your client videos — through YouTube searches, playlists, or external URLs. This metric can point to growth opportunities and a better understanding of viewer discovery journeys.\u003C/p>\u003Ch3>6. Audience retention: viewer engagement over time\u003C/h3>\u003Cp>Audience retention metrics such as rewatches, viewer drop-off points and segments with high engagement show you how long viewers stay engaged with a video. Benchmarked against similar content, it provides information on content performance and helps identify what topics engage or disengage viewers.\u003C/p>\u003Ch3>7. Watch time: proof of content value\u003C/h3>\u003Cp>Watch time is a key metric in YouTube’s algorithm for evaluating the effectiveness of your YouTube content. High average watch times indicate that your videos are engaging and meeting viewer expectations, while low watch times suggest that improvements are needed.\u003C/p>\u003Ch3>8. Likes, dislikes, and comments: measuring viewer perception of your video content\u003C/h3>\u003Cp>Likes, dislikes, and comments are the key metrics that assess viewer perception of your content. These engagement metrics tell you if your audience enjoys the content and if you're also establishing audience retention. This is a direct feedback of your content engagement. Although the number of likes and dislikes should not be a foundation of your YouTube video strategy, engagement metrics give you contextual data for understanding the overall content relevance for a specific target audience.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/likes_shares_62a4724286.png\" alt=\"YouTube Analytics Report - Likes, Shares, and Comments\">\u003C/p>\u003Cp>We advise using a line graph to show the growth of likes and dislikes over a certain time period. Pictured above, you can clearly see the fluctuation in likes and dislikes over an entire month.\u003C/p>\u003Cp>Chances are, you may also need to provide comparison data within the same report. It makes assessing progress and channel performance much easier.\u003C/p>\u003Ch3>9. Videos published: showing your agency’s impact\u003C/h3>\u003Cp>The number of videos published is one of the base metrics that show your team’s impact on the client’s YouTube channel performance. It is direct proof of your agency’s effectiveness in executing the video content strategy. The number and frequency of new videos released stand as your agency’s proof of commitment to boosting your client’s presence on YouTube.\u003C/p>\u003Ch3>10. Overall engagement: consolidated interaction overview\u003C/h3>\u003Cp>This segment of YouTube Analytics consolidated likes, dislikes, comments, and shares to give you a high-level view of viewer interaction. Other favorable KPIs, such as subscriber growth, click-through rate, and views per unique viewer, often accompany high engagement and can improve organic visibility on YouTube. \u003C/p>\u003Cp>By closely monitoring these 10 top YouTube Analytics, your agency can provide clients with informed, data-driven insights for more consistent YouTube presence and performance.\u003C/p>\u003Ch2>What makes a great YouTube Analytics report?\u003C/h2>\u003Cp>One of the biggest client retention challenges for marketing agencies is that clients don’t understand or don’t care about reports that the agency sends them regularly.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Reports that are too technical or that don’t add any tangible outputs will not be seen as valuable by clients. More than analysing the numbers, we need to be able to reach an action plan that can improve results.\u003Cbr>[author]Liliana Reis - Marketing & Brand Consultant @ \u003Ca href=\"https://wisepirates.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Wise Pirates\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>And they might be right. No one has time to read extensive reports packed with metrics and data that require extensive contextual explanation to make sense to a non-marketer.\u003C/p>\u003Cp>A useful YouTube client report should present information in a way that is easy to understand and offer a clear explanation of how your video marketing efforts contribute to the client’s business goals. Luckily, today, there are plenty of \u003Ca href=\"https://whatagraph.com/blog/articles/youtube-analytics-tools\">great YouTube analytics tools\u003C/a> that can help you take the most impactful data and shape it into actionable insights.\u003C/p>\u003Cp>YouTube reports should benefit both your agency and clients. There’s no purpose in making two separate reports. You need a YouTube report or dashboard that is easy to share, provides all important insights, and saves you time on reporting each month.\u003C/p>\u003Cp>All in all, a truly useful YouTube report should:\u003C/p>\u003Cul>\u003Cli>Include visual representations of data, such as historical trends, graphs, and charts, with textual annotations where more explanations are needed.\u003C/li>\u003Cli>Include a goal widget to show how YouTube correlates to your client’s overall business goals.\u003C/li>\u003Cli>Have customizable date ranges to provide insights on historical trends and key analytics over time.\u003C/li>\u003Cli>Offer insights from other marketing channels that show a bigger picture of your YouTube efforts.\u003C/li>\u003Cli>Be scalable and automatable to reduce manual work as much as possible.\u003C/li>\u003C/ul>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/templates/youtube-report\">YouTube Analytics Report Template\u003C/a>, for example, comes with an array of features such as bulk report edits, saving anything as a template, a way to organize reports in tabs, and automating how it’s shared.\u003C/p>\u003Ch2>6 strategies to create amazing YouTube Analytics reports\u003C/h2>\u003Cp>Now, when we know how to get YouTube Analytics, it's time to put them together in a report using analytics tools. Think about what types of charts are best suited for presenting each data set (we’ll provide you with some visual examples throughout.)\u003C/p>\u003Ch3>1. Base your report around client’s objectives\u003C/h3>\u003Cp>A generic one-size-fits-all report won’t impress anyone. Your clients are eager to see marketing ROI as soon as possible, so the first thing they’ll ask is how close you’ve brought them to their goals. This is why it’s essential to determine your clients' goals beforehand and tailor the report around them.\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>It’s pivotal that agencies don’t take a ‘one-size-fits-all’ approach to their service. While they can have some type of ‘template’ for how their processes work or a general list of what they can offer, every client should have a personalised approach. \u003Cbr>[author]Gareth Bull - Founder of \u003Ca href=\"https://bulldogdigitalmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">Bulldog Digital Media\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>For example, let’s say your client launches a YouTube ad campaign and sets an optimistic target of 3000 new subscribers by the end of the quarter. To conclude this goal in your report, you need to:\u003C/p>\u003Cul>\u003Cli>Show YouTube subscriber growth at regular intervals for the reporting period.\u003C/li>\u003Cli>Track goal progress so your clients know how close they are to achieving that target.\u003C/li>\u003Cli>Provide context for any spikes or dips in subscriber growth that are worth mentioning. In reports created in Whatagraph, this is easy. Just drag and drop a text widget next to a graph or chart to explain the events in simple English.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/youtube_analytics_report_4_00582b2b9a.png\" alt=\"YouTube Analytics Report - Goal Widget\">\u003C/p>\u003Cp>\u003Cstrong>Pro tip\u003C/strong>: Use Whatagraph’s goal widget to decide what’s worth focusing on. For example, a client who wishes to grow the channel will likely ask to see new subscriptions, overall reach, and subscribers won vs. lost at the beginning of their report. Changing these in our goal widget takes a couple of clicks.\u003C/p>\u003Ch3>2. Track their data automatically with live reports\u003C/h3>\u003Cp>Saving precious billable hours and streamlining agency processes should be top priorities for any agency. Taking screenshot after screenshot of data or exporting YouTube Analytics files in spreadsheets is no one’s idea of efficient reporting.\u003C/p>\u003Cp>This approach may work in the short term, but in the end, it will slow your agency down, especially when you begin to onboard new clients or move further down the digital agency life cycle. That’s where automated reports come in handy.\u003C/p>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/youtube-reporting-tool\">YouTube Reporting Tool\u003C/a> allows you to create reports that automatically populate with your client’s most important metrics, and then save them as a custom template for other client projects.\u003C/p>\u003Cp>If you decide to build your report from scratch, make sure to add widgets that display:\u003C/p>\u003Cp>\u003Cstrong>Subscriber rate\u003C/strong> (accompanied by explanations of any significant rise or drop in that period)\u003C/p>\u003Cp>\u003Cstrong>Total number of video views\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>Watch times\u003C/strong> (including the average view duration and the number of seconds or minutes watched) \u003C/p>\u003Cp>\u003Cstrong>Video views:\u003C/strong> The number of times people have watched your videos—the bigger the number of views, the higher your YouTube SEO rating would be and the better you perform in YouTube searches.\u003C/p>\u003Cp>\u003Cstrong>Average view duration: \u003C/strong>this is determined by total view time/total video playback (including replays.) A higher average viewing time means that your viewer finds your specific video useful.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/youtube_analytics_report_5_f927a40b85.png\" alt=\"YouTube Analytics Report - View Duration\">\u003C/p>\u003Cp>\u003Cstrong>Estimated watch time:\u003C/strong> how much time the audience spends viewing individual videos.\u003C/p>\u003Cp>\u003Cstrong>Engagement metrics\u003C/strong> (i.e., likes, dislikes, shares, and comments)\u003C/p>\u003Cp>\u003Cstrong>Audience demographics\u003C/strong> (i.e., age, gender, geographical location, and device type)\u003C/p>\u003Cp>\u003Cstrong>Pro tip\u003C/strong>: When onboarding a new client, consider using Whatagraph reports with live sample data. This way, you can easily show how data populates automatically with every data source you add.\u003C/p>\u003Ch3>3. Create custom metrics to align with your client’s goals.\u003C/h3>\u003Cp>If you’re running multiple marketing campaigns for your client, there’s a good chance you’d post the same video you used in the YouTube campaign on Facebook as well. You may also send an email to promote the new video. As a marketing agency, you want to exceed client expectations and show the big picture of what is happening in your marketing strategy. However, vanilla analytics may not be enough.\u003C/p>\u003Cp>To measure the overall impact of your agency’s efforts, you should use custom metrics. In Whatagraph, you can easily create formulas based on your client’s unique YouTube goals, bring together data from cross-campaign activities and show that your agency holds all the strings.\u003C/p>\u003Ch3>4. Use cross-channel reporting to show the big picture\u003C/h3>\u003Cp>Let’s explore the scenario where your agency is charged with improving the client’s website traffic and overall brand visibility. You are aware that the best course is to take a multi-sided approach that includes optimizing your client’s YouTube SEO, doubling down on Facebook content, or investing in other inbound strategies that can reverse the trends.\u003C/p>\u003Cp>But how can you demonstrate earned media value when so many platforms are involved? Apart from traffic source data from the YouTube Analytics site, Whatagraph allows you to incorporate insights from other channels. By adding data points from other relevant platforms, such as Google Ads or Google Analytics, you can show their relation to your client’s YouTube content.\u003C/p>\u003Cp>For example, a high click-through rate on a certain YouTube video ad might stand behind increased website traffic and conversions. In that case, it’s easy to drag and drop Google Analytics widgets next to those from YouTube to show the big picture. Web analytics insights become even more important if your client decides to embed their YouTube channel on their website.\u003C/p>\u003Cp>You can also apply data aggregation to YouTube Analytics and group insights by regions, campaigns, or even different social media pages to see the overall impact of your efforts on specific global KPIs.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/youtube_analytics_report_6_f22e93543d.png\" alt=\"YouTube Analytics Report - Cross-Channel Insights\">\u003C/p>\u003Cp>It doesn’t matter which multi-channel approach you choose and which channel is in the focus. Whatagraph has over 50 integrations with popular marketing platforms. In the same way, you connected \u003Ca href=\"https://whatagraph.com/integrations/youtube\">the YouTube integration\u003C/a>, you can bring data from any other integration into any report you create.\u003C/p>\u003Cp>If you can’t find your marketing source among current Whatagraph connectors, you can build a connection to Whatagraph Custom API and connect your data this way as well.\u003C/p>\u003Ch3>5. Tell the story with data\u003C/h3>\u003Cp>YouTube content performance might be difficult to quantify at first glance. That’s why you need to tell the story of data. Through the clever use of visual widgets and custom comments, you can explain to your clients what’s happening on their YouTube channel. For example, if your client had a webinar that resulted in higher brand visibility and increased follower count across all social media platforms, their monthly YouTube report will show a noticeable spike in the number of video impressions.\u003C/p>\u003Cp>At first it might not be clear why the spike happened. However if you add a text widget with an annotation directly to that data point, you can tell the story behind that spike in a way that is easy to understand.\u003C/p>\u003Cp>\u003Cstrong>Pro tip\u003C/strong>: Add an executive summary at the beginning of your client’s YouTube report to set the stage. This will create a high-level sneak peek of your YouTube insights without wading deeper into the report. To be honest, most busy clients and executives won’t go any deeper than this.\u003C/p>\u003Ch3>6. Share the report in the most convenient way\u003C/h3>\u003Cp>When you’ve created your YouTube Analytics report, discuss with your client what’s the best way to send it. Whatagraph makes this step of your job easy as well. If your clients prefer periodical PDF reports that they can print, schedule the automated send-out so that reports automatically update and get sent every week, month, quarter, etc... always at the same time.\u003C/p>\u003Cp>While convenient to some, this method might be a hassle for other clients. In that case, offer to give them 24/7 client access to a live report. This way, they can always check their YouTube channel metrics in real time without calling you every time. Whatagraph live reports also have the data range feature, so clients can change the reporting period themselves and see how data has changed over time.\u003C/p>\u003Cp>If you need to process it further, you can always export YouTube Analytics data from Whatagraph as CSV or Excel files.\u003C/p>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>To answer questions like \u003Ci>“How many subscribers do we get each month?”\u003C/i> or \u003Ci>“How engaged are the viewers with our videos?”\u003C/i> You need a scalable way to use YouTube Analytics and a replicable way to share the actionable insights it provides.\u003C/p>\u003Cp>However, to ensure that the KPIs you measure align with clients’ goals, you must take every “metrics you must track” advice with a reserve. What works for some clients may not work for others, so what you measure ultimately depends on your client's objectives.\u003C/p>\u003Cp>So whenever you create a YouTube Analytics report for your clients, make sure to:\u003C/p>\u003Col>\u003Cli>Report only what’s important.\u003C/li>\u003Cli>Include context and explanations to visuals to tell the story.\u003C/li>\u003Cli>Prove your agency’s value by tracking against goals.\u003C/li>\u003Cli>Be transparent about your updates.\u003C/li>\u003Cli>Give the clients 24/7 access to your report.\u003C/li>\u003C/ol>\u003Cp>An easy way to achieve all five is to use an all-in-one platform for monitoring and reporting in-depth YouTube Analytics and all other marketing analytics sources you have.\u003C/p>\u003Cp>Just connect your YouTube account and your data is extracted automatically into a custom-made report.\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Start a free trial of Whatagraph\u003C/a> and start putting hours back into your day while adding more value to your clients.\u003C/p>","2021-01-26T14:02:55.000Z","2025-07-01T10:31:42.355Z","2024-08-12",{"id":1027,"title":1028,"slug":1029,"summary":1030,"body":1031,"read_time":62,"createdAt":1032,"updatedAt":1033,"publishedAt":1034,"errors":31,"table_of_contents":32,"dateReorder":1035},2322,"14 SEO Software Tools for Agencies in 2025","agency-seo-software","\u003Cp>Is running a digital marketing agency easier now than 10 years ago? One thing is certain — today, marketers have more great agency SEO software to choose from than ever before. \u003C/p>\u003Cp>But how can agencies decide what’s worth buying? \u003C/p>\u003Cp>While industry giants like Ahrefs and Semrush are trying to rule this market segment, other more specialized and innovative tools appear, offering attractive features and an unseen level of customer support. \u003C/p>\u003Cp>But how do you choose the best SEO software tools for your agency? We researched so you don’t have to and found the winners for 14 categories. \u003C/p>","\u003Ch2>What is SEO agency software?\u003C/h2>\u003Cp>SEO agency software is an umbrella term for different SEO tools that help agencies plan and execute SEO strategies for their clients. In other words, they should help agency professionals audit, research, strategize, optimize, and communicate different aspects of their SEO efforts within their team and to their clients. \u003C/p>\u003Cp>This is why automation is an important factor for choosing any software for an SEO agency. Saving time is as essential as presenting results in a way that clients from a non-marketing niche can understand. \u003C/p>\u003Ch2>Top 14 SEO agency software tools\u003C/h2>\u003Cp>Since no tool can excel in all aspects of SEO, we chose the best tools for categories such as SEO audit, technical SEO, link outreach, etc. However, some of these solutions are comprehensive SEO platforms that include a palette of useful SEO tools, so take your pick.  \u003C/p>\u003Ch3>1. Google Analytics 4 — Best for website traffic monitoring\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/ga4\">Google Analytics 4\u003C/a> is a go-to software for tracking website traffic and conversions for many agencies. One of the most used GA4 reports is the Traffic Acquisition Report. It lets you analyze your client’s traffic sources, including PPC, social media, and organic search. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Google_Analytics_4_54ded04fc1.png\" alt=\"Google_Analytics_4.png\">\u003C/p>\u003Cp>Another popular report is the Pages and Screens Report, which gives you traffic for individual pages. If you have configured the conversion actions, you can see there how many sales are linked to pages on your client’s website. Similarly, if your client has an online store, you can visualize the conversion funnel from session to purchase. \u003C/p>\u003Cp>\u003Cstrong>Best Google Analytics 4 features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Event-driven data model\u003C/li>\u003Cli>User-centric reporting\u003C/li>\u003Cli>Cross-platform tracking\u003C/li>\u003Cli>Advanced funnel analysis\u003C/li>\u003Cli>Exploration reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Built-in website performance reports \u003C/li>\u003Cli>User ID tracking\u003C/li>\u003Cli>You can create detailed reports of user behavior\u003C/li>\u003Cli>Insights into traffic trends and anomalies\u003C/li>\u003Cli>Predictive metrics\u003C/li>\u003Cli>Real-time insights\u003C/li>\u003Cli>Built-in privacy controls\u003C/li>\u003Cli>Life cycle reporting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Limited choice of built-in reports\u003C/li>\u003Cli>Difficult to integrate with non-Google platforms\u003C/li>\u003Cli>Tracking specific social media interactions requires manual setup\u003C/li>\u003Cli>GA4 is still evolving some features that were readily available in Universal Analytics\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>Google Analytics 4 is free if you use the free version. A paid plan called Google Analytics 360 includes advanced analytics features, such as attribution modeling and data integration.\u003C/p>\u003Cp>\u003Cstrong>Google Analytics 4 user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.5 · ‎6,385 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.7 · 8,077 reviews\u003C/li>\u003C/ul>\u003Ch3>2. Ahrefs — Best for all-purpose SEO analysis\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/ahrefs\">Ahrefs\u003C/a> is an SEO agency platform that offers a wide range of features such as keyword research, competitor audits, link building, and rank tracking. Even after increasing their pricing, Ahrefs is one of the most popular SEO tools.   \u003C/p>\u003Cp>One of the most useful Ahrefs features for agencies is the Lowest DR filter in the Keyword Explorer space, which you can use to find uncompetitive keywords. Since one of the most important ranking factors is overall website authority, keywords with a lower authority website ranking are worth pursuing. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ahrefs_345b4d5398.png\" alt=\"ahrefs.png\">\u003C/p>\u003Cp>Ahrefs also has a solid backlink analysis tool, a content explorer, and a Site Explorer tool that can \u003Ca href=\"https://solvid.co.uk/backlink-monitoring/\" target=\"_blank\" rel=\"noopener noreferrer\">analyze your clients’ websites’ backlink profiles\u003C/a>. \u003C/p>\u003Cp>As a rank tracker, Ahrefs has many features like its main competitor, Semrush. You can use it to monitor specific clients' web pages or domains to see how they rank for keywords over time. You can also perform competitor analysis and site audits and explore historical ranking data with customizable charts.  \u003C/p>\u003Cp>In the competitor analysis role, Ahrefs is more useful than other keyword research tools and tools that are more oriented toward content optimization. The Content Gap functionality can show a detailed comparison of keywords that specific competitors rank for, including which featured snippets they are winning. \u003C/p>\u003Cp>\u003Cstrong>Best Ahrefs features for agencies\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Site audit\u003C/li>\u003Cli>Competitor research\u003C/li>\u003Cli>Keyword explorer \u003C/li>\u003Cli>Site explorer\u003C/li>\u003Cli>Visualize SERP performance \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Keyword research is available for a variety of search engines\u003C/li>\u003Cli>Almost all tools you need for SEO services\u003C/li>\u003Cli>Audit Core Web Vitals\u003C/li>\u003Cli>Easy to perform broken links analysis\u003C/li>\u003Cli>Tells you the word count of the top-ranking content pieces on a particular topic\u003C/li>\u003Cli>Traffic potential metric can point to untapped keywords \u003C/li>\u003Cli>Interface available in 14 languages\u003C/li>\u003Cli>Smooth learning curve\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Misses some basic functions, such as local SEO\u003C/li>\u003Cli>Competitors offer more comprehensive keyword research and suggestions \u003C/li>\u003Cli>Search volumes and keyword rankings are not updated daily\u003C/li>\u003Cli>Has some free tools but no free trial\u003C/li>\u003Cli>Restrictive reporting limits\u003C/li>\u003Cli>Poor search intent feature\u003C/li>\u003Cli>No phone support \u003C/li>\u003Cli>No built-in project management tool for link-building\u003C/li>\u003Cli>Confusing pricing model\u003C/li>\u003Cli>Even the most expensive Enterprise plan comes with just one power seat \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>An agency SEO platform with such capabilities must be expensive. However, with Ahrefs, you are not just buying functionality but also access to enormous amounts of data, including competitor intelligence. Ahrefs offers four main pricing plans: Lite, Standard, Advanced, and Enterprise. \u003C/p>\u003Cp>The key differences between these plans include access to core features, such as content gap analytics, link intersect analytics, and broken backlink identification, the number of projects you can work with, the number of keywords you can track, and the number of reports you can pull. \u003C/p>\u003Cp>Perhaps the biggest downside of Ahrefs' pricing structure is that the most affordable Lite plan is very limited in terms of core features, prompting many professionals to choose the Standard plan immediately. \u003C/p>\u003Cp>\u003Cstrong>Ahrefs user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.5 · 535 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.7 · 563 reviews\u003C/li>\u003C/ul>\u003Ch3>3. Semrush – Best SEO + paid advertising analysis tool\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/semrush\">Semrush\u003C/a> is a household name for agency SEO software, and not without a reason. It’s not just SEO software but an online visibility platform that also includes PPC, social media, and digital PR tools. One of its most helpful features is competitive research. You can assess your client’s top competitor authority score, estimated search traffic, and total backlinks. \u003C/p>\u003Cp>But it doesn’t stop there. Under Organic Research, you can see the competitor’s most trafficked pages, the keywords those pages rank for, and the number of backlinks that point to those pages. You can use this information to impress a prospective client and build an effective campaign. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/semrush_02c8d454db.png\" alt=\"semrush.png\">\u003C/p>\u003Cp>Semrush excels in keyword research as well. Its Keyword Magic Tool saves your team hours each month on keyword research tasks. For each keyword you type, you can see all keyword variations, the combined search volume, and average keyword difficulty. You can then filter and sort this data, see questions related to the topic, filter keywords by exact match phrases, or find related search queries. \u003C/p>\u003Cp>The Keyword Manager makes it easy to generate topic cluster ideas and see how topics relate. Without Semrush, this task would require intimate knowledge of the niche and extensive planning to drive a favorable ROI. This SEO analytics tool, on the other hand, can identify all related keywords and group them into topic clusters, which you can drill down into to understand the difficulty, traffic potential, and intent. To impress clients even more, you can display the cluster as a mindmap. \u003C/p>\u003Cp>Building links for clients is a fundamental service for digital marketing agencies, and the first step in the link-building campaign is to create a quality prospecting list. Semrush has the Referring Domains dashboard that makes it easy to filter out low value links. \u003C/p>\u003Cp>Out of all domains it scans, some of the links will be inactive, low quality, or irrelevant. For some clients this can amount to thousands of domains, and vetting them manually would take too much time. Instead, you can add a filter to target websites with active links and a desired authority score.\u003C/p>\u003Cp>\u003Cstrong>Best Semrush features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Site Audit tool\u003C/li>\u003Cli>Keyword Magic tool\u003C/li>\u003Cli>Position Tracking tool\u003C/li>\u003Cli>On-Page SEO Checker tool\u003C/li>\u003Cli>Backlink Checker tool\u003C/li>\u003Cli>Semrush Copilot (AI assistant that analyzes your data and alerts you when your rankings decrease or increase)\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Organic and PPC keywords in one platform \u003C/li>\u003Cli>White label reports and client portals for agencies\u003C/li>\u003Cli>Advanced competitor metrics\u003C/li>\u003Cli>Semrush Academy training resources \u003C/li>\u003Cli>Easy to track performance trends for each client\u003C/li>\u003Cli>Visual reporting \u003C/li>\u003Cli>In-depth backlink analytics\u003C/li>\u003Cli>Regular software improvement updates\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Pricing can accumulate as you add users, projects, and add-ons\u003C/li>\u003Cli>Limited local search data\u003C/li>\u003Cli>User interface can be overwhelming for first-time users\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>Semrush has three pricing plans called Pro — for newbies and small teams, Guru — for agencies and mid-size businesses, and Business — for large agencies and enterprises. The main difference between these plans is in the number of projects, keywords to track daily, pages to crawl in a month, etc. An interesting difference is in the number of scheduled PDF reports you can send, which goes from 5 to 20 and 50. You can bypass this limitation by having all your SEO strategy reports sent through Whatagraph, where there are no such limits. \u003C/p>\u003Cp>\u003Cstrong>Semrush user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.5 · 2,119 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.7 · 2,237 reviews\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>At Whatagraph, we use a variety of tools on a weekly or even daily basis to meet our monthly SEO key performance indicators. These tools include Google Search Console, Ahrefs, Screaming Frog, Buzzstream, among others. We adeptly incorporate these tools into our strategies based on the specific aspects of SEO. For instance, in our content strategy and on-page optimization efforts, we rely on Ahrefs, Google Search Console, and AI tools — not for generating new content, but for identifying opportunities and streamlining certain processes. For technical tasks and site audits we turn to Ahrefs, while Screaming Frog has proven itself invaluable for crawling our website.\u003Cbr>[author]\u003Ca href=\"https://www.linkedin.com/in/stanislav-farkas-fastraveller/\" target=\"_blank\" rel=\"noopener noreferrer\">Stanislav Farkas\u003C/a> SEO Specialist @ Whatagraph[/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>4. Google Search Console — Best for technical SEO analysis\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/google-search-console\">Google Search Console\u003C/a> is a great tool ensuring that search beginners can find and index your website. This agency SEO tool provides basic technical SEO functionalities to include factors like meta tags, internal linking, and sitemaps.  \u003C/p>\u003Cp>For example, It has a useful Index Coverage Report that gives you a better understanding whether your client’s website is getting crawled or having any issues that prevents it from being indexed. This is one of the first things you want to check when assessing the new clients website. \u003C/p>\u003Cp>The GSC’s Performance Report, on the other hand, lets you track the clicks and impressions your client’s website gets from Google. You can also see the position and average CTR there. Using this data, you can advise clients on how to improve their performance by updating existing content or creating new. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/gsc_7d9a46ff97.png\" alt=\"gsc.png\">\u003C/p>\u003Cp>\u003Cstrong>Best Google Search Console features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>URL inspection tool\u003C/li>\u003Cli>Performance analytics\u003C/li>\u003Cli>Website submission\u003C/li>\u003Cli>Email notification\u003C/li>\u003Cli>Mobile responsiveness analysis\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Offers the most accurate performance data for Google search\u003C/li>\u003Cli>Quick access to technical issues\u003C/li>\u003Cli>Can be used to manually submit page indexing requests\u003C/li>\u003Cli>Free to use\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>UI might be confusing for beginners due to the sheer number of functions \u003C/li>\u003Cli>Without paid plugins, data is limited to 1000 rows\u003C/li>\u003Cli>Three-day data delay\u003C/li>\u003Cli>Data is limited to Google search\u003C/li>\u003Cli>Can be challenging to set up and monitor for multiple clients\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>: \u003C/p>\u003Cp>Google Search Console is free to use.\u003C/p>\u003Cp>\u003Cstrong>GSC user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.8 · ‎402 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.8 · 198 reviews\u003C/li>\u003C/ul>\u003Ch3>5. SE Ranking — Best SEO analysis budget option \u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">SE Ranking\u003C/a> is an all-in-one SEO software for agencies that helps you research, track, and optimize your site. The tool offers a range of services, from site audits and backlink analysis to competitive research. Starting as a keyword position tracker, SE Ranking developed into one of the best SEO tools, especially for agency startups that need a capable solution for client SEO optimization on a budget. \u003C/p>\u003Cp>For example, SE Ranking can help you discover what others are looking at on the internet, help you move the content strategy from a standstill by producing fresh content that is likely to generate organic traffic. It can also uncover chances for link building and point to technical SEO issues with your client’s website’s content.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/seranking_96b5141363.png\" alt=\"seranking.png\">\u003C/p>\u003Cp>The tool uses custom-made algorithms and Google’s NLP processing for its on-page SEO checker and AI writing assistant. \u003C/p>\u003Cp>Its content editor feature simplifies the content creation, from adding target keywords to creating data-driven SEO content briefs for your writers. You can use it to create outlines using the AI writer. The AI can extract the top 10 SERP pages for your keywords and create a content brief with a table that displays your competitor information by seven metrics: Content Score, Domain Trust, Page Trust, Total Traffic, Referring Domains, Words, and Visibility.\u003C/p>\u003Cp>SE Ranking’s AI writer wizard allows you to select from 11 tones for your article and then generate a list of article topics. Once you select a topic, you can instruct the wizard to generate headings and it will create a detailed writing framework for you. From there, you can instruct it to prepare a draft, where the writer automatically produces the introduction and includes the outline from within the editor. As it completes one paragraph after another, you can give it some manual input or ask it to reword a section. \u003C/p>\u003Cp>The keyword rank tracker is perhaps one of SE Ranking’s best features. It shows the average search engine ranking position for any keyword over a selected period. You can track client keywords from any location or device across Google, Bing, Google Mobile, Yahoo, and YouTube. You can analyze Google SERP features, Maps results, and even Google Ads positions. SE Ranking also allows you to see the data in individual graphs by clicking on each keyword within the table. \u003C/p>\u003Cp>SE Ranking also comes with a comprehensive competitive research module that allows you to track up to 20 competitors per project (or more on a higher plan) and 100 search results for each keyword. The overview page shows you how likely it is your client’s website will rank in search results based on the quality of your backlinks profile and the number of referring domains. Scrolling down, you can see which countries your client’s competitors get the most traffic in both for organic and paid campaigns. \u003C/p>\u003Cp>\u003Cstrong>Best SE Ranking features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Keyword rank tracking tool\u003C/li>\u003Cli>Competitive research\u003C/li>\u003Cli>Backlink checker\u003C/li>\u003Cli>Website audit\u003C/li>\u003Cli>Content ideas finder\u003C/li>\u003Cli>AI writer\u003C/li>\u003Cli>Content editor\u003C/li>\u003Cli>Integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Excellent competitor and keyword research \u003C/li>\u003Cli>Versatile range of SEO tools for SEO agencies on a budget\u003C/li>\u003Cli>Helpful AI-powered content marketing tool\u003C/li>\u003Cli>Automated reports on schedule\u003C/li>\u003Cli>Great value for money\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve due to a large number of tools and customizations\u003C/li>\u003Cli>The Agency Pack add-on is available only for the annual subscription\u003C/li>\u003Cli>AI writer has a word limit\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>SE Ranking offers three main tiers: Essential, Pro, and Business. Each plan includes different features, benefits, and usage limits. The Essential plan allows you to track 10 client sites and 5 competitors per site and create up to 100 daily competitive or keyword research reports. The Pro plan lets you track unlimited client websites, 10 competitors per site and has historical data tracking for 3 months. It also brings in the live customer support. The Business plan upgrades the offer even more with 8 hours of team training. \u003C/p>\u003Cp>\u003Cstrong>SE Ranking user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.8 · 1,334 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.7 · 284 reviews\u003C/li>\u003C/ul>\u003Ch3>6. Whatagraph — Best all-in-one SEO reporting tool\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is an easy-to-use platform for SEO agencies that helps you monitor and report on your client’s marketing performance with direct integrations to popular SEO, PPC, and other digital marketing data sources, including web analytics, email marketing, e-commerce platforms, and CRM systems. \u003C/p>\u003Cp>So, what makes Whatagraph a unique SEO marketing platform on this list?\u003C/p>\u003Cp>\u003Cstrong>Whatagraph can connect data from all your SEO agency tools, organize it, and present it in easy-to-understand live dashboards or scheduled reports. \u003C/strong>\u003C/p>\u003Cp>Let’s say that your agency uses: \u003C/p>\u003Cul>\u003Cli>Ahrefs for keyword research and competitor analysis, \u003C/li>\u003Cli>Google My Business for local SEO strategy, \u003C/li>\u003Cli>Google Search Console for technical SEO audits, and \u003C/li>\u003Cli>Google Analytics 4 for tracking website traffic and conversions. \u003C/li>\u003C/ul>\u003Cp>Instead of creating bulky individual reports from each of those tools, which are not compatible, you can simply connect all those tools to Whatagraph and create a custom report for your client, handpicking the data points you want to present. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_c598626126.png\" alt=\"Agency SEO Software - Whatagraph\">\u003C/p>\u003Cp>Thanks to professionally built templates, you can easily create any custom report tailored to your client’s requirements and with the business KPIs of choice.\u003C/p>\u003Cp>And it all takes place within one platform — Whatagraph.\u003C/p>\u003Cp>Instead of using different tools to collect, clean, and analyze data, Whatagraph integrates all your data into one fast and easy-to-use platform. You can organize data by the specific client reporting needs. Unify metric names, group countries in tiers, or blend key metrics with data from other channels.\u003C/p>\u003Cp>As a result:\u003C/p>\u003Col>\u003Cli>Data is easier to organize and analyze.\u003C/li>\u003Cli>Your team can track their performance on internal dashboards and overviews.\u003C/li>\u003Cli>You can automate the way you report to clients.\u003C/li>\u003C/ol>\u003Cp>Marketing analytics processes become more efficient, and everyone — from clients to teammates — can finally understand marketing data and focus on strategy and execution with hours saved.\u003C/p>\u003Cp>\u003Cstrong>Best Whatagraph features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Native integrations to popular marketing sources\u003C/li>\u003Cli>Connect any data source using Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Organize connected data without coding\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Cross-channel insights\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Overview (monitors the performance of all your clients or campaigns)\u003C/li>\u003Cli>Library of pre-made report templates\u003C/li>\u003Cli>Edit multiple reports in bulk\u003C/li>\u003Cli>Save anything as a template\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing\u003C/li>\u003Cli>No-code data transfers to BigQuery data warehouse\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All-in-one marketing analytics solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Engaging visual reports\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Just one data warehouse destination (BigQuery) is available so far\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>Whatagraph has three pricing plans: Essential, suitable for in-house teams, Advanced, recommended for agencies, and Enterprise, a custom plan for large marketing agencies and businesses with complex reporting needs.\u003C/p>\u003Cp>The pricing plans are based on the amount of “source credits” and access to customization and data organization capabilities. You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph user ratings and reviews\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>G2: Rating: 4.5 · ‎267 reviews\u003C/li>\u003Cli>Capterra: Rating: 4.4 · ‎83 reviews\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Try Whatagraph for free\u003C/a> to learn more about how much time you can save while tracking consolidated performance from multiple SEO tools for your clients.\u003C/p>\u003Ch3>7. Clearscope — Best for SEO content briefs\u003C/h3>\u003Cp>Clearscope is an AI-based SEO tool for agencies that lets you optimize every piece of content your agency creates. Great content is the backbone of every SEO strategy. However, developing such content is not easy, especially when you consider why the top 10 search results are ranking so high. \u003C/p>\u003Cp>In the neverending struggle to be helpful to readers, optimized for search engines, and weather through regular Google algorithm updates, content is becoming more complex. Clearscope can help you see how your content compares against the top 10 Google search results and also make recommendations about what words or phrases your piece is missing. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/clearscope_91f86f6740.png\" alt=\"Agency SEO Software - Cleaescope\">\u003C/p>\u003Cp>You start by entering a keyword to start a report, which launches the content optimization space. There you can start writing from scratch, load a template, drop in the text from an existing post, or extract content from a URL. The report instantly gives you an overall content grade, readability rating, and a list of related keywords. \u003C/p>\u003Cp>Each report you create with Clearscope has secondary keywords you can mention in your content. As you progress with writing, Clearscope will highlight secondary keywords in yellow and check them off in the sidebar so you know which ones you covered. You can also toggle the keyword tab and switch to Research with additional questions and citations. \u003C/p>\u003Cp>Overall, Clearscope is good in its primary role—content optimization—but it’s not a very versatile and affordable tool outside that.\u003C/p>\u003Cp>\u003Cstrong>Best Clearscope features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Keyword reports\u003C/li>\u003Cli>SEO-focused briefs and outlines\u003C/li>\u003Cli>Search intent analysis\u003C/li>\u003Cli>Text editor\u003C/li>\u003Cli>Integrations with Google Docs and WordPress\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Detailed content insights \u003C/li>\u003Cli>Content length suggestion\u003C/li>\u003Cli>Content grade and readability score\u003C/li>\u003Cli>Page performance tracking\u003C/li>\u003Cli>Easy report sharing with team and freelancers\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>High-priced plans \u003C/li>\u003Cli>Pricing is based on monthly credits\u003C/li>\u003Cli>UI can lead you to accidentally generate a report when you just wanted to check a keyword\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>Clearscope has three pricing plan: Essentials, Business, and Enterprise. All plans come with unlimited users, unlimited projects, and  AI content outlines. The Business plan brings more content inventory pages than Essentials, and a dedicated account manager. The Enterprise has everything in Business, plus  custom credits, custom agreements, crawler whitelisting, and single sign-on (SSO).\u003Cbr>\u003Cbr>\u003Cstrong>Clearscope user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.9 · 91 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.9 · 60 reviews\u003C/li>\u003C/ul>\u003Ch3>8. SEOwind — Best AI-powered SEO content writer\u003C/h3>\u003Cp>SEOwind is a powerful AI-driven content creation tool designed to improve content creation and optimize SEO performance. It streamlines the process of researching, writing, and analyzing SEO content briefs, allowing content creators to quickly generate SEO-optimized content outlines, headings, and keyword lists. \u003C/p>\u003Cp>Using the optimized brief, content writers can create content that ranks higher in search results, influences more relevant organic traffic, and eventually converts better. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/seowind_f0897169bf.png\" alt=\"Agency SEO Software - SEOwind\">\u003C/p>\u003Cp>Each brief created with SEOwind focuses on several essential content elements, such as length, the number of headers, and recommendations on what those headers should be based on the top 10 Google results for the given keyword.\u003C/p>\u003Cp>The tool uses AI to create engaging and unique title tags and meta descriptions and can also suggest FAQs from “People Also Asked” and Quora. \u003C/p>\u003Cp>Another AI-powered feature of SEOwind is the content brief analytics, which allows users to get a deeper look at content briefs and spot areas for improvement. \u003C/p>\u003Cp>Thanks to its intuitive interface and innovative AI capabilities, SEOwind is a perfect tool for SEO agencies looking to scale their content output while saving time. \u003C/p>\u003Cp>\u003Cstrong>Best SEOwind features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Automates content brief research and analysis\u003C/li>\u003Cli>Generates SEO-optimized content outlines\u003C/li>\u003Cli>Offers data-driven insights to improve SEO\u003C/li>\u003Cli>AI-powered writing assistance\u003C/li>\u003Cli>Keyword research tools\u003C/li>\u003Cli>Mobile keywords \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>User-friendly interface\u003C/li>\u003Cli>Time-saving and efficient\u003C/li>\u003Cli>Detailed competitive content analysis\u003C/li>\u003Cli>Internal linking via GSC integration\u003C/li>\u003Cli>Responsive customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Lacks content audit feature\u003C/li>\u003Cli>Free trial of just 3 days\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>SEOwind offers three pricing plans designed to meet different business needs. \u003C/p>\u003Cp>The Basic plan includes up to 8 AI-generated articles per month, support for 1 project/domain, custom brand voice, AI-generated content outlines based on SERP analysis, AI keyword clustering, secondary keyword research, AI title and description generation, and more. \u003C/p>\u003Cp>The Pro plan allows you to create 30 AI articles per month and 3 projects/domains, with additional features like enhanced keyword clustering and more comprehensive SERP analysis. \u003C/p>\u003Cp>The Agency plan enables up to 100 AI articles per month, support for 12 projects/domains, and advanced features such as internal linking, company and product information integration.\u003C/p>\u003Cp>There is also a consulting package add-on, available for $200, that grants you five individual meetings with a focus on SEO tactics and content strategy.  \u003C/p>\u003Cp>The tool has a 7-day cancellation policy with full money return. \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>SEOwind helps agencies create high-quality, SEO-optimized content by streamlining the research process with AI-driven tools. It gathers crucial data points like search intent, SERP analysis, statistics, and expert quotes, forming the foundation for content creation. With 80% of the focus on thorough research, SEOwind ensures that your content is deeply informed and impactful, while the final 20%—the AI writing—transforms this research into compelling, high-ranking content that drives significant organic traffic growth for agencies.\u003Cbr>[author]Tom Winter Co-founder & Chief Growth Officer @ \u003Ca href=\"https://seowind.io/\">SEOwind\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>SEOwind user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.9 · ‎42 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: No reviews\u003C/li>\u003C/ul>\u003Ch3>9. AgencyAnalytics — Best for simple client SEO reports\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/agency-analytics\">AgencyAnalytics\u003C/a> is an SEO platform for agencies that allows you to create SEO reports much quicker and easier than if you’d use Looker Studio. It integrates with Google Analytics, Google Search Console, and almost any SEO tool like Ahrefs and Semrush. \u003C/p>\u003Cp>AgencyAnalytics can connect your data and pull it into white-label reporting dashboards or client reports. To build these dashboards, you can use drag-and-drop blocks or one of AgencyAnalytics templates. If your clients prefer periodical reporting, you can set up automated reports that go out at the same time every month.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agencyanalytics_95d1c407fd.png\" alt=\"Agency SEO Software - AgencyAnalytics\">\u003C/p>\u003Cp>\u003Cstrong>Best AgencyAnalytics features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>White-label reporting\u003C/li>\u003Cli>Integrates with 80+ different data sources\u003C/li>\u003Cli>Cross-campaign data\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>A wide choice of integrations\u003C/li>\u003Cli>Customizable reporting dashboards\u003C/li>\u003Cli>Automated reporting\u003C/li>\u003Cli>Built-in keyword rank tracker\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Very basic data organize features\u003C/li>\u003Cli>No data blending\u003C/li>\u003Cli>No option to edit reports in bulk\u003C/li>\u003Cli>Expensive for startup agencies\u003C/li>\u003Cli>Limited widget customization\u003C/li>\u003Cli>Reports older than 60 days get deleted\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>AgencyAnalytics pricing has three pricing plans — Freelancer, Agency, and Enterprise. Your subscription cost is based on the number of Client Campaigns you run. More advanced features like custom branding, custom metrics, and report approvals are reserved for the higher tiers. However, the AgencyAnalytics pricing page leaves many questions unanswered. Are some of the features available as add-ons? Are there limits within each plan? What does a Client Campaign include? etc.\u003C/p>\u003Cp>\u003Cstrong>AgencyAnalytics user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.7 · 316 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.8 · 114 reviews\u003C/li>\u003C/ul>\u003Ch3>10. Screaming Frog — Best SEO audit tool\u003C/h3>\u003Cp>Screaming Frog is one of the most popular SEO software solutions in the market, as it allows agencies to easily scan website pages and perform technical and on-page SEO audits for their clients. This SEO tool crawls and catalogs the whole site, extracting data as it goes, such as text, meta tags, visuals, alt descriptions, and other factors important for SEO. \u003C/p>\u003Cp>To make the information presentable to clients, Screaming Frog organizes the findings in tables. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/screaming_790624fa3d.png\" alt=\"Agency SEO Software - Screaming Frog\">\u003C/p>\u003Cp>To run an SEO audit, you need to connect the Google Analytics, Google Search Console, Google PageSpeed Insights, and Ahrefs API and run the craw. Among all the SEO opportunities that the tool finds, these four are the most impactful:\u003C/p>\u003Cp>\u003Cstrong>Crawl depth\u003C/strong>: If you see pages in the Crawl Depth column aht are more than three clicks deep into the site architecture, you’ll need to move them closer to the home page so Google can crawl and index them more easily. \u003C/p>\u003Cp>\u003Cstrong>Internal link coverage\u003C/strong>: The Unique InLinks section  can reveal pages that have less than five internal links. These are the pages that you should try to build internal links from other relevant pages on the client’s website. However, if no relevant pages exist, this tells you that you need more topically relevant SEO content. \u003C/p>\u003Cp>\u003Cstrong>Poor engagement rate\u003C/strong>: The metrics in the Engagement Rate column contains data that comes from Google Analytics 4. It shows you how engaged users are with your client’s content. If the engagement rate is low, something probably needs fixing on that page. As a rule of thumb, poor UX and engagement also leads to poor SEO performance, which brings us to:\u003C/p>\u003Cp>\u003Cstrong>Pages with poor SEO performance\u003C/strong>: Pages with zero impressions and clicks from Google Search Console, zero traffic from Google Analytics, and no backlinks from Ahrefs are poor performance pages which require closer SEO analysis. \u003C/p>\u003Cp>\u003Cstrong>Best Screaming Frog features for agencies: \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Evaluate headings and meta tags\u003C/li>\u003Cli>Discover broken links\u003C/li>\u003Cli>Find duplicate content\u003C/li>\u003Cli>Check redirects\u003C/li>\u003Cli>Generate sitemap.xml files\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Can set crawling customization for each client\u003C/li>\u003Cli>Identifies client’s website technical issues\u003C/li>\u003Cli>Integrates with GA4 and GSC for combined data analysis\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Crawler may crash or freeze with large databases\u003C/li>\u003Cli>Outdated UI which can be overwhelming for new users\u003C/li>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Limited reporting options\u003C/li>\u003Cli>Only available on desktop\u003C/li>\u003Cli>Requires considerable storage as there’s no cloud-based option\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>Screaming Frog has a Free and Paid version. The Free deal offers basic website audit functions and allows the crawl of 500 urls. The Paid plan is charged annually and gives access to every feature that the free tool lacks. \u003C/p>\u003Cp>\u003Cstrong>Screaming Frog user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.7 · ‎93 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.9 · 126 reviews\u003C/li>\u003C/ul>\u003Ch3>11. BuzzSumo — Best for content intelligence \u003C/h3>\u003Cp>BuzzSumo is an outstanding SEO agency tool for identifying topics and angles that are likely to gain the most backlinks and social signals. This software is an invaluable link building asset, as it allows you to quickly find ideas that already create a lot of buzz in the client’s niche. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Buzz_Sumo_923e76fe4c.png\" alt=\"Agency SEO Software - BuzzSumo\">\u003C/p>\u003Cp>Acquired by Brandwatch in 2017, this marketing SEO platform software allows agencies to track the performance of content competing for relevant industry keywords so they can see how the clients’ content marketing campaigns are performing in relation to the competition.\u003C/p>\u003Cp>Also, you can analyze the client’s or competitors’ existing content and get insights like which titles are getting the most social media engagement. \u003C/p>\u003Cp>\u003Cstrong>Best BuzzSumo features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Brand monitoring\u003C/li>\u003Cli>Content research\u003C/li>\u003Cli>Influencer discovery\u003C/li>\u003Cli>Content discovery \u003C/li>\u003Cli>Competitor intelligence \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Backlink checking\u003C/li>\u003Cli>Slack alerts\u003C/li>\u003Cli>Excellent influencer database and search\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>The tool can get expensive, depending on requirements\u003C/li>\u003Cli>UI can be overwhelming for novice users\u003C/li>\u003Cli>Collected data may not be too relevant and requires filtering\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>BuzzSumo comes with four pricing plans that are based on the number of users and alerts you can set. The basic Content Creation plan comes with Content Analyzer, Trending Feeds, and Question Analyzer tools, while for Coverage Reports, YouTube Analyzer, and Granular Location Search, you need to upgrade to higher plans.\u003C/p>\u003Cp>\u003Cstrong>BuzzSumo user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.5 · ‎103 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.8 · 198 reviews\u003C/li>\u003C/ul>\u003Ch3>12. Respona — Best for link building\u003C/h3>\u003Cp>Respona is a capable software for SEO agencies that helps scale link-building campaigns for clients. Once you start using Respona, your job is made easier by more than 15 link-building campaign templates. When you complete your template, you can use Respona to source link-building opportunities. You can also integrate Respona with Semrush to create a prospecting list by analyzing search results and competing URLs and then run automation to find contacts for websites. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Respona_f212caf50d.png\" alt=\"Agency SEO Software - Respona\">\u003C/p>\u003Cp>Another useful feature is the Contact Vetting. When Respona finishes the automation, you can select your prospects in bulk or vet them individually. Respona will find the best contact for each website, including verified emails, and LinkedIn profiles. \u003C/p>\u003Cp>\u003Cstrong>Best Respona features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Campaign templates\u003C/li>\u003Cli>Link-building opportunities\u003C/li>\u003Cli>Contact vetting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>AI-powered email personalization\u003C/li>\u003Cli>Content-based prospect search\u003C/li>\u003Cli>Bulk or manual vetting \u003C/li>\u003Cli>Email templates for link-building campaigns\u003C/li>\u003Cli>Automated contact list generation\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No options for monthly billing\u003C/li>\u003Cli>Relies on third-party tool subscriptions for vetting data\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>Respona comes with three pricing plans: Pro, Unlimited, and Enterprise. The Pro plan offers 5 email accounts and 300.000 data credits which can be distributed and spent on various discovery actions. The Unlimited plan includes everything in Pro, plus white gloves onboarding and double the amount of active contacts — 100k vs 50k. The Custom plan brings over a dedicated account manager, enhanced security functions, and advanced permissions. \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>Respona streamlines your entire link-building outreach process, from finding relevant websites and getting the contact info of the right person to sending hyper-personalized pitches. Simply input a few details about your client (their website address, keywords, etc.) and watch Respona set up campaigns in minutes, saving your team tens of hours. Respona also provides all the tools you need to manage conversations via the collaborative Inbox tab and track links using its built-in CRM tools.\u003Cbr>[author]Farzad Rashidi, Co-founder @ \u003Ca href=\"https://respona.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Respona\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Respona user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.9 · ‎173 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.9 · 44 reviews\u003C/li>\u003C/ul>\u003Ch3>13. BrightLocal — Best for local SEO campaigns\u003C/h3>\u003Cp>BrightLocal is an all-in-one local citation and SEO tool for digital agencies. It allows them to promote their clients’ brick-and-mortar stores on the web, tapping into the potential of local SEO. Using BrightLocal, you can get comprehensive insights into rankings in a particular area, identify SEO problems, and create personalized, white-label reports. \u003C/p>\u003Cp>Assisting local businesses with getting traffic and leads through search engine optimization is one of the most requested services for many agencies. However manually optimizing Google Business Profiles (GBPs) and citations takes time, especially if you service many clients with similar requirements. This is where BrightLocal comes in. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/brightlocal_77d6cefac5.png\" alt=\"Agency SEO Software - BrightLocal\">\u003C/p>\u003Cp>Offering a single source of truth, this agency search engine optimization tool eliminates manual searching for your clients’ GBP on Google to make necessary updates. Instead, you can make all the changes in BrightLocal, and your clients’ will get automatic updates via email. \u003C/p>\u003Cp>Once you import a Google Business Profile via BrightLocal, the tool will find citations relevant to your client’s listing. Apart from the list of citations and links to the websites where you can add them, there’s also a citation score that shows you if there are any errors to fix. And if you don’t want to add citations manually, BrightLocal offers a paid citation service that you can request from your account manager. \u003C/p>\u003Cp>Finally, there’s the reputation management feature that allows you to see and respond to reviews straight from the tool without going to the websites where the reviews were published. \u003C/p>\u003Cp>\u003Cstrong>Best BrightLocal features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>Local SEO audits\u003C/li>\u003Cli>Local rank tracker \u003C/li>\u003Cli>Citation builder\u003C/li>\u003Cli>All-in-one white-labeling\u003C/li>\u003Cli>Third-party connection to Facebook and TikTok\u003C/li>\u003Cli>Reputation manager\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>You can manage multiple GBPs from one dashboard\u003C/li>\u003Cli>Citation building and cleanup features\u003C/li>\u003Cli>Local rank tracking\u003C/li>\u003Cli>Free online training courses\u003C/li>\u003Cli>White-label reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited keyword research\u003C/li>\u003Cli>Sluggish operation from time to time\u003C/li>\u003Cli>Overwhelming interface for new users\u003C/li>\u003Cli>Wide range of integrations make the tool difficult to learn\u003C/li>\u003Cli>No way to include several regions and their local keywords in one ranking report \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003C/p>\u003Cp>BrightLocal has three pricing plans called Track, Manage, and Grow. Track includes tracking local rankings, monitoring GBP, competitor insights, and citations auditing. Manage includes everything in Track and enhanced listings management across multiple platforms like Google, Bing, Facebook, and Apple. There is also an option to suppress external edits and schedule GBP posts. Grow brings advanced review management capabilities such as responding to reviews directly from the tool, creating review generation campaigns, and website review widgets.\u003C/p>\u003Cp>\u003Cstrong>BrightLocal user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.2 · ‎220 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.8 · 276 reviews\u003C/li>\u003C/ul>\u003Ch3>14. Hunter.io — Best for link outreach\u003C/h3>\u003Cp>Hunter.io is an all-in-one outreach platform that enables agencies to identify companies matching their ideal client profiles, find accurate email addresses of key decision-makers, and send personalized outreach campaigns automatically.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/hunter_b1331e4156.png\" alt=\"Agency SEO Software - Hunter.io\">\u003C/p>\u003Cp>One of the things that marketers love about this SEO agency software is its minimalist yet efficient UX. \u003C/p>\u003Cp>A valuable link-building tool in every SEO specialist’s stack, Hunter offers an easy way to validate contact information at scale. Using a combination of proprietary technology and artificial intelligence, Hunter allows you to find, verify, and enrich contact details.\u003C/p>\u003Cp>\u003Cstrong>Best Hunter features for agencies\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Discover\u003C/strong>: Set filters that align with your ideal customer profile (ICP) to generate a list of companies that fit your services. For example, if you provide technical SEO services for SaaS businesses in Europe, Discover can help you pinpoint relevant companies in just a few clicks.\u003C/li>\u003Cli>\u003Cstrong>Lookalikes\u003C/strong>: A dynamic new feature that allows you to find companies similar to your ideal clients. For instance, if you've worked with Client A, you can easily find companies like Client A with a single click.\u003C/li>\u003Cli>\u003Cstrong>Email Finder\u003C/strong>: Lets you find the email addresses of decision-makers using their full names.\u003C/li>\u003Cli>\u003Cstrong>Domain Search\u003C/strong>: Helps you find email contacts within a specific company.\u003C/li>\u003Cli>\u003Cstrong>Email Verifier\u003C/strong>: Ensures email addresses are valid to avoid deliverability issues.\u003C/li>\u003Cli>\u003Cstrong>Signals\u003C/strong>: Perfects the relevancy and timing of your cold emails by allowing you to discover companies that are currently hiring for specific roles or have recently received funding.\u003C/li>\u003Cli>\u003Cstrong>Campaigns\u003C/strong>: Automate your cold email sequences, track performance, rotate email accounts, and manage all inboxes from one place.\u003C/li>\u003Cli>\u003Cstrong>Integrations\u003C/strong>: Seamlessly connect Hunter with your CRMs or other automation software.\u003C/li>\u003Cli>\u003Cstrong>Chrome Extensions & Google Sheets Add-On\u003C/strong>: Find and verify emails in bulk using the Google Sheets Add-On.\u003C/li>\u003Cli>\u003Cstrong>API\u003C/strong>: Build custom applications leveraging Hunter’s extensive data.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Communication campaigns planning\u003C/li>\u003Cli>Finding emails from website domains\u003C/li>\u003Cli>Automates cold mail campaigns\u003C/li>\u003Cli>Accurate contact info\u003C/li>\u003Cli>Integrates with Google Sheets\u003C/li>\u003Cli>Responsive customer team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Complex credit usage model\u003C/li>\u003Cli>Sometimes, it pulls up old emails for companies that are not used anymore\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>:\u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>Hunter has four pricing plans: Free, Starter, Growth, and Business. The Free plan allows you to use one email account and run 25 searches a month. You can have up to 500 recipients per campaign, but on the other hand, all Campaign features are out of limit. The remaining three plans have all functionalities unlocked, with the only difference in the number of yearly searches and verifications, as well as connected email accounts and recipients per campaign. For yearly subscriptions, monthly credits carry over.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>As a small business owner, Hunter has everything I need to acquire new clients. Their Discover feature helps me to find companies that match my ideal customer, Signals help me identify companies that need my services right now, Finder and Verifier help me to find emails of decision makers, while Campaigns help me to reach out to decision-makers in a personal yet automated way.\u003Cbr>[author]Antonio Gabrić - Outreach Manager @ \u003Ca href=\"https://hunter.io/\" target=\"_blank\" rel=\"noopener noreferrer\">Hunter\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Hunter.io user ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: Rating: 4.7 · ‎402 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: Rating: 4.6 · 620 reviews\u003C/li>\u003C/ul>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Choosing the right SEO software tool can significantly improve the efficiency and effectiveness of SEO processes in your agency. \u003C/p>\u003Cp>From tracking keyword rankings to analyzing backlinks and optimizing on-page content, each tool on our list has been selected for its unique capabilities and proven track record in helping digital agencies like yours demonstrate value to clients.\u003C/p>\u003Cp>As you plan the SEO strategy for new clients, the right SEO reporting solution can make a lot of difference.\u003C/p>\u003Cp>Whatagraph is both intuitive to use on the agency side, and easy to understand on the side of clients reading the SEO reports.\u003C/p>\u003Cp>In addition to multiple time-saving and scalable features built primarily for agencies, Whatagraph is an SEO reporting platform that covers the entire data journey, from connecting diverse SEO tools to organizing their data to creating beautiful SEO reports.\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial\u003C/a> today and save time connecting and sharing SEO insights to your clients!\u003C/p>","2024-08-20T21:58:42.720Z","2025-03-13T10:36:38.779Z","2024-08-20T22:47:22.266Z","2024-08-21",{"id":1037,"title":1038,"slug":1039,"summary":1040,"body":1041,"read_time":62,"createdAt":1042,"updatedAt":1043,"publishedAt":1044,"errors":31,"table_of_contents":32,"dateReorder":1045},2324,"Top 9 Agency Metrics and KPIs to Track and Improve","agency-metrics-kpis","\u003Cp>Metrics are essential in optimizing marketing agency performance because they provide a clear understanding of how well strategies and campaigns are performing. They give senior executives the data they need to make informed decisions, help agencies reach specific goals, and demonstrate value to their clients.\u003C/p>\u003Cp>By regularly monitoring metrics, agencies can identify slow performance areas and use insights to make data-driven adjustments.\u003C/p>\u003Cp>Senior agency executives can leverage metrics to set clear objectives, identify marketing agency KPIs, optimize resource spending, and predict future market trends.\u003C/p>\u003Cp>This guide provides a comprehensive agency metrics checklist to help agency owners maximize the usefulness of the vast amounts of data they collect daily.\u003C/p>","\u003Ch2>Why are marketing agency metrics important?\u003C/h2>\u003Cp>Metrics play an important role in evaluating how well a marketing agency's strategies are performing. They provide measurable insights that allow agency leadership to understand the impact of their actions, make necessary adjustments, and optimize future campaigns.\u003C/p>\u003Cp>Here are five ways in which marketing agency KPIs contribute to these assessments:\u003C/p>\u003Ch3>1. Measure campaign performance\u003C/h3>\u003Cp>Metrics like conversion rate, ROAS, and click-through rate (CTR) help agencies evaluate the success of individual campaigns. For example, a high conversion rate shows that the marketing message resonates with the target audience and effectively drives desired actions, such as purchases or sign-ups. On the other hand, a low ROAS might be a signal that a campaign is not driving sufficient revenue to justify its cost.\u003C/p>\u003Ch3>2. Evaluate customer engagement\u003C/h3>\u003Cp>Agency performance metrics related to customer engagement, such as engagement rate, net promoter score (NPS), and customer lifetime value (CLTV), allow agencies to measure client satisfaction and loyalty. For example, a high NPS suggests that clients are happy with the service and likely to recommend the agency, while a low NPS may indicate issues that need addressing to prevent churn. CLTV, on the other hand, helps agencies understand the long-term value of each client and take steps to maximize customer retention and profitability.\u003C/p>\u003Ch3>3. Optimize marketing channels\u003C/h3>\u003Cp>By tracking channel-specific metrics like cost-pre-acquisition (CPA) and ROI of each channel, agencies can discover which marketing channels (e.g., social media, PPC, SEO) are most effective. This allows you to make more informed decisions about where to allocate resources. For example, if PPC ads have a lower CPA and higher ROI than social media campaigns, you may consider shifting more of your budget towards PPC.\u003C/p>\u003Ch3>4. Identify areas for improvement\u003C/h3>\u003Cp>Marketing agency KPIs such as bounce rate, churn rate, and time on page help agencies identify bottlenecks in the user journey. A high bounce rate might suggest that the landing page content is not interesting or relevant, while a low time on page could indicate that visitors can’t find the information they need. Addressing these issues can considerably improve the effectiveness of your marketing strategies.\u003C/p>\u003Ch3>5. Track financial health\u003C/h3>\u003Cp>Financial metrics like gross margin, operating profit margin, and revenue growth rate help agencies assess the overall health of their marketing strategies from the profitability perspective. For example, gross margin indicates the efficiency of service delivery, while operating profit margin reflects the agency's ability to manage its costs in relation to its revenue. Monitoring these marketing agency KPIs ensures that the agency remains financially viable as it executes marketing strategies for its clients.\u003C/p>\u003Ch2>Top 9 marketing agency KPIs you should track\u003C/h2>\u003Cp>Let’s now round up the essential marketing agency metrics that should always be in your rearview.\u003C/p>\u003Cp>\u003Cstrong>Client acquisition metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Cost per acquisition (CPA)\u003C/li>\u003Cli>Customer lifetime value (CLTV) (also CLV)\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Client retention metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Net promoter score (NPS)\u003C/li>\u003Cli>Churn rate\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Campaign performance metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Return on ad spend (ROAS)\u003C/li>\u003Cli>Conversion rate\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Financial metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Gross margin\u003C/li>\u003Cli>Operating profit margin\u003C/li>\u003Cli>Utilization rate\u003C/li>\u003C/ul>\u003Ch3>1. Cost per acquisition (CPA)\u003C/h3>\u003Cp>CPA is a metric that represents the total cost of acquiring a customer or lead through a specific marketing campaign. It is calculated by dividing the total campaign costs by the number of conversions (acquisitions) that resulted from that campaign.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CPA_50d8d17fb1.png\" alt=\"Cost per acquisition \">\u003C/p>\u003Cp>This is a critical marketing agency metric for several reasons:\u003C/p>\u003Cp>\u003Cstrong>Performance measurement\u003C/strong>: CPA is a clear indicator of how cost-effective a marketing campaign is in converting potential leads into paying customers. A lower CPA might be a sign that the campaign is efficiently converting leads, while a higher CPA may suggest that the campaign is either too costly or not effectively targeted.\u003C/p>\u003Cp>\u003Cstrong>Budget allocation\u003C/strong>: By understanding the CPA for different campaigns or channels, agencies can distribute their funds more effectively. For example, you can scale up campaigns with a lower CPA and re-evaluate or pause those with a higher CPA.\u003C/p>\u003Cp>\u003Cstrong>Pricing strategy\u003C/strong>: CPA helps agencies determine the profitability of their marketing efforts. By identifying the average CPA, you can set appropriate pricing for your services, ensuring you cover your costs while delivering value to clients.\u003C/p>\u003Cp>\u003Cstrong>Client reporting\u003C/strong>: Agencies can use CPA to demonstrate the value of their services to clients. By showing how efficiently they can acquire customers, agencies build trust and justify their strategies and costs. \u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>ROI calculation\u003C/strong>: CPA is directly tied to ROI (Return on Investment). A campaign with a lower CPA generally yields a higher ROI — the ultimate goal for both agencies and their clients.\u003C/p>\u003Cp>\u003Cstrong>How can marketing agencies can optimize CPA for better ROI?\u003C/strong>\u003C/p>\u003Cp>Optimizing CPA is essential for maximizing ROI. Here are some strategies that marketing agencies can use:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Adjust targeting strategies\u003C/strong>: By narrowing down the audience to those most likely to convert, agencies can reduce wasting ad spend on uninterested users, effectively lowering CPA. This could involve targeting by demographics, behaviors, interests, or even specific geolocations. Use precise targeting options in digital advertising platforms to reach the most relevant audience.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CPC_82c54b831b.png\" alt=\"CPC by channel - Agency metrics\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>A/B testing campaign elements\u003C/strong>:\u003Cstrong> \u003C/strong>A/B testing helps identify which campaign variations perform best. By implementing the most effective versions, you can increase conversion rates, which leads to reduced CPA. Continuously test different campaign elements, such as ad copy, images, calls-to-action (CTAs), and landing pages.\u003C/li>\u003Cli>\u003Cstrong>Improving landing page UI\u003C/strong>: A well-optimized landing page that is directly aligned with the ad’s message can significantly boost conversion rates. This can reduce the number of visitors needed to achieve the same number of conversions, lowering CPA. Optimize landing pages to ensure they are relevant, user-friendly, and load fast.\u003C/li>\u003Cli>\u003Cstrong>Launch retargeting campaigns\u003C/strong>:\u003Cstrong> \u003C/strong>Retargeting can often lead to higher conversion rates because it focuses on an already warm audience. These campaigns generally have a lower CPA compared to acquiring entirely new leads. Implement retargeting strategies to re-engage users who have shown interest but did not convert.\u003C/li>\u003Cli>\u003Cstrong>Ad spend optimization\u003C/strong>:\u003Cstrong> \u003C/strong>Analyzing this advertising agency metric across different channels allows you to shift budgets towards those that regularly deliver lower CPAs, thereby optimizing overall campaign efficiency. Allocate more budget to high-performing channels and reduce spend on underperforming ones.\u003C/li>\u003Cli>\u003Cstrong>Consider automated bidding\u003C/strong>: Automated bidding relies on machine learning to adjust bids in real time. The goal here is to get the most conversions at the lowest cost and help agencies achieve a more favorable CPA. Use automated bidding strategies offered by platforms like Google Ads to optimize bids for conversions.\u003C/li>\u003Cli>\u003Cstrong>Focusing on high-intent keywords\u003C/strong>: When you target high-intent keywords such as terms with “best”, “top”, “pricing”, or “comparison”, you tend to attract more qualified leads who are ready to convert, which leads to lower CPA.\u003C/li>\u003Cli>\u003Cstrong>Analyzing competitor strategies\u003C/strong>: You should also monitor and analyze competitor campaigns to understand what’s working for them. By identifying successful strategies used by competitors, your agency can adapt and apply similar tactics to your own campaigns, potentially lowering your CPA.\u003C/li>\u003C/ul>\u003Ch3>2. Customer lifetime value (CLTV)\u003C/h3>\u003Cp>CLTV represents the total revenue a business can expect from a customer over the entire duration of their relationship. For marketing agencies, understanding CLTV is important because it provides insights into the long-term value of their clients, allowing them to develop strategies that maximize profitability and client retention.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CLTV_9c9ef86742.png\" alt=\"Customer lifetime value\">\u003C/p>\u003Cp>Client value is calculated by multiplying the average purchase value and the average number of purchases.\u003C/p>\u003Cp>Customer lifetime value is an essential marketing agency metric because it helps you:\u003C/p>\u003Cp>\u003Cstrong>Make\u003C/strong> \u003Cstrong>informed decisions on client acquisition\u003C/strong>: When you know the CLTV of different clients, you can decide how much to spend on acquiring new clients. For example, if you know that the CLTV of a particular client segment is high, you can justify the higher CPA for acquiring those clients, as the long-term returns will probably outweigh the initial costs.\u003C/p>\u003Cp>\u003Cstrong>Optimize client retention strategies\u003C/strong>: CLTV is a metric closely related to nurturing client relationships. By understanding a client's long-term value, you can focus on strategies that improve client satisfaction and loyalty, which in turn increases CLTV. This is especially important when we know that retaining a client usually costs less than acquiring a new one. For example, you can develop tailored retention programs for high-CLTV clients. These can include personalized communication and special offers that increase the chances they'll \u003Ca href=\"https://www.gatekeeperhq.com/blog/contract-renewals\" target=\"_blank\" rel=\"noopener noreferrer\">renew contracts\u003C/a> or purchase additional services.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Invest time in understanding their unique needs, setting clear expectations, and providing tailored solutions that prioritize long-term growth. Consistently communicate, educate, and demonstrate - your value is in what you do, not what you say.\u003Cbr>[author]\u003Cstrong>Sarah Tikfesis - CEO & Head of Operations @ \u003C/strong>\u003Ca href=\"https://megaphone.com.au/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Megaphone\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Predict your revenue\u003C/strong>: Knowing CLTV can help you forecast future revenue more accurately, which is essential for your agency’s financial planning and growth strategies. A higher average CLTV promises a stable revenue stream, which supports long-term financial health and allows for better resource allocation. For example, if you know the average CLTV of your clients, you can predict future cash flows and make informed decisions about investing in new services, hiring staff, or expanding your operations.\u003C/p>\u003Cp>\u003Cstrong>Identifying opportunities for upselling\u003C/strong>: CLTV also helps agencies identify clients with the potential for upselling or cross-selling additional services. For example, if you identify a long-term client that uses only basic services, your sales team can pitch additional services to meet their evolving needs, such as advanced analytics or a new campaign management tool.\u003C/p>\u003Cp>\u003Cstrong>How can marketing agencies increase CLTV?\u003C/strong>\u003C/p>\u003Cp>Increasing CLTV requires a strategic approach that involves improving client relationships, delivering consistent value, and encouraging long-term engagement. Here are some effective strategies:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Act on client feedback\u003C/strong>: Regularly ask for client feedback and make improvements based on their input. Direct feedback or surveys can help you better understand client satisfaction levels and address their concerns before they escalate. For example, post-project surveys, which measure client satisfaction and make adjustments based on their feedback, show clients that their opinions are valued, which leads to a higher retention rate. Find more ways to improve client satisfaction in our guide on \u003Ca href=\"https://whatagraph.com/blog/articles/exceeding-client-expectations\">how to exceed client expectations as a marketing agency\u003C/a>.\u003C/li>\u003Cli>\u003Cstrong>Deliver exceptional client service\u003C/strong>: Start by providing excellent customer support and establish proactive communication to make sure clients are valued and heard. Regular check-ins, personalized service, and timely resolution of issues build trust and loyalty, which significantly improve client satisfaction and retention. As an extra step, you can assign a dedicated account manager for high-value clients. This way, they can receive personalized attention and swift responses to their needs, increasing their likelihood of renewing contracts.\u003C/li>\u003Cli>\u003Cstrong>Offer customized solutions\u003C/strong>: You should tailor services and marketing strategies to meet each client's specific needs. This should be the rule for all your clients, as each business has unique challenges and goals. This customization not only helps in achieving better results but also strengthens the client’s dependency on the agency. For example, if a client is struggling with social media engagement, you could develop a targeted social media strategy that addresses their specific audience, increasing their satisfaction and encouraging a long-term partnership.\u003C/li>\u003C/ul>\u003Cp>However, to be able to offer customized experiences to your clients often requires you as an agency to upgrade to more flexible solutions as well. \u003C/p>\u003Cp>For example, as your client grows and asks you to track more and more marketing channels, the existing performance reporting solution might be too slow and inefficient to provide them with the kind of insights they need. \u003C/p>\u003Cp>This is often the case for agencies using free reporting tools like Looker Studio. As they scale to meet their clients’ evolving needs, at one point, they might feel as if \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">they have outgrown Looker Studio\u003C/a> and start looking for more customizable solutions. \u003C/p>\u003Ch3>3. Net promoter score (NPS)\u003C/h3>\u003Cp>Net promoter score is one of the widely used creative agency KPIs that measure the chance of clients recommending a company’s products or services to others. It is a key indicator of client satisfaction and loyalty that tells you how clients perceive the agency and their overall experience.\u003C/p>\u003Cp>How does NPS work?\u003C/p>\u003Cp>NPS is typically measured by asking clients a single question: \u003Ci>“On a scale of 0 to 10, how likely are you to recommend our services to a friend or colleague?”\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Scoring\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Promoters (9-10)\u003C/strong>: Clients who are highly satisfied and loyal, likely to recommend the agency.\u003C/li>\u003Cli>\u003Cstrong>Passives (7-8)\u003C/strong>: Clients who are satisfied but not enthusiastic enough to actively promote the agency.\u003C/li>\u003Cli>\u003Cstrong>Detractors (0-6)\u003C/strong>: Clients who are dissatisfied and may harm the agency’s reputation through negative word-of-mouth.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/NPS_78c0bc1557.png\" alt=\"Net promoter score - Agency metrics\">\u003C/p>\u003Cp>The score ranges from -100 to +100, with higher scores indicating better client satisfaction and loyalty.\u003C/p>\u003Cp>NPS is a significant metric for marketing agencies for a number of reasons. It provides insight into:\u003C/p>\u003Cp>\u003Cstrong>Client satisfaction\u003C/strong>: NPS provides a straightforward way to measure overall client satisfaction. A high NPS shows that clients are pleased with the agency’s services and are likely to remain loyal.\u003C/p>\u003Cp>\u003Cstrong>Growth predictions\u003C/strong>: Agencies with high NPS scores are more likely to experience growth through client referrals and positive word-of-mouth. On the other hand, a low NPS can signal potential issues that may lead to client churn.\u003C/p>\u003Cp>\u003Cstrong>Benchmarking your performance\u003C/strong>: NPS allows agencies to benchmark their performance against competitors or industry standards, providing context for their client satisfaction levels.\u003C/p>\u003Cp>\u003Cstrong>What are the best practices for improving NPS in an agency?\u003C/strong>\u003C/p>\u003Cp>Improving NPS includes increasing client satisfaction and loyalty by addressing the factors that affect their perception of the agency. Here are some best practices:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Deliver consistent service\u003C/strong>:\u003Cstrong> \u003C/strong>When clients know they can count on the agency to deliver high-quality results every time, their satisfaction and loyalty increase, which leads to higher NPS scores. You can ensure that the quality of your agency service is consistent across all client interactions by standardizing your processes and maintaining regular communication to ensure that clients receive the same level of service regardless of the project or team member involved.\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Physically meet with any new marketing person immediately. A new hire is the biggest risk of losing a client. Not because an agency is doing a bad job but frequently one of the only levers a digital marketing manager can pull is to change agency. Building a level of rapport as fast as possible helps client to know what the agency people are like and the agency can understand the new hire's thought process.\u003Cbr>[author]\u003Cstrong>John Ring - Managing Director @ \u003C/strong>\u003Ca href=\"https://www.tinderpoint.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Tinderpoint\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve communication and transparency\u003C/strong>: Clients appreciate transparency and updates. Keeping them informed helps manage expectations and build trust, which is essential for improving NPS. Consider providing monthly performance reports and holding regular strategy sessions with clients to ensure they are always in the loop.\u003C/li>\u003Cli>\u003Cstrong>Launch a client success program\u003C/strong>: A client success program proactively supports clients in reaching their objectives and ensures they get maximum value from your agency’s services. This can significantly increase client satisfaction and their likelihood to recommend the agency. Start by assigning a client success manager to each client, who regularly checks in on their progress and offers strategic advice.\u003C/li>\u003Cli>\u003Cstrong>Quickly address and resolve issues\u003C/strong>: The speed and dedication with which you resolve issues can turn a negative experience into a positive one, potentially converting detractors into promoters. A quick response shows clients that the agency cares about their satisfaction. One strategy is to establish a rapid response team to handle client issues and provide solutions within a short time frame.\u003C/li>\u003C/ul>\u003Ch3>4. Churn rate\u003C/h3>\u003Cp>The churn rate is the percentage of clients who stop using a service over a specific period. For a marketing agency, a high churn rate is a sign that a significant number of clients are not satisfied or finding better alternatives elsewhere. It is essential that you monitor the churn rate regularly, as it directly impacts your revenue and growth potential.\u003C/p>\u003Cp>This customer satisfaction metric is closely related to customer lifetime value and customer acquisition cost (CAC). By comparing CLTV against churn rates, your agency can estimate if you are maximizing the potential value from your clients. On the other hand, if both CAC and churn rates are high, your agency might be spending more on acquiring clients than they are worth over time. This is a signal to improve retention efforts.\u003C/p>\u003Cp>Monthly/annual recurring revenue (MRR/ARR) are key financial health metrics that you should also track in relation to churn to understand the financial impact of losing your clients.\u003C/p>\u003Cp>\u003Cstrong>How to analyze churn rate?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Cohort analysis\u003C/strong> — In this technique, you group clients based on shared characteristics, such as start date, and track their behavior over time. By analyzing these groups, you can identify trends in client retention and predict when and why clients are most likely to churn.\u003C/li>\u003Cli>\u003Cstrong>Customer feedback\u003C/strong> — Collecting qualitative data through surveys allows you to understand the specific reasons behind client churn in your agency. Feedback can point out areas where your services may fall short of client expectations.\u003C/li>\u003Cli>\u003Cstrong>Churn prediction models\u003C/strong> — Predictive analytics and machine learning can help you develop models that forecast which clients are at risk of churning. These models analyze patterns in client behavior and engagement to identify early warning signs.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>What strategies can marketing agencies use to reduce churn rate?\u003C/strong>\u003C/p>\u003Cp>By analyzing churn rate and implementing these targeted strategies, marketing agencies can significantly improve client retention and build more stable and lasting relationships.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve client onboarding\u003C/strong>: During onboarding, you should define goals, deliverables, and timelines. This helps avoid misunderstanding and ensures that clients know what to expect. You should tailor the onboarding process to each client so that you can make them feel valued and understood, again reducing the chances of early churn.\u003C/li>\u003Cli>\u003Cstrong>Consistent communication and reporting\u003C/strong>: Regular communication is a factor that repeats over and over. Regular reports about the progress of their campaigns can help clients see the value of your agency’s work. However, consistent reporting doesn’t mean you have to spend hours each week to get all the reports ready in time. If you choose \u003Ca href=\"https://whatagraph.com/blog/articles/client-reporting-tools\">the best reporting solution for your agency\u003C/a>, you can automate most of the reporting tasks and use time on higher-value tasks. \u003C/li>\u003Cli>\u003Cstrong>Offer value-added services\u003C/strong>: Introducing clients to additional services that complement their existing package can increase the relationship and their investment in the agency. When you provide customized strategies that meet each client’s specific goals, you make your agency’s services more indispensable, reducing the risk of churn.\u003C/li>\u003Cli>\u003Cstrong>Identify and address high-risk clients early\u003C/strong>: By monitoring client behavior, you can set up a system that flags clients who show signs of dissatisfaction or low engagement. This allows you to react early. For example, you can reach out to high-risk clients with special offers, additional support, or a review of their accounts to address any issues before they lead to churn.\u003C/li>\u003C/ul>\u003Ch3>5. Return on ad spend (ROAS)\u003C/h3>\u003Cp>ROAS is a key metric used by digital marketing agencies to evaluate the effectiveness of their advertising campaigns. It measures the revenue generated for every dollar spent on advertising. A higher ROAS is a sign of a more successful campaign, as it shows that the agency is generating more considerable revenue in relation to its ad spend.\u003C/p>\u003Cp>This advertising agency metric is essential for determining whether your advertising efforts are yielding a positive return if you need to adjust something to optimize performance. However, unlike CTR or CPC, which focus on user engagement, ROAS is directly tied to the project profitability, which makes it a more comprehensive KPI.\u003C/p>\u003Cp>\u003Cstrong>How to calculate ROAS\u003C/strong>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ROAS_19ffb0fd6c.png\" alt=\"Return on ad spend\">\u003C/p>\u003Cp>How can ROAS help you optimize your campaign?\u003C/p>\u003Cp>\u003Cstrong>Budget allocation\u003C/strong>: This agency performance metric helps your agency determine how to distribute its budget. Campaigns with higher ROAS should receive more investment, while those with lower ROAS may need adjustments or simply reduction in spend.\u003C/p>\u003Cp>\u003Cstrong>Performance benchmarking\u003C/strong>: You can use ROAS to compare the effectiveness of different campaigns, channels, or strategies to identify high-performing models and replicate their success in other projects.\u003C/p>\u003Cp>\u003Cstrong>Client reporting\u003C/strong>: ROAS is a straightforward metric you can present to clients, as it directly links ad spend and revenue. Clients can easily see the financial return on their investment, which builds trust and transparency in the agency-client relationship. The easiest way to streamline presenting key performance metrics to clients is to use our \u003Ca href=\"https://whatagraph.com/client-dashboard-software\">client dashboard software\u003C/a>. You can use it to compare ROAS across different ad platforms and identify which channel brings the most leads and which needs to be optimized.\u003C/p>\u003Cp>\u003Cstrong>How can agencies analyze and improve ROAS?\u003C/strong>\u003C/p>\u003Cp>By analyzing and optimizing ROAS, marketing teams can ultimately drive greater profitability for both the agency and its clients.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Track conversion and attribution\u003C/strong>: Make sure conversion tracking is set up accurately across all ad platforms. Use tools like Google Analytics 4, Facebook Pixel, or native platform tracking codes to monitor your ad performance. Multi-touch attribution models can help you understand the customer journey. This can help you accurately attribute revenue to the correct ad or campaign instead of giving all credit to the last touchpoint.\u003C/li>\u003Cli>\u003Cstrong>Improve ad relevance\u003C/strong>: Segment your audience based on demographics, interests, and behavior. Tailored messaging to specific segments can increase engagement and conversion rates, eventually improving ROAS. Develop ad creatives that are in line with each audience segment to boost ad performance and higher revenue.\u003C/li>\u003Cli>\u003Cstrong>Analyze based on data\u003C/strong>: Monitor ROAS across campaigns and make data driven decisions to adjust strategies. Identify low-performing ads or channels and optimize or redirect resources based on your findings. Compare ROAS across search engines, social, display ads, etc. to spot the most profitable platforms and direct your efforts there. For example, if you see that a campaign is performing well in a specific demographic or region, expand the targeting to similar groups or localities to replicate success.\u003C/li>\u003C/ul>\u003Ch3>6. Conversion rate\u003C/h3>\u003Cp>Conversion rate for marketing agencies is a key performance indicator that reflects the percentage of users that take a desired action on the website, such as make a purchase, sign up for a newsletter, after interacting with an ad or landing page. It is a clear indicator of how well your campaign is performing. A higher conversion rate usually means that the campaign is resonating with the target audience and driving meaningful results.\u003C/p>\u003Cp>\u003Cstrong>Why is conversion rate important for agencies?\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>Optimizing ROI\u003C/strong>: Conversion rate is directly tied to return of investment (ROI). Even if a campaign has a high CTR, it’s only successful if those clicks convert into actions that are in line with the campaign goals. By focusing on conversion rates, you can ensure that your ad spend is generating positive outcomes and a better ROI.\u003C/p>\u003Cp>\u003Cstrong>Assessing audience behavior\u003C/strong>: Conversion rates can tell you how well an ad or landing page meets the interests of the audience. If users are clicking on ads but don’t convert, it might be a sign that the ad and landing page messaging is mismatched or that the proposition is not compelling enough. Tracking this can help your agency fine-tune its messaging and offer to better meet user intent. Analyzing conversion rates at different stages of the customer journey can help you identify where users drop off. This allows you to zoom down to specific areas that need improvement — ad copy, landing page design, or checkout process.\u003C/p>\u003Cp>\u003Cstrong>What techniques can agencies use to improve conversion rates?\u003C/strong>\u003C/p>\u003Cp>Employing these conversion rate boosting techniques, agencies can maximize their own ROI:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Optimize landing pages\u003C/strong>: It goes without saying that the landing page content should align closely with the ad copy. Consistency in messaging reinforces user intent and motivates them to take the desired action. You should also look to simplify the user experience by removing any unnecessary elements that might distract or confuse users. A clean intuitive design with clear calls-to-action (CTAs) will help guide users towards conversion.\u003C/li>\u003C/ul>\u003Cp>Your CTAs should be persuasive and impactful. Use actionable phrases that clearly communicate what the user will gain by clicking the button, such as “Book a Demo” instead of “See Whatagraph in Action”.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve page loading speed\u003C/strong>: Pages that load slowly can significantly reduce conversion rates, as users are more likely to abandon the site. Optimize images, use efficient coding practices, and content delivery networks to ensure fast loading times. Also, make sure the landing pages are optimized for mobile devices. As more and more users access content on their phones. A mobile-friendly experience is essential for keeping conversion rates high.\u003C/li>\u003Cli>\u003Cstrong>Use social proof and trust signals\u003C/strong>: Display customer testimonials, reviews, or case studies on landing pages to build trust and credibility. When they see that others have had positive experiences, potential clients will be more likely to take action. If you are optimizing an e-commerce site or a page where users enter personal information, include security badges like SSL certification and payment protection badges to reassure users their data is safe.\u003C/li>\u003Cli>\u003Cstrong>Streamline registration and checkout flows\u003C/strong>: Only ask for essential information in registration forms. Complex forms can demotivate users from completing them. Make your forms as simple as possible for a higher subscription rate. In case of e-commerce sites, offer a guest checkout option to reduce complexity for first-time buyers.\u003C/li>\u003C/ul>\u003Ch3>7. Gross margin\u003C/h3>\u003Cp>Gross margin is the difference between a company’s revenue and the cost of goods sold (COGS). For a marketing agency, COGS includes direct costs such as employee salaries, subcontractor fees, software, and any other expense tied directly to delivering client services.\u003C/p>\u003Cp>How to calculate gross margin:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GROSS_MARGIN_ffd2b70cf1.png\" alt=\"Gross margin\">\u003C/p>\u003Cp>Gross margin is an important indicator of your agency’s profitability because it shows how efficiently you manage your direct costs in relation to the revenue generated. A higher gross margin shows that the agency retains more revenue after converting the cost of delivered service, which can be used to cover overhead expenses, invest in growth, and generate profit.\u003C/p>\u003Cp>You can use this metric to assess how well your agency manages its resources but also to inform your pricing strategy. If the gross margin is low, you may need to reassess your pricing model — either by increasing prices or reducing costs to ensure long-term profitability.\u003C/p>\u003Cp>Regularly monitoring gross margin helps agencies understand their financial health. It gives you insight into how much revenue is available to cover other operating costs and contribute to net profit.\u003C/p>\u003Ch3>8. Operating profit margin\u003C/h3>\u003Cp>Operating profit margin is a financial metric that measures the percentage of revenue that remains after all operating expenses are taken from gross profit. These operating expenses include costs like salaries, rent, utilities, marketing and administrative costs, but don’t include interest and taxes.\u003C/p>\u003Cp>How to calculate the operating profit margin?\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_metrics_6_2f8e53e2f5.png\" alt=\"Operating profit margin - Agency metrics\">\u003C/p>\u003Cp>This marketing agency KPI provides a clear idea of how efficiently a marketing agency manages its overall operations. It presents the agency’s ability to convert revenue into profit after accounting for the essential costs of running the business.\u003C/p>\u003Cp>A strong operating profit margin provides the financial stability that is necessary for reinvesting into the agency’s growth, such as expanding services, hiring talent, or exploring new markets.\u003C/p>\u003Cp>\u003Cstrong>What are the tactics to increase gross and operating profit margin?\u003C/strong>\u003C/p>\u003Cp>By taking steps to increase gross margin, you can improve your agency’s profitability, ensure long-term sustainability, and create more value for both your clients and their business.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Optimize workforce efficiency\u003C/strong>: Use project management tools to improve task management, time tracking, and resource allocation. This way, you can ensure that projects are completed more efficiently. Regular employee training can improve their skills, which leads to higher quality work and faster completion. Consider outsourcing non-core tasks to specialized agencies or contractors. Sometimes, this is more cost-effective than hiring full-time people for certain roles.\u003C/li>\u003Cli>\u003Cstrong>Reduce direct costs\u003C/strong>: Negotiate with vendors for better rates for your essential tools and software. Discounts or bulk pricing can reduce COGS and improve your gross margin. You should also invest in automation tools that eliminate the need for manual work. For example, using an automated reporting tool can reduce time spent on creating client reports, allowing your account managers to focus on higher-value activities. If you want to upgrade your agency’s reporting tool but are not sure what to look for, check out our list of \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">9 Best Marketing Reporting Software and Tools\u003C/a>. \u003C/li>\u003Cli>\u003Ca href=\"https://paro.ai/blog/reevaluate-your-pricing-strategy/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Improve pricing strategies\u003C/strong>\u003C/a>: Consider moving from cost-plus pricing (where a fixed markup is added to costs) to value-based pricing, where prices are set based on the delivered value to the client. This allows you to charge premium rates for high-value services and increase gross margin. You should also offer tiered service packages that meet the needs of different clients and budgets. This way, you can capture more revenue from clients who are willing to pay for higher-value services.\u003C/li>\u003Cli>\u003Cstrong>Specialize in high-margin services\u003C/strong>: When you focus on niche markets or types of service, you have an opportunity to charge premium rates, as clients are often willing to pay more for expertise. Develop unique tools of processes that deliver superior results or efficiency to justify higher pricing. These specialized offerings can differentiate the agency in the market and increase gross margins. \u003Cstrong> \u003C/strong>\u003C/li>\u003C/ul>\u003Ch3>9. Utilization rate\u003C/h3>\u003Cp>Utilization rate is one of the essential agency metrics which tells you how much of your employee’s available time is spent on billable work. If this rate is too high, you may need to add more resources, while the low rate means you’re not bringing in enough work. \u003C/p>\u003Cp>For marketing agencies, as for any service business, time is the limiting factor. No matter how effective your business model is, you have 24 hours in a day. Take from this sick leaves, vacation time, and public holidays, and most agencies get between 1600 and 1800 working hours each year. \u003C/p>\u003Cp>However, not all of these hours are billable. You also need to account for training, team building time, pro bono work, business development and all other activities that make up so-called non-billable hours. \u003C/p>\u003Cp>Utilization rate is a measure of how much of this available time is used for productive work and is calculated as:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_metrics_7_4147738396.png\" alt=\"Utilization rate - Agency metrics\">\u003C/p>\u003Cp>While being a simple metric, the utilization rate gives you plenty of insight into your agency’s profitability and productivity. Let’s list a few:\u003C/p>\u003Cul>\u003Cli>A consistently high utilization rate means your resources are overworked. \u003C/li>\u003Cli>A large gap between utilization and realization rates means your employees are spending much time on non-billable tasks.\u003C/li>\u003Cli>Tracking utilization for each skill and employee role can help you plan hiring.\u003C/li>\u003Cli>Tracking utilization rate by skill shows whether you are in demand for certain roles.\u003C/li>\u003Cli>A utilization rate above 100% implies poor planning and a lot of work out of scope.\u003C/li>\u003C/ul>\u003Cp>Read more about \u003Ca href=\"https://www.workamajig.com/blog/utilization-rate\" target=\"_blank\" rel=\"noopener noreferrer\">how utilization rate affects your profitability\u003C/a> and how to increase this metric in your agency in a separate article. \u003C/p>\u003Ch2>Tools and software for tracking marketing agency metrics\u003C/h2>\u003Ch3>Google Analytics 4\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/ga4\">Google Analytics 4\u003C/a> can help agencies track where new clients are coming from, which channels are most effective (organic search, paid ads, social media), and which marketing campaigns drive the most conversions. It can provide detailed reports on user behavior, conversion paths, and multi-channel funnels that show how users move through the acquisition process.\u003C/p>\u003Cp>You can use it to track user behavior over time, helping agencies monitor returning visitors, engagement rates, and the effectiveness of content. It also allows you to segment users based on behavior, which is essential for a better understanding of retention trends.\u003C/p>\u003Cp>Google Analytics 4 can also help your agency track various campaign performance metrics, such as CTR, conversion rates, bounce rates, and digital campaign ROI. It can give you a clear picture of how campaigns are performing across different channels and audience segments.\u003C/p>\u003Cp>Tracking financial metrics is possible with Google Analytics 4 as well, indirectly through e-commerce tracking and goal conversions. This gives you insights into revenue generated by specific campaigns, average order value, and ROI.\u003C/p>\u003Ch3>HubSpot\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/hubspot\">HubSpot\u003C/a> offers comprehensive CRM and marketing tools that help you track client acquisition from lead generation to conversion. You can use it to monitor the entire customer journey, including the source of leads, content interactions, and conversion rates. HubSpot's integrated CRM system automatically tracks and logs all interactions with potential clients, which reduces manual efforts needed to collect and organize data.\u003C/p>\u003Cp>Detailed insights into client interaction are available through email open rates, content engagement, and repeat purchases. Through HubSpot’s customer lifecycle stages, your agency can monitor how clients progress and where retention actions are most needed.\u003C/p>\u003Cp>HubSpot has tools for tracking the performance of email marketing campaigns, social media efforts, and lead nurturing campaigns. You can track open rates, click rates, and conversion rates to assess the overall impact of your agency’s marketing efforts.\u003C/p>\u003Cp>Thanks to integrations with accounting and invoicing tools, HubSpot allows you to automate the tracking of financial metrics, reduce manual entry, and help update financial records tied to marketing activities.\u003C/p>\u003Ch3>Whatagraph\u003C/h3>\u003Cp>Whatagraph simplifies the process of reporting on user acquisition and campaign performance metrics by consolidating data from various scattered sources like Google Analytics 4, HubSpot, or PPC platforms into visually appealing reports for clients.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cost_47ccd6d003.png\" alt=\"Cost.png\">\u003C/p>\u003Cp>Its automated reporting feature allows agencies to schedule regular reports with acquisition metrics from different platforms, saving time on manual data collection and report building. Using ready-made report templates, agencies can effortlessly aggregate campaign performance data from multiple platforms into clear, user-friendly reports and track metrics such as ad performance, social media engagement, and email campaign metrics.\u003C/p>\u003Ch2>Bottom line\u003C/h2>\u003Cp>By focusing on the right data points, agencies can not only track their performance but also uncover actionable insights that drive growth, improve client satisfaction, and increase profitability.\u003C/p>\u003Cp>The key is to prioritize the metrics that align with your agency's specific goals — whether it’s client acquisition, retention, campaign performance, or financial health. A clear understanding of these metrics, combined with regular review and timely adjustments, gives your agency an edge over the competition.\u003C/p>\u003Cp>Remember, it’s not about tracking everything — it’s about tracking marketing agency KPIs that matter most and doing it in a time-saving way.\u003C/p>\u003Cp>Try\u003Ca href=\"https://whatagraph.com/agency-dashboard\"> our agency dashboard\u003C/a>, which has everything you need to monitor the essential agency metrics — both the high-level KPI goals and specific acquisition, retention, or other agency performance metrics.\u003C/p>","2024-08-27T09:42:42.259Z","2025-07-15T09:20:34.488Z","2024-08-27T10:03:51.013Z","2024-08-27",{"id":1047,"title":1048,"slug":1049,"summary":1050,"body":1051,"read_time":21,"createdAt":1052,"updatedAt":1053,"publishedAt":1052,"errors":510,"table_of_contents":32,"dateReorder":1054},1942,"The Ultimate Guide to Agency Reporting: Best Practices and Tips","agency-reporting-tips","\u003Cp>You are spending hours and hours on client reporting every week. Compiling data from scattered sources and putting it together to show that you’ve made progress on several fronts. The numbers make sense to you, but will they make sense to your client?\u003C/p>\u003Cp>You try to be concise — not to bore the client with too much information, but you also need to be transparent by giving more details.\u003C/p>\u003Cp>And then you learn that clients actually rarely read your reports. They just want you to help them grow. And that is understandable. After all, they are paying you for it.\u003C/p>\u003Cp>However, in that case, you risk your agency-client relationship becoming purely transactional.\u003C/p>\u003Cp>And that is not good. \u003C/p>\u003Cp>Why?\u003C/p>\u003Cp>Because clients are less engaged with your work. They don’t see you as a partner and advisor but as a service provider, making it easier for them to churn at the first bump in the road.\u003C/p>\u003Cp>In this agency reporting guide, we’ll explore best practices and share essential agency reporting tips to help you streamline your reporting process, retain your clients, and ultimately drive better results for their campaigns.\u003C/p>","\u003Ch2>What is marketing agency reporting?\u003C/h2>\u003Cp>Marketing agency reporting is the process by which marketing agencies collect, analyze, and present data to their clients to show the effectiveness of their marketing efforts. These reports usually include insights from various aspects of marketing campaigns, such as website traffic, lead generation, conversion rates, social media engagement, SEO performance, and ROI.\u003C/p>\u003Cp>The goal of marketing agency reporting is to provide clients with a clear understanding of how the agency's strategies impact their business, identify improvement areas, and make data-driven decisions for future campaigns.\u003C/p>\u003Cp>Effective reporting helps build trust and transparency between the agency and the client, ensuring that the agency's efforts are aligned with the client's business objectives.\u003C/p>\u003Ch2>Why effective reporting is essential for agencies\u003C/h2>\u003Cp>Reporting\u003Cstrong> \u003C/strong>directly impacts client relationships, decision-making, and the overall success of marketing campaigns. Let’s explore several areas where you can set your agency apart from the competitors and prove a valuable partner to your clients using effective reporting.\u003C/p>\u003Cp>\u003Cstrong>Demonstrate value and build trust\u003C/strong>: By providing clear, data-driven evidence of how your strategies impact your client’s business, your agency can build trust and boost the client’s confidence in your services. As a result, clients can better understand the ROI of their marketing investment and be less likely to end the partnership.\u003C/p>\u003Cp>\u003Cstrong>Improve communication and alignment\u003C/strong>: Reporting ensures that both parties are on the same page about the goals, progress, and outcomes. Regular, consistent marketing agency reports help align your work with the client’s objectives, which is essential for setting realistic expectations and the client’s perception of you as a partner instead of just a service provider.\u003C/p>\u003Cp>\u003Cstrong>Strengthen client retention and loyalty\u003C/strong>: If an agency provides consistent, insightful reporting, it has more chances to retain clients. When clients can clearly see how the agency's efforts contribute to their success, they are more likely to stay loyal and continue the partnership. Also, detailed custom reports with actionable insights and recommendations demonstrate your agency’s commitment to proactive problem-solving and continuous improvement. Read more about \u003Ca href=\"https://whatagraph.com/blog/articles/exceeding-client-expectations\">exceeding client expectations\u003C/a> in our separate guide.\u003C/p>\u003Cp>\u003Cstrong>Increase transparency and accountability\u003C/strong>: Reporting holds agencies accountable for their performance. By regularly presenting campaign outcomes, you can ensure that you are delivering on promises and meeting KPIs that you agreed upon. This accountability is essential for maintaining credibility and can even be a deciding factor when renewing the contract.\u003C/p>\u003Cp>\u003Cstrong>Provide a competitive advantage\u003C/strong>: Agencies that excel in reporting can set themselves apart from competitors. Quality marketing agency reports that not only present data but also provide strategic insights can position your agency as a trusted advisor. Clients are more likely to choose and stay with you if you not only help them understand their marketing performance but also use that knowledge to move them forward.\u003C/p>\u003Ch2>What metrics to include?\u003C/h2>\u003Cp>In short, include only the metrics clients need to see — those that show direct results of your efforts and their impact on the client’s business: traffic, engagement, and conversion.\u003C/p>\u003Ch3>Traffic metrics\u003C/h3>\u003Cp>Include essential traffic metrics to provide a comprehensive view of website performance. These metrics can influence better-informed decisions to optimize marketing strategies and improve user experience.\u003C/p>\u003Cp>\u003Cstrong>1. Total website traffic\u003C/strong>\u003C/p>\u003Cp>This metric shows the total number of visitors to a client’s website over a specified period. It’s a basic indicator of a website’s reach and popularity. Tracking total traffic helps you assess the effectiveness of marketing campaigns and identify trends in audience behavior.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_6_85c53830aa.png\" alt=\"Traffic metrics - agency reporting\">\u003C/p>\u003Cp>\u003Cstrong>2. Traffic sources\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Direct traffic:\u003C/strong> Visitors who enter the website URL directly into their browser. This is often a sign of brand awareness and loyal customers.\u003C/li>\u003Cli>\u003Cstrong>Organic traffic:\u003C/strong> Visitors who find the website through search engines like Google. High organic traffic usually means strong SEO performance.\u003C/li>\u003Cli>\u003Cstrong>Referral traffic:\u003C/strong> Traffic coming from other websites through backlinks. This metric helps agencies evaluate the effectiveness of their link-building strategies.\u003C/li>\u003Cli>\u003Cstrong>Social traffic:\u003C/strong> Visitors who come from social media platforms. This metric indicates the success of social media marketing efforts.\u003C/li>\u003Cli>\u003Cstrong>Paid traffic:\u003C/strong> Traffic generated through paid advertising campaigns, such as Google Ads or social media ads. This metric helps measure the ROI of paid campaigns.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>3. Bounce rate\u003C/strong>\u003C/p>\u003Cp>The bounce rate is the percentage of visitors who leave the site after viewing only one page. A high bounce rate may indicate that the landing page content isn’t engaging or interesting to visitors. Monitoring this metric helps improve user experience and content relevance.\u003C/p>\u003Cp>\u003Cstrong>4. Session duration\u003C/strong>\u003C/p>\u003Cp>This metric measures the average amount of time a visitor spends on your client’s website during a single session (visit). Longer session durations often suggest that users find the content valuable and are engaged with the website. It’s a key indicator of content effectiveness and user engagement.\u003C/p>\u003Cp>\u003Cstrong>5. Pages per session\u003C/strong>\u003C/p>\u003Cp>Pages per session refers to the average number of pages a visitor views during a single session. A higher number suggests that users are exploring more content on the site, which is often a sign of good site structure and compelling content.\u003C/p>\u003Cp>\u003Cstrong>6. New vs. returning visitors\u003C/strong>\u003C/p>\u003Cp>This metric makes a difference between first-time visitors and those who return to the website. A balanced ratio between new and returning visitors indicates both successful outreach (new visitors) and customer retention (returning visitors).\u003C/p>\u003Cp>\u003Cstrong>7. Top landing pages\u003C/strong>\u003C/p>\u003Cp>This metric identifies the most visited entry pages on the website. Analyzing top landing pages can provide insights into which content attracts and engages visitors the most, which, in return, informs your content strategy and optimization efforts.\u003C/p>\u003Cp>\u003Cstrong>8. Exit pages\u003C/strong>\u003C/p>\u003Cp>Exit pages are the last pages visitors view before leaving the website. Analyzing exit pages can help identify potential issues with content or user flow that might be causing visitors to leave without converting. For example, a visitor who leaves the site without visiting a pricing page or from a TOFU content page is a sign that either a) their expectations were not met or b) they didn’t find the content compelling enough to explore more.\u003C/p>\u003Cp>\u003Cstrong>9. Geographical location\u003C/strong>\u003C/p>\u003Cp>This metric provides insights into where the website traffic is coming from geographically. It helps in tailoring marketing strategies to target regions where the brand is most popular or where there’s potential for growth.\u003C/p>\u003Cp>\u003Cstrong>10. Device and browser data\u003C/strong>\u003C/p>\u003Cp>This metric shows the devices (mobile, desktop, tablet) and browsers (Chrome, Safari, etc.) that visitors use. Understanding this helps optimize the website for the most common devices and browsers, improving user experience across platforms.\u003C/p>\u003Ch3>Engagement metrics\u003C/h3>\u003Cp>These essential engagement metrics help you understand how visitors interact with your client’s website, again allowing for better optimization of content, user experience, and overall engagement strategies.\u003C/p>\u003Cp>\u003Cstrong>1. Click-through rate (CTR)\u003C/strong>\u003C/p>\u003Cp>CTR measures the percentage of users who click on a specific link, such as a call-to-action (CTA), ad, or email link. It’s an important metric for evaluating the effectiveness of marketing messages, content, and ad campaigns. A high CTR is a sign that the content or offer is resonating with the audience.\u003C/p>\u003Cp>\u003Cstrong>2. Social shares and comments:\u003C/strong>\u003C/p>\u003Cp>This metric tracks how often content is shared on social media platforms and the number of comments it receives. High levels of social sharing and engagement suggest that the content is compelling, relevant, and valuable to the audience. It’s a key indicator of content virality and brand reach.\u003C/p>\u003Cp>\u003Cstrong>3. Scroll depth\u003C/strong>\u003C/p>\u003Cp>Scroll depth measures how far down a page users scroll. It’s especially useful for understanding user engagement with long-form content. If users regularly scroll to the bottom, it is a sign that they are engaged with the content. On the other hand, if they stop scrolling early, it may signal that the content needs to be more compelling or better structured.\u003C/p>\u003Cp>\u003Cstrong>4. Video engagement metrics\u003C/strong>\u003C/p>\u003Cp>If your client’s website has video content, metrics such as \u003Cstrong>play rate\u003C/strong> (how many people click to play a video), \u003Cstrong>watch time\u003C/strong> (how long they watch), and \u003Cstrong>completion rate\u003C/strong> (how many people watch to the end) are important. These metrics help assess how well video content is capturing and maintaining audience attention.\u003C/p>\u003Cp>\u003Cstrong>5. Heatmaps\u003C/strong>\u003C/p>\u003Cp>Heatmaps visually represent where users are clicking, scrolling, and hovering on a webpage. They provide insights into which areas of a page are attracting the most attention and which are being ignored. This information is valuable for optimizing page layout and CTAs to improve user engagement.\u003C/p>\u003Cp>\u003Cstrong>6. Customer feedback and reviews\u003C/strong>\u003C/p>\u003Cp>Although not measurable metrics, customer reviews are important for understanding overall engagement. They provide direct insight into user satisfaction and areas where the website or service can be improved.\u003C/p>\u003Ch3>Conversion metrics\u003C/h3>\u003Cp>The conversion metrics indicate how effectively your website and marketing campaigns are turning visitors into leads, customers, and, eventually, revenue. These insights are vital for optimizing marketing strategies and driving business growth.\u003C/p>\u003Cp>\u003Cstrong>1. Conversion rate\u003C/strong>\u003C/p>\u003Cp>Conversion rate is the percentage of website visitors who complete a desired action, such as making a purchase, filling out a form, or signing up for a newsletter. It’s a vital metric for understanding the effectiveness of your website or marketing campaigns in turning visitors into leads or customers.\u003C/p>\u003Cp>\u003Cstrong>2. Lead conversion rate\u003C/strong>\u003C/p>\u003Cp>This metric specifically tracks the percentage of visitors who convert into leads, most often by filling out a contact form or signing up for a trial. It’s particularly important for B2B businesses or service-based industries where lead generation is a key goal. Monitoring this rate helps evaluate the effectiveness of lead generation strategies and the quality of incoming traffic.\u003C/p>\u003Cp>\u003Cstrong>3. Sales conversion rate\u003C/strong>\u003C/p>\u003Cp>Sales conversion rate measures the percentage of leads that turn into paying customers. This metric is essential for assessing the efficiency of the sales funnel and the effectiveness of the sales team. A low sales conversion rate might indicate issues with lead qualification, pricing, or the sales process.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_5_ef31b4c0b1.png\" alt=\"Conversion metrics - agency reporting\">\u003C/p>\u003Cp>\u003Cstrong>4. Cost per conversion (CPC)\u003C/strong>\u003C/p>\u003Cp>CPC measures the total cost of acquiring a single conversion, including ad spend, marketing costs, and other expenses. This metric is important for understanding the profitability of marketing efforts. A lower CPC indicates that your marketing campaigns are cost-effective, while a higher CPC might signal that you need to optimize targeting or reduce costs.\u003C/p>\u003Cp>\u003Cstrong>5. Click-through rate (CTR) to conversion:\u003C/strong>\u003C/p>\u003Cp>This metric tracks the percentage of users who click on a call-to-action (CTA) and then proceed to convert. It bridges the gap between CTR and conversion rate, providing insights into the effectiveness of both the CTA and the post-click experience. A high CTR but a low conversion rate could indicate issues with the client’s landing page or offer.\u003C/p>\u003Cp>\u003Cstrong>6. Abandonment rate\u003C/strong>\u003C/p>\u003Cp>The abandonment rate refers to the percentage of users who start but do not complete a conversion process, such as adding items to a cart but not checking out. This metric is especially relevant for e-commerce sites. A high abandonment rate can highlight issues with the checkout process, such as complicated forms, unexpected costs, or lack of payment options.\u003C/p>\u003Cp>\u003Cstrong>7. Return on investment (ROI)\u003C/strong>\u003C/p>\u003Cp>ROI measures the profitability of your marketing campaigns by comparing the revenue generated from conversions to the cost of the campaigns. It’s one of the most important metrics for assessing the overall effectiveness of marketing efforts. Positive ROI indicates that campaigns are profitable, while negative ROI suggests that spending is not translating into sufficient revenue.\u003C/p>\u003Cp>\u003Cstrong>8. Average order value (AOV)\u003C/strong>\u003C/p>\u003Cp>AOV calculates the average amount spent each time a customer places an order. It’s a key metric for e-commerce businesses, helping to assess the effectiveness of cross-selling, up-selling, and pricing strategies. Increasing AOV can significantly boost revenue without increasing traffic or conversion rates.\u003C/p>\u003Cp>\u003Cstrong>9. Customer lifetime value (CLTV or CLV)\u003C/strong>\u003C/p>\u003Cp>CLTV estimates the total revenue a business can expect from a single customer over the duration of their relationship. It’s an important metric for understanding the long-term value of acquiring new customers and for making informed decisions about marketing spend and customer retention strategies.\u003C/p>\u003Cp>\u003Cstrong>10. Goal completion rate\u003C/strong>\u003C/p>\u003Cp>This metric tracks the percentage of visitors who complete a specific goal, such as signing up for a webinar, downloading a whitepaper, or requesting a demo. It’s particularly useful for tracking the effectiveness of content marketing efforts and lead nurturing strategies. Each goal completion contributes to the overall conversion process.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_4_fd93c9b9db.png\" alt=\"agency_reporting_4.png\">\u003C/p>\u003Cp>Our goal widget is not only useful for tracking client’s objectives. You can also use it to monitor the progress of your own agency KPIs. Here you can read more about what \u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">agency metrics and KPIs\u003C/a> you should keep an eye on.\u003C/p>\u003Ch2>How to customize agency reporting to client needs\u003C/h2>\u003Cp>Customizing marketing agency reports to align with client's individual needs is essential for demonstrating value, improving transparency, and building strong client relationships.\u003C/p>\u003Cp>Each client has unique goals, preferences, and levels of understanding, so tailoring reports to these factors ensures that the information is relevant, comprehensible, and actionable. Here are some agency reporting tips you can try.\u003C/p>\u003Ch3>Understand the client’s objectives\u003C/h3>\u003Cp>Start by understanding the client’s primary objectives. This may range from increasing brand awareness to generating leads, from driving sales to improving customer retention. Tailor the report to focus on metrics and insights that \u003Ci>directly\u003C/i> align with these goals. For example, a client focused on lead generation will find value in metrics like lead conversion rates and cost per lead, while an e-commerce client might be more eager to see sales conversion rates and average order value.\u003C/p>\u003Cp>You should also work together with the client to identify the most important KPIs that you will monitor. This ensures that the report highlights the metrics that matter most to the client’s business success.\u003C/p>\u003Ch3>Tailor the report structure and content\u003C/h3>\u003Cp>Adapt the report’s language to match the client’s industry and internal terminology. Different data sources have different naming conventions, and your client might also name things differently throughout the company.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>We use Whatagraph for all our client’s reports. The ability to title metrics differently is important to us because we often report the same metrics to different clients and just need to call them differently because many clients have internal terminology that is very different from one another.\u003C/i>\u003Cbr>[author]\u003Cstrong>Drew Cove - Senior SEO Manager @ \u003C/strong>\u003Ca href=\"https://www.digitalparc.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>DigitalParc\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This makes the report more relatable and easier for the client to understand. Avoid generic marketing jargon and ensure that explanations are clear and within a context.\u003C/p>\u003Cp>As we’ve seen, even if you only include essential metrics, there are over 25. Focus on the most relevant to the client’s business objectives. For example, if the client is interested in SEO performance, emphasize organic traffic, keyword rankings, and backlink growth rather than social media engagement metrics.\u003C/p>\u003Cp>To make your report feel more personalized and professional, you can incorporate the client’s logo, color scheme, and other branding elements. Although a small effort white labeling your marketing agency reports can improve the client’s experience.\u003C/p>\u003Ch3>Adjust the level of detail based on the audience\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Executive summary for decision-makers\u003C/strong>: For clients at the executive level who may not have the time to dive into detailed analytics, provide a high-level executive summary. This should include key insights, top-performing metrics, and strategic recommendations, without overwhelming them with too much data.\u003C/li>\u003Cli>\u003Cstrong>Detailed analysis for marketing teams\u003C/strong>: For agency’s clients who are more hands-on with their marketing, such as a CMO or marketing team, provide a more detailed breakdown of the data. This might include granular metrics, campaign-specific performance, and in-depth analysis, allowing them to make informed decisions on future strategies.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_2_e3caaa0778.png\" alt=\"Executive summary - agency reporting\">\u003C/p>\u003Cp>Whatagraph allows you to easily offer both levels in one report. Dedicate one page or report tab for an executive summary, and offer more in-depth marketing data in other tabs.\u003C/p>\u003Ch3>Visualize data effectively\u003C/h3>\u003Cp>Using visual representations of data, such as bar charts, line graphs, and pie charts, make it easier for clients to grasp complex information quickly. Customize these visuals to highlight trends, comparisons, and key performance changes over time. Whatagraph allows you to pick any color coding from the palette for chart fields to draw attention to the most important insights and recommendations. Using the intuitive drag-and-drop report builder, you can easily rearrange the visual elements to create logical clusters that tell the visual story of the client’s data.\u003C/p>\u003Ch3>Include actionable insights and recommendations\u003C/h3>\u003Cp>To present data is one thing, but interpreting it shows that you are ready to take extra steps to make your marketing agency reports more useful and personalized. Explain in simple words what the numbers mean in the context of the client’s goals, and suggest actionable steps that the client can take to improve performance. For instance, if a report shows a drop in organic traffic, provide insights on potential causes and recommendations for SEO improvements.\u003C/p>\u003Cp>However, make sure to consider the client’s resources and capabilities when making recommendations. Provide solutions that are realistic and actionable given the client’s budget, team size, and other constraints. Alternatively, offer to make some changes yourself with clearly outlined expected results.\u003C/p>\u003Ch3>Provide a reporting cadence that meets the client’s needs\u003C/h3>\u003Cp>Some clients may require weekly updates, while others might prefer monthly reporting. Agree on frequency and establish a reporting schedule that aligns with the client’s expectations and allows for timely adjustments to strategies. Whatagraph’s automated reporting workflow allows you to set the cadence and put the whole agency reporting process on autopilot. And for clients who need more flexibility, Whatagraph has an option to share a live report that updates automatically via a live link. This way, your client has an on-demand dashboard they can access 24/7 without restrictions, which is especially important during campaign periods.\u003C/p>\u003Ch3>Listen to client feedback and improve\u003C/h3>\u003Cp>Check in with clients occasionally to ensure the report format and content continue to meet their needs. Client’s priorities may shift over time, so being open to feedback and making adjustments is key to maintaining relevance. If clients ask for certain data points or reporting styles, include their suggestions in the report. This customization shows that you value their input and are committed to delivering the most useful insights.\u003C/p>\u003Ch2>Common challenges in marketing agency reporting and how to overcome them\u003C/h2>\u003Cp>Even though reporting is one of the core agency processes, it has several specific challenges. Here are some of the agency reporting challenges you may be facing as well as how to overcome them.\u003C/p>\u003Ch3>Managing data overload\u003C/h3>\u003Cp>Marketing agencies have access to an overwhelming amount of information, from website analytics to social media insights. While this abundance of data can be a valuable resource, it can also lead to \"data overload,\" making it challenging to identify what’s truly important. Here’s how agencies can filter and prioritize key data points to ensure that reports are both insightful and actionable:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Align data with client goals\u003C/strong>: Identify the client’s primary business objectives, such as increasing sales, boosting brand awareness, or improving customer engagement. Focus on metrics that directly support these goals. For instance, if the goal is lead generation, prioritize metrics like conversion rates, cost per lead, and lead quality over vanity metrics like page views.\u003C/li>\u003Cli>\u003Cstrong>Use the 80/20 rule\u003C/strong>: Also known as the Pareto Principle, this rule says that 80% of results come from 20% of efforts. Apply this to data analysis by identifying the 20% of metrics that are most impactful on the client’s success. This will help you filter out less important data and concentrate on what drives the most value.\u003C/li>\u003Cli>\u003Cstrong>Segment your data\u003C/strong>: Break down large datasets into smaller, more manageable segments. For example, segment traffic data by source (organic, paid, social), or segment audience data by demographics. This allows for a more targeted analysis, making it easier to spot trends and actionable insights within specific areas of interest.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_3_bb549babe9.png\" alt=\"Segment your data - agency reporting\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Use dashboards or automated reporting tools\u003C/strong>: Use \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">agency reporting tools\u003C/a> to create custom dashboards that automatically pull and display only the most relevant data points from scattered sources. Whatagraph is a marketing data monitoring and reporting platform that increases marketing teams' efficiency by saving hours on manual tasks. It enables you to consolidate data from all channels, organize it, and turn it into dashboards and reports. These reports can be tailored to each client, ensuring that the data presented is always aligned with their specific needs.\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003Cbr>[author]\u003Cstrong>Andreas Sandgren - CEO @ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Focus on trends and anomalies\u003C/strong>: Rather than getting lost in the sheer volume of data, focus on identifying trends (positive or negative) and anomalies that stand out from the norm. This approach helps pinpoint areas that need attention or optimization without the distraction of less significant data points.\u003C/li>\u003Cli>\u003Cstrong>Regularly reassess data relevance\u003C/strong>: As campaigns evolve, so do the key metrics that need to be tracked. Regularly reassess which data points are most relevant to the client’s current objectives, and adjust reporting accordingly. This ensures that reports remain focused and avoid unnecessary clutter.\u003C/li>\u003C/ul>\u003Ch3>Balancing transparency with client expectations\u003C/h3>\u003Cp>Transparency is a cornerstone of effective client-agency relationships, but reporting on less favorable metrics — such as a drop in traffic, lower conversion rates, or underperforming campaigns — can be challenging. Here’s how agencies can maintain transparency without damaging client trust:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Put data into context\u003C/strong>: When presenting unfavorable metrics, always provide context. Explain the possible reasons behind the drop, such as seasonality, market conditions, or recent changes in algorithms. Context helps clients understand that dips in performance are often part of a larger, more complex picture and not necessarily a sign of failure.\u003C/li>\u003Cli>\u003Cstrong>Highlight the bigger picture\u003C/strong>: Place less favorable metrics within the context of overall performance. For example, while a particular campaign may not have performed as expected, it might still have contributed positively to long-term goals like brand awareness or lead nurturing. Emphasizing the broader impact helps clients see the value in their investment, even when specific metrics are down.\u003C/li>\u003Cli>\u003Cstrong>Proactively offer solutions\u003C/strong>: Instead of simply reporting bad news, accompany it with actionable recommendations for improvement. For example, if organic traffic has decreased, suggest adjustments to the SEO strategy, such as targeting new keywords, updating content, or improving technical SEO elements. This proactive approach demonstrates your commitment to continuous improvement and reassures the client that you are actively working to address any issues.\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>Being proactive in suggesting optimizations and new strategies shows that the agency is committed to continuous improvement and delivering long-term value. We call that \"advisory value\" and we believe it is what separates us from other commoditized agencies.\u003C/i>\u003Cbr>[author]\u003Cstrong>Dylan Hey - CEO @ \u003C/strong>\u003Ca href=\"https://www.heydigital.co/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Hey Digital\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003Cbr> \u003C/p>\u003Cp>And Mr. Hey’s agency reporting tip is not a drop in the ocean. While preparing for a recent \u003Ca href=\"https://whatagraph.com/webinars/marketing-agencies-client-retention-top-tips-and-mistakes-to-avoid\">webinar on client retention\u003C/a>, we interviewed over 20 agency leaders and professionals and noticed that the role of an agency needs to definitely shift from a pay-as-you-go service provider to the one of a proactive advisor and strategic partner.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Use visuals to help them understand\u003C/strong>: When dealing with complex or negative data, use visuals like trend lines, comparison charts, or heatmaps to make the information more digestible. Visuals can help soften the impact of bad news by showing it within the context of broader trends or by highlighting areas of stability or growth.\u003C/li>\u003Cli>\u003Cstrong>Maintain a consistent reporting schedule\u003C/strong>: Regular reporting — whether weekly, monthly, or quarterly — helps build a narrative over time. By consistently sharing performance data, even when it’s not all positive, you build a foundation of trust. Clients are more likely to trust your analysis and recommendations when they see that you’re not just cherry-picking the best results.\u003C/li>\u003Cli>\u003Cstrong>Always be honest but look for a solution\u003C/strong>: Honesty is important, but how you present that honesty matters. Avoid downplaying issues or being overly pessimistic. Instead, acknowledge the problem clearly and immediately follow up with a constructive plan of action. This shows clients that while challenges exist, you are equipped and prepared to overcome them.\u003C/li>\u003C/ul>\u003Ch3>Keeping up with industry changes\u003C/h3>\u003Cp>The digital marketing landscape is constantly evolving, with changes in algorithms, new tools, and emerging best practices that can impact how agencies report on SEO, PPC, and social media. Staying current with these changes is essential for providing accurate and relevant reports. Here’s how agencies can keep up with industry trends:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Follow industry leaders and publications\u003C/strong>: Regularly read blogs, listen to podcasts, and attend webinars from industry leaders like Ahrefs, Semrush, HubSpot, and Google. These sources often provide the latest updates on SEO, PPC, and social media trends, including changes in algorithms, \u003Ca href=\"https://whatagraph.com/blog/articles/client-reporting-tools\">best reporting solutions\u003C/a>, and best practices. Subscribe to newsletters from these sources to stay up to date with the latest developments.\u003C/li>\u003Cli>\u003Cstrong>Encourage continuous learning\u003C/strong>: Motivate your team to apply for certifications and training programs in areas like Google Analytics, Google Ads, and social media management tools. Platforms like Coursera, LinkedIn Learning, and Google’s Skillshop offer courses that can help your team stay up-to-date with the latest industry standards and reporting techniques.\u003C/li>\u003Cli>\u003Cstrong>Engage in industry communities\u003C/strong>: Join online communities and forums, such as Reddit’s r/SEO or specialized LinkedIn groups, where professionals share insights, challenges, and solutions related to digital marketing. Actively participating in these communities helps you stay informed about the latest trends and best practices, often before they become widely adopted.\u003C/li>\u003Cli>\u003Cstrong>Attend marketing conferences and webinars\u003C/strong>: Participate in industry events like SMX, MozCon, or Social Media Week, where experts discuss the latest trends and future directions in digital marketing. These events provide valuable insights into emerging trends and allow you to brush shoulders with other professionals, gaining knowledge that can directly inform your reporting practices.\u003C/li>\u003Cli>\u003Cstrong>Monitor algorithm changes and updates\u003C/strong>: Keep a close eye on major algorithm updates from Google, Facebook, and other platforms that can impact SEO rankings, PPC performance, and social media reach. Websites like Search Engine Journal and the official Google Search Central Blog often provide detailed analyses of these changes and how they might affect reporting metrics.\u003C/li>\u003Cli>\u003Cstrong>Use advanced reporting software\u003C/strong>: Invest in tools that evolve with the industry, like Whatagraph, which regularly updates its features and the choice of integrations to reflect current trends. Apart from allowing agencies to automate much of their reporting, Whatagraph makes organizing connected data easy without any coding skills. It also comes with multiple time-saving features such as bulk report editing and the ability to save any widget or report you create as a template for future use.\u003C/li>\u003C/ul>\u003Cp>On the other hand, agencies that use less flexible marketing dashboard tools such as Looker Studio (Google Data Studio) often run into limitations when they try to scale their reporting. If you still use Google’s reporting tool and feel that it’s getting harder and harder to make it work the way you want, don’t panic — maybe \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">you have simply outgrown Looker Studio\u003C/a> and are ready for a more capable all-in-one reporting platform.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Regularly review and update reporting practices\u003C/strong>: Schedule regular reviews of your reporting practices to ensure they align with current trends and technologies. For instance, as Google continues to prioritize Core Web Vitals, it may be necessary to integrate these metrics into your SEO reports. Similarly, with the rise of video content on social media, you may need to start tracking video engagement metrics more closely.\u003C/li>\u003C/ul>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Effective agency reporting is more than just presenting the state of numbers after a period. It’s about telling a compelling story that demonstrates the value of your work, builds client trust, and positions your agency as a strategic partner rather than just a service provider.\u003C/p>\u003Cp>By understanding the client’s business objectives, you can focus on reporting only the metrics that are really essential for the given period or campaign.\u003C/p>\u003Cp>Tailoring the reports to your client preferences, such as layering the level of detail for different audiences and adding personalized insights that explain data in context, shows that you’re ready to take extra steps to provide value through your reporting.\u003C/p>\u003Cp>Finally, whether you want to reduce data overload, offer engaging visual insights, or scale your reporting to more clients without compromising the quality of your reports, you need an agency reporting solution that can evolve with your needs.\u003C/p>\u003Cp>Our \u003Ca href=\"https://whatagraph.com/agency-dashboard\">Agency Dashboard\u003C/a> seems to be the perfect fit. Try it for free for 7 days and see how much time you can save for more creative tasks.\u003C/p>","2020-03-10T11:05:27.000Z","2025-04-05T13:28:13.170Z","2024-09-04",{"id":1056,"title":1057,"slug":1058,"summary":1059,"body":1060,"read_time":42,"createdAt":1061,"updatedAt":1062,"publishedAt":1061,"errors":510,"table_of_contents":32,"dateReorder":1063},2224,"35 Digital Marketing KPIs and Metrics to Track in 2025","kpis-digital-marketing","\u003Cp>You cannot improve what you don’t measure. The best way to see how your marketing campaigns are performing is to check on your main KPIs and metrics. But where should your marketing efforts and resources be directed?\u003C/p>","\u003Cp>You’re running marketing campaigns on several channels. \u003C/p>\u003Cp>The numbers are looking good, but you need to keep an eye on key metrics and send regular reports.\u003C/p>\u003Cp>But you’re lost in a sea of data. \u003C/p>\u003Cp>\u003Cstrong>Which metrics should you track and report on so clients (or the C-Suite) understand the value of your marketing campaigns? \u003C/strong>\u003C/p>\u003Cp>We asked three digital marketers:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/brandonrollins/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Brandon Rollins\u003C/strong>\u003C/a>, Founder & CEO of \u003Ca href=\"https://pangeamarketing.us/\" target=\"_blank\" rel=\"noopener noreferrer\">Pangea Marketing Agency\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/joey-randazzo-b81ab5b3/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Joey Randazzo\u003C/strong>\u003C/a>, CEO of \u003Ca href=\"https://www.portlandseogrowth.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Portland SEO Growth Partners\u003C/a>, and \u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/castroerika/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Erika Castro\u003C/strong>\u003C/a>, Growth Marketing Manager at \u003Ca href=\"https://www.erikacastro-morrison.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Erika Castro-Morrison\u003C/a>\u003C/li>\u003C/ul>\u003Cp>…this question and compiled their insights in this article.\u003C/p>\u003Cp>We’ll cover the key metrics for the five main digital marketing channels:\u003C/p>\u003Cul>\u003Cli>SEO\u003C/li>\u003Cli>Paid media\u003C/li>\u003Cli>Social media\u003C/li>\u003Cli>Email marketing\u003C/li>\u003Cli>Content marketing\u003C/li>\u003C/ul>\u003Ch2>What Are the Key Types of Digital Marketing KPIs and Metrics?\u003C/h2>\u003Cp>To present the most important marketing metrics, we’re going to split them into five main digital marketing channels.\u003C/p>\u003Cp>\u003Cstrong>SEO\u003C/strong>: This channel can help you become more visible in Google searches, drive traffic, and improve conversions. The most important metrics here are:\u003C/p>\u003Cul>\u003Cli>Organic Traffic\u003C/li>\u003Cli>Keyword Rankings\u003C/li>\u003Cli>Backlinks\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Paid media\u003C/strong>: Here you want to measure the effectiveness of your paid digital advertising campaigns, such as PPC and display ads:\u003C/p>\u003Cul>\u003Cli>Cost Per Click\u003C/li>\u003Cli>Click-Through Rate (CTR)\u003C/li>\u003Cli>Conversion Rate\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Social media\u003C/strong>: These metrics help you measure engagement, audience growth, and the overall impact of your social media efforts:  \u003C/p>\u003Cul>\u003Cli>Engagement Rate\u003C/li>\u003Cli>Followers Growth\u003C/li>\u003Cli>Social Share of Voice (SSoV)\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Email marketing\u003C/strong>: These KPIs show you how well your emails increase your engagement and conversions: \u003C/p>\u003Cul>\u003Cli>Open Rate\u003C/li>\u003Cli>Click-Through Rate (CTR)\u003C/li>\u003Cli>Unsubscribe Rate\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Content marketing\u003C/strong>: Content metrics give you a better view of how well your content matches the interest of your readers and helps drive desired actions:  \u003C/p>\u003Cul>\u003Cli>Time on Page\u003C/li>\u003Cli>Bounce Rate\u003C/li>\u003Cli>Lead Generation\u003C/li>\u003C/ul>\u003Cp>All these metrics live on different marketing platforms and tools, so tracking them together is often challenging. \u003C/p>\u003Cp>This is especially true if you export data from each platform to stitch it together in sheets. \u003C/p>\u003Cp>Whatagraph makes the whole job a lot easier. \u003C/p>\u003Cp>Instead of spending a whole day collecting metrics from all tools and fitting them into your report, with Whatagraph, you can connect all your sources in a few clicks and use \u003Ca href=\"https://whatagraph.com/kpi-reporting-tool\">this KPI Report Template\u003C/a> to create a stunning visual report.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/KPI_Reporting_Tool_78eaa0519d.png\" alt=\"KPI report template\">\u003C/p>\u003Ch2>7 Most Important SEO KPIs and Metrics \u003C/h2>\u003Cp>SEO metrics show how well a website ranks in search engines and attracts organic traffic. \u003C/p>\u003Cp>Here are the seven SEO metrics top agencies are tracking and reporting on:\u003C/p>\u003Ch4>Organic Traffic\u003C/h4>\u003Cp>Organic traffic measures the website traffic that you get from organic search. It shows the number of visitors who land on your website from unpaid search results on Google. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Organic traffic directly shows how successful your SEO strategy is. The more organic traffic, the higher your website ranks for relevant keywords. \u003C/p>\u003Cp>You can track this metric in Google Analytics under \"Acquisition\" > \"Channels\" > \"Organic Search\".\u003C/p>\u003Ch4>Keyword Rankings\u003C/h4>\u003Cp>Keyword ranking shows the ranking position of the keywords you target. It measures how well is your website optimized for specific search terms on Google. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: High keyword rankings help you increase visibility and traffic.\u003C/p>\u003Cp>To track keyword rankings, you can use tools like Ahrefs, Semrush, or Google Search Console to find rank positions for specific keywords.\u003C/p>\u003Cp>Joey Randazzo of \u003Cstrong>SEO Growth Partners\u003C/strong> underlines the importance of local searches: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>“We track keyword rankings for our clients revenue-driving keywords daily and by location. For example, if we're working with a hair salon in Portland, OR, we're tracking how they're ranking for keywords like \"best hair salon Portland\" or \"balayage in Portland.\".”\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch4>Backlinks\u003C/h4>\u003Cp>This metric shows the number of external links that point to your website. It measures your link-building success and domain authority. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Backlinks are a key ranking factor for Google, as they signal that your site is relevant and has authority. The higher your domain authority, the easier it will be to build backlinks. \u003C/p>\u003Cp>You can easily find this metric with tools like Ahrefs and Moz. \u003C/p>\u003Ch4>Domain Authority (DA)\u003C/h4>\u003Cp>Domain authority is a ranking score that predicts how well your website will rank on search engine results pages (SERPs). It measures the overall strength of your website. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A higher DA usually leads to better rankings and trust score.\u003C/p>\u003Ch4>Click-Through Rate (CTR)\u003C/h4>\u003Cp>CTR is the percentage of users who click on your website’s link after seeing it in search results. It shows how good your meta titles and descriptions are in attracting clicks. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A higher CTR shows that your website is interesting to searchers, even if it's not ranked #1.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CTR_75b4a8e99a.png\" alt=\"CTR from organic\">\u003C/p>\u003Ch4>Bounce Rate\u003C/h4>\u003Cp>This metric shows the percentage of visitors who leave your website after viewing only one page. It is related to user engagement and the relevance of your website content for the people who click on it. \u003C/p>\u003Cp>\u003Cstrong>Why  it’s important\u003C/strong>: A high bounce rate may be a sign of poor user experience or irrelevant content.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Bounce_rate_SEO_148353a74f.png\" alt=\"Bounce rate from organic\">\u003C/p>\u003Ch4>Conversion Rate from Organic Traffic\u003C/h4>\u003Cp>The conversion rate in SEO measures how well your website converts organic traffic. It shows the percentage of organic visitors who complete a desired action such as a purchase or sign-up. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A high conversion rate means your SEO efforts are driving qualified traffic.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Conversion_Rate_Org_4bf2d820d3.png\" alt=\"Conversion Rate from organic\">\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>“We track conversions through GA4, web form data (adding a field that asks users 'how did you hear about us?') as well as regular meetings with our clients, we're able to understand if the SEO campaign is driving more qualified conversions over time.”\u003C/i>\u003Cbr>[author]\u003Cstrong>Joey Randazzo, CEO @ Portland SEO Growth Partners\u003C/strong>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>— — —\u003C/p>\u003Cp>Need to create SEO reports for clients?\u003C/p>\u003Cp>To save you time, our Product team created this \u003Ca href=\"https://whatagraph.com/templates/seo-report\">SEO reporting template\u003C/a> so you don’t have to start from scratch. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/seo_report_b3b08880e8.png\" alt=\"SEO report template\">\u003C/p>\u003Cp>Looking for specific channel reports? Here are a few more options:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/ahrefs-report\">Ahrefs Dashboard Template\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/semrush-analytics-reporting-tool\">Semrush Report Template\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/google-search-console-dashboard\">GSC Dashboard Template\u003C/a>\u003C/li>\u003C/ul>\u003Cp>Connecting SEO metrics from different tools will give you a big picture of your organic performance. However, updating this information from report to report can be painstaking.  \u003C/p>\u003Cp>That’s where our \u003Ca href=\"https://whatagraph.com/white-label-seo-dashboard\">White Label SEO Dashboard\u003C/a> comes in. \u003C/p>\u003Col>\u003Cli>Connect your SEO tools and platforms,\u003C/li>\u003Cli>Choose the template from our library,\u003C/li>\u003Cli>The tool populates the interactive graphs, charts, and tables with your latest SEO data, \u003C/li>\u003Cli>Replace Whatagraph’s branding with your own.\u003C/li>\u003C/ol>\u003Ch2>10 Most Important Paid Media KPIs and Metrics \u003C/h2>\u003Cp>Paid media metrics measure the success and results of your paid campaigns, such as Google Ads, social media ads, and display advertising.\u003C/p>\u003Cp>These are the 10 paid advertising metrics that top agencies monitor week-on-week.    \u003C/p>\u003Ch4>Ad Impressions\u003C/h4>\u003Cp>This metric shows the total number of times your ad is displayed, with or without clicks. It measures the reach and visibility of your ad to the audience. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: High impressions improve brand visibility, so there’s more chance someone will click on your ad. \u003C/p>\u003Ch4>Cost Per Click (CPC)\u003C/h4>\u003Cp>This is a basic PPC metric that shows how much you pay for each click on your ad. It measures the cost efficiency of your paid campaigns. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: It helps you allocate your ad budget. If the CPC is low, you can increase your ad spend.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CPC_afb8430ede.png\" alt=\"CPC from ads\">\u003C/p>\u003Ch4>Click-Through Rate (CTR)\u003C/h4>\u003Cp>CTR is the percentage of people who clicked on your ad after seeing it. \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>“This tells you how often people click on your ads. It’s a good indicator of whether your ad designs and messages are catching people’s attention,” \u003C/i>\u003Cbr>[author]\u003Cstrong>Erika Castro - Founder and CEO @ \u003C/strong>\u003Ci>\u003Cstrong>Erika Castro-Morrison\u003C/strong>\u003C/i>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A high CTR shows that your ad is interesting to the audience, while a low CTR means you should give the copy and design a second look.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CTR_Ads_081ab32b0f.png\" alt=\"CTR from ads\">\u003C/p>\u003Ch4>Cost per Acquisition (CPA)\u003C/h4>\u003Cp>Also known as Cost per Conversion, this metric shows the total cost of a customer who completes a specific action. It measures how much it costs to get one customer down your sales funnel. \u003C/p>\u003Cp>In their agency, Castro tracks both Blended and New CPA: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>“Blended CPA shows the average cost to get a customer, giving you a big-picture view of your spending. New CPA tells you how much it costs to bring in new customers, which is key for growth.”\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Brandon Rollins from \u003Cstrong>Pangea Marketing\u003C/strong> adds: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>“For PPC, the main guiding light is cost per conversion. We'll watch click-through rate (CTR) and cost per impression (CPM), but only care about them if we see an opportunity to improve cost per conversion by improving one of those metrics.”\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CPA_2b8380a02c.png\" alt=\"CPA from ads\">\u003C/p>\u003Ch4>Customer Acquisition Cost (CAC)\u003C/h4>\u003Cp>CAC and CPA are very similar and useful metrics, but there is one key difference — CAC measures the cost to get a \u003Ci>paying customer\u003C/i>, while CPA measures the cost to get a \u003Ci>lead\u003C/i>.\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: By analyzing CAC in more depth, you can calculate the overall value of a customer to your business. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CAC_9d25d3e434.png\" alt=\"CAC from ads\">\u003C/p>\u003Ch4>Customer LTV (Lifetime Value)\u003C/h4>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>“This is the total amount of money you can expect from a customer over time. Knowing this helps you plan long-term and see the value of each customer,”\u003C/i> \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>– advises \u003C/i>Erika Castro\u003Ci>.\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Measuring LTV can help you be more strategic around pricing, advertising, and user retention.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/LTV_c985f14f37.png\" alt=\"LTV from ads\">\u003C/p>\u003Ch4>LTV/CAC Ratio\u003C/h4>\u003Cp>Castro adds: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>“This is one of the most important metrics out there for me. This compares how much a customer is worth to how much it costs to acquire them.” \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: LTV/CAC ratio is most important for early-stage SaaS companies, as the KPI gives insights into the cost efficiency of their sales and marketing spending, which shows the sustainability of their business models.\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>“A higher ratio means your marketing efforts are sustainable and profitable. On average, brands usually set this at 3 or more. Anything lower, then you either have to improve your retention or drive your CPA lower”\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>– concludes Castro.\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/LTV_by_CAC_9f1d8002ba.png\" alt=\"LTV by CAC ratio\">\u003C/p>\u003Cp> \u003C/p>\u003Ch4>Conversion Rate\u003C/h4>\u003Cp>The conversion rate for PPC is the percentage of users who make a purchase or sign up after clicking on your ad. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Conversion rate directly relates to your paid ads ROI and shows how successful your campaign is.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Covnersion_Rate_Ads_0ba93722e5.png\" alt=\"Conversion Rate from ads\">\u003C/p>\u003Ch4>Return on Ad Spend (ROAS)\u003C/h4>\u003Cp>This metric shows the revenue from every dollar spent on advertising. It measures how profitable your ad campaign is. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Although the conversion rate shows overall success, ROAS is a key metric for understanding the effectiveness of your advertising.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ROAS_ba944f861d.png\" alt=\"ROAS\">\u003C/p>\u003Ch4>Quality Score\u003C/h4>\u003Cp>This is a Google Ads metric that measures the relevance of your ads, keywords, and landing pages. It is a number on a 1-10 scale that Google calculates based on ad relevance, CTR, and landing page experience. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A higher Quality Score often leads to lower CPCs and better ad placements.\u003C/p>\u003Cp>But the list doesn't stop here for Castro: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>Frequency is one of those metrics that I look into whenever I need to determine if an ad is suffering from ad fatigue which what happens when your audience gets tired of seeing the same ad repeatedly, leading to lower engagement and effectiveness.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Need to create paid media reports at a scale?\u003C/p>\u003Cp>Our Product team created thisr \u003Ca href=\"https://whatagraph.com/ppc-reporting-tool\">PPC Report Template\u003C/a>, so you can save time for more creative tasks.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ppc_report_cfcb17241e.png\" alt=\"PPC report template\">\u003C/p>\u003Cp>Need more options? Here are some templates for specific channels:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/google-ads-report\">Google Ads Report Template\u003C/a> \u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/facebook-ads-report\">Facebook Ads Report Template\u003C/a>\u003C/li>\u003C/ul>\u003Ch2>6 Most Important Social Media KPIs and Metrics \u003C/h2>\u003Cp>Social media KPIs track the performance of content and engagement across platforms like Facebook, Instagram, and LinkedIn.\u003C/p>\u003Cp>Here are the top social media metrics and KPIs to track, as recommended by agencies.\u003C/p>\u003Ch4>Reach\u003C/h4>\u003Cp>This social media metric shows the total number of unique users who see your post. It measures how well your content is being shared. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A larger reach is a sign of a higher brand awareness. Low reach, on the other hand, signals that there might be a problem with the content type or optimization. \u003C/p>\u003Ch4>Engagement Rate\u003C/h4>\u003Cp>Engagement rate is the percentage of people who like, comment, and share your social media posts. Similarly to CTR in paid ads, this metric shows how interesting your content is for your audience. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Higher engagement rates show that your followers find your content valuable.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Engagement_Rate_Social_b0240d1650.png\" alt=\"Engagement rate from social\">\u003C/p>\u003Ch4>Follower Growth Rate\u003C/h4>\u003Cp>This metric shows the rate at which your audience on social media grows. It is a measure of your brand visibility and content reach. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A steady growth rate suggests your content strategy is effective and your brand relevant for the target audience. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Follower_GR_1d1d561bc1.png\" alt=\"Follower growth rate\">\u003C/p>\u003Ch4>Social Share of Voice (SSoV)\u003C/h4>\u003Cp>SSoV is the percentage of online mentions your brand gets compared to competitors. It measures the visibility and presence of your brand on social media. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: This metric shows your brand positioning in the market. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/S_So_V_ec0a364e8a.png\" alt=\"Social share of voice\">\u003C/p>\u003Ch4>Social Referral Traffic\u003C/h4>\u003Cp>This metric measures the amount of traffic your website gets from social media platforms. It shows how effective your social media channels are in driving website visits. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: It shows how effectively your social media generates leads.\u003C/p>\u003Cp>You can track Social Referral Traffic using Google Analytics under \"Acquisition\" > \"Social\".\u003C/p>\u003Ch4>Video Views\u003C/h4>\u003Cp>The number of times the audience watches your video measures the popularity and engagement of your video content. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: High view counts indicate that your video is relevant to your audience. Average Video Views can tell you if your video strategy needs to change. \u003C/p>\u003Cp>Video-based social media platforms like Snapchat and TikTok offer even more accurate metrics such as Video Views 25, 50, and 75% that show you how engaging a specific video is for the audience. \u003C/p>\u003Cp>— — —\u003C/p>\u003Cp>An agency that serves tens of clients can spend days creating reports with all the important social media metrics.\u003C/p>\u003Cp>A professionally made \u003Ca href=\"https://whatagraph.com/templates/social-media-report\">social media report template\u003C/a> can help you reclaim much of that time with:\u003C/p>\u003Cul>\u003Cli>Performance breakdown by channel\u003C/li>\u003Cli>Follower demographic charts\u003C/li>\u003Cli>Auto-loading media widget that shows the top-performing post\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/social_media_891486aae7.png\" alt=\"Social media report template\">\u003C/p>\u003Cp>Need specific channel reports? Here are a few more options:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/facebook-analytics-report\">Facebook Report Template\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/instagram-analytics-report\">Instagram Report Template\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/youtube-dashboard\">YouTube Dashboard Template\u003C/a> \u003C/li>\u003C/ul>\u003Ch2>7 Most Important Email Marketing KPIs and Metrics \u003C/h2>\u003Cp>Email marketing metrics help measure the effectiveness of email campaigns in driving conversions, engagement, and sales. \u003C/p>\u003Cp>Marketing agencies recommend tracking these digital marketing metrics and KPIs for email campaigns.  \u003C/p>\u003Ch4>Open Rate\u003C/h4>\u003Cp>The open rate is the percentage of recipients who open your mail. It shows how effective your subject lines are in sparking audience interest. It also shows how well people recognize you as a relevant sender.\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A high open rate indicates that your email captured attention.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Open_rate_dd52d22a1e.png\" alt=\"Open rate\">\u003C/p>\u003Ch4>Click-Through Rate (CTR)\u003C/h4>\u003Cp>Email CTR shows the percentage of recipients who clicked on links in your email. It measures the relevance of email content and call-to-action. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: This metric shows how well your email engages readers to take a desired action.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2024_10_21_at_10_18_59_3a2196b3af.png\" alt=\"CTR from email\">\u003C/p>\u003Ch4>Conversion Rate\u003C/h4>\u003Cp>Conversion Rate in email marketing is the percentage of recipients who completed a desired action, such as signup, or purchase after clicking a link in the email body. It shows how successful your email campaign is in driving conversions.\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: This metric is directly linked to revenue generation from email.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Conversion_Rate_Emails_a982867b4f.png\" alt=\"Conversion Rate from email\">\u003C/p>\u003Ch4>Bounce Rate\u003C/h4>\u003Cp>This metric shows the percentage of emails that couldn’t be delivered. It measures the quality of your email list. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A high bounce rate can harm email deliverability and your reputation as a sender. It is a sign that you need to clean and validate your email list. \u003C/p>\u003Cp>One of the best practices is to only include people who ticked the “I want to receive emails” checkbox on signup. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Bounce_Rate_Emails_075b8e6271.png\" alt=\"Bounce rate from emails\">\u003C/p>\u003Ch4>Unsubscribe Rate\u003C/h4>\u003Cp>The percentage of people who decide to unsubscribe from future emails is called the unsubscribe rate. Just like the engagement rate, this metric measures how relevant your emails are for the audience.  \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A low unsubscribe rate signals that you are delivering interesting and relevant content to your subscribers. By analyzing it more closely, you can improve audience segmentation. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Unsubscribe_Rate_390b54d885.png\" alt=\"Unsubscribe rate\">\u003C/p>\u003Ch4>List Growth Rate\u003C/h4>\u003Cp>\u003Cbr>This metric shows the rate at which your email list grows over time. It measures your success in attracting new subscribers.\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A growing subscriber list is a sign that your brand expands.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/List_Growth_Rate_d29253355f.png\" alt=\"List growth rate\">\u003C/p>\u003Ch4>Email ROI\u003C/h4>\u003Cp>ROI in email marketing is the revenue generated from email campaigns in relation to their cost.  It measures the profitability of your email marketing efforts. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A higher ROI shows that you are spending your email budget efficiently.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Email_ROI_de4edb446b.png\" alt=\"Email ROI\">\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>For email marketing, we'll watch for open and click rates primarily, but we also keep an eye on spam reports and unsubscribes just in case we need to change course.\u003C/i>\u003Cbr>[author]\u003Cstrong>Brandon Rollins - Founder & CEO @ Pangea Marketing\u003C/strong>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>By the way, we have a killer \u003Ca href=\"https://whatagraph.com/templates/email-marketing-dashboard\">email dashboard template\u003C/a> that can save you a ton of time tracking and reporting email metrics. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Email_report_6900b51852.png\" alt=\"Email report template\">\u003C/p>\u003Ch2>5 Most Important Content Marketing KPIs and Metrics \u003C/h2>\u003Cp>Content marketing metrics measure how effectively blogs, articles, videos, and other content types attract and engage the audience.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>“For content marketing and SEO, we'll monitor organic search traffic on the website in Google Analytics and popular keywords/queries in Google Search Console. This helps us know how much traffic we're getting from search engines, Google, in particular, as well as what people are looking for.” \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>– advises Rollins. \u003C/i>\u003C/p>\u003Cp>Here are some more content marketing metrics and KPIs to keep in your view. \u003C/p>\u003Ch4>Page Views\u003C/h4>\u003Cp>Page Views is the total number of times a page is viewed. It measures the popularity and reach of your content.  \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: High pageviews is a sign that your content attracts a lot of traffic. Low Page Views, on the other hand, may point to a problem such as slow loading speed, errors in redirects, Google penalties, or low-quality backlinks. \u003C/p>\u003Ch4>Time on Page\u003C/h4>\u003Cp>This metric measures the average time visitors spend on a particular page. Time on Page shows how engaging and readable your content is. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Longer time on the page means visitors find the content useful or interesting. If your Time on Page is low, you may have to add more content, improve the design, or fix technical issues. \u003C/p>\u003Cp>Rollins ads: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>“\u003Ci>We also like to pay attention to time on site to make sure people are meaningfully engaging with the pages they access. We also aim for good scores on SEMRush, GTMetrix, and PageSpeed Insights to prevent technical SEO issues too.”\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch4>Bounce Rate\u003C/h4>\u003Cp>Content bounce rate is the percentage of visitors who leave a page without taking any action. It measures how relevant and engaging your content is for people who see it. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: A high bounce rate may signal poor user experience, outdated content, clickbait titles, or a few more reasons. Here’s \u003Ca href=\"https://medium.com/@marklevisebook/7-reasons-your-website-can-have-a-high-bounce-rate-a49aa0ef2e65\" target=\"_blank\" rel=\"noopener noreferrer\">a complete list of possible problems\u003C/a>.  \u003C/p>\u003Cp> \u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Bounce_Rate_Content_eecf0d8b35.png\" alt=\"Bounce rate from content\">\u003C/p>\u003Ch4>Scroll Depth\u003C/h4>\u003Cp>This metric is the percentage of a page that visitors scroll through. Similarly to Time on Page, it measures your content engagement and quality. \u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: Scroll Depth helps you understand how much content is being consumed.\u003C/p>\u003Cp>If your scroll depth is under 75%, you should organize it to be more readable. Create digestible sections with bullet points, add visuals and multimedia, etc. \u003C/p>\u003Ch4>Conversion Rate\u003C/h4>\u003Cp>In content, the Conversion Rate is the percentage of users who complete a desired action on your content pages. It measures how effectively your content drives conversions.\u003C/p>\u003Cp>\u003Cstrong>Why it’s important\u003C/strong>: It’s one of the most accurate metrics of user experience and content quality. It shows how tailored the content is for the visitors. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Conversion_Rate_Content_4f43528740.png\" alt=\"Conversion rate from content\">\u003C/p>\u003Cp>— — —\u003C/p>\u003Cp>Need help creating professional, organized reports for GA4? \u003C/p>\u003Cp>Grab our \u003Ca href=\"https://whatagraph.com/templates/google-analytics-4-report\">Google Analytics 4 Report Template\u003C/a> and present the most important content marketing metrics in a way your clients can easily understand. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Google_Analytics_4_Report_357016e51f.png\" alt=\"GA4 report template\">\u003C/p>\u003Cp>Offer in-report recommendations on how to optimize content for more conversions. Customize the report with your logo and brand colors.  \u003C/p>\u003Ch2>How to Track and Report on Digital Marketing Metrics and KPIs?\u003C/h2>\u003Cp>Erika Castro explains: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>“I break down performance by channel, starting with the highest spend (e.g., Meta, Google, Pinterest, etc.). For each channel, I explain the overall performance, highlight key insights, and discuss how different funnels are working together to drive results.”\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This is a good approach, as clients can easily see the best-performing channel, while marketers can use the results to recommend what to improve on others. \u003C/p>\u003Cp>So, how can you track and report channel performance metrics?\u003C/p>\u003Cp>\u003Cstrong>There is a hard way, a slow way, and the right way.\u003C/strong>\u003C/p>\u003Cp>Let’s quickly run through the pros and cons of each.\u003C/p>\u003Ch3>Spreadsheets\u003C/h3>\u003Cp>Most spreadsheet tools like Microsoft Excel or Google Sheets are free or cost little, especially when you compare them to dedicated data platforms. \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>“For most clients, we keep a running a spreadsheet, updated weekly with all the metrics we care about. That Google Sheet is broken into sections, relevant to SEO, PPC, email marketing, as well as basic financial measures (revenue, profit margin, etc.) if we have them.”\u003C/i>\u003Cbr>[author]\u003Cstrong>Brandon Rollins - Founder & CEO @ Pangea Marketing\u003C/strong>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Spreadsheets seem to have many advantages right off the bat:\u003C/p>\u003Cp>✅ \u003Cstrong>Flexible\u003C/strong>\u003C/p>\u003Cp>✅ \u003Cstrong>No training needed\u003C/strong>\u003C/p>\u003Cp>✅ \u003Cstrong>Easy sharing and collab \u003C/strong>\u003C/p>\u003Cp>But, when you need to track and report on a large number of marketing sources, clients, and accounts, spreadsheets quickly show their limits. \u003C/p>\u003Cp>\u003Cstrong>❌ Time-consuming\u003C/strong>: Entering data manually, formatting, and updating formulas takes a lot of time, especially when you need to manage a lot of data and create many reports. \u003C/p>\u003Cp>\u003Cstrong>❌ Prone to errors\u003C/strong>: It’s painfully easy to make a mistake in data, formula, or calculation. \u003C/p>\u003Cp>\u003Cstrong>❌ Hard to scale\u003C/strong>:\u003Cstrong> \u003C/strong>As you add more data, the spreadsheet becomes more difficult to manage. The document slows down or even starts crashing. \u003C/p>\u003Cp>\u003Cstrong>❌ Limited automation\u003C/strong>:\u003Cstrong> \u003C/strong>Unless you use advanced automation scripts (e.g., Google Apps Script or VBA), you need to update spreadsheets manually. \u003C/p>\u003Cp>\u003Cstrong>❌ No real-time data\u003C/strong>: Spreadsheets don’t automatically pull data from marketing platforms like Google Analytics, Facebook Ads, or email service providers.\u003C/p>\u003Cp>\u003Cstrong>❌ Hard to analyze multi-channel data: \u003C/strong>There’s no native integration with marketing tools or platforms. Organizing data to analyze blended metrics or multi-channel attribution is very much manual, with a huge marking for error. \u003C/p>\u003Cp>Rollins explains their process: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>“We give client a link to the Google Sheet so they use it directly. But most prefer to have additional context, so we then either go over it with them on a call or we send summaries of the data they care about most by email”.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Looker Studio \u003C/h3>\u003Cp>Looker Studio is a free tool for visualizing and reporting marketing metrics. It’s especially useful for businesses that rely mostly on Google products. \u003C/p>\u003Cp>✅ \u003Cstrong>Free tool\u003C/strong>\u003C/p>\u003Cp>✅ \u003Cstrong>Integrates seamlessly with Google products\u003C/strong>\u003C/p>\u003Cp>✅ \u003Cstrong>Large number of connectors \u003C/strong>\u003C/p>\u003Cp>On the other hand, \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">Looker Studio has several serious drawbacks\u003C/a> that make it less ideal for large marketing teams:\u003C/p>\u003Cp>\u003Cstrong>❌ Limited free connectors\u003C/strong>: You need to buy third-party data connectors to plug non-Google sources like Facebook, LinkedIn Ads, or HubSpot. \u003C/p>\u003Cp>\u003Cstrong>❌ Gets slow with more data\u003C/strong>: \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">Looker Studio often slows down\u003C/a> when handling large datasets, more sources, or several visualizations in one report. \u003C/p>\u003Cp>\u003Cstrong>❌ Delays in refresh rate\u003C/strong>: With some sources, you don’t have real-time data updates. Different third-party connectors have different refresh rates, so your report may be inaccurate. \u003C/p>\u003Cp>\u003Cstrong>❌ Limited data transformation\u003C/strong>: You run into more limitations when you try to blend data. Also, there’s no way to create a custom formula on a source level. You need to do it for every widget… in every report.\u003C/p>\u003Cp>\u003Cstrong>❌ Hard to customize\u003C/strong>: You will most likely need help from a data analyst or developer to customize your dashboard the exact way you want.\u003C/p>\u003Cp>\u003Cstrong>❌ No bulk report edits\u003C/strong>: If you need to change the same detail on 50 reports, you need to do it one by one. \u003C/p>\u003Cp>\u003Cstrong>❌ No widget templates\u003C/strong>: If you create a custom widget, there’s no way to save it for future reports. What happens in a report stays in the report.\u003C/p>\u003Ch3>Use Whatagraph\u003C/h3>\u003Cp>Whatagraph is hands down the easiest, fastest, and best-looking solution for tracking and reporting on digital marketing metrics and KPIs.. \u003C/p>\u003Cp>Developed with the pain points of large marketing teams in mind, Whatagraph matches the ease of use with advanced data tracking and reporting options. \u003C/p>\u003Cp>So why should you consider Whatagraph over spreadsheets and Looker Studio?\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003Cbr>[author]\u003Cstrong>Andreas Sandgren - CEO @ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>✅ \u003Cstrong>Connect all sources in a few clicks\u003C/strong>: Add as many \u003Ca href=\"https://whatagraph.com/integrations\">sources\u003C/a> you want to any report you create.\u003C/p>\u003Cp>✅ \u003Cstrong>Data updates automatically\u003C/strong>: There’s nothing to refresh, reload, or update on your side. Data is refreshing automatically from every source. \u003C/p>\u003Cp>✅\u003Cstrong> Highlight the metrics you want\u003C/strong>: Create a high-level summary at the top of every report for C-suite executives with the most important metrics and KPIs. \u003C/p>\u003Cp>✅ \u003Cstrong>Edit multiple reports at once\u003C/strong>: Even if you need to update 100s of reports, edit the master report and the changes sync with the rest. \u003C/p>\u003Cp>✅\u003Cstrong> Easy to use overall\u003C/strong>: Build any kind of report with ease. Dedicated CSM and live chat is included in all plans. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo of Whatagraph today\u003C/a>, and let us know how we can help you track and report digital marketing KPIs and metrics.  \u003C/p>","2022-08-03T11:33:46.000Z","2025-03-05T09:12:27.389Z","2024-10-21",{"id":1065,"title":1066,"slug":1067,"summary":1068,"body":1069,"read_time":50,"createdAt":1070,"updatedAt":1071,"publishedAt":1072,"errors":31,"table_of_contents":32,"dateReorder":1073},2327,"Social Media Analytics Report: Best Tips, Practices & Reporting Templates","social-media-report","\u003Cp>An effective marketing strategy includes learning how to construct an easy-to-understand social media analytics report. Having all of your data in one place allows you to see how far you've come and make changes depending on your results.\u003C/p>","\u003Cp>However, manually preparing a report takes a long time, raising the question of whether this is the ideal way to track your progress.\u003C/p>\u003Cp>It has been established to be the most concrete, data-driven manner of demonstrating your accomplishments. So, how do you create a social media report without wasting a lot of time? What types of social media metrics and KPIs should you include? How often should the results be checked? In today's article, you'll discover how to create a social media report and use social media data to your advantage.\u003C/p>\u003Ch2>What Is Social Media Analytics?\u003C/h2>\u003Cp>Social media analytics refers to the process of pulling data from social media channels and analyzing digital marketing efforts and account performance. You’d usually need a \u003Ca href=\"https://keyhole.co/blog/social-media-analytics-tools/\" target=\"_blank\" rel=\"noopener noreferrer\">social media analytics tool\u003C/a> to gather and create reports for the ideal optimization process. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/social_media_report_bdff545de7.png\" alt=\"Social media report\">\u003C/p>\u003Cp>But if you've ever seen a social media marketing report, you know how frustrating it can be: the data sets might be so large that you don't even want to read it - and for those less-data-savy, may be hard to understand. That isn't to imply that data reports aren't important. You can benefit from a social media report in the following ways:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Creates a clear picture.\u003C/strong> Reporting provides a detailed overview of your social media strategy, including completed and ongoing tasks. A report aids in the pursuit of improved results, the formulation of conclusions or strategy revisions, and the enhancement of productivity. It also gives you a better knowledge of the target audience's preferences and demographics. The social media report will enable you to identify any patterns or trends in your audience, as well as the marketing activities they enjoy.\u003C/li>\u003Cli>\u003Cstrong>Shows the work you’ve done.\u003C/strong> If your manager or client doubts whether you’re doing enough for the company, give them a detailed overview by using a \u003Ca href=\"https://whatagraph.com/templates/social-media-dashboard\">social media dashboard\u003C/a> to prove otherwise. \u003C/li>\u003Cli>\u003Cstrong>Keep your team informed.\u003C/strong> A social media report isn’t just for you and your client; it also serves as a communication tool for the rest of your team. You won't need to make a PowerPoint presentation, create a graph in Excel or do any extra explanation if you share the report with your coworkers. \u003C/li>\u003C/ul>\u003Cp>Keep in mind that your report should be well-organized and attractive to the eye. Otherwise, it'll just be a burden in your teammates' eyes.\u003C/p>\u003Ch2>What Is A Social Media Report?\u003C/h2>\u003Cp>A social media report is a document that compiles real-time and historical data points from relevant social networks (Instagram, Facebook, or TikTok). These reports examine the progress of your social media activities and provide key metrics as well as actionable insights.\u003C/p>\u003Cp>How often to create these reports? \u003C/p>\u003Cp>Of course, it depends on your client's needs and the size of your marketing campaigns. Here's what to expect from each type of report, based on its frequency:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Weekly reports\u003C/strong> are created to keep your clients or team up to date on any issues that arise on a weekly basis. Weekly reports are commonly employed in startups and businesses with a flexible social media strategy. Because these businesses are more likely to make changes or switch things up on a weekly basis, a weekly report is beneficial.\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/monthly-report\">\u003Cstrong>Monthly reports\u003C/strong>\u003C/a> are at the most common frequency level. Because the social media audits contain a huge quantity of information, their results may become rather substantial. Nonetheless, it's an excellent tool for keeping your team informed on the progress of the social media campaigns.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Connect_social_media_sources_937df82487.png\">\u003C/figure>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/templates/quarterly-report\">\u003Cstrong>Quarterly reports\u003C/strong>\u003C/a> help to ensure you’re making progress at every point of your social media strategy, and every avenue is put to the test. Quarterly reports increase your team’s productivity and keep everyone updated on long-term performance. \u003C/li>\u003C/ul>\u003Cp>Extra tip: although report frequency is essential, make sure you’re tracking growth, too. To do it, you can compare the previous report to your current one. \u003C/p>\u003Ch2>How To Conduct Social Media Analysis? \u003C/h2>\u003Cp>Depending on your aims and resources, each social media report will be different. We've compiled a few questions to ask yourself to help you pick which KPIs to include in your report:\u003C/p>\u003Cp>\u003Cstrong>1. Who is my target audience?\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/report_sources_b8013888f9.png\" alt=\"Report sources \">\u003C/p>\u003Cp>\u003Cstrong>2. Is there any specific information relevant in this context?\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>3. Are you reviewing a particular campaign or ongoing results? \u003C/strong>\u003C/p>\u003Cp>Now, keep your answers in mind throughout the entire process of creating \u003Ca href=\"https://whatagraph.com/social-media-report-tool\">your social media report\u003C/a>.\u003C/p>\u003Cp>Start with the introduction: lay down your \u003Ca href=\"https://blog.linkody.com/marketing/growth-hacks-list\" target=\"_blank\" rel=\"noopener noreferrer\">goals, tactics, and metrics\u003C/a>. This way, your readers will get a general overview of what this report will be about. \u003C/p>\u003Cp>Also, provide a brief performance summary. Include critical details, like the number of new followers or leads generated. In other words, be sure to mention the highlights of your campaign. \u003C/p>\u003Ch2>6 Best Practises For Creating Social Media Reports  \u003C/h2>\u003Cp>When it comes to \u003Ca href=\"/blog/articles/build-social-media-dashboard\">building a social media insights report\u003C/a> or dashboard, there are several key things to consider. Now you’ll find a list of essentials to go through before even drafting a report.\u003C/p>\u003Ch3>\u003Cstrong>1. Determine the relevant metrics\u003C/strong>\u003C/h3>\u003Cp>When deciding what metrics you should add to the report, consider your goals and objectives. Here are the most common numbers social media marketers track: \u003C/p>\u003Cul>\u003Cli>Number of posts;\u003C/li>\u003Cli>\u003Ca href=\"https://napoleoncat.com/blog/track-instagram-follower-growth/\" target=\"_blank\" rel=\"noopener noreferrer\">Follower growth metrics\u003C/a>;\u003C/li>\u003Cli>Reach rate;\u003C/li>\u003Cli>Web traffic;\u003C/li>\u003Cli>Likes, comments, shares; \u003C/li>\u003Cli>Page or profile views;\u003C/li>\u003Cli>Clicks on post links;\u003C/li>\u003Cli>Clicks on the link in your bio;\u003C/li>\u003Cli>Video views;\u003C/li>\u003Cli>Story views;\u003C/li>\u003Cli>Top performing posts.\u003C/li>\u003C/ul>\u003Cp>It would help if you considered including data that \u003Cstrong>generates money\u003C/strong> for your client, such as the number of leads, conversions, the total revenue, or ad spend. Of course, feel free to add any further information if you think it’s relevant to your campaign or strategy.\u003C/p>\u003Ch3>\u003Cstrong>2. Focus on the most important information\u003C/strong>\u003C/h3>\u003Cp>When it comes to developing social media monitoring reports, establishing and evaluating the relevant KPIs isn't the only element to consider. Always strive to look at your data from different angles, to examine and filter your data for hidden insights that could help you improve your performance. \u003C/p>\u003Ch3>\u003Cstrong>3. Blend data for a unified view\u003C/strong>\u003C/h3>\u003Cp>Combining data from multiple social media sources gives you a holistic view of your marketing efforts, leading to more meaningful insights and better decision-making.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Organize_your_data_fd224ba737.png\" alt=\"Organize your data\">\u003C/p>\u003Cp>For example, you can combine data to gauge the performance by region for any of your channels. Let’s say, you want to see unified campaign results for the Nordic region. Whatagraph’s \u003Ca href=\"https://whatagraph.com/organize\">Organize\u003C/a> feature allows you to quickly group metrics like Reach and Impressions from different countries into tiers. \u003C/p>\u003Cp>This feature is not limited just to countries. You can aggregate your social media data by campaign, year, audience, age, etc.  \u003C/p>\u003Cp>However, the capabilities of data transformation don’t stop there. By integrating data from different channels and platforms and performing a cross-channel analysis, you can have a unified view of user interactions across various social media channels, which helps you optimize your marketing strategy. \u003C/p>\u003Cp>Finally, data blending allows you to create custom reports and dashboards that meet specific analytical requirements — for example, having data from multiple sources visualized in the same table widget or unifying names of dimensions and metrics from different platforms. \u003C/p>\u003Ch3>\u003Cstrong>4. Use data visualization to create more engaging reports\u003C/strong>\u003C/h3>\u003Cp>The amount and diversity of data generated by your social media initiatives will be significant if you use multiple platforms. This becomes especially difficult to manage when you're tracking multiple platforms, for multiple clients.\u003C/p>\u003Cp>Whatagraph is a great \u003Ca href=\"https://whatagraph.com/blog/articles/whatagraph-alternatives\">marketing analytics tool\u003C/a>, that can aggregate massive amounts of data from all channels and make it simple to understand for all involved. \u003C/p>\u003Cp>Data visualization is an important feature of these reports because it simplifies data analytics and saves time.\u003C/p>\u003Ch3>\u003Cstrong>5. Establish a reporting timetable and automate report delivery\u003C/strong>\u003C/h3>\u003Cp>Some posts become viral right away, while others take some time to reach the ideal number of impressions. However, the most crucial thing is that you and your clients always stay on top of social media performance metrics.\u003C/p>\u003Cp>It would be ideal to use Whatagraph to automate reports at regular intervals (as mentioned above) and remove manual reporting. \u003C/p>\u003Ch3>\u003Cstrong>6. Select the appropriate social media reporting tools\u003C/strong>\u003C/h3>\u003Cp>There are a plethora of SaaS reporting options on the market today. Only a few, however, include a user-friendly panel, data visualization, and automation features.\u003C/p>\u003Cp>Whatagraph is a marketing analytics reporting solution that has not only the mentioned features but also white-label, cross-platform reporting, and a pre-made template library.\u003C/p>\u003Ch2>2 Best Social Media Report Templates\u003C/h2>\u003Cp>Here’s how to gather the analytics on different social media platforms: \u003C/p>\u003Ch3>\u003Cstrong>1. Instagram\u003C/strong>\u003C/h3>\u003Cp>To gather Instagram performance data for your Instagram analytics report, make sure you are using a business account. Also, you’ll only be able to acquire this information using the application on a mobile device. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/instagram_analytics_report_9023fb9637.png\" alt=\"Instagram analytics report\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>(\u003C/strong>\u003Ca href=\"https://whatagraph.com/templates/instagram-analytics-report\">\u003Cstrong>Instagram analytics dashboard created using Whatagraph\u003C/strong>\u003C/a>\u003Cstrong>) \u003C/strong>\u003C/p>\u003Cp>Open your profile and tap the Insights button. Alternatively, you can click the settings icon in the upper-right corner and select Insights. Instagram Insights can be split into three sections: content, activity, and audience. While you’re in the Insights section, gather impressions and engagement rates. When you're here, you can siphon off the data and make your very \u003Ca href=\"https://whatagraph.com/blog/articles/build-instagram-insights-report\">own Instagram Insights report\u003C/a> using a tool or a simple spreadsheet.\u003C/p>\u003Ch3>\u003Cstrong>2. Facebook\u003C/strong>\u003C/h3>\u003Cp>To access Facebook Page Insights, first, open your Facebook Page. Then, navigate to the top menu and select Insights. If you can’t find Insights in the menu, click More to bring it up: you’ll be taken straight to your Overview. You’ll be able to access the Overview anytime by clicking it in the left-hand menu. Try using a \u003Ca href=\"https://whatagraph.com/facebook-ads-reporting-tool\">Facebook Ads Reporting Tool\u003C/a> to build more detailed client reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_page_insights_a71fc1fbcd.png\" alt=\"Facebook page insights\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>(\u003C/strong>\u003Ca href=\"https://whatagraph.com/templates/facebook-ads-dashboard\">\u003Cstrong>Facebook analytics dashboard created using Whatagraph\u003C/strong>\u003C/a>\u003Cstrong>) \u003C/strong>\u003C/p>\u003Ch2>What Should You Expect From a Social Media Analytics Reporting Tool in 2025?\u003C/h2>\u003Cp>Now that you’ve collected the necessary information, it’s time to start working on your presentation. Reading a ton of data is already tricky, so here’s your chance to make it easier. Your report should be visually appealing yet still cover relevant information. Here are a few general tips to make the data easier to understand: \u003C/p>\u003Cul>\u003Cli>Split data by channels. There’s no need to pack all the data in one place. It will be more beneficial to separate data by channel to make individual channel performance assessment that much easier. \u003C/li>\u003Cli>Include the growth stat per channel. Compiled the statistics for lead generation growth and the following growth separately for different channels.\u003C/li>\u003Cli>Add engagement statistics for each channel. Put the number of different engagements, including comments, likes, mentions separately for different channels. \u003C/li>\u003Cli>Calculate revenue growth for each channel. Make sure you’re not mixing conversions and ROI numbers – separate and arrange these numbers accordingly. \u003C/li>\u003C/ul>\u003Cp>You can present the information in many ways: for instance, a simple slide might do the trick. But, wouldn’t it be great if there was someone (or something) that did all these things for you? Yes, the data gathering, the right metric picking, the visualizing.\u003C/p>\u003Cp>Luckily, there is. \u003C/p>\u003Cp>Whatagraph is software that builds social media performance reports for you. The tool gathers and visualizes the key performance indicators in one place. You can create the report from scratch or use pre-made templates and widgets. Either way, the tool allows you to compare metrics from different channels, all in a single sheet. \u003C/p>\u003Cp>As a matter of fact, we even made \u003Ca href=\"https://whatagraph.com/templates/social-media-report\">a social media report template\u003C/a> for you to use! It's highly customizable so you can adapt the template to the individual needs of your firm or your clients. Give it a try.\u003C/p>","2024-10-27T21:07:41.049Z","2025-10-06T14:40:48.781Z","2024-10-27T21:28:46.475Z","2024-10-27",{"id":1075,"title":1076,"slug":1077,"summary":1078,"body":1079,"read_time":50,"createdAt":1080,"updatedAt":1081,"publishedAt":1080,"errors":510,"table_of_contents":32,"dateReorder":1082},1885,"How to Build an SEO Client Dashboard in 5 Minutes","seo-client-dashboard","\u003Cp>The easiest (and fastest) way to build an SEO client dashboard is to use a dedicated SEO reporting tool. In this article, you’ll learn how to choose the right dashboard tool and use it to structure your SEO dashboard so it’s the most useful for clients.   \u003C/p>","\u003Cp>You’re creating and executing SEO strategy for a dozen clients.\u003C/p>\u003Cp>There’s an opportunity to scale up, but client reporting is already taking much of your time.  \u003C/p>\u003Cp>Even now, it takes hours every week to prepare all reports. \u003C/p>\u003Cp>You need a single source of truth that would automatically pull data for each client and neatly present it in real time. \u003C/p>\u003Cp>You need an SEO client dashboard.\u003C/p>\u003Cp>But how do you pick the right dashboard tool? How do you structure an SEO dashboard? Which metrics to use?\u003C/p>\u003Cp>We asked six digital marketers:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/sophie-brannon-081bb294/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Sophie Brannon\u003C/strong>\u003C/a>, Director of SEO @ \u003Ca href=\"https://www.rushordertees.com/\" target=\"_blank\" rel=\"noopener noreferrer\">RushOrderTees\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/zpittman/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Zach Pittman\u003C/strong>\u003C/a>, Digital Marketing Consultant @ \u003Ca href=\"https://forrestpropertymanagement.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Forrest Property Group\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/henry-smith-6bb235138/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Henry Smith\u003C/strong>\u003C/a>, Head of SEO @ \u003Ca href=\"https://darkhorse.co/\" target=\"_blank\" rel=\"noopener noreferrer\">Dark Horse\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/olivia-tapper-8556a5132/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Olivia Tapper\u003C/strong>\u003C/a>, Head of Operations @ \u003Ca href=\"https://www.dtcseoagency.com/\" target=\"_blank\" rel=\"noopener noreferrer\">DTC SEO Agency\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/flexleads/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Frank Salvatore\u003C/strong>\u003C/a>, Owner @ \u003Ca href=\"https://flexleads.com/\" target=\"_blank\" rel=\"noopener noreferrer\">FlexLeads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/james-taylor-seo/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>James Taylor\u003C/strong>\u003C/a>, SEO Consultant @ \u003Ca href=\"https://embryo.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Embryo\u003C/a>\u003C/li>\u003C/ul>\u003Cp>…these questions and compiled their insights in this article.\u003C/p>\u003Ch2>What Makes the “Best” SEO Client Dashboard (According to SEO Experts)\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Hero_SEO_Dashboard_Template_0c91b07226.png\" alt=\"SEO Client Dashboard - In Whatagraph\">\u003C/p>\u003Cp>An SEO client dashboard is an online display outlining the most relevant SEO metrics and KPIs for a specific client. It shows SEO strategy and its progress and how SEO campaigns are performing in terms of new backlinks, keyword rankings, organic search performance, referral website traffic, and more.\u003C/p>\u003Cp>Building an SEO client dashboard is easy and straightforward if you use the right tool. \u003C/p>\u003Cp>SEO reporting tools can help you streamline the setup, automate updates, and visualize key SEO KPIs in a way your clients understand. \u003C/p>\u003Cp>But there are (literally) hundreds of reporting tools out there—how do you pick the “best” one?\u003C/p>\u003Cp>Well, “best” is subjective. For \u003Cstrong>Sophie Brannon\u003C/strong>, Director of SEO at \u003Cstrong>RushOrderTees\u003C/strong>, it’s:\u003C/p>\u003Cul>\u003Cli>Speed\u003C/li>\u003Cli>Minimal lag on API connections from different sources\u003C/li>\u003Cli>Ease of use\u003C/li>\u003Cli>Ability to build and replicate templates easily\u003C/li>\u003Cli>Polished and consistent look all across\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>The less time spent on making the report \"look pretty\" or presentable the better.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Olivia Tapper of \u003Cstrong>DTC SEO Agency\u003C/strong> also values a dashboard software that is easy to connect and use. She adds:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>There also should be text elements you can place in the tool so you can add descriptions, your own titles etc. I'd also like to see some more ability to decorate, adjust size and colors, etc. I've studied UX, so I know how important the visual language is.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Frank Salvatore, Owner of \u003Cstrong>FlexLeads\u003C/strong> says that his clients prefer different report formats: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>Ideally a quality reporting tool should offer multiple formats (online, pdf, spreadsheet) to meet customer preferences.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Salvatore has a good point. Some clients prefer live dashboards with data that refreshes automatically. Others may ask you for monthly or weekly reports. If your clients \u003Ci>prefer\u003C/i> regular updates, here’s \u003Ca href=\"https://whatagraph.com/blog/articles/build-detailed-seo-reports\">how to create detailed SEO reports\u003C/a>.\u003C/p>\u003Cp>Also, don't forget to check the pricing model. \u003C/p>\u003Cp>Does the dashboard software charge by user, by connected source, a number of dashboards, or something else? \u003C/p>\u003Cp>Just make sure you can fit the price of the dashboard tool into your overall \u003Ca href=\"https://www.rankpay.com/seo-cost/\" target=\"_blank\" rel=\"noopener noreferrer\">SEO costs\u003C/a>. \u003C/p>\u003Cp>James Taylor, SEO Consultant of \u003Cstrong>Embryo\u003C/strong>, values connectivity above the rest:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Ease of integration, particularly with GA4. I feel like this was never a concern with Universal Analytics, but it’s definitely something I’d be looking for when it comes to linking-up GA4.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>To sum up, the “best” SEO client dashboard, according to these marketers, comes down to the following:\u003C/p>\u003Cp>✅ Platform speed\u003C/p>\u003Cp>✅ Stable plug-and-play data connections\u003C/p>\u003Cp>✅ Ease of use\u003C/p>\u003Cp>✅ Save anything as a template\u003C/p>\u003Cp>✅ Professional look\u003C/p>\u003Cp>✅ Visual customization\u003C/p>\u003Cp>✅ Multiple reporting formats — live dashboard, sheets, PDF \u003C/p>\u003Cp>We built \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> to check all these boxes. In this next section, we’ll show you how to build an SEO client dashboard in 5 minutes using Whatagraph. \u003C/p>\u003Ch2>How to Create an SEO Dashboard for Clients: Step-by-Step Guide \u003C/h2>\u003Cp>Here's a simple guide to building an effective SEO client dashboard that shows the impact of your SEO efforts and keeps clients informed of their ROI from organic search. \u003C/p>\u003Ch3>Step 1: Connect your SEO data sources\u003C/h3>\u003Cp>To get a full picture of your SEO performance, start by connecting key data sources.\u003C/p>\u003Cp>For Henry Smith of \u003Cstrong>Dark Horse\u003C/strong>, the first-party data pulled using APIs is essential for the accuracy of reporting: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>GA4, Google Search Console and dashboards within the CMS, such as Shopify and WooCommerce should be used primarily. You can then supplement the first-party data with data from third-party tools such as SEMrush, Ahrefs, SEO Monitor, Sistrix, and SE Ranking.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Whatagraph has \u003Ca href=\"https://whatagraph.com/integrations\">fully managed integrations\u003C/a> with popular SEO tools, such as:\u003C/p>\u003Cul>\u003Cli>Google Analytics\u003C/li>\u003Cli>Google Search Console \u003C/li>\u003Cli>SEMrush\u003C/li>\u003Cli>SEO Monitor\u003C/li>\u003Cli>Ahrefs\u003C/li>\u003Cli>SE Ranking\u003C/li>\u003Cli>Google My Business\u003C/li>\u003C/ul>\u003Cp>But also CMS tools like Shopify, HubSpot, and WooCommerce. \u003C/p>\u003Cp>At this point, I must urge you to avoid dashboard tools that use third-party data connectors. \u003C/p>\u003Cp>These connectors are much less reliable than native integrations and can even slow down your dashboard (I’m looking at you, Looker Studio) or lag in updates, so you have inaccurate data.\u003C/p>\u003Cp>Zach Pittman of \u003Cstrong>Forrest Property Group\u003C/strong> uses Looker Studio for client reporting but is aware of its shortcomings:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>We've had issues with data not updating correctly or graphs suddenly showing incorrect information. When data is wrong in our reports, we find ourselves spending a lot of time problem-solving by looking at the original data in GA4 or Google ads, and in some cases, simply explaining to the client that the data is not showing correctly.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Whatagraph integrations, on the other hand, are all built in-house and maintained by our Engineering team, so once you hook up your sources, there’s nothing to reconnect or update. \u003C/p>\u003Cp>\u003Cstrong>How to do it:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>In your Whatagraph dashboard, go to Data Sources and select the SEO platforms you need.\u003C/li>\u003Cli>Follow the on-screen prompts to provide the necessary credentials and connect each platform.\u003C/li>\u003Cli>Once integrated, Whatagraph will automatically pull in the latest data, updating in real time.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Connect_data_from_all_your_SEO_tools_3c4223e73f.png\" alt=\"SEO Client Dashboard - Connect data\">\u003C/p>\u003Cp>\u003Cstrong>Benefits\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>A centralized view of SEO metrics across multiple tools.\u003C/li>\u003Cli>Accurate and relevant data in your dashboard 24/7.\u003C/li>\u003C/ul>\u003Ch3>Step 2: Choose an SEO template or start from scratch\u003C/h3>\u003Cp>Whatagraph offers a pre-built \u003Ca href=\"https://whatagraph.com/templates/seo-dashboard\">SEO Dashboard Template\u003C/a> that covers core metrics like organic traffic, bounce rate, and keyword performance. You can use these templates as a starting point and customize them to better suit your client’s goals (see Step 3).\u003C/p>\u003Cp>\u003Cstrong>How to do it:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Go to the \u003Cstrong>Templates\u003C/strong> section in Whatagraph and search for SEO-related templates.\u003C/li>\u003Cli>Choose a template that aligns with the KPIs you want to display (e.g., keyword rankings, traffic sources, conversions).\u003C/li>\u003Cli>Alternatively, select \u003Cstrong>Create New Report\u003C/strong> to build a dashboard from scratch, choosing only the widgets and metrics that you need.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Benefits:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Templates speed up dashboard-building process.\u003C/li>\u003Cli>You can tailor the dashboard to specific client needs, highlighting the most relevant data.\u003C/li>\u003C/ul>\u003Ch3>Step 3: Customize the SEO dashboard template for a specific client\u003C/h3>\u003Cp>In Whatagraph, you can quickly build a customizable SEO dashboard. Once you’ve found the template that is the closest match to your client’s needs, you can start tailoring it. Let’s just make sure you check all the boxes.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Start with the most important data for the person who is receiving the report, and make sure that they are customizable to allow for adding or removing different metrics. Ultimately you want to show the \"what\", \"why\", and \"what's next\".\u003Cbr>[author]\u003Cstrong>Sophie Brannon, Director of SEO @ RushOrderTees\u003C/strong>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>✅ Connect the relevant data sources\u003C/strong>: While you can load a template even with one source connected, (for example, Google Analytics 4), now you need to add other sources that hold relevant SEO data. \u003C/p>\u003Cp>\u003Cstrong>✅ Customize metrics and widgets\u003C/strong>: Now you need to review the metrics already included in the template and decide if you need to add or remove some of them, so your dashboard shows only the important ones. \u003C/p>\u003Cp>For example, if a client is focused on local SEO, add Google My Business metrics like calls, directions, and search views. For an e-commerce client, prioritize conversions from organic search. \u003C/p>\u003Cp>If your client has unique KPIs, use Whatagraph’s Organize feature to create custom metrics (more in Step 4). For example, you can create metrics for Organic Revenue (total revenue from organic search) or Cost per Lead from Organic. \u003C/p>\u003Cp>Brannon adds:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Over the years, I've found that the main things clients and stakeholders care about is transparency and more detail on \"why\" things are happening the way they are i.e. what has influenced specific metrics and how does this relate to the work that has been carried out.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>✅ Choose the appropriate visuals\u003C/strong>: Whatagraph offers different chart options, such as line charts, bar graphs, and pie charts. If your client prefers a bar chart to a pie chart for a specific metric — nothing easier. Pick the bar chart widget and select the metrics and dimensions you want to see. \u003C/p>\u003Cp>(\u003Ci>Psst\u003C/i>.  You can also create custom charts and save them as template widgets.)\u003C/p>\u003Cp>\u003Cstrong>✅ Arrange the widgets for easy interpretation\u003C/strong>: You should always place the most critical KPIs (like organic traffic, conversions, and keyword rankings) at the top of the dashboard, right next to the Goals widget. \u003C/p>\u003Cp>Brannon points out that you should structure your dashboard depending on who is going to read it, what tier SEO knowledge is, and what they care about: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>For example, if you're presenting to the CEO of a business, they most likely to care about ROI and revenue / transaction figures. If you're presenting to another marketer, then they may care more about organic traffic, keyword visibility and other similar \"SEO\" metrics.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Also, group related metrics together, such as engagement metrics (bounce rate, avg. session duration, etc.) and on-page metrics (pageviews, time on site, etc.)\u003C/p>\u003Cp>Hold on, what is that Goals widget you speak of?\u003C/p>\u003Cp>Whatagraph has developed a special Goals widget to track your campaign's progress toward its targets. For example, you can set up the goal to reach 1,000 conversions and track how far you are from achieving that.\u003C/p>\u003Cp>The widget has a visual progress bar highlighting how your digital marketing efforts come up against set objectives. \u003C/p>\u003Cp>You can create goals on any metrics to break up the monthly SEO performance targets into day-to-day action items. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/On_track_with_your_SEO_marketing_goals_ecf5b41d5a.png\" alt=\"SEO Client Dashboard - Goals\">\u003C/p>\u003Ch3>Step 4. Organize SEO data for actionable insights\u003C/h3>\u003Cp>Ok. You connected all the sources. You tweaked the dashboard template just as your clients wanted it. However the \u003Ci>actionable data\u003C/i> is still scattered across the sources. \u003C/p>\u003Cp>By actionable, we mean insights that can truly pinpoint any issues with your SEO strategy or brilliant examples you can try to replicate. \u003C/p>\u003Cp>So, how can you bring those actionable insights together? \u003C/p>\u003Cp>You need to \u003Ci>organize\u003C/i> your data.\u003C/p>\u003Cp>Wait, that sounds familiar. Where have I heard that word?\u003C/p>\u003Cp>Yes, in Whatagraph you can organize your scattered data so you can get insights in seconds. \u003C/p>\u003Cp>How? In several ways.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics\u003C/strong>: Unify and change names of different metrics permanently in your dashboard or create a new metric using a simple formula. \u003C/li>\u003Cli>\u003Cstrong>Custom dimensions\u003C/strong>: Unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003Cli>\u003Cstrong>Data blending\u003C/strong>: Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">combining different sources\u003C/a> together into one unified data source for getting quicker insights and keeping your dashboard neat.  \u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>The best part is that you can organize your data inside your dashboard. No need to go back and forth from one workspace to another. \u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, you can get actionable insights from your data even faster. \u003C/p>\u003Cp>You can: \u003C/p>\u003Cul>\u003Cli> Group 100s of scattered data sources into unified Source Groups in seconds\u003C/li>\u003Cli>Add \u003Ca href=\"https://youtu.be/2q7DOwIJv-4\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>Visualize your key metrics in one view and easily spot performance trends\u003C/li>\u003C/ul>\u003Ch3>Step 5: White-label the dashboard with client branding\u003C/h3>\u003Cp>In Whatagraph, you have the option to personalize your SEO dashboard with your client’s brand colors, logo, and custom headings. \u003C/p>\u003Cp>Alternatively, you can apply your agency’s branding so every dashboard you send looks like a part of your agency’s website. \u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/fab1b39783854815ac1bea930a98d151?sid=9ec4e080-87f2-4749-8100-e2964fe47c00\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>This means your clients will immediately recognize your dashboard as a part of your brand. You can create a global theme for your agency or create multiple themes on the dashboard and even at the widget level.\u003C/p>\u003Cp>You can also share your \u003Ca href=\"https://whatagraph.com/white-label-seo-dashboard\">white label SEO dashboard\u003C/a> on a custom domain and cut all ties to Whatagraph as the software provider. The client will be no smarter than to believe you custom-built the whole thing yourself. \u003C/p>\u003Ch3>Step 6. Provide a shareable link for client access\u003C/h3>\u003Cp>Most dashboard tools let you share live dashboards via links. This is a great feature for several reasons:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Live access\u003C/strong>: Your clients can check for real-time updates without waiting for scheduled updates.\u003C/li>\u003Cli>\u003Cstrong>Control permissions\u003C/strong>: With Whatagraph, you can set a password to make sure only the clients can view the dashboard.\u003C/li>\u003Cli>\u003Cstrong>Mobile view\u003C/strong>: When the dashboard is mobile-friendly, the clients can open the link and check the status on the go. \u003C/li>\u003C/ul>\u003Cp>With links to live dashboards, the whole process becomes transparent, while the clients get the flexibility to check their SEO performance at any time. \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>We create a dashboard that pulls data from all the data sources we use for our reports and do a video walkthrough the first time we present it. We always send the client a weekly update including the link to the dashboard and occasionally highlight items in the report in a video update.\u003Cbr>[author]\u003Cstrong>Olivia Tapper, Head of Operations @ DTC SEO Agency\u003C/strong>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Ready to build a sleek and fast SEO client dashboard? \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Let’s talk\u003C/a> and see how Whatagraph can help. \u003C/p>\u003Ch2>How to Structure Your SEO Agency Dashboard to Be Impactful\u003C/h2>\u003Cp>An organized dashboard should give you a clear view of the key metrics and goals so that both you and your clients can understand how the SEO stands. \u003C/p>\u003Cp>Smith makes a good point here:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>The structure of an SEO report should be tailored to the client depending on the KPIs, but as standard should always include an executive summary of performance, with subsequent sections that go into the key metrics. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>We can’t agree more with him. \u003C/p>\u003Cp>Here is a breakdown of must-have sections you should include in every SEO agency dashboard.   \u003C/p>\u003Ch4>1. Cover image + search performance summary\u003C/h4>\u003Cp>A branded cover image doesn’t say much about your SEO performance but sets the tone for the entire dashboard. It makes it look sleek and professional. \u003C/p>\u003Cp>Use your logo to strengthen your brand or your client’s branding to make them feel valued. \u003C/p>\u003Cp>The performance summary widget takes a live snapshot of your key web search metrics, such as impressions, clicks, click-through rate (CTR), and average rank. It gives you quick information on how well the site is performing in search results.  \u003C/p>\u003Ch4>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cover_787b9cd4a5.png\" alt=\"SEO Client Dashboard - Cover\">\u003Cbr>2. Organic traffic\u003C/h4>\u003Cp>This section shows the organic traffic trend over a period. The chart makes it easy to monitor the ups and downs of organic visits. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Organic_traffic_1d488c3651.png\" alt=\"SEO Client Dashboard - Organic Traffic\">\u003Cbr>Use it to quickly identify patterns or changes in organic traffic, which you can link to specific events or campaigns. \u003C/p>\u003Ch4>3. Backlinks\u003C/h4>\u003Cp>This section monitors backlink acquisition and shows how close you are to monthly or quarterly backlink goals. It’s especially useful for monitoring link-building strategies. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Backlink_goals_278bdc9cf3.png\" alt=\"SEO Client Dashboard - Backlinks\">\u003C/p>\u003Ch4>4. All users\u003C/h4>\u003Cp>The bar chart with all users distributed over the month lets you track the fluctuation of all visitors to your client’s site day by day. This GA4 metric includes both the visitors who bounced and those who engaged with the site. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/All_users_6e6a0760b5.png\" alt=\"SEO Client Dashboard - Users\">\u003C/p>\u003Ch4>5. Keyword performance \u003C/h4>\u003Cp>This table gives you detailed data on keyword performance, through impressions, clicks, CTR, and average rank for each target keyword.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Keyword_performance_2dc63a1027.png\" alt=\"SEO Client Dashboard - Keyword Performance\">\u003C/p>\u003Cp>Use it to pinpoint high- and low-performing keywords, which helps you guide content and optimization efforts.\u003C/p>\u003Cp>Your clients, on the other hand, can clearly see how effective your keyword strategy is. \u003C/p>\u003Cp>Brannon gives an example of how tracking keyword performance impacts organic traffic in her business: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>With RushOrderTees, \"custom t shirts\" is one of our most important, traffic driving head terms. Reporting on changes in performance here is most impactful in our reporting as it tends to have a direct impact on organic traffic and revenue when we rank highly on page 1 for this term.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch4>6. Organic vs. new sessions\u003C/h4>\u003Cp>With this chart, you can easily compare organic sessions with the percentage of new sessions and get insight into audience growth and retention. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Organic_vs_new_sessions_cafd7521d5.png\" alt=\"SEO Client Dashboard - Organic vs New Sessions\">\u003C/p>\u003Cp>Measuring the effectiveness of your SEO in attracting new visitors is important for reaching new audiences. The balance between new and returning visitors shows how effective you are in retaining users and if your content is engaging enough.\u003C/p>\u003Ch4>7. Performance by page\u003C/h4>\u003Cp>This table lists key metrics such as sessions, users, bounce rate, and average session duration for individual pages. Your clients can see how each page contributes to overall performance. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Performance_by_page_adabb68837.png\" alt=\"SEO Client Dashboard - Performance by Page\">\u003C/p>\u003Cp>Apart from identifying high- and low-performing pages, it gives you a glimpse into user behavior on specific pages. \u003C/p>\u003Cp>Using this insight, you can adjust the content strategy and improve the user experience. \u003C/p>\u003Cp>You should take a closer look at all pages with high bounce rates or low session duration. \u003C/p>\u003Ch4>8. Single value widgets\u003C/h4>\u003Cp>Single value widgets come in handy for presenting \u003Ca href=\"https://whatagraph.com/blog/articles/seo-kpis\">SEO KPIs\u003C/a> in an easily digestible format. In Whatagraph’s dashboards, you can move them around and group them in any way you want to display important metrics like goal completions, conversion rate, sessions, etc. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Single_widgets_91f26e438a.png\" alt=\"SEO Client Dashboard - Single Value Widgets\">\u003C/p>\u003Ch2>Which Metrics to Include in Your SEO Client Dashboard? \u003C/h2>\u003Cp>The metrics you include in your SEO client dashboard should help clients easily understand the impact of your efforts and the health of their site. \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Most clients won't care about vanity metrics, such as impressions or an average position increase, but rather how the work that has been completed is driving more traffic and revenue for the business.The key metrics to include should always be traffic, rankings, conversions and revenue (where possible).\u003Cbr>[author]\u003Cstrong>Henry Smith, Head of SEO @ Dark Horse\u003C/strong>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Below is a list of essential SEO metrics you should keep an eye on:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Impressions\u003C/strong>: The number of times a page appears in search results. Use it to measure visibility in search engine results pages (SERPs). Although not all impressions result in clicks, a higher number of impressions may show growing brand visibility.\u003C/li>\u003Cli>\u003Cstrong>Clicks\u003C/strong>: The total number of clicks a site gets from search engine results. The metric shows how often users pick your content over other results. \u003C/li>\u003Cli>\u003Cstrong>Click-Through Rate (CTR)\u003C/strong>: The percentage of impressions that result in a click. A high CTR shows that your client’s content is relevant and interesting to searchers. Improving CTR is as important as improving ranking. \u003C/li>\u003Cli>\u003Cstrong>Average Rank\u003C/strong>: This metric shows the average ranking position of a client’s pages in SERPs. Knowing the average rank helps determine which keywords may need optimization for better visibility.\u003C/li>\u003C/ul>\u003Cp>Brannon adds:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>Top level metrics that I report on typically include organic traffic, organic transactions / revenue for eCommerce or conversions for lead gen, organic keyword visibility trends and positions of any main head terms.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Organic Traffic\u003C/strong>: The number of visitors coming to a site from organic search results. The metric is a direct measure of how well SEO efforts are driving relevant, unpaid traffic to the client’s website.\u003C/li>\u003Cli>\u003Cstrong>Keyword Rankings\u003C/strong>: The positions of specific keywords in search results. Monitoring keyword rankings helps clients see the effect of targeted optimizations and whether their site is gaining ground for critical search terms.\u003C/li>\u003Cli>\u003Cstrong>Backlinks\u003C/strong>: The total number of external links pointing to the client’s site. As a key ranking factor, backlinks serve as a “vote of confidence” from other sites.\u003C/li>\u003Cli>\u003Cstrong>Referring Domains\u003C/strong>: The unique domains that link to the client’s site. A high number of referring domains is usually a sign of a healthier link profile. \u003C/li>\u003Cli>\u003Cstrong>Bounce Rate\u003C/strong>: The percentage of visitors who leave a site after viewing only one page. A high bounce rate may indicate that content isn’t meeting user expectations. For a complete guide on \u003Ca href=\"https://whatagraph.com/blog/articles/kpis-digital-marketing\">digital marketing metrics and KPIs\u003C/a>, check out our article. \u003C/li>\u003Cli>\u003Cstrong>Average Session Duration\u003C/strong>: The average amount of time visitors spend on the site. A higher session duration often means that your content is engaging and your website is easy to navigate. \u003C/li>\u003Cli>\u003Cstrong>Pages per Session\u003C/strong>: The average number of pages a user views per session. This metric helps measure user engagement and relevance of your content. \u003C/li>\u003Cli>\u003Cstrong>Ahrefs Rank\u003C/strong> (or similar authority metric): This is a domain authority metric that is calculated by tools like Ahrefs based on backlinks and domain strength.\u003C/li>\u003Cli>\u003Cstrong>Organic Sessions vs. % New Sessions\u003C/strong>: This metric compares organic sessions with the percentage of sessions from new visitors. It shows the effectiveness of your SEO in bringing in fresh traffic.\u003C/li>\u003Cli>\u003Cstrong>Top Landing Pages\u003C/strong>: The pages where users first enter the site. Knowing the top entry points helps identify the pages that drive the most traffic and engagement.\u003C/li>\u003C/ul>\u003Cp>To sum it all up, Brannon shares three rules she always sticks to in her agency:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Cstrong>1.\u003C/strong> Know what's important to the client and only include what's necessary.  \u003Cbr>\u003Cstrong>2.\u003C/strong> Avoid meaningless metrics and refine your SEO dashboard to show only the most important areas that tie back to defined KPIs.\u003Cbr>\u003Cstrong>3. \u003C/strong>Avoid Confusing layouts. Your SEO report should tell a story.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Are you ready to tell the story of your SEO results in a way your clients can understand?\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to us\u003C/a> and let’s find together how you can make the most out of your marketing data. \u003C/p>\u003Cp>Not sure we’re the right choice for you? \u003Ca href=\"https://whatagraph.com/blog/articles/best-dashboard-reporting-tools\">Compare Whatagraph with competitors\u003C/a> and make your decision with more confidence. \u003C/p>","2020-01-22T13:22:10.000Z","2024-12-23T10:10:40.304Z","2024-11-05",{"id":1084,"title":1085,"slug":1086,"summary":1087,"body":1088,"read_time":62,"createdAt":1089,"updatedAt":1090,"publishedAt":1091,"errors":31,"table_of_contents":32,"dateReorder":1092},2335,"13 Best Dashboard Reporting Tools for Marketers in 2025","best-dashboard-reporting-tools","\u003Cp>There are hundreds of dashboard reporting tools, software, and platforms, but how do you pick the best one for your team?\u003C/p>\u003Cp>To make your search easier, we compare the 13 best dashboard creation tools marketers are raving about in 2025. \u003C/p>","\u003Cp>Judging by what marketing experts from agencies and big in-house teams are saying, these are the top things you should be looking for: \u003C/p>\u003Cp>✅ \u003Cstrong>Ease of use\u003C/strong> — You should be able to build, change, and replicate dashboards quickly, without long tutorials or training. \u003C/p>\u003Cp>✅ \u003Cstrong>All-in-one\u003C/strong> — Look for an app that lets you connect, clean, visualize, and share data in one place.\u003C/p>\u003Cp>✅ \u003Cstrong>Stability\u003C/strong> — Secure data integrations, no connectors breaking off, no downtimes. \u003C/p>\u003Cp>✅ \u003Cstrong>Accuracy\u003C/strong> — The data on dashboards is 100% true to data on source platforms.  \u003C/p>\u003Cp>✅ \u003Cstrong>Highly customizable\u003C/strong> — You can make data blends, custom metrics, and custom source groups, add custom tags, and create customized reports for different clients. \u003C/p>\u003Cp>✅ \u003Cstrong>Customer support\u003C/strong> — Responsive customer success team and in-house engineers that can tackle any issues quickly. \u003C/p>\u003Cp>✅ \u003Cstrong>Security and compliance\u003C/strong> — The dashboard platform should comply with data privacy and safe storing regulations. \u003C/p>\u003Ch2>13 Best Dashboard Reporting Tools in 2025\u003C/h2>\u003Cp>Here are the best dashboard reporting tools we’ll review in this article:\u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>Metrics Watch\u003C/li>\u003Cli>Looker Studio\u003C/li>\u003Cli>Funnel.io\u003C/li>\u003Cli>Geckoboard\u003C/li>\u003Cli>Klipfolio\u003C/li>\u003Cli>Domo\u003C/li>\u003Cli>Databox\u003C/li>\u003Cli>Cyfe\u003C/li>\u003Cli>Google Sheets\u003C/li>\u003Cli>Tableau\u003C/li>\u003Cli>Microsoft Power BI\u003C/li>\u003Cli>Grow.com\u003C/li>\u003C/ol>\u003Cp>Already using dashboard and reporting software and want to compare how it stands against the competitors’ features? Here's a table: \u003C/p>\u003Cp>[table id=11]\u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Medium to large marketing agencies with 10+ employees\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is an all-in-one marketing data platform which makes it unbelieveably easy to collect, analyze, and report on your data—whether that’s PPC, social media, website performance, or more.\u003C/p>\u003Cp>Unlike other tools like \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">Looker Studio\u003C/a> or Tableau, you can get Whatagraph up and running in a few hours (not days or weeks).\u003C/p>\u003Cp>You also don’t need to hire a data scientist or spend thousands of dollars on an implementation partner.\u003C/p>\u003Cp>Anyone on your team—whether that’s an Account Manager or a data analyst—can start analyzing data and building reports right away.\u003C/p>\u003Cp>Here’s an elevator pitch of how Whatagraph works:\u003C/p>\u003Col>\u003Cli>Connect to your data sources and channels in a few clicks. Your data will flow in automatically.\u003C/li>\u003Cli>Organize your data, teams, and clients on one platform. Make custom metrics and dimensions, and blend data sources together.\u003C/li>\u003Cli>Visualize your data using drag-and-drop widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a>. Create \u003Ca href=\"https://whatagraph.com/blog/articles/white-label-marketing-tools\">white-labeled reports\u003C/a> with custom logos, domains, and color schemes.\u003C/li>\u003Cli>Share reports as live links, PDFs, Excel spreadsheets, or automated emails.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/image15_29df52271f.png\" alt=\"image15.png\">\u003C/p>\u003Cp>All of this on one fast and easy-to-use platform means:\u003C/p>\u003Cp>✅ You don’t have to waste time manually compiling data from disparate sources.\u003C/p>\u003Cp>✅ You can save up to 40 hours a month on analyzing data and creating reports.\u003C/p>\u003Cp>✅ Your data is organized on one platform and you have a clear view of marketing performance.\u003C/p>\u003Cp>✅ Your clients or the C-Suite clearly sees the value of your campaigns.\u003C/p>\u003Cp>✅ It’s easy to onboard new employees and clients.\u003C/p>\u003Cp>As \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\">one of our customers\u003C/a> puts it:\u003C/p>\u003Cp>\u003Ci>\"To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting.”\u003C/i>\u003C/p>\u003Cp>But does Whatagraph check all the boxes we mentioned earlier? Here's a deep-dive.\u003C/p>\u003Ch3>#1. Easy to use\u003C/h3>\u003Cp>If a dashboard reporting platform is not easy to use, it takes you much more time to build a dashboard or replicate it for the next client. \u003C/p>\u003Cp>Whatagraph is designed with fast-moving professionals in mind. It offers you several time-saving features that make your job easier to scale.\u003C/p>\u003Cp>\u003Cstrong>Drag-and-drop widgets\u003C/strong>\u003C/p>\u003Cp>If you decide to build a dashboard from scratch, you start with a blank page and drag and drop widgets from the sidebar. \u003C/p>\u003Cp>Once you connect a data source, Whatagraph automatically gives you a selection of charts, graphs, and table widgets with the source metrics.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/drag_and_drop_251261f4d8.gif\" alt=\"drag-and-drop.gif\">\u003C/p>\u003Cp>You just have to pick the ones you need!\u003C/p>\u003Cp>The widgets conveniently stick to the grid so it’s super easy to create a neat and organized dashboard.\u003C/p>\u003Cp>\u003Cstrong>Linked templates\u003C/strong>\u003C/p>\u003Cp>Imagine having to edit hundreds of dashboards one by one just to change the heading. \u003C/p>\u003Cp>Not with Whatagraph! \u003C/p>\u003Cp>Instead, link hundreds of dashboards to one master template, and any changes you make on it will also take effect on linked dashboards. \u003C/p>\u003Cp>\u003Cstrong>Save anything as a template\u003C/strong>\u003C/p>\u003Cp>You built an amazing dashboard that clients love? Save it as your own template. \u003C/p>\u003Cp>You created a custom widget with blended data calculated metrics? Save it as a widget template and use on any dashboard you create. \u003C/p>\u003Cp>With Whatagraph, you build things from scratch only once!\u003C/p>\u003Cp>As a result, you can:\u003C/p>\u003Cp>✅ Save time creating and updating dashboards\u003C/p>\u003Cp>✅ Manage a large number of dashboards \u003C/p>\u003Cp>✅ Replicate success with ease\u003C/p>\u003Ch3>#2. Stable, reliable, all-in-one platform\u003C/h3>\u003Cp>Unstable dashboard analytics software can backfire on you in multiple ways. For example, a connector can break off and make your dashboard unusable just minutes before the client or leadership meeting. \u003C/p>\u003Cp>Connectors from different vendors may have different refresh times, so you may have inaccurate data at any given time. \u003C/p>\u003Cp>With Whatagraph, though, you don’t have to worry about that. \u003C/p>\u003Cp>Our \u003Ca href=\"https://whatagraph.com/integrations\">data integrations\u003C/a> are \u003Ci>fully-managed\u003C/i>, which means they’re more seamless, stable, and reliable.\u003C/p>\u003Cp>Our Product engineers regularly update these integrations so there would be less breakages and outages. We also have an emergency alert that will wake up our engineers (even if it’s 3 am where they are) to quickly fix system outages, if there are any.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashboard_Reportin_Tools_2_69348b94a9.png\" alt=\"Dashboard Reporting Tools - Whatagraph\">\u003C/p>\u003Cp>Fully-managed, direct integrations also mean we can resolve any bugs faster without having to involve a third-party company.\u003C/p>\u003Cp>In terms of speed, you can work with 10 sources and 100 widgets at the same time on Whatagraph without slowing down the platform.\u003C/p>\u003Cp>And thanks to a recent update to \u003Ca href=\"https://cloud.google.com/kubernetes-engine\" target=\"_blank\" rel=\"noopener noreferrer\">Google Kubernetes Engine\u003C/a>, even reports with heavy widgets, tabs, and charts take less than 10 seconds to load on Whatagraph.\u003C/p>\u003Cp>Plus, our dashboards have a consistent refresh rate of 30 minutes in all plans across all your reports, blends, and integrations.\u003C/p>\u003Cp>As a result of all this:\u003C/p>\u003Cp>✅ There are no inconsistencies in the data on Whatagraph. Every source refreshes every 30 minutes.\u003C/p>\u003Cp>✅ Your dashboards load instantly and shows the right metrics. No surprises right before a meeting with your client!\u003C/p>\u003Cp>✅ System outages (if any) are quickly resolved by our Product engineers, who are on 24/7 standby.\u003C/p>\u003Ch3>#3. Highly customizable\u003C/h3>\u003Cp>Unless you can customize your dashboard to specific client or campaign requirements, you are leaving a lot of money (=actionable insights) on the table. \u003C/p>\u003Cp>Why? \u003C/p>\u003Cp>Because your dashboard tool should cover a wide range of reporting needs and bring up just the right information that helps you move the client’s business forward. \u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/james-taylor-seo/\" target=\"_blank\" rel=\"noopener noreferrer\">James Taylor\u003C/a>, SEO Strategist at \u003Ca href=\"https://embryo.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Embryo\u003C/a> explains their approach: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>We’d rather reduce the amount of data so that we can focus on exactly what the client wants to see, and make it as easy as possible to see how a certain strategy approach benefited their organic visibility and revenue.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>In Whatagraph, customization is possible on two levels:\u003C/p>\u003Cul>\u003Cli>At the data level\u003C/li>\u003Cli>At the dashboard level\u003C/li>\u003C/ul>\u003Cp>By customizing your data, we mean:\u003C/p>\u003Cul>\u003Cli>Blending different data sources together to create new ones\u003C/li>\u003Cli>Creating custom metrics\u003C/li>\u003Cli>Creating custom dimensions\u003C/li>\u003C/ul>\u003Cp>This way you get a more comprehensive view of marketing performance and keep your reports neat and organized.\u003C/p>\u003Cp>For example, say you want to see total impressions across all your social channels – Facebook, Instagram, and LinkedIn. You can easily create a new combined metric in (literally) 2 minutes. \u003Ca href=\"https://www.loom.com/share/cef8f6a4f7dd40f090918e453a31c77f?sid=e298a709-9f5e-4b0c-9484-de06823084f8\">Check out this video to see how\u003C/a>.\u003C/p>\u003Cp>The end result is a new metric called “Total Impressions” that you can add to your marketing dashboards. \u003C/p>\u003Cp>But data customization doesn’t stop there. Thanks to the recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a> feature you can:\u003C/p>\u003Cul>\u003Cli>Group 100s of scattered data sources into unified metrics in seconds, without having to do complicated blends\u003C/li>\u003Cli>Slice and dice your data by client, channel, location, or whatever makes sense for your business using custom tags\u003C/li>\u003Cli>Visualize key metrics from all your data sources in one place\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/z6vJ_NQ3JMU\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/z6vJ_NQ3JMU\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>On the dashboard level you can customize every dashboard you create by:\u003C/p>\u003Cul>\u003Cli>Uploading your logo or your client’s logo\u003C/li>\u003Cli>Creating color schemes that fit your brand colors\u003C/li>\u003Cli>Adding text, headers, and footers\u003C/li>\u003Cli>Changing the icons and colors of your widgets\u003C/li>\u003Cli>Creating custom domains to host and share your dashboards\u003C/li>\u003C/ul>\u003Cp>Thanks to Whatagraph’s powerful no-code data organization:\u003C/p>\u003Cp>✅ Your dashboards look neat and tidy.\u003C/p>\u003Cp>✅ Your clients clearly see the value you are delivering (instead of being overwhelmed with data)\u003C/p>\u003Cp>✅ You can analyze and compare performance any way you want and use these insights to deliver better results for clients.\u003C/p>\u003Ch3>#4. AI chatbot and summaries\u003C/h3>\u003Cp>Busy clients will often go straight for the insights section, sometimes ignoring the rest of the report. \u003C/p>\u003Cp>A problem is that digging out valuable insights from the pile of data takes a lot of time. \u003C/p>\u003Cp>Whatagraph solves this problem with two innovative AI features that save you time. \u003C/p>\u003Cp>\u003Cstrong>AI data chatbot\u003C/strong>: You can ask our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo\" target=\"_blank\" rel=\"noopener noreferrer\">AI chatbot\u003C/a> questions about all your connected data or campaigns in natural language—just like talking to your personal data expert. \u003C/p>\u003Cp>For example, “\u003Ci>What was the total ad spend from Google Ads and LinkedIn Ads in January last year\u003C/i>”?\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_chatbot_15c555681e.png\" alt=\"Dashboard Reporting Tools - AI chatbot in Whatagraph\">\u003C/p>\u003Cp>\u003Cstrong>AI summaries for reports: \u003C/strong>Instead of writing summaries yourself, you can generate \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\" target=\"_blank\" rel=\"noopener noreferrer\">AI report summaries\u003C/a> and add them to your reports using our Text widget. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_summary_c90b9e1ab3.png\" alt=\"Dashboard Reporting Tools - AI summaries in Whatagraph\">\u003C/p>\u003Cp>If needed, you can also edit the AI summary to add more granular insights or personal comments.    \u003C/p>\u003Ch3>#5. Fast and friendly customer support\u003C/h3>\u003Cp>Even with the easiest tool, sometimes you need human help to make sure you’re getting the most out of all the features. \u003C/p>\u003Cp>At Whatagraph, you can reach out to us instantly via live chat on our website or email.\u003C/p>\u003Cp>Our amazing Customer Support team will get back to you within 34 seconds to 4 minutes, and resolve issues within 5 to 24 hours.\u003C/p>\u003Cp>Kim Strickland, Digital Marketing Specialist, at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a>, and one of our most valued customers said:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>\"I've joked about this often—with Whatagraph, we're not paying for a reporting system. We're paying for customer support. There's a level of dedication from the Whatagraph team that you don't often experience anywhere else.”\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Plus, all our pricing plans come with a dedicated Customer Success Manager who will help you:\u003C/p>\u003Cul>\u003Cli>Migrate your data from your current platform\u003C/li>\u003Cli>Set up data connections\u003C/li>\u003Cli>Organize your campaigns and data\u003C/li>\u003Cli>Automate reports\u003C/li>\u003Cli>With anything else that ensures your success\u003C/li>\u003C/ul>\u003Cp>As a result, of all this:\u003C/p>\u003Cp>✅ You are able to fix any bumps in the road on the spot without having to ticket the issue with developers and wait for your turn. \u003C/p>\u003Cp>✅ Your transition to Whatagraph is smooth and painless.\u003C/p>\u003Cp>✅ You can rest assured that you are getting the most our of Whatagraph for your money.\u003C/p>\u003Ch3>#6. Security and compliance\u003C/h3>\u003Cp>Not using a secure marketing dashboard platform puts your businesses to several risks. These range from compliance violations and sensitive data exposure to operational downtimes and damaged reputation. \u003C/p>\u003Cp>\u003Cstrong>User data security is one of the pillars of Whatagraph. \u003C/strong>\u003C/p>\u003Cp>We are ISO 27001 certified and GDPR compliant.\u003C/p>\u003Cp>At all times, you have control over the data Whatagraph has access to and the transactions that occur, and you can request us to delete all your personal data any time.\u003C/p>\u003Cp>We've also built our systems from the ground up to align with the best practices in security and data protection:\u003C/p>\u003Col>\u003Cli>Access to information resources is granted according to an individual’s role and the data classification. Each employee uses a unique password with a minimum of 8-10 symbols to log into their account, which is secured with 2-step verification. To ensure the highest level of data protection, passwords must be changed to a new one every 6 months.\u003C/li>\u003Cli>We encrypt data using AES-256 encryption.\u003C/li>\u003Cli>We obtain your data through third-party data integrations and create backup copies. These copies are retained for a specified period or until they are no longer relevant, after which they are deleted.\u003C/li>\u003Cli>We offer Enterprise-SSO on all pricing plans.\u003C/li>\u003C/ol>\u003Cp>Plus, all of our services run in the cloud. We do not host or run our own routers, load balancers, DNS servers, or physical servers.\u003C/p>\u003Cp>Instead, we use Google Cloud Platform and Amazon Web Services to process your data. \u003C/p>\u003Cp>These organizations have excellent compliance and regulatory audits, including SOC 1/2-3, PCI-DSS, and ISO27001.\u003C/p>\u003Cp>As a result of these security measures:\u003C/p>\u003Cp>✅ Your business data is safe from cyber threats both in transit and at rest.\u003C/p>\u003Cp>✅ Your reputation as an agency is protected from the negative consequences of data breaches. \u003C/p>\u003Cp>✅ The chances of downtime and financial loss as a result of data breaches is minimal.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>55+ native integrations\u003C/li>\u003Cli>Custom integrations through Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Versatile drag-and-drop widgets for reports and dashboards\u003C/li>\u003Cli>Custom metrics, dimensions, and data blends\u003C/li>\u003Cli>Currency conversions\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Export to Excel and CSV\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing via email\u003C/li>\u003Cli>Links to live dashboards\u003C/li>\u003Cli>No-code data transfer to BigQuery and Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Whatagraph Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Whatagraph has a simple user interface that is easy to navigate even for those who don't have analytical skills.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8605558\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“What I like best about Whatagraph is having the ability to create reports fast and easy. No more spreadsheets to do reports, they have a great variety of templates.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8142673\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>All-in-one marketing performance monitoring and reporting solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Stunning visual reports\u003C/li>\u003Cli>Makes results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Can be expensive for small agencies (under 10 employees) and freelancers\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities.\u003C/p>\u003Cp>You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Reach out to us\u003C/a> for a custom pricing plan, just for you.\u003C/p>\u003Ch2>2. ThoughtSpot\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for:\u003C/strong> Growing businesses and enterprises\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=JwKPvFPVsRY\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/JwKPvFPVsRY\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Cbr>\u003Ca href=\"https://www.thoughtspot.com/\" target=\"_blank\" rel=\"noopener noreferrer\">ThoughtSpot’s\u003C/a> AI-augmented dashboards allow you to gain personalized, real-time insights, helping you curate powerful data stories. And with \u003Ca href=\"https://www.thoughtspot.com/product/ai-analyst\" target=\"_blank\" rel=\"noopener noreferrer\">Spotter\u003C/a>, as your AI Analyst, users can ask complex questions about their data and gain instant visualizations. With an intuitive search-driven interface, you can create interactive visualizations that help you see trends, patterns, and insights as they unfold. \u003C/p>\u003Cp>Another advantage is that you can drill into your visualizations without any pre-defined drill path, making it fast and easy to explore and analyze your data from any angle, all in real-time. \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Real-time, dynamic data visualizations\u003C/li>\u003Cli>Apply filters, drill down, and explore different aspects of your data\u003C/li>\u003Cli>AI-powered search for instant insights\u003C/li>\u003Cli>‘Change analysis’ and ‘AI Highlights’ to detect unusual trends and patterns\u003C/li>\u003Cli>Automated alerts on key KPIs. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>ThoughtSpot’s reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“I like the way our team gets the data we need without a data expert. ThoughtSpot’s search function makes it easy to just type in a question and get answers right away. No complex querys and no waiting. It saves us so much time.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/thoughtspot/reviews/thoughtspot-review-10927654\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“ThoughtSpot's AI-driven highlights are a game-changer, providing valuable insights with minimal effort. The platform's user-friendly interface makes it incredibly easy to create detailed dashboards, even for those without a technical background. The real-time insights ensure that our team is always working with the most up-to-date information, which significantly enhances our decision-making process.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/thoughtspot/reviews/thoughtspot-review-10800532\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“ThoughtSpot is the most user-friendly BI platform I've used. As with all BI platforms there's some setup and architecture considerations to consider and roll out, but once in place it's intuitive and far easier to navigate than competitors.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/thoughtspot/reviews/thoughtspot-review-10517793\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>The self-service analytics experience makes data exploration intuitive.\u003C/li>\u003Cli>With automated AI insights, business users can easily identify important trends.\u003C/li>\u003Cli>Real-time data, AI-augmented dashboards for faster decision-making.\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Occasional bugs in connectors\u003C/li>\u003Cli>Initial steep learning curve for advanced analytics features\u003C/li>\u003Cli>Underutilized TML\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>ThoughtSpot Pricing\u003C/strong>\u003C/p>\u003Cp>ThoughtSpot offers flexible pricing models designed to meet the unique needs of different businesses and enterprises. Here’s a quick breakdown of each plan:\u003C/p>\u003Cul>\u003Cli>The Essential plan—starts at $62.5/user/month\u003C/li>\u003Cli>The Pro plan—custom pricing\u003C/li>\u003Cli>The Enterprise plan—custom pricing\u003C/li>\u003C/ul>\u003Ch2>3. Metrics Watch\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Freelancers, small businesses, and boutique agencies\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/metrics_watch_17f7bee1bd.png\" alt=\"metrics_watch.png\">\u003C/p>\u003Cp>Metrics Watch is an \u003Ca href=\"https://metricswatch.com/\" target=\"_blank\" rel=\"noopener noreferrer\">email-based solution\u003C/a> for sending marketing reports to team members and clients.\u003C/p>\u003Cp>It pulls KPIs from popular marketing platforms like Google Search Console, LinkedIn Ads, and Mailchimp, automatically compiles the data, and sends the report directly to your recipient’s inbox.\u003C/p>\u003Cp>This means you don’t need any third-party tools like Looker Studio or even PDFs. You can immediately send emails or automate them to go out on a daily, weekly, or monthly basis. \u003C/p>\u003Cp>There’s also the option to preview reports before they are sent.\u003C/p>\u003Cp>To make your life easier, Metrics Watch also offers ready-made templates that you can get started with. \u003C/p>\u003Cp>You can also white-label these reports by uploading your logo, choosing color schemes, and sending reports from your name and email address.\u003C/p>\u003Cp>However, Metrics Watch doesn’t offer advanced data organization features like data blends or custom metrics and dimensions (Whatagraph does). There is a very basic filter to segment your data, but that’s where it ends.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>12 integrations\u003C/li>\u003Cli>Report templates\u003C/li>\u003Cli>White-labeling features\u003C/li>\u003Cli>API batch reporting\u003C/li>\u003Cli>Basic data filters\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Metrics Watch Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Metrics Watch helps me automate reporting for a number of clients who need data on everything from Analytics, to Ads, to performance reporting.” \u003C/i>(\u003Ca href=\"https://www.capterra.com/p/161025/Metrics-Watch/reviews/Capterra___4585864/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“As a boutique marketing agency, MetricsWatch has served our needs and simplified our reporting so far. We might need more customization as we expand though.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/161025/Metrics-Watch/reviews/Capterra___4821580/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“We’d also like to see blended metrics, for example, ROAS, but for FB Ads + Google Ads.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/161025/Metrics-Watch/reviews/Capterra___4821580/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Easy to set up and easy to use\u003C/li>\u003Cli>Affordable\u003C/li>\u003Cli>Helpful customer support\u003C/li>\u003C/ul>\u003Cp>Cons\u003C/p>\u003Cul>\u003Cli>Limited integrations\u003C/li>\u003Cli>Limited customization options\u003C/li>\u003Cli>No data organization or transformation features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Metrics Watch Pricing\u003C/strong>\u003C/p>\u003Cp>Metrics Watch offers these pricing plans:\u003C/p>\u003Cul>\u003Cli>Startup: $29/month for 2 reports\u003C/li>\u003Cli>Pro: $100/month for 25 reports, white labeling, and free migration\u003C/li>\u003Cli>Agency: $300/month for 100 reports, white labeling, free migration, and advanced widgets\u003C/li>\u003C/ul>\u003Ch2>\u003Cstrong>4. Looker Studio\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Freelancers and boutique agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/ZBoFvaWr-Dk\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/ZBoFvaWr-Dk\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Google’s free dashboard tool, \u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-alternatives\">Looker Studio\u003C/a>, is a popular choice among marketers — freelancers, and even startup agencies. \u003C/p>\u003Cp>Looker Studio comes with 21 native integrations with Google-based platforms like Google Ads, DV 360, Google Sheets, and Google Analytics. You can also connect to BigQuery, MySQL, and Microsoft SQL servers on Looker.\u003C/p>\u003Cp>Once you connect your data sources, you can use Looker’s drag-and-drop dashboard editor to add:\u003C/p>\u003Cul>\u003Cli>Charts, line bars, pie charts, geo maps, area and bubble graphs, data tables, pivot tables\u003C/li>\u003Cli>Filters and date range controls\u003C/li>\u003Cli>Links and clickable images\u003C/li>\u003Cli>Custom text and images\u003C/li>\u003Cli>Custom styles and color themes\u003C/li>\u003C/ul>\u003Cp>You can then share the dashboard with your team or client, who can view or edit the dashboard on their end.\u003C/p>\u003Cp>The level of details or customizations you can add to your dashboards depends on how well you know the platform.\u003C/p>\u003Cp>However, \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">Looker Studio can be slow\u003C/a>, clunky, and doesn’t come with customer support (unless you buy the Pro plan). \u003C/p>\u003Cp>It also limits you in the number of sources you can blend together. \u003C/p>\u003Cp>Plus, to connect non-native sources, you need third-party connectors, which you need to buy separately.  \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>21 native connectors (free)\u003C/li>\u003Cli>1000+ “partner” connectors (paid)\u003C/li>\u003Cli>Drag-and-drop report builder\u003C/li>\u003Cli>Data blends\u003C/li>\u003Cli>Custom images and text\u003C/li>\u003Cli>Custom styles and color schemes\u003C/li>\u003Cli>Mobile app\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Looker Studio Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“I love the way you can present data from multiple sources in one report. I also love the ability to blend different tables and show the information in one chart.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-9927001\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Unfortunately, connectors break quite regularly and reports containing a lot of data can take a lengthy time to load.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-10260381\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Looker studio needs more report downloading options such as Word and PDF.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-10031868\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Free (up to a point)\u003C/li>\u003Cli>A huge range of data visualization formats and options\u003C/li>\u003Cli>Easy to use for basic reports\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Slow loading\u003C/li>\u003Cli>Connection breakages and inaccurate data\u003C/li>\u003Cli>Limited report-sharing options (no Word, Sheets, or PDFs)\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Looker Studio Pricing\u003C/strong>\u003C/p>\u003Cp>Looker Studio is free for connections with 21 native integrations, which are mostly Google-based platforms.\u003C/p>\u003Ch2>\u003Cstrong>5. Funnel.io\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Enterprises with dedicated data scientist teams\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/R0ks_NsEdjM\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/R0ks_NsEdjM\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/funnel-io-alternatives-and-competitors\">Funnel.io\u003C/a> is a data pipeline tool that pulls data from different sources, transforms it, and ships it to data warehouses, visualization tools, or spreadsheets.\u003C/p>\u003Cp>Funnel has over 500 data connectors with major marketing platforms and CRM systems, such as Hubspot, Salesforce, DV360, and more.\u003C/p>\u003Cp>If you don’t see a connector, you can also import your own data using Google Sheets, or request the Funnel team to build one for you.\u003C/p>\u003Cp>Now, let’s say hello to the first elephant in the room. \u003C/p>\u003Cp>Funnel.io offers dashboards to visualize your key metrics. However, these dashboards are pretty basic and there aren’t a lot of customization or white-labeling options available. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_e6ad04f057.png\" alt=\"funnel.png\">\u003C/p>\u003Cp>Another thing is that Funnel lets you do only basic data transformation tasks. Any advanced data processing tasks, you need to do manually orusing other \u003Ca href=\"https://whatagraph.com/blog/articles/data-transformation-tools\">data transformation tools\u003C/a>.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>500+ integrations\u003C/li>\u003Cli>Custom integrations or Google Sheets data import\u003C/li>\u003Cli>Custom dimensions, metrics, and currency conversions\u003C/li>\u003Cli>“Data Explorer” dashboard for data scientists\u003C/li>\u003Cli>Basic visualization dashboards to view key metrics\u003C/li>\u003Cli>Export to data destinations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Funnel Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Funnel does the work of several people, we now couldn't run our business without it.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9443456\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“What I like most about Funnel is how customizable it is. Within their Data Explorer you can look at the data in any way please and any possible configuration.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9042426\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Takes some time to wrap your head around, and the set up takes some time. Still some bugs in some connectors that haven't been solved after a few months.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9380465\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>A wide range of connections with all major marketing platforms\u003C/li>\u003Cli>Low-code data organization interface\u003C/li>\u003Cli>Fast and helpful customer support team\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Initial steep learning curve\u003C/li>\u003Cli>Occasional bugs in connectors\u003C/li>\u003Cli>Basic native visualization widgets\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Funnel.io Pricing\u003C/strong>\u003C/p>\u003Cp>Funnel.io’s pricing model is based on “flexpoints” which are usage credits to add new data connectors, transform data, and move it to destinations.\u003C/p>\u003Cp>It offers three distinct pricing plans: Starter, Business, and Enterprise.\u003C/p>\u003Cul>\u003Cli>Starter: $1.2 / flexpoint per month. This plan allows you to connect the first 3-5 sources and use 350 flexpoints* for free. It includes 121 core integrations, 3 Core destinations, and the Data Explorer.\u003C/li>\u003Cli>Business: $1.5 / flexpoint per month. Gives you everything in Starter plus 381 additional Business connectors, 37 Business destinations, data source templates, and unlimited workspaces.\u003C/li>\u003Cli>Enterprise: $2.0 / flexpoint per month. The plan designed for organizations operating at scale includes everything in Business plus 11 Enterprise connectors, 1 additional Enterprise destination (Snowflake), data region choice, and technical account management.\u003C/li>\u003C/ul>\u003Cp>But if you need dozens of data sources and destinations, you can expect to pay anywhere between $1500 to $4000 per month.\u003C/p>\u003Ch2>\u003Cstrong>6. Geckoboard\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Medium to large businesses in the Customer Service, Sales, and eCommerce sectors\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/_dW8vkjvzaI\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/_dW8vkjvzaI\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Geckoboard is an online reporting dashboard for Customer Service, Sales, and eCommerce businesses.\u003C/p>\u003Cp>You can connect to 90 data sources, design your dashboard, and share the dashboard with your team members or the company leadership.\u003C/p>\u003Cp>Geckoboard supports major marketing platforms, as well as CRM, Sales, Finance, and eCommerce tools. Some examples include Shopify, Stripe, Dixa, Intercom, and Pipedrive.\u003C/p>\u003Cp>However, some of these integrations (like Safesforce and Zendesk) are only available on pricier “Pro” plans.\u003C/p>\u003Cp>Once you connect your data, you can create three main types of dashboards:\u003C/p>\u003Col>\u003Cli>A blank dashboard (similar to Whatagraph’s)\u003C/li>\u003Cli>TV dashboards for internal presentations\u003C/li>\u003Cli>Mobile dashboards\u003C/li>\u003C/ol>\u003Cp>Still, keep in mind that these dashboards are more suitable for businesses, such as “HR dashboards”, “Inventory dashboards” etc., than for client reporting. \u003C/p>\u003Cp>Another cool feature about Geckoboard is its “KPI notifications” which sends notifications when KPIs trend up or down via Slack.\u003C/p>\u003Cp>However, unlike Whatagraph, you won’t be able to create custom data blends, metrics, and dimensions on Geckoboard. This can be a deal breaker if you’re a large company and you need to organize your scattered data to create easy to read and impactful reports.\u003C/p>\u003Cp>Their dashboards are also quite basic and static with very few customization options. You also can’t ship your data to warehouses on Geckoboard.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>90+ integrations with Customer Service, Sales, Finance, and eCommerce channels\u003C/li>\u003Cli>Drag-and-drop dashboard builder\u003C/li>\u003Cli>KPI notifications\u003C/li>\u003Cli>Slack integration\u003C/li>\u003Cli>Automated email reports\u003C/li>\u003Cli>TV dashboards\u003C/li>\u003Cli>Mobile-friendly dashboards\u003C/li>\u003Cli>Dashboard examples for businesses\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Geckoboard Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“I love how simple it is to use. That you can connect data from so many different sources in an easy way.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6199914/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Connecting the dashboard with the Tv works like a charm.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6487252/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Geckoboard could use more features and options for customization. Compared to other tools like Power BI or Tableau, Geckoboard didn't have as many advanced tools for analyzing data or changing how things looked. I wished I could make more complicated charts and do special calculations.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6275638/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Easy to use and set up\u003C/li>\u003Cli>A wide variety of integrations\u003C/li>\u003Cli>Great customer service\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Can be pricey if you want to add more dashboards\u003C/li>\u003Cli>Limited customization options for dashboards\u003C/li>\u003Cli>No advanced calculations, blends, and custom metrics and dimensions supported\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Geckoboard Pricing\u003C/strong>\u003C/p>\u003Cp>Geckoboard’s pricing is based on the number of dashboards and the number of users.\u003C/p>\u003Cp>There are three pricing plans:\u003C/p>\u003Cul>\u003Cli>Essential: $149/month for 5 dashboards, 3 users, 1 TV share, and core data sources\u003C/li>\u003Cli>Pro: $199/month for 5 dashboards, 10 users, 3 TV shares, and pro data sources\u003C/li>\u003Cli>Scale: $699/month for 30 dashboards, 25 users, 10 TV shares, pro data sources, and a dedicated Support rep\u003C/li>\u003C/ul>\u003Ch2>\u003Cstrong>7. Klipfolio\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Large data teams at companies and large agencies\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_2547d5fe7e.png\" alt=\"klipfolio.png\">\u003Cbr> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/klipfolio-alternatives-and-competitors\">Klipfolio\u003C/a> is a data analytics and business intelligence tool in one. It offers two key products:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>PowerMetrics\u003C/strong>: Suitable for data teams at large companies, this is a data analytics solution to centralize, standardize, and share accurate metrics throughout the organization. Non-data teams can then use these certified metrics for their dashboards and reporting needs.\u003Cbr> \u003C/li>\u003Cli>\u003Cstrong>Klips\u003C/strong>: These are your regular data visualization dashboards and reports. Klips integrates with 130+ platforms and you can also use a Rest/URL option for custom integrations.\u003C/li>\u003C/ol>\u003Cp>PowerMetrics is the “data heart” of Klipfolio. With it, you can not only connect all your data sources, but also:\u003C/p>\u003Cul>\u003Cli>Create a curated metric catalog for other business teams with access control and governance features\u003C/li>\u003Cli>Enable self-serve analysis and AI insights\u003C/li>\u003Cli>Store data in one place—either in your data warehouse, semantic layer, or in PowerMetrics itself\u003C/li>\u003Cli>Share transformed and unified metrics with anyone in the organization\u003C/li>\u003C/ul>\u003Cp>All this is designed to speed up decision-making and reduce ad hoc requests to data teams—if you have a dedicated data team in the first place.\u003C/p>\u003Cp>However, when it comes to creating dashboards, Klipfolio also comes with a steep learning curve requiring CSS skills to customize your dashboard themes. \u003C/p>\u003Cp>The number of dashboards you can have depends on your pricing plan. \u003C/p>\u003Cp>The third thing we don’t like is that you need to configure Klips in different environment, outside the dashboard. \u003C/p>\u003Cp>Whatagraph still remains undefeated in terms of user-friendliness.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>130+ integrations including warehouses, SQL databases, and file-sharing services\u003C/li>\u003Cli>Data blending, unifying, aggregating\u003C/li>\u003Cli>Custom metrics and dimensions\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Custom dashboards and reports\u003C/li>\u003Cli>Export dashboards as PDF or image files. Export only individual clips as CSV\u003C/li>\u003Cli>Scheduled reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Klipfolio Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Klipfolio has a user-friendly interface. It can be easily connected with databases, Excel sheets, and Google sheets which makes data integration very smooth and easy.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-8171459\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“I love the full range of capabilities that are possible when building a Klipfolio dashboard (specifically with their Klips product).” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-6924085\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Every time I contact support I get the impression that I am bothering them. I will not be renewing this platform because I do not feel valued as a customer.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-10028175\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Easy to use and set up\u003C/li>\u003Cli>Powerful data analytics and organization options\u003C/li>\u003Cli>AI insights to help make data-driven decisions\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Expensive with important features only available as add-ons or in Enterprise plans\u003C/li>\u003Cli>Limited customization for dashboards and templates\u003C/li>\u003Cli>Unhelpful customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Klipfolio Pricing\u003C/strong>\u003C/p>\u003Cp>Klipfolio offers three pricing plans for two of their products: PowerMetrics and Klips.\u003C/p>\u003Cp>Here are the plans for PowerMetrics:\u003C/p>\u003Cul>\u003Cli>30-day free trial\u003C/li>\u003Cli>Professional: $300/month for 10 users and unlimited metrics.\u003C/li>\u003Cli>Enterprise: Custom pricing for 10 users, unlimited metrics, and priority support.\u003C/li>\u003C/ul>\u003Cp>It’s also important to note that important features like data warehouse integrations, AI insights, and custom domains are only available as add-ons, unless you purchase the Enterprise plan.\u003C/p>\u003Cp>Klips’ pricing is further divided into plans for businesses and for agencies.\u003C/p>\u003Cp>Here are the plans for businesses:\u003C/p>\u003Cul>\u003Cli>Grow: $190/month for 15 dashboards and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>Team: $350/month for 30 dashboards and 15 min data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>Team+: $690/month for 60 dashboards and up to the minute data refresh rate. Includes priority support and custom onboarding\u003C/li>\u003C/ul>\u003Cp>There are also plans for agencies:\u003C/p>\u003Cul>\u003Cli>Agency Lite: $190/month for 20 dashboards, 20 clients, and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>Agency Pro: $420/month for 40 dashboards, 40 clients, and 30-min data refresh rate. No custom onboarding available.\u003C/li>\u003Cli>Agency Premier: $1025/month for 70 dashboards, 70 clients, and 30-min data refresh rate.\u003C/li>\u003C/ul>\u003Cp>Side note: On Whatagraph, you can get unlimited dashboards, unlimited clients, 30-min data refresh rate, priority support, and custom onboarding on ALL our plans. \u003Ca href=\"https://whatagraph.com/book-a-call\">Reach out to us\u003C/a> for a pricing plan just for you.\u003C/p>\u003Ch2>\u003Cstrong>8. Domo\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Data teams and tech-savvy marketing teams\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/domo_8661b181e5.png\" alt=\"domo.png\">\u003C/p>\u003Cp>Domo is a cloud-based business intelligence platform that marketers can use to manage data, automate reporting, and deliver fast insights that fuel data-driven decisions.\u003C/p>\u003Cp>More skilled users can use Domo to create business apps and dashboards, and integrate real-time data from any source.\u003C/p>\u003Cp>The platform is designed to be a one-stop data experience solution for executives across departments, from sales to marketing to engineering and HR. \u003C/p>\u003Cp>Such versatility is made possible by over 1,000 data source connectors. Domo has native data visualizations, self-service reporting, and embedded analytics.\u003C/p>\u003Cp>However, Domo comes with a steep learning curve, which makes top dashboard customization features available only to true experts. \u003C/p>\u003Cp>Also, sharing dashboards and cards with clients can be challenging, as there’s no option to see how the dashboard looks from the end-user perspective. \u003C/p>\u003Cp>\u003Cstrong>Domo Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Domo has transformed how we use, interpret, analyze, synthesize, and make the most of our data. It really has been a gamechanger that has made us more data-empowered.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-9810603\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“I love that we can bring in data from a variety of sources and have it all tie together.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-9813502\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Domo has a steep learning curve for new users and integrating it with niche third-party tools can be challenging.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-9815446\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Data and workflow apps - pre-built, low-code, or full-code\u003C/li>\u003Cli>Drag-and-drop report and dashboard builder\u003C/li>\u003Cli>1,000 on-premise and cloud connectors\u003C/li>\u003Cli>Data transformation and ETL\u003C/li>\u003Cli>Embedded analytics\u003C/li>\u003Cli>Mobile app\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Easy-to-use interface\u003C/li>\u003Cli>Real-time data access\u003C/li>\u003Cli>Wide choice of visualizations\u003C/li>\u003Cli>Large number of connectors\u003C/li>\u003Cli>Mobile access\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Steep learning curve despite user-friendly user interface\u003C/li>\u003Cli>It might require some SQL knowledge\u003C/li>\u003Cli>Performance issues with large datasets\u003C/li>\u003Cli>Costly additional features\u003C/li>\u003Cli>Limited report scheduling options\u003C/li>\u003Cli>Potential downtime issues due to cloud-based infrastructure\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Domo Pricing\u003C/strong>\u003C/p>\u003Cp>Domo pricing is not publicly available, so you’d have to ask their sales team for a quote.\u003C/p>\u003Cp>However, the pricing is based on the overall usage of the platform and factors such as data storage, data refresh rates, the number of users, the volume of data queries, etc. Newly registered users get a 30-day trial.\u003C/p>\u003Ch2>\u003Cstrong>9. Databox\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Boutique agencies and small businesses\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/VgTaU9QZ5vQ\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/VgTaU9QZ5vQ\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/databox-alternatives-and-competitors\">Databox\u003C/a> is a data reporting and analytics platform for growing businesses.\u003C/p>\u003Cp>You can integrate with 100+ software tools, and bring in custom data through Google Sheets or Excel.\u003C/p>\u003Cp>Then, you can visualize this data directly on Databox using pre-built metrics and templates.\u003C/p>\u003Cp>Databox has a notification system via Slack, email, or app updates, that alerts you when the performance trends up or down on your tracked metrics.\u003C/p>\u003Cp>You can also save important benchmark groups to track your metrics over time, or compare them with industry standards.\u003C/p>\u003Cp>However, Databox users say the platform is clunky and has an unappealing user interface.\u003C/p>\u003Cp>Also, ashboards on Databox are not linked – which means you’ll need to edit them one by one rather than in batch. This can be very time-consuming if you need to tweak dozens of similar reports for clients. \u003C/p>\u003Cp>On Whatagraph, you can edit them in one-go, saving you massive time.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>100+ integrations\u003C/li>\u003Cli>Native visualization dashboards and reports\u003C/li>\u003Cli>Dashboard and report templates\u003C/li>\u003Cli>Slack, email, or in-app alerts\u003C/li>\u003Cli>KPI benchmark groups\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Databox Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Databox makes it simple to interact with data in ways you never thought possible.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-9589243\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“I'm not sure what has happened with the customer support team at Databox but they are fairly unresponsive these days.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-7852264\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>\"After 2 years I left. Templates always break, individual metrics always break, lack of good support.\"\u003C/i> (\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-9826095\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Easy to use\u003C/li>\u003Cli>Wide variety of integrations\u003C/li>\u003Cli>Interactive data\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Slow customer support\u003C/li>\u003Cli>Bugs and lag issues\u003C/li>\u003Cli>Broken metrics and templates\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Databox Pricing\u003C/strong>\u003C/p>\u003Cp>Databox offers five different pricing plans as of October 2024:\u003C/p>\u003Cul>\u003Cli>Free: Limited to 3 users, data sources, and dashboards. No custom metrics, data calculations, or report automation available.\u003C/li>\u003Cli>Starter: $341/month for 50 data sources, 5 users, and unlimited dashboards.\u003C/li>\u003Cli>Professional: $451/month for 50 data sources, 15 users, and unlimited dashboards. Includes custom metrics and data calculations.\u003C/li>\u003Cli>Growth: $681/month for 50 data sources, and unlimited users and dashboards.\u003C/li>\u003Cli>Premium: $999/month for 100 data sources, and unlimited users and dashboards.\u003C/li>\u003C/ul>\u003Cp>White-labeling and “guided onboarding” is also only available as an add-on on Databox ($250 and $500 per month respectively). In contrast, these are included in all of Whatagraph’s pricing plans.\u003C/p>\u003Ch2>10. Cyfe\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Boutique SEO agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/J-oNiUJPS0Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/J-oNiUJPS0Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Cyfe is a business dashboard app and reporting platform that helps you easily monitor your business data from one place and make better decisions.\u003C/p>\u003Cp>You can pull data from 100+ integrations including social media, email, SEO, and sales and finance tools. You can also bring in custom data via .CSV, Google Sheets, SQL, private URL, or push API.\u003C/p>\u003Cp>To build visualizations, you can start from their dashboard templates or pre-built widgets. The platform also comes with “Embedded Analytics” where you can take an entire dashboard or a widget and embed it to emails, webpages, or applications.\u003C/p>\u003Cp>For SEO managers, Cyfe offers a built-in keyword ranking tool which allows you to automatically monitor website rankings across Yahoo, Google, and Bing. This is similar to AgencyAnalytics’ Rank Tracker tool.\u003C/p>\u003Cp>The unique thing about Cyfe is that it supports 15 languages, including Korean, Turkish, and French.\u003C/p>\u003Cp>However, Cyfe does not come with any advanced data calculations or organization features, nor can you transfer data to warehouses or other destinations.\u003C/p>\u003Cp>Another big big disadvantage of Cyfe is that there is no centralized data management space. Instead, you need to connect or select a source for each individual widget. \u003C/p>\u003Cp>Also, there’s no way to create new templates just to duplicate a report for another client.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>100+ integrations\u003C/li>\u003Cli>A wide library of dashboard templates\u003C/li>\u003Cli>Embedded analytics\u003C/li>\u003Cli>Custom and pre-build widgets\u003C/li>\u003Cli>Built-in keyword tracking tool\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cyfe Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“It's very easy to create your dashboard and populate it with widgets from different data sources like social media, email marketing software, CRM, or just custom data in a spreadsheet.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/225437/Cyfe/reviews/Capterra___3501029/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The dashboards were very limited on customization and creating calculated fields.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/225437/Cyfe/reviews/Capterra___3427496/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Support really sucks. This never used to be the case BTW.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/225437/Cyfe/reviews/GetApp___4272740/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Easy to use and set up\u003C/li>\u003Cli>Wide range of integrations\u003C/li>\u003Cli>Affordable price\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Incorrect data on widgets\u003C/li>\u003Cli>Poor customer service\u003C/li>\u003Cli>Limited customization and data transformation features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cyfe Pricing\u003C/strong>\u003C/p>\u003Cp>Cyfe offers five pricing plans:\u003C/p>\u003Cul>\u003Cli>Starter: $19/month for 2 dashboards and 1 user\u003C/li>\u003Cli>Standard: $29/month for 5 dashboards and 2 users\u003C/li>\u003Cli>Pro: $49/month for 10 dashboards and 5 users\u003C/li>\u003Cli>Premier: $89/month for 20 dashboards and unlimited users\u003C/li>\u003Cli>Agency: $150+/month for 100 dashboards, 15 users, 10 clients, and white-labeling features\u003C/li>\u003C/ul>\u003Ch2>\u003Cstrong>11. Tableau\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Data teams at large enterprises\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tableau_1a2e98efe3.png\" alt=\"Dashboard Reporting Tools - Tableau\">\u003C/p>\u003Cp>Tableau is an AI-powered business intelligence and \u003Ca href=\"https://whatagraph.com/blog/articles/best-marketing-analytics-tools\">marketing analytics tool\u003C/a>. It offers business forecasts, analyzes strategies, and allows for data-driven decisions.\u003C/p>\u003Cp>You can use the drag-and-drop builder to choose from various chart types, color palettes, and formatting options to create interactive dashboards without extensive technical expertise. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/tableau-reporting-tools\">Tableau\u003C/a> provides strong analytics capabilities, including support for advanced calculations, statistical functions, and predictive modeling. \u003C/p>\u003Cp>Marketers can perform complex data analysis, uncover trends, and identify opportunities for optimization using features such as trend lines, forecasting, and clustering.\u003C/p>\u003Cp>Tableau offers comprehensive customer support services, including training, consulting, and technical support, to assist users with implementation and optimization.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>90+ integrations\u003C/li>\u003Cli>Custom metrics and dimensions\u003C/li>\u003Cli>Data blending\u003C/li>\u003Cli>Drag-and-drop dashboard interface\u003C/li>\u003Cli>AI-powered insights\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Tableau Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Tableau allows me to create my own structured data from a lot of unstructured data.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-8779662\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Tableau has an uncanny ability to transform complex data into visually stunning and easily understandable representations.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10000770\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Tableau can be costly, particularly for startups.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10178593\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Powerful data analytics and visualization\u003C/li>\u003Cli>Easy to use and implement\u003C/li>\u003Cli>Seamless data integrations\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Can be expensive if you need advanced features\u003C/li>\u003Cli>Takes a lot of time to load large datasets\u003C/li>\u003Cli>All the preprocessing of the data (data cleaning) has to be done beforehand. Data cleaning cannot be done in Tableau\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Tableau Pricing\u003C/strong>\u003C/p>\u003Cp>Tableau offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>Viewer: $35/user/month, billed annually\u003C/li>\u003Cli>Explorer: $70/user/month, billed annually\u003C/li>\u003Cli>Creator: $115/user/month, billed annually\u003C/li>\u003C/ul>\u003Ch2>\u003Cstrong>12. Microsoft Power BI\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Business analysts in SMBs and freelancers\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/yKTSLffVGbk\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/yKTSLffVGbk\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Microsoft Power BI is a business intelligence software suite that includes apps, services, and \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">data connectors\u003C/a>. It is a cloud-based dashboard tool that you can use you to combine data from multiple sources into a single data set.\u003C/p>\u003Cp>You can use Power BI, on the other hand, creates beautiful visualizations, including interactive charts, graphs, maps, and custom visuals from the Power BI community. \u003C/p>\u003Cp>Power BI is highly scalable and can handle large volumes of data and complex analytics workloads. \u003C/p>\u003Cp>It connects to a range of data sources, including Microsoft products (such as Dynamics 365 and Azure), databases (SQL Server, Oracle, MySQL, etc.), cloud services (Google Analytics, Salesforce, etc.), and many others. \u003C/p>\u003Cp>An interesting Power BI feature is natural language querying. You can ask questions about your data in plain language and the tool answers by giving you relevant visualizations and insights. \u003C/p>\u003Cp>On the other hand, direct integrations are limited to 59 apps, and most users notice that Power BI works best with other Microsoft platforms such as Microsoft Edge and Office 365.\u003C/p>\u003Cp>Although a capable data analysis tool, Power BI has an even steeper learning curve than Looker Studio. \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>100+ integrations\u003C/li>\u003Cli>AI-powered insights and “Co-pilot”\u003C/li>\u003Cli>Data transformation and unification\u003C/li>\u003Cli>Native visualization dashboard and reports\u003C/li>\u003Cli>Shareable reports with other Microsoft services, including Teams, PowerPoint, Excel, and Power Platform\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Power BI Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“For anyone already used to the Microsoft ecosystem, PowerBI delivers a combination of a user-friendly interface and powerful analytics.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/microsoft-microsoft-power-bi/reviews/microsoft-power-bi-review-10255453\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Power bi has a eye catchy user interface and tons of customizing options.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/microsoft-microsoft-power-bi/reviews/microsoft-power-bi-review-9387350\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The DAX (Data Analysis Expressions) which is used to creating complex calculations in Power Bi need a deep learning curve for the new users.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/microsoft-microsoft-power-bi/reviews/microsoft-power-bi-review-10307792\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Power BI Pricing\u003C/strong>\u003C/p>\u003Cp>Power BI offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>Pro: $10/user/month\u003C/li>\u003Cli>Premium: $20/user/month\u003C/li>\u003Cli>Power BI in Microsoft Fabric: Custom pricing\u003C/li>\u003C/ul>\u003Ch2>\u003Cstrong>13. Grow.com\u003C/strong>\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Data analysts at medium to large enterprises\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/lr9YOHIFVEE\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/lr9YOHIFVEE\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Grow is a no-code full-stack business intelligence platform that combines ETL, data warehousing, and visualizations on one platform.\u003C/p>\u003Cp>You can connect to 75 data sources through native integrations, including popular CRM platforms, marketing analytics tools, databases, and accounting software.\u003C/p>\u003Cp>Then, you can prepare and organize your data using either noSQL or SQL transformations. This includes custom calculations, data blends, and advanced data filters.\u003C/p>\u003Cp>Also, Grow stores your data automatically on its platform, so you don’t need to ship it to a third-party data warehouse. \u003C/p>\u003Cp>You can create three types of dashboards on Grow:\u003C/p>\u003Cul>\u003Cli>Dynamic dashboards which display data based on who is logged into the account.\u003C/li>\u003Cli>Dashboard Blueprints which are pre-built, single data source dashboards\u003C/li>\u003Cli>Custom & Sandbox dashboards which show blended data sources and metrics\u003C/li>\u003C/ul>\u003Cp>These dashboards have powerful filtering options based on date, number, or categorical logic.\u003C/p>\u003Cp>You can then share them through emails, shareable URLs, Slack, TV mode, or tables of raw and transformed data.\u003C/p>\u003Cp>Grow uses APIs to import data seamlessly from data sources, and it continually refreshes the data so your metrics are up-to-date and reliable.\u003C/p>\u003Cp>However, Grow is more suitable for internal data storage and monitoring rather than for external reports. Their dashboards are very nitty-gritty which can overwhelm clients or the C-Suite.\u003C/p>\u003Cp>Also, we hear regular complaints about lot of manual work needed to overhaul dashboards with the latest functions. \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>75 native integrations\u003C/li>\u003Cli>Built-in data storage\u003C/li>\u003Cli>SQL or non-SQL based data transformations\u003C/li>\u003Cli>Customizable dashboards\u003C/li>\u003Cli>Advanced data analytics and predictive modeling\u003C/li>\u003Cli>Real-time data updates\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Grow Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“As an analyst, I have recently started working on this tool and this is by far the best. It helps me to create powerful data visualisation as well as to gain insight from that data.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/grow-com/reviews/grow-com-review-9111547\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The interface could be better and overall user experience creates lag sometimes.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/grow-com/reviews/grow-com-review-9100726\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The back end seems quite complex to work so really need an IT expert to do the set up, but once it's working it's great for users.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/grow-com/reviews/grow-com-review-9452423\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros and Cons\u003C/strong>\u003C/p>\u003Cp>Pros:\u003C/p>\u003Cul>\u003Cli>Inuitive, easy to use interface\u003C/li>\u003Cli>24/7 customer support\u003C/li>\u003Cli>No-code data pipelines, storage, and visualizations\u003C/li>\u003C/ul>\u003Cp>Cons:\u003C/p>\u003Cul>\u003Cli>Occasional lags\u003C/li>\u003Cli>Expensive\u003C/li>\u003Cli>Slow performance when dealing with large volumes of data\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Grow Pricing\u003C/strong>\u003C/p>\u003Cp>Grow doesn’t share their pricing publicly.\u003C/p>","2024-11-26T16:32:32.075Z","2025-04-03T07:00:11.927Z","2024-11-26T16:33:16.540Z","2024-11-26",{"id":1094,"title":1095,"slug":1096,"summary":1097,"body":1098,"read_time":21,"createdAt":1099,"updatedAt":1100,"publishedAt":1101,"errors":31,"table_of_contents":32,"dateReorder":1102},2338,"10 Best Fivetran Competitors in 2025 [Full Comparison Table]","fivetran-competitors","\u003Cp>On paper, Fivetran is a capable data-moving tool, but it can be unreliable and expensive, while their customer support can take ages to respond. If you’re looking to move away, you’re at the right place.\u003C/p>\u003Cp>In this article, we’ll take you through:\u003C/p>\u003Cul>\u003Cli>Top issues with Fivetran\u003C/li>\u003Cli>10 best Fivetran competitors\u003C/li>\u003Cli>Key features and pricing of each tool\u003C/li>\u003C/ul>","\u003Cp>With more than 400 data connectors under the hub, Fivetran appears to be great for aggregating scattered data into data warehouses, data lakes, and databases. \u003C/p>\u003Cp>Yet online users may disagree. They say Fivetran is:\u003C/p>\u003Cp>\u003Cstrong>❌ Buggy\u003C/strong>: Fivetran suffers from frequent connector breakdowns, even with common sources such as Facebook Page and Google Play Store. Customers with large data volumes report issues with syncs, while the resolution timelines are always in question. According to users, the downtimes sometimes last for days, even weeks.\u003C/p>\u003Cp>\u003Cstrong>❌ Limited\u003C/strong>: Most connectors limit what you can transfer. There’s no way to select specific tables or collections. Fivetran is strictly a “data-moving” tool with no built-in visualization options. To visualize your data, you need to A) move your data to a warehouse and B) connect it to Looker Studio, Tableau, or another BI tool and create a report there. \u003C/p>\u003Cp>\u003Cstrong>❌ Expensive\u003C/strong>: Many users complain about the price, which is often called “extreme” and “not flexible”. Total costs are often unclear, so you may end up with unexpected charges due to the usage-based Monthly Active Rows model.   \u003C/p>\u003Cp>\u003Cstrong>❌ Missing AI insights: \u003C/strong>You need to visualize connected data in another tool to analyze it or have a data expert do it for you in Fivetran. \u003C/p>\u003Cp>\u003Cstrong>❌ Lacking in customer support:\u003C/strong> Even critical issues sometimes take days to resolve. There appears to be little proactive monitoring, so users must discover and report connector issues themselves. Users complain about follow-up promises that are never fulfilled or non-technical support staff providing generic responses. \u003C/p>\u003Cp>— — — \u003C/p>\u003Cp>Sounds familiar? We get you.\u003C/p>\u003Cp>In this article, we’ll take you through the 10 best Fivetran competitors and alternatives that will rarely break on you, cost less and come with great customer support.\u003C/p>\u003Ch2>\u003Cstrong>10 Best Fivetran Alternatives and Competitors in 2025\u003C/strong>\u003C/h2>\u003Cp>In a nutshell, here are the best Fivetran alternatives we’ll talk about in this article. \u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>Supermetrics\u003C/li>\u003Cli>Funnel.io\u003C/li>\u003Cli>Tableau\u003C/li>\u003Cli>Power My Analytics\u003C/li>\u003Cli>Klipfolio\u003C/li>\u003Cli>Adverity\u003C/li>\u003Cli>Improvado\u003C/li>\u003Cli>Domo\u003C/li>\u003Cli>Datorama (Marketing Cloud Intelligence)\u003C/li>\u003C/ol>\u003Cp>You already know what features you’re looking for? Compare them in our table:\u003C/p>\u003Cp>[table id=16]\u003C/p>\u003Cp>Let’s dive into each of these tools.\u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Medium to large marketing agencies with 10+ employees\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is going to be the best Fivetran alternative in 2025 (and well beyond). It's an all-in-one marketing data platform that makes it ridiculously easy to collect, monitor, and report on your marketing data.\u003C/p>\u003Cp>So why is Whatagraph the first on our list?\u003C/p>\u003Cp>Because it’s the only tool that covers the entire data journey — from connecting data and transforming it to visualization and sharing.\u003C/p>\u003Cp>Here’s how Whatagraph works:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Data collection\u003C/strong> — You connect your \u003Ca href=\"https://whatagraph.com/integrations\">data sources and channels\u003C/a> in a few clicks. Your data flows in automatically and refreshes every 30 minutes. \u003C/li>\u003Cli>\u003Cstrong>Data management\u003C/strong> — You can organize your data sources by teams, accounts, clients, locations, and currencies. \u003C/li>\u003Cli>\u003Cstrong>Data transformation\u003C/strong> — You prepare your data for analysis. Unify metric and dimension names, create custom metrics and dimensions, or blend data sources. All this is done in a user-friendly point-and-click environment without writing a single line of code. \u003C/li>\u003Cli>\u003Cstrong>Data visualization\u003C/strong> — Visualize your organized data using drag-and-drop chart widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a>. Create \u003Ca href=\"https://whatagraph.com/blog/articles/white-label-marketing-tools\">white-labeled reports\u003C/a> with custom logos, color schemes, and domains. With Whatagraph, you don’t need to export your data to another data visualization or BI tool. Create professional-looking reports and dashboards in the same platform where you connect and transform your data. \u003C/li>\u003Cli>\u003Cstrong>Data sharing & transfer \u003C/strong>— Share links to live dashboards and send periodic reports as scheduled PDF emails. Export report or chart data into Excel spreadsheets. Set up data transfers to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> without any coding.\u003C/li>\u003C/ol>\u003Cp>Last but not least, if you ever get stuck at any of these steps, you can type your problem immediately into our live chat box, and our customer support specialists will respond in under 3 minutes. \u003C/p>\u003Cp>Our team did extensive research on how Whatagraph compares against Fivetran and found that it overperforms it in these 5 critical areas:\u003C/p>\u003Ch3>1. More stable all-in-one platform\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Hero_Marketing_Reporting_Software_1c7d334d86.png\" alt=\"Hero_Marketing_Reporting_Software.png\">\u003C/p>\u003Cp>Fivetran integrates data from various sources to various destinations. From there, you can visualize your data in Looker Studio or a BI tool.\u003C/p>\u003Cp>Stability is the first requirement for any data pipeline or integration tool. \u003C/p>\u003Cp>This is especially critical if getting data from sources to client-ready dashboards requires using several platforms, as is the case with Fivetran. \u003C/p>\u003Cp>In other words, you’d expect such a tool to be the foundation of your data stack. \u003C/p>\u003Cp>Unfortunately, customers aren't too happy with Fivetran’s reliability, as we've seen with many complaints in this area.  \u003C/p>\u003Cp>For example, \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-6885357\" target=\"_blank\" rel=\"noopener noreferrer\">one user says\u003C/a> that they lost “\u003Ci>who knows how much time and money because the data tables don't line up properly.\u003C/i>”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/First_the_data_integirtu_7757bfbfeb.png\" alt=\"First the data integirtu.png\">\u003C/p>\u003Cp>Another user complains about \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-8280307\" target=\"_blank\" rel=\"noopener noreferrer\">connectors (providers) breaking off\u003C/a>, but also about how slow Fivetran can get:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Providers_break_8ba10724e1.png\" alt=\"Providers break.png\">\u003C/p>\u003Cp>With Whatagraph, on the other hand, you don't need to send your data to a warehouse in order to visualize it… in a third tool. \u003C/p>\u003Cp>Everything from connecting your data to cleaning it to visualizing and sharing it takes place in one platform. This means:\u003C/p>\u003Cul>\u003Cli>There are fewer chances of data inconsistencies, connection issues, or breakages.\u003C/li>\u003Cli>Your data is safe, secure, and organized on one platform.\u003C/li>\u003Cli>You don’t need to jump from one platform to another.\u003C/li>\u003Cli>You don’t need to learn how to use new tools.\u003C/li>\u003C/ul>\u003Cp>Plus, the integrations we provide at Whatagraph are fully managed. This means they’re more seamless, stable, and reliable.\u003C/p>\u003Cp>And our Product engineers regularly maintain these integrations, so you don’t have to.\u003C/p>\u003Cp>Fully-managed integrations also mean if there are bugs, we can resolve them quickly without having a third-party company involved. You won’t run into situations where you open up a report and all the data is broken.\u003C/p>\u003Cp>Whatagraph also offers a 30-minute consistent data refresh rate across all your sources, so you’ll always see fresh and accurate data on your reports. \u003C/p>\u003Cp>Actually, according to data from the past 6 months, we have a 99.95% uptime. This means system outages are very rare. \u003C/p>\u003Cp>Our current users love how seamless, stable, and simple the data connection process is. Here’s \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8068613\">what one of them said on G2.com\u003C/a>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_makes_it_b736d28236.png\" alt=\"Whatagraph makes it.png\">\u003C/p>\u003Ch3>2. Native report and dashboard builder\u003C/h3>\u003Cp>When you need to report on data with Fivetran, you first need to move it to a warehouse and then use a third-party visualization tool. This adds an unnecessary layer of complexity and requires your team to learn three platforms instead of one. \u003C/p>\u003Cp>For example, \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">Looker Studio is not only slow\u003C/a> but also has a steep learning curve, especially for non-tech-savvy users. It can take anywhere from 1 to 3 hours to create a performance report from scratch. \u003C/p>\u003Cp>Many ex-Looker Studio users told us that they eventually had to hire a data scientist to edit and maintain their reports.\u003C/p>\u003Cp>In contrast, we built Whatagraph to be incredibly easy and simple.\u003C/p>\u003Cp>Anyone from your team can easily log into Whatagraph and start connecting data and creating reports immediately. \u003C/p>\u003Cp>You create ONE dashboard and that doubles down as a report. And you can add widgets inside the report as you go.\u003C/p>\u003Cp>Building your first report is easy. You can either:\u003C/p>\u003Col>\u003Cli>Start from a blank page and use our \u003Ca href=\"https://help.whatagraph.com/en/articles/8056783-3-adding-widgets-to-a-report\">drag-and-drop widgets\u003C/a> to add metrics onto the dashboard.\u003C/li>\u003Cli>Use one of our ready-made report templates or \u003Ca href=\"https://whatagraph.com/dashboard-examples\">dashboard examples\u003C/a>.\u003C/li>\u003Cli>Use our \u003Ca href=\"https://whatagraph.com/blog/articles/smart-builder-reports\">Smart Builde\u003C/a>r to instantly create dashboards for your favorite marketing channels (e.g. Google Analytics 4, Google Ads).\u003C/li>\u003C/ol>\u003Cp>This video shows you how to do it:\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/688c4764ca694cfea127ba5d4c92698d?sid=c1c71263-4a9f-4d84-9aac-adb673161c29\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>You can then add metrics to your report in 5 different ways:\u003C/p>\u003Col>\u003Cli>Build your own metrics and drag-and-drop them onto the dashboard\u003C/li>\u003Cli>Drag-and-drop pre-made metrics onto the dashboard\u003C/li>\u003Cli>Widget templates\u003C/li>\u003Cli>Offline data\u003C/li>\u003Cli>Use Smart Builder\u003C/li>\u003C/ol>\u003Cp>For new users, we always recommend starting from pre-made widgets, which makes life easier and is much faster. You don’t need to write any codes or work with any spreadsheets — just drag and drop on your dashboard, and that’s it.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/fivetran_competitors_23_2c0c484d60.gif\" alt=\"Fivetran Competitors - Drag-and-drop widgets on Whatagraph\">\u003C/p>\u003Cp>But just because they’re pre-made, doesn’t mean they’re not customizable. You can still:\u003C/p>\u003Cul>\u003Cli>Adjust or rename the metric\u003C/li>\u003Cli>Change or remove icons\u003C/li>\u003Cli>Apply custom formulas (e.g. data blends)\u003C/li>\u003Cli>Change date ranges\u003C/li>\u003Cli>Change currencies\u003C/li>\u003Cli>Add or hide footers\u003C/li>\u003Cli>Customize the colors of each widget\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/widget_options_4d04b03804.png\" alt=\"widget options.png\">\u003C/p>\u003Cp>If that’s not enough, you can also create custom widgets and save them as “templates” to re-use them the next time. These widgets are also fully responsive. You can \u003Ca href=\"https://www.loom.com/share/913d97e1f38c4b39a54b5d9262f8a618\" target=\"_blank\" rel=\"noopener noreferrer\">resize them\u003C/a> however you want—horizontally and vertically.\u003C/p>\u003Cp>Want to make your widgets “pop” more? You can add any icons you’d like from our icon library:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/widget_icon_abb10fd692.png\" alt=\"widget icon.png\">\u003Cbr>Whatagraph also comes with thoughtful design features that make your user experience smooth as butter. You can:\u003C/p>\u003Cp>✅ Link reports together and edit in bulk (instead of one by one)\u003C/p>\u003Cp>✅ Add different “tabs” to one report to show performance for each channel or campaign\u003C/p>\u003Cp>✅ Insert or delete rows anywhere on your report\u003C/p>\u003Cp>✅ Change your report orientation as Portrait or Landscape\u003C/p>\u003Cp>We covered a lot of customization options but these are just the tip of the iceberg of what you can do with Whatagraph. If you’d like to learn more, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a call\u003C/a> with us and we’ll show you exactly how we can help.\u003C/p>\u003Ch3>3. AI chatbot and actionable insights\u003C/h3>\u003Cp>Fivetran doesn't support AI insights. This means you need to either visualize data in another tool or ask a data analyst to extract insights from the data. \u003C/p>\u003Cp>Whatagraph solves this problem with two innovative AI features that save you time. \u003C/p>\u003Cp>\u003Cstrong>AI data chatbot\u003C/strong>: You can ask our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo\" target=\"_blank\" rel=\"noopener noreferrer\">AI chatbot\u003C/a> questions about all your connected data or campaigns in natural language—just like talking to your personal data expert. \u003C/p>\u003Cp>For example, “\u003Ci>What was the total ad spend from Google Ads and LinkedIn Ads in January last year\u003C/i>”?\u003C/p>\u003Cp>The best thing is that you don't even have to create a report. \u003C/p>\u003Cp>You can connect your sources and ask straight away!\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_chat_455c68ec04.png\" alt=\"Fivetran Competitors - AI chat in Whatagraph\">\u003C/p>\u003Cp>\u003Cstrong>AI summaries for reports: \u003C/strong>Instead of writing summaries yourself, you can generate \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\" target=\"_blank\" rel=\"noopener noreferrer\">AI report summaries\u003C/a> and add them to your reports using our Text widget. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_summary_78d508d48d.png\" alt=\"Fivetran Competitors - AI summary in Whatagraph\">\u003C/p>\u003Cp>If needed, you can also edit the AI summary to add more granular insights or personal comments.    \u003C/p>\u003Ch3>4. Straightforward pricing and more cost-effective\u003C/h3>\u003Cp>Fivetran has a pay-per-use pricing model, but it doesn’t publicly share its prices. It says that as the volume of data increases, the cost per row goes down. \u003C/p>\u003Cp>However, in reality, Fivetran is notorious for trumping up the cost with little transparency as to what caused the increase. \u003C/p>\u003Cp>One of the common user complaints is that it’s hard to predict \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-8698473\" target=\"_blank\" rel=\"noopener noreferrer\">how much the service will cost\u003C/a> at the end of the month. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/A_recurring_concern_98699811fd.png\" alt=\"A recurring concern.png\">\u003C/p>\u003Cp>On the other hand, Whatagraph’s pricing is straightforward.\u003C/p>\u003Cp>We offer three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities.\u003C/p>\u003Cp>You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>This way, you know exactly what you’re paying for. \u003C/p>\u003Cp>Whichever pricing plan you choose, you get:\u003C/p>\u003Cp>✅ 55+ fully-managed integrations\u003C/p>\u003Cp>✅ Custom integrations via APIs, Google Sheets, and BigQuery\u003C/p>\u003Cp>✅ Unlimited dashboards and reports\u003C/p>\u003Cp>✅ A consistent data refresh rate of 30 mins\u003C/p>\u003Cp>✅ Data transfer to BigQuery and Looker Studio\u003C/p>\u003Cp>✅ Dedicated Customer Success Manager\u003C/p>\u003Cp>✅ Fast customer support (<1 min first response time) via live chat and email\u003C/p>\u003Ch3>5. Dedicated customer support\u003C/h3>\u003Cp>While doing our own research for this article it became clear that Fivetran users’ complaints often have this pattern: unreliable connectors > slow customer support that takes weeks to solve the issue > unclear billing practices. \u003C/p>\u003Cp>A user who titled his review “\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-5130737\" target=\"_blank\" rel=\"noopener noreferrer\">Tool for developers mostly\u003C/a>” summed it up:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/response_e157bc0ad4.png\" alt=\"response.png\">\u003C/p>\u003Cp>Having your data sources breaking on you is bad enough, even if the fix comes in quickly.\u003C/p>\u003Cp>And with Fivetran, that’s not the case. \u003C/p>\u003Cp>There are reports of delays that go on for days or even weeks for critical issues.\u003C/p>\u003Cp>With the lack of proactive monitoring, it’s not rare that users themselves discover and report connector issues.\u003C/p>\u003Cp>Also, \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-4198787\" target=\"_blank\" rel=\"noopener noreferrer\">support quality reportedly declines\u003C/a> after contracts are signed.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_is_not_scalable_31718caa43.png\" alt=\"Fivetran is not scalable.png\">\u003C/p>\u003Cp>This G2 user says that Fivetran works extremely well with low-volume data sources, like Google Sheets, however, \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-7827147\" target=\"_blank\" rel=\"noopener noreferrer\">that can’t be said for the customer support\u003C/a>. \u003C/p>\u003Cp>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Extremely_opaque_c5e654a068.png\" alt=\"Extremely opaque.png\">\u003C/p>\u003Cp>On Whatagraph, customer support is one of the pillars of our product. \u003C/p>\u003Cp>If you need any help, you can reach out to our amazing Customer Support team instantly via the live chat on our website.\u003C/p>\u003Cp>We respond to inquiries within 4 minutes and resolve issues within 24 hours.\u003C/p>\u003Cp>Our more advanced plans also come with a dedicated Customer Success Manager who will help you:\u003C/p>\u003Cul>\u003Cli>Set up data connections\u003C/li>\u003Cli>Organize your campaigns, data, clients, and locations\u003C/li>\u003Cli>Blend data sources and create custom metrics and dimensions\u003C/li>\u003Cli>Set up your reports and dashboards\u003C/li>\u003Cli>Anything else that ensures your success\u003C/li>\u003C/ul>\u003Cp>Want to learn more? \u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call\u003C/a> and tell us exactly how we can help you.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>55+ native integrations\u003C/li>\u003Cli>Custom integrations through Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Versatile drag-and-drop widgets for reports and dashboards\u003C/li>\u003Cli>Custom metrics, dimensions, and data blends\u003C/li>\u003Cli>Currency conversions\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Export to Excel and CSV\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing via email\u003C/li>\u003Cli>Links to live dashboards\u003C/li>\u003Cli>No-code data transfer to BigQuery and Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Whatagraph Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Whatagraph has a simple user interface that is easy to navigate even for those who don't have analytical skills.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8605558\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>What I like best about Whatagraph is having the ability to create reports fast and easy. No more spreadsheets to do reports, they have a great variety of templates.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8142673\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>All-in-one marketing performance monitoring and reporting solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Stunning visual reports\u003C/li>\u003Cli>Makes results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Can be expensive for small agencies (under 10 employees) and freelancers\u003C/li>\u003C/ul>\u003Ch2>2. Supermetrics\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Enterprises with dedicated data scientist or engineering teams\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=8u7N-06j8dw\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/8u7N-06j8dw\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-competitors-and-alternatives\">Supermetrics\u003C/a> is a data integration tool that pulls marketing data from over 150 platforms, like Google Analytics 4, HubSpot, and Facebook Ads, into data warehouses and BI tools like Big Query, Snowflake and Looker Studio.\u003C/p>\u003Cp>Unlike Fivetran, which requires some technical expertise to set up, Supemetrics is a no-code platform that everyone can use right out of the box. \u003C/p>\u003Cp>Through automated normalization flows, Supermetrics helps you eliminate inconsistencies and redundancies from your data, cleaning it before you move it somewhere else. \u003C/p>\u003Cp>You can define how you want your data to appear through “Custom Fields”. For example, you can create new metrics or modify the existing ones. Custom metrics and dimensions are also available on Fivetran, but you need to set up transformation rules via SQL/dbt.\u003C/p>\u003Cp>Supermetrics also lets you blend data from different marketing platforms, so you can get a unified view of your performance.\u003C/p>\u003Cp>However, while in Whatagraph you can combine sources and create rules by just following simple steps, on Supermetrics, you need a data scientist to set up data mapping and transformations.\u003C/p>\u003Cp>Similar to Fivetran, Supermetrics doesn’t have the native visualization layer. \u003C/p>\u003Cp>A big difference is that Supermetrics has a direct connector to Looker Studio, while with Fivetran, you need to move data to a warehouse first and then connect it to a visualization tool. \u003C/p>\u003Cp>The problem is that in both cases, you depend on another reporting tool. \u003C/p>\u003Cp>That means third party connectors which can never be as reliable as direct or native integrations. And in the case of Looker Studio, you quickly run into its limitations when you try to scale the volume of data and number of sources.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>150+ integrations\u003C/li>\u003Cli>Data transfers to business intelligence tools, spreadsheets, and data warehouses\u003C/li>\u003Cli>Native data storage layer called “Supermetrics Storage”\u003C/li>\u003Cli>Automated normalization, custom fields, data blending, and data enrichment rules\u003C/li>\u003Cli>Ad budget tracking\u003C/li>\u003Cli>Real-time and retroactive reporting\u003C/li>\u003Cli>User, role, and access management\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/supermetrics_0d4b3115ac.png\" alt=\"supermetrics.png\">\u003C/p>\u003Cp>\u003Cstrong>Supermetrics Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“It is a very useful which allows me to combine data across sources, so instead of exporting raw data for each source and merge using excel formula, I can do it automatically using Supermetrics.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10253748\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The tool promises a robust series of direct connectors; however, the connectors rarely update without breaking.“\u003C/i> (\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-5136456\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“By far the worst thing is their support. They have set up AI chatbot that automatically closes request without resolving them. There is no way to get to human and no way to resolve some issues by ourselves.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-9673225\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Simple and easy to use\u003C/li>\u003Cli>Automated no-code data transfers\u003C/li>\u003Cli>Historical data easy to retrieve\u003C/li>\u003Cli>Great for extracting data to BI or ML platforms\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Loading data to multiple destinations is not available with a single pricing plan\u003C/li>\u003Cli>Adding more data sources requires buying more connectors\u003C/li>\u003Cli>Looker Studio connector can get slow when connected to multiple ad accounts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Supermetrics Pricing\u003C/strong>\u003C/p>\u003Cp>Supermetrics offers pricing plans based on the final destination and the number of data sources you want to connect. However, for most plans, you must contact their sales to get quotes.\u003C/p>\u003Ch2>3. Funnel.io\u003C/h2>\u003Cp>\u003Cstrong>Most suitable fo\u003C/strong>r: Enterprises with dedicated data scientist teams\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=R0ks_NsEdjM\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/R0ks_NsEdjM\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/funnel-io-alternatives-and-competitors\">Funnel\u003C/a> is a solid choice for any large business looking for \u003Ca href=\"https://whatagraph.com/blog/articles/data-pipeline\">a data pipeline tool\u003C/a>. It pulls data from scattered sources, transforms it, and sends it to data warehouses, BI tools, or spreadsheets.\u003C/p>\u003Cp>With a little over 500 data connectors (vs. Fivetran’s 300) to popular marketing platforms and CRM systems like HubSpot, Salesforce, and DV360, Funnel is a highly competitive tool. \u003C/p>\u003Cp>You can import your own data using Google Sheets or request the Funnel team to build a missing connector for you. \u003C/p>\u003Cp>For a long time, Funnel lacked any visualization dashboard. Recently, it got a basic dashboard, but with just a few customization options, it’s still pretty much an internal tool. \u003C/p>\u003Cp>On the other hand, Funnel boasts a powerful Marketing Measurement feature that helps you discover channels and campaigns that drive results, so you can optimize your marketing effort with more confidence.  \u003C/p>\u003Cp>It comes with AI recommendations on where to increase or decrease spend in relation to marginal CPA and ROAS. You can also create “what-if” scenarios to investigate the impact of budget changes for any channel with just a few clicks. \u003C/p>\u003Cp>Another thing where Funnel beats Fivetran is customer support, which users describe as responsive and helpful. \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>500+ integrations\u003C/li>\u003Cli>Custom integrations or Google Sheets data import\u003C/li>\u003Cli>Custom dimensions, metrics, and currency conversions\u003C/li>\u003Cli>“Data Explorer” dashboard for data scientists\u003C/li>\u003Cli>Basic visualization dashboards to view key metrics\u003C/li>\u003Cli>Export to data destinations\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Funnel_2f9b30e8d4.png\" alt=\"Funnel.png\">\u003C/p>\u003Cp>\u003Cstrong>Funnel Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“What I like most about Funnel is how customizable it is. Within their Data Explorer you can look at the data in any way please and any possible configuration. you can create custom metrics and dimensions and any type of filter imaginable.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9042426\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“When you got everything set up, which is kind of a lengthy process, Funnel is inutitive and makes your reporting quick and reliable. Customer support is responsive and friendly.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9380465\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Although the tool is powerful and useful, the incremental price increase makes it a bit harder to sell to our executives, and we need to continuously pause datasources if we no longer use them to save previous flexpoints.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9384992\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>A wide range of connections with all major marketing platforms\u003C/li>\u003Cli>Low-code data organization interface\u003C/li>\u003Cli>Fast and helpful customer support team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Initial steep learning curve\u003C/li>\u003Cli>Occasional bugs in connectors\u003C/li>\u003Cli>Basic native visualization widgets\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Funnel.io Pricing\u003C/strong>\u003C/p>\u003Cp>Funnel bases its price on “flexpoints” which are usage credits you can use to add new data connectors, transform data, and move it to destinations.\u003C/p>\u003Cp>As of December 2024, there are three distinct pricing plans: Starter, Business, and Enterprise.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Starter\u003C/strong> — $1.2 / flexpoint per month. This plan allows you to connect the first 3-5 sources and use 350 flexpoints* for free. It includes 121 core integrations, 3 Core destinations, and the Data Explorer.\u003C/li>\u003Cli>\u003Cstrong>Business\u003C/strong> — $1.5 / flexpoint per month. Gives you everything in Starter plus 381 additional Business connectors, 37 Business destinations, data source templates, and unlimited workspaces.\u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong> —  $2.0 / flexpoint per month. The plan designed for organizations operating at scale includes everything in Business plus 11 Enterprise connectors, 1 additional Enterprise destination (Snowflake), data region choice, and technical account management.\u003C/li>\u003C/ul>\u003Cp>This means a larger agency or business with dozens of data sources and destinations could expect to pay anywhere between $1500 to $4000 per month.\u003C/p>\u003Ch2>4. Tableau\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Data teams at large enterprises\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=7Jl-RwkzqQ4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/7Jl-RwkzqQ4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>If you want to skip the data warehousing altogether and spring right to a powerful data visualization tool, Tableau is a great choice. \u003C/p>\u003Cp>Tableau is a capable business intelligence tool that comes with an intuitive drag-and-drop interface you can use to quickly generate insights and share them as reports with stakeholders. \u003C/p>\u003Cp>Compared to Fivetran, which requires you to move data to a data warehouse and then visualize it in a BI or data visualization tool, with Tableau, you can connect your sources and visualize the data immediately. \u003C/p>\u003Cp>It supports advanced calculations, data blending, statistical functions, and predictive modeling. \u003C/p>\u003Cp>You can analyze complex data in different ways to uncover trends and identify opportunities for optimization using trend lines, forecasting, and clustering. \u003C/p>\u003Cp>If you have no prior experience with Tableau, you can purchase “Success Plans” that include personalized support and training. \u003C/p>\u003Cp>In addition, Tableau is known for a large and active user community called “Tableau Community Forums”, which is a treasure trove of resources, forums, and online training materials.  \u003C/p>\u003Cp>Still, keep in mind that Tableau is an enterprise-grade tool that doesn’t come cheap either. \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>90+ integrations\u003C/li>\u003Cli>Custom metrics and dimensions\u003C/li>\u003Cli>Data blending\u003C/li>\u003Cli>Drag-and-drop dashboard interface\u003C/li>\u003Cli>AI-powered insights\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tableau_a5e8973051.png\" alt=\"tableau.png\">\u003Cbr>\u003Cstrong>Tableau Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“My favorite aspect of Tableau is that it forces me to track my performance by metrics in a more straightforward way. These interactive dashboards let me see my performance at a glance, and identify trends or areas where I need to improve.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10522106\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The drag-and-drop interface of Tableau is user-friendly especially for individuals lacking extensive technical knowledge”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10178593\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Tableau can be costly, particularly for startups. Even with its flexibility, the licensing model still adds costly, especially when you extend usage across teams or a complete company.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10178593\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Powerful data analytics and visualization\u003C/li>\u003Cli>Easy to use and implement\u003C/li>\u003Cli>Seamless data integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Can be expensive if you need advanced features\u003C/li>\u003Cli>Takes a lot of time to load for large datasets\u003C/li>\u003Cli>All the preprocessing of the data (data cleaning) has to be done beforehand. Data cleaning cannot be done in Tableau\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Tableau Pricing\u003C/strong>\u003C/p>\u003Cp>As of December 2024, Tableau offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Viewer \u003C/strong>— $35/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Explorer \u003C/strong>— $70/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Creator \u003C/strong>—\u003Cstrong> \u003C/strong>$115/user/month, billed annually\u003C/li>\u003C/ul>\u003Ch2>5. Power My Analytics\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Data scientists at small businesses and boutique agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=aOqn-1S7u5k\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/aOqn-1S7u5k\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Power My Analytics is a data pipeline and ETL tool (Extract, Transform, Load) that pulls data from 44 digital marketing platforms and sends it to data warehouses, visualization and BI tools, and spreadsheets. \u003C/p>\u003Cp>The main advantage of Power My Analytics over Fivetran is that you don’t need any coding to use it. This makes it more suitable for marketers and non-technical users. \u003C/p>\u003Cp>You can use it to blend data from multiple sources, create custom metrics, and dimensions through Looker Studio. With Fivetran, on the other hand, all transformations are done post-load, within a destination using SQL or tools like dbt. \u003C/p>\u003Cp>Users on G2.com also praise Power My Analytics’ user-friendly interface. Power My Analytics is also less expensive than Fivetran with plans starting as low as $14.95/month (for one single source).\u003C/p>\u003Cp>Power My Analytics has a “Data Explorer” dashboard, it’s more suitable for internal reporting and metric tracking, rather than for client reporting. \u003C/p>\u003Cp>If you’d like to white-label or customize your reports, you’ll still need to rely on third-party tools like Looker Studio.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>40+ native connectors\u003C/li>\u003Cli>In-house data storage and warehousing\u003C/li>\u003Cli>Data exporting to visualization tools, warehouses, or spreadsheets\u003C/li>\u003Cli>Report templates available for Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/powermyanalytics_de6dbb2fc3.png\" alt=\"powermyanalytics.png\">\u003C/p>\u003Cp>\u003Cstrong>Power My Analytics Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“The help center is written very well and helped me finish creating the data source of my Amazon Ads.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/power-my-analytics/reviews/power-my-analytics-review-7137311\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“There are preset templates that make it easy to build great insight slides in Google Data Studio.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/power-my-analytics/reviews/power-my-analytics-review-6640376\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“It's a little confusing to understand how to connect up a dashboard template but overall a great experience.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/power-my-analytics/reviews/power-my-analytics-review-7856661\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Easy to use and set up\u003C/li>\u003Cli>Affordable pricing\u003C/li>\u003Cli>Accurate data and stable connections\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Limited number of connectors compared to Supermetrics and Funnel\u003C/li>\u003Cli>No live chat\u003C/li>\u003Cli>Limited templates for visualization\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Power My Analytics Pricing\u003C/strong>\u003C/p>\u003Cp>As of December 2024, Power My Analytics offers four pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Single\u003C/strong> — $14.95/month for 1 source, 1 account, and 1 admin\u003C/li>\u003Cli>\u003Cstrong>Business\u003C/strong> — $39.95/month for 5 sources, 1 account, and 2 admins\u003C/li>\u003Cli>\u003Cstrong>Pro\u003C/strong> — $99.95/month for unlimited sources, 20 accounts, and unlimited admins\u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong> — $295/month for unlimited sources, 20 accounts, and unlimited admins. Comes with your own data warehouse and dedicated representative.\u003C/li>\u003C/ul>\u003Ch2>6. Klipfolio\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Large data teams at companies and large agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=sw7qApKnS8U\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/sw7qApKnS8U\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/klipfolio-alternatives-and-competitors\">Klipfolio\u003C/a> is a data analytics and business intelligence tool in one. It consists of two key products:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>PowerMetrics\u003C/strong>: Most useful for data teams at large companies. It’s a data analytics platform that helps you centralize, standardize, and share accurate metrics within your organization. Non-data teams can then use these unified and standardized metrics in their dashboards and reports.\u003C/li>\u003Cli>\u003Cstrong>Klips\u003C/strong>: You use these to visualize your data in regular dashboards and reports. Klips connect to 130+ platforms with an added option to integrate custom sources using a Rest/URL API.\u003C/li>\u003C/ol>\u003Cp>The main advantage over Fivetran is that Klipfolio comes with a built-in dashboard tool (Klips) that lets you visualize your data without having to export it elsewhere. \u003C/p>\u003Cp>With Klips, you can:\u003C/p>\u003Cul>\u003Cli>Pull data stored on the platform or in the cloud, connect spreadsheets, or write custom visualization queries. \u003C/li>\u003Cli>Visualize selected metrics and complex data.\u003C/li>\u003Cli>Use Excel-style formulas to transform your data, create calculated metrics, and more. \u003C/li>\u003Cli>Build dashboards that refresh data in real time.\u003C/li>\u003C/ul>\u003Cp>Klipfolio users praise the user-friendly interface and drag-and-drop Klips builder.\u003C/p>\u003Cp>Unlike Fivetran’s usage-based pricing, Klipfolio’s subscription-based pricing is more suitable for agencies and SMBs. \u003C/p>\u003Cp>Still, keep in mind that you need to pay for two separate products: PowerMetrics and Klips if you want the full experience. \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>130+ integrations, including warehouses, SQL databases, and file-sharing services\u003C/li>\u003Cli>Data blending, unifying, aggregating\u003C/li>\u003Cli>Custom metrics and dimensions\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Custom dashboards and reports\u003C/li>\u003Cli>Export dashboards as PDF or image files. Export only individual clips as CSV\u003C/li>\u003Cli>Scheduled reports\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Klipfolio_88f90dd112.png\" alt=\"Klipfolio.png\">\u003C/p>\u003Cp>\u003Cstrong>Klipfolio Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“I needed something to convert Google sheets into dashboards to monitor our maintenance logs. Klipfolio we an incredibly intuitive quick solution.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-8226666\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The platform can run a little slow sometimes, particularly when performing complex actions. With Klips, data sources are always fully refreshed when loading up a dashboard, which can drag down the performance when working with multiple data sources at the same time.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-6924085\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“I really dislike their training style. It's costly, and you have to pay a lot for a support ninja to help you. If you're a small company, it can run up your bill fast.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-2162671\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Easy to use and set up\u003C/li>\u003Cli>Powerful data analytics and organization options\u003C/li>\u003Cli>AI insights to help make data-driven decisions\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Expensive with important features only available as add-ons or in Enterprise plans\u003C/li>\u003Cli>Limited customization for dashboards and templates\u003C/li>\u003Cli>Unhelpful customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Klipfolio Pricing \u003C/strong>\u003C/p>\u003Cp>Klipfolio offers three pricing plans for two of their products: PowerMetrics and Klips.\u003C/p>\u003Cp>As of December  2024, here are the plans for PowerMetrics:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>30-day free trial\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Professional\u003C/strong>: $300/month for 10 users and unlimited metrics.\u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong>: Custom pricing for 10 users, unlimited metrics, and priority support.\u003C/li>\u003C/ul>\u003Cp>The Enterprise plan comes with data warehouse integration, AI insights, and custom domains, which are only available as add-ons on the Professional plan. \u003C/p>\u003Cp>Klips’ pricing is further divided into plans for businesses and for agencies.\u003C/p>\u003Cp>As of December 2024, here are the plans for businesses:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Base\u003C/strong> — $90/month for 3 dashboards and 4 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Grow\u003C/strong> — $190/month for 10 dashboards and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Team\u003C/strong> — $350/month for 20 dashboards and 15 min data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Team+\u003C/strong> — $690/month for 60 dashboards and up to the minute data refresh rate. Includes priority support and custom onboarding.\u003C/li>\u003C/ul>\u003Cp>Here are the plans for agencies:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Agency Starter\u003C/strong> — $110/month for 5 dashboards, 5 clients, and 4 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Lite\u003C/strong> — $190/month for 15 dashboards, 15 clients, and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Pro\u003C/strong> — $420/month for 30 dashboards, 30 clients, and 30-min data refresh rate. No custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Premier\u003C/strong> — $1025/month for 80 dashboards, 80 clients, and 30-min data refresh rate.\u003C/li>\u003C/ul>\u003Ch2>7. Adverity\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Data analysts and engineers\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=G_IlN7m2SCc\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/G_IlN7m2SCc\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/adverity\">Adverity\u003C/a> is a no-code data integration platform that you can use to connect scattered data sources, cleanse the data, move it to a destination or share it with your team.\u003C/p>\u003Cp>Apart from data integrations and API-like connectors that process any type of data or format, you can upload custom data through spreadsheets, Excel, JSON, or .xml files.\u003C/p>\u003Cp>With the data on the platform, you can use its transformation engine to clean, normalize, and unify data to prepare it for visualization. \u003C/p>\u003Cp>Similar to Funnel and Power My Analytics, Adverity has a basic “Data Exploration” dashboard, where you can view organized data in charts and graphs. \u003C/p>\u003Cp>However, these dashboards are not replicable, as you need to create every one from scratch. There is not much you can do to customize or white-label them. \u003C/p>\u003Cp>Like Supermetrics, and also Fivetran at one point, you need a third-party visualization tool like Looker Studio to create reports you can share with clients or a wider team. \u003C/p>\u003Cp>However, unlike Fivetran, Adverity is praised for its strong customer support team.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>600+ pre-built connectors\u003C/li>\u003Cli>Custom integrations via spreadsheets, Excel files, .json, or .xml files\u003C/li>\u003Cli>Data transfer to databases and data lakes\u003C/li>\u003Cli>AI-powered data transformation engine\u003C/li>\u003Cli>Built-in data governance\u003C/li>\u003Cli>Data Explorer dashboard\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/adverity_91f2d6c244.png\" alt=\"adverity.png\">\u003C/p>\u003Cp>\u003Cstrong>Adverity Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“What I like about Adverity is its ability to pull data from a wide range of platforms, harmonize, and enrich it, and then push it to a destination of your choice.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10324475\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Consolidation of different APIs was really easy, it was like discovering Datastudio for the first time but it's a bit better.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10629328\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The follow-up on tickets could be better. We have to ask for updates very often and get one every time. This implicates that updates are there, but not being communicated, leaving us craving for info.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-7833595\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No-code ETL transfers\u003C/li>\u003Cli>Predefined data transformation\u003C/li>\u003Cli>A large number of sources and destinations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Difficulty to use and set up\u003C/li>\u003Cli>Basic dashboards and reports\u003C/li>\u003Cli>Even the basic pricing may be too expensive\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Adverity Pricing\u003C/strong>\u003C/p>\u003Cp>Adverity has a custom pricing model. To find out how much it could cost you, you need to fill out a form and book a demo session. However, in 2022, a G2 user revealed that the pricing starts from \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-6827335\" target=\"_blank\" rel=\"noopener noreferrer\">1500 Euros a month\u003C/a>.\u003C/p>\u003Cp>Test use cases we’ve run at Whatagraph show Adverity is at least 50% to 60% more expensive than us, while not including visualization and custom reports.\u003C/p>\u003Ch2>8. Improvado\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Data teams and marketing teams at large companies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=Ie-p1Bx8Kw4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/Ie-p1Bx8Kw4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Improvado is an end-to-end data aggregation platform that connects data from marketing platforms, MarTech tools, and CRMs, transforms it, and moves it to different destinations.\u003C/p>\u003Cp>You can pull data from over 500 channels to standardize and clean it into unified datasets. From there, you can keep your data in a fully managed storage or push it to data visualization tools, data warehouses, or spreadsheets. \u003C/p>\u003Cp>This means that just like with Fivetran, Supermetrics, and Adverity, you need a third-party tool like Looker Studio to visualize your data and prepare it for client-facing reports. \u003C/p>\u003Cp>Improvado gives you a small advantage here, as it offers pre-built dashboards that you can use right away with your visualization tool of choice. This way, you don’t need to spend a lot of time creating reports from scratch. \u003C/p>\u003Cp>Still, implementing Improvado in your organization can take time, and you’ll either need a data engineer or strong coding skills to build dashboards for different use cases. \u003C/p>\u003Cp>Because of this, Improvado is a more suitable tool for enterprises that need a powerful data analytics platform, but it may be overwhelming for marketing agencies and small businesses.\u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>500+ integrations\u003C/li>\u003Cli>Fully-managed data storage\u003C/li>\u003Cli>Unlimited data destinations\u003C/li>\u003Cli>Pre-built dashboards\u003C/li>\u003Cli>AI-driven data transformations\u003C/li>\u003Cli>Marketing attribution\u003C/li>\u003Cli>AI-powered campaign governance\u003C/li>\u003Cli>AI-insights\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_e0b903ab29.png\" alt=\"Improvado.png\">\u003C/p>\u003Cp>\u003Cstrong>Improvado Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Improvado has a lot of out of the box API integrations that help us bring all our data together in 1 place. Adding a new data connection is simple and straight forward.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-7144842\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The set-up takes quite a long time, but once all the sources are added, it becomes much more manageable and less time-intensive.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-10244035\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“There is a steep learning curve, and if you aren't familiar with databases, Excel, and data transformations, this could be a really tough software to implement.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-5205888\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Powerful data analytics\u003C/li>\u003Cli>AI-powered insights\u003C/li>\u003Cli>Helpful customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Can be expensive for small businesses and agencies\u003C/li>\u003Cli>Long implementation time\u003C/li>\u003Cli>Steep learning curve\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Improvado Pricing\u003C/strong>\u003C/p>\u003Cp>Improvado doesn’t share their pricing publicly but from what we can learn from online reviews and blog articles, the total cost can be anywhere between $2,000-$5,000 per month.\u003C/p>\u003Ch2>9. Domo\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for:\u003C/strong> Data teams and tech-savvy marketing teams\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=Qp5Z5y4RELc\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/Qp5Z5y4RELc\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Domo is a cloud-based business intelligence platform that you can use to connect and prepare data, automate reporting, and deliver fast insights that fuel data-driven decisions.\u003C/p>\u003Cp>If you’re skilled enough, you can use Domo to create business apps and dashboards or build data experiences that integrate real-time data from any source.\u003C/p>\u003Cp>Unlike Fivetran, Domo comes with native data visualization, embedded analytics, and self-service reporting. \u003C/p>\u003Cp>These features put Domo as a one-stop data experience solution for executives across departments from sales and finance to marketing, to engineering and HR. Such versatility is supported by over 1,000 data connectors.  \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Data and workflow apps - pre-built, low-code, or full-code\u003C/li>\u003Cli>Drag-and-drop report and dashboard builder\u003C/li>\u003Cli>1,000 on-premise and cloud connectors\u003C/li>\u003Cli>Data transformation and ETL\u003C/li>\u003Cli>Embedded analytics\u003C/li>\u003Cli>Mobile app\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/domo_6ef2a84eec.png\" alt=\"domo.png\">\u003C/p>\u003Cp>\u003Cstrong>Domo Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Domo provides options that cater to all data proficiency levels across the product offering, typically a pro full code level, code-less drag and drop function gui, and no code option for novices or very simple tasks.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-10372975\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“You won't see much of the themes and creative visuals here. Only limited themes are there which can make almost all the dashboards/apps look similar.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-10254316\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Products have become more buggy since the introduction of app studio in April of 2024. Training is good for the core product but it is difficult to find education on new products/tools.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-10039657\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Easy-to-use interface\u003C/li>\u003Cli>Real-time data access\u003C/li>\u003Cli>Wide choice of visualizations\u003C/li>\u003Cli>Large number of connectors\u003C/li>\u003Cli>Mobile access\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Steep learning curve despite user-friendly user interface\u003C/li>\u003Cli>It might require some SQL knowledge\u003C/li>\u003Cli>Performance issues with large datasets\u003C/li>\u003Cli>Costly additional features\u003C/li>\u003Cli>Limited report scheduling options\u003C/li>\u003Cli>Potential downtime issues due to cloud-based infrastructure\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Domo Pricing\u003C/strong>\u003C/p>\u003Cp>Domo has a free 30-day trial and three pricing plans, but pricing is not publicly available. You have to ask their sales team for a quote. The pricing is based on the overall usage of the platform and factors such as data storage, data refresh rates, the number of users, the volume of data queries, etc.\u003C/p>\u003Ch2>10. Datorama (Marketing Cloud Intelligence)\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Marketers and data teams at large companies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=_9Z2cOMHNDw\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/_9Z2cOMHNDw\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/datorama\">Datorama\u003C/a> is a cloud-based, automated marketing intelligence platform that helps users combine, onboard, and visualize data.\u003C/p>\u003Cp>Owned by Salesforce and rebranded as Marketing Cloud Intelligence, this platform helps large systems integrate data from all their marketing platforms, build reports, and generate in-depth insights into their marketing efforts.\u003C/p>\u003Cp>You can use it to connect cross-channel data to a single dashboard and analyze it for more informed actions. As primarily a marketing intelligence platform, Marketing Cloud Intelligence helps you simplify the marketing data analysis processes.\u003C/p>\u003Cp>Although the pricing plan for small businesses starts at $1,500, MCI still has an edge over Fivetran because it can prepare and visualize data natively. \u003C/p>\u003Cp>\u003Cstrong>Key Features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Advanced data management capabilities\u003C/li>\u003Cli>Media planning and media buying optimization\u003C/li>\u003Cli>Workflow builder\u003C/li>\u003Cli>Viewer-facing filters\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/datorama_22b7d6de1d.png\" alt=\"Fivetran Competitors - Datorama\">\u003C/p>\u003Cp>\u003Cstrong>Datorama Reviews from Real Users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Salesforce Marketing Cloud Intelligence is very easy to use and very easy to implement. It has multiple features that can be integrated. I frequently use this platform. And also it gives great customer support.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/salesforce-marketing-cloud-intelligence-formerly-datorama/reviews/salesforce-marketing-cloud-intelligence-formerly-datorama-review-10280162\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>A large number of data sources and destinations\u003C/li>\u003Cli>Advanced data exploration features\u003C/li>\u003Cli>AI-powered tools\u003C/li>\u003Cli>KPI-oriented insights\u003C/li>\u003Cli>Commendable customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Bit more complex to use\u003C/li>\u003Cli>Requires some SQL knowledge to maximize usefulness\u003C/li>\u003Cli>Expensive for most potential users\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Marketing Cloud Intelligence Pricing\u003C/strong>\u003C/p>\u003Cp>As of December 2024, Marketing Cloud Intelligence comes in four pricing plans: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Starter Suite\u003C/strong> — $25/user/month, dynamic email marketing and analytics, out-of-the-box sales processes, seamless customer service, simplified storefront builder.\u003C/li>\u003Cli>\u003Cstrong>Pro Suite\u003C/strong> — $100/user/month,  in Starter plus enhanced, real-time chat, greater customization and automation, sales quoting and forecasting, and access to AppExchange. \u003C/li>\u003Cli>\u003Cstrong>Marketing Cloud Growth Edition\u003C/strong> — $1500/org/month, Agentforce campaigns, multi-channel journeys, forms and landing pages.\u003C/li>\u003Cli>\u003Cstrong>Marketing Cloud Advanced Edition\u003C/strong> — $3250/org/month, Agentforce campaigns and AI scoring, path experimentation, unified conversational sms.\u003C/li>\u003C/ul>","2024-12-17T16:03:49.652Z","2025-06-24T05:11:48.606Z","2024-12-17T22:07:18.354Z","2024-12-17",{"id":1104,"title":1105,"slug":1106,"summary":1107,"body":1108,"read_time":21,"createdAt":1109,"updatedAt":1110,"publishedAt":1111,"errors":31,"table_of_contents":32,"dateReorder":1112},2339,"How to Create a KPI Report: Complete Guide [+Free Template]","kpi-report","\u003Cp>The best way to get on the same page with your clients? Agree on the KPIs you're going to track and improve. In this article, we explain how to create a KPI report, which KPIs to focus on, and how to track them effectively. \u003C/p>","\u003Cp>At the end of the day, your clients are interested in one thing only — results. \u003C/p>\u003Cp>However, in marketing, results don’t come overnight, so you must show them that you’re making progress every step of the way.\u003C/p>\u003Cp>Easier said than done — especially if you run several campaigns on different channels, like paid ads, emails, and socials, while at the same time optimizing their content for organic search. \u003C/p>\u003Cp>The data that you collect can be overwhelming. \u003C/p>\u003Cp>But will clients find any of it valuable? What if you chose the wrong KPIs to track? How to create KPI reports that clients understand? \u003C/p>\u003Cp>We asked 12 digital marketers:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/brandonrollins/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Brandon Rollins\u003C/strong>\u003C/a>, Founder & CEO of \u003Ca href=\"https://pangeamarketing.us/\" target=\"_blank\" rel=\"noopener noreferrer\">Pangea Marketing Agency\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/joey-randazzo-b81ab5b3/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Joey Randazzo\u003C/strong>\u003C/a>, CEO of \u003Ca href=\"https://www.portlandseogrowth.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Portland SEO Growth Partners\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/castroerika/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Erika Castro\u003C/strong>\u003C/a>, Growth Marketing Manager @ \u003Ca href=\"https://www.erikacastro-morrison.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Erika Castro-Morrison\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/tom-jauncey\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Tom Jauncey\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"http://www.nautilusmarketing.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">Nautilus Marketing\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/stef-oosterik-931754145/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Stef Oosterik\u003C/strong>\u003C/a>, Quality Manager @ \u003Ca href=\"https://dtchdigitals.com/nl/\" target=\"_blank\" rel=\"noopener noreferrer\">Dtch. Digitals\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/saulmarquez1/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Saul Marquez\u003C/strong>\u003C/a>,  CEO @ \u003Ca href=\"https://www.outcomesrocket.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Outcomes Rocket\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/cheyenneskye/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Cheyenne Skye\u003C/strong>\u003C/a>, Digital Marketing Analyst @ \u003Ca href=\"https://www.noisenewmedia.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Noise New Media\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/thomas-hassett-78502b2aa/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Thomas Hasset\u003C/strong>\u003C/a>, Owner @ TH Results,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/zpittman/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Zach Pittman\u003C/strong>\u003C/a>, Digital Marketing Consultant @ \u003Ca href=\"https://forrestpropertymanagement.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Forrest Property Group\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/trebrandjordan/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Jordan Stevens\u003C/strong>\u003C/a>, Digital Marketing Consultant @ \u003Ca href=\"https://jordanstevens.ca/\" target=\"_blank\" rel=\"noopener noreferrer\">Jordan Stevens\u003C/a>,\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/petermurphylewis/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Peter Murphy Lewis\u003C/strong>\u003C/a>, CEO & CMO @ \u003Ca href=\"https://strategicpete.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Strategic Pete\u003C/a>, and\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/kim-strickland/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Kim Strickland\u003C/strong>\u003C/a>, Digital Marketing Specialist, @ \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a>\u003C/li>\u003C/ul>\u003Cp>…these questions and compiled their insights in this article.\u003C/p>\u003Cp>We’re also going to share a free Google Sheets template for KPI reporting. \u003C/p>\u003Cp>Let’s begin.\u003C/p>\u003Ch2>How to Create a KPI Report: Step-by-Step Guide\u003C/h2>\u003Cp>You can create a KPI report in two ways:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Make a copy of \u003C/strong>\u003Ca href=\"https://docs.google.com/spreadsheets/d/1F21T-bnhaEB_hzXEm9SG_D6DmjLoHkpcsn5krGLDKmI/edit?gid=2043321358#gid=2043321358\">\u003Cstrong>this FREE Google Sheet\u003C/strong>\u003C/a>\u003Cstrong> \u003C/strong>– this is free, but you won't get comprehensive cross-channel insights, and you'll need to spend a lot of time copying and pasting KPI data points.\u003C/li>\u003Cli>\u003Cstrong>Follow the steps below to use Whatagraph\u003C/strong> – this is easy and fast since you don't need to do any manual work. Whatagraph collects, cleans, and visualizes your data automatically.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/KPI_Reporting_Tool_8345afbdec.png\" alt=\"KPI_Reporting_Tool.png\">\u003C/p>\u003Ch3>Step 1: Connect all Your Data \u003C/h3>\u003Cp>Start by pulling the data from all the marketing apps and platforms you’re using for a specific client.\u003C/p>\u003Cp>If you ever tried to connect scattered data with spreadsheets, you know how much time it takes, not to mention the possibility of error. \u003C/p>\u003Cp>With Whatagraph, on the other hand, your job is done in just a few clicks. \u003C/p>\u003Cp>Why? \u003C/p>\u003Cp>Because Whatagraph has fully managed integrations with popular marketing tools.\u003C/p>\u003Cul>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Ahrefs\u003C/li>\u003Cli>Semrush\u003C/li>\u003Cli>Facebook Ads\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Instagram\u003C/li>\u003Cli>YouTube\u003C/li>\u003Cli>Mailchimp\u003C/li>\u003Cli>CallRail\u003C/li>\u003Cli>Salesforce\u003C/li>\u003Cli>HubSpot\u003C/li>\u003C/ul>\u003Cp>And many others.\u003C/p>\u003Cp>These direct integrations are much more reliable than third-party connectors that can slow down your online report or give you inaccurate data as they can refresh at different rates from one another.\u003C/p>\u003Cp>With Whatagraph, you can pull data from scattered sources right into your reports without missing a beat.\u003C/p>\u003Cp>The integrations are developed and maintained by our dedicated team of engineers, so once you connect your accounts, there’s nothing to update or re-connect on your part.\u003C/p>\u003Cp>How to do it:\u003C/p>\u003Cul>\u003Cli>Open Whatagraph, go to Data Sources and select the marketing platforms you need.\u003C/li>\u003Cli>Follow the on-screen prompts to provide the necessary credentials and connect each platform.\u003C/li>\u003Cli>Once integrated, Whatagraph will automatically pull in the latest data, updating in real-time.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/45_direct_Integrations_9b37373e43.png\" alt=\"45+_direct_Integrations.png\">\u003C/p>\u003Cp>What do you get:\u003C/p>\u003Cul>\u003Cli>A centralized view of all your campaign metrics across platforms and tools.\u003C/li>\u003Cli>Accurate and relevant data in every campaign report you send.\u003C/li>\u003C/ul>\u003Ch3>Step 2: Pick a Report Template or Start From Scratch\u003C/h3>\u003Cp>Creating your KPI report from scratch gives you the freedom to structure your report just the way you want it.\u003C/p>\u003Cp>Still, having a template to start with saves a lot of time.\u003C/p>\u003Cp>Especially if you need to report to several clients or stakeholders regularly.\u003C/p>\u003Cp>Whatagraph offers pre-made digital marketing report templates that you can customize for each client.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/create_from_template_7d34ea9cc6.gif\" alt=\"create_from_template.gif\">\u003C/p>\u003Cp>Pick a template as a starting point, and pick the metrics and sections that best present your campaign’s results.\u003C/p>\u003Cp>How to do it:\u003C/p>\u003Cul>\u003Cli>Go to the Templates section in Whatagraph.\u003C/li>\u003Cli>Choose a template that aligns with the specific KPIs you want to display (e.g., audience engagement, cost per lead, conversions).\u003C/li>\u003Cli>Alternatively, select Create New Report to build a report from scratch, choosing only the widgets and metrics that you need.\u003C/li>\u003C/ul>\u003Cp>What you'll get:\u003C/p>\u003Cul>\u003Cli>Faster report building for multiple campaigns and stakeholders.\u003C/li>\u003Cli>You can tailor each report for a specific campaign by highlighting the most relevant data.\u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>Step 3: Customize the Report for a Specific Client\u003C/strong>\u003C/h3>\u003Cp>On Whatagraph, you can quickly customize any KPI report or dashboard template to the specifications given. Once you find a template that is the closest match to your KPIs, you can start tailoring it.\u003C/p>\u003Cp>The first thing you want to make sure here is that you're reporting the KPIs that your client wants to see. \u003C/p>\u003Cp>And where do you get this info? Right at the beginning, from the client onboarding calls and their specific goals. \u003C/p>\u003Cp>Cheyenne Skye, Digital Marketing Analyst at \u003Cstrong>Noise\u003C/strong> \u003Cstrong>New Media\u003C/strong>, says that is one of the first questions whenever they’re onboarding a client:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>There's a ton of metrics that we as marketers look at that would make no sense and probably overwhelm the customers. So we always try to be very specific about what is the client’s goal and then just show the metrics for that.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Let’s just make sure not to miss any steps here:\u003C/p>\u003Cp>✅ \u003Cstrong>Connect the relevant data sources\u003C/strong>: You can load a template with just one source connected, but now you need to add other sources that hold your campaign data.\u003Cbr>✅ \u003Cstrong>Customize metrics and widgets\u003C/strong>: Check out the metric already included in the template and decide if you need to remove some of them, so the stakeholders can really focus just on the important ones.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/edit_widget_82e7ebc44c.gif\" alt=\"edit_widget.gif\">\u003Cbr>For example, if you’re reporting on a TikTok campaign, add Followers Over Time and Likes by Campaign. For a PPC campaign, highlight the ROAS and Keyword Performance.\u003C/p>\u003Cp>Peter Murphy Lewis, CEO & CMO at \u003Cstrong>Strategic Pete\u003C/strong> adds:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>I create a custom layer that tracks key performance indicators specific to each client’s goals. For example, for eCommerce clients, we measure customer lifetime value alongside conversion metrics to showcase long-term impact rather than short-term gains.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>On Whatagraph, you can go one step further and create custom metrics, such as Cost per Lead from Paid or Leads from Organic.\u003C/p>\u003Cp>Also, it's not rare that the metrics you want to use depend on the client's industry.\u003C/p>\u003Cp>Saul Marquez, CEO of \u003Cstrong>Outcomes Rocket\u003C/strong> explains:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>Our healthcare clients often focus on metrics that show patient engagement, lead quality, and brand trust. We make sure that patient engagement is front and center because this is a key indicator of marketing success.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>✅ \u003Cstrong>Choose the appropriate visuals\u003C/strong>: Whatagraph offers different chart options, such as line charts, bar graphs, funnels, and pie charts. If your client prefers a bar chart to a pie chart for a specific metric — nothing easier. Pick the bar chart widget and select the metrics and dimensions you want to see.\u003C/p>\u003Cp>(Hey, did you know you can also create custom charts and save them as template widgets?)\u003C/p>\u003Cp>✅ \u003Cstrong>Arrange the widgets for easy interpretation\u003C/strong>: Always put the most critical KPIs, like Cost per Lead or Campaign Budget, at the top of your report, right next to the Campaign Goals widget.\u003C/p>\u003Cp>Jordan Stevens, Digital Marketing Consultant at \u003Cstrong>Jordan Stevens\u003C/strong>, says the structure of widgets should always follow the story you want to tell:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>What is the main point you want to get across? The content of the report should flow from there. One flow that's useful for a lot of digital marketing projects is to follow your ABCs: Acquisition (how did the traffic arrive), Behaviour (what did the traffic do on your site), and Conversions (did the traffic convert to a lead or sale).\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>The best practice is to group related metrics together, such as engagement metrics (bounce rate, avg. session duration, etc.) and on-page metrics (pageviews, time on site, etc.)\u003C/p>\u003Cp>Before we continue, let’s briefly say a few things about Whatagraph’s proprietary Goal widget.\u003C/p>\u003Cp>You guessed it right: Whatagraph has developed a special Goals widget that is great for tracking progress toward the campaign targets.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/On_track_with_your_marketing_goals_474af3824e.png\" alt=\"On_track_with_your_marketing_goals.png\">\u003Cbr>For example, you can set up the goal to reach 1,000 conversions and track how far you're from achieving that.\u003C/p>\u003Cp>The widget has a visual progress bar that highlights how your digital marketing efforts come up against set business objectives.\u003C/p>\u003Cp>You can create goals on any metrics to break up the monthly marketing performance targets into day-to-day action items.\u003C/p>\u003Ch3>Step 4. Organize Data to Uncover Hidden Insights\u003C/h3>\u003Cp>Let’s quickly sum up what we've done so far:\u003C/p>\u003Cul>\u003Cli>Connect scattered sources - Done ✅\u003C/li>\u003Cli>Pick a template - Done ✅\u003C/li>\u003Cli>Tweak it for your campaign - Done ✅\u003C/li>\u003C/ul>\u003Cp>The problem is that actionable insights are still hidden under a heap of data.\u003C/p>\u003Cp>For Thomas Hasset, owner of \u003Cstrong>TH Results\u003C/strong>, data overload is one of the top challenges:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Every platform speaks a different language, so finding the story within all that noise takes patience. On top of that, clients often want a single “magic number” that’ll tell them everything, and, as we know, there’s no one metric that does it all.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Now you need to get those insights and truly pinpoint the high and low points of your campaign so you can optimize it on the go.\u003C/p>\u003Cp>In other words, you need to \u003Ca href=\"https://whatagraph.com/organize\">Organize\u003C/a> your data.\u003C/p>\u003Cp>But don’t worry, no need to involve data engineers.\u003C/p>\u003Cp>In Whatagraph, you can organize your scattered data so you can get insights in seconds.\u003C/p>\u003Cp>How? In several ways.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics\u003C/strong>: You can unify and change names of different metrics permanently in your report or create a new metric using a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Custom dimensions\u003C/strong>: You can also unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003Cli>\u003Cstrong>Data blending\u003C/strong>: Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">combining different sources\u003C/a> together into one unified data source for getting quicker insights and keeping your dashboard neat.\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>If you ever used two tools – one to connect and prepare your data and one to visualize it – you know what a hassle it is to switch between two workspaces all the time.\u003C/p>\u003Cp>In Whatagraph, everything happens in one workspace. You connect, organize, and visualize data inside your report, and you can see the changes immediately.\u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, you can get actionable insights from your data even faster.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Group 100s of scattered data sources into unified Source Groups in seconds.\u003C/li>\u003Cli>Add \u003Ca href=\"https://youtu.be/2q7DOwIJv-4\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>Visualize your key metrics in one view and easily spot performance trends.\u003C/li>\u003C/ul>\u003Cp>In our recent webinar “\u003Ci>Scale Smarter: How Leading Agencies Win with Data Insights\u003C/i>”, Kim Strickland, Digital Marketing Specialist at \u003Cstrong>Peak Seven\u003C/strong>, reveals how Performance Monitoring helped Peak Seven aggregate their scattered data: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>We work with a lot of franchises, their corporate locations, and then each individual location. The Source Groups have helped us pull all this data together, see all locations, aggregate all of that data not just into a top-down view, but also an individual location view. This made it so much easier to not just communicate with clients but also internally, in finding trends and capitalizing on them. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Skye, on the other hand, shared that our custom tags are an invaluable feature for an agency that markets events of different sizes across the country:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Depending on the size of our events, average results vary quite a bit. And also the geographic location of our clients, because we primarily work with fairs and rodeos. The ability to add tags to specific locations where we can get a performance overview and an average of what a specific location does, and then what a certain size of event does, has been massive. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>For more valuable first-hand tips on data insights, check out the whole webinar:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=wh9zksF_IE4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/wh9zksF_IE4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>Step 5: White-Label the Report with Client Branding\u003C/h3>\u003Cp>In Whatagraph, you can personalize your reports with your client’s brand colors, logo, and custom headings.\u003C/p>\u003Cp>Alternatively, you can apply your agency’s branding so every report you send looks like a part of your agency’s website.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_e4b16c785d.png\" alt=\"white_label.png\">\u003Cbr>This means your clients will immediately recognize your campaign performance report as a part of your brand. You can create a global theme for your agency or create multiple themes on the report and even at the widget level.\u003C/p>\u003Cp>You can also share your \u003Ca href=\"https://whatagraph.com/white-label\">white label reports\u003C/a> on a custom domain and “cut all ties” to Whatagraph as the software provider. The client will be no smarter than to believe you custom-built the whole thing yourself.\u003C/p>\u003Ch3>Step 6. Automate How You Share Your Report\u003C/h3>\u003Cp>The last step is to share your campaign performance reports with your clients or stakeholders.\u003C/p>\u003Cp>You can do this on Whatagraph in three main ways:\u003C/p>\u003Cul>\u003Cli>Share password-protected links to a live report.\u003C/li>\u003Cli>Send reports as automated emails on a regular timetable (e.g. every week, month, …)\u003C/li>\u003Cli>Export as Excel or CSV files.\u003C/li>\u003C/ul>\u003Cp>(Psst. Now you can \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">export data from Whatagraph to Looker Studio\u003C/a> too.)\u003C/p>\u003Ch2>How to Make KPI Reports Engaging for Clients – According to Experts\u003C/h2>\u003Cp>There’s little use in a report if your client doesn’t find it useful or doesn’t see the value of your work. Here’s how to make your reports impactful:\u003C/p>\u003Ch3>1. White-Label Your Reports\u003C/h3>\u003Cp>White-labelling works for you in more ways than you may realize. \u003C/p>\u003Cp>✅ A white-labelled report communicates that you really took the effort to create it instead of using a generic third-party tool (that's what clients think).\u003C/p>\u003Cp>✅ You can use your agency logo on every report you send to boost your brand awareness. In combination with your good work, clients will automatically relate your agency's colors with efficiency and trust. \u003C/p>\u003Cp>✅ Use client's branding and make them feel appreciated. \u003C/p>\u003Cp>✅ Confidentiality. When you remove the third-party branding, clients feel reassured that their data is handled securely in your ecosystem.  \u003C/p>\u003Cp>White labelling is also important if you're after bigger clients. \u003C/p>\u003Cp>Let's take the example of \u003Cstrong>Dtch. Digitals\u003C/strong>, a full-service agency based in the Netherlands that made rebranding\u003Ci>—\u003C/i>down to the last report—a key part of their growth strategy.  \u003C/p>\u003Cp>In 2023, this agency grew rapidly, expanding to over 50 employees and 250 clients. \u003C/p>\u003Cp>Along the way, they realized their identity and operations needed to evolve, too.\u003C/p>\u003Cp>As Stef Oosterik, their Quality Manager, explained, they needed to level up their reporting tech stack to meet the demands of growing team and clients.\u003C/p>\u003Cp style=\"margin-left:0px;\">[quote color-variant=\"2\"]\u003Cbr>\u003Ci>We wanted to make reporting more professional for our clients and ensure it aligned with our rebranding.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>While with their previous reporting software, they could only upload a logo, with Whatagraph, Dtch. Digitals could fully white-label the dashboards and reports to reflect their new branding. \u003C/p>\u003Cp style=\"margin-left:0px;\">[quote color-variant=\"3\"]\u003Cbr>\u003Ci>The look and feel of the reports is way more professional compared to before, Stef noted. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp style=\"margin-left:0px;\">With their old reporting tool, the visuals were static and looked outdated. With Whatagraph, the agency now has sleek, professional reports that match their new identity.\u003C/p>\u003Cp style=\"margin-left:0px;\">Whatagraph's live dashboards, cross-channel insights, and overall intuitive design also made it easier for the Dtch. Digitals team to communicate the results of their marketing campaigns with clients.\u003C/p>\u003Cp style=\"margin-left:0px;\">[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Whatagraph’s reports are now our foundation for discussing results with clients. And thanks to attractive visuals, clients can see the professionality behind our agency, Stef concluded. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp style=\"margin-left:0px;\">In fact, since adopting Whatagraph, Dtch. Digitals have seen a \u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">50% decrease in churn\u003C/a>. \u003C/p>\u003Ch3>2. Highlight the Most Important Metrics\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Executive_summary_c016127a57.png\" alt=\"Executive_summary.png\">\u003C/p>\u003Cp>Always start a report with a \u003Cstrong>high-level executive summary\u003C/strong>. It can be an overview of main KPIs as goals and a written summary of the most important points from that reporting period. \u003C/p>\u003Cp>Lewis, for example, likes to put results first:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>I start every report with a “Key Insights” section - this is the CEO’s two-minute takeaway. Here, we include a short, data-backed summary of what’s working, what’s not, and what’s next. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Tom Jauncey, CEO at \u003Cstrong>Nautilus Marketing\u003C/strong> has a similar approach: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Clients don’t all care about the same metrics, so focus on what matters to them. Keep it clear, concise, and actionable. Start with the wins, explain what’s driving results, and then outline the next steps.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Castro, on the other hand, often starts a report with blended CAC, ROAS, LTV/CAC Ratio so C-Suite can immediately grasp the main points. \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>From there, I break down performance by channel, starting with the highest spend (e.g., Meta, Google, Pinterest, etc.). For each channel, I explain the overall performance, highlight key insights, and discuss how different funnels are working together to drive results.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>If you feel that your report is becoming top-heavy with data, divide it into several sections, like \u003Ci>PPC Campaigns\u003C/i>, \u003Ci>SEO Performance\u003C/i>, \u003Ci>Social Media\u003C/i>, etc.\u003C/p>\u003Cp>On Whatagraph, you can \u003Cstrong>split your report into multiple tabs\u003C/strong> so your clients can quickly go through all sections with no need to scroll up and down. \u003C/p>\u003Ch3>3. Provide More Context and Actionable Insights\u003C/h3>\u003Cp>Your clients will understand reports better if you put performance metrics in context. You should always explain what the numbers mean and why they’re important. \u003C/p>\u003Cp>For example, next to a website traffic line graph, you can say, “\u003Ci>A 15% increase in website traffic is due to the new blog series we launched last month\u003C/i>.”\u003C/p>\u003Cp>However, you shouldn’t just be reporting data, but also interpret it and offer clear, actionable recommendations. For example “\u003Ci>To further improve conversion rates, we suggest A/B testing the call-to-action on your landing pages.\u003C/i>”\u003C/p>\u003Cp>Lewis points out that in his experience, clients value actionable insights that help them understand the next steps more than past performance reviews. \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>If a campaign underperformed, suggest a specific, data-backed adjustment, like adjusting ad spend distribution or refining target audience segments based on engagement patterns.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This is why it’s important to include written notes next to important performance metrics. On \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, you can easily add a Text widget to any part of your report:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Add_comments_56a32b185e.gif\" alt=\"Add comments.gif\">\u003C/p>\u003Ch3>4. Show Collaboration\u003C/h3>\u003Cp>You should always ask for client feedback and use the information to make your reports better and more tailored to what they want to see. \u003C/p>\u003Cp>This way, you can show that their input is important for the campaigns’ success. \u003C/p>\u003Cp>You can make clients’ contributions feel valued in several ways. For example, you can include their feedback in actionable insight notes:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2025_01_19_at_17_09_40_3a5faa0ed6.png\" alt=\"Conversions go up 25% - KPI Report\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>A dedicated section in the report thanks clients for their role in decision-making. \u003C/i>\u003C/p>\u003Cp>Another way to make reports more engaging is to mention team members or departments—both your agency's and the client’s that worked on the project. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2025_01_19_at_17_25_39_7def2f9e57.png\" alt=\"Content and design collab - KPI Report\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Testimonies like this give a human touch to your agency and your reports. \u003C/i>\u003C/p>\u003Cp>Similarly, you can use Whatagraph’s note widgets to add screenshots or quotes from communications, planning sessions, and brainstorming meetings to show the process behind key decisions. \u003C/p>\u003Cp>For example, you can include specific moments where collaboration directly impacted the outcome to make reports feel more personalized. \u003C/p>\u003Cp>When you add examples of collaboration, you show your clients that success isn’t just about your agency’s work but about teamwork and alignment between the agency and their team. \u003C/p>\u003Ch3>5.  Keep the Reports Consistent\u003C/h3>\u003Cp>Use the consistent report format, structure, and terminology in every report you send. \u003C/p>\u003Cp>You may think that changing the report layout from time to time is good for keeping the readers engaged, but it will only confuse them. \u003C/p>\u003Cp>To avoid this, Lewis regularly uses report templates:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Consistency also matters—use the same report format every time so clients can quickly find and interpret what matters to them.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Apart from the library of pre-made templates, on Whatagraph you can save any report as a team template and use it whenever you want.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/save_reports_as_a_template_cef1046f3a_3bade34576.gif\" alt=\"save_reports_as_a_template_cef1046f3a.gif\">\u003C/p>\u003Ch2>Which KPIs to Include in Your Reports?\u003C/h2>\u003Cp>In short? \u003Cspan style=\"color:rgb(21,38,55);\">There are no wrong and right KPIs. Report on those \u003C/span>that tie closely to your client’s business goals. Here are the most important KPIs you should consider for each marketing channel. \u003C/p>\u003Ch3>\u003Cstrong>Paid Advertising\u003C/strong>\u003C/h3>\u003Cp>\u003Cstrong>Cost per Acquisition (CPA)\u003C/strong>: Also known as Cost per Conversion, this metric shows the total cost of a customer who completes a specific action. It measures how much it costs to get one customer down your sales funnel.\u003C/p>\u003Cp>Erika Castro, Growth Marketing Manager at \u003Cstrong>Erika Castro-Morrison\u003C/strong> tracks both Blended and New CPA in her agency:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Blended CPA shows the average cost to get a customer, giving you a big-picture view of your spending. New CPA tells you how much it costs to bring in new customers, which is key for growth.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Brandon Rollins from \u003Cstrong>Pangea Marketing\u003C/strong> adds:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>For PPC, the main guiding light is cost per conversion. We'll watch click-through rate (CTR) and cost per impression (CPM), but only care about them if we see an opportunity to improve cost per conversion by improving one of those metrics.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CPA_c739c779f0.png\" alt=\"CPA.png\">\u003C/p>\u003Cp>\u003Cstrong>Return on Ad Spend (ROAS)\u003C/strong>: This metric shows the revenue from every dollar spent on advertising. It measures how profitable your ad campaign is. ROAS is a key metric for understanding the effectiveness of your advertising.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ROAS_c494777021.png\" alt=\"ROAS.png\">\u003C/p>\u003Cp>\u003Cstrong>Click-Through Rate (CTR)\u003C/strong>: CTR is the percentage of people who clicked on your ad after seeing it. \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>This tells you how often people click on your ads. It’s a good indicator of whether your ad designs and messages are catching people’s attention, Erika explains. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>A high CTR shows that your ad is interesting to the audience, while a low CTR means you should give the copy and design a second look. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CTR_Ads_0722d6a2ee.png\" alt=\"CTR (Ads).png\">\u003C/p>\u003Cp>Need to report the paid advertising KPIs? Save time with our \u003Ca href=\"https://whatagraph.com/templates/ppc-report\">PPC Report Template\u003C/a>.  \u003C/p>\u003Ch3>\u003Cstrong>SEO\u003C/strong>\u003C/h3>\u003Cp>\u003Cstrong>Organic Traffic\u003C/strong>: Organic traffic is the website traffic that you get from organic search. It measures the number of visitors who land on your website from unpaid search results on Google. Organic traffic directly shows how successful your SEO strategy is. The more organic traffic, the higher your website ranks for relevant keywords.\u003C/p>\u003Cp>\u003Cstrong>Keyword Rankings\u003C/strong>: Keyword ranking shows the ranking position of the keywords you target. It measures how well your website is optimized for specific search terms on Google. High keyword rankings help you increase visibility and traffic.\u003C/p>\u003Cp>Joey Randazzo of \u003Cstrong>SEO Growth Partners\u003C/strong> underlines the importance of local searches:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>We track keyword rankings for our clients revenue-driving keywords daily and by location. For example, if we're working with a hair salon in Portland, OR, we're tracking how they're ranking for keywords like \"best hair salon Portland\" or \"balayage in Portland.\"\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Domain Authority (DA)\u003C/strong>: Domain authority is a ranking score that predicts how well your website will rank on search engine results pages (SERPs). It measures the overall strength of your website. A higher DA usually leads to better rankings and trust score.\u003C/p>\u003Cp>Get actionable insights from your SEO channels with our \u003Ca href=\"https://whatagraph.com/templates/seo-report\">SEO Report Template\u003C/a>.\u003C/p>\u003Ch3>\u003Cstrong>Social Media\u003C/strong>\u003C/h3>\u003Cp>\u003Cstrong>Engagement Rate\u003C/strong>: The engagement rate is the percentage of people who like, comment, and share your social media posts. Similarly to CTR in paid ads, this metric shows how interesting your content is for your audience. Higher engagement rates show that your followers find your content valuable.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Engagement_Rate_Social_897281aa7e.png\" alt=\"Engagement Rate (Social).png\">\u003Cbr>\u003Cstrong>Follower Growth\u003C/strong>: This metric shows the rate at which your audience on social media grows. It's a measure of your brand visibility and content reach. A steady growth rate suggests your content strategy is effective and your brand relevant for the target audience.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Follower_GR_b944617f55.png\" alt=\"Follower GR.png\">\u003C/p>\u003Cp>\u003Cstrong>Reach\u003C/strong>: This social media metric shows the total number of unique users who see your post. It measures how well your content is being shared. A higher reach is a sign of a higher brand awareness. Low reach, on the other hand, signals that there might be a problem with the content type or optimization.\u003C/p>\u003Cp>Gather the essential KPIs from all your social media channels with our \u003Ca href=\"https://whatagraph.com/templates/social-media-report\">Social Media Report Template\u003C/a>. \u003C/p>\u003Ch3>\u003Cstrong>Email Marketing\u003C/strong>\u003C/h3>\u003Cp>\u003Cbr>\u003Cstrong>Open Rate\u003C/strong>: The open rate is the percentage of recipients who open your mail. It shows how effective your subject lines are in sparking audience interest. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Open_rate_6195b4ddc4.png\" alt=\"Open rate.png\">\u003C/p>\u003Cp>A high open rate indicates that your email captured attention. It also shows how well people recognize you as a relevant sender. \u003C/p>\u003Cp>Rollins shares his approach: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>For email marketing, we'll watch for open and click rates primarily, but we also keep an eye on spam reports and unsubscribes just in case we need to change course.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Click-Through Rate (CTR)\u003C/strong>: Email CTR shows the percentage of recipients who clicked on links in your email. It measures the relevance of email content and call-to-action. This metric shows how well your email engages readers to take a desired action.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2024_10_21_at_10_18_59_04033cad94.png\" alt=\"Screenshot 2024-10-21 at 10.18.59.png\">\u003C/p>\u003Cp>\u003Cstrong>Unsubscribe Rate\u003C/strong>: The percentage of people who decide to unsubscribe from future emails is called the unsubscribe rate. Just like the engagement rate, the \u003Cspan style=\"color:rgb(21,38,55);\">email churn rate\u003C/span> measures how relevant your emails are for the audience. \u003C/p>\u003Cp>A low unsubscribe rate signals that you're delivering interesting and relevant content to your subscribers. By analyzing it more closely, you can improve audience segmentation.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Unsubscribe_Rate_e55887eee6.png\" alt=\"Unsubscribe Rate.png\">\u003C/p>\u003Cp>For a more detailed list of relevant KPIs you should include in different types of campaigns, check out our \u003Ca href=\"https://whatagraph.com/blog/articles/kpis-digital-marketing\">35 Digital Marketing KPIs and Metrics\u003C/a> guide.\u003C/p>\u003Ch2>KPI Report Examples to Get You Inspired\u003C/h2>\u003Cp>Let’s now take a look at 3 examples of effective KPI reports:\u003C/p>\u003Ch3> Whatagraph KPI Reports\u003C/h3>\u003Cp>Whatagraph is designed specifically for marketing agencies and teams in large organizations that need to \u003Ca href=\"https://whatagraph.com/kpi-reporting-tool\">create KPI reports fast\u003C/a> and at a large scale.\u003C/p>\u003Ch4>Example 1\u003C/h4>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_example_1_3c54858bf7.png\" alt=\"whatagraph_example_1.png\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>You can build each report by dragging and dropping widgets from the sidebar. Resize each widget to fit it where you want it and eliminate the empty space. \u003C/i>\u003C/p>\u003Ch4>Example 2\u003C/h4>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_example_2_48a5caa4de.png\" alt=\"whatagraph_example_2.png\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Use media widgets to automatically show your best-performing social media or paid ad creative. Easily set and track KPI goals and provide written summaries of the latest developments. \u003C/i>\u003C/p>\u003Ch3>Spreadsheets KPI Report\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/spreadsheets_example_ac35649903.png\" alt=\"spreadsheets_example.png\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Spreadsheets are free and offer a lot of flexibility for different reporting needs. With little or no training, you get direct access and full control over your exported data.\u003C/i>\u003C/p>\u003Cp>However, there’s the other side of spreadsheet reports, especially when you need to visualize the data:\u003C/p>\u003Cp>❌ \u003Cstrong>Lot of manual work\u003C/strong>: It takes a lot of time to maintain and update reports with a HUGE margin for error in both data entry and calculations.\u003C/p>\u003Cp>❌ \u003Cstrong>Difficult to scale\u003C/strong>: Spreadsheets quickly become unwieldy with large datasets. Also, there’s no report automation with sheets — you need to manually set up every report.\u003C/p>\u003Cp>❌ \u003Cstrong>Static and limited data visualization\u003C/strong>: You get only basic charts and graphs with zero interactivity. \u003C/p>\u003Ch3>Looker Studio KPI Report\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/looker_example_9723d33f78.png\" alt=\"looker_example.png\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>It takes much skill and many hours to create a clean and organized Looker Studio report like this one. \u003C/i>\u003C/p>\u003Cp>You should be especially careful if you use Looker Studio as your reporting tool. It works fine with Google data sources, but with non-Google sources, things can get complicated.\u003C/p>\u003Cp>Why?\u003C/p>\u003Cp>❌ \u003Cstrong>Complex to set up\u003C/strong>: To make the process automated and scalable, you need a data integration tool to handle the data. Getting this reporting process to work takes some or a lot of technical expertise, depending on both the \u003Ca href=\"https://whatagraph.com/blog/articles/kpi-tools\">KPI tool\u003C/a> and the data platform. \u003C/p>\u003Cp>❌ \u003Cstrong>Unreliable connectors\u003C/strong>: Many data integration platforms use third-party data connectors, which are unreliable and have different bandwidth or refresh rates, which makes your reports less dependable.\u003C/p>\u003Cp>❌ \u003Cstrong>Learning curve\u003C/strong>: Creating basic reports on Looker Studio is relatively easy, but things get complicated once you need to customize something.\u003C/p>\u003Cp>❌ \u003Cstrong>Performance\u003C/strong>: These tools can become slow or unreliable with large datasets. For example, \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">Looker Studio can get notoriously slow\u003C/a> once you connect more than 5 sources.\u003C/p>\u003Cp>Zach Pittman of \u003Cstrong>Forrest Property Group\u003C/strong> shares some of the problems he had with Looker Studio:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>We've had issues with data not updating correctly or graphs suddenly showing incorrect information. When data is wrong in our reports, we find ourselves spending a lot of time problem-solving by looking at the original data in GA4 or Google ads, and in some cases, simply explaining to the client that the data is not showing correctly.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Facing similar struggles with Looker Studio reports? \u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call\u003C/a> with us and let us know how Whatagraph can help. \u003C/p>","2024-12-20T10:32:44.503Z","2025-08-04T10:07:19.533Z","2024-12-20T11:26:17.561Z","2024-12-20",{"id":1114,"title":1115,"slug":1116,"summary":1117,"body":1118,"read_time":50,"createdAt":1119,"updatedAt":1120,"publishedAt":1121,"errors":31,"table_of_contents":32,"dateReorder":1122},2340,"Web Analytics Reports: Free Template, Examples & Tools","web-analytics-reports","\u003Cp>Creating a web analytics report is the first step in analyzing and optimizing your client’s online presence. Your job is much easier if you use a proper marketing reporting tool. Still, if you don’t know where to start, here’s a quick guide. \u003C/p>","\u003Cp>Imagine a situation where one of your many tasks is to compile monthly analytics reports for your client, plus make sure the data is always accurate and relevant.\u003C/p>\u003Cp>Of course, you can always export a few PDF reports from Google Analytics 4 and call it a day. But here's the challenge…\u003C/p>\u003Cul>\u003Cli>Are the clients going to understand GA4 reports?\u003C/li>\u003Cli>What do your clients actually want to see in these reports? \u003C/li>\u003Cli>Which metrics should you report on?\u003C/li>\u003C/ul>\u003Cp>We asked 7 digital marketers:\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/carradean/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Carradean Farley\u003C/strong>\u003C/a>, Co-Founder @ \u003Ca href=\"https://www.periscopemedia.co/\" target=\"_blank\" rel=\"noopener noreferrer\">Periscope Media\u003C/a>\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/adwordsgirl/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Ameet Khabra\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"https://hopskipmedia.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Hop Skip Media\u003C/a>\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/sebastian-ellis\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Sebastian Ellis\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"https://ellis.digital/\" target=\"_blank\" rel=\"noopener noreferrer\">Ellis Digital\u003C/a>\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/benduffy3/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Ben Duffy\u003C/strong>\u003C/a>, Client Development Manager @ \u003Ca href=\"https://quirkydigital.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Quirky Digital\u003C/a>\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/josh-wood-6800341b2/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Joshua Wood\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"https://www.cjdigital.co/\" target=\"_blank\" rel=\"noopener noreferrer\">CJ Digital\u003C/a>\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/ryan-tyler-anderson/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Ryan Andreson\u003C/strong>\u003C/a>, President @ \u003Ca href=\"https://markiserv.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Markiserv\u003C/a>\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/lewis-peters-1ab329b3\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Peter Lewis\u003C/strong>\u003C/a>, SEO Executive @ \u003Ca href=\"https://www.pixus.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">PIXUS\u003C/a>\u003C/p>\u003Cp>… these questions and compiled their valuable insights in this article. \u003C/p>\u003Cp>We’ll go through everything you need to know about web analytics reports and how to create them. \u003C/p>\u003Cp>We’ll also share two resources: a free Google Sheets template for web analytics reports and four Whatagraph report templates.\u003C/p>\u003Ch2>How to Create a Web Analytics Report - Step-by-Step Guide\u003C/h2>\u003Cp style=\"margin-left:0px;\">You can create a web analytics report in two ways:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Make a copy of \u003C/strong>\u003Ca href=\"https://docs.google.com/spreadsheets/d/1xfbVzq1g2Kn1yHzdqi_eoPZu4f3LUmipZqEzE7adMRU/edit?gid=0#gid=0\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>this FREE Google Sheet\u003C/strong>\u003C/a>\u003Cstrong> \u003C/strong>– this is free but you won't get comprehensive cross-channel insights and you'll need to spend a lot of time copying and pasting data points.\u003C/li>\u003Cli>\u003Cstrong>Follow the steps below to use Whatagraph\u003C/strong> – this is easy and fast since you don't need to do any manual work. Whatagraph collects, cleans, and visualizes your data automatically.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Web_Analytics_Report_0bf28f8951.png\" alt=\"Web Analytics Report.png\">\u003C/p>\u003Cp>So, let's begin.\u003C/p>\u003Ch3 style=\"margin-left:0px;\">\u003Cstrong>Step 1: Connect all Your Data\u003C/strong>\u003C/h3>\u003Cp style=\"margin-left:0px;\">Start by connecting the data from all the \u003Cspan style=\"color:rgb(21,38,55);\">web analytics tools\u003C/span> and platforms you’re using for a specific client.\u003C/p>\u003Cp style=\"margin-left:0px;\">With Whatagraph, you don't need to stitch any spreadsheets. Instead, you can connect all your data in just a few clicks.\u003C/p>\u003Cp style=\"margin-left:0px;\">Whatagraph has fully managed integrations with popular marketing tools.\u003C/p>\u003Cul>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Ahrefs\u003C/li>\u003Cli>Semrush\u003C/li>\u003Cli>Facebook Ads\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Instagram\u003C/li>\u003Cli>YouTube\u003C/li>\u003Cli>Mailchimp\u003C/li>\u003Cli>CallRail\u003C/li>\u003Cli>Salesforce\u003C/li>\u003Cli>HubSpot\u003C/li>\u003C/ul>\u003Cp style=\"margin-left:0px;\">And many others.\u003C/p>\u003Cp style=\"margin-left:0px;\">These direct integrations are much more reliable than \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">third-party connectors\u003C/a> that many other \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">marketing reporting tools\u003C/a> use. Third-party connectors can slow down your online report or give you inaccurate data as they can refresh at different rates from one another.\u003C/p>\u003Cp style=\"margin-left:0px;\">With Whatagraph, you can pull data from scattered sources right into your reports without missing a beat.\u003C/p>\u003Cp style=\"margin-left:0px;\">The integrations are developed and maintained by our dedicated team of engineers, so once you connect your accounts, there’s nothing to update or re-connect on your part.\u003C/p>\u003Cp style=\"margin-left:0px;\">How to do it:\u003C/p>\u003Cul>\u003Cli>Open Whatagraph, go to Data Sources, and select the marketing platforms you need.\u003C/li>\u003Cli>Follow the on-screen instructions to provide the necessary credentials and connect each source.\u003C/li>\u003Cli>Once connected, Whatagraph will automatically pull in the latest data and update it automatically.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Connected_sources_4dc66f3f3f.png\" alt=\"Connect your web analytics data sources in a few clicks\">\u003Cbr> This way you get:\u003C/p>\u003Cul>\u003Cli>A centralized view of all your marketing campaign metrics across platforms and tools.\u003C/li>\u003Cli>Accurate and relevant data in every campaign report you send.\u003C/li>\u003C/ul>\u003Ch3 style=\"margin-left:0px;\">\u003Cstrong>Step 2: Choose a Report Template or Start From Scratch\u003C/strong>\u003C/h3>\u003Cp style=\"margin-left:0px;\">You can create your website analytics report from scratch and structure it just as you want.\u003C/p>\u003Cp style=\"margin-left:0px;\">Still, having a template to start with saves a lot of time, especially if you need to report to several clients or stakeholders regularly.\u003C/p>\u003Cp style=\"margin-left:0px;\">Whatagraph offers pre-made digital marketing report templates that you can customize for each client.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/create_from_template_71b3c63b15.gif\" alt=\"create_from_template.gif\">\u003C/p>\u003Cp style=\"margin-left:0px;\">The template is your starting point. From there, you can pick the metrics and add sections that best present your campaign’s results.\u003C/p>\u003Cp style=\"margin-left:0px;\">How to do it:\u003C/p>\u003Cul>\u003Cli>Go to the Templates section in Whatagraph.\u003C/li>\u003Cli>Choose one of the web analytics or traffic templates.\u003C/li>\u003Cli>Alternatively, select Create New Report to build a report from scratch, choosing only the widgets and metrics that you need.\u003C/li>\u003C/ul>\u003Cp style=\"margin-left:0px;\">The result:\u003C/p>\u003Cul>\u003Cli>Faster report building for multiple campaigns and stakeholders.\u003C/li>\u003Cli>You can tailor each report for a specific campaign by highlighting the most relevant data.\u003C/li>\u003C/ul>\u003Ch3 style=\"margin-left:0px;\">\u003Cstrong>Step 3: Customize the Report for a Specific Client\u003C/strong>\u003C/h3>\u003Cp style=\"margin-left:0px;\">On Whatagraph, you can quickly customize any report or dashboard template to a client's specifications. Once you find a template that is the closest match to your needs, you can start tailoring it.\u003C/p>\u003Cp style=\"margin-left:0px;\">Let's recap quickly:\u003C/p>\u003Cp style=\"margin-left:0px;\">✅ \u003Cstrong>Connect the data sources\u003C/strong>: You can load a template with just one source connected, but now you need to add other sources that hold your campaign data.\u003C/p>\u003Cp style=\"margin-left:0px;\">✅ \u003Cstrong>Customize metrics and widgets\u003C/strong>: Check out the metrics already included in the template and decide if you need to remove some of them so the clients can really focus just on the important ones.\u003C/p>\u003Cp style=\"margin-left:0px;\">✅ \u003Cstrong>Choose the appropriate visuals\u003C/strong>: Whatagraph has different chart options, such as line charts, bar graphs, funnels, and pie charts. If your client prefers a bar chart to a pie chart for a specific metric — a piece of cake. Pick the bar chart widget and select the metrics and dimensions you want to see.\u003C/p>\u003Cp style=\"margin-left:0px;\">You can also create custom charts and save them as template widgets.\u003C/p>\u003Cp style=\"margin-left:0px;\">✅ \u003Cstrong>Arrange the widgets for easy interpretation\u003C/strong>: Always put the most critical \u003Cspan style=\"color:rgb(21,38,55);\">key performance indicators\u003C/span>, like Cost per Lead or Campaign Budget, at the top of your report, right next to the goals widget. \u003C/p>\u003Ch3 style=\"margin-left:0px;\">\u003Cstrong>Step 4. Organize Data for Actionable Insights\u003C/strong>\u003C/h3>\u003Cp style=\"margin-left:0px;\">Let’s quickly sum up what we have done so far:\u003C/p>\u003Cul>\u003Cli>Connect scattered sources - Done ✅\u003C/li>\u003Cli>Pick a template - Done ✅\u003C/li>\u003Cli>Tweak it for your campaign - Done ✅\u003C/li>\u003C/ul>\u003Cp style=\"margin-left:0px;\">The problem is that actionable insights are still hidden under a heap of data.\u003C/p>\u003Cp style=\"margin-left:0px;\">With Whatagraph, you can quickly sift through that data heap and pinpoint the reasons for high or low points in your campaign. \u003C/p>\u003Cp style=\"margin-left:0px;\">Our Organize feature helps you make sense out of scattered data by creating: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics\u003C/strong>: Unify and change the names of different metrics permanently in your report or create a new metric using a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Custom dimensions\u003C/strong>: Unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003Cli>\u003Cstrong>Data blending\u003C/strong>: Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\" target=\"_blank\" rel=\"noopener noreferrer\">combining different sources\u003C/a> together into one unified data source for getting quicker insights and keeping your dashboard neat.\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp style=\"margin-left:0px;\"> \u003C/p>\u003Cp style=\"margin-left:0px;\">All these features are 100% code-free and can help you cut through the clutter and uncover hidden actionable insights. \u003C/p>\u003Cp style=\"margin-left:0px;\">Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, you can get actionable insights from your data even faster.\u003C/p>\u003Cp style=\"margin-left:0px;\">You can create:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Source groups\u003C/strong>: Group 100s of scattered data sources into a unified group in seconds.\u003C/li>\u003Cli>\u003Cstrong>Custom tags\u003C/strong>: Add \u003Ca href=\"https://youtu.be/2q7DOwIJv-4\" target=\"_blank\" rel=\"noopener noreferrer\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>\u003Cstrong>Overview\u003C/strong>: Visualize your key metrics in one view and easily spot performance trends.\u003C/li>\u003C/ul>\u003Ch3 style=\"margin-left:0px;\">Step 5. \u003Cstrong>White-Label the Report with Client Branding\u003C/strong>\u003C/h3>\u003Cp style=\"margin-left:0px;\">Whatagraph has everything you need to deliver a professional experience with every website analytics report you share with your clients. \u003C/p>\u003Cp style=\"margin-left:0px;\">You can:\u003C/p>\u003Cul>\u003Cli>Upload your logo or your client’s logo.\u003C/li>\u003Cli>Create custom color schemes.\u003C/li>\u003Cli>Add footer and header texts.\u003C/li>\u003Cli>Create custom domains to host and share your reports.\u003C/li>\u003Cli>Change the icons and colors of your widgets.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Customization_870ea4e72d.png\" alt=\"Customization.png\">\u003C/p>\u003Cp style=\"margin-left:0px;\">You can create a global theme for your agency or create multiple themes on the report and even at the widget level.\u003C/p>\u003Cp style=\"margin-left:0px;\">You can also share your \u003Ca href=\"https://whatagraph.com/white-label\">white-label reports\u003C/a> on a custom domain and hide any ties to Whatagraph as the software provider. The client will probably think you built the whole thing yourself.\u003C/p>\u003Ch3 style=\"margin-left:0px;\">\u003Cstrong>Step 6. Automate How You Share Your Report\u003C/strong>\u003C/h3>\u003Cp style=\"margin-left:0px;\">The last step is to share your web analysis reports with your clients or stakeholders.\u003C/p>\u003Cp style=\"margin-left:0px;\">You can do this on Whatagraph in three main ways:\u003C/p>\u003Cul>\u003Cli>Share password-protected links to a live report.\u003C/li>\u003Cli>Send reports as automated emails on a regular timetable (e.g. every week, month, …)\u003C/li>\u003Cli>Export as Excel or CSV files.\u003C/li>\u003C/ul>\u003Ch2>What 7 Agency Experts Say About Building Web Analytics Reports \u003C/h2>\u003Cp>We asked professionals from successful digital marketing agencies to share their best practices in building web analytics reports for their clients. These are the insights. \u003C/p>\u003Ch3>1. Different Clients — Different Needs\u003C/h3>\u003Cp>When it comes to reporting to clients, one cap definitely doesn’t fit all. \u003C/p>\u003Cp>For example, e-commerce clients care about metrics like conversion rates and revenue, while service-based businesses want to see leads and form submissions. \u003C/p>\u003Cp>Carradean Farley, Co-Founder of \u003Cstrong>Periscope Media\u003C/strong>, shares his view:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>Most of our clients are in the local services like plumbers, HVAC, cleaners, painters so they don't need very in depth analytics they just want their phone to ring and people to fill out the form on their website. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Things are much different for clients in online businesses. Farley explains:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>This is in stark contrast to our e-commerce clients who get into the weeds about click through rates, conversion rates, cost per conversion, cost per mille, return on ad spend, time on page, page path, and other specific stats.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This is why it makes little sense to follow a rigid report template, but create custom website analytics reports that fit clients' needs. \u003C/p>\u003Cp>For example, Ameet Khabra, founder of \u003Cstrong>Hop Skip Media\u003C/strong>, customizes the presentation and analysis to match each client's unique business model and goals.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Currently, we’re working on moving towards building custom dashboards collaboratively with each client. We’ve learned that what’s meaningful to one client is not meaningful to the next (i.e. ecomm vs lead gen).\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>What’s more clients often don’t have the technical or even marketing background to interpret complex web analytics data or metrics. This is why you need to tweak each report to different client group or even individual client. \u003C/p>\u003Cp>Sebastian Ellis, CEO of \u003Cstrong>Ellis Digital\u003C/strong>, has an interesting approach. \u003C/p>\u003Cp>In his agency, they segment and tailor reports into three categories based on not only the specific information that clients need but also their knowledge:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>The three core areas we put our clients in are: 1. Those with no knowledge, likely the older demographic, 2. Business owners that are keen to understand the data around each area of the funnels such as traffic, checkouts and total revenue, 3. Semi-pro digital marketers, those clients with in-depth knowledge around metrics, performance and raw data. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>2. Keep the Presentation Clear and Digestible\u003C/h3>\u003Cp>Another way to make reports more understandable is to use visuals whenever possible. \u003C/p>\u003Cp>Tables are useful for a closer inspection of how the numbers have changed over time, but simplified visuals like pie charts, line graphs, and trend comparisons are much more engaging. \u003C/p>\u003Cp>For Ben Duffy, Client Development Manager at \u003Cstrong>Quirky Digital\u003C/strong>, it’s important to highlight whether the site’s performance is improving, staying consistent, or experiencing any fluctuations: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>We structure our web analytics reports to make the data as clear and digestible as possible. One key element is the use of line graphs, which allow clients to easily track trends over time. We also provide comparisons both year on year (YoY) and period over period (e.g., month over month or quarter over quarter).\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>By breaking down data into visual elements and clear comparisons, they help clients quickly grasp their website’s performance.\u003C/p>\u003Cp>Joshua Wood, CEO of \u003Cstrong>CJ Digital\u003C/strong>, goes one step further and sends a written summary with every report: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>We pop this PDF report in an email and also jot down (within the email) the key takeaways from the results and what we're going to focus on in the coming month. This way if they don't want to read the full report they get the cliff notes.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>On the other hand, Ryan Andreson, President of \u003Cstrong>Markiserv\u003C/strong>, believes it’s important for clients to see the impact of the agency’s work right at the beginning:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Specifically on the website front, if we are doing a redesign we get connected to our clients GA4 and their CMS. We then structure a before and after report to gauge the performance of a redesign. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>In his agency, they custom-visualize client reports in Adobe Illustrator, so it’s easier for them to understand the changes. \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>We leave acronym definitions on the bottom of every report (CTR - Click through rate for example) while stating what each means, adds Anderson. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This is especially important when presenting to senior executives in organizations that have no understanding of marketing terms on the web. \u003C/p>\u003Cp>In Whatagraph reports, however, there’s no need to explain each acronym at the bottom. You can easily change every metric name to a more understandable wording. \u003C/p>\u003Cp>Khabra shares another interesting strategy that keeps clients in the loop without overwhelming them with data:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>We follow a two-tiered approach when it comes to our reporting: an automated bi-weekly report that gives clients a quick glance at their account performance, followed by a comprehensive monthly report where our analysts provide detailed insights and work summaries.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This way, their clients stay informed on the high points all the time while also receiving a detailed analysis. \u003C/p>\u003Ch3>3. Focus on Metrics That Matter\u003C/h3>\u003Cp>Clients care most about KPIs that align with their business goals, such as revenue, conversions, and traffic growth.\u003C/p>\u003Cp>Peter Lewis, SEO Executive at \u003Cstrong>PIXUS\u003C/strong>, makes a good point when he says that top metrics vary between client groups. \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Most of our clients are e-commerce businesses in the fashion industry and so revenue is the most important, likewise for accounts where we are doing lead generation, it is the number of conversions that are typically the most important. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Farley highlights that e-commerce clients are more interested in granular metrics such as ROAS and Cost per Conversion because they typically run ad campaigns in the tens or hundreds of thousands per month:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>If they get a 1 or 2% increase in conversion rate they will see way more revenue and the tweak could have been rather small to implement like changing the color of a call to action, changing the heading of a page, or adding trust icons to a product page.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Wood, on the other hand, notices that hospitality clients in his agency mostly care about traffic growth:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>We report on total unique traffic, organic traffic (because we do SEO for our clients), DA score i.e domain authority, bounce rates and time spent on specific web pages mainly. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>4.  Build Trust Through Transparency\u003C/h3>\u003Cp>Ok, you're an agency with plenty of experience. You’ve been specializing for different types of clients and at this point, you must already know what to put in the reports. \u003C/p>\u003Cp>However, it’s also important to keep clients part of the decision-making process.\u003C/p>\u003Cp>Why?\u003C/p>\u003Cp>Because then they feel valued. They trust you more and start seeing your relationship as less transactional and more of a partnership with a common goal. \u003C/p>\u003Cp>For Joshua Wood, CEO of \u003Cstrong>CJ Digital\u003C/strong>, it all starts with clear expectations on both sides. \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>As part of our onboarding with each client we clearly explain what we're going to report on each month and we try and keep it as simple as possible so they can understand it. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>In his agency, at the start of each month, they reflect on the previous month's results and create a PDF report using Google Slides to clearly present the results clients care about.\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>We also use data and screenshots from Google Analytics. From feedback we have received, clients like this because it's come from a platform that can't be fudged, so they trust the results we're reporting on, explains Wood.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch2>\u003Cstrong>Best Practices to Structure a Web Analytics Report\u003C/strong>\u003C/h2>\u003Cp>Here are the 7 sections of a web analytics report that no marketing professional will skip. \u003C/p>\u003Ch3>\u003Cstrong>1. Design an Engaging Cover Page\u003C/strong>\u003C/h3>\u003Cp>This is where you can upload a custom image that matches your agency’s brand. \u003C/p>\u003Cp>The cover page sets the context for the following in-depth analysis and introduces your agency’s expertise, which gives credibility and nurtures a positive client relationship. \u003C/p>\u003Cp>In Whatagraph, you can save this page as a template and use it for future reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cover_9e358113bb.png\" alt=\"Cover.png\">\u003C/p>\u003Ch3>\u003Cstrong>2. Start with a Monthly Summary\u003C/strong>\u003C/h3>\u003Cp>Give your client a monthly summary of what is happening on their website. This is where you discuss goals, deliverables, and results in the most simple way. \u003C/p>\u003Cp>Say what you did during the past month and how it impacts the overall strategy. Show real-world data and examples. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/executive_summary_b984850b9d.png\" alt=\"executive summary.png\">\u003C/p>\u003Ch3>\u003Cstrong>3. Show Where Your Website Traffic is Coming From\u003C/strong>\u003C/h3>\u003Cp>This section displays all the metrics related to different traffic sources, like organic search, direct traffic, referral traffic, and social media. At this point, the report can get overwhelming for some viewers, so make sure to give an explanation of what is presented. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/channels_37c9b556b2.png\" alt=\"channels.png\">\u003C/p>\u003Ch3>\u003Cstrong>4. Give the Location Insights\u003C/strong>\u003C/h3>\u003Cp>This part of the report gives your client a look into the geography of the website visitors. You can also show how often people from different locations visit the website and how many of them convert. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/location_f6b53f65cd.png\" alt=\"location.png\">\u003C/p>\u003Ch3>\u003Cstrong>5. Share Organic Search Goals and Performance\u003C/strong>\u003C/h3>\u003Cp>This is where you present the metrics related to organic traffic, such as which keywords perform the best in terms of conversion. This section can also set grounds for an SEO strategy you drive with your client. \u003C/p>\u003Cp>One of the best ways to prove the value of your SEO services is to show them direct conversions from organic traffic. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/organic_3b7042d481.png\" alt=\"organic.png\">\u003C/p>\u003Ch3>\u003Cstrong>6. Break Down the Paid Search Performance\u003C/strong>\u003C/h3>\u003Cp>The PPC section gives your client a deeper understanding of your PPC campaign's performance. Show how much traffic each campaign drives and how each campaign impacts the conversion and other goals.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/paid_4385ed5118.png\" alt=\"paid.png\">\u003C/p>\u003Ch3>\u003Cstrong>7. Include the eCommerce Overview\u003C/strong>\u003C/h3>\u003Cp>Present all the relevant metrics for your client’s online store. Tell which products are selling the best and what kind of revenue your client earns from each product. This can be a starting point for discussions about focusing on specific products for future ad campaigns. \u003Cstrong> \u003C/strong> \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ecommerce_section_6b3a4d82a9.png\" alt=\"ecommerce_section.png\">\u003C/p>\u003Ch2>4 Web Analytics Report Examples\u003C/h2>\u003Cp>You can save plenty of time by starting from one of our report templates. These website analytics report examples come pre-filled with channel-specific widgets, and you can just connect your data sources to complete the report in a matter of minutes rather than hours.\u003C/p>\u003Cp>Here are some of the most helpful web analytics report templates to try out.\u003C/p>\u003Ch3>1. Web Traffic Report\u003C/h3>\u003Cp>The \u003Ca href=\"https://whatagraph.com/web-analytics-reporting\">web analytics report\u003C/a> pulls information from any site and provides easy access to its traffic data. Connect your client’s Google Analytics 4 account and see how many people land on their website or get insights into website \u003Ca href=\"https://explainerd.com/microinteractions/\" target=\"_blank\" rel=\"noopener noreferrer\">user experience\u003C/a>.\u003C/p>\u003Cp>You can either track organic or paid traffic. The best thing about Whatagraph's reports is that you can easily compare these two metrics. This is necessary if you want to show:\u003C/p>\u003Cul>\u003Cli>Which device performs better with which traffic (paid or from organic search),\u003C/li>\u003Cli>What countries bring in which traffic (paid or organic), and where to double the focus,\u003C/li>\u003Cli>How paid and organic traffic work and complement each other.\u003C/li>\u003C/ul>\u003Cp>Tracking the user behavior of website visitors allows you to gain insight into how they interact with your site. You can learn \u003Ca href=\"https://www.hostinger.com/tutorials/how-to-make-a-website\" target=\"_blank\" rel=\"noopener noreferrer\">how to make a website\u003C/a> or hire a professional, but either way, you'd still need to do some tracking. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/web_traffic_report_b756381633.png\" alt=\"web_traffic_report.png\">\u003C/p>\u003Cp>Also, there are other key metrics that you can track and evaluate with this report, such as:\u003C/p>\u003Cul>\u003Cli>Traffic acquisition,\u003C/li>\u003Cli>Page views,\u003C/li>\u003Cli>Number of visitors\u003C/li>\u003Cli>Unique visitors,\u003C/li>\u003Cli>Total visitors,\u003C/li>\u003Cli>Returning and new visitors,\u003C/li>\u003Cli>Average time on page,\u003C/li>\u003Cli>Average session duration,\u003C/li>\u003Cli>Number of pages per session,\u003C/li>\u003Cli>Conversion rates.\u003C/li>\u003C/ul>\u003Cp>And many others.\u003C/p>\u003Ch3>2. SEO Report\u003C/h3>\u003Cp>The \u003Ca href=\"https://whatagraph.com/templates/seo-report\">SEO report\u003C/a> is probably the most comprehensive web analytics report template on the list. This is what SEO specialists and marketers create when they want to look at the overall \u003Cspan style=\"color:rgb(21,38,55);\">website's performance on search engines\u003C/span>. This report shows:\u003C/p>\u003Cul>\u003Cli>Bounce rate,\u003C/li>\u003Cli>Conversions,\u003C/li>\u003Cli>Keyword rankings,\u003C/li>\u003Cli>Goal completions successes (exclusively on Whatagraph),\u003C/li>\u003Cli>CTR.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/seo_overview_report_426a187caa.png\" alt=\"seo_overview_report.png\">\u003C/p>\u003Cp>In addition to Google Analytics, the channels you want to track here are your client’s Google Search Console, Ahrefs, or Semrush accounts.\u003C/p>\u003Ch3>3. eCommerce Report\u003C/h3>\u003Cp>This type of report is a bit more specific than the other two mentioned, as it focuses on the sales part and paid and organic advertising performance. You create an \u003Ca href=\"https://whatagraph.com/ecommerce-reporting-software\">eCommerce report\u003C/a> to get all the necessary data about:\u003C/p>\u003Cul>\u003Cli>Shopping carts,\u003C/li>\u003Cli>New users, \u003C/li>\u003Cli>Best selling products,\u003C/li>\u003Cli>Average sale price,\u003C/li>\u003Cli>Conversion rate,\u003C/li>\u003Cli>Checkout process.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ecommerce_report_334a9a1c4e.png\" alt=\"ecommerce_report.png\">\u003C/p>\u003Cp>Connect Shopify (or BigCommerce, WooCommerce), Google Ads, social media channels, and/or Google Analytics accounts and other sources and track \u003Cspan style=\"color:rgb(21,38,55);\">web analytics metrics and KPIs such as\u003C/span>:\u003C/p>\u003Cul>\u003Cli>Bounce rate,\u003C/li>\u003Cli>Pages per session,\u003C/li>\u003Cli>Goal conversions,\u003C/li>\u003Cli>AOV (Average order value),\u003C/li>\u003Cli>CLV (Customer lifetime value),\u003C/li>\u003Cli>Total revenue.\u003C/li>\u003C/ul>\u003Ch3>4. PPC Campaigns Report\u003C/h3>\u003Cp>The fourth report to always have close at hand is the \u003Ca href=\"https://whatagraph.com/ppc-reporting-tool\">PPC campaigns report\u003C/a>. It readily displays paid search and paid traffic on one page, although they come from different data sources. Connect Google Ads, Microsoft Ads, Facebook Ads, Linkedin Ads, or any other preferred source, and track key PPC KPIs such as:\u003C/p>\u003Cul>\u003Cli>Conversion rate,\u003C/li>\u003Cli>Clicks,\u003C/li>\u003Cli>Impressions,\u003C/li>\u003Cli>ROAS,\u003C/li>\u003Cli>CPA,\u003C/li>\u003Cli>Spent on ads,\u003C/li>\u003Cli>Overall campaign costs.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ppc_report_d71895a5e3.png\" alt=\"ppc_report.png\">\u003C/p>\u003Cp>PPC is all about spending money in the hopes of generating leads, sales, or impressions, so you must ensure that you:\u003C/p>\u003Cul>\u003Cli>Don't overspend,\u003C/li>\u003Cli>Spend enough money to acquire a single customer,\u003C/li>\u003Cli>Establish your own benchmark, allowing you to identify the lowest CPA (cost per acquisition).\u003C/li>\u003C/ul>\u003Cp>With this report, you can easily optimize your PPC campaigns, as you always have fresh and accurate data. \u003C/p>\u003Cp>Having a quick and easy way to scale up web analytics reporting with relevant and accurate website data means your reaction time improves. You can get insights before the decision-makers much sooner and re-align your marketing strategy accordingly. \u003C/p>\u003Cp>Whatagraph gives you a way to consolidate data coming from multiple web analytics platforms and track the metrics that make the most impact. \u003C/p>\u003Cp style=\"margin-left:0px;\">Want to learn more? \u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call\u003C/a> and tell us exactly how we can help you.\u003C/p>","2024-12-22T18:52:08.523Z","2025-10-06T14:41:51.431Z","2024-12-23T08:40:25.489Z","2024-12-23",{"id":1124,"title":1125,"slug":1126,"summary":1127,"body":1128,"read_time":21,"createdAt":1129,"updatedAt":1130,"publishedAt":1131,"errors":31,"table_of_contents":32,"dateReorder":1132},2341,"6 Best PPC Reporting Tools for Data-Driven Agencies in 2025","ppc-reporting-tools","\u003Cp>Looking for the best reporting tool to bring actionable insights from all your PPC platforms to one place? But don’t have time to read the fine print?\u003C/p>\u003Cp>We've got you covered. \u003C/p>\u003Cp>To make your search easier, we highlight key differences between the 6 best PPC reporting tools marketers are raving about in 2025. \u003C/p>","\u003Cp>We talked to marketing experts from agencies and big in-house teams. They told us what they’re looking for in a PPC reporting tool: \u003C/p>\u003Cp>✅ \u003Cstrong>Ease of use \u003C/strong>— Create, tweak, and replicate reports quickly without long tutorials or training.\u003C/p>\u003Cp>✅ \u003Cstrong>Accuracy\u003C/strong> — Present data that is 100% true to data on the connected PPC platforms.\u003C/p>\u003Cp>✅ \u003Cstrong>Stability\u003C/strong> — Pull data with stable data integrations, with no connectors breaking off, and no downtimes.\u003C/p>\u003Cp>✅ \u003Cstrong>Cross-channel insight\u003C/strong> — Present metrics from all PPC channels. \u003C/p>\u003Cp>✅ \u003Cstrong>White labelling\u003C/strong> — Remove the vendor’s logo and use your agency’s or client’s branding. \u003C/p>\u003Cp>✅ \u003Cstrong>Customer support\u003C/strong> — Have a responsive customer success team and in-house engineers that can solve any issues quickly.\u003C/p>\u003Ch2>6 Best PPC Reporting Tools in 2025\u003C/h2>\u003Cp>Here are the best PPC reporting tools we’ll review in this article:\u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>Looker Studio (Google Data Studio)\u003C/li>\u003Cli>DashThis\u003C/li>\u003Cli>ReportGarden\u003C/li>\u003Cli>AgencyAnalytics\u003C/li>\u003Cli>Swydo\u003C/li>\u003C/ol>\u003Cp>Already using PPC reporting software and want to compare how it stands against the competitors’ features? Here's a table:\u003C/p>\u003Cp>[table id=17]\u003C/p>\u003Cp>Do you like this table? Feel free to \u003Ca href=\"https://docs.google.com/spreadsheets/d/1iRiprKrPlUDFeLJzWptN4U0tRDyFuLUQFYeZXlSm6ns/edit?gid=0#gid=0\" target=\"_blank\" rel=\"noopener noreferrer\">download\u003C/a> it and check it on the go! \u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Medium to large marketing agencies with 10+ employees.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Whatagraph is a marketing intelligence platform that simplifies reporting for agencies. \u003C/p>\u003Cp>It connects, standardizes, and reports multi-source marketing data in one platform—delivering accurate insights and customizable reports that scale effortlessly.\u003C/p>\u003Cp>Here’s how it works:\u003C/p>\u003Col>\u003Cli>Connect to your \u003Ca href=\"https://whatagraph.com/integrations\">data sources and channels\u003C/a> in a few clicks. Your data will flow in automatically.\u003C/li>\u003Cli>Organize and unify your data to prepare it for analysis. Create data blends, custom metrics, and dimensions—without writing a single line of code.\u003C/li>\u003Cli>Visualize your data using drag-and-drop widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a>. Create \u003Ca href=\"https://whatagraph.com/white-label\">white-labelled reports\u003C/a> with custom logos, domains, and color schemes.\u003C/li>\u003Cli>Analyze your data by client, campaign, Account Manager, or more. Spot trends, compare performance, and get actionable insights for your agency and your clients. Use AI to cut through the KPI clutter and get summarized insights. \u003C/li>\u003Cli>Share reports as live links, PDFs, Excel spreadsheets, or automated emails. You can also transfer your data to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> and \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a> through Whatagraph.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_platf_8f5bfccd76.png\" alt=\"whatagraph_platf.png\">\u003C/p>\u003Cp>Plus, all our pricing plans come with:\u003C/p>\u003Cul>\u003Cli>A dedicated Customer Success Manager\u003C/li>\u003Cli>Live chat support with >1 min first response time\u003C/li>\u003C/ul>\u003Cp>But does Whatagraph qualify to be among the best PPC reporting tools? \u003C/p>\u003Cp>Let’s dig in. \u003C/p>\u003Ch3>#1. Easy to Use \u003C/h3>\u003Cp>Whatagraph’s incredibly simple and easy to use—because we made it that way. \u003C/p>\u003Cp>Anyone from your team—whether an Account Manager or an intern—can easily log into Whatagraph and start using it immediately. \u003Ci> \u003C/i>\u003C/p>\u003Cp>Building your first PPC report is as easy as A-B-C on Whatagraph. You can either:\u003C/p>\u003Col>\u003Cli>Start from a blank page and use our \u003Ca href=\"https://help.whatagraph.com/en/articles/8056783-3-adding-widgets-to-a-report\" target=\"_blank\" rel=\"noopener noreferrer\">drag-and-drop widgets\u003C/a> to add metrics to the report.\u003C/li>\u003Cli>Use one of our ready-made \u003Ca href=\"https://whatagraph.com/templates/ppc-report\">PPC report templates\u003C/a>.\u003C/li>\u003Cli>Use our \u003Ca href=\"https://whatagraph.com/blog/articles/smart-builder-reports\">Smart Builder\u003C/a> to instantly create dashboards for your favorite marketing channels (e.g. Google Analytics 4, Google Ads).\u003C/li>\u003C/ol>\u003Cp>This video shows how to do it:\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/688c4764ca694cfea127ba5d4c92698d?sid=c01b9840-b2a8-4340-99a7-ed7ebdb9d296\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>If you want to add more metrics, you can do it in 5 different ways:\u003C/p>\u003Col>\u003Cli>Build your own metrics and drag and drop them onto the report\u003C/li>\u003Cli>Drag-and-drop pre-made metrics onto the report\u003C/li>\u003Cli>Widget templates\u003C/li>\u003Cli>Offline data\u003C/li>\u003Cli>Use Smart Builder\u003C/li>\u003C/ol>\u003Cp>For new users, we always recommend starting from pre-made widgets. It’s easier and makes building your report much faster. \u003C/p>\u003Cp>You don’t need to write any codes or work with any spreadsheets—just drag and drop on your report page, and that’s it.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/drag_and_drop_6e8490d660.gif\" alt=\"drag_and_drop.gif\">\u003Cbr>And to share your report, you can either:\u003C/p>\u003Col>\u003Cli>Send automated emails to specific people at specific times, days, and cadence. Customize the email subject lines, body copy, and even domains.\u003C/li>\u003Cli>Send instant live links to anyone.\u003C/li>\u003Cli>Download PDFs or Excel spreadsheets.\u003C/li>\u003C/ol>\u003Cp>You can also easily automate reports. \u003C/p>\u003Cp>All you need to do is set up the emailing schedule like this:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automate_1d8a1fe448.png\" alt=\"automate.png\">\u003C/p>\u003Cp>You can then customize your automated report emails by:\u003C/p>\u003Cul>\u003Cli>uploading logos\u003C/li>\u003Cli>choosing a color scheme\u003C/li>\u003Cli>adding heading, body text, footer text, and subject lines\u003C/li>\u003Cli>creating a custom domain\u003C/li>\u003C/ul>\u003Cp>Once you save this as an Email style, it automatically applies to all reports.\u003C/p>\u003Cp>Thanks to our simple and intuitive interface, “Ease of use” is our top perk on G2.com, as \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9619605\" target=\"_blank\" rel=\"noopener noreferrer\">one user puts it\u003C/a>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/g2_marciano_73ec7eaf0d.png\" alt=\"g2_marciano.png\">\u003C/p>\u003Ch3>#2. Accurate Data and Stable Platform\u003C/h3>\u003Cp>No one wants their dashboard to break down in the middle of a client meeting, right?\u003C/p>\u003Cp>Taking notes from different competitor user reviews (and some horror stories), we decided to make platform stability and data accuracy a foundation of Whatagraph.\u003C/p>\u003Cp>How do we achieve that?\u003C/p>\u003Cp>By building our data connectors ourselves!\u003C/p>\u003Cp>Our integrations are \u003Ci>fully managed\u003C/i>, which means they’re more seamless, stable, and reliable than third-party connectors you can buy from different vendors. \u003C/p>\u003Cp>Our Product engineers regularly maintain them for fewer inconsistencies and network issues.\u003C/p>\u003Cp>As far as the platform's speed is concerned, you can work with 10 sources and 100 widgets at the same time on Whatagraph without slowing down the platform.\u003C/p>\u003Cp>Thanks to a recent update to \u003Ca href=\"https://cloud.google.com/kubernetes-engine\" target=\"_blank\" rel=\"noopener noreferrer\">Google Kubernetes Engine\u003C/a>, even reports with heavy widgets, tabs, and charts take less than 10 seconds to load on Whatagraph.\u003C/p>\u003Cp>And according to data from the past 6 months, Whatagraph has an average uptime of 99.95%.\u003C/p>\u003Cp>We also have an emergency alert that will wake up all our Product engineers (even if it’s 3 am where they are) to quickly fix system outages, if there are any.\u003C/p>\u003Cp>All of this means:\u003C/p>\u003Cp>✅ The platform is stable, and there are few inconsistencies or delays in the data.\u003C/p>\u003Cp>✅ Bugs get resolved faster without needing to get a third-party company involved.\u003C/p>\u003Cp>✅ Your reports load fast.\u003C/p>\u003Cp>✅ Platform downtimes are very rare, and they're quickly resolved by our Product engineers, who are on call 24/7.\u003C/p>\u003Cp>Our current users love how seamless, stable, and simple the data connection process is. Here’s \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8068613\" target=\"_blank\" rel=\"noopener noreferrer\">what one of them said on G2.com\u003C/a>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/g2_api_1db8db244a.png\" alt=\"g2_api.png\">\u003C/p>\u003Ch3>#3. Organized Cross-Channel Insights (No Code, No Fuss)\u003C/h3>\u003Cp>Let’s say you have 100s of scattered data points across different sources, campaigns, channels, and accounts.  \u003C/p>\u003Cp>Even if you connect all those sources with one tool, the problem is that actionable insights, trends, and patterns are hidden under a heap of data.\u003C/p>\u003Cp>You need a way to organize them all into unified metrics and dimensions before you visualize the data.\u003C/p>\u003Cp>Whatagraph makes it easy to \u003Ca href=\"https://whatagraph.com/blog/articles/meet-performance-monitoring\">group, organize, and monitor your scattered data\u003C/a> and get actionable insights from it in minutes.\u003C/p>\u003Cp>This helps you get a clearer view of performance and keeps your reports neat and tidy.\u003C/p>\u003Cp>You can:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Blend data sources together\u003C/strong>: Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\" target=\"_blank\" rel=\"noopener noreferrer\">combining different sources\u003C/a> together into one unified data source for getting quicker insights and keeping your dashboard neat (no limits to how many sources you can blend).\u003C/li>\u003Cli>\u003Cstrong>Create custom metrics\u003C/strong>: Unify and change the names of different metrics permanently in your report or create a new metric using a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Create custom dimensions\u003C/strong>: Unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003C/ol>\u003Cp>All these features are 100% code-free and can help you cut through the clutter and uncover hidden actionable insights.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, you can get actionable insights from your data even faster.\u003C/p>\u003Cp>You can create:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Source groups\u003C/strong>: Group 100s of scattered data sources into a unified group in seconds.\u003C/li>\u003Cli>\u003Cstrong>Custom tags\u003C/strong>: Add \u003Ca href=\"https://www.youtube.com/watch?v=2q7DOwIJv-4\" target=\"_blank\" rel=\"noopener noreferrer\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>\u003Cstrong>Overview\u003C/strong>: Visualize your key metrics in one view and easily spot performance trends.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/overview_cd4299ba63.png\" alt=\"overview.png\">\u003Cbr>Powerful and easy data organization on Whatagraph means:\u003C/p>\u003Cp>✅ Your PPC reports are easier to read, neat, and tidy, even with cross-channel data.\u003C/p>\u003Cp>✅ Your clients clearly see the value you’re delivering rather than being stuck interpreting data.\u003C/p>\u003Cp>✅ You can analyze and compare performance any way you want and use these insights to deliver better results for clients.\u003C/p>\u003Ch3>#4. AI chatbot and summaries\u003C/h3>\u003Cp>Busy clients will go straight for the report's insights section, often ignoring the rest of the report. \u003C/p>\u003Cp>A problem is that digging out valuable insights from the pile of data takes a lot of time. \u003C/p>\u003Cp>Whatagraph solves this problem with two innovative AI features that save you time. \u003C/p>\u003Cp>\u003Cstrong>AI data chatbot\u003C/strong>: You can ask our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo\" target=\"_blank\" rel=\"noopener noreferrer\">AI chatbot\u003C/a> questions about all your connected PPC data or campaigns in natural language—just like talking to your personal data expert. \u003C/p>\u003Cp>For example, “\u003Ci>What was the total ad spend from Google Ads and LinkedIn Ads in January last year\u003C/i>”?\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_chatbot_3831b8e391.png\" alt=\"PPC reporting tools - AI Chatbot\">\u003C/p>\u003Cp>\u003Cstrong>AI summaries for reports: \u003C/strong>Instead of writing summaries yourself, you can generate \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\" target=\"_blank\" rel=\"noopener noreferrer\">AI report summaries\u003C/a> and add them to your reports using our Text widget. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_summary_d9aaac8d4c.png\" alt=\"PPC reporting tools - AI Summaries\">\u003C/p>\u003Cp>If needed, you can also edit the AI summary to add more granular insights or personal comments.    \u003C/p>\u003Ch3>#5. White-Label Reports and Custom Branding\u003C/h3>\u003Cp>On Whatagraph, white labelling is as quick and easy. You can simply go to “Settings” and:\u003C/p>\u003Cul>\u003Cli>Upload your logo or your client’s logo\u003C/li>\u003Cli>Create custom color schemes\u003C/li>\u003Cli>Add footer and header texts\u003C/li>\u003Cli>Create custom domains to host and share your reports\u003C/li>\u003C/ul>\u003Cp>This video breaks down how white labelling works on Whatagraph:\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/fab1b39783854815ac1bea930a98d151?sid=e9e4e7e4-4157-4539-aa43-5620e1867768\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>You can create a global theme for your agency or create multiple themes on the report and even at the widget level.\u003C/p>\u003Cp>You can also share your \u003Ca href=\"https://whatagraph.com/white-label-dashboard\">white-label dashboards\u003C/a> on a custom domain and hide any ties to Whatagraph as the software provider. \u003C/p>\u003Ch3>#6. Fast and Friendly Customer Support\u003C/h3>\u003Cp>The third pillar of Whatagraph, next to stability and ease of use, is our responsive and helpful customer support. \u003C/p>\u003Cp>Whenever you have a question, you can reach out to us via live chat and we’ll respond to you within 1 minute.\u003C/p>\u003Cp>We also have a track record of resolving issues within 1 to 24 hours.\u003C/p>\u003Cp>All our pricing plans come with live chat and email support.\u003C/p>\u003Cp>Plus, there’s a dedicated Customer Success Manager just for you.\u003C/p>\u003Cp>Your CSM will help you with:\u003C/p>\u003Cul>\u003Cli>Migrating data from your current platform\u003C/li>\u003Cli>Connecting to channels and data sources\u003C/li>\u003Cli>Organizing your data\u003C/li>\u003Cli>Creating reports\u003C/li>\u003Cli>Anything else you need\u003C/li>\u003C/ul>\u003Cp>Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a>, and one of our most valued customers say:\u003C/p>\u003Cp>\u003Ci>“I've joked about this often—with Whatagraph, we're not just paying for a reporting system. We're paying for customer support. There's a level of dedication from the Whatagraph team that you don't often experience anywhere else.”\u003C/i>\u003C/p>\u003Cp>And if you need urgent help, you can reach out to our Customer Support team member through live chat or email at no extra cost.\u003C/p>\u003Cp>Want to learn more? \u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call\u003C/a> and tell us exactly how we can help.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>55+ native integrations\u003C/li>\u003Cli>Custom integrations through Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Versatile drag-and-drop widgets for reports and dashboards\u003C/li>\u003Cli>Custom metrics, dimensions, and data blends\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Currency conversions\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Export to Excel and CSV\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing via email\u003C/li>\u003Cli>Links to live dashboards\u003C/li>\u003Cli>No-code data transfer to BigQuery and Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Whatagraph has a simple user interface that is easy to navigate even for those who don't have analytical skills.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8605558\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“What I like best about Whatagraph is having the ability to create reports fast and easy. No more spreadsheets to do reports, they have a great variety of templates.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8142673\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All-in-one marketing performance monitoring and reporting solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Stunning visual reports\u003C/li>\u003Cli>Makes results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Can be expensive for small agencies (under 10 employees) and freelancers\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities.\u003C/p>\u003Cp>You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Reach out to us\u003C/a> for a custom pricing plan, just for you.\u003C/p>\u003Ch2>2. Looker Studio (Google Data Studio)\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Freelancers and boutique agencies.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=ZBoFvaWr-Dk\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/ZBoFvaWr-Dk\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-alternatives\">Looker Studio\u003C/a> is Google’s free reporting tool, which is popular among freelancers and even smaller agencies.\u003C/p>\u003Cp>Also known as Google Data Studio, it comes with 21 native integrations with Google-based platforms like Google Ads, YouTube, Google Sheets, and Google Analytics. \u003C/p>\u003Cp>You can also report data fromBigQuery, MySQL, and Microsoft SQL servers.\u003C/p>\u003Cp>And we’re not afraid to say it—Looker has a huge fan base. \u003C/p>\u003Cp>Not only does it come free (sort of), but it’s very flexible and straightforward.\u003C/p>\u003Cp>Once you connect your sources, you can use its drag-and-drop editor to add all sorts of graphs and charts, filters and date ranges, custom text, and even apply custom styles and themes.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/looker_widgets_f3f296b979.png\" alt=\"looker_widgets.png\">\u003C/p>\u003Cp>When you complete a report, you can send it to your clients via a link in scheduled emails or invite them to edit it. \u003C/p>\u003Cp>However, Looker Studio is only “free” with Google Ads, Search Ads 360, Display & Video 360, and other Google-based PPC platforms. \u003C/p>\u003Cp>For example, if you want to report the ROAS from Facebook Ads, Bing Ads, or LinkedIn Ads, you’ll have to use a data pipeline tool like Funnel or Supermetrics to bring this data to Looker. \u003C/p>\u003Cp>In that case, your PPC reporting solution is not free anymore, as you need to buy a data pipeline tool as well. \u003C/p>\u003Cp>But cost is not the only problem here. \u003C/p>\u003Cp>It also means you need to become familiar with two tools, which take some time to master. \u003C/p>\u003Cp>The third problem is that you’re forced to use third-party data connectors, which often break or deliver inaccurate data. \u003C/p>\u003Cp>For example, at any given time, the data you bring from non-Google sources may not be up to date.\u003C/p>\u003Cp>Why? \u003C/p>\u003Cp>Because third-party connectors have different refresh rates than Google’s native connectors. \u003C/p>\u003Cp>This can cause all sorts of problems or misunderstandings down the road, especially if you use Looker to report on clients' PPC campaigns. \u003C/p>\u003Cp>As we mentioned already, Looker Studio has a high learning curve. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/looker_reports_6db549061b.png\" alt=\"looker_reports.png\">\u003C/p>\u003Cp>It’s relatively easy to create basic reports, but building anything more complex and presentable to clients takes a lot of time. \u003C/p>\u003Cp>Why?\u003C/p>\u003Cp>Because You need to customize each widget, graph, and chart manually. \u003C/p>\u003Cp>For example, when you try to create a calculation or blend, you need to go back and forth between steps and views to make sure you're doing everything correctly.   \u003C/p>\u003Cp>Also, \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">Looker Studio can be slow\u003C/a>, clunky, and doesn’t have customer support (unless you buy the Pro plan). \u003C/p>\u003Cp>It also limits you in the number of sources you can blend together — even with two sources in the blend reports load visibly slower. \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>21 native connectors (free)\u003C/li>\u003Cli>1000+ “partner” connectors (paid)\u003C/li>\u003Cli>Drag-and-drop report builder\u003C/li>\u003Cli>Data blends\u003C/li>\u003Cli>Custom images and text\u003C/li>\u003Cli>Custom styles and color schemes\u003C/li>\u003Cli>Mobile app\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“Looker is really powerful and very effective at presenting complex data - included blended metrics - in a very clean and visually appealing way. Unfortunately, connectors break quite regularly and reports containing a lot of data can take a lengthy time to load.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-10260381\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Some of our dashboards take a really long time to fully load. This especially causes problems when we're presenting or trying to show others our marketing KPIs.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-8500728\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Sometimes I need to be more knowledgeable to use this tool. Dashboard takes time to update. It takes more time to load large sized data. When I create more complex reports, the tool gets slow and emerge with glitches also.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-8575264\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Free (up to a point)\u003C/li>\u003Cli>A wide choice of data visualization formats and options\u003C/li>\u003Cli>Easy to create simple reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Slow-loading reports (the more data the slower it gets)\u003C/li>\u003Cli>Connection breakages and inaccurate data\u003C/li>\u003Cli>Limited refresh rates for non-Google APIs\u003C/li>\u003Cli>Limited report-sharing options (no Word, Sheets, or PDFs)\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Looker Studio is free for connections with 21 native integrations, which are mostly Google-based platforms.\u003C/p>\u003Ch2>3. DashThis\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Small businesses and freelancers.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=2OMcEE3p2Io\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/2OMcEE3p2Io\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/dashthis-alternatives-and-competitors\">DashThis\u003C/a> is a simple marketing reporting tool that connects to 34+ marketing platforms and uses dashboards to visualise KPIs. \u003C/p>\u003Cp>The good news is that all the “big” advertising platforms are there—Meta Ads, Google Ads, LinkedIn Ads, TikTok Ads, and more. \u003C/p>\u003Cp>If you need to connect PPC data from a source they don’t support yet, you can use a CSV file or Google Sheets. \u003C/p>\u003Cp>To create a report, pick one of the suggested templates or start from a blank report. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/dasthis_templates_09786d8226.png\" alt=\"dasthis_templates.png\">\u003Cbr>If you start from a template, first, you need to fill in things like the region, currency, and reporting period.\u003C/p>\u003Cp>If you start from scratch, you need to populate the report page with widgets. \u003C/p>\u003Cp>However, these are not drag-and-drop widgets. \u003C/p>\u003Cp>Instead, when you select a widget, the tool fits it on the report at the most optimal place. This depends on its size and the number of widgets already there. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/dashthis_ppc_report_107cb5aea0.png\" alt=\"dashthis_ppc_report.png\">\u003Cbr>When it comes to white labelling, You can:\u003C/p>\u003Cul>\u003Cli>Create custom domains\u003C/li>\u003Cli>Replace the “DashThis” logo with your own\u003C/li>\u003Cli>Customize color themes\u003C/li>\u003C/ul>\u003Cp>However, with few options to organize or customize your marketing data, DashThis is more suitable as a PPC report generator for freelancers or small businesses. \u003C/p>\u003Cp>The lack of AI insights is also a downside, especially for agency users, as many clients are non-marketing types who go straight for comments and summaries.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>34+ integrations\u003C/li>\u003Cli>Custom data upload via CSV file or Google Sheets\u003C/li>\u003Cli>Visualization dashboards\u003C/li>\u003Cli>Automatic data refreshes\u003C/li>\u003Cli>Upload client or brand logos\u003C/li>\u003Cli>Create custom widgets, domains, color schemes, and email addresses\u003C/li>\u003Cli>Library of report templates\u003C/li>\u003Cli>Report sharing via email, URL, or PDF\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“I like that it is caters to different target audiences who might have marketing needs that are different e.g. small business owners and freelancers.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-10299406\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“We've always seemed to have a few issues with exporting as PDF's, particularly with the formatting of our comments in reports. The ability for more custom designs without paying more for custom design / white label means we probably would have been retained further.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-883658\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Unable to be flexible with the types of reports we're doing dates wise. It'd be nice to be able to change the dates to weeks or years within our dashboards without having to build an entire report. Especially when your reports are already full, there isn't much flexibility.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-4500002\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Pick up and use\u003C/li>\u003Cli>Many templates and dashboard examples available\u003C/li>\u003Cli>Relatively inexpensive\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Limited data organization and customization features\u003C/li>\u003Cli>Limited data integrations\u003C/li>\u003Cli>Basic-looking reports\u003C/li>\u003Cli>Visuals lack customization\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>As of January 2025, DashThis offers four pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Individual\u003C/strong>: $49/mo or $42/mo, paid yearly. Includes 3 dashboards. No white-labelling features, personalized onboarding, or priority support.\u003C/li>\u003Cli>\u003Cstrong>Professional\u003C/strong>: $159/mo or $135/mo, paid yearly. Includes 10 dashboards. No personalized onboarding or priority support.\u003C/li>\u003Cli>\u003Cstrong>Business\u003C/strong>: $309/mo or $264/mo, paid yearly. Includes 25 dashboards, white labelling, personalized onboarding, and priority support.\u003C/li>\u003Cli>\u003Cstrong>Standard\u003C/strong>: $479/mo or $409/mo, paid yearly. Includes 50 dashboards, white labelling, personalized onboarding, and priority support.\u003C/li>\u003C/ul>\u003Ch2>4. ReportGarden\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Small businesses and advertising agencies.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AQlOXDznb-4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AQlOXDznb-4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/reportgarden-alternatives-and-competitors\">ReportGarden\u003C/a> is a dashboard and reporting tool for small businesses or PPC agencies. You can use it to automate cross-channel reporting, manage campaign budgets, and create invoices. \u003C/p>\u003Cp>It comes with pre-built integrations with ad platforms like Google Ads, Facebook Ads, and Bing Ads. \u003C/p>\u003Cp>There’s a handy client management view where you can see all your clients, their connected accounts (sources), the active reports you have for each, and the contacts and invoices.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Report_Garden_Library_1acbfc0e00.png\" alt=\"ReportGarden Library.png\">When creating a report from scratch, first, you must select the client for which the report is intended. \u003C/p>\u003Cp>All the sources connected to that client will be available in the report. \u003C/p>\u003Cp>You have three widget groups to choose from:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Static widgets\u003C/strong>: Text, Image, Calendar\u003C/li>\u003Cli>\u003Cstrong>Data widgets\u003C/strong>: Different types of charts such as KPI (single value), table, pie, line, map, etc. \u003C/li>\u003Cli>\u003Cstrong>Ad-preview widgets\u003C/strong>: A new type of widget that visualizes the best-performing social media post or ad creative.  \u003C/li>\u003C/ul>\u003Cp>\u003Ci>(Psst. Whatagraph has had a similar media widget for a long time.)\u003C/i>\u003C/p>\u003Cp>The widgets stick to the grid but it’d be easier if we could see the actual grid in the report building phase. \u003C/p>\u003Cp>There are pop-up margins that help you center each widget onto the report page, which reminds of Looker Studio’s report builder. \u003C/p>\u003Cp>You can customize the color of the report page and add a background image as an option. You can also change the style and theme of every widget. \u003C/p>\u003Cp>However, there are so many options here that you’ll probably need to ask your team’s graphic designer to help you out. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Report_Garden_4793161e07.png\" alt=\"ReportGarden.png\">\u003Cbr>So, how does ReportGarden stand against the tools we’ve reviewed so far? \u003C/p>\u003Cp>The report-building environment is very similar to DashThis. Before you start, you need to choose whether you’re building a report or a dashboard. \u003C/p>\u003Cp>DashThis has a more polished user experience, and it’s easier to use overall. \u003C/p>\u003Cp>ReportGarden has more advanced PPC-specific options, like budget tracking, plus drag-and-drop widgets. \u003C/p>\u003Cp>Looker Studio is more flexible and customizable (with technical expertise), but ReportGarden has many direct connectors for non-Google PPC platforms.\u003C/p>\u003Cp>ReportGarden comes with multi-client management and PPC-focused integrations but lacks advanced data organization and customization features that full-service digital marketing agencies or big organizations need.    \u003C/p>\u003Cp>Even more common ones, like data blending and custom metrics, are not available.\u003C/p>\u003Cp>Also, there’s no way to edit multiple reports at once, as you can do in Whatagraph. \u003C/p>\u003Cp>Next, ReportGarden doesn’t have an agency-level performance dashboard, such as Whatagraph’s Overview. \u003C/p>\u003Cp>That makes tracking campaign performance across all clients difficult and time-consuming. \u003C/p>\u003Cp>We’ve also heard cases where a report pulled data for the wrong client or account, which resulted in inaccurate insights. \u003C/p>\u003Cp>Finally, if you want to use all the available integrations, you’d have to go for the most expensive Custom plan, while in Whatagraph, you have access to all channels even with the lowest pricing plan. \u003C/p>\u003Cp>All things considered, ReportGarden would be a good PPC reporting platform for startup businesses with moderate data and reporting needs. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Plenty of pre-built PPC integrations\u003C/li>\u003Cli>Budget tracking to monitor ad spend and campaign budgets directly in reports\u003C/li>\u003Cli>White-label and customize branding for reports\u003C/li>\u003Cli>Streamlines account handling\u003C/li>\u003Cli>Scheduled reports for daily, weekly, or monthly delivery\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“The one thing we dislike is the fact we are unable to filter the report per ad without creating a filter on every widget you have in your report. It is a little time consuming doing it on all widgets but if you could be able to select ad account, select ad and then generate a report for just that ad, it would be phenomenal.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/reportgarden/reviews/reportgarden-review-2079515\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>(Pro tip\u003C/strong>: Source filtering up to the ad level is possible in Whatagraph.)\u003C/p>\u003Cp>\u003Ci>“Sometimes my scheduled reports won't run or pull in the wrong Information.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/reportgarden/reviews/reportgarden-review-739009\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Reports are easy to automate and very visual. Can we very fiddly until you get the hang of the software. Great customer service team that are happy to help in many ways.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/134552/ReportGarden/reviews/Capterra___6148720/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Minimal learning curve\u003C/li>\u003Cli>Strong multi-client management and white-labeling options.\u003C/li>\u003Cli>Automated reporting \u003C/li>\u003Cli>Pricing tiers for different usage needs\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Time-consuming report-building and maintenance\u003C/li>\u003Cli>Lacks advanced data manipulation features like custom metrics and blending\u003C/li>\u003Cli>Limited scalability and time-saving features for bigger agencies \u003C/li>\u003Cli>Data refresh rates are not real-time and depend on pre-set schedules\u003C/li>\u003Cli>Very simple visualizations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong> \u003C/p>\u003Cp>As of January 2025, ReportGarden offers four pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Basic\u003C/strong>: $89/mo or $74/mo, paid yearly. Only basic Google integrations and up to 5 users.\u003C/li>\u003Cli>\u003Cstrong>Standard\u003C/strong>: $149/mo or $124/mo, paid yearly. Everything in Basic + Custom domain, Facebook Ads and Bing integrations, up to 20 users. \u003C/li>\u003Cli>\u003Cstrong>Professional\u003C/strong>: $299/mo or $249/mo, paid yearly. Everything in Standard + nearly all PPC integrations and free onboarding.   \u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong>: Custom pricing plan. Everything in Professional + access to all integrations, unlimited users, and monthly training sessions. \u003C/li>\u003C/ul>\u003Ch2>5. AgencyAnalytics\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: PPC and SEO marketing agencies.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=B7MVXBEG3U4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/B7MVXBEG3U4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-alternatives-and-competitors\">AgencyAnalytics\u003C/a> is a user-friendly reporting software for PPC, designed for small to mid-sized marketing agencies that need streamlined monitoring and reporting for their ad campaigns. \u003C/p>\u003Cp>You can connect to 80+ data sources, including major PPC platforms like Google Ads, Facebook Ads, Bing Ads, and a score of other advertising tools.\u003C/p>\u003Cp>This makes AgencyAnalytics a strong choice for marketers focused on PPC. \u003C/p>\u003Cp>AgencyAnalytics’ biggest advantage over LookerStudio, DashThis and ReportGarden is their AI insights. \u003C/p>\u003Cp>You can ask AI questions about your data, and it will give you summarized insights (although readability is not the best). \u003C/p>\u003Cp>You can also use this AI bot to discover hidden trends and opportunities.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/aa_ai_summary_814bbbf6bc.png\" alt=\"aa_ai_summary.png\">\u003Cbr>Compared to DashThis, AgencyAnalytics has more capable multi-client management and team collaboration tools but has a steeper learning curve if you try to customize your reports.\u003C/p>\u003Cp>While Looker Studio offers more flexibility in report customization, plus advanced data transformation options, AgencyAnalytics is easier to use and faster to set up for PPC reporting. \u003C/p>\u003Cp>You don’t need technical expertise to create decent-looking reports in AgencyAnalytics.\u003C/p>\u003Cp>Unlike ReportGarden’s daily refresh rates and complicated custom design, AgencyAnalytics brings near real-time reports and intuitive white-labelling options. \u003C/p>\u003Cp>This makes it especially appealing for agencies that value client transparency and quick insights.\u003C/p>\u003Cp>However, users say the platform can be unstable, as sources can disconnect frequently due to “service bandwidth” issues. \u003C/p>\u003Cp>AgencyAnalytics also lacks advanced data calculations, and its dashboards are limited and not very flexible. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/aa_report_1a07e01788.png\" alt=\"aa_report.png\">\u003Cbr>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Direct integrations to PPC platforms\u003C/li>\u003Cli>Ready-made templates\u003C/li>\u003Cli>White-label reports and branding\u003C/li>\u003Cli>User roles and collaboration\u003C/li>\u003Cli>AI features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“There are lots of integrations to pick from, however I feel that it could include more. Sometimes I have also found that the data pulled in does not match that inside the business centres across the source platforms.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10260414\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“It can sometimes be a little buggy and take time to load. Adding new integrations can sometimes be challenging because of this.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10240765\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“There are limitations on how you design the reports. It's also not clear if you have a scheduled report going out that requires approval before it goes out.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-8146322\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to use with minimal technical expertise \u003C/li>\u003Cli>Large library of templates\u003C/li>\u003Cli>Cost-effective\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Glitchy\u003C/li>\u003Cli>No advanced data calculations and organization features\u003C/li>\u003Cli>Limited integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>As of January 2025, AgencyAnalytics offers three plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Launch\u003C/strong>: $79 or $59/month, paid yearly for 5 client campaigns and basic branding. \u003C/li>\u003Cli>\u003Cstrong>Grow\u003C/strong>: $239 or $179/month, paid yearly for 10 client campaigns, AI features, metric alert, and full branding. \u003C/li>\u003Cli>\u003Cstrong>Perform\u003C/strong>: $479 or $349/month, for 15 client campaigns, trend forecasting, and data aggregation. \u003C/li>\u003C/ul>\u003Ch2>6. Swydo\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Small PPC or digital marketing agencies.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=mu6ngEvKS0w\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/mu6ngEvKS0w\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/swydo-alternatives-and-competitors\">Swydo\u003C/a> is an automated monitoring and reporting platform tailored to small to medium-sized marketing agencies and freelancers who want to simplify the monitoring and reporting process. \u003C/p>\u003Cp>The platform has 3 functionalities:  \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Connect data\u003C/strong>: You can pull data from 32+ integrations and combine it into one multi-channel report. This includes popular PPC platforms like Google Ads, Facebook Ads, and TikTok Ads.\u003C/li>\u003Cli>\u003Cstrong>Report\u003C/strong>: Create reports easily from templates or from scratch using pre-set widgets and available metrics for each channel. You can share the reports as PDFs, dashboards, or live presentations. There’s also a handy email scheduler where you can quickly set up automated sending. \u003C/li>\u003Cli>\u003Cstrong>Monitor\u003C/strong>: You can use this view to track your clients’ KPIs to quickly spot and address issues and opportunities. Swydo also comes with KPI boards, client KPI overviews and alert notifications.  \u003C/li>\u003C/ol>\u003Cp>Compared to ReportGarden or DashThis, Swydo has a much more polished UI. Once you sign up, you instantly know what’s what and where to start. \u003C/p>\u003Cp>Compared to AgencyAnalytics, Swydo has smoother report automation and better pre-built templates.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/swydo_templ_944c7a12c0.png\" alt=\"swydo templ.png\">\u003C/p>\u003Cp>There’s a variety of report templates to choose from, but for now, let’s focus on the report builder. \u003C/p>\u003Cp>Once you open the builder, you immediately know what you should do—populate the report with widgets. \u003C/p>\u003Cp>On the other hand, you need to select the channel for every widget every time, which makes you go through several steps for every widget you want to use. That can get a bit annoying. \u003Cbr>\u003Cbr>Adding widgets to a report is much faster on Whatagraph:  \u003C/p>\u003Col>\u003Cli>You select a source.\u003C/li>\u003Cli> Drag and drop all the widgets you need for that source. \u003C/li>\u003C/ol>\u003Cp>On Whatagraph, you can also change the source for each widget later without having to delete the widget and create it again under another source. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/swydo_report_c2837d85cd.png\" alt=\"swydo report.png\">\u003Cbr>Another thing is that you can’t resize the widgets by just clicking and dragging on their borders, as in Whatagraph. \u003C/p>\u003Cp>Instead, you need to manually set each widget’s size by selecting how many blocks each takes. \u003C/p>\u003Cp>In other words, it can take some time before you create a report the way you want it. \u003C/p>\u003Cp>If you have to create many reports, all these manual actions drain time you could use elsewhere.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/swydo_widget_66ce522051.png\" alt=\"swydo widget.png\">\u003Cbr>The good thing is that you can link reports together and edit them as a group, similar to Whatagraph’s linked template.\u003C/p>\u003Cp>Swydo’s reports look different from all the tools we’ve reviewed so far. \u003C/p>\u003Cp>There are no pages and borders, so the whole report looks like a Google document scrolling endlessly. \u003C/p>\u003Cp>It’s a very clean and professional look, but not everyone might like it. \u003C/p>\u003Cp>You can customize Swydo’s reports in several different ways.\u003C/p>\u003Cp>The easiest option is to use the “Brand templates”. \u003C/p>\u003Cp>You can save as many brand templates for different clients as you want and just dress up the report once it’s done. \u003C/p>\u003Cp>The report cover is also very customizable, and you can pick what you want to show there:\u003C/p>\u003Cul>\u003Cli>Author\u003C/li>\u003Cli>Client logo and name\u003C/li>\u003Cli>Date range\u003C/li>\u003Cli>Subtitle and title\u003C/li>\u003Cli>Team logo and name\u003C/li>\u003C/ul>\u003Cp>The next feature I like about Swydo is its Monitoring tab. \u003C/p>\u003Cp>You can see an overview of key metrics for each client and whether they’re trending up or down. \u003C/p>\u003Cp>This is similar to Whatagraph’s \u003Ca href=\"https://whatagraph.com/overview\">Overview\u003C/a>. \u003C/p>\u003Cp>Such an overview dashboard is not available on Looker Studio, DashThis, or ReportGarden.\u003C/p>\u003Cp>On the other hand, Swydo can be very limiting when it comes to data organization.\u003C/p>\u003Cp>Apart from a basic “Custom metric” builder, you can’t blend data sources or create custom dimensions on Swydo. \u003Cbr>This can lead to messy reports with inaccurate data and inconsistent dimensions.\u003C/p>\u003Cp>Swydo is easy to set up and suitable for agencies needing quick, straightforward PPC reports. \u003C/p>\u003Cp>But because it’s missing data manipulation options, it might not be a best choice for full-service agencies with advanced data needs.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>32+ native integrations\u003C/li>\u003Cli>Custom Google Sheets integration\u003C/li>\u003Cli>Custom metric builder\u003C/li>\u003Cli>KPI Monitoring dashboard\u003C/li>\u003Cli>Data filters and targets\u003C/li>\u003Cli>Alerts when KPIs trend up or down\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“While it has a solid range of integrations, it would be even better if there were more options for connecting to different platforms.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-10432863\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“You need to invest time in playing with the reports to have all the variables you need. Sometimes certain variables or views are unavailable, so you need to use what is available from their menu.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-10424574\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“I use Swydo for my quarterly social media reports, and it's extremely easy to connect my social accounts and Google Analytics accounts to generate clear and concise reports for my higher-ups and product teams.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-9660693\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Easy to use with minimal set-up\u003C/li>\u003Cli>A wide range of reporting templates for quick-start\u003C/li>\u003Cli>Built-in task and workflow management\u003C/li>\u003Cli>Responsive customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Limited data integrations\u003C/li>\u003Cli>Unstable data connections\u003C/li>\u003Cli>No advanced data transformations available\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Swydo’s pricing is based on the number of data sources. As of January 2025, the pricing looks like this:\u003C/p>\u003Cul>\u003Cli>First 10 data sources: included in initial monthly base fee $49\u003C/li>\u003Cli>11 - 100 data sources: $3.50 per data source\u003C/li>\u003Cli>101 - 500 data sources: $2.50 per data source\u003C/li>\u003Cli>501+ data sources: $1.50 per data source\u003C/li>\u003C/ul>\u003Cp>For example, if you need 100 data sources, expect to pay around $364/month. It’s unclear, however, whether this pricing includes Customer Support and a Customer Success Manager, or if these are extra.\u003C/p>","2025-01-27T08:12:08.072Z","2025-02-04T07:48:21.370Z","2025-01-27T10:42:34.150Z","2025-01-27",{"id":1134,"title":1135,"slug":1136,"summary":1137,"body":1138,"read_time":50,"createdAt":1139,"updatedAt":1140,"publishedAt":1141,"errors":31,"table_of_contents":32,"dateReorder":1142},2342,"How to Build a Facebook Analytics Report + [Free Template]","facebook-analytics-report","\u003Cp>The easiest (and fastest) way to create a Facebook analytics report is to use a dedicated marketing reporting tool to automate the whole process. In this article, you’ll learn how to choose the right data and reporting tool and use it to structure your reports to be the most useful for clients.   \u003C/p>","\u003Cp>Sure, you can always export the Facebook Analytics report from the Meta Business Suite and mail it to your clients.\u003C/p>\u003Cp>But at the end of the day,\u003C/p>\u003Cul>\u003Cli>Will they even understand those reports?\u003C/li>\u003Cli>Will they clearly see the progress you’re making?\u003C/li>\u003Cli>Or ask for clarification every time the report lands in their inbox?\u003C/li>\u003C/ul>\u003Cp>And what if your client has 50 Facebook accounts you need to track and report on?  \u003C/p>\u003Cp>It can become overwhelming for both your team and your clients. \u003C/p>\u003Cp>We asked 3 agency experts:\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/petermurphylewis/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Peter Murphy Lewis\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"https://strategicpete.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Strategic Pete\u003C/a>\u003Cbr>\u003Ca href=\"https://www.linkedin.com/in/iryna-melnyk94/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Iryna Melnyk\u003C/strong>\u003C/a>, Marketing Consultant @ \u003Ca href=\"https://joseangelostudios.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Jose Angelo Studios\u003C/a>\u003Cbr>\u003Ca href=\"https://www.linkedin.com/in/kyle-morris0123/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Kyle Morris\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"https://lawturbo.com/\" target=\"_blank\" rel=\"noopener noreferrer\">LawTurbo\u003C/a>\u003C/p>\u003Cp>… these questions and compiled their insights in this article.\u003C/p>\u003Cp>Plus, we'll also share two resources: a free Google Sheets template for Facebook analytics reporting and Whatagraph's Facebook report template.\u003C/p>\u003Cp>Let's dig in.\u003C/p>\u003Ch2>How to Build Facebook Analytics Reports Your Clients Will Love\u003C/h2>\u003Cp>Talking to marketing agency leaders, we’ve heard many times that clients don’t pay much attention to the reports they get.\u003C/p>\u003Cp>After all, they only care about results, right?\u003C/p>\u003Cp>This is true, but \u003Cstrong>keeping your clients engaged with reports\u003C/strong> has many benefits.\u003C/p>\u003Cp>Let’s mention a few:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Lower churn\u003C/strong>: Engaged clients are less likely to shop around for other agencies, especially if they see value in your work. \u003C/li>\u003Cli>\u003Cstrong>More informed decision-making\u003C/strong>: When clients understand the reason why, they are more likely to approve budget adjustments and strategies that you recommend.\u003C/li>\u003Cli>\u003Cstrong>Tighter collaboration\u003C/strong>: Clients who participate actively are more likely to share their feedback or preferences, which leads to increased satisfaction.  \u003C/li>\u003C/ul>\u003Cp>So, how do you create Facebook marketing reports that will swipe them off their feet?\u003C/p>\u003Cp>Let’s start with the simplest tip—choose what you put there.\u003C/p>\u003Ch3>1. Use KPIs that Matter to Clients\u003C/h3>\u003Cp>Every client will have different goals and different KPIs tied to those goals. \u003C/p>\u003Cp>It makes no sense to overwhelm them with data they don’t care about, like this:\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_insights_2e44ca58ca.png\" alt=\"facebook_insights.png\">\u003Cbr>\u003Ci>Facebook Insights report: So many tabs, so much data.\u003C/i>\u003C/p>\u003Cp>For example, \u003Cstrong>Kyle Morris\u003C/strong>, CEO of LawTurbo, a digital marketing agency specialising in the legal market, says:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>We structure Facebook reports to focus on what matters most: leads and ROI. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>And explains which metrics their clients want to see:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>For attorneys, conversions—such as form submissions, phone calls, or booked consultations—are the gold standard. We focus heavily on Cost per Lead (CPL), Conversion Rates, and overall Return on Ad Spend (ROAS).\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Engagement metrics like Clicks and Reach are always there, but Morris says they only provide context for how the campaigns drive actual results.\u003C/p>\u003Cp>In his words, lawyers care about one thing: leads that translate into cases: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>This means we emphasize conversions and ROI in every report. We spotlight the campaigns that generated the most leads and provide insights into how their ad spend translated directly into client acquisition. By keeping the focus on tangible results, we build trust and show the value of their marketing investment.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Iryna Melnyk\u003C/strong>, Marketing Consultant at Jose Angelo Studios, also structures every Facebook analytics report for clients depending on their goals:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>For brands focused on building awareness, I’ll emphasize Reach, Impressions, and audience demographics. For those prioritizing engagement, I track Likes, Shares, Comments, and Click-through Rates.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>To her, the key is to align metrics with the clients’ objectives, so they see how their investment pays off: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Conversion-focused campaigns get a deeper look at ROI, Cost per Result, and Website Traffic generated through Facebook. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Peter Murphy Lewis\u003C/strong>, CEO at Strategic Pete\u003Ci>, \u003C/i>also handpicks the metrics depending on the client's goals. Still, he says, these “core metrics” always provide valuable insights: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>Engagement metrics in terms of likes, comments, shares, and saves that identify the resonance of the content among the audience; reach and impressions for visibility; and click-through rates (CTR) for ad and post efficacy.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>From there, everything depends on what you want to achieve with the campaign.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>In campaigns designed to drive revenue, I add in conversion metrics like leads or purchases to measure the return on investment. These are complemented by ad spend and ROAS metrics that provide a clear picture of cost efficiency, adds Lewis.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>After the money metrics, you can offer more insight into your client’s Facebook account performance: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Beyond these, I often include audience demographic breakdowns to refine targeting strategies. If a certain age group or location is driving better results, that data becomes actionable for future campaigns.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>2. Tell the Story of the Client’s Facebook Data\u003C/h3>\u003Cp>Once you’ve decided which KPIs to use in your report, you should structure your report in a way that tells a story. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/high_level_kpis_05412459c4.png\" alt=\"Facebook Analytics Report - Main KPs go first\">\u003C/p>\u003Cp>Start with high-level page insights and expand into more specific KPIs with comparison charts, audience distribution donuts or pies, breakdown tables, etc.\u003C/p>\u003Cp>Morris likes to break down his Facebook analysis reports into for key sections:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>1) Executive summary highlighting the most critical metrics, 2) Detailed performance overview, 3) Campaign-specific breakdowns, and 4) Actionable recommendations. This structure ensures clients can quickly identify the success of their campaigns without getting bogged down by unnecessary data. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Lewis, on the other hand, likes to go with three sections headed by the Performance Summary. \u003C/p>\u003Cp>In this section, he puts top-level insights with very clear visuals, such as bar graphs or pie charts:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>This section is designed to immediately answer the client's primary questions of \"How are we doing overall?\" and \"Are we improving?\" For example, showing month-over-month engagement growth through a chart helps clients see progress at a glance.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>The second section is Detailed Analysis, in which he breaks down campaign performance and audience demographics:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>What it does is explain not just what transpired but why certain trends surfaced. For instance, a campaign may show a very high click-through rate yet poor conversions; I'll analyze the landing page experience to identify the problem.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>The good thing about Whatagraph reports is that you can slip in a note with actionable insights anywhere in the report. \u003C/p>\u003Cp>That’s a quick and easy way to point out a campaign’s success or areas for growth. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_report_87c5edefb3.png\" alt=\"Facebook Analytics Report - Explain the data that you present\">\u003Cbr>\u003Ci>(Btw. Whatagraph’s AI Summary makes it super-easy to grasp the high points of presented data.)\u003C/i>\u003C/p>\u003Cp>Lewis finalizes each report with Recommendations and Next Steps:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>Clients don't just want to see results; they want to know what they should do. I provide specific, actionable insights, such as reallocating budget to video ads if those are outperforming static images. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>3. Keep the Reports Visually Engaging\u003C/h3>\u003Cp>So far, you selected the metrics you want to use and decided how to organize your report to tell a story. \u003C/p>\u003Cp>Now, it’s time to make your report visually appealing. \u003C/p>\u003Cp>Sure, Excel charts do the job, but there are a lot of things you can do to make your reports look professional and easier to read.\u003C/p>\u003Cp>The biggest change you can make is to \u003Ca href=\"https://whatagraph.com/blog/articles/facebook-analytics-tools\">choose a Facebook analytics tool\u003C/a> that has clean and sleek visuals out of the box. \u003C/p>\u003Cp>Still, when building a Facebook insights report for clients, the best advice is to stick to a minimalist layout. \u003C/p>\u003Cp>You can be tempted to fit more KPI widgets onto the page, but remember which ones matter the most.  \u003C/p>\u003Cp>Group the related data visually and avoid clutter by using plenty of white space. \u003C/p>\u003Cp>Charts and graphs are your best friends when showing trends. For example:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Bar graphs\u003C/strong> for campaign comparisons month-over-month \u003C/li>\u003Cli>\u003Cstrong>Pie charts\u003C/strong> for audience demographics\u003C/li>\u003Cli>\u003Cstrong>Line charts\u003C/strong> for performance trends over time or comparisons\u003C/li>\u003C/ul>\u003Cp>Even better if you highlight key data with different colors, like, for example, green for improvements and red for drops. This way, you can draw attention to important changes.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_colors_b99a1f5db1.png\" alt=\"Facebook Analytics Report - White label your reports\">\u003Cbr>On Whatagraph, you can choose custom colors for every part of your visuals and even save your own schemes. \u003C/p>\u003Cp>You can use custom headers with subtle brand elements to make the report look more personalised. \u003C/p>\u003Cp>On Whatagraph, you can completely remove any mention of us as a software provider and use your agency’s or client’s logo on every report you make. \u003C/p>\u003Cp>You can also change every widget icon for a more personalised or engaging variant. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/change_widget_icon_839c9e7105.png\" alt=\"change_widget_icon.png\">\u003Cbr>Another way to add more visual interest to your reports is to highlight the best-performing Facebook posts using Whatagraph’s \u003Cstrong>media widget\u003C/strong>. \u003C/p>\u003Cp>Just pick whether you want a compact or expanded version and drop it on your report page. \u003C/p>\u003Cp>Select the metrics, dimensions, and other info you want to show, and you’re good to go. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/media_widget_6deca70401.gif\" alt=\"Facebook Analytics Report - Media widget in Whatagraph\">\u003C/p>\u003Cp>With media widgets, you can:\u003C/p>\u003Cul>\u003Cli>Present media and story engagement in a single board.\u003C/li>\u003Cli>Show thumbnails of each post to see what performs and what doesn’t.\u003C/li>\u003Cli>Resize the widget to show more thumbnails.\u003C/li>\u003C/ul>\u003Ch3>4. Automate Reports\u003C/h3>\u003Cp>One client will ask for a live dashboard they can check every time, even on mobile. \u003C/p>\u003Cp>Another will tell you they prefer static PDF reports they can file and present at monthly performance meetings. \u003C/p>\u003Cp>The best thing you can do?\u003C/p>\u003Cp>Choose a reporting solution that can do both without missing a beat. \u003C/p>\u003Cp>On Whatagraph, you can easily set up both report automation options: \u003C/p>\u003Cp>\u003Cstrong>Share a link to a live report\u003C/strong>: Clients can access it at any time. They can change the date range to see how the performance has changed over time and hover over graphs to get more data from specific points. \u003C/p>\u003Cp>\u003Cstrong>Schedule PDF report sending\u003C/strong>: Once you finish a report, set up an email schedule by the client’s preferences. \u003C/p>\u003Cp>Set a data range, time of day, time zone, and you're done. The client will get a fresh report in their inbox at the same time every time. \u003C/p>\u003Ch3>5. Keep the Reports Consistent\u003C/h3>\u003Cp>Use the consistent report format, structure, and terminology in every report you send.\u003C/p>\u003Cp>You may think that changing the report layout from time to time is good for keeping the readers engaged, but it will only confuse them.\u003C/p>\u003Cp>To avoid this, Lewis regularly uses report templates:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>Consistency also matters—use the same report format every time so clients can quickly find and interpret what matters to them.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Apart from the library of pre-made templates, on Whatagraph you can save any report as a team template and use it whenever you want.\u003C/p>\u003Ch2>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/save_reports_as_a_template_cef1046f3a_15ee231b13.gif\" alt=\"Facebook Analytics Report - Save report as your own template\">\u003Cbr>How to Create a Facebook Report: Step-by-Step Guide\u003C/h2>\u003Cp>You can create a Facebook report in two ways:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Make a copy of \u003C/strong>\u003Ca href=\"https://docs.google.com/spreadsheets/d/1D_V3O7SscxOns9AE_L4mFRsVsFKojix9dZwhL5yWQIo/edit?gid=6866651#gid=6866651\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>this FREE Google Sheet\u003C/strong>\u003C/a> – this is free, but you won't get comprehensive cross-channel insights, and you'll need to spend a lot of time copying and pasting data points from Facebook Insights.\u003C/li>\u003Cli>\u003Cstrong>Follow the steps below to use Whatagraph\u003C/strong> – this is easy and fast since you don't need to do any manual work. Whatagraph collects, cleans, and visualizes your data automatically.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Facebook_Analytics_Report_Template_Hero_b38256467c.png\" alt=\"Facebook Analytics Report - Whatagraph's Facebook Report\">\u003C/p>\u003Ch3>Step 1: Connect all Your Data\u003C/h3>\u003Cp>Start by connecting the data from all the Facebook page accounts you’re using for a specific client.\u003C/p>\u003Cp>With Whatagraph, you don't need to stitch any spreadsheets. Instead, you can connect all your data in just a few clicks.\u003C/p>\u003Cp>Apart from Facebook, Whatagraph has \u003Ca href=\"https://whatagraph.com/integrations\">fully managed integrations\u003C/a> with popular social media platforms, SEO, PPC and other marketing tools:\u003C/p>\u003Cul>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Ahrefs\u003C/li>\u003Cli>Semrush\u003C/li>\u003Cli>Facebook Ads\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Instagram\u003C/li>\u003Cli>YouTube\u003C/li>\u003Cli>Mailchimp\u003C/li>\u003Cli>CallRail\u003C/li>\u003Cli>Salesforce\u003C/li>\u003Cli>HubSpot\u003C/li>\u003C/ul>\u003Cp>And many others.\u003C/p>\u003Cp>These direct integrations are much more reliable than \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">third-party connectors\u003C/a> that many other \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">marketing reporting tools\u003C/a> use. Third-party connectors can slow down your online report or give you inaccurate data as they can refresh at different rates from one another.\u003C/p>\u003Cp>With Whatagraph, you can pull data from scattered sources right into your reports without missing a beat.\u003C/p>\u003Cp>The integrations are developed and maintained by our dedicated team of engineers, so once you connect your accounts, there’s nothing to update or re-connect on your part.\u003C/p>\u003Cp>How to do it:\u003C/p>\u003Cul>\u003Cli>Open Whatagraph, go to Data Sources and select the marketing platforms you need.\u003C/li>\u003Cli>Follow the on-screen instructions to provide the necessary credentials and connect each source.\u003C/li>\u003Cli>Once connected, Whatagraph will automatically pull in the latest data and update it automatically.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Facebook_Page_KP_Is_and_Metrics_f8993846d1.png\" alt=\"Facebook Analytics Report - Connect your data\">\u003C/p>\u003Cp>This way, you get:\u003C/p>\u003Cp>✅  A centralized view of all your performance metrics across platforms and tools.\u003C/p>\u003Cp>✅  Accurate and relevant data in every report you send.\u003C/p>\u003Ch3>Step 2: Choose a Report Template or Start From Scratch\u003C/h3>\u003Cp>You can create your Facebook analytics report from scratch and structure it just as you want.\u003C/p>\u003Cp>Still, having a template to start with saves a lot of time, especially if you need to report to several clients or stakeholders regularly.\u003C/p>\u003Cp>Whatagraph offers pre-made digital marketing report templates that you can customize for each client.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/create_from_template_8ebd0c2ec5.gif\" alt=\"Facebook Analytics Report - Start from a template in Whatagraph\">\u003C/p>\u003Cp>The template is your starting point. From there, you can pick the metrics and add sections that best present your campaign’s results.\u003C/p>\u003Cp>How to do it:\u003C/p>\u003Cul>\u003Cli>Go to the Templates section in Whatagraph.\u003C/li>\u003Cli>Choose the \u003Ca href=\"https://whatagraph.com/templates/facebook-analytics-report\">Facebook report template\u003C/a>.\u003C/li>\u003Cli>Alternatively, select Create New Report to build a report from scratch, choosing only the widgets and metrics that you need.\u003C/li>\u003C/ul>\u003Cp>The result:\u003C/p>\u003Cp>✅  Faster report building for multiple campaigns and stakeholders.\u003C/p>\u003Cp>✅  You can tailor each report for a specific campaign by highlighting the most relevant data.\u003C/p>\u003Cp>But, when it comes to tailoring, the next step is crucial.\u003C/p>\u003Ch3>Step 3: Customize the Report for a Specific Client\u003C/h3>\u003Cp>On Whatagraph, you can quickly customize any report template to a client's specifications. Once you find a template that is the closest match to your needs, you can start tailoring it.\u003C/p>\u003Cp>Let's recap quickly:\u003C/p>\u003Cp>✅ \u003Cstrong>Connect the data sources\u003C/strong>: You can load a template with just one source connected, but now you need to add other sources that hold your campaign data.\u003C/p>\u003Cp>✅ \u003Cstrong>Customize metrics and widgets\u003C/strong>: Check out the metrics already included in the template and decide if you need to remove some of them so the clients can really focus just on the important ones.\u003C/p>\u003Cp>✅ \u003Cstrong>Choose the appropriate visuals\u003C/strong>: Whatagraph has different chart options, such as line charts, bar graphs, funnels, and pie charts. If your client prefers a bar chart to a pie chart for a specific metric — a piece of cake. Pick the bar chart widget and select the metrics and dimensions you want to see.\u003C/p>\u003Cp>✅ \u003Cstrong>Arrange the widgets for easy interpretation\u003C/strong>: Always put the key metrics, like Organic Reach or Reactions, at the top of your report, right next to the goals widget.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_analytics_report_12_29b79a4100.png\" alt=\"Facebook Analytics Report - Customize it to clients' preferences\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Same metrics, different visuals. Choose the widget type that your clients prefer.\u003C/i>\u003C/p>\u003Cp>You can also create custom charts and save them as template widgets.\u003C/p>\u003Ch3>Step 4. Organize Data for Actionable Insights\u003C/h3>\u003Cp>Let’s quickly sum up what we have done so far:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Connect scattered sources\u003C/strong> - Done ✅\u003C/li>\u003Cli>\u003Cstrong>Pick a template\u003C/strong> - Done ✅\u003C/li>\u003Cli>\u003Cstrong>Tweak it for your campaign\u003C/strong> - Done ✅\u003C/li>\u003C/ul>\u003Cp>The problem is that actionable insights are still hidden under a heap of data.\u003C/p>\u003Cp>With Whatagraph, you can quickly sift through that data heap and pinpoint the reasons for high or low points in your campaign.\u003C/p>\u003Cp>Our \u003Ca href=\"https://whatagraph.com/organize\">Organize\u003C/a> feature helps you make sense out of scattered data by creating:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics\u003C/strong>: Unify and change the names of different metrics permanently in your report or create a new metric using a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Custom dimensions\u003C/strong>: Unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003Cli>\u003Cstrong>Data blending\u003C/strong>: Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\" target=\"_blank\" rel=\"noopener noreferrer\">combining different sources together\u003C/a> into one unified data source for getting quicker insights and keeping your dashboard neat.\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>All these features are 100% code-free and can help you cut through the clutter and uncover hidden actionable insights.\u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, you can get actionable insights from your data even faster.\u003C/p>\u003Cp>You can create:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Source groups\u003C/strong>: Group 100s of scattered data sources into a unified group in seconds.\u003C/li>\u003Cli>\u003Cstrong>Custom tags\u003C/strong>: Add \u003Ca href=\"https://www.youtube.com/watch?v=2q7DOwIJv-4\" target=\"_blank\" rel=\"noopener noreferrer\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>\u003Cstrong>Overview\u003C/strong>: Visualize your key metrics in one view and easily spot performance trends.\u003C/li>\u003C/ul>\u003Ch3>Step 5. White-Label the Report with Client Branding\u003C/h3>\u003Cp>Whatagraph has everything you need to deliver a professional experience with every Facebook page analytics report you share with your clients.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Upload your logo or your client’s logo.\u003C/li>\u003Cli>Create custom color schemes.\u003C/li>\u003Cli>Add footer and header texts.\u003C/li>\u003Cli>Create custom domains to host and share your reports.\u003C/li>\u003Cli>Change the icons and colors of your widgets.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_themes_8c7fa167c5.png\" alt=\"Facebook Analytics Report - Custom themes for all reports\">\u003C/p>\u003Cp>You can create a global theme for your agency or create multiple themes on the report and even at the widget level.\u003C/p>\u003Cp>You can also share your \u003Ca href=\"https://whatagraph.com/white-label\">white-label reports\u003C/a> on a custom domain and hide any ties to Whatagraph as the software provider.  \u003C/p>\u003Ch3>Step 6. Automate How You Share Your Report\u003C/h3>\u003Cp>The last step is to share your reports with your clients or stakeholders.\u003C/p>\u003Cp>You can do this on Whatagraph in three main ways:\u003C/p>\u003Cul>\u003Cli>Share password-protected links to a live report.\u003C/li>\u003Cli>Send reports as automated emails on a regular timetable (e.g. every week, month, …).\u003C/li>\u003C/ul>\u003Cp>Export as Excel or CSV files.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automate_516e123a66.png\" alt=\"Facebook Analytics Reports - Automate report sending\">\u003C/p>\u003Ch2>How to Structure a Facebook Analytics Report\u003C/h2>\u003Cp>Here are the 5 sections of a Facebook analytics report that no marketing professional will skip.\u003C/p>\u003Ch3>1. Executive Overview\u003C/h3>\u003Cp>This section shows the overall Facebook page performance and trends without diving into details. \u003C/p>\u003Cp>It brings attention to key Facebook metrics like:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Followers \u003C/strong>— Number of people who opted to receive updates from you.\u003C/li>\u003Cli>\u003Cstrong>Total Reach\u003C/strong> — How many unique people saw the campaign. \u003C/li>\u003Cli>\u003Cstrong>Page Views \u003C/strong>— The number of times people viewed your Page's profile (including people who are logged into Facebook and those who aren't).\u003C/li>\u003C/ul>\u003Cp>The executive overview saves time for clients who don’t have to sift through the entire report to get the big picture. \u003C/p>\u003Cp>If the results are below expectations, you can investigate specific areas more closely. \u003C/p>\u003Cp>For example, if Post Reach has dropped by 15%, this section helps spot the trend immediately. \u003C/p>\u003Cp>From there, you can do an in-depth analysis of post creatives or audience targeting to find the cause. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/executive_28b4c5c185.png\" alt=\"Facebook Analytics Report - Executive summary\">\u003C/p>\u003Ch3>2. Facebook Audience Insights\u003C/h3>\u003Cp>The demographics section helps you understand who engages with your campaign. This is important for optimizing targeting and refining content. \u003C/p>\u003Cp>Key metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Location\u003C/strong> – Where people who are most engaged with the campaign come from.\u003C/li>\u003Cli>\u003Cstrong>New Followers\u003C/strong> – Page followers gained or lost over time.\u003C/li>\u003Cli>\u003Cstrong>Returning vs. New Visitors\u003C/strong> – How many users engaged for the first time vs. repeat interactions.\u003C/li>\u003Cli>\u003Cstrong>Best Day for Engagement\u003C/strong> –  Days when users interacted most.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/audienc_fb81ff6d98.png\" alt=\"Facebook Analytics Report - Audience insights\">\u003C/p>\u003Cp>If you know your audience, you can improve targeting for the current and future campaigns. \u003C/p>\u003Cp>It also makes it easier to match content with the audience's preferences. \u003C/p>\u003Ch3>3. Engagement\u003C/h3>\u003Cp>Engagement is the best indicator of your content performance. It shows which page posts, formats, and creatives resonate with the audience. Metrics like Page Likes, Comments, and Shares give you more granularity in the overall engagement rate. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/engage_bc961db9a8.png\" alt=\"Facebook Analytics Report - Engagement section\">\u003C/p>\u003Cp>The most important engagement metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Total Engagements\u003C/strong> – Sum of likes, shares, comments, and clicks.\u003C/li>\u003Cli>\u003Cstrong>Engagement Rate\u003C/strong> – (Engagements / Reach) x 100 – Measures content effectiveness.\u003C/li>\u003Cli>\u003Cstrong>Shares\u003C/strong> – How many times content was shared.\u003C/li>\u003Cli>\u003Cstrong>Comments\u003C/strong> – Helps measure audience involvement and discussion.\u003C/li>\u003Cli>\u003Cstrong>Reactions (Like, Love, Wow, etc.)\u003C/strong> – Shows audience sentiment toward content.\u003C/li>\u003Cli>\u003Cstrong>Post Clicks\u003C/strong> – Total number of times users clicked (links, images, or “See More”).\u003C/li>\u003C/ul>\u003Cp>For example, you can see whether videos, reels or static images work best.\u003C/p>\u003Cp>On the other hand, if a specific post underperforms, you can make adjustments in near real time. \u003C/p>\u003Ch3>4. Creative and Content Analysis  \u003C/h3>\u003Cp>This section helps clients understand \u003Cstrong>which visuals, messaging, and content types\u003C/strong> drive the most engagement and conversions. By analyzing creatives side-by-side, you can spot the top-performing formats and styles.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/conten_c71f4f16f9.png\" alt=\"Facebook Analytics Report - Content performance analysis\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Whatagraph’s media widgets — a great way to bring the spotlight on your client’s post performance. \u003C/i>\u003C/p>\u003Ch3>5. Conclusions and Next Steps\u003C/h3>\u003Cp>After the Executive Overview, this is the section where most clients spend the most time. \u003C/p>\u003Cp>Busy CEOs will go straight for the takeaways. \u003C/p>\u003Cp>However, these actionable insights often take the most time to create.\u003C/p>\u003Cp>For example, if your client has 50 Facebook business pages, summarizing the next steps will probably take longer than developing a social media strategy. \u003C/p>\u003Cp>Luckily, Whatagraph makes writing summaries, wins, and recommendations a breeze.\u003C/p>\u003Cp>How?\u003C/p>\u003Cp>By using AI to analyze report data.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_summary_fb54232301.png\" alt=\"Facebook Analytics Report - AI summary in Whatagraph\">\u003C/p>\u003Cp>Instead of writing summaries yourself, you can generate \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\" target=\"_blank\" rel=\"noopener noreferrer\">AI report summaries\u003C/a> and add them to your reports using our Text widget. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/conclu_558198139a.png\" alt=\"Facebook Analytics Report - AI-generated Summary and Recommendations in Whatagraph\">\u003C/p>\u003Cp>If needed, you can also edit the AI summary to add more granular insights or personal comments.    \u003C/p>\u003Cp>Want to learn more? \u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call\u003C/a> and tell us exactly how we can help you.\u003C/p>","2025-01-31T10:16:39.644Z","2025-02-05T15:04:14.558Z","2025-01-31T11:21:28.443Z","2025-01-31",{"id":1144,"title":1145,"slug":1146,"summary":1147,"body":1148,"read_time":21,"createdAt":1149,"updatedAt":1150,"publishedAt":1151,"errors":31,"table_of_contents":32,"dateReorder":1152},2343,"6 Best AI Marketing Analytics Tools in 2025","ai-marketing-analytics-tools","\u003Cp>\u003Cspan style=\"color:#000000;\">Looking for the best AI marketing analytics tool to quickly grasp the performance of all your marketing channels?  \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Let’s make sure you pick the best one for your needs.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">To make your search easier, we highlight key differences between the 6 best AI marketing analytics tools marketers are raving about in 2025. \u003C/span>\u003C/p>","\u003Cp>We talked to marketing experts from agencies and big in-house teams. They told us what they’re looking for in an AI marketing analytics tool: \u003C/p>\u003Cp>✅ \u003Cstrong>Reliable\u003C/strong> \u003Cstrong>integrations\u003C/strong>: Bring all your data from all your channels into one space.\u003C/p>\u003Cp>✅ \u003Cstrong>Clean data\u003C/strong>: Consolidate and prepare data for AI analysis.  \u003C/p>\u003Cp>✅ \u003Cstrong>Actionable AI insights\u003C/strong>: Share clear, actionable recommendations, not basic observations. \u003C/p>\u003Cp>✅ \u003Cstrong>Performance monitoring\u003C/strong>: Get a clear view of performance, both for your clients and your internal team. \u003C/p>\u003Cp>✅ \u003Cstrong>Security\u003C/strong>: Comply with data privacy regulations.\u003C/p>\u003Ch2 style=\"margin-left:0px;\">\u003Cstrong>6 Best AI Marketing Analytics Tools in 2025\u003C/strong>\u003C/h2>\u003Cp>Here are the best AI marketing analytics tools we’ll review in this article:\u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>AgencyAnalytics\u003C/li>\u003Cli>Klipfolio\u003C/li>\u003Cli>Databox\u003C/li>\u003Cli>NinjaCat\u003C/li>\u003Cli>TapClicks\u003C/li>\u003C/ol>\u003Cp>Already using AI marketing analytics software and want to compare how it stands against the competitors’ features? Here's a table:\u003C/p>\u003Cp>[table id=18]\u003C/p>\u003Cp>Do you like this table? Feel free to \u003Ca href=\"https://docs.google.com/spreadsheets/d/1-KhoTBFeFzqkoWEoO3TFdnsZ5RyZh5WyuAj390hCcGQ/edit?gid=1977320548#gid=1977320548\" target=\"_blank\" rel=\"noopener noreferrer\">download\u003C/a> it and check it on the go! \u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Medium to large marketing agencies with 10+ employees\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Whatagraph is a marketing intelligence platform that simplifies reporting for agencies. \u003C/p>\u003Cp>It connects, standardizes, and reports multi-source marketing data in one platform—delivering accurate insights and customizable reports that scale effortlessly.\u003C/p>\u003Cp>Here’s how it works:\u003C/p>\u003Col>\u003Cli>Connect to your \u003Ca href=\"https://whatagraph.com/integrations\">data sources and channels\u003C/a> in a few clicks. Your data will flow in automatically.\u003C/li>\u003Cli>Organize and unify your data to prepare it for analysis. Create data blends, custom metrics, and dimensions—without writing a single line of code.\u003C/li>\u003Cli>Visualize your data using drag-and-drop widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a>. Create \u003Ca href=\"https://whatagraph.com/white-label\">white-labeled reports\u003C/a> with custom logos, domains, and color schemes.\u003C/li>\u003Cli>Analyze your data by client, campaign, Account Manager, or more. Identify trends, compare performance, and get actionable insights for your agency and your clients. Use AI chatbot to cut through the KPI clutter and get high-quality AI summaries. \u003C/li>\u003C/ol>\u003Cp>Share reports as live links, PDFs, Excel spreadsheets, or automated emails. You can also transfer your data to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> and \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a> through Whatagraph.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_platf_796eb6fe3f.png\" alt=\"whatagraph_platf.png\">\u003C/p>\u003Cp>And whenever you have a question, you can reach out to our support team via live chat and we’ll respond to you within 1 minute.\u003C/p>\u003Cp>All our pricing plans come with live chat and email support.\u003C/p>\u003Cp>Plus, there’s a dedicated Customer Success Manager just for you.\u003C/p>\u003Cp>But how does Whatagraph fit among the best AI tools for marketing analytics? \u003C/p>\u003Cp>Let’s dig in. \u003C/p>\u003Ch3>#1. Reliable Integrations\u003C/h3>\u003Cp>The quality of your AI insights depends on the quality of your data. \u003C/p>\u003Cp>Even the best-engineered AI workflows are worthless if the underlying data keeps breaking or showing wrong numbers. \u003C/p>\u003Cp>Looking at how some competitors struggle with data connectors, we decided to make platform stability and data accuracy a foundation of Whatagraph.\u003C/p>\u003Cp>How do we achieve that?\u003C/p>\u003Cp>By building our data connectors ourselves!\u003C/p>\u003Cp>Our integrations are \u003Ci>fully managed\u003C/i>, which means they’re more seamless, stable, and reliable than third-party connectors you can buy from different vendors.\u003C/p>\u003Cp>For example, to connect your sources, you simply:\u003C/p>\u003Cul>\u003Cli>Open Whatagraph, go to Data Sources and select the marketing platforms you need.\u003C/li>\u003Cli>Follow the on-screen instructions to provide the necessary credentials and connect each source.\u003C/li>\u003Cli>Once connected, Whatagraph will automatically pull in the latest data and update it automatically.\u003C/li>\u003C/ul>\u003Cp>From there on, there’s nothing to update on re-connect on your part.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_sources_ecea00a59d.gif\" alt=\"whatagraph_sources.gif\">\u003Cbr>Our Product engineers regularly maintain them for fewer inconsistencies and network issues.\u003C/p>\u003Cp>As far as the platform's speed is concerned, you can work with 10 sources and 100 widgets at the same time on Whatagraph without slowing down the platform.\u003C/p>\u003Cp>Thanks to a recent update to \u003Ca href=\"https://cloud.google.com/kubernetes-engine\">Google Kubernetes Engine\u003C/a>, even reports with heavy widgets, tabs, and charts take less than 10 seconds to load on Whatagraph.\u003C/p>\u003Cp>And according to data from the past 6 months, Whatagraph has an average uptime of 99.95%.\u003C/p>\u003Cp>We also have an emergency alert that will wake up all our Product engineers (even if it’s 3 am where they are) to quickly fix system outages, if there are any.\u003C/p>\u003Ch3>#2. Clean Data\u003C/h3>\u003Cp>Ok, you’ve connected all your data sources.\u003C/p>\u003Cp>Now all your data is in one place, so you can easily analyze each channel’s performance.\u003C/p>\u003Cp>You can grab a template and create a report or ask a question in the AI chat right away. \u003C/p>\u003Cp>But what if you need to analyze reach and conversions across several PPC platforms?\u003C/p>\u003Cp>What if your client wants to know the total engagement from all their social media accounts?\u003C/p>\u003Cp>If you‘ve ever tried to combine data from several sources manually, you know all the struggles:\u003C/p>\u003Cp>❌ Metrics and dimensions have different names on different platforms.\u003C/p>\u003Cp>❌  You can have missing data for the same time period, which causes errors in spreadsheet calculations.\u003C/p>\u003Cp>❌. Different platforms name locations differently (Great Britain vs. GB vs. United Kingdom vs. UK, etc.) \u003C/p>\u003Cp>❌ Even campaign names can be hard to tell from one another. \u003C/p>\u003Cp>All this can give you headaches whenever you try to get actionable insights from your data \u003C/p>\u003Cp>\u003Ci>Ok, but I have AI to tell me whatever I need to know.\u003C/i>\u003C/p>\u003Cp>Sure, you can try that, but even AI technology can’t tackle missing data, different metrics names between the platforms, anomalies in data, etc.\u003C/p>\u003Cp>This is why you need to \u003Cstrong>clean and consolidate data\u003C/strong> before exploring it with AI. \u003C/p>\u003Cp>Whatagraph makes it easy to \u003Ca href=\"https://whatagraph.com/organize\">organize\u003C/a> your scattered data and get actionable insights from it in minutes.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>For example, you can:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Blend data sources together:\u003C/strong> Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\" target=\"_blank\" rel=\"noopener noreferrer\">combining different sources\u003C/a> together into one unified data source for getting quicker insights and keeping your dashboard neat (no limits to how many sources you can blend).\u003C/li>\u003Cli>\u003Cstrong>Create custom metrics\u003C/strong>: Unify and change the names of different metrics permanently in your report or create a new metric using a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Create custom dimensions\u003C/strong>: Unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003C/ul>\u003Cp>All these features can help you prepare cross-channel data for AI analysis.\u003C/p>\u003Cp>To conclude—AI data analysis is only as accurate as the underlying data.\u003C/p>\u003Cp>Whatagraph helps you clean this data in a few minutes with zero coding.  \u003C/p>\u003Ch3>#3. Actionable AI Insights and Summaries\u003C/h3>\u003Cp>A good AI-powered marketing analytics tool should be able to dive deep into your data and come back with meaningful insights.\u003C/p>\u003Cp>Whatagraph’s AI chatbot checks that box with flying colors. \u003C/p>\u003Cp>And yet, Whatagraph’s incredibly simple and easy to use.\u003C/p>\u003Cp>Anyone from your team—whether an Account Manager or an intern—can easily log into Whatagraph and start using it immediately.\u003C/p>\u003Cp>The best thing is that you can jump straight into AI insights without even creating a report.\u003C/p>\u003Cp>Our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo&feature=youtu.be\" target=\"_blank\" rel=\"noopener noreferrer\">AI Chatbot\u003C/a> can answer any question about any of your connected data sources.\u003C/p>\u003Cp>This includes blended sources and source groups. \u003C/p>\u003Cp>Simply click on the blue chatbot icon in the bottom right corner and type a question or use one of the suggested prompts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_chatbot_start_69c9c9d7da.gif\" alt=\"Whatagraph_chatbot_start.gif\">\u003C/p>\u003Cp>In both cases, you can select the source or sources and date range that you want the AI agent to analyze. \u003C/p>\u003Cp>Then, you can copy the answer and paste it directly into any conversation you might be having with your client. \u003C/p>\u003Cp>You can ask very specific things about your marketing campaigns and get a very detailed answer with its own Key Insights:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_chatbot_detailed_70d364cfce.png\" alt=\"AI Marketing Analytics Tools - Whatagraph AI Chatbot Detailed Answer\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Great for saving time answering those ad-hoc questions from your clients.\u003C/i>\u003C/p>\u003Cp>Our AI chatbot can also read the history, so if you don't like a part of the answer, you can ask it to make any adjustments. \u003C/p>\u003Cp>Another quick way you can get valuable insights from your data is through \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\" target=\"_blank\" rel=\"noopener noreferrer\">AI Report Summaries\u003C/a>.  \u003C/p>\u003Cp>Writing comments and insights manually takes some time.  \u003C/p>\u003Cp>Between deciding what to say and what angle to take… you end up with a few bullet points that took you 10 minutes to write. \u003C/p>\u003Cp>With Whatagraph AI, creating a summary takes no longer than 10-15 seconds:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_summary_ec2dcb7b28.gif\" alt=\"whatagraph_summary.gif\">\u003C/p>\u003Cp>Then, you can edit the summary, include your own thoughts, and add it to a Text Widget. \u003C/p>\u003Ch3>#4. Performance Monitoring\u003C/h3>\u003Cp>Let’s say you have 100s of scattered data points across different sources, campaigns, channels, and accounts.\u003C/p>\u003Cp>Even if you connect all those sources with one tool, the problem is that actionable insights, trends, and patterns are hidden under a heap of data.\u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, Whatagraph can help you get actionable insights from your data without breaking a sweat:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Source groups\u003C/strong>: Group 100s of scattered data sources into a unified \u003Ca href=\"https://www.youtube.com/watch?v=z6vJ_NQ3JMU\">source group\u003C/a> in seconds.\u003C/li>\u003Cli>\u003Cstrong>Custom tags\u003C/strong>: Add \u003Ca href=\"https://www.youtube.com/watch?v=2q7DOwIJv-4\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>\u003Cstrong>Overviews\u003C/strong>: Create an internal dashboard of your clients’ accounts in one view and easily spot performance trends.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/overview_2122ea0244.png\" alt=\"AI Marketing Analytics Tools - Overview dashboard\">\u003C/p>\u003Cp>The Overview is especially useful for bigger marketing agencies, who can use it for\u003C/p>\u003Cul>\u003Cli>Unified view of their client portfolio\u003C/li>\u003Cli>Team performance tracking\u003C/li>\u003Cli>Faster, data-driven decision-making\u003C/li>\u003C/ul>\u003Ch3>#5. Security\u003C/h3>\u003Cp>User data security is one of the pillars of Whatagraph.\u003C/p>\u003Cp>We are ISO 27001 certified and GDPR compliant.\u003C/p>\u003Cp>You have full control over the data Whatagraph has access to and the transactions that occur, and you can request us to delete all your personal data any time.\u003C/p>\u003Cp>We've also built our systems from the ground up in line with best practices in security and data protection:\u003C/p>\u003Col>\u003Cli>Access to information resources is granted according to an individual’s role and the data classification. Each employee uses a unique password with a minimum of 8-10 symbols to log into their account, which is secured with 2-step verification. To ensure the highest level of data protection, passwords must be changed to a new one every 6 months.\u003C/li>\u003Cli>We encrypt data using AES-256 encryption.\u003C/li>\u003Cli>We obtain your data through third-party data integrations and create backup copies. These copies are retained for a specified period or until they are no longer relevant, after which they are deleted.\u003C/li>\u003Cli>We offer Enterprise-SSO on all pricing plans.\u003C/li>\u003C/ol>\u003Cp>Plus, all of our services run in the cloud. We do not host or run our own routers, load balancers, DNS servers, or physical servers.\u003C/p>\u003Cp>Instead, we use Google Cloud Platform and Amazon Web Services to process your data.\u003C/p>\u003Cp>These organizations have excellent compliance and regulatory audits, including SOC 1/2-3, PCI-DSS, and ISO27001.\u003C/p>\u003Cp>As a result of these security measures:\u003C/p>\u003Cp>✅ Your business data is safe from cyber threats both in transit and at rest.\u003C/p>\u003Cp>✅ Your reputation is protected from the negative consequences of data breaches.\u003C/p>\u003Cp>✅ The chances of downtime and financial loss as a result of data breaches is minimal.\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>55+ native integrations\u003C/li>\u003Cli>Custom integrations through Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Versatile drag-and-drop widgets for reports and dashboards\u003C/li>\u003Cli>Custom metrics, dimensions, and data blends\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Currency conversions\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Export to Excel and CSV\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing via email\u003C/li>\u003Cli>Links to live dashboards\u003C/li>\u003Cli>No-code data transfer to BigQuery and Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Whatagraph reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Whatagraph has a simple user interface that is easy to navigate even for those who don't have analytical skills.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8605558\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>What I like best about Whatagraph is having the ability to create reports fast and easy. No more spreadsheets to do reports, they have a great variety of templates.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8142673\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All-in-one marketing performance monitoring and reporting solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Stunning visual reports\u003C/li>\u003Cli>Makes results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Can be expensive for small agencies (under 10 employees) and freelancers\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities.\u003C/p>\u003Cp>You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Reach out to us\u003C/a> for a custom pricing plan, just for you.\u003C/p>\u003Ch2>2. AgencyAnalytics\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: PPC and SEO marketing agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=B7MVXBEG3U4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/B7MVXBEG3U4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-alternatives-and-competitors\">AgencyAnalytics\u003C/a> is a user-friendly reporting software, designed for small to mid-sized marketing agencies that need streamlined monitoring and reporting for their ad campaigns. \u003C/p>\u003Cp>You can connect to 80+ data sources, including Google Analytics 4, Google Ads, Facebook, Instagram, Shopify, and LinkedIn.\u003C/p>\u003Cp>AgencyAnalytics offers the Ask AI feature, which you can use to quickly examine the dashboard or report results in depth. \u003C/p>\u003Cp>Ask AI can analyze entire dashboard sections, pre-built integration dashboards, or individual widgets on dashboards and reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ask_ai_agencyanal_37a076a6e0.png\" alt=\"ask_ai_agencyanal.png\">\u003C/p>\u003Cp>You can ask your own questions about the data on your dashboard or select one of the pre-made prompts.\u003C/p>\u003Cp>For example, if you select the “Identify an opportunity” prompt, it can uncover an area which could be improved to increase engagement.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ask_ai_reponse_31040b788e.png\" alt=\"ask_ai_reponse.png\">\u003Cbr>Another AI-powered AgencyAnalytics feature is AI Widget Summaries. \u003C/p>\u003Cp>You can generate them for chart and graph widgets or add them to reports as standalone widgets. \u003C/p>\u003Cp>\u003Cstrong>Note\u003C/strong>: Any changes you make after generating the summary won’t show unless you delete and re-add a fresh AI summary.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/aa_widget_summary_a0fb5f2354.png\" alt=\"aa_widget_summary.png\">\u003Cbr>To lock in the changes you made, make sure you click “save the Report” in the upper right-hand corner of the editor.\u003C/p>\u003Cp>On the reporting side, AgencyAnalytics is easy to use, as you don’t need technical expertise to create decent-looking reports.\u003C/p>\u003Cp>However, if you want to customize them any further than the basics, there’s a steep learning curve. \u003C/p>\u003Cp>We’ve also heard multiple times that users wish for more flexibility in redesigning their visuals on AgencyAnalytics. \u003C/p>\u003Cp>Another complaint is that the platform can be unstable, as sources can disconnect frequently due to “service bandwidth” issues.\u003C/p>\u003Cp>This is especially evident with social media or proprietary software connections. \u003C/p>\u003Cp>AgencyAnalytics also lacks advanced data calculations, and its dashboards are limited and not very flexible. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Direct integrations\u003C/li>\u003Cli>Ready-made templates\u003C/li>\u003Cli>White-label reports and branding\u003C/li>\u003Cli>User roles and collaboration\u003C/li>\u003Cli>AI features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>AgencyAnalytics reviews from real users\u003C/strong>\u003C/p>\u003Cp>\u003Ci>“I like that it is set up with drag and drop functionality with a variety of formats to easily display data. The ability to clone templates to use for other accounts greatly speeds up new client implementation as well.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10045351\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“It can sometimes be a little buggy and take time to load. Adding new integrations can sometimes be challenging because of this.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10240765\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“There are limitations on how you design the reports. It's also not clear if you have a scheduled report going out that requires approval before it goes out.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-8146322\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to use with minimal technical expertise \u003C/li>\u003Cli>Large library of templates\u003C/li>\u003Cli>Cost-effective\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Glitchy\u003C/li>\u003Cli>No advanced data calculations and organization features\u003C/li>\u003Cli>Limited integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>As of February 2025, AgencyAnalytics offers three plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Launch\u003C/strong>: $79 or $59/month, paid yearly for 5 client campaigns and basic branding. \u003C/li>\u003Cli>\u003Cstrong>Grow\u003C/strong>: $239 or $179/month, paid yearly for 10 client campaigns, AI features, metric alerts, and full branding. \u003C/li>\u003Cli>\u003Cstrong>Perform\u003C/strong>: $479 or $349/month, paid yearly for 15 client campaigns, trend forecasting, and data aggregation. \u003C/li>\u003C/ul>\u003Ch2>3. Klipfolio\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Large data teams at companies and large agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=sw7qApKnS8U\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/sw7qApKnS8U\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/klipfolio-alternatives-and-competitors\">Klipfolio\u003C/a> is a data analytics and business intelligence platform in one. It offers two key products:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>PowerMetrics\u003C/strong>: Designed for data teams at large companies, this is a data analytics tool to centralize, standardize, and share accurate metrics throughout the organization. Non-data teams can then use these certified metrics for their dashboards and reporting needs.\u003C/li>\u003Cli>\u003Cstrong>Klips\u003C/strong>: These are your regular data visualization dashboards and reports. Klips integrates 130+ platforms, and you can also use the Rest/URL option for custom integrations. \u003C/li>\u003C/ol>\u003Cp>With PowerMetrics, you can connect all your data sources and more:\u003C/p>\u003Cul>\u003Cli>Create a curated metric catalogue for other business teams with access control and governance features.\u003C/li>\u003Cli>Run self-serve analysis and AI insights.\u003C/li>\u003Cli>Store data in one place—in your data warehouse, semantic layer, or in PowerMetrics itself.\u003C/li>\u003Cli>Share transformed and unified metrics with anyone in the organization. \u003C/li>\u003C/ul>\u003Cp>These features help you speed up decision-making and reduce ad hoc requests to data teams.\u003C/p>\u003Cp>That is if you have a dedicated data team in the first place.\u003C/p>\u003Cp>You can use PowerMetrics’ AI functionality to converse with your marketing data using natural language. \u003C/p>\u003Cp>The natural language processing algorithm can interpret your questions and automatically create the visualizations you need. \u003C/p>\u003Cp>When you discover something you want to share, you can save the visualization to a dashboard for easy access. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_explorer_ai_84c2967a85.png\" alt=\"klipfolio_explorer_ai.png\">\u003Cbr>Getting started with Klipfolio is easy. Once you create a Trial account, you get access to your first dashboard. \u003C/p>\u003Cp>But this is where things get complicated. To visualize your data, you’ll first need to create a “Klip”, which is in a different tab from the dashboard. \u003C/p>\u003Cp>There are some pre-made Klips but for the most part, you’ll need to build a custom one. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/klip_building_5c27c29436.png\" alt=\"klip_building.png\">\u003Cbr>The interface to create a custom Klip can be confusing and clunky (although there is an interactive tour). \u003C/p>\u003Cp>It can take you anywhere from 5 to 30 minutes to build a Klip, depending on how complex you want it to be. \u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>130+ integrations, including warehouses, SQL databases, and file-sharing services\u003C/li>\u003Cli>Data blending, unifying, aggregating\u003C/li>\u003Cli>Custom metrics and dimensions\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Custom dashboards and reports\u003C/li>\u003Cli>Export dashboards as PDF or image files. Export only individual clips as CSV\u003C/li>\u003Cli>Scheduled reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Klipfolio reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>I needed something to convert Google sheets into dashboards to monitor our maintenance logs. Klipfolio is an incredibly intuitive quick solution.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-8226666\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The platform can run a little slow sometimes, particularly when performing complex actions. With Klips, data sources are always fully refreshed when loading up a dashboard, which can drag down the performance when working with multiple data sources at the same time.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-6924085\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>I really dislike their training style. It's costly, and you have to pay a lot for a support ninja to help you. If you're a small company, it can run up your bill fast.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-2162671\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to use and set up\u003C/li>\u003Cli>Powerful data analytics and organization options\u003C/li>\u003Cli>AI insights to help make data-driven decisions\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Expensive with important features only available as add-ons or in Enterprise plans\u003C/li>\u003Cli>Limited customization for dashboards and templates\u003C/li>\u003Cli>Unhelpful customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Klipfolio offers three pricing plans for two of their products: PowerMetrics and Klips.\u003C/p>\u003Cp>As of February 2025, here are the plans for PowerMetrics:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>30-day free trial\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Professional\u003C/strong>: $300/month for 10 users and unlimited metrics.\u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong>: Custom pricing for 10 users, unlimited metrics, and priority support.\u003C/li>\u003C/ul>\u003Cp>The Enterprise plan comes with data warehouse integration, AI insights, and custom domains, which are only available as add-ons on the Professional plan.\u003C/p>\u003Cp>Klips’ pricing is further divided into plans for businesses and for agencies.\u003C/p>\u003Cp>As of February 2025, here are the plans for businesses:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Base\u003C/strong> — $90/month for 3 dashboards and 4 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Grow\u003C/strong> — $190/month for 10 dashboards and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Team\u003C/strong> — $350/month for 20 dashboards and 15 min data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Team+\u003C/strong> — $690/month for 60 dashboards and up to the minute data refresh rate. Includes priority support and custom onboarding.\u003C/li>\u003C/ul>\u003Cp>Here are the plans for agencies:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Agency Starter\u003C/strong> — $110/month for 5 dashboards, 5 clients, and 4 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Lite\u003C/strong> — $190/month for 15 dashboards, 15 clients, and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Pro\u003C/strong> — $420/month for 30 dashboards, 30 clients, and 30-min data refresh rate. No custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Premier\u003C/strong> — $1025/month for 80 dashboards, 80 clients, and 30-min data refresh rate.\u003C/li>\u003C/ul>\u003Ch2>4. Databox\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Boutique agencies and small businesses\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=VgTaU9QZ5vQ\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/VgTaU9QZ5vQ\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/databox-alternatives-and-competitors\">Databox\u003C/a> is a data reporting and analytics platform for growing businesses. \u003C/p>\u003Cp>You can integrate with 100+ marketing tools and connect custom data through Google Sheets or Excel. Then, you can visualize this data directly on Databox using pre-built metrics and templates. \u003C/p>\u003Cp>Once you log in to Databox, you’ll see an overview of your key metrics and performance summaries created by generative AI. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_metrics_summaries_5882f36ded.png\" alt=\"databox_metrics_summaries.png\">\u003C/p>\u003Cp>You can use generative AI performance summaries to get personalized recommendations for your metrics, goals, and Databoards.\u003C/p>\u003Cp>For example, to get the AI summary for a specific Datablock, hover over the Databoard and click “Edit”. \u003C/p>\u003Cp>This will open the Databoard in the Designer. Click on the “Performance Indicator” icon in the top right corner of the Datablock. \u003C/p>\u003Cp>This will open the performance summary for that specific Datablock.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Datablock_ai_56a460a839.png\" alt=\"Datablock_ai.png\">\u003C/p>\u003Cp>These AI-generated widget summaries help you understand performance at a glance.\u003C/p>\u003Cp>However, things get complicated when you actually start to build your own dashboard. \u003C/p>\u003Cp>You’ll need to manually configure three separate components: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Metrics\u003C/strong>: individual metric widgets\u003C/li>\u003Cli>\u003Cstrong>Databoards\u003C/strong>: live data dashboards (mostly for internal teams)\u003C/li>\u003Cli>\u003Cstrong>Reports\u003C/strong>: PowerPoint slides style reports (mostly for clients or C-Suite)\u003C/li>\u003C/ul>\u003Cp>For example, within a Databoard, you’ll need to manually customize each widget, e.g. a line chart.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/datablock_editor_13a4fb3324.png\" alt=\"datablock_editor.png\">\u003Cbr>And if you want reports, you’ll need to create a separate “Slide presentation” and manually configure the design all over again.\u003C/p>\u003Cp>Databox’s reports are also not linked, which means you’ll need to edit them one by one rather than in batch. \u003C/p>\u003Cp>All of these can add hours to reporting. \u003C/p>\u003Cp>Databox users online also say their integrations break often and there are frequent data outages. \u003C/p>\u003Cp>In addition, there’ve been multiple reports of Databox running very slow.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>100+ integrations\u003C/li>\u003Cli>Native visualization dashboards and reports\u003C/li>\u003Cli>Dashboard and report templates\u003C/li>\u003Cli>Slack, email, or in-app alerts\u003C/li>\u003Cli>KPI benchmark groups\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Databox reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>I like best that Databox provides all of your sales metrics in one place combined with multiple data sources. So you can have all your business to business sales combined.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-2984728\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The data visualization options could use more customization options, particularly with text editing. It's great for basic live dashboards, but we struggle to use this for complete reports because it doesn't give us much of an option for complete analysis.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-8006876\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>One issue with them took two months to fix. Meanwhile this was a huge issue that prevented me from even testing the platform with clients. The issue did not allow me to choose individual Facebook or Instagram accounts.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-9826095\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Easy to use\u003C/li>\u003Cli>Wide variety of integrations\u003C/li>\u003Cli>Interactive data\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Slow customer support\u003C/li>\u003Cli>Bugs and lag issues\u003C/li>\u003Cli>Broken metrics and templates\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Databox offers five different pricing plans as of February 2025:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free Forever\u003C/strong>: Limited to 3 users, 3 dashboards, and daily data updates. No custom metrics, data calculations, or report automation available. \u003C/li>\u003Cli>\u003Cstrong>Starter\u003C/strong>: $388/month for 50 data sources, 5 users, and unlimited dashboards.\u003C/li>\u003Cli>\u003Cstrong>Professional\u003C/strong>: $528/month for 50 data sources, unlimited users, unlimited dashboards, and hourly updates. Includes custom metrics and data calculations.\u003C/li>\u003Cli>\u003Cstrong>Growth\u003C/strong>: $728/month for 50 data sources and unlimited users, dashboards, and historical data. \u003C/li>\u003Cli>\u003Cstrong>Premium\u003C/strong>: $999/month for 100 data sources, and unlimited dashboards and historical data. \u003C/li>\u003C/ul>\u003Cp>Databox also offers paid add-ons like White-labeling ($250/month) and Guided Onboarding $500/month. \u003C/p>\u003Ch2>5. NinjaCat\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Marketing agencies and brands with dedicated data scientists\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=Ru0oZGKbHA0\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/Ru0oZGKbHA0\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/ninjacat-alternatives-and-competitors\">NinjaCat\u003C/a> is an end-to-end platform for connecting to your data sources, cleaning the data, visualizing it, and shipping it to destinations.\u003C/p>\u003Cp>You can integrate with 100+ pre-built connectors, including CRM, search engine advertising, web analytics, e-commerce, email marketing, and project management tools.\u003C/p>\u003Cp>You can then simplify and harmonize your data with no-code transformations and custom calculations. \u003C/p>\u003Cp>There’s also an option to store your data in a managed warehouse. \u003C/p>\u003Cp>Alternatively, you can ship your data to external storage destinations like Snowflake, BigQuery, or Amazon S3 or business intelligence destinations like Tableau and Looker Studio.\u003C/p>\u003Cp>As far as artificial intelligence options are concerned, NinjaCat has two features:\u003C/p>\u003Cp>\u003Cstrong>AI Agents\u003C/strong>: Designed to automate specific tasks, these AI assistants help you save time and optimize performance while digging out deeper insights from your data. \u003C/p>\u003Cp>For example, the Campaign Performance Monitoring Agent monitors ad spend in real-time, alerting you to overspending and inefficiencies to protect your budget.\u003C/p>\u003Cp>The Content Creation Agent assists in copywriting by analyzing ad copy and suggests improvements to boost engagement and conversion rates.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ninjacat_ai_agents_277314d29e.png\" alt=\"ninjacat_ai_agents.png\">\u003Cbr>\u003Cstrong>AI Insights Generator Widget\u003C/strong>: This is an AI summary widget you can link with a data widget in the template builder. It generates automated text about the connected data, depending on the prompt and language settings.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ninjacat_widget_ai_23e533711a.png\" alt=\"ninjacat_widget_ai.png\">\u003C/p>\u003Cp>When it comes to creating reports, you can start from a blank template (that looks like a “canvas”) and add and adjust metric widgets as needed.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>100+ pre-built connectors\u003C/li>\u003Cli>No-code transformations and calculations\u003C/li>\u003Cli>Data transfer to BI tools and data warehouses\u003C/li>\u003Cli>Easy ad spend and campaign performance monitoring\u003C/li>\u003Cli>White-label options\u003C/li>\u003Cli>White-glove setup and service\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>NinjaCat reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>NinjaCat helped us have a single pane of glass for all of our advertising channels in one place. Additionally, it has reduced the amount of time our team has had to put into our reporting decks.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-8401124\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>NinjaCat can be finicky at times, so I struggle to use it as a live dashboard. I think it works stronger for me when I'm using a standard report during a set time frame that I can download\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-4347991\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>When processing a large number of groups it can take a while. Users often run reports at the same time each month, however we are a large client with over a thousand reports that need run.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-4228806\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>  \u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automated client reporting\u003C/li>\u003Cli>One platform for integration and visualization\u003C/li>\u003Cli>Multiple choice of destinations\u003C/li>\u003Cli>Custom branded reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Separate workspaces to organize and visualize data\u003C/li>\u003Cli>Complex visualization builder\u003C/li>\u003Cli>Performance issues with reports\u003C/li>\u003Cli>No autosave in case of a crash\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>NinjaCat doesn’t offer fixed pricing plans, and no information is available on its website.\u003C/p>\u003Ch2>6. TapClicks\u003C/h2>\u003Cp>\u003Cstrong>Most suitable for\u003C/strong>: Medium to large companies with PPC and SEO campaigns\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=rTMeZoZ3hXQ\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/rTMeZoZ3hXQ\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/tapclicks-alternatives-and-competitors\">TapClicks\u003C/a> is not your regular digital marketing platform—it’s eight different products bundled into one. Here’s a quick breakdown of what each component does:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>TapData\u003C/strong> – Move your data between platforms, create custom data blends, and format it however you need.\u003C/li>\u003Cli>\u003Cstrong>TapReports\u003C/strong> – Build custom dashboards and automate reporting for clients.\u003C/li>\u003Cli>\u003Cstrong>TapAnalytics\u003C/strong> – Spot market trends and opportunities from your data to improve decision-making.\u003C/li>\u003Cli>\u003Cstrong>TapInsights\u003C/strong> – Get AI-powered recommendations to optimize campaigns.\u003C/li>\u003Cli>\u003Cstrong>TapOrders\u003C/strong> – Automate client orders, CRM imports, and online forms—ideal for eCommerce businesses.\u003C/li>\u003Cli>\u003Cstrong>TapWorkflow\u003C/strong> – Streamline task management and workflows to boost efficiency.\u003C/li>\u003Cli>\u003Cstrong>Raven by TapClicks\u003C/strong> – Run SEO audits, keyword research, and rank tracking.\u003C/li>\u003Cli>\u003Cstrong>Competitive Intelligence\u003C/strong> – Gather local SEM data insights to create better client proposals.\u003C/li>\u003C/ul>\u003Cp>This might sound impressive, but according to user reviews, TapClicks tries to do everything but struggles to excel at any one thing. \u003C/p>\u003Cp>We’ve heard complaints like frequent connection failures, inaccurate reporting, and a steep learning curve—even with months of onboarding support.  \u003C/p>\u003Cp>As an AI marketing analytics tool, TapClicks uses ChatGPT to help you analyze datasets and create in-depth summaries of your dashboards. \u003C/p>\u003Cp>You can use ChatGPT in two ways on TapClicks:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Add a ChatGPT widget to dashboards\u003C/strong>: This widget displays the ChatGPT interface and responds to your prompts in the same way as the ChatGPT website does. \u003C/li>\u003Cli>\u003Cstrong>Send widget data to ChatGPT\u003C/strong>: In this case, ChatGPT will automatically generate a detailed summary that you can add to your executive summary.  \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tapclicks_send_chatgpt_18bb9eeb95.png\" alt=\"tapclicks_send_chatgpt.png\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Wide variety of integrations (their website doesn’t say exactly how many)\u003C/li>\u003Cli>Advanced data calculations\u003C/li>\u003Cli>Data Exporter to send data to data warehouses, databases, and data visualization tools\u003C/li>\u003Cli>Interactive dashboards\u003C/li>\u003Cli>AI-powered insights\u003C/li>\u003Cli>Report automation\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>TapClicks reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>The ability to pull data from all places via the built-in connectors. If there is not a native connector, you can also pull the data through the platform's smart connector\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9545684\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>While TapClicks offers robust analytics, sometimes the interface can feel overwhelming, especially for new users\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9578351\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>One area where TapClicks could improve is in addressing data discrepancies, especially in real-time dashboard updates. In my experience, I've encountered instances of data mismatches that hindered the accuracy of the reports.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9578373\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Powerful data analytics\u003C/li>\u003Cli>Customizable and interactive dashboards\u003C/li>\u003Cli>Responsive customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Data inaccuracies\u003C/li>\u003Cli>Connection issues and lags\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>TapClicks’ pricing can be confusing as you’ll need to build your own packages.\u003C/p>\u003Cp>You start by choosing your data package:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>TapDataLite\u003C/strong>: $99/month for 64 connectors\u003C/li>\u003Cli>\u003Cstrong>TapData+\u003C/strong>: $349/month for 250+ connectors\u003C/li>\u003Cli>\u003Cstrong>TapData Max\u003C/strong>: $649/month for 250+ connectors and API access\u003C/li>\u003C/ol>\u003Cp>Then, you choose your data destination:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>TapReports\u003C/strong>: $199/month for report automation, custom branding, and advanced calculations\u003C/li>\u003Cli>\u003Cstrong>TapAnalytics\u003C/strong>: $899/month for custom channels, margin & markup rules, and interactive dashboards\u003C/li>\u003Cli>\u003Cstrong>TapInsights\u003C/strong>: $1399/month for AI-generated executive summaries, configurable alerts, and benchmark widgets\u003C/li>\u003Cli>\u003Cstrong>Third-party destinations\u003C/strong>: Custom pricing\u003C/li>\u003C/ol>\u003Cp>\u003Ci>All destination packages come with 10 clients and unlimited users.\u003C/i>\u003C/p>\u003Cp>Looking at these pricing plans, even the lightest data package with the reporting package which includes AI capability costs you almost 1,500 dollars a month. \u003C/p>","2025-02-06T10:02:16.007Z","2025-02-20T09:52:24.795Z","2025-02-06T15:21:27.512Z","2025-02-06",{"id":1154,"title":1155,"slug":1156,"summary":1157,"body":1158,"read_time":12,"createdAt":1159,"updatedAt":1160,"publishedAt":1161,"errors":31,"table_of_contents":32,"dateReorder":1162},2344,"Cross-Channel Marketing Report: A Step-by-Step Guide","cross-channel-marketing-report","\u003Cp>​​The easiest (and fastest) way to create a cross-channel marketing report is to use a dedicated marketing reporting tool to automate the whole process. In this article, you’ll learn how to choose the right data and reporting tool and use it to structure your reports to be the most useful for clients.   \u003C/p>","\u003Cp>You can log into multiple platforms and download each report as a spreadsheet, but this is not practical at all. \u003C/p>\u003Cp>Plus, there’s a huge margin for error. \u003C/p>\u003Cp>You can combine exported data in spreadsheets or write custom formulas to get cross-channel insights….\u003C/p>\u003Cp>… and even if you somehow manage the data, you’ll have to repeat the process for every cross-channel marketing report you create. \u003C/p>\u003Cp>But at the end:\u003C/p>\u003Cul>\u003Cli>Will your clients get the big picture?\u003C/li>\u003Cli>Will they understand the value of your work?\u003C/li>\u003Cli>How can you save time building the reports?\u003C/li>\u003C/ul>\u003Cp>We asked 7 agency experts:\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/camdenolivero/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Camden Olivero\u003C/strong>\u003C/a>, Owner and Growth Strategist @ \u003Ca href=\"https://nicheandneedle.com/\">Niche and Needle Marketing\u003C/a>,\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/aaron-white-a7b98079/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Aaron White\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"https://www.outbound.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Outbound\u003C/a>\u003Cstrong>,\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/stef-oosterik-931754145/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Stef Oosterik\u003C/strong>\u003C/a>, Quality Manager @ \u003Ca href=\"https://dtchdigitals.com/nl/\" target=\"_blank\" rel=\"noopener noreferrer\">Dtch. Digitals\u003C/a>,\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/daus-s-a06b1a19a/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Firdaus Sateem\u003C/strong>\u003C/a>, Founder @ \u003Ca href=\"https://voidseo.io/\" target=\"_blank\" rel=\"noopener noreferrer\">VoidSEO\u003C/a>, \u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/chriscoussons/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Chris Coussons\u003C/strong>\u003C/a>, Founder @ \u003Ca href=\"https://visionary-marketing.co.uk/digital-marketing-agency-london\" target=\"_blank\" rel=\"noopener noreferrer\">Visionary Marketing\u003C/a>, \u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/petermurphylewis/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Peter Murphy Lewis\u003C/strong>\u003C/a>, CEO @ \u003Ca href=\"https://strategicpete.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Strategic Pete\u003C/a>,\u003C/p>\u003Cp>\u003Ca href=\"https://www.linkedin.com/in/drew-cove/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Drew Cove\u003C/strong>\u003C/a>, Senior SEO Manager @ \u003Ca href=\"https://www.digitalparc.com/\" target=\"_blank\" rel=\"noopener noreferrer\">DigitalParc\u003C/a>\u003C/p>\u003Cp>… these questions and compiled their insights in this article.\u003C/p>\u003Cp>Plus, we'll also share two resources: a free Google Sheets template for cross-channel marketing reporting and Whatagraph's cross-channel report template.\u003C/p>\u003Cp>Let's get started.\u003C/p>\u003Ch2>Cross-Channel Marketing Report: How to Prove ROI?\u003C/h2>\u003Cp>Chatting to marketing agency leaders, we’ve heard many times that clients don’t pay much attention to the reports they get.\u003C/p>\u003Cp>After all, they only care about results, right?\u003C/p>\u003Cp>That's true, but clients who don’t read reports often fail to see the value of your cross-channel marketing strategy month after month. \u003C/p>\u003Cp>And the first step is to \u003Cstrong>keep them engaged\u003C/strong> with your reports.\u003C/p>\u003Cp>How do you do that? \u003C/p>\u003Cp>Start by choosing things you put in reports in the first place.\u003C/p>\u003Ch3>1. Choose the KPIs that Matter\u003C/h3>\u003Cp>So, what do clients want to see in your cross-channel marketing dashboard?\u003C/p>\u003Cp>For\u003Cstrong> Camden Olivero\u003C/strong>, CEO of Niche and Needle, clients want to see the ROI and whether they have the right cross-channel mix to optimize their marketing budget: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>They will not want to spend money on underperforming platforms, so my reports will highlight where money is being well spent and where it needs reallocation.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>The KPIs that Olivero tracks depend on the client’s business type but always trace back to the sales funnel: \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>The key metrics tracked include Customer Acquisition Cost (CAC), Lifetime Value (LTV), Cost Per Click (CPC), Cost Per Acquisition (CPA), and Conversion Rates across all platforms. However, CPA is my priority because keeping acquisition costs low while maximizing top-of-funnel volume is key to sustainable growth. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Firdaus Sateem\u003C/strong>, founder of VoidSEO, likes to combine paid and organic:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>I usually pair SEO and Google Ads together. Both impact Google search visibility, so reporting on them side-by-side gives a clearer view of overall Search Engine Marketing (SEM) effectiveness. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This approach helps clients identify trends, explains Firdaus. \u003C/p>\u003Cp>\u003Cstrong>Chris Coussons\u003C/strong>, Founder of Visionary Marketing, chooses KPIs depending on the client’s goals. \u003C/p>\u003Cp>But still, he focuses on business impact, not vanity metrics:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>Instead of just showing impressions or clicks, it is important to prioritise lead quality, conversion rates, and ROI. If a client cares about brand awareness, it makes sense to look at reach, engagement, and sentiment. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>If they’re focused on sales, then revenue, ROAS, and customer acquisition costs should take centre stage, explains Coussons and adds:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>A report is only useful if it answers the question: is this marketing actually working?’’\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>2. Tell the Story of Cross-Channel Marketing Data\u003C/h3>\u003Cp>Once you’ve decided which KPIs to use in your report, you should structure your report in a way that tells a story.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_makreitng_report_summary_deeb2fd346.png\" alt=\"Cross-channel marketing report - Cross Channel Marketing Report Summary - Dashboard with performance metrics, media spend, and conversion costs.\">\u003Cbr>Start with a high-level performance overview and expand into more specific KPIs with comparison charts, audience distribution, paid overview, socials, etc.\u003C/p>\u003Cp>\u003Cstrong>Aaron White\u003C/strong>, CEO of Outbound, says that at the end of the day, clients care about two things: what’s working and what’s not:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>When it comes to cross-channel reporting, clarity is everything. We always start with a easy to read summary so clients can quickly see how their marketing is performing, then we dive into the details by channel.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003Cbr>\u003Cbr>For Coussons, the key to structuring cross-channel reports is \u003Cstrong>simplicity with depth\u003C/strong>.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>Cross-channel reporting is one of those things that can either be very useful or the total opposite, filled with numbers that many don't understand. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>He adds that it’s important to break reports into three core sections:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>An overview (the big picture), channel performance (the specifics), and key insights (what’s working and what needs adjusting). \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/three_sections_of_a_cross_channel_marketing_report_5e61f88e08.png\" alt=\"Cross-channel marketing report - Three dashboards showing website and traffic overview.\">\u003Cbr>White prefers to highlight key takeaways rather than dump a ton of raw data: \u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>We found it's a better user experience as the user doesn't have to skim through blocks of content to find key info. A good reporting tool should make this easy by blending data seamlessly, offering AI-driven insights, and allowing customization so clients get the info they need without the fluff.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Blending data helps you get insights from cross-channel reporting faster. \u003C/p>\u003Cp>A good reporting tool can blend similar metrics from different channels like Google Analytics,  social media platforms, paid media, etc. \u003C/p>\u003Cp>This way, you can always see the big picture, for example, the click-through rates across all channels. \u003C/p>\u003Cp>To Coussons, data blending is a key part of multichannel reporting: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>If we’re running multi-touch campaigns, we’ll also blend data to show how different channels contribute to conversions rather than looking at them in silos.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Another way to support your story of data is to use AI to create actionable insights. \u003C/p>\u003Cp>We’ve heard from many agency leaders that clients often go straight for the insights section, skimming through the rest of the report. \u003C/p>\u003Cp>However, digging out valuable insights for the specific context takes a lot of time. \u003C/p>\u003Cp>Whatagraph’s \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo\" target=\"_blank\" rel=\"noopener noreferrer\">AI chatbot\u003C/a> can answer any questions about all your connected data or campaigns in natural language—just like talking to your personal data expert. \u003C/p>\u003Cp>For example, “\u003Ci>What was the total ad spend from Google Ads and LinkedIn Ads in January last year\u003C/i>”?\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_chatbot_in_Whatagraph_cdb092c0b0.png\" alt=\"Cross-channel marketing report - AI Chatbot in Whatagraph - Three white buttons with ad metric questions and a chat icon.\">\u003Cbr>It works for report summaries as well.\u003C/p>\u003Cp>Instead of writing summaries yourself, you can generate \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\" target=\"_blank\" rel=\"noopener noreferrer\">AI report summaries\u003C/a> and add them to your multi-channel marketing dashboard using our Text widget. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_summary_in_Whatagraph_f0a09443c2.png\" alt=\"Cross-channel marketing report - AI Summary In Whatagraph - Pop-up window labeled \">\u003Cbr>You can then tweak the AI summary to add more granular insights or personal comments.   \u003C/p>\u003Cp>As Coussons points out:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>AI insights can be useful, but they’re never a replacement for human analysis. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote] \u003C/p>\u003Cp>According to him, you should never skip on adding your own notes:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>Clients want to see results, not just raw data, so we always include commentary on why certain metrics have changed and what we’re doing next. \u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>3. Make the Reports Visually Engaging\u003C/h3>\u003Cp>So far, you’ve selected the KPIs you want to use and decided how to structure your report so your clients can understand what works and what doesn’t.\u003C/p>\u003Cp>Now, it’s time to make your report visually appealing.\u003C/p>\u003Cp>Sure, Excel charts do the job, but there are a lot of things you can do to make your reports look professional and easier to read.\u003C/p>\u003Cp>The biggest change you can make is to \u003Ca href=\"https://whatagraph.com/blog/articles/best-dashboard-reporting-tools\">choose a dashboard reporting tool\u003C/a> that has clean and sleek visuals out of the box.\u003C/p>\u003Cp>When building a multichannel marketing reporting dashboard for clients, the best advice is to stick to a minimalist layout.\u003C/p>\u003Cp>Olivero explains why:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>I keep reports clear and actionable, using visualizations, trend lines, and simplified breakdowns instead of raw numbers. I also highlight key takeaways upfront so clients don't have to dig through data to find the insights that matter.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>You may want to fit more KPI widgets onto the page, but keep in mind which ones matter the most.\u003C/p>\u003Cp>Group the related data visually and avoid clutter by using plenty of white space.\u003C/p>\u003Cp>Charts and graphs are your best friends when showing trends. For example:\u003C/p>\u003Cul>\u003Cli>Bar graphs for campaign comparisons month-over-month\u003C/li>\u003Cli>Pie charts for audience demographics\u003C/li>\u003Cli>Line charts for performance trends over time or comparisons\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/different_visualization_types_in_Whatagraph_b4d050f706.png\" alt=\"Cross-channel marketing report - Whatagraph - A dashboard with three charts: viral reach by days, sessions/conversions, and page impressions over time.\">\u003C/p>\u003Cp>Even better if you highlight key data with different colors, like, for example, green for improvements and red for drops. This way, you can draw attention to important changes.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_colors_in_Whatagraph_917cc92922.png\" alt=\"Cross-channel marketing report - Whatagraph - Dashboard screen showing viral reach and page impression charts with color customization options.\">\u003Cbr>On Whatagraph, you can choose custom colors for every part of your visuals and even save your own schemes.\u003C/p>\u003Cp>You can use custom headers with subtle brand elements to make the report look more personalised.\u003C/p>\u003Cp>On Whatagraph, you can completely remove any mention of us as a software provider and use your agency’s or client’s logo on every report you make.\u003C/p>\u003Cp>You can also change every widget icon for a more personalised or engaging variant.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/changing_widget_icon_in_Whatagraph_0d52902014.png\" alt=\"Cross-channel marketing report - Changing Widget Icon - Icon selection window with categories and search.\">\u003C/p>\u003Cp>Another way to add more visual interest to your cross-channel marketing reports is to highlight the best-performing social media post or ad creative with Whatagraph’s media widget.\u003C/p>\u003Cp>Just pick whether you want a compact or expanded version and drop it on your report page.\u003C/p>\u003Cp>Select the metrics, dimensions, and other info you want to show, and you’re good to go.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/media_widget_in_Whatagraph_d1c23013cd.gif\" alt=\"Cross-channel marketing report - Media Widget - The Whatagraph report editor, showing \">\u003C/p>\u003Cp>With media widgets, you can:\u003C/p>\u003Cul>\u003Cli>Present media and story engagement on a single board.\u003C/li>\u003Cli>Show thumbnails of each post to see what performs and what doesn’t.\u003C/li>\u003Cli>Resize the widget to show more thumbnails.\u003C/li>\u003C/ul>\u003Cp>Finally, you should white-label your reports with custom branding. \u003C/p>\u003Cp>Here are some of the perks you get:\u003C/p>\u003Cp>✅ \u003Cstrong>Caring for the client\u003C/strong>: A white-labelled report communicates that you really took the effort to create it instead of using a generic third-party tool.\u003C/p>\u003Cp>✅ \u003Cstrong>Boosting brand awareness\u003C/strong>: You can use your agency logo on every report you send to boost your brand awareness. In combination with your good work, clients will automatically relate your agency's colors with efficiency and trust.\u003C/p>\u003Cp>✅ \u003Cstrong>Professionalism & confidentiality\u003C/strong>. When you remove the third-party branding, clients feel reassured that their data is handled securely in your ecosystem.\u003C/p>\u003Cp>White labelling is especially important if you're looking to sign on bigger clients.\u003C/p>\u003Cp>Let's take the example of Dtch. Digitals, a full-service agency based in the Netherlands that made rebranding—down to the last report—a key part of their growth strategy.\u003C/p>\u003Cp>In 2023, this agency grew rapidly, expanding to over 50 employees and 250 clients.\u003C/p>\u003Cp>Along the way, they realized their identity and operations needed to evolve, too.\u003C/p>\u003Cp>As \u003Cstrong>Stef Oosterik\u003C/strong>, their Quality Manager, explained, they needed to level up their reporting tech stack to meet the demands of the growing team and clients.\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>We wanted to make reporting more professional for our clients and ensure it aligned with our rebranding.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>While with their previous reporting software, they could only upload a logo, with Whatagraph, \u003C/p>\u003Cp>Dtch. Digitals could fully white-label the dashboards and reports to reflect their new branding.\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>The look and feel of the reports is way more professional compared to before, Stef noted.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>With their old reporting tool, the visuals were static and looked outdated. With Whatagraph, the agency now has sleek, professional reports that match their new identity.\u003C/p>\u003Cp>Whatagraph's live dashboards, cross-channel insights, and overall intuitive design also made it easier for the Dtch. Digitals’ team to communicate the results of their marketing campaigns with clients.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>Whatagraph’s reports are now our foundation for discussing results with clients. And thanks to attractive visuals, clients can see the professionality behind our agency, Stef concluded.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>In fact, since adopting Whatagraph, Dtch. Digitals have seen a \u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">50% decrease in churn\u003C/a>.\u003C/p>\u003Ch3>4. Automate Reports \u003C/h3>\u003Cp>One client will ask for a live cross-channel marketing dashboard, which they can check in real-time, even on mobile.\u003C/p>\u003Cp>Another will tell you they prefer static PDF reports they can file and present at monthly performance meetings.\u003C/p>\u003Cp>The best thing you can do?\u003C/p>\u003Cp>Choose a reporting solution that can do both without missing a beat.\u003C/p>\u003Cp>On Whatagraph, you can easily set up both report automation options:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Share a link to a live report\u003C/strong>: Clients can access it anytime. They can change the date range to see how the performance has changed over time and hover over graphs to get more data from specific touchpoints.\u003C/li>\u003Cli>\u003Cstrong>Schedule PDF report sending\u003C/strong>: Once you finish a report, set up an email schedule by the client’s preferences.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automating_a_report_in_Whatagraph_fd177f670b.png\" alt=\"Cross-channel marketing report - Automating A Report In Whatagraph - Form with fields for report automation details and email recipient.\">\u003Cbr>Set a date range, time of day, time zone, and you're done. The client will get a fresh report in their inbox at the same time every time.\u003C/p>\u003Cp>Still, Coussons advises against setting the reports on full autopilot:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>Automation helps, but we always include a human touch, every report has an accompanying summary with clear takeaways written, not just charts and tables.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Even when you automate report sending, on Whatagraph, you have a Review step before the report gets sent.\u003C/p>\u003Cp>This is where you give each report a final check and, if needed, add an AI-generated summary or suggest the next steps.\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automated_report_review_step_in_Whatagraph_dc7f0fd99a.png\" alt=\"Cross-channel marketing report - Automated Report Review Step In Whatagraph - A dashboard view showing a report in \">\u003Cbr>5. Keep the Reports Consistent \u003C/h3>\u003Cp>Use the consistent report format, structure, and terminology in every report you send.\u003C/p>\u003Cp>It’s also important to use the terminology that your clients are familiar with. \u003C/p>\u003Cp>For example, different marketing platforms often have different names for the same metrics.\u003C/p>\u003Cp>On Whatagraph, you can easily unify metrics and dimension names for any data source group.\u003C/p>\u003Cp>This not only makes reports cleaner and more organized but also easier for non-marketers to understand. \u003C/p>\u003Cp>No one explains this better than \u003Cstrong>Drew Cove\u003C/strong>, SEO of DigitalParc:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>We use Whatagraph for all our client’s reports. The ability to title metrics differently is important to us because we often report the same metrics to different clients and just need to call them differently because many clients have internal terminology that is very different from one another.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Also, you may think that changing the report layout from time to time is good for keeping the readers engaged, but it will only confuse them.\u003C/p>\u003Cp>To avoid this, \u003Cstrong>Peter Murphy Lewis\u003C/strong>, CEO of Strategic Pete, regularly uses report templates:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>Consistency also matters—use the same report format every time so clients can quickly find and interpret what matters to them.\u003C/i>\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Apart from the library of pre-made templates, on Whatagraph you can save any report as a team template and use it whenever you want.\u003C/p>\u003Ch2>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/saving_a_report_as_a_template_in_Whatagraph_3638d3926e.gif\" alt=\"Cross-channel marketing report - Saving A Report As A Template In Whatagraph - An Instagram page report with key performance indicators.\">\u003Cbr>How to Create a Cross-Channel Marketing Report: Step-by-Step Guide\u003C/h2>\u003Cp>You can create a cross-channel marketing report in two ways:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Make a copy of \u003C/strong>\u003Ca href=\"https://docs.google.com/spreadsheets/d/1zkqTe4Ti44vpGvpLXtccLfoUngjvigGCzDh6l2Y91oc/edit?gid=0#gid=0\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>this FREE Google Sheet\u003C/strong>\u003C/a> – this is free, but you won't get comprehensive omnichannel marketing insights, and you'll need to spend a lot of time copying and pasting data points from various channels.\u003C/li>\u003Cli>\u003Cstrong>Follow the steps below to use Whatagraph\u003C/strong> – this is easy and fast since you don't need to do any manual work. Whatagraph collects, cleans, and visualizes your data automatically.\u003C/li>\u003C/ol>\u003Ch3>\u003Cstrong>Step 1: Connect all Your Data\u003C/strong>\u003C/h3>\u003Cp>Start by connecting the data from all the channels relevant to your cross-channel marketing campaign.\u003C/p>\u003Cp>With Whatagraph, you don't need to stitch any spreadsheets. Instead, you can connect all your data in just a few clicks.\u003C/p>\u003Cp>Whatagraph has \u003Ca href=\"https://whatagraph.com/integrations\">fully managed integrations\u003C/a> with popular social media platforms, SEO, PPC and other marketing tools:\u003C/p>\u003Cul>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Ahrefs\u003C/li>\u003Cli>Semrush\u003C/li>\u003Cli>Facebook Ads\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Instagram\u003C/li>\u003Cli>YouTube\u003C/li>\u003Cli>Mailchimp\u003C/li>\u003Cli>CallRail\u003C/li>\u003Cli>Salesforce\u003C/li>\u003Cli>HubSpot\u003C/li>\u003C/ul>\u003Cp>And many others.\u003C/p>\u003Cp>These direct integrations are much more reliable than \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-data-connectors\">third-party connectors\u003C/a> that many other \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">marketing reporting tools\u003C/a> use. Third-party connectors can slow down your online report or give you inaccurate data as they can refresh at different rates from one another.\u003C/p>\u003Cp>With Whatagraph, you can pull data from scattered sources right into your reports without missing a beat.\u003C/p>\u003Cp>The integrations are developed and maintained by our dedicated team of engineers, so once you connect your accounts, there’s nothing to update or re-connect on your part.\u003C/p>\u003Cp>How to do it:\u003C/p>\u003Cul>\u003Cli>Open Whatagraph, go to Data Sources and select the marketing platforms you need.\u003C/li>\u003Cli>Follow the on-screen instructions to provide the necessary credentials and connect each source.\u003C/li>\u003Cli>Once connected, Whatagraph will automatically pull in the latest data and update it automatically.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/connecting_new_sources_in_Whatagraph_ae540bb121.gif\" alt=\"Cross-channel marketing report - Connecting New Sources In Whatagraph - A data table showing connected sources in a data source management platform.\">\u003C/p>\u003Cp>Apart from these integrations, you can connect any other data source you have, including offline data (store visits, TV advertising, etc), in several ways:\u003C/p>\u003Cul>\u003Cli>Google BigQuery connection\u003C/li>\u003Cli>Custom API connection\u003C/li>\u003Cli>Google Sheets\u003C/li>\u003Cli>Manual copy/pasting Excel, Google Sheets, or CSV data in Offline Widgets. (see below)\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/offline_widget_in_Whatagraph_4d678e29d8.gif\" alt=\"Cross-channel marketing report - Offline Widget In Whatagraph - The Whatagraph interface showing report editing options.\">\u003C/p>\u003Cp>This way, you get:\u003C/p>\u003Cp>✅ A centralized view of all your performance metrics across platforms and tools.\u003C/p>\u003Cp>✅ Accurate and relevant data in every report you send.\u003C/p>\u003Ch3>Step 2: Choose a Report Template or Start From Scratch\u003C/h3>\u003Cp>You can create your report from scratch and structure it just as you want.\u003C/p>\u003Cp>Still, having a template to start with saves a lot of time, especially if you need to report to several clients or stakeholders regularly.\u003C/p>\u003Cp>Whatagraph offers pre-made digital marketing report templates you can customize for each client.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/creating_report_from_template_in_Whatagraph_0ecdd52995.gif\" alt=\"Cross-channel marketing report - Creating Report From Template In Whatagraph - Vita Activity Panel with folder and report display.\">\u003Cbr>The template is your starting point. From there, you can pick the metrics and add sections that best present your campaign’s results.\u003C/p>\u003Cp>How to do it:\u003C/p>\u003Cul>\u003Cli>Go to the Templates section in Whatagraph.\u003C/li>\u003Cli>Choose a report or dashboard template that matches your needs.\u003C/li>\u003Cli>Alternatively, select Create New Report to build a report from scratch, choosing only the widgets and metrics that you need.\u003C/li>\u003C/ul>\u003Cp>The result:\u003C/p>\u003Cp>✅ Faster report building for multiple campaigns and stakeholders.\u003C/p>\u003Cp>✅ You can tailor each report for a specific campaign by highlighting the most relevant data.\u003C/p>\u003Cp>But, when it comes to tailoring, the next step is crucial.\u003C/p>\u003Ch3>Step 3: Customize the Report for a Specific Client\u003C/h3>\u003Cp>On Whatagraph, you can quickly customize any report template to a client's specifications. \u003C/p>\u003Cp>Once you find a template that's the closest match to your needs, you can start tailoring it.\u003C/p>\u003Cp>Let's recap quickly:\u003C/p>\u003Cp>✅ \u003Cstrong>Connect the data sources\u003C/strong>: You can load a template with just one source connected, but now you need to add other sources that hold your campaign data.\u003C/p>\u003Cp>✅ \u003Cstrong>Customize metrics and widgets\u003C/strong>: Check out the metrics already included in the template and decide if you need to remove some of them so the clients can really focus just on the important ones.\u003C/p>\u003Cp>✅ \u003Cstrong>Choose the appropriate visuals\u003C/strong>: Whatagraph has different chart options, such as line charts, bar graphs, funnels, and pie charts. If your client prefers a bar chart to a pie chart for a specific metric — a piece of cake. Pick the bar chart widget and select the metrics and dimensions you want to see.\u003C/p>\u003Cp>✅ \u003Cstrong>Arrange the widgets for easy interpretation\u003C/strong>: Always put the key metrics like New Subscribers, Customer Engagement, and Conversions at the top of your report, right next to the goals widget.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/various_chart_types_in_Whatagraph_bf4f2732f6.png\" alt=\"Cross-channel marketing report - Various Chart Types In Whatagraph - Dashboard featuring a funnel, bar graph, line graph, and donut chart.\">\u003Cbr>You can also create custom charts and save them as template widgets.\u003C/p>\u003Ch3>Step 4. Organize Data for Actionable Insights\u003C/h3>\u003Cp>Let’s do a quick recap:\u003C/p>\u003Cp>✅ \u003Cstrong>Connect scattered sources\u003C/strong> – Done\u003Cbr>✅ \u003Cstrong>Pick a template\u003C/strong> – Done\u003Cbr>✅ \u003Cstrong>Tweak it for your campaign\u003C/strong> – Done\u003C/p>\u003Cp>But here’s the catch—your actionable insights are still buried under a mountain of raw data.\u003C/p>\u003Cp>That’s where Whatagraph steps in. \u003C/p>\u003Cp>Instead of sifting through rows of numbers, you can use Whatagraph to cut through the noise and find exactly what’s driving your campaign’s success (or holding it back).\u003C/p>\u003Cp>With \u003Ca href=\"https://whatagraph.com/organize\">Organize\u003C/a>, you can turn scattered data into clear, actionable insights using:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics\u003C/strong> – Standardize and rename metrics across platforms or create new ones with a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Custom dimensions\u003C/strong> – Unify naming conventions across different data sources and group data for easier comparison.\u003C/li>\u003Cli>\u003Cstrong>Data blending\u003C/strong> – \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\" target=\"_blank\" rel=\"noopener noreferrer\">Merge multiple data sources\u003C/a> into one unified dataset for quicker insights and a clutter-free dashboard.\u003C/li>\u003C/ul>\u003Cp>No more scrolling through long reports—just clear, data-driven decisions at a glance.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>All these features are 100% code-free and can help you cut through the clutter and uncover hidden actionable insights.\u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, you can get actionable insights from your data even faster.\u003C/p>\u003Cp>You can create:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Source groups\u003C/strong>: Group 100s of scattered data sources into a unified group in seconds.\u003C/li>\u003Cli>\u003Cstrong>Custom tags\u003C/strong>: Add \u003Ca href=\"https://www.youtube.com/watch?v=2q7DOwIJv-4\" target=\"_blank\" rel=\"noopener noreferrer\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/li>\u003Cli>\u003Cstrong>Overview\u003C/strong>: Visualize your key metrics in one view and easily spot performance trends.\u003C/li>\u003C/ul>\u003Cp style=\"margin-left:0px;\">The Overview is especially useful for bigger marketing agencies, who can use it to:\u003C/p>\u003Cul>\u003Cli>Get an unified view of their client portfolio\u003C/li>\u003Cli>Track team performance\u003C/li>\u003Cli>Drive faster decision-making\u003C/li>\u003C/ul>\u003Ch3>Step 5. White-Label the Report with Client Branding\u003C/h3>\u003Cp>With Whatagraph, every report you share looks and feels polished and professional—just the way your clients expect.\u003C/p>\u003Cp>Here’s what you can customize:\u003C/p>\u003Cp>✅ \u003Cstrong>Branding\u003C/strong> – Upload your logo or your client’s logo for a fully personalized look.\u003Cbr>✅ \u003Cstrong>Colors\u003C/strong> – Match your reports to brand guidelines with custom color schemes.\u003Cbr>✅ \u003Cstrong>Headers & footers\u003C/strong> – Add important notes or branding elements.\u003Cbr>✅ \u003Cstrong>Custom domains\u003C/strong> – Host and share reports on your own domain.\u003Cbr>✅ \u003Cstrong>Widgets & icons\u003C/strong> – Adjust widget colors and icons to align with your brand’s aesthetic.\u003C/p>\u003Cp>Whether you want a global theme for your agency or need custom styling for individual reports or widgets, Whatagraph gives you complete control. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_themes_in_Whatagraph_b6bb109bb2.png\" alt=\"Cross-channel marketing report - Custom Themes In Whatagraph - Settings panel for customizing visual themes for a Whatagraph account.\">\u003Cbr>You can also share your \u003Ca href=\"https://whatagraph.com/white-label\">white-label reports\u003C/a> on a custom domain and remove all traces of Whatagraph—so your reports look 100% like your own.\u003C/p>\u003Ch3>Step 6. Automate How You Share Your Report\u003C/h3>\u003Cp>The last step is to share your reports with your clients or stakeholders.\u003C/p>\u003Cp>You can do this on Whatagraph in three main ways:\u003C/p>\u003Cul>\u003Cli>Share password-protected links to a live report.\u003C/li>\u003Cli>Send reports as automated emails on a regular timetable (e.g. every week, month, …).\u003C/li>\u003Cli>Export as Excel or CSV files.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/report_automation_in_Whatagraph_4187a8520c.png\" alt=\"Cross-channel marketing report - Report Automation - Interface for scheduling automated reports, showing frequency, time, and delivery options.\">\u003C/p>\u003Ch2>How to Structure a Cross-Channel Marketing Report\u003C/h2>\u003Cp>Here are the 6 sections of a cross-channel marketing report that no marketing professional will skip.\u003C/p>\u003Ch3>1. Performance Overview\u003C/h3>\u003Cp>The Performance Overview section gives you a clear breakdown of key marketing metrics—so you can track goal completion, spend, and quickly compare the campaign performance with the previous month.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_performance_overview_2_65db963495.png\" alt=\"Cross-channel marketing report - Cross Channel Performance Overview - Dashboard showing performance metrics: goal completions, media spend, and cost per conversion.\">\u003C/p>\u003Cp>Key metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>All Conversions: \u003C/strong>Shows the total goal completions, so you can measure the overall effectiveness of your cross-channel marketing strategy right on. If the number is low, you should look deeper into areas that need optimization.\u003C/li>\u003Cli>\u003Cstrong>Media Spend: \u003C/strong>Displays the total amount spent on marketing campaigns. It’s useful for keeping budgets in check and aligning your spend with results.\u003C/li>\u003Cli>\u003Cstrong>Conversions Over Time: \u003C/strong>A timeline view of goal completions makes it easy to spot trends and seasonality. It helps you identify high- and low-performing days so you can tweak your scheduling.\u003C/li>\u003Cli>\u003Cstrong>Cost per Conversion: \u003C/strong>Tells you how much you’re spending per successful action (e.g., leads, sales, sign-ups). A high cost means you may need to refine targeting or optimize ad spend.\u003C/li>\u003C/ul>\u003Ch3>2. Acquisition Overview\u003C/h3>\u003Cp>The Acquisition Overview helps you understand how users find your client’s website and how effectively each channel drives conversions. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/acquisition_overview_0a6307a101.png\" alt=\"Cross-channel marketing report - Acquisition Overview - Analytics dashboard showing user acquisition channels, user trends, and conversion data.\">\u003C/p>\u003Cp>Key metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Top Channels - Users: \u003C/strong>Shows which channels (Direct, Organic, Paid, Referral) bring in the most visitors. When you know which sources drive the most traffic, it’s easier to focus your marketing efforts.\u003C/li>\u003Cli>\u003Cstrong>Users & New Users: \u003C/strong>A high percentage of new users is a sign of strong reach, while a high returning visitor rate suggests strong engagement.\u003C/li>\u003Cli>\u003Cstrong>Bounce Rate: \u003C/strong>Measures how many users leave without interacting further. A high bounce rate can mean two things: A) irrelevant traffic or B) poor user experience.\u003C/li>\u003Cli>\u003Cstrong>Goal Completions & Conversion Rates: \u003C/strong>These are the most important KPIs of success as they tell you how many users take action (purchase, sign up, download, etc.).\u003C/li>\u003C/ul>\u003Ch3>3. Website Overview\u003C/h3>\u003Cp>You can use the Website Overview to get a big-picture view of your site's performance. \u003C/p>\u003Cp>It helps you track user engagement, identify problem areas, and optimize messaging for better results. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/website_overview_51e5db27f7.png\" alt=\"Cross-channel marketing report - Website Overview - A dashboard displaying website analytics data, charts, and metrics.\">\u003C/p>\u003Cp>Key metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Users & New Users: \u003C/strong>A high number of new users means your outreach is effective. A high share of returning users is a sign of strong engagement.\u003C/li>\u003Cli>\u003Cstrong>Bounce Rate: \u003C/strong>A high bounce rate (like the one shown here) can signal issues with content relevance, page load speed, or user experience—something worth looking into.\u003C/li>\u003Cli>\u003Cstrong>Avg. Session Duration: \u003C/strong>A higher session duration usually means users find your content interesting, while a low number is a warning for weak engagement.\u003C/li>\u003C/ul>\u003Ch3>4. Audience Overview\u003C/h3>\u003Cp>This section helps you understand who your users are, where they come from, and what interests them.\u003C/p>\u003Cp>Instead of guessing who your audience is, you get a clear breakdown of demographics, device preferences, and customer behavior to tailor campaigns effectively.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/audience_overview_dad135c71c.png\" alt=\"Cross-channel marketing report - Audience Overview - Dashboard with charts showing audience demographics, device usage, and interests.\">\u003C/p>\u003Cp>Key metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Users by Country: \u003C/strong>Helps in targeting specific regions with localized content, ads, or promotions. Conversion rates show you which countries bring high-value users vs. just traffic.\u003C/li>\u003Cli>\u003Cstrong>Device Breakdown: \u003C/strong>For example, a high mobile user base means you need to optimize your content and UX for mobile. On the other hand, high desktop traffic might mean B2B users are engaging during work hours. \u003C/li>\u003Cli>\u003Cstrong>In-Market Interest Categories: \u003C/strong>Reveals what topics and industries your audience is interested in. You can use these insights to refine your ad targeting and create content that resonates with their buying intent.\u003C/li>\u003C/ul>\u003Ch3>5. PPC Channels Overview\u003C/h3>\u003Cp>This section is handy for monitoring PPC campaign effectiveness, controlling costs, and optimizing conversions. \u003C/p>\u003Cp>Instead of jumping between platforms, this section brings all the key metrics into one place.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Google_Ads_overview_6c42eb75e9.png\" alt=\"Cross-channel marketing report - Google Ads Overview - A dashboard with charts and metrics tracking ad campaign performance.\">\u003C/p>\u003Cp>Key metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Impressions & Clicks: \u003C/strong>Impressions tell you how often your ads are seen, while clicks show engagement.\u003C/li>\u003Cli>\u003Cstrong>Conversions & Cost per Conversion: \u003C/strong>Conversions measure how many users complete a goal (purchase, sign-up, etc.). Cost per conversion tells you how efficiently your ad spend translates into actual results—again helping you optimize ROI.\u003C/li>\u003Cli>\u003Cstrong>Total Ad Spend: \u003C/strong>Keeps you within budget and ensures your ad dollars are spent wisely. If spend is high but conversions are low, it may be time to refine targeting or ad creatives.\u003C/li>\u003Cli>\u003Cstrong>Ad\u003C/strong> \u003Cstrong>Performance Over Time:\u003C/strong> Tracks conversion trends and cost fluctuations throughout the campaign. It helps you spot peak-performing days and adjust bids or budgets accordingly.\u003C/li>\u003C/ul>\u003Cp>Apart from Google Ads, with Whatagraph you can connect and report on any paid media channel—Facebook Ads, LinkedIn Ads, TikTok Ads, Reddit Ads, or any other platform in your PPC mix. \u003C/p>\u003Cp>This way, you get a true cross-channel view of your advertising efforts and can compare which platforms bring the best ROI.\u003C/p>\u003Ch3>6. Organic Overview\u003C/h3>\u003Cp>The Organic Traffic Overview shows you how well your website is performing in search engine rankings and whether your SEO efforts are driving the right audience. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/organic_traffic_overview_0aabfd8c97.png\" alt=\"Cross-channel marketing report - Organic Traffic Overview - Dashboard with charts and metrics showing traffic performance and goal completion.\">\u003C/p>\u003Cp>Key metrics to include:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Average Position (Ranking): \u003C/strong>This shows how well your pages rank on search engines. A lower number means better visibility, which means more clicks and traffic.\u003C/li>\u003Cli>\u003Cstrong>Performance Over Time: \u003C/strong>This line+bar chart tracks fluctuations in organic traffic, which helps you to spot trends and seasonality. It comes in handy for assessing the impact of SEO updates, content changes, or Google algorithm shifts.\u003C/li>\u003C/ul>\u003Ch2>Cross-Channel Report Examples\u003C/h2>\u003Cp>Let’s now take a look at 3 examples of effective cross-channel marketing reports created on Whatagraph:\u003C/p>\u003Ch3>Example 1  \u003C/h3>\u003Cp>This dashboard helps you quickly grasp the performance of your PPC channels, social media, and website. \u003C/p>\u003Cp>You can easily add more sections to cover additional channels like e-commerce or email marketing. \u003C/p>\u003Cp>The PPC channel breakdown chart clearly shows that something is wrong with this client’s Facebook Ads campaign.\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_report_example_1_b3ed37386b.png\" alt=\"Cross-channel marketing report - Cross Channel Report Example - Dashboard of PPC, social media and web analytics data.\">\u003Cbr>Example 2\u003C/h3>\u003Cp>It’s a good practice to give your report a human touch by adding a cover image which celebrates teamwork and joint effort.  \u003C/p>\u003Cp>The executive summary section is right at the top, together with recommendations. Busy clients may just read these takeaways and consider themselves informed.  \u003C/p>\u003Cp>The most important KPIs for this client are clearly shown in the next section with an interesting combination of 3 widget types:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Single value widget\u003C/strong> — for highlighting the KPI\u003C/li>\u003Cli>\u003Cstrong>Goal widget\u003C/strong> — to show the completion of the KPI goal\u003C/li>\u003Cli>\u003Cstrong>Line chart\u003C/strong> — to show the fluctuation of KPI for the reporting period\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_report_example_2_f0f8c2aab7.png\" alt=\"Cross-channel marketing report - Cross Channel Report Example - Performance report with charts, graphs, and tables.\">\u003C/p>\u003Ch3>Example 3\u003C/h3>\u003Cp>This report uses blended sources to show the total marketing performance across all channels. \u003C/p>\u003Cp>This client’s most important KPIs are clearly Impressions, Clicks, and Conversions.\u003C/p>\u003Cp>After the high-level metrics, this client has requested a more detailed breakdown by channel and source, as well as a campaign overview by brand and platform.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_report_example_3_81d9b51bec.png\" alt=\"Cross-channel marketing report - Cross Channel Report Example - Dashboard with charts, tables and key metrics.\">\u003C/p>\u003Ch2>FAQs\u003C/h2>\u003Cp>\u003Cstrong>What is cross-channel marketing data analysis?\u003C/strong>\u003C/p>\u003Cp>Cross-channel marketing data analysis is a form of marketing analytics where you collect and analyse data from every channel and campaign you use. The result is a complete view of your customer's journey and the role of each channel in converting customers.\u003C/p>\u003Cp>\u003Cstrong>What’s the difference between cross-channel marketing analytics and multi-channel analytics?\u003C/strong>\u003C/p>\u003Cp>The main difference between cross-channel marketing analytics and multi-channel analytics is that multi-channel analytics measures the performance of several channels, not necessarily all of them, nor how they work together. \u003C/p>\u003Cp>Cross-channel analytics, on the other hand, measures the performance of all your marketing channels and how they work together to drive conversions. \u003C/p>\u003Cp>\u003Cstrong>What is omnichannel marketing?\u003C/strong>\u003C/p>\u003Cp>In omnichannel marketing, the channels are all related, but the platforms are also interconnected to create an interactive customer experience. \u003C/p>\u003Cp>This strategy maximizes engagement and removes the boundary between offline and online marketing. \u003C/p>","2025-02-12T14:57:35.917Z","2025-03-20T17:42:08.174Z","2025-02-13T08:17:41.065Z","2025-02-13",{"id":1164,"title":1165,"slug":1166,"summary":1167,"body":1168,"read_time":21,"createdAt":1169,"updatedAt":1170,"publishedAt":1171,"errors":31,"table_of_contents":32,"dateReorder":1172},2345,"9 Best AI Reporting Tools in 2025","ai-reporting-tools","\u003Cp>Looking for an AI reporting tool to turn complex data into clear, actionable insights—all in one place? But don’t have time to sift through endless options?\u003C/p>\u003Cp>We’ve got you covered.\u003C/p>\u003Cp>To make your search easier, we break down the key differences between the 9 best AI reporting tools that can make your decision-making faster in 2025. \u003C/p>","\u003Cp>We talked to experts from agencies, small businesses and big in-house teams. They told us what they’re looking for in an AI reporting tool:\u003C/p>\u003Cp>✅ \u003Cstrong>Reliable\u003C/strong> \u003Cstrong>integrations\u003C/strong> —\u003Cstrong> \u003C/strong>Bring all your data from all your channels into one space.\u003C/p>\u003Cp>✅ \u003Cstrong>Clean data \u003C/strong>— Consolidate and prepare data for AI reporting.\u003C/p>\u003Cp>✅ \u003Cstrong>Performance monitoring\u003C/strong> — Get a clear view of performance, both for your clients and your internal team.\u003C/p>\u003Cp>✅ \u003Cstrong>Actionable AI insights\u003C/strong> — Share clear, actionable recommendations, not basic observations.\u003C/p>\u003Cp>✅ \u003Cstrong>Customizable reports\u003C/strong> — Easily repurpose any report for a new client with custom branding and new KPIs that align with their business goals.\u003C/p>\u003Cp>✅ \u003Cstrong>Report automation\u003C/strong> — Set up reporting flows with minimal input from your side.\u003C/p>\u003Ch2>9 Best AI Reporting Tools in 2025\u003C/h2>\u003Cp>Here are the best AI reporting tools we’ll review in this article:\u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>Klipfolio\u003C/li>\u003Cli>NinjaCat\u003C/li>\u003Cli>Venngage\u003C/li>\u003Cli>Easy-Peasy.AI\u003C/li>\u003Cli>Piktochart\u003C/li>\u003Cli>Tableau\u003C/li>\u003Cli>Power BI\u003C/li>\u003Cli>Domo\u003C/li>\u003C/ol>\u003Cp>We decided to divide these tools in 3 categories:\u003C/p>\u003Cul>\u003Cli>The best AI reporting tools for marketers,\u003C/li>\u003Cli>The best AI report generators and,\u003C/li>\u003Cli>The best tools that use AI for reporting in large organizations. \u003C/li>\u003C/ul>\u003Cp>Let’s begin. \u003C/p>\u003Ch2>Best AI Reporting Tools for Marketers\u003C/h2>\u003Cp>If you’re a marketer, you need a tool that helps you track campaign performance efficiently. Apart from stable data connectors, look for customizable visualizations, no-code data cleaning, and AI agents you can interact with in natural language.  \u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Medium to large marketing agencies with 10+ employees\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Whatagraph is a marketing intelligence platform that simplifies reporting for agencies.\u003C/p>\u003Cp>It connects, standardizes, and reports multi-source marketing data in one platform—delivering accurate insights and customizable reports that scale effortlessly.\u003C/p>\u003Cp>Here’s how it works:\u003C/p>\u003Col>\u003Cli>Connect to your \u003Ca href=\"https://whatagraph.com/integrations\">data sources and channels\u003C/a> in a few clicks. Your data will flow in automatically.\u003C/li>\u003Cli>Organize and unify your data to prepare it for analysis. Create data blends, custom metrics, and dimensions—without writing a single line of code.\u003C/li>\u003Cli>Visualize your data using drag-and-drop widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made report templates\u003C/a>. Create \u003Ca href=\"https://whatagraph.com/white-label\">white-labeled reports\u003C/a> with custom logos, domains, and color schemes.\u003C/li>\u003Cli>Analyze your data by client, campaign, Account Manager, or more. Identify trends, compare performance, and get actionable insights for your agency and your clients. Use AI chatbot to cut through the KPI clutter and get high-quality AI summaries.\u003C/li>\u003C/ol>\u003Cp>Share reports as live links, PDFs, Excel spreadsheets, or automated emails. You can also transfer your data to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> and \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a> through Whatagraph.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_1_7d5f06ee53.png\" alt=\"AI Reporting Tools - Diagram showing connections between different data sources and reporting options\">\u003C/p>\u003Cp>And whenever you have a question, you can reach out to our support team via live chat and we’ll respond to you within 1 minute.\u003C/p>\u003Cp>All our pricing plans come with live chat and email support.\u003C/p>\u003Cp>Plus, there’s a dedicated Customer Success Manager just for you.\u003C/p>\u003Cp>But how does Whatagraph fit among the best AI tools for marketing reporting?\u003C/p>\u003Cp>Let’s get started.\u003C/p>\u003Ch3>#1. Performance Monitoring\u003C/h3>\u003Cp>For example, let’s say you have 100s of scattered data points across different sources, campaigns, channels, and accounts.\u003C/p>\u003Cp>Even if you connect all those sources with one tool, the problem is that actionable insights, trends, and patterns are hidden under a pile of data.\u003C/p>\u003Cp>Thanks to recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, Whatagraph can help you get actionable insights from your data without breaking a sweat:\u003C/p>\u003Cp>✅ \u003Cstrong>Source groups\u003C/strong>: Group 100s of scattered data sources into a unified \u003Ca href=\"https://www.youtube.com/watch?v=z6vJ_NQ3JMU\" target=\"_blank\" rel=\"noopener noreferrer\">source group\u003C/a> in seconds. This way, you can report on their aggregated metrics without creating custom formulas.\u003C/p>\u003Cp>✅ \u003Cstrong>Custom tags\u003C/strong>: Add \u003Ca href=\"https://www.youtube.com/watch?v=2q7DOwIJv-4\" target=\"_blank\" rel=\"noopener noreferrer\">custom tags\u003C/a> to your data and filter it by client, business type, location, Account Manager, etc.\u003C/p>\u003Cp>✅ \u003Cstrong>Overviews\u003C/strong>: Create an internal dashboard of your clients’ accounts in one view and easily spot performance trends.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_2_f5f0302fe3.png\" alt=\"AI Reporting Tools - A table showing actual spend, impressions, and CTR for various clients.\">\u003C/p>\u003Cp>The Overview is especially useful for bigger marketing agencies, who can use it for:\u003C/p>\u003Cul>\u003Cli>Unified view of their client portfolio\u003C/li>\u003Cli>Team performance tracking\u003C/li>\u003Cli>Faster, data-driven decision-making\u003C/li>\u003C/ul>\u003Ch3>#2. Actionable Insights and Summaries\u003C/h3>\u003Cp>A good AI reporting tool for agencies should be able to dive deep into clients’ data and return meaningful insights.\u003C/p>\u003Cp>Whatagraph’s AI chatbot checks that box with flying colors.\u003C/p>\u003Cp>And yet, Whatagraph’s incredibly simple and easy to use.\u003C/p>\u003Cp>Anyone from your team—whether an Account Manager or an intern—can easily log into Whatagraph and start using it immediately.\u003C/p>\u003Cp>The best thing is that you can jump straight into AI insights without even creating a report.\u003C/p>\u003Cp>Our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo&feature=youtu.be\" target=\"_blank\" rel=\"noopener noreferrer\">AI Chatbot\u003C/a> can answer any question about any of your connected data sources.\u003C/p>\u003Cp>This includes blended sources and source groups.\u003C/p>\u003Cp>Simply click on the blue chatbot icon in the bottom right corner and type a question or use one of the suggested prompts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_3_41cad10387.gif\" alt=\"Whatagraph AI chatbot\">\u003C/p>\u003Cp>In both cases, you can select the source or sources and date range that you want the AI agent to analyze.\u003C/p>\u003Cp>Then, you can copy the answer and paste it directly into any conversation you might be having with your client.\u003C/p>\u003Cp>You can ask very specific things about your marketing campaigns and get a very detailed answer with its own Key Insights:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_4_922275b8a6.png\" alt=\"AI Reporting Tools - Performance data table with two campaigns and key insights.\">\u003C/p>\u003Cp>Our AI chatbot can also read the history, so if you don't like a part of the answer, you can ask it to make any adjustments.\u003C/p>\u003Cp>Another quick way you can get valuable insights from your data is through \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\" target=\"_blank\" rel=\"noopener noreferrer\">AI Report Summaries\u003C/a>.\u003C/p>\u003Cp>Writing comments and insights manually takes some time.\u003C/p>\u003Cp>Between deciding what to say and what angle to take… you end up with a few bullet points that took you 10 minutes to write.\u003C/p>\u003Cp>With Whatagraph AI, creating a summary takes no longer than 10-15 seconds:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_5_96488aee38.gif\" alt=\"Whatagraph AI summaries\">\u003C/p>\u003Cp>Then, you can edit the summary, include your own thoughts, and add it to a Text Widget.\u003C/p>\u003Ch3>#3. Reliable Integrations\u003C/h3>\u003Cp>The quality of your AI insights depends on the quality of your data.\u003C/p>\u003Cp>Even AI-generated marketing reports are worthless if the underlying data keeps breaking or showing wrong numbers.\u003C/p>\u003Cp>Looking at how some competitors struggle with data connectors, we decided to build platform stability and data accuracy into the foundation of Whatagraph.\u003C/p>\u003Cp>How do we achieve that?\u003C/p>\u003Cp>By building our data connectors ourselves!\u003C/p>\u003Cp>Our integrations are \u003Ci>fully managed\u003C/i>, which means they’re more seamless, stable, and reliable than third-party connectors you can buy from different vendors.\u003C/p>\u003Cp>For example, to connect your sources, you simply:\u003C/p>\u003Cul>\u003Cli>Open Whatagraph, go to Data Sources and select the marketing platforms you need.\u003C/li>\u003Cli>Follow the on-screen instructions to provide the necessary credentials and connect each source.\u003C/li>\u003Cli>Once connected, Whatagraph will automatically pull in the latest data and update it automatically.\u003C/li>\u003C/ul>\u003Cp>From there on, there’s nothing to update on re-connect on your part.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_6_bd7c28244c.gif\" alt=\"Whatagraph data sources\">\u003C/p>\u003Cp>Our Product engineers regularly maintain them for fewer inconsistencies and network issues.\u003C/p>\u003Cp>As far as the platform's speed is concerned, you can work with 10 sources and 100 widgets at the same time on Whatagraph without slowing down the platform.\u003C/p>\u003Cp>Thanks to a recent update to \u003Ca href=\"https://cloud.google.com/kubernetes-engine\" target=\"_blank\" rel=\"noopener noreferrer\">Google Kubernetes Engine\u003C/a>, even reports with heavy widgets, tabs, and charts take less than 10 seconds to load on Whatagraph.\u003C/p>\u003Cp>And according to data from the past 6 months, Whatagraph has an average uptime of 99.95%.\u003C/p>\u003Cp>We also have an emergency alert that will wake up all our Product engineers (even if it’s 3 am where they are) to quickly fix system outages, if there are any.\u003C/p>\u003Ch3>#4. Clean and Accurate Data\u003C/h3>\u003Cp>Ok, you’ve connected all your data sources with reliable integrations.\u003C/p>\u003Cp>Your data is in one place, so you can easily analyze each channel’s performance.\u003C/p>\u003Cp>With Whatagraph, you don’t even have to create a report to get insights — you can ask a question about any connected source in the AI chat right away.\u003C/p>\u003Cp>But what if you need to analyze reach and conversions across several PPC platforms?\u003C/p>\u003Cp>What if your client wants to know the total engagement from all their social media accounts?\u003C/p>\u003Cp>If you‘ve ever tried to combine data from several sources manually, you know all the struggles:\u003C/p>\u003Cp>❌ Metrics and dimensions have different names on different platforms.\u003C/p>\u003Cp>❌ You can have missing data for the same time period, which causes errors in spreadsheet calculations.\u003C/p>\u003Cp>❌ Different platforms name locations differently (Great Britain vs. GB vs. United Kingdom vs. UK, etc.)\u003C/p>\u003Cp>❌ Even campaign names can be hard to tell from one another.\u003C/p>\u003Cp>All this can give you headaches whenever you try to get actionable insights from your data.\u003C/p>\u003Cp>\u003Ci>Ok, but I have AI to tell me whatever I need to know.\u003C/i>\u003C/p>\u003Cp>Sure, you can try that, but even AI technology can’t tackle missing data, different metrics names between the platforms, anomalies in data, etc.\u003C/p>\u003Cp>This is why you need to clean and consolidate data before exploring it with AI.\u003C/p>\u003Cp>Whatagraph makes it easy to \u003Ca href=\"https://whatagraph.com/organize\">organize\u003C/a> your scattered data and get actionable insights from it in minutes.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>For example, you can:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Blend data sources together\u003C/strong>: Great for \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\" target=\"_blank\" rel=\"noopener noreferrer\">combining different sources\u003C/a> together into one unified data source for getting quicker insights and keeping your dashboard neat (no limits to how many sources you can blend).\u003C/li>\u003Cli>\u003Cstrong>Create custom metrics\u003C/strong>: Unify and change the names of different metrics permanently in your report or create a new metric using a simple formula.\u003C/li>\u003Cli>\u003Cstrong>Create custom dimensions\u003C/strong>: Unify names of different cross-channel dimensions and group data points from different sources.\u003C/li>\u003C/ul>\u003Cp>All these features can help you prepare cross-channel data for AI reporting.\u003C/p>\u003Cp>To conclude—AI insights are only as accurate as the underlying data.\u003C/p>\u003Cp>Whatagraph helps you clean this data in a few minutes with zero coding.\u003C/p>\u003Ch3>#5. Flexible and Automated Reports\u003C/h3>\u003Cp>You can create your report or dashboard from scratch and structure it just as you want.\u003C/p>\u003Cp>Still, having a template to start with saves a lot of time, especially if you need to report to several clients or stakeholders regularly.\u003C/p>\u003Cp>Whatagraph has pre-made digital marketing report templates that you can customize for each client.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_7_bcc368fc7c.gif\" alt=\"Whatagraph pre-made digital marketing report templates \">\u003C/p>\u003Cp>The template is your starting point. From there, you can quickly customize any report to a client's specifications. \u003C/p>\u003Cp>Once you find a template that’s the closest match to your needs, you can start tailoring it:\u003C/p>\u003Cp>✅ \u003Cstrong>Connect more data sources\u003C/strong>: You can load a template with just one source connected, but now you can add other sources that hold your campaign data. You can also remove the sources you don’t need to keep your report uncluttered.\u003C/p>\u003Cp>✅ \u003Cstrong>Customize metrics and widgets\u003C/strong>: Check out the metrics already included in the template and decide if you need to remove some of them so the clients can really focus just on the important ones.\u003C/p>\u003Cp>✅ \u003Cstrong>Choose the appropriate visuals\u003C/strong>: Whatagraph has different chart options, such as line charts, bar graphs, funnels, and pie charts. If your client prefers a bar chart to a pie chart for a specific metric — a piece of cake. Pick the bar chart widget and select the metrics and dimensions you want to see.\u003C/p>\u003Cp>✅ \u003Cstrong>Arrange the widgets for easy understanding\u003C/strong>: Always put the key metrics, like Organic Reach or Reactions, at the top of your report, right next to the goals widget.\u003C/p>\u003Cp>On Whatagraph, you can also save any report you create as a team template and use it whenever you want.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_8_7f624a21d4.gif\" alt=\"AI Reporting Tools - Dashboard with Instagram page report, edit panel, and KPI metrics.\">\u003C/p>\u003Cp>Whatagraph has everything you need to deliver polished, professional-looking reports every time. You can simply go to “Settings” and:\u003C/p>\u003Cul>\u003Cli>Upload your logo or your client’s logo\u003C/li>\u003Cli>Create custom color schemes\u003C/li>\u003Cli>Add footer and header texts\u003C/li>\u003Cli>Create custom domains to host and share your reports\u003C/li>\u003C/ul>\u003Cp>This video breaks down how white labelling works on Whatagraph:\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/fab1b39783854815ac1bea930a98d151?sid=616f24e3-d50d-4907-8a38-b95690a5439f\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div> \u003C/p>\u003Cp>And when you’ve customized and personalized your report, it’s ready for sharing with clients or stakeholders.\u003C/p>\u003Cp>But how are you going to share it?\u003C/p>\u003Cp>One client will ask for a live dashboard they can check every time, even on mobile.\u003C/p>\u003Cp>Another will tell you they prefer static PDF reports they can file and present at monthly performance meetings.\u003C/p>\u003Cp>On Whatagraph, you can easily set up both report-sharing options:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Schedule PDF report sending\u003C/strong>: Once you finish a report, set up an email schedule by the client’s preferences.\u003Cbr> \u003C/li>\u003Cli>\u003Cstrong>Share a link to a live report\u003C/strong>: Clients can access it at any time. They can change the date range to see how the performance has changed over time and hover over graphs to get more data from specific points.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_9_f47917ab65.gif\" alt=\"AI Reporting Tools - Dashboard showing account impressions, amount spent and page data.\">\u003C/p>\u003Cp>Set a data range, time of day, time zone, and you're done. The client will get a fresh report in their inbox at the same time every time.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>55+ native integrations\u003C/li>\u003Cli>Custom integrations through Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Versatile drag-and-drop widgets for reports and dashboards\u003C/li>\u003Cli>Custom metrics, dimensions, and data blends\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Currency conversions\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Export to Excel and CSV\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing via email\u003C/li>\u003Cli>Links to live dashboards\u003C/li>\u003Cli>No-code data transfer to BigQuery and Looker Studio\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Whatagraph reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Whatagraph has a simple user interface that is easy to navigate even for those who don't have analytical skills.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8605558\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>What I like best about Whatagraph is having the ability to create reports fast and easy. No more spreadsheets to do reports, they have a great variety of templates.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8142673\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All-in-one marketing performance monitoring and reporting solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Stunning visual reports\u003C/li>\u003Cli>Makes results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Can be expensive for small agencies (under 10 employees) and freelancers\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities.\u003C/p>\u003Cp>You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Reach out to us\u003C/a> for a custom pricing plan, just for you.\u003C/p>\u003Ch2>2. Klipfolio\u003C/h2>\u003Cp>​​\u003Cstrong>Best for\u003C/strong>: Large data teams at companies and large agencies\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=sw7qApKnS8U\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/sw7qApKnS8U\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/klipfolio-alternatives-and-competitors\">Klipfolio\u003C/a> is a data analytics and business intelligence platform in one. It offers two key products:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>PowerMetrics\u003C/strong>: Designed for data teams at large companies, this is a data analytics tool to centralize, standardize, and share accurate metrics throughout the organization. Non-data teams can then use these certified metrics for their dashboards and reporting needs.\u003C/li>\u003Cli>\u003Cstrong>Klips\u003C/strong>: These are your regular data visualization dashboards and reports. Klips integrates 130+ platforms, and you can also use the Rest/URL option for custom integrations.\u003C/li>\u003C/ol>\u003Cp>With PowerMetrics, you can bring all your data together in one place—and actually make sense of it. \u003C/p>\u003Cp>Here’s how to do it:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Create a curated metric catalog\u003C/strong> – Set up a library of key business metrics with access controls and governance, so the right teams see the right data.\u003C/li>\u003Cli>\u003Cstrong>Run self-serve analysis with AI insights\u003C/strong> – No need to create reports—PowerMetrics helps you analyze data on your own.\u003C/li>\u003Cli>\u003Cstrong>Store data where you want\u003C/strong> – Your metrics stay unified, whether you store the data in your data warehouse, semantic layer, or directly in PowerMetrics.\u003C/li>\u003Cli>\u003Cstrong>Share insights easily\u003C/strong> – Once your data is transformed and unified, you can share key metrics across your organization—no manual work required.\u003C/li>\u003C/ul>\u003Cp>These features help you put an end to endless data requests and bring data-driven decisions faster.\u003C/p>\u003Cp>That is, of course, if you have a dedicated data team in the first place.\u003C/p>\u003Cp>With PowerMetrics’ AI, interacting with your marketing data becomes as simple as asking a question. \u003C/p>\u003Cp>Thanks to natural language processing (NLP), you can type in a query, and the system will automatically generate the visualizations you need.\u003C/p>\u003Cp>Once you spot an important insight, you can save it to your dashboard for easy access and future analysis.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_10_a41c2041db.png\" alt=\"AI Reporting Tools - Data visualization with a stacked column chart and settings pane.\">\u003C/p>\u003Cp>When you sign up for a Klipfolio trial, you immediately get access to your first dashboard—but here’s where things can get tricky.\u003C/p>\u003Cp>To actually visualize your data, you’ll need to build a “Klip”, which is managed in a separate tab from the dashboard. \u003C/p>\u003Cp>While there are some pre-made Klips, most of the time, you’ll be building them from scratch.\u003C/p>\u003Cp>And that’s not always straightforward.\u003C/p>\u003Cp>The custom Klip-building interface can feel clunky and confusing, even with an interactive tour to guide you.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_11_e35f10f667.png\" alt=\"The custom Klip-building interface can feel clunky and confusing, even with an interactive tour to guide you.\">\u003C/p>\u003Cp>Depending on how complex your visualization is, expect to spend anywhere from 5 to 30 minutes just setting up a single Klip.\u003C/p>\u003Cp>If you regularly report on complex business data in your organization and want a simpler, AI-driven approach, Klipfolio can be the right tool for you. \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>130+ integrations, including warehouses, SQL databases, and file-sharing services\u003C/li>\u003Cli>Data blending, unifying, aggregating\u003C/li>\u003Cli>Custom metrics and dimensions\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Custom dashboards and reports\u003C/li>\u003Cli>Export dashboards as PDF or image files. Export only individual clips as CSV\u003C/li>\u003Cli>Scheduled reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Klipfolio reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>I needed something to convert Google sheets into dashboards to monitor our maintenance logs. Klipfolio is an incredibly intuitive quick solution.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-8226666\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The platform can run a little slow sometimes, particularly when performing complex actions. With Klips, data sources are always fully refreshed when loading up a dashboard, which can drag down the performance when working with multiple data sources at the same time.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-6924085\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>I really dislike their training style. It's costly, and you have to pay a lot for a support ninja to help you. If you're a small company, it can run up your bill fast\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-2162671\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to use and set up\u003C/li>\u003Cli>Powerful data analytics and organization options\u003C/li>\u003Cli>AI insights to help make data-driven decisions\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Expensive with important features only available as add-ons or in Enterprise plans\u003C/li>\u003Cli>Limited customization for dashboards and templates\u003C/li>\u003Cli>Unhelpful customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Klipfolio offers three pricing plans for two of their products: PowerMetrics and Klips.\u003C/p>\u003Cp>As of February 2025, here are the plans for PowerMetrics:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>30-day free trial\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Professional\u003C/strong>: $300/month for 10 users and unlimited metrics.\u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong>: Custom pricing for 10 users, unlimited metrics, and priority support.\u003C/li>\u003C/ul>\u003Cp>The Enterprise plan comes with data warehouse integration, AI insights, and custom domains, which are only available as add-ons on the Professional plan.\u003C/p>\u003Cp>Klips’ pricing is further divided into plans for businesses and for agencies.\u003C/p>\u003Cp>As of February 2025, here are the plans for businesses:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Base\u003C/strong> — $90/month for 3 dashboards and 4 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Grow\u003C/strong> — $190/month for 10 dashboards and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Team\u003C/strong> — $350/month for 20 dashboards and 15 min data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Team+\u003C/strong> — $690/month for 60 dashboards and up to the minute data refresh rate. Includes priority support and custom onboarding.\u003C/li>\u003C/ul>\u003Cp>Here are the plans for agencies:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Agency Starter\u003C/strong> — $110/month for 5 dashboards, 5 clients, and 4 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Lite\u003C/strong> — $190/month for 15 dashboards, 15 clients, and 1 hr data refresh rate. No priority support or custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Pro\u003C/strong> — $420/month for 30 dashboards, 30 clients, and 30-min data refresh rate. No custom onboarding available.\u003C/li>\u003Cli>\u003Cstrong>Agency Premier\u003C/strong> — $1025/month for 80 dashboards, 80 clients, and 30-min data refresh rate.\u003C/li>\u003C/ul>\u003Ch2>3. NinjaCat\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Marketing agencies and companies with dedicated data scientists\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=Ru0oZGKbHA0\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/Ru0oZGKbHA0\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Cbr>\u003Ca href=\"https://whatagraph.com/blog/articles/ninjacat-alternatives-and-competitors\">NinjaCat\u003C/a> is an end-to-end platform for connecting to your data sources, cleaning the data, visualizing it, and shipping it to destinations.\u003C/p>\u003Cp>You can connect data with 100+ pre-built integrations, including CRM, search engine advertising, web analytics, e-commerce, email marketing, and project management tools.\u003C/p>\u003Cp>You can then simplify and harmonize your data with no-code transformations and custom calculations.\u003C/p>\u003Cp>There’s also an option to store your data in a managed warehouse.\u003C/p>\u003Cp>Alternatively, you can ship your data to external storage destinations like Snowflake, BigQuery, or Amazon S3 or business intelligence destinations like Tableau and Looker Studio.\u003C/p>\u003Cp>As far as artificial intelligence options are concerned, NinjaCat comes with two features:\u003C/p>\u003Cp>\u003Cstrong>AI Agents\u003C/strong>: Designed to automate specific tasks, these AI assistants help you save time and optimize performance while digging out deeper insights from your data.\u003C/p>\u003Cp>For example, the Campaign Performance Monitoring Agent monitors ad spend in real-time, alerting you to overspending and inefficiencies to protect your budget.\u003C/p>\u003Cp>The Content Creation Agent assists in copywriting by analyzing ad copy and suggests improvements to boost engagement and conversion rates.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_12_fafffbf63e.png\" alt=\"AI Reporting Tools - Four profile cards, each showing a cartoon agent and relevant keywords.\">\u003C/p>\u003Cp>\u003Cstrong>AI Insights Generator Widget\u003C/strong>: This is an AI summary widget you can link with a data widget in the template builder. It generates automated text about the connected data, depending on the prompt and language settings.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_13_086be6471a.png\" alt=\"AI Insights Generator Widget: an AI summary widget you can link with a data widget in the template builder\">\u003C/p>\u003Cp>When it comes to creating reports, you can start from a blank template (that looks like a “canvas”) and add and adjust metric widgets as needed.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>100+ pre-built connectors\u003C/li>\u003Cli>No-code transformations and calculations\u003C/li>\u003Cli>Data transfer to BI tools and data warehouses\u003C/li>\u003Cli>Easy ad spend and campaign performance monitoring\u003C/li>\u003Cli>White-label options\u003C/li>\u003Cli>White-glove setup and service\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>NinjaCat reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>NinjaCat helped us have a single pane of glass for all of our advertising channels in one place. Additionally, it has reduced the amount of time our team has had to put into our reporting decks.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-8401124\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>NinjaCat can be finicky at times, so I struggle to use it as a live dashboard. I think it works stronger for me when I'm using a standard report during a set time frame that I can download.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-4347991\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>When processing a large number of groups it can take a while. Users often run reports at the same time each month, however we are a large client with over a thousand reports that need run\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/ninjacat/reviews/ninjacat-review-4228806\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Automated client reporting\u003C/li>\u003Cli>One platform for integration and visualization\u003C/li>\u003Cli>Multiple choice of destinations\u003C/li>\u003Cli>Custom branded reports\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Separate workspaces to organize and visualize data\u003C/li>\u003Cli>Complex visualization builder\u003C/li>\u003Cli>Performance issues with reports\u003C/li>\u003Cli>No autosave in case of a crash\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>NinjaCat doesn’t offer fixed pricing plans, and no information is available on its website.\u003C/p>\u003Ch2>Best AI Report Generators for Freelancers or Small Teams\u003C/h2>\u003Cp>These users want inexpensive AI-based reporting tools that can create quick, visually appealing reports, infographics, and presentations with minimal effort and without any design or data skills.  \u003C/p>\u003Ch2>4. Venngage\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Branded AI reports \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=ZQZDUoII0N0\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/ZQZDUoII0N0\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Venngage is an online AI report builder that you can use to create a range of visual content types, including infographics, reports, presentations, and more. \u003C/p>\u003Cp>Designed to be as versatile as possible, Venngage has a user-friendly design process that makes it a perfect report generator for non-designers. \u003C/p>\u003Cp>It’s a handy tool for freelancers, educators, marketers, and businesses who want to improve their visual communications without hiring a graphic designer. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_14_776a2bbf6b.png\" alt=\"AI Reporting Tools - Collage of various business reports, charts, and graphs.\">\u003C/p>\u003Cp>You can create a visualization from scratch or pick one of over 10,000 customizable templates.  \u003C/p>\u003Cp>To speed up the reporting process, Venngage offers several AI-driven features throughout the platforms:\u003C/p>\u003Cp>\u003Cstrong>AI Report Generator\u003C/strong>: Use simple prompts to quickly generate custom reports, infographics and presentations. The tool transforms written inputs and raw data into great looking branded visuals, saving you a ton of time on data analysis and design. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_15_9391255582.png\" alt=\"AI Reporting Tools - Interface for Venngage's Al-enhanced design suite.\">\u003C/p>\u003Cp>\u003Cstrong>AutoBrand\u003C/strong>: AI can detect and extract brand colors, fonts, and styles directly from your website and apply them to your report or infographic in a few clicks. This way, you can keep your report visuals consistent across all projects and reports.   \u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/262f52d2b1cb415489457489a10e01a5?sid=4977cc2f-dc55-4e95-ae07-e4b9c728c8bb\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>  \u003C/p>\u003Cp>\u003Cstrong>AI-assisted content generation\u003C/strong>: Venngage can also provide suggestions for compelling headlines, taglines, and marketing copy, as well as auto-generate image alt text for improved accessibility.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Large number of infographic, report, poster, brochure and other templates\u003C/li>\u003Cli>Full control over design elements\u003C/li>\u003Cli>AI-powered visual generator\u003C/li>\u003Cli>Real time collaboration features\u003C/li>\u003Cli>Branding extraction directly from a website \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Venngage reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>This program has SO many templates to choose from. I've been using it for almost two years, and I have yet not to find what I'm looking for\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/venngage/reviews/venngage-review-5039245\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Only 50 image uploads are allowed for premium users. If you want to upload more then, you need to upgrade.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/venngage/reviews/venngage-review-5350563\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The interactive UI of the platform makes it very easy for anyone to use this tool. With tons of templates and excellent graphics, Venngage clearly stands apart from its competitors.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/venngage/reviews/venngage-review-5271823\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>No design experience needed\u003C/li>\u003Cli>Time-saving \u003C/li>\u003Cli>Professional designs with minimal effort\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Only public sharing is allowed with the free plan\u003C/li>\u003Cli>AI image generation on higher-end plans only\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>As of February 2025, Venngage offers 4 pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free\u003C/strong> —Up to 5 designs and 6 image uploads, free widgets and icons, and public sharing.  \u003C/li>\u003Cli>\u003Cstrong>Premium\u003C/strong> — $10/month/user for unlimited designs, Hi-Res PNG, 50 image uploads and private sharing. Email and chat support. \u003C/li>\u003Cli>\u003Cstrong>Business\u003C/strong> —  $24/month/user for AutoBrand kit, team sharing, business icons and templates, 1000 image uploads, and PDF and PowerPoint export. Priority email and chat support.  \u003C/li>\u003Cli>\u003Cstrong>Custom pricing\u003C/strong> — for teams 11-100+, dedicated account manager, live onboarding. Custom APIs and integrations. \u003C/li>\u003C/ul>\u003Ch2>5. Piktochart\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Project managers and small businesses who need all-in-one visual communication tools.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=z49c-mWooBA\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/z49c-mWooBA\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Piktochart AI reporting software uses advanced artificial intelligence to generate professional-looking reports in seconds. With just a single prompt, you can generate a report that’s auto-populated with templates from their library.\u003C/p>\u003Cp>Once you’re happy with your report, you can customize it in different ways. You can change color palettes, add or remove icons, or rearrange the elements with a simple drag-and-drop.\u003C/p>\u003Cp>At the first glance, Piktochart and Venngage are very similar AI tools for reporting. They have a super user-friendly interface and a ton of templates, and both offer collaboration options.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_16_122d50a45a.png\" alt=\"AI Reporting Tools - Infographic generator template selection screen\">\u003C/p>\u003Cp>However, there are a few key differences that can help you take your pick. \u003C/p>\u003Cp>Venngage offers much more templates with a strong focus on infographics and reports. Piktochart has fewer infographic templates but offers additional formats like presentation and social media graphics, in addition to reports. \u003C/p>\u003Cp>This makes Piktochart a more versatile tool for small businesses. \u003C/p>\u003Cp>Piktochart offers brand customization, but Venngage wins here with its My Brand Kit, which can capture the branding elements from any site. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_17_d7f72f548a.gif\" alt=\"Here's my description of the image:\n\nAI Reporting Tools - A design interface for creating a presentation on working from home\">\u003C/p>\u003Cp>On the other hand, Piktochart offers more generous image storage — 100GB in its Pro plan, compared to Venngage’s limit of 500 uploads in the Business plan.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Customizable templates\u003C/li>\u003Cli>Drag-and-drop report editor\u003C/li>\u003Cli>AI visualization \u003C/li>\u003Cli>Large library of icons, illustrations and other design elements \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Piktochart reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>Piktochart gives the impression that I have formal training in graphic design even when I don't. It's challenging to make something ugly in this program.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/piktochart-visual/reviews/piktochart-visual-review-8175654\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Could expand their charts & graphics library. Their maps tool for instance is basic and would require a third party map maker to make the visuals\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/piktochart-visual/reviews/piktochart-visual-review-5137774\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The best about Piktochart I like is that it contains a lot of pre-built graphics layouts, which we can use for creating our graphics design for using those on various platforms, all the templates that Piktochart provides is easy to alter and modify.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/piktochart-visual/reviews/piktochart-visual-review-5381350\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Simple and easy to use \u003C/li>\u003Cli>Multiple content formats \u003C/li>\u003Cli>Teamwork features\u003C/li>\u003Cli>AI-powered tools\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Limited free plan\u003C/li>\u003Cli>Not many unique templates\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Piktochart offers 3 pricing tiers:\u003C/p>\u003Cul>\u003Cli>For Individuals & Businesses\u003C/li>\u003Cli>For Teachers & Students — requires a valid educational email address. \u003C/li>\u003Cli>For Nonprofits\u003C/li>\u003C/ul>\u003Cp>Each tier has its own pricing options. As of February 2025, the pricing for individuals & businesses looks like this:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free\u003C/strong> — $0/month for 2 PNG downloads, unlimited visual projects, 50 AI credits, all templates and formats, and 100MB storage\u003C/li>\u003Cli>\u003Cstrong>Pro\u003C/strong> — $14/member/month for unlimited PNG downloads, 5M+ premium icons, illustrations & 3D graphics, 1000 AI credits, 100GB storage\u003C/li>\u003Cli>\u003Cstrong>Business\u003C/strong> — $24/member/month for unlimited PNG, PDF, PPT downloads, unlimited brand colors schemes, custom fonts, logos, 3000 AI credits, 250GB storage\u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong> —  Custom pricing for everything Business plan plus dedicated account manager and training, custom on-demand templates, 1TB storage, and custom subdomain. \u003C/li>\u003C/ul>\u003Ch2>6. Easy-Peasy.AI\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Creating simple reports quickly \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=b2M_0H4O9gY\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/b2M_0H4O9gY\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Easy-Peasy.AI is an all-in-one AI content creation platform that you can use to create diverse content types including project reports. \u003C/p>\u003Cp>Besides AI generated reports, the platform offers over 200 templates for blog posts, social media content, emails, and even job descriptions.  \u003C/p>\u003Cp>Easy-Peasy.AI uses advanced AI models such as ChatGPT-4  and Claude to power tools for:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI-assisted content generation\u003C/strong>: Use templates to create different content types, from long-form articles to social media posts. \u003C/li>\u003Cli>\u003Cstrong>AI image generation\u003C/strong>: Transform textual descriptions into unique visuals to make your reports and presentations more engaging. \u003C/li>\u003Cli>\u003Cstrong>Text-to-Speech\u003C/strong>: Convert audio files into text and vice versa, with support for over 40 languages. \u003C/li>\u003Cli>\u003Cstrong>Custom AI chatbots\u003C/strong>: Build and deploy AI-driven chatbots for websites or messaging platforms without coding expertise. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_18_2432eb5713.png\" alt=\"AI Reporting Tools - Project report generator form with input fields and upgrade prompt.\">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Quick AI reports using simple prompts\u003C/li>\u003Cli>Pre-built templates for different report types\u003C/li>\u003Cli>Clear and concise non-AI-like language\u003C/li>\u003Cli>Team collaboration\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Easy-Peasy.AI reviews from real users\u003C/strong>\u003C/p>\u003Cp>“What I appreciate most is how much time it saves me. Instead of spending hours brainstorming, I can focus on refining and personalizing the suggestions it provides. Also multiple AI selections are really useful!” (\u003Ca href=\"https://www.g2.com/products/easy-peasy-ai/reviews/easy-peasy-ai-review-10820564\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The intuitive interface without needing any technical expertise. Use runs fast and the results are highly accurate. Plus, the affordable pricing plans make powerful AI accessible even for individuals and small businesses\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/easy-peasy-ai/reviews/easy-peasy-ai-review-9549399\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>It has limited customization options may be a drawback for users seeking more fine-grained control over their tasks and workflows.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/easy-peasy-ai/reviews/easy-peasy-ai-review-9475770\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>AI image and video generator\u003C/li>\u003Cli>Competitive pricing\u003C/li>\u003Cli>Wide range of template use cases\u003C/li>\u003Cli>Multilingual support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Design customizations are limited compared to competitors\u003C/li>\u003Cli>Best for straightforward reports, with no support for complex designs\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Easy-Peasy.AI has usage-based pricing with 4 plans.\u003C/p>\u003Cp>As of February 2025, their pricing goes like this:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free\u003C/strong> — $0/month for 1,000 words, 1 image credit, 1 audio description, 1 bot, and 170+ templates.\u003C/li>\u003Cli>\u003Cstrong>Starter\u003C/strong> — $8/month for unlimited GPT-4o mini, 25,000 GPT-r or 50,000 GPT-4o words, 150 image credits, 2 bots, 3 brand voices. \u003C/li>\u003Cli>\u003Cstrong>Unlimited 50\u003C/strong> —$12/month for unlimited GPT-4o mini, 50,000 GPT-4 or 100,000 GPT-4o words, 250 image credits, 30 audio transcriptions, 3 bots, unlimited brand voices\u003C/li>\u003Cli>\u003Cstrong>Unlimited\u003C/strong> — $16.5 for unlimited GPT-4o mini, 100,000 GPT-4 or 200,000 GPT-4o words, 350 image credits, unlimited audio transcription, 4 bots, 35+ languages, API access, priority support\u003C/li>\u003C/ul>\u003Ch2>Best AI Reporting Tools for Enterprises \u003C/h2>\u003Cp>Enterprise users want advanced AI reporting tools that offer deep data analysis, predictive insights, and real-time visualizations that drive intelligent business decisions. These tools come with automated data processing models and AI recommendations to optimize performance across an organization.\u003C/p>\u003Ch2>7. Tableau\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data teams at large enterprises\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=7Jl-RwkzqQ4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/7Jl-RwkzqQ4\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Tableau is a capable business intelligence tool that comes with an intuitive drag-and-drop interface you can use to quickly generate insights and share them as reports with stakeholders.\u003C/p>\u003Cp>It supports advanced calculations, data blending, statistical functions, and predictive modeling.\u003C/p>\u003Cp>You can analyze complex data in different ways to uncover trends and identify opportunities for optimization using trend lines, forecasting, and clustering.\u003C/p>\u003Cp>Tableau offers two artificial intelligence features:\u003C/p>\u003Cp>\u003Cstrong>Tableau Agent\u003C/strong>: It uses conversational AI to help you speed up every stage of data analysis, from cleaning to explorations. \u003C/p>\u003Cp>For example, you can describe a calculation in the dialog box, and Tableau Agent will give you a calculation you can apply to your data.  \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_19_73969e6ed7.gif\" alt=\"AI Reporting Tools - Tableau interface showing data fields, a blank sheet, and an AI assistant.\">\u003C/p>\u003Cp>You can also transform prompts into visualizations, edit formulas, and drag-and-drop visualizations for your report. \u003C/p>\u003Cp>\u003Cstrong>Tableau Pulse\u003C/strong>: This is a data experience tool that you can use to discover intelligent, personalized, and contextual insights from your data. It’s designed to help every team in the organization integrate data into their flows to make faster, better-informed decisions. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_20_ca5cc08697.png\" alt=\"AI Reporting Tools - Reporting dashboard with metrics for device sales, fill rate, and revenue.\"> It can automatically detect drivers, trends, contributors and outliers for the metrics that matter to you. It flags changes in data using natural language, supported with visual explanations. \u003C/p>\u003Cp>If you have no prior experience with Tableau, you can purchase “Success Plans” that include personalized support and training.\u003C/p>\u003Cp>In addition, Tableau is known for a large and active user community called “Tableau Community Forums”, which is a treasure trove of resources, forums, and online training materials.\u003C/p>\u003Cp>Still, keep in mind that Tableau is an enterprise-grade tool that doesn’t come cheap either.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>90+ integrations\u003C/li>\u003Cli>Custom metrics and dimensions\u003C/li>\u003Cli>Data blending\u003C/li>\u003Cli>Drag-and-drop dashboard interface\u003C/li>\u003Cli>AI-powered insights\u003C/li>\u003C/ul>\u003Cp>Tableau reviews from real users\u003C/p>\u003Cp>“\u003Ci>My favorite aspect of Tableau is that it forces me to track my performance by metrics in a more straightforward way. These interactive dashboards let me see my performance at a glance, and identify trends or areas where I need to improve.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10522106\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The drag-and-drop interface of Tableau is user-friendly especially for individuals lacking extensive technical knowledge.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10178593\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Tableau can be costly, particularly for startups. Even with its flexibility, the licensing model still adds costly, especially when you extend usage across teams or a complete company.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10178593\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Powerful data analytics and visualization\u003C/li>\u003Cli>Easy to use and implement\u003C/li>\u003Cli>Seamless data integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Can be expensive if you need advanced features\u003C/li>\u003Cli>Takes a lot of time to load for large datasets\u003C/li>\u003Cli>All the preprocessing of the data (data cleaning) has to be done beforehand. Data cleaning cannot be done in Tableau\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>As of February 2025, Tableau offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Viewer\u003C/strong> — $35/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Explorer\u003C/strong> — $70/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Creator\u003C/strong> — $115/user/month, billed annually\u003C/li>\u003C/ul>\u003Ch2>8. Power BI\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Business analysts in SMBs\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=yKTSLffVGbk\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/yKTSLffVGbk\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Microsoft Power BI is a business intelligence software suite that includes apps, services, and data connectors. It’s a cloud-based dashboard tool that you can use to combine data from multiple sources into a single data set.\u003C/p>\u003Cp>Power BI, on the other hand, creates engaging visualizations, including interactive charts, graphs, maps, and custom visuals from the Power BI community.\u003C/p>\u003Cp>Power BI comes with the Insights features that use artificial intelligence. You can use it to create:\u003C/p>\u003Cul>\u003Cli>Insights for individual visuals\u003C/li>\u003Cli>Insights for dashboard tiles \u003C/li>\u003Cli>Quick Insights for datasets — without creating reports.\u003C/li>\u003Cli>AI Insights for data models in — pre-trained machine learning models provided by Azure Cognitive Services\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_21_c98bdfee59.gif\" alt=\"AI Insights for data models in — pre-trained machine learning models provided by Azure Cognitive Services\">\u003C/p>\u003Cp>Power BI has been one of pioneers of integrating AI into business software. Among other Power BI AI features, the most useful are Key Influencers, Decomposition Tree, Natural Language Query, Anomaly Detection, Sentiment Analysis, and Forecasting. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Natural Language Query (NLQ)\u003C/strong>: You can use it to instantly match the words you type with relevant database information, which returns quick results. This feature is supported by AI and machine learning models which help non-technical users analyze and explore their data.\u003C/li>\u003Cli>\u003Cstrong>Anomaly Detection\u003C/strong>: It helps you to automatically detect irregularities in time series data with customized settings. Besides identifying spikes and dips in the data, you can access explanations through the insights pane. \u003C/li>\u003Cli>\u003Cstrong>Key Influencers\u003C/strong>: This AI visual algorithm helps you analyze data, classify the factors, and display them as key influencers. You can use it to get insights from data by analyzing the relationships between a number of variables and identifying which one is associated with a specific outcome. \u003C/li>\u003Cli>\u003Cstrong>Decomposition Tree\u003C/strong>: This is a new AI feature in BI visualization that you can use to break down data on multiple analysis dimensions to find root causes, trends, and patterns faster. It’s best used when the data is settled at different levels, so you must put it in a particular hierarchy, or when you need to drill into data fields.\u003C/li>\u003Cli>\u003Cstrong>Sentiment Analysis\u003C/strong>: You can use it to understand a task’s importance or urgency, and estimate a group’s or individual interest in something. This AI feature uses natural language processing to determine the polarity of the opinion and also extract emotions attached to it.  \u003C/li>\u003Cli>\u003Cstrong>Forecasting with AI\u003C/strong>: it can show you important trends and insights into time-series, real-time, and cross-sourced data and identify tendencies, correlations, and patterns that can impact the business outcome. Predictive analytics is essential in analyzing historical data and studying buying behavior. \u003C/li>\u003C/ul>\u003Cp> \u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_22_32fb0e1700.png\" alt=\"AI Reporting Tools - Diagram of data visualization tools and techniques.\">\u003C/p>\u003Cp>Power BI is highly scalable and can handle large volumes of data and complex analytics workloads.\u003C/p>\u003Cp>You can connect various data sources, including Microsoft products (such as Dynamics 365 and Azure), databases (SQL Server, Oracle, MySQL, etc.), cloud services (Google Analytics, Salesforce, etc.), and many others.\u003C/p>\u003Cp>On the other hand, direct integrations are limited to 59 apps, and most users notice that Power BI works best with other Microsoft platforms such as Microsoft Edge and Office 365.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>100+ integrations\u003C/li>\u003Cli>AI-powered insights and “Co-pilot”\u003C/li>\u003Cli>Data transformation and unification\u003C/li>\u003Cli>Native visualization dashboard and reports\u003C/li>\u003Cli>Shareable reports with other Microsoft services, including Teams, PowerPoint, Excel, and Power Platform\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Power BI reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>For anyone already used to the Microsoft ecosystem, PowerBI delivers a combination of a user-friendly interface and powerful analytics\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/microsoft-microsoft-power-bi/reviews/microsoft-power-bi-review-10255453\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Power bi has a eye catchy user interface and tons of customizing options.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/microsoft-microsoft-power-bi/reviews/microsoft-power-bi-review-9387350\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>The DAX (Data Analysis Expressions) which is used to creating complex calculations in Power Bi need a deep learning curve for the new users.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/microsoft-microsoft-power-bi/reviews/microsoft-power-bi-review-10307792\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Advanced AI features\u003C/li>\u003Cli>Wide choice of integrations\u003C/li>\u003Cli>Advanced data visualization options\u003C/li>\u003Cli>Real-time processing\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Needs additional configurations to connect non-Microsoft sources\u003C/li>\u003Cli>Creating complex reports requires technical knowledge\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Power BI offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Pro\u003C/strong>: $10/user/month\u003C/li>\u003Cli>\u003Cstrong>Premium\u003C/strong>: $20/user/month\u003C/li>\u003Cli>\u003Cstrong>Power BI in Microsoft Fabric\u003C/strong>: Custom pricing\u003C/li>\u003C/ul>\u003Ch2>9. Domo\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data teams and tech-savvy marketing teams \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=Bk5dReI2Jwg\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/Bk5dReI2Jwg\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Domo is a cloud-based business intelligence platform that you can use to connect and prepare data, automate reporting, and deliver fast insights that fuel data-driven decisions.\u003C/p>\u003Cp>If you’re skilled enough, you can use Domo to create business apps and dashboards or build data experiences that integrate real-time data from any source.\u003C/p>\u003Cp>You can ask Domo AI Chat questions about your data and get suggestions for next steps or call on other AI Agents to create a calculated field, build a dashboard or app, and more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_23_f42518199a.png\" alt=\"Domo AI Chat\">\u003C/p>\u003Cp>AI Chat is context-aware, which means it will base the answers on the DataSets and cards hosted either by an App Studio app or by the dashboard you’re currently viewing.\u003C/p>\u003Cp>After getting the answer, you can access a detailed breakdown of each step, with an AI Chat suggesting additional questions to help you go deeper. \u003C/p>\u003Cp>AI Chat also stores chats from past sessions, so you can view them in the chat history.\u003C/p>\u003Cp>These features make Domo a one-stop data experience solution for executives in departments ranging from sales and finance to marketing to engineering and HR. \u003C/p>\u003Cp>Domo comes with native data visualization, embedded analytics, and self-service reporting supported by over 1,000 data connectors.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Data and workflow apps - pre-built, low-code, or full-code\u003C/li>\u003Cli>Drag-and-drop report and dashboard builder\u003C/li>\u003Cli>1,000 on-premise and cloud connectors\u003C/li>\u003Cli>Data transformation and ETL\u003C/li>\u003Cli>Embedded analytics\u003C/li>\u003Cli>Mobile app\u003C/li>\u003C/ul>\u003Cp> \u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_reporting_tools_24_ddadfecc8c.png\" alt=\"AI Reporting Tools - Dashboard with sales metrics, charts, and performance rankings.\">\u003C/p>\u003Cp>\u003Cstrong>Domo reviews from real users\u003C/strong>\u003C/p>\u003Cp>“\u003Ci>Domo provides options that cater to all data proficiency levels across the product offering, typically a pro full code level, code-less drag and drop function gui, and no code option for novices or very simple tasks\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-10372975\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>You won't see much of the themes and creative visuals here. Only limited themes are there which can make almost all the dashboards/apps look similar.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-10254316\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>“\u003Ci>Products have become more buggy since the introduction of app studio in April of 2024. Training is good for the core product but it is difficult to find education on new products/tools\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/domo/reviews/domo-review-10039657\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy-to-use interface\u003C/li>\u003Cli>Real-time data access\u003C/li>\u003Cli>Wide choice of visualizations\u003C/li>\u003Cli>Large number of connectors\u003C/li>\u003Cli>Mobile access\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve despite user-friendly user interface\u003C/li>\u003Cli>It might require some SQL knowledge\u003C/li>\u003Cli>Performance issues with large datasets\u003C/li>\u003Cli>Costly additional features\u003C/li>\u003Cli>Limited report scheduling options\u003C/li>\u003Cli>Potential downtime issues due to cloud-based infrastructure\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Domo has a free 30-day trial and three pricing plans, but pricing is not publicly available. 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