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He has written dozens of SEO- and conversion-optimized blog articles for SaaS brands like Atera, Cognism, Scribe, Drip, QuickMail, Time Doctor, and TechnologyAdvice. When he's not working, he's off exploring Switzerland's stunning mountains.","2025-03-02T13:20:25.504Z","2025-06-10T14:40:34.626Z","2025-03-02T13:21:29.639Z","elmeri-palokangas","https://www.linkedin.com/in/elmeri-palokangas-368568184/",{"id":450,"name":451,"alternativeText":452,"caption":31,"width":453,"height":453,"formats":454,"hash":462,"ext":456,"mime":459,"size":463,"url":464,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":465,"updatedAt":466},13967,"Elmeri.jpg","Elmeri - Portrait of a fair-haired man smiling in front of trees. He's wearing a gray sweater.",703,{"thumbnail":455},{"ext":456,"url":457,"hash":458,"mime":459,"name":460,"path":31,"size":461,"width":434,"height":434},".jpg","https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Elmeri_bba5a7a80b.jpg","thumbnail_Elmeri_bba5a7a80b","image/jpeg","thumbnail_Elmeri.jpg",6.05,"Elmeri_bba5a7a80b",121.51,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Elmeri_bba5a7a80b.jpg","2025-03-02T13:17:34.899Z","2025-03-02T13:17:37.200Z",[468,478,488,498,508,518,528,539,549],{"id":469,"title":470,"slug":471,"summary":472,"body":473,"read_time":50,"createdAt":474,"updatedAt":475,"publishedAt":476,"errors":31,"table_of_contents":32,"dateReorder":477},2347,"The Only 11 Marketing Agency Tools You Need in 2025","marketing-agency-tools","\u003Cp>Let’s be real for a moment: the number of tools out there for marketing agencies is overwhelming. \u003C/p>\u003Cp>It feels like a new tool is introduced every day that you must use to run a successful agency.\u003C/p>\u003Cp>The truth is, using too many tools complicates rather than simplifies your agency work.\u003Cbr> \u003C/p>","\u003Cp>You don't need hundreds of tools for your agency; you just need the right ten (or eleven, in this case).\u003C/p>\u003Cp>To help you find the right ones, we asked other agency leaders like yourself what tools they’re using to scale up and save time in 2025. \u003C/p>\u003Cp>Below, you’ll find the tools they swear by, how they’re using them, and how much budget  you should set aside for each of them. \u003C/p>\u003Ch2>The ONLY 11 Marketing Agency Tools You Need in 2025\u003C/h2>\u003Cp>In a nutshell, these are the best marketing agency tools according to agency leaders:\u003C/p>\u003Col>\u003Cli>Airtable\u003C/li>\u003Cli>Notion\u003C/li>\u003Cli>Whatagraph\u003C/li>\u003Cli>Statusbrew\u003C/li>\u003Cli>SE Ranking\u003C/li>\u003Cli>Planable\u003C/li>\u003Cli>SPP\u003C/li>\u003Cli>Fathom\u003C/li>\u003Cli>Claude\u003C/li>\u003Cli>Perplexity\u003C/li>\u003Cli>Gong\u003C/li>\u003C/ol>\u003Cp>Want more tool recommendations + AI prompts and agents + strategies to implement them successfully at your agency? \u003Ca href=\"https://whatagraph.com/ai-playbook-for-agencies\">\u003Ci>Grab a copy of our AI Playbook for Agencies here\u003C/i>\u003C/a>\u003Ci>. \u003C/i>\u003C/p>\u003Ch2>1. Airtable: Best for project & workflow management\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=POgkE-YjAJo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/POgkE-YjAJo\" 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.airtable.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Airtable\u003C/a> is a low-code tool for organizing, managing, and collaborating on data. As Airtable mentions in \u003Ca href=\"https://blog.airtable.com/4-ways-marketing-agencies-use-airtable/\" target=\"_blank\" rel=\"noopener noreferrer\">their blog article\u003C/a>, digital marketing agencies mainly use it for:\u003C/p>\u003Cp>\u003Cstrong>1. Project and campaign planning \u003C/strong>- Track tasks, resource allocations, workflows, and more. \u003C/p>\u003Cp>\u003Cstrong>2. Site building and development\u003C/strong> - Create an organizational chart to help clients understand the components of their upcoming website or landing page.\u003C/p>\u003Cp>\u003Cstrong>3. Event planning\u003C/strong> \u003Cstrong>- \u003C/strong>Integrate event information from third-party tools and access it from a unified location in Airtable.\u003C/p>\u003Cp>\u003Cstrong>4. Content production\u003C/strong> - Oversee editorial calendars and easily show documents to clients.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Customizable templates and forms\u003C/li>\u003Cli>Automation and integrations\u003C/li>\u003Cli>User access control\u003C/li>\u003Cli>Team collaboration\u003C/li>\u003Cli>Airtable API\u003C/li>\u003C/ul>\u003Ch3>Airtable reviews from other agency owners:\u003C/h3>\u003Cp>\u003Ci>“Airtable has been fascinating for our agency. \u003C/i>\u003C/p>\u003Cp>\u003Ci>Our Head of Operations has implemented it to aggregate data from our project management tool and gather the important information that we need to see, like utilization rates, and how that is allocated to specific clients and profitability.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Robin Emiliani, Founder and CEO at \u003C/strong>\u003Ca href=\"https://catalystmarketing.io/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Catalyst Marketing\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>Airtable pros:\u003C/h3>\u003Cul>\u003Cli>Comes with many templates\u003C/li>\u003Cli>Multiple views (Kanban, Gantt, etc.) \u003C/li>\u003Cli>Unlike Excel, you can store files in a cell\u003C/li>\u003Cli>Streamline operations and project management\u003C/li>\u003Cli>Unlike alternatives like Trello or Asana, Airtable is fully customizable\u003C/li>\u003C/ul>\u003Ch3>Airtable cons:\u003C/h3>\u003Cul>\u003Cli>Comes with a learning curve\u003C/li>\u003Cli>Teams quickly outgrow the free plan\u003C/li>\u003C/ul>\u003Ch3>Airtable pricing:\u003C/h3>\u003Cp>Airtable’s pricing is based on the number of users and the monthly usage. \u003C/p>\u003Cp>As of 2025, Airtable offers four plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free: \u003C/strong>Free for individuals\u003C/li>\u003Cli>\u003Cstrong>Team: \u003C/strong>$20/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Business: \u003C/strong>$45/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Enterprise Scale:\u003C/strong> Based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>2. Notion: Best for knowledge base & task management\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=oTahLEX3NXo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/oTahLEX3NXo\" 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’re looking to sync up your projects, knowledge base articles, client management, and other resources on one platform, \u003Ca href=\"https://www.notion.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Notion\u003C/a> is a great choice. \u003C/p>\u003Cp>Agencies like Raw Studio use Notion to have a centralized team space where each client and project has its own folder. Clients can easily access project files on the pages they have been granted access to.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Project, wiki, docs, & calendar management \u003C/li>\u003Cli>Team collaboration tools\u003C/li>\u003Cli>Ready-to-use templates\u003C/li>\u003Cli>User-based role access\u003C/li>\u003Cli>Client portal\u003C/li>\u003Cli>AI assistant\u003C/li>\u003C/ul>\u003Ch3>Notion reviews from other agency owners\"\u003C/h3>\u003Cp>\u003Ci>“By centralising all project tasks, client communications, and resources into Notion, we’re saving our team hours every week that used to be spent juggling multiple tools.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Daniel Radovich, Managing Director at \u003C/strong>\u003Ca href=\"https://www.notion.com/customers/raw-studio\">\u003Cstrong>Raw Studio\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>Notion pros:\u003C/h3>\u003Cul>\u003Cli>Keep clients informed without constant back-and-forth\u003C/li>\u003Cli>Centralize project tasks, resources, and communication\u003C/li>\u003Cli>A fair free plan available\u003C/li>\u003C/ul>\u003Ch3>Notion cons:\u003C/h3>\u003Cul>\u003Cli>No offline mode is available\u003C/li>\u003Cli>Lack of a native form builder\u003C/li>\u003Cli>Mobile app UI lacks functionality\u003C/li>\u003C/ul>\u003Ch3>Notion pricing:\u003C/h3>\u003Cp>Notion’s pricing is based on the number of users. \u003C/p>\u003Cp>As of March 2025, Notion offers four pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free:\u003C/strong> Free for individual users, with up to 10 guests allowed\u003C/li>\u003Cli>\u003Cstrong>Plus:\u003C/strong> $12/user/month for individual power users\u003C/li>\u003Cli>\u003Cstrong>Business:\u003C/strong> $18/user/month for small businesses & agencies\u003C/li>\u003Cli>\u003Cstrong>Enterprise:\u003C/strong> Based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>3. Whatagraph: Best for marketing reporting and insights\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/instant_Insights_e29e2fbb16.png\" alt=\"Instant Insights - Dashboard view showing report sources and campaign results metrics.\">\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> lets you collect, analyze, and report all your marketing data in one place, whether it's PPC, social media, email marketing, or website performance.\u003C/p>\u003Cp>Agencies like \u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">Peak Seven\u003C/a> use it to save 63 hours per month on reporting.\u003C/p>\u003Cp>Here's what you can do with Whatagraph:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Connect\u003C/strong> to \u003Ca href=\"https://whatagraph.com/integrations\">55+ marketing channels\u003C/a> through stable, pre-built integrations. All your data will flow in automatically onto Whatagraph. No need for third-party connectors. \u003C/li>\u003Cli>\u003Cstrong>Organize\u003C/strong> and unify your data to prepare it for analysis. Create custom metrics, dimensions, and data blends without writing a single line of code.\u003C/li>\u003Cli>\u003Cstrong>Visualize\u003C/strong> 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 colour schemes.\u003C/li>\u003Cli>\u003Cstrong>Share\u003C/strong> reports as live links, PDFs, Excel spreadsheets, or automated emails.\u003C/li>\u003Cli>\u003Cstrong>Ask \u003C/strong>your \u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-ai-chatbot\">personal AI chatbot\u003C/a> anything about your marketing performance. It gives you accurate answers in seconds. You can also ask AI to \u003Ca href=\"https://help.whatagraph.com/en/articles/10260602-ai-generated-summaries-in-text-widgets\">write out performance summaries\u003C/a> and add them to your reports. \u003Ci>(But don’t worry, you’ll be able to fully edit them to still maintain that human touch.)\u003C/i>\u003C/li>\u003C/ol>\u003Cp>Plus, Whatagraph is built to be easy on the brain. Anyone on your team—whether that’s an intern or an Account Manager—can start analyzing data and building reports right away.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Drag-and-drop widgets for reports and dashboards\u003C/li>\u003Cli>Report templates and a library of pre-made dashboards\u003C/li>\u003Cli>Automated report sharing via email\u003C/li>\u003Cli>Export to Excel and CSV\u003C/li>\u003Cli>Links to live dashboards\u003C/li>\u003Cli>Eye-catching visual reports\u003C/li>\u003Cli>55+ native integrations\u003C/li>\u003Cli>AI insights and chatbot\u003C/li>\u003C/ul>\u003Ch3>Whatagraph reviews from other agency owners:\u003C/h3>\u003Cp>\u003Ci>“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.\u003C/i>\u003C/p>\u003Cp>\u003Ci>Whatagraph is now our Bible—both for our clients and internal teams.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Kim Strickland, Digital Marketing Specialist at \u003C/strong>\u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Peak Seven\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>Whatagraph pros:\u003C/h3>\u003Cul>\u003Cli>Easy to use for anyone in your team\u003C/li>\u003Cli>Stable platform—99.95% uptime according to data from the last 6 months\u003C/li>\u003Cli>Cross-channel marketing reporting and monitoring\u003C/li>\u003Cli>Shows accurate data on your reports\u003C/li>\u003Cli>Consistent 30-min data refresh rate for every data source, blend, and channel\u003C/li>\u003Cli>Linked templates that allow you to edit similar reports in one go, instead of one by one\u003C/li>\u003Cli>Pre-made widgets and metrics (no need to create from scratch)\u003C/li>\u003Cli>Fast campaign performance and insights through AI \u003C/li>\u003Cli>Live chat customer support that responds within 30 seconds and resolves issues within 1 hour (on average)\u003C/li>\u003Cli>Personalized onboarding\u003C/li>\u003C/ul>\u003Ch3>Whatagraph cons:\u003C/h3>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Small agencies (under 10 employees) and freelancers may find it expensive\u003C/li>\u003Cli>55 integrations might not be enough for you \u003C/li>\u003C/ul>\u003Ch3>Whatagraph pricing:\u003C/h3>\u003Cp>Whatagraph has three pricing plans based on the amount of \"source credits\" you have and customization options. \u003C/p>\u003Cp>You can use source credits to connect sources, send data from sources to warehouses, and blend cross-channel data.\u003C/p>\u003Cp>You can \u003Ca href=\"https://whatagraph.com/book-a-call\">reach out to us for custom pricing\u003C/a>, designed just for you.\u003C/p>\u003Ch2>4. Statusbrew: Best for social media management\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=F37WZ_ZHQDs\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/F37WZ_ZHQDs\" 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://statusbrew.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Statusbrew\u003C/a> is a social media management tool agencies can use to create, schedule, and manage content for multiple clients.\u003C/p>\u003Cp>Many users like the unified inbox, which stores all organic/paid social interactions in one location. It helps moderate comments through filters like “Ad comments,” “Brand mentions,” and “Negative comments.”\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Schedule posts, Reels, shorts, stories, TikToks, etc\u003C/li>\u003Cli>Campaign performance and \u003Ca href=\"https://whatagraph.com/blog/articles/social-media-report\">social media reports\u003C/a>\u003C/li>\u003Cli>Internal/external notes and approvals\u003C/li>\u003Cli>Built-in calendar\u003C/li>\u003Cli>Bulk scheduling\u003C/li>\u003C/ul>\u003Ch3>Statusbrew reviews from other agency owners:\u003C/h3>\u003Cp>\u003Ci>“Statusbrew gives us the ability to manage our engagement across multiple social media platforms efficiently. \u003C/i>\u003C/p>\u003Cp>\u003Ci>With our diverse range of languages, including English, French, German, and Spanish, this tool helps divide and handle the interactions within each market effectively.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Vladimir Trofimov, Community Manager at \u003C/strong>\u003Ca href=\"https://vividagency.com.ua/en\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Vivid\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>Statusbrew pros:\u003C/h3>\u003Cul>\u003Cli>Access all client workspaces from a unified dashboard\u003C/li>\u003Cli>More affordable option than most competitors\u003C/li>\u003Cli>Bundled pricing that is suited for agencies\u003C/li>\u003Cli>Quick reply templates for comment replies \u003C/li>\u003Cli>Schedule social media posts\u003C/li>\u003C/ul>\u003Ch3>Statusbrew cons:\u003C/h3>\u003Cul>\u003Cli>Fewer app integrations as alternatives like Hootsuite and Sprout Social offer\u003C/li>\u003Cli>Steep learning curve and few resources available\u003C/li>\u003C/ul>\u003Ch3>Statusbrew pricing:\u003C/h3>\u003Cp>As of March 2025, Statusbrew offers one plan designed for agencies, which costs $49/month/client.\u003C/p>\u003Cp>It comes with unlimited spaces, reports, calendars, and more.\u003C/p>\u003Ch2>5. SE Ranking: Best for SEO planning, analytics, and tracking\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=sd99AsvFC5A\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/sd99AsvFC5A\" 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 need a tool to manage all things SEO and content marketing, SE Ranking is a good choice.\u003C/p>\u003Cp>\u003Ca href=\"https://seranking.com/\" target=\"_blank\" rel=\"noopener noreferrer\">SE Ranking\u003C/a> allows agencies to build their ideal bundle of features. Don’t need content & local marketing, or social media features? You can leave them out and save money.\u003C/p>\u003Cp>With the Agency Pack add-on, users can share real-time performance reports with clients and generate more leads by adding an On-Page checker widget to their website.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Content editor (AI writer, plagiarism checker, etc)\u003C/li>\u003Cli>Analyze Facebook & Google Ads with the SMM tool\u003C/li>\u003Cli>Competitive and keyword research\u003C/li>\u003Cli>Backlink checker and monitoring\u003C/li>\u003Cli>On-page checker and optimization\u003C/li>\u003Cli>SERP analyzer\u003C/li>\u003Cli>SEO tools\u003C/li>\u003C/ul>\u003Ch3>SE Ranking reviews from other agency owners:\u003C/h3>\u003Cp>\u003Ci>“We use SE Ranking to build winning SEO strategies for our clients. Their suite of tools allows for robust market research, competitive analysis, and website audits—all of which serve to inform our SEO campaign roadmaps.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Connor Wilkins, CMO at \u003C/strong>\u003Ca href=\"https://direction.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Direction.com\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>SE Ranking pros:\u003C/h3>\u003Cul>\u003Cli>Broad feature set, meaning you don’t need other SEO or content marketing tools\u003C/li>\u003Cli>The base plans are more affordable than competitors, like Semrush or Ahrefs have\u003C/li>\u003Cli>A wide range of integrations, such as Google Analytics\u003C/li>\u003Cli>The reports are highly customizable\u003C/li>\u003C/ul>\u003Ch3>SE Ranking cons:\u003C/h3>\u003Cul>\u003Cli>With all the add-ons, the pricing can get expensive quickly\u003C/li>\u003Cli>The Agency Pack is only available with annual subscriptions\u003C/li>\u003C/ul>\u003Ch3>SE Ranking pricing:\u003C/h3>\u003Cp>SE Ranking’s pricing is based on the amount of users, usage, and keywords tracked.\u003C/p>\u003Cp>Its four pricing plans are:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Essential: \u003C/strong>$65/month, one user seat, and five projects\u003C/li>\u003Cli>\u003Cstrong>Pro:\u003C/strong> $119/month, three user seats, and 30 projects\u003C/li>\u003Cli>\u003Cstrong>Business:\u003C/strong> $259/month, five user seats, and unlimited projects\u003C/li>\u003C/ul>\u003Ch2>6. Planable: Best for streamlining content creation\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Planable_sm_tool_6bea0f11d1.png\" alt=\"Planable sm tool - A website interface for social media planning with a calendar view of scheduled posts.\">If you need a tool to streamline content creation, collaboration, and social media scheduling, \u003Ca href=\"https://planable.io/\" target=\"_blank\" rel=\"noopener noreferrer\">Planable\u003C/a> is a great choice.\u003C/p>\u003Cp>It’s the central hub where you can create, plan, approve, schedule, and analyze your marketing content, ranging from social media posts and blogs to newsletters and press releases. Planable’s intuitive drag-and-drop calendar and real-time feedback features keep everything organized and hassle-free.\u003C/p>\u003Ch3>\u003Cstrong>Key features:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>Separate, organized workspaces for managing clients or brands\u003C/li>\u003Cli>Drag-and-drop calendar to easily plan and schedule content\u003C/li>\u003Cli>Collaboration features like comments, annotations, and real-time feedback\u003C/li>\u003Cli>Customizable approval workflow, from no approvals to multi-step reviews\u003C/li>\u003Cli>Social media built-in analytics\u003C/li>\u003Cli>Generate reports quickly for clients and stakeholders with ease.\u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>Planable reviews from other marketers:\u003C/strong>\u003C/h3>\u003Cp>\u003Ci>\"As a marketing agency managing multiple client accounts, Planable has been a total game-changer for us. It’s super intuitive and makes it so much easier to collaborate, plan, and schedule content across all the accounts we handle. Prior to using Planable we had tried 2 different social media management platforms that just didn't quite hit the mark.\"\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ca href=\"https://www.g2.com/products/planable/reviews/planable-review-10633631\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Jay M, Co-founder\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>\u003Cstrong>Planable pros:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>Simple and intuitive interface—no learning curve\u003C/li>\u003Cli>Real-time collaboration speeds up approval processes\u003C/li>\u003Cli>Supports multiple social media platforms in one place\u003C/li>\u003Cli>Affordable compared to other social media management tools\u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>Planable cons:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>Limited automation features compared to some competitors\u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>Planable pricing:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Free:\u003C/strong> 50 posts, unlimited experience\u003C/li>\u003Cli>\u003Cstrong>Basic:\u003C/strong> $33/workspace/month, unlimited users\u003C/li>\u003Cli>\u003Cstrong>Pro:\u003C/strong> $49/workspace/month, includes 3 types of approval\u003C/li>\u003Cli>\u003Cstrong>Enterprise:\u003C/strong> Custom pricing for large teams and agencies\u003C/li>\u003C/ul>\u003Ch2>7. SPP.co: Best for client portal & service delivery automation\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SPP_co_0c184bfcbb.webp\" alt=\"\">\u003C/p>\u003Cp>This all-in-one client portal platform is built specifically for digital service agencies. If you're running an SEO, content, link building, or social media agency, it brings your scattered tools and processes under one roof.\u003C/p>\u003Cp>With \u003Ca href=\"https://spp.co/\" target=\"_blank\" rel=\"noopener noreferrer\">SPP.co\u003C/a>, you'll give clients a professional, self-service experience while cutting out the manual work through automated workflows. Many agencies use the system to handle everything from order intake to delivery and billing, freeing up hours of admin work each week.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>White-labeled client portal with custom domain and branding\u003C/li>\u003Cli>Flexible billing system with multiple payment options (Stripe, PayPal)\u003C/li>\u003Cli>Custom order forms and intake questionnaires\u003C/li>\u003Cli>Project management with adjustable statuses and task templates\u003C/li>\u003Cli>Client relationship management and team access controls\u003C/li>\u003Cli>Performance metrics and reporting dashboard\u003C/li>\u003C/ul>\u003Ch3>SPP.co reviews from other agency owners:\u003C/h3>\u003Cp>\u003Ci>\"This platform is for businesses that want to bring clarity to the chaos. To organise and structure client orders, subscriptions and communication in one place. From day one we've used SPP and client communication has been a breeze. You can set up browser notifications so the right people are notified as soon as a client sends a message. Allowing you to respond promptly to client queries.\"\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Ahmad B., \u003C/strong>\u003Ca href=\"https://www.g2.com/products/service-provider-pro/reviews/service-provider-pro-review-9902823\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Growth Partners Media\u003C/strong>\u003C/a>\u003Cbr> \u003C/p>\u003Ch3>SPP.co pros\u003C/h3>\u003Cul>\u003Cli>Purpose-built specifically for digital marketing agencies\u003C/li>\u003Cli>Built-in referral/affiliate program system\u003C/li>\u003Cli>Custom forms with conditional logic and e-signatures\u003C/li>\u003Cli>Detailed analytics for revenue and team performance\u003C/li>\u003Cli>Handles both one-time and subscription-based services\u003C/li>\u003Cli>Powerful automations via Make, Zapier, API\u003Cbr> \u003C/li>\u003C/ul>\u003Ch3>SPP.co cons\u003C/h3>\u003Cul>\u003Cli>Technical knowledge required for some customizations\u003C/li>\u003Cli>Limited to transactional emails (no mass email campaigns)\u003C/li>\u003Cli>Some advanced features only available on higher-tier plans\u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>SPP.co pricing:\u003C/strong>\u003C/h3>\u003Cp>As of May 2025, SPP.co offers three pricing plans:\u003C/p>\u003Cul>\u003Cli>Basic: $99/month, billed annually\u003C/li>\u003Cli>Pro: $249/month, billed annually\u003C/li>\u003Cli>Plus: $1,500/month\u003C/li>\u003C/ul>\u003Ch2>8. Fathom: Best for automated meeting notes & CRM sync\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/fathom_home_page_16702ec205.png\" alt=\"Fathom Home Page - Website promoting an AI meeting assistant with video interface.\">If you still write your meeting notes manually, try out \u003Ca href=\"https://fathom.video/\" target=\"_blank\" rel=\"noopener noreferrer\">Fathom\u003C/a>.\u003C/p>\u003Cp>Fathom automatically transcribes and summarises your meetings so you can fully focus on your calls with clients.\u003C/p>\u003Cp>After the call, you can select parts of the meeting (or the entire meeting) and drag and drop them into your Slack channel.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Automatic transcription and summarization\u003C/li>\u003Cli>Ask Fathom AI assistant\u003C/li>\u003Cli>Clip & meeting sharing\u003C/li>\u003Cli>Automatic action points\u003C/li>\u003Cli>Access control\u003C/li>\u003C/ul>\u003Ch3>Fathom reviews from other agency owners\u003C/h3>\u003Cp>\u003Ci>“We love Fathom for client meetings—it captures the conversations and automatically generates actionable to-do lists, making sure nothing falls through the cracks.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Ameet Khabra, CEO & Founder at \u003C/strong>\u003Ca href=\"https://hopskipmedia.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Hop Skip Media\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>Fathom pros:\u003C/h3>\u003Cul>\u003Cli>Customer relationship management (CRM) integrations for easy meeting summary syncs\u003C/li>\u003Cli>Improve client relationships through a better knowledge\u003C/li>\u003Cli>Fathom supports 28 languages\u003C/li>\u003Cli>Custom branding options\u003C/li>\u003Cli>Advanced security features\u003C/li>\u003Cli>A fair free plan\u003C/li>\u003C/ul>\u003Ch3>Fathom cons:\u003C/h3>\u003Cul>\u003Cli>No offline capability\u003C/li>\u003Cli>The AI notetaker can be inaccurate at times—for example, it would misspell people’s and software’s names according to \u003Ca href=\"https://www.g2.com/products/fathom-video/reviews/fathom-review-10757553\" target=\"_blank\" rel=\"noopener noreferrer\">this G2.com review\u003C/a> \u003C/li>\u003C/ul>\u003Ch3>Fathom pricing:\u003C/h3>\u003Cp>Fathom pricing is based on the number of users.\u003C/p>\u003Cp>As of March 2025, the two pricing plans for teams are:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Standard:\u003C/strong> $19/month/user\u003C/li>\u003Cli>\u003Cstrong>Pro:\u003C/strong> $29/month/user\u003C/li>\u003C/ul>\u003Ch2>9. Claude: Best for marketing strategy & content generation\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/claude_home_page_3d7e97d755.png\" alt=\"Claude Home Page - Claude landing page showing account login options and content calendar UI.\">\u003Ca href=\"https://claude.ai/\" target=\"_blank\" rel=\"noopener noreferrer\">Claude\u003C/a> is an AI assistant for brainstorming, content generation, and research. If you’re unsure if your hypothesis is true or if you need help with new ideas or perspectives, simply ask Claude.\u003C/p>\u003Cp>Claude’s Team plan allows to ingest 200k tokens (500 pages of text), which is ideal for processing long documents or discussing complex topics (e.g., product roadmapping or financial forecasting).\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Writing and idea-generation assistant\u003C/li>\u003Cli>Long-form content generation\u003C/li>\u003Cli>200K context window\u003C/li>\u003Cli>iOS app available\u003C/li>\u003Cli>Claude 3 model family\u003C/li>\u003C/ul>\u003Ch3>Claude reviews from other agency owners\u003C/h3>\u003Cp>\u003Ci>\"I use Claude 20 times a day for just about anything I’m doing. It’s great for discerning what's the BS and what are some good nuggets of information—whether it’s for SEO, content strategy, or competitive intelligence. \u003C/i>\u003C/p>\u003Cp>\u003Ci>I also use it to evaluate my hypotheses. If I have a hypothesis about the client's strategy or what Catalyst should do as an agency, I put it into Claude to see what I might be missing.\"\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Robin Emiliani, Founder and CEO at Catalyst Marketing\u003C/strong>\u003C/p>\u003Ch3>Claude pros:\u003C/h3>\u003Cul>\u003Cli>Access to a knowledgeable AI tutor 24/7\u003C/li>\u003Cli>Quickly share the best chats with team members\u003C/li>\u003Cli>Streamline content creation\u003C/li>\u003C/ul>\u003Ch3>Claude cons:\u003C/h3>\u003Cul>\u003Cli>Unlike ChatGPT, Claude doesn’t have access to search engine information\u003C/li>\u003Cli>Potential for inaccuracies\u003C/li>\u003C/ul>\u003Ch3>Claude pricing:\u003C/h3>\u003Cp>Claude offers four different pricing plans, which are the following:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free: \u003C/strong>Free for individuals\u003C/li>\u003Cli>\u003Cstrong>Pro: \u003C/strong>$20/month for individual users\u003C/li>\u003Cli>\u003Cstrong>Team: \u003C/strong>$30/month/user\u003C/li>\u003Cli>\u003Cstrong>Enterprise: \u003C/strong>Based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>10. Perplexity: Best for research, competitive analysis & proposal writing\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/perplexity_home_page_b7ca6c1001.png\" alt=\"Perplexity Home Page - Perplexity homepage with search bar and side navigation menu.\">\u003Ca href=\"https://www.perplexity.ai/\" target=\"_blank\" rel=\"noopener noreferrer\">Perplexity\u003C/a> is a free AI search engine that serves as a research assistant, answering queries based on sources.\u003C/p>\u003Cp>Unlike Claude (and most other chatbots), Perplexity can access the open internet, meaning it can pull information from Reddit, competitor websites, and other indexed sources. \u003C/p>\u003Cp>This makes it ideal for competition analysis, market research, and other “internet-based tasks”.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>AI-powered search\u003C/li>\u003Cli>Real-time data retrieval\u003C/li>\u003Cli>Citations & sources\u003C/li>\u003Cli>Contextual understanding\u003C/li>\u003Cli>Summarization\u003C/li>\u003C/ul>\u003Ch3>Perplexity reviews from other agency owners\u003C/h3>\u003Cp>\u003Ci>“We’ve responded to quite a few RFPs in the past 9 years of business, so we built a system where we loaded this information into Perplexity.\u003C/i>\u003C/p>\u003Cp>\u003Ci>It then draws on this information and creates a new response in literally a tenth of the time. This helps us respond to more RFPs in a shorter period of time.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Robin Emiliani, Founder and CEO at Catalyst Marketing\u003C/strong>\u003C/p>\u003Ch3>Perplexity pros:\u003C/h3>\u003Cul>\u003Cli>Free to use with no character limits or other restrictions\u003C/li>\u003Cli>Access real-time information quickly\u003C/li>\u003Cli>Summarize long texts into short answers\u003C/li>\u003Cli>Answers are backed by source citations\u003C/li>\u003C/ul>\u003Ch3>Perplexity cons:\u003C/h3>\u003Cul>\u003Cli>Since it has access to the open internet, it might pull information from unreliable sources\u003C/li>\u003Cli>A \u003Ca href=\"https://www.reddit.com/r/AIToolTesting/comments/1g4duzh/my_honest_review_of_perplexity_ai_a_gamechanger/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> says Perplexity’s writing style can feel robotic at times\u003C/li>\u003C/ul>\u003Ch3>Perplexity pricing:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Standard:\u003C/strong> Free to use with unlimited quick searches\u003C/li>\u003Cli>\u003Cstrong>Professional:\u003C/strong> $20/month/user with 300+ Pro searches\u003C/li>\u003Cli>\u003Cstrong>Enterprise:\u003C/strong> Based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>11. Gong: Best for sales intelligence & conversation analytics\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=rx4Te6c9tEs&t=17s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/rx4Te6c9tEs?start=17\" 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.gong.io/\" target=\"_blank\" rel=\"noopener noreferrer\">Gong\u003C/a> helps agencies who want to close more deals with AI-powered sales insights.\u003C/p>\u003Cp>After recording and transcribing your meetings, Gong correlates the conversations' content into actionable insights. With these insights, you can identify which behaviours lead to closed-win opportunities and reinforce them.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Call recording and transcription\u003C/li>\u003Cli>Call and email campaign analysis\u003C/li>\u003Cli>Advanced analytics\u003C/li>\u003Cli>Team activity overview\u003C/li>\u003Cli>Deal course correction\u003C/li>\u003Cli>Deal and pipeline management\u003C/li>\u003C/ul>\u003Ch3>Gong reviews from other agency owners\u003C/h3>\u003Cp>\u003Ci>“We use Gong for meeting recording, transcription, and summaries. It has been a huge help and unlock for us in assuring we are plugged into calls, and present.”\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Ryan Anderson, President at \u003C/strong>\u003Ca href=\"https://markiserv.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Markiserv\u003C/strong>\u003C/a>\u003C/p>\u003Ch3>Gong pros:\u003C/h3>\u003Cul>\u003Cli>Wide integrations with sales and CRM, such as Hubspot\u003C/li>\u003Cli>Helps to remove repetitive tasks, such as taking call notes\u003C/li>\u003Cli>Comes with conversation analytics tools\u003C/li>\u003Cli>Improved lead generation\u003C/li>\u003Cli>Offers actionable insights\u003C/li>\u003Cli>Scalable solution\u003C/li>\u003C/ul>\u003Ch3>Gong cons:\u003C/h3>\u003Cul>\u003Cli>According to a \u003Ca href=\"https://www.reddit.com/r/CustomerSuccess/comments/vohcmv/comment/m5skyr5/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a>, calls can take up to 60 minutes to become available after recording\u003C/li>\u003Cli>Steep learning curve\u003C/li>\u003Cli>High cost\u003C/li>\u003C/ul>\u003Ch3>Gong pricing:\u003C/h3>\u003Cp>Gong’s pricing is based on a custom quotation.\u003C/p>\u003Cp> \u003C/p>\u003Cp>---\u003C/p>\u003Cp>Want more tool recommendations + strategies to implement AI successfully at your agency (straight from other agency leaders)? \u003Ca href=\"https://whatagraph.com/ai-playbook-for-agencies\">\u003Ci>Download the AI Playbook for Agencies here\u003C/i>\u003C/a>\u003Ci>. \u003C/i>\u003C/p>","2025-03-02T13:16:45.665Z","2025-06-09T08:35:02.346Z","2025-03-02T13:39:20.440Z","2025-03-02",{"id":479,"title":480,"slug":481,"summary":482,"body":483,"read_time":270,"createdAt":484,"updatedAt":485,"publishedAt":486,"errors":31,"table_of_contents":32,"dateReorder":487},2349,"9 Best Cross-Channel Marketing Platforms for Agencies in 2025","cross-channel-marketing-platforms","\u003Cp>\u003Cspan style=\"color:#000000;\">Every marketer knows it’s a pain to manage campaigns and data on dozens of disparate platforms.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">When data is spread across platforms, workflows become inefficient, and tracking performance is a (big) challenge.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">The best way to solve this is to use a cross-channel marketing platform. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Cross-channel marketing tools help users manage, track, analyze, and report marketing campaign activities across multiple platforms, thereby preventing the above problems.\u003C/span>\u003C/p>","\u003Cp>But choosing the right cross-channel marketing platform can be tough.\u003C/p>\u003Cp>With the increased availability of APIs, SDKs, and integration platforms, the number of cross-channel marketing platforms has increased.\u003C/p>\u003Cp>How do you pick the best ones from the pool of options?\u003C/p>\u003Cp>To help you, we’ve cut through the noise and listed the eight best cross-channel marketing platforms—backed by real user reviews.\u003C/p>\u003Ch2>9 Best Cross-channel Marketing Platforms in 2025\u003C/h2>\u003Cp>According to reviews (from real users) and our own research, the best cross-channel marketing platforms are:\u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>Agorapulse\u003C/li>\u003Cli>SE Ranking\u003C/li>\u003Cli>Airtable\u003C/li>\u003Cli>HubSpot Marketing Hub\u003C/li>\u003Cli>ActiveCampaign\u003C/li>\u003Cli>Salesforce Marketing Cloud\u003C/li>\u003Cli>Brevo\u003C/li>\u003Cli>Mailtrap\u003Cbr> \u003C/li>\u003C/ol>\u003Cp>Looking for a quick summary of each tool? Check out our overview table below:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Tool\u003C/strong>\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Best for\u003C/strong>\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Pricing (as of March 2025)\u003C/strong>\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Whatagraph\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Creating cross-channel marketing performance reports\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Pricing is based on a custom quotation\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Agorapulse\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Managing social media across channels\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">30-day free trial\u003C/span>\u003Cbr>\u003Cspan style=\"color:hsl(0,0%,0%);\">Paid plans start from \u003C/span>\u003Cbr>\u003Cspan style=\"color:hsl(0,0%,0%);\">$99/month\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">SE Ranking\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Tracking SEO performance across platforms\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">14-day free trial available\u003C/span>\u003Cbr>\u003Cspan style=\"color:hsl(0,0%,0%);\">Paid plans start from $65/month\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Airtable\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Managing cross-channel marketing data\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Free plan available\u003C/span>\u003Cbr>\u003Cspan style=\"color:hsl(0,0%,0%);\">Paid plans start from $20/month/use\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">HubSpot Marketing Hub\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Automating cross-channel marketing campaigns\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Free plan available\u003C/span>\u003Cbr>\u003Cspan style=\"color:hsl(0,0%,0%);\">Paid plans start from $20/month\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">ActiveCampaign\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Omnichannel email & customer automation\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Paid plans start from $15/month\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Salesforce Marketing Cloud\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Enterprise-level cross-channel marketing\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Paid plans start from $25/month\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Brevo\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Multichannel marketing (email & SMS)\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:hsl(0,0%,0%);\">Free plan available\u003C/span>\u003Cbr>\u003Cspan style=\"color:hsl(0,0%,0%);\">Paid plans start from $9/month\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Mailtrap\u003C/td>\u003Ctd>\u003Cspan style=\"color:#171e26;\">Email SMTP & Email Sandbox\u003C/span>\u003C/td>\u003Ctd>\u003Cp>\u003Cspan style=\"color:#171e26;\">Free plan available\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#171e26;\">Paid plans start from $15/month\u003C/span>\u003C/p>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Below, you'll find a detailed review of each tool, along with its features, pros and cons, pricing, and reviews from real users.\u003C/p>\u003Ch2>1. Agorapulse – Best for Social Media Management\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=gQNnSmDjWr4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/gQNnSmDjWr4\" 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>As Agorapulse explains in \u003Ca href=\"https://www.agorapulse.com/blog/content-marketing/cross-publishing-tips/\" target=\"_blank\" rel=\"noopener noreferrer\">its blog post\u003C/a>, the platform is ideal for cross-publishing content on multiple social media platforms (Facebook, Instagram, TikTok, LinkedIn, etc.).\u003C/p>\u003Cp>You can start by drafting posts (using Agorapulse’s content editor) and customizing them according to each platform's best practices. Then, the content can be scheduled and posted simultaneously.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agorapulse_content_editor_99e516f663.png\" alt=\"Agorapulse Content Editor - The Agorapulse content editor screen shows social media previews and profile options.\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Content planning and publishing\u003C/li>\u003Cli>AI writing assistant\u003C/li>\u003Cli>Inbox management\u003C/li>\u003Cli>ROI tracking and reporting\u003C/li>\u003Cli>Brand online presence listener\u003C/li>\u003C/ul>\u003Ch3>Agorapulse pros:\u003C/h3>\u003Cul>\u003Cli>An agency owner \u003Ca href=\"https://www.g2.com/products/agorapulse/reviews/agorapulse-review-10806358\" target=\"_blank\" rel=\"noopener noreferrer\">on G2\u003C/a> says bulk publishing with Agorapulse is easier than publishing natively\u003C/li>\u003Cli>The inbox management feature makes it easy to manage your social media conversations\u003C/li>\u003Cli>The reports provide insight into your demographics\u003C/li>\u003C/ul>\u003Ch3>Agorapulse cons:\u003C/h3>\u003Cul>\u003Cli>According to a \u003Ca href=\"https://www.reddit.com/r/marketing/comments/za2jlz/comment/iyk3gda/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a>, Agorapulse’s team tried to upsell them to a more expensive plan, which made them look for alternatives \u003C/li>\u003C/ul>\u003Ch3>Agorapulse reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“Easy cross-channel publishing. The overall dashboard is really user friendly, it makes it easy to navigate between screens.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/agorapulse/reviews/agorapulse-review-4725997\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“As an agency with multiple clients, each with their own social profiles, we appreciate the inbox layout and how we can easily monitor the status of notifications.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/agorapulse/reviews/agorapulse-review-4669814\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>Agorapulse pricing:\u003C/h3>\u003Cp>As of March 2025, Agorapulse offers four pricing plans:\u003C/p>\u003Cul>\u003Cli>Standard: $99/month/user for 10 social profiles\u003C/li>\u003Cli>Professional: $149/month/user for 10 social profiles\u003C/li>\u003Cli>Advanced: $199/month/user for 10 social profiles\u003C/li>\u003Cli>Custom: Based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>2. Whatagraph - Best for Cross-channel Reporting & Marketing Intelligence\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s&t=3s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s?start=3\" 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 holistic marketing intelligence platform that makes it ridiculously easy to collect, monitor, report, and act on your marketing data—in one place. \u003C/p>\u003Cp>You can:\u003C/p>\u003Col>\u003Cli>Bring in your data from \u003Ca href=\"https://whatagraph.com/integrations\">\u003Cstrong>55+ marketing channels\u003C/strong>\u003C/a> through native, out-of-the-box connectors. No need to mess around with spreadsheets or APIs (unless you want to bring in custom data).\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/organize\">\u003Cstrong>Organize your cross-channel data\u003C/strong>\u003C/a> into clear, consistent formats. Standardize metrics and dimensions. Blend data from different sources together for a holistic view of marketing performance. \u003C/li>\u003Cli>Create \u003Ca href=\"https://whatagraph.com/templates\">\u003Cstrong>fully customizable marketing reports\u003C/strong>\u003C/a> for clients or C-Suite. Add your own logos and images, set color schemes, and send reports on your own email domain.\u003C/li>\u003Cli>Monitor KPIs and trends on an \u003Ca href=\"https://whatagraph.com/overview\">\u003Cstrong>internal dashboard\u003C/strong>\u003C/a>. Slice and dice data by client, campaign, location, Account Manager, or more. \u003C/li>\u003Cli>\u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-ai-chatbot\">\u003Cstrong>Ask the AI chatbot\u003C/strong>\u003C/a>\u003Cstrong> \u003C/strong>anything about your marketing data, e.g. “How many clicks did we get on our retargeting campaign?”. \u003Ca href=\"https://help.whatagraph.com/en/articles/10260602-ai-generated-summaries-in-text-widgets\">\u003Cstrong>Get AI to write performance summaries\u003C/strong>\u003C/a>\u003Cstrong> \u003C/strong>and add them directly to your reports (or edit them to your heart’s content). \u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/instant_Insights_e29e2fbb16.png\" alt=\"Instant Insights - Dashboard view showing report sources and campaign results metrics.\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">Cross-channel marketing reporting\u003C/a> and monitoring\u003C/li>\u003Cli>50+ integrations with social, email, paid advertising, CRM, and other sources\u003C/li>\u003Cli>Automated report delivery to your or your client’s inbox\u003C/li>\u003Cli>Pre-made \u003Ca href=\"https://whatagraph.com/templates/cross-channel-analytics-report\">cross-channel report templates\u003C/a>\u003C/li>\u003Cli>Data grouping and aggregation\u003C/li>\u003Cli>AI insights and chatbot\u003C/li>\u003Cli>Collaborative features\u003C/li>\u003C/ul>\u003Ch3>Whatagraph pros:\u003C/h3>\u003Cul>\u003Cli>Instantly create new cross-channel metrics\u003C/li>\u003Cli>Everyone on your team can use it easily\u003C/li>\u003Cli>Customers \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">report\u003C/a> that building new reports is effortless\u003C/li>\u003Cli>Whatagraph offers flexible data consolidation, which a \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> liked\u003C/li>\u003Cli>Platform stability - 99.5% uptime over the past 6 months\u003C/li>\u003Cli>Fast live chat customer support that replies within 1 minute\u003C/li>\u003C/ul>\u003Ch3>Whatagraph cons:\u003C/h3>\u003Cul>\u003Cli>The pricing may be steep for small businesses, which a \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10797103\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> mentioned\u003C/li>\u003Cli>55 integrations may not be enough for you\u003C/li>\u003C/ul>\u003Ch3>Whatagraph reviews from real users:\u003C/h3>\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.” \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 is an extremely user-friendly reporting tool that helps us communicate the key aspects of our client's digital marketing in practically real-time.” \u003C/i>(\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>Whatagraph pricing:\u003C/h3>\u003Cp>Whatagraph offers three pricing plans that are based on your \"source credits\" and customization options.\u003C/p>\u003Cp>Source credits can be used to connect data sources, send data from sources to warehouses, and blend cross-channel data.\u003C/p>\u003Cp>You can \u003Ca href=\"https://whatagraph.com/book-a-call\">reach out to us for custom pricing\u003C/a>, designed just for you.\u003C/p>\u003Ch2>3. SE Ranking - Best for SEO & Cross-channel Search Optimization\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=sd99AsvFC5A&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/sd99AsvFC5A?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> \u003C/p>\u003Cp>SE Ranking is great for monitoring\u003Cstrong> \u003C/strong>trends, keywords, and competitors from the leading search engines Google, Bing, and Yahoo.\u003C/p>\u003Cp>With the SERP Tracker, you can get data on the top 100 search results for all search engines and queries. Each search engine's algorithm is different, and this data helps optimize each.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SE_ranking_rank_tracker_afd3b028a4.webp\" alt=\"\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Google, Bing, & Yahoo keyword rank checker\u003C/li>\u003Cli>Cross-platform SEO management\u003C/li>\u003Cli>Competitor analysis\u003C/li>\u003Cli>Website audit and on-page analysis\u003C/li>\u003Cli>Social media management tool\u003C/li>\u003Cli>Google Analytics integration\u003C/li>\u003Cli>White-label reports\u003C/li>\u003C/ul>\u003Ch3>SE Ranking pros:\u003C/h3>\u003Cul>\u003Cli>SE Ranking is easier to understand than Ahrefs, according to a \u003Ca href=\"https://www.capterra.com/p/142169/SE-Ranking/reviews/Capterra___3313788/\" target=\"_blank\" rel=\"noopener noreferrer\">Capterra user\u003C/a>\u003C/li>\u003Cli>After trying all the major SEO tools, a \u003Ca href=\"https://www.reddit.com/r/bigseo/comments/1gzx6g6/comment/lz45kul/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> mentioned getting the most value for money from SE Ranking\u003C/li>\u003C/ul>\u003Ch3>SE Ranking cons:\u003C/h3>\u003Cul>\u003Cli>A \u003Ca href=\"https://www.g2.com/products/se-ranking/reviews/se-ranking-review-10422107\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> says SE Ranking’s learning curve is steep, and it takes time to develop an efficient workflow\u003C/li>\u003Cli>The add-ons can quickly add up in price\u003C/li>\u003C/ul>\u003Ch3>SE Ranking reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“SE Ranking provides all of the same tools some of the bigger providers have plus some extra great features.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/se-ranking/reviews/se-ranking-review-10863554\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“There are a lot of features, and it takes some time to learn how to use them all. However, the academy courses are really helpful.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/se-ranking/reviews/se-ranking-review-9785274\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>SE Ranking pricing:\u003C/h3>\u003Cp>Pricing for SE Ranking is based on how many users, keywords, and usage are tracked.\u003C/p>\u003Cp>As of March 2025, its three pricing plans are:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Essential: \u003C/strong>$65/month, one user seat, and five projects\u003C/li>\u003Cli>\u003Cstrong>Pro:\u003C/strong> $119/month, three user seats, and 30 projects\u003C/li>\u003Cli>\u003Cstrong>Business:\u003C/strong> $259/month, five user seats, and unlimited projects\u003C/li>\u003C/ul>\u003Ch2>4. Airtable - Best for Project & Campaign Management\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=pRUB4nnUp9o\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/pRUB4nnUp9o\" 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>Airtable connects with popular tools, like Slack, Zapier, Google Analytics, and Salesforce, and helps users turn the data into structured reports and campaigns.\u003C/p>\u003Cp>For example, you could pull data from three different platforms and create a feedback repository to track all user feedback from Airtable.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Airtable_feedback_repository_a4c660ba87.webp\" alt=\"Airtable Feedback Repository - An interface showing feedback tickets with status, priority and category.\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Customizable project and campaign tracking\u003C/li>\u003Cli>Pre-built templates for marketing workflows\u003C/li>\u003Cli>Multiple views (grid, calendar, Kanban, gallery)\u003C/li>\u003Cli>Third-party integrations (Slack, Zapier, Google Drive, etc.)\u003C/li>\u003Cli>Trigger-based automation\u003C/li>\u003C/ul>\u003Ch3>Airtable pros:\u003C/h3>\u003Cul>\u003Cli>Store and share data from third-party platforms\u003C/li>\u003Cli>Create feedback repositories, product roadmaps, OKR progress maps, etc.\u003C/li>\u003Cli>Incredibly versatile and powerful, according to \u003Ca href=\"https://www.reddit.com/r/Airtable/comments/17lto9a/comment/lbkv9yi/\" target=\"_blank\" rel=\"noopener noreferrer\">a Reddit user\u003C/a>\u003C/li>\u003C/ul>\u003Ch3>Airtable cons:\u003C/h3>\u003Cul>\u003Cli>Teams outgrow the free plan quickly\u003C/li>\u003Cli>The high level of customization comes with a time investment, a \u003Ca href=\"https://www.reddit.com/r/Airtable/comments/17lto9a/comment/lbkv9yi/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> says\u003C/li>\u003C/ul>\u003Ch3>Airtable reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“I like that the tool is simple to use and makes it easy to collaborate with team members.” \u003C/i>(\u003Ca href=\"https://www.capterra.com/p/146652/Airtable/reviews/Capterra___6665367/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The free version is a bit limited and the paid version quite big. I wish there were an in-between, lower cost option.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/146652/Airtable/reviews/Capterra___6515608/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>Airtable pricing:\u003C/h3>\u003Cp>As of March 2025, Airtable offers four plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free: \u003C/strong>Free for individuals\u003C/li>\u003Cli>\u003Cstrong>Team: \u003C/strong>$20/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Business: \u003C/strong>$45/user/month, billed annually\u003C/li>\u003Cli>\u003Cstrong>Enterprise Scale:\u003C/strong> Based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>5. HubSpot Marketing Hub - Best for Managing Cross-channel Marketing Campaigns\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=68mC70jSbek\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/68mC70jSbek\" 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>Hubspot Marketing Hub is a great tool for running cross-channel marketing campaigns. It captures all leads' touchpoints, such as emails opened, social media campaigns seen, and blog posts read.\u003C/p>\u003Cp>With this data, you can improve your marketing strategy for better results.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Customer relationship management (CRM)\u003C/li>\u003Cli>Social media monitoring and publishing\u003C/li>\u003Cli>Lead tracking and nurturing\u003C/li>\u003Cli>Reporting & analytics\u003C/li>\u003Cli>Email outreach\u003C/li>\u003C/ul>\u003Ch3>HubSpot Marketing Hub pros:\u003C/h3>\u003Cul>\u003Cli>Combines data from multiple channels into a single dashboard\u003C/li>\u003Cli>Strong campaign automation\u003C/li>\u003Cli>Templates for email marketing\u003C/li>\u003C/ul>\u003Ch3>HubSpot Marketing Hub cons:\u003C/h3>\u003Cul>\u003Cli>The costs can add up for small businesses, according to a \u003Ca href=\"https://www.g2.com/products/hubspot-marketing-hub/reviews/hubspot-marketing-hub-review-10891264\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a>\u003C/li>\u003Cli>Many of the features are available as add-ons\u003C/li>\u003C/ul>\u003Ch3>HubSpot Marketing Hub reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“The social media module is a great idea, but it's not developed enough, so it can't yet replace a real social media scheduler tool.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/hubspot-marketing-hub/reviews/hubspot-marketing-hub-review-10624186\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The reason why I use Hubspot is because it's an all-in-one platform: CRM, email newsletter, sign-up forms, social media management, email automation, etc. If you use only one feature like CRM, probably not worth it.” \u003C/i>(\u003Ca href=\"https://www.reddit.com/r/startups/comments/1cdobuu/comment/l1edx07/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>HubSpot Marketing Hub pricing:\u003C/h3>\u003Cp>As of March 2025, HubSpot Marketing Hub pricing is as follows:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free tools:\u003C/strong> Free for up to 2 users\u003C/li>\u003Cli>\u003Cstrong>Marketing Hub Starter: \u003C/strong>$20/month/user\u003C/li>\u003Cli>\u003Cstrong>Starter Customer Platform:\u003C/strong> $20/month/user\u003C/li>\u003Cli>\u003Cstrong>Marketing Hub Professional: \u003C/strong>$880/month for three users\u003C/li>\u003C/ul>\u003Ch2>6. Salesforce Marketing Cloud - Best for Large Enterprise Cross-channel Marketing\u003C/h2>\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>In a nutshell, Salesforce Marketing Cloud is an all-in-one tool for managing marketing efforts across websites, SMS, email, mobile apps, and social media. \u003C/p>\u003Cp>It is often compared to Hubspot Marketing Hub, but the key difference is that Salesforce targets enterprises with more complex needs. This is reflected in Salesforce’s more advanced features and pricing (which is steeper than Hubspot has).\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Salesforce_Marketing_Cloud_campaign_execution_4f0401e8d1.webp\" alt=\"Salesforce Marketing Cloud Campaign Execution - Screenshot of a CRM interface with a chat window.\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Email studio (Email sending)\u003C/li>\u003Cli>SMS studio (SMS sending and monitoring)\u003C/li>\u003Cli>Automation studio (Marketing automation)\u003C/li>\u003Cli>Web studio (Create landing pages, etc.)\u003C/li>\u003Cli>Social studio (Social media management)\u003C/li>\u003Cli>Advertising (Align online advertising with your CRM data)\u003C/li>\u003C/ul>\u003Ch3>Salesforce Marketing Cloud pros:\u003C/h3>\u003Cul>\u003Cli>The advanced automation and multi-channel customer engagement capabilities make it ideal for enterprises, as stated by a \u003Ca href=\"https://www.reddit.com/r/salesforce/comments/1fz4hzk/comment/lqz3z6j/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a>\u003C/li>\u003Cli>Salesforce invests heavily in AI-powered features, which benefit users\u003C/li>\u003Cli>The all-in-one marketing feature set is ideal for connecting with new customers\u003C/li>\u003Cli>The features are highly customizable\u003C/li>\u003C/ul>\u003Ch3>Salesforce Marketing Cloud cons:\u003C/h3>\u003Cul>\u003Cli>The customizable features come with a learning curve\u003C/li>\u003Cli>The high price is a barrier to entry for smaller companies, a \u003Ca href=\"https://www.g2.com/products/salesforce-marketing-cloud-account-engagement/reviews/salesforce-marketing-cloud-account-engagement-review-10848464\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> says\u003C/li>\u003C/ul>\u003Ch3>Salesforce Marketing Cloud reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“UI and quality of life suck. Not intuitive at all. But it is still the best in the business. It's so customizable if you know what you are doing.”\u003C/i> (\u003Ca href=\"https://www.reddit.com/r/salesforce/comments/10ecwb0/comment/j4q43kp/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“The platform is packed with features, but that also means a steep learning curve and a complex setup process.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/salesforce-marketing-cloud-account-engagement/reviews/salesforce-marketing-cloud-account-engagement-review-10862147\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>Salesforce Marketing Cloud pricing:\u003C/h3>\u003Cp>Salesforce Marketing Cloud offers mainly three pricing plans:\u003C/p>\u003Cul>\u003Cli>Starter Suite: $25/month/user for email marketing\u003C/li>\u003Cli>Marketing Cloud Growth Edition $1,500/month/user for multi-channel journeys\u003C/li>\u003Cli>Marketing Cloud Advanced: $3,250/month/user for strong marketing automation with AI\u003C/li>\u003C/ul>\u003Ch2>7. ActiveCampaign - Best for Automated Customer Journeys\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=TMO6IPfRT2k\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/TMO6IPfRT2k\" 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>With ActiveCampaign’s built-in data collection tools and its 900+ integrations, you can track your customers’ actions and create more personalized marketing campaigns.\u003C/p>\u003Cp>With customer interactions, such as visiting a website or signing up for an email list, you can trigger automated omnichannel campaigns.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Active_Campaign_CRM_55f372c2be.webp\" alt=\"Activecampaign CRM - CRM interface showing deal stages: To Contact, In Contact With, and Follow Up.\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Drag-and-drop email editor\u003C/li>\u003Cli>Audience management\u003C/li>\u003Cli>Customer segmentation\u003C/li>\u003Cli>Marketing automation\u003C/li>\u003Cli>SMS & Email marketing\u003C/li>\u003Cli>Content creation\u003C/li>\u003Cli>CRM\u003C/li>\u003C/ul>\u003Ch3>ActiveCampaign pros:\u003C/h3>\u003Cul>\u003Cli>Extensive third-party integrations, which a \u003Ca href=\"https://www.capterra.com/p/79367/ActiveCampaign/reviews/Capterra___6579310/\" target=\"_blank\" rel=\"noopener noreferrer\">Capterra user\u003C/a> liked\u003C/li>\u003Cli>The available data helps improve messaging for your marketing campaigns\u003C/li>\u003Cli>Free account migration\u003C/li>\u003Cli>Thorough reporting\u003C/li>\u003C/ul>\u003Ch3>ActiveCampaign cons:\u003C/h3>\u003Cul>\u003Cli>According to \u003Ca href=\"https://kadavy.net/blog/posts/activecampaign-review-2025/\" target=\"_blank\" rel=\"noopener noreferrer\">a long-time customer\u003C/a> of ActiveCampaign, Kit (a competitor) has a more responsive customer support team\u003C/li>\u003Cli>Due to it’s advanced features, getting comfortable with ActiveCampaign can take a long time\u003C/li>\u003C/ul>\u003Ch3>ActiveCampaign reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“ActiveCampaign goes beyond basic email marketing. It's a powerful automation platform that helps us nurture leads, build customer relationships, and drive sales.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/79367/ActiveCampaign/reviews/Capterra___6593967/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“It's powerful but may be not fit for everyone. Its limited landing page builder is the feature I liked least”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/79367/ActiveCampaign/reviews/Capterra___6243850/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>ActiveCampaign pricing:\u003C/h3>\u003Cp>ActiveCampaign pricing is based on the amount of contacts you manage.\u003C/p>\u003Cp>It offers four pricing plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Starter: \u003C/strong>From $15/month for 1000 contacts\u003C/li>\u003Cli>\u003Cstrong>Plus:\u003C/strong> From $49/month for 1000 contacts\u003C/li>\u003Cli>\u003Cstrong>Pro:\u003C/strong> From $79/month for 1000 contacts\u003C/li>\u003Cli>\u003Cstrong>Enterprise:\u003C/strong> From $145/month for 1000 contacts\u003C/li>\u003C/ul>\u003Ch2>8. Brevo - Best for SMS, Email & WhatsApp Marketing\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=0m_QTzn4xs8\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/0m_QTzn4xs8\" 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>Brevo is an all-in-one email, WhatsApp marketing, SMS, sales, and CRM solution. With it, you can sync customer data from third-party tools, APIs, or FTP, which can then be used to create data-driven marketing campaigns.\u003C/p>\u003Cp>Compared to ActiveCampaign (covered above), Brevo is more aimed towards small businesses with more simple features and affordable pricing.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Brevo_data_feed_b180ac36d7.gif\" alt=\"Brevo Data Feed - Email builder interface with blocks, sections, and yoga image.\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>Marketing automation for email and SMS\u003C/li>\u003Cli>Sales pipeline management\u003C/li>\u003Cli>AI assistant for email\u003C/li>\u003Cli>Segmentation and personalization\u003C/li>\u003Cli>Multichannel campaigns\u003C/li>\u003Cli>A/B testing and campaign performance reports\u003C/li>\u003C/ul>\u003Ch3>Brevo pros:\u003C/h3>\u003Cul>\u003Cli>Unlike ActiveCampaign, Brevo charges per-emails sent, which many \u003Ca href=\"https://www.g2.com/products/brevo-marketing-platform/reviews/brevo-marketing-platform-review-10854604\" target=\"_blank\" rel=\"noopener noreferrer\">G2 users\u003C/a> appreciate\u003C/li>\u003Cli>A fair free plan with the ability to send 300 emails per day, which is beneficial for small business owners\u003C/li>\u003Cli>Brevo’s loyalty program tool helps create loyal customers\u003C/li>\u003C/ul>\u003Ch3>Brevo cons:\u003C/h3>\u003Cul>\u003Cli>Setting up advanced automations comes with a learning curve, as \u003Ca href=\"https://www.g2.com/products/brevo-marketing-platform/reviews/brevo-marketing-platform-review-10656392\" target=\"_blank\" rel=\"noopener noreferrer\">reported by customers\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.reddit.com/r/DigitalMarketing/comments/1d5umi8/comment/ly6hk3b/\" target=\"_blank\" rel=\"noopener noreferrer\">Users on Reddit report\u003C/a> poor customer service\u003C/li>\u003C/ul>\u003Ch3>Brevo reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“Before, I struggled with finding an email service that could handle my growing list without breaking the bank or getting overly complicated. But Brevo hit the sweet spot for me.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/brevo-marketing-platform/reviews/brevo-marketing-platform-review-10646801\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Brevo is quite good. I've been using it for years now. I like the fact they are continually improving and adding features.”\u003C/i> (\u003Ca href=\"https://www.reddit.com/r/DigitalMarketing/comments/1d5umi8/comment/l6s0kuj/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>Brevo pricing:\u003C/h3>\u003Cp>Brevo offers different pricing plans for their marketing, conversations, sales, and customer data platforms.\u003C/p>\u003Cp>The pricing plans for the marketing platform are:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free:\u003C/strong> $0/month for 300 emails/day\u003C/li>\u003Cli>\u003Cstrong>Starter:\u003C/strong> $9/month for 5,000 emails/month\u003C/li>\u003Cli>\u003Cstrong>Business: \u003C/strong>$18/month for 5,000 emails/month\u003C/li>\u003Cli>\u003Cstrong>Enterprise:\u003C/strong> Based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>\u003Cspan style=\"color:#000000;\">9. Mailtrap - Email Sending and Email Testing Service\u003C/span>\u003C/h2>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=WJo3EyPOqNI&t=11s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/WJo3EyPOqNI?start=11\" 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://mailtrap.io/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Mailtrap is an email delivery platform\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> that addresses all email-related needs in one place, including email testing, sending transactional and marketing emails, and providing in-depth tracking to monitor and optimize email infrastructure performance.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Regardless of the plan you choose, Mailtrap’s team of tech experts will help you with migration from mentioned above email marketing platforms or with any other issue you might be facing with a guaranteed response time.\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Mailtrap_d9b930275b.png\" alt=\"Mailtrap - Mailtrap dashboard with email stats, including delivered, open rate, click rate, and bounce rate.\">\u003C/p>\u003Ch3>\u003Cspan style=\"color:#434343;\">Key features:\u003C/span>\u003C/h3>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Ready-to-use integrations\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Automatic email authentication \u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Separate Bulk Stream\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Detailed analytics\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Drag-and-drop email editor\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Email testing\u003C/span>\u003C/li>\u003C/ul>\u003Ch3>\u003Cspan style=\"color:#434343;\">Mailtrap pros:\u003C/span>\u003C/h3>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">The setup is remarkably straightforward. It has the best support, according to \u003C/span>\u003Ca href=\"https://www.g2.com/products/mailtrap/reviews/mailtrap-review-11314226\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>G2 review. \u003C/u>\u003C/span>\u003C/a>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Mailtrap's API-first approach for sending transactional emails, onboarding sequences, or system alerts is unmatched. The integration is straightforward with clear, well-documented endpoints.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Detailed analytics and delivery insights\u003C/span>\u003C/li>\u003C/ul>\u003Ch3>\u003Cspan style=\"color:#434343;\">Mailtrap cons:\u003C/span>\u003C/h3>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Every sending plan provides a possibility to test emails before sending. However, it is limited to 100 email tests per month, which is not enough for some \u003C/span>\u003Ca href=\"https://www.g2.com/products/mailtrap/reviews/mailtrap-review-10985306\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>G2 users\u003C/u>\u003C/span>\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://www.g2.com/products/mailtrap/reviews/mailtrap-review-8426604\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Certain users \u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\">may struggle with price range, especially for email testing purposes. \u003C/span>\u003C/li>\u003C/ul>\u003Ch3>\u003Cspan style=\"color:#434343;\">Mailtrap reviews from real users:\u003C/span>\u003C/h3>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Ci>“Mailtrap has literally transformed the way we handle emails. Its user-friendly interface, combined with detailed feedback, helps us refine the approach and ensure that we send out the best emails possible. The insights we receive from the analytics dashboard help us to feel more in control of the email infrastructure.” \u003C/i>(\u003C/span>\u003Ca href=\"https://www.capterra.com/p/210463/Mailtrap/#Capterra___4964115\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Source\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\">)\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Ci>“When we first found Mailtrap, we thought the integration would be a hassle and require a lot of dev resources. However, it turned out to be super easy. And since sending our first email, we’ve never had any deliverability issues.” \u003C/i>(\u003C/span>\u003Ca href=\"https://www.capterra.com/p/210463/Mailtrap/#Capterra___5082582\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Source\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\">)\u003C/span>\u003C/p>\u003Ch3>\u003Cspan style=\"color:#434343;\">Mailtrap pricing:\u003C/span>\u003C/h3>\u003Cp>\u003Cspan style=\"color:#000000;\">Mailtrap offers different plans for sending and testing email purposes. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">The pricing plans for the sending platform are: \u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Free: $0/month for 200 emails/day\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Starter: $15/month for 10,000 emails/month\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Business: $85/month for 1000,000 emails/month\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Enterprise: $750/month for 1,5M emails/month\u003C/span>\u003C/li>\u003C/ul>","2025-03-24T10:16:56.798Z","2025-07-02T11:37:17.657Z","2025-03-24T10:17:32.654Z","2025-03-24",{"id":489,"title":490,"slug":491,"summary":492,"body":493,"read_time":270,"createdAt":494,"updatedAt":495,"publishedAt":496,"errors":31,"table_of_contents":32,"dateReorder":497},2264,"Supermetrics Pricing in 2025: What You’re Really Paying For","supermetrics-pricing","\u003Cp>Supermetrics is a powerful tool for data integration, but its pricing model is complex and varies by destination. \u003C/p>\u003Cp>This guide breaks down each pricing tier, helps you find the right plan, and explores cost-effective alternatives.\u003Cbr> \u003C/p>","\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/what-is-supermetrics\">Supermetrics\u003C/a> acts as the “middleman” of data. It pulls data from platforms like Facebook and Google Analytics 4 and passes it to third-party tools like \u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-review\">Looker Studio\u003C/a>.\u003C/p>\u003Cp>Its pricing is based on pay-per-destination—and different add-on fees (such as extra data sources) 2x the total cost. This is a big concern for agencies that need predictable, stable costs to stay profitable. \u003C/p>\u003Cp>So, I’ve put together this guide to help you better understand Supermetrics pricing and judge whether it’s the right fit for you. \u003C/p>\u003Cp>Here, you’ll find:\u003C/p>\u003Cul>\u003Cli>The different Supermetrics plans & pricing structures explained\u003C/li>\u003Cli>My thoughts on Supermetrics' add-on costs & hidden fees\u003C/li>\u003Cli>Supermetrics pricing compared to its competitors\u003C/li>\u003C/ul>\u003Ch2>Supermetrics Pricing Explained (Structure & Factors)\u003C/h2>\u003Cp>The basic concept you need to know is that Supermetrics pricing depends on the data destination you want to move your data to (e.g. Looker Studio and Google Sheets).\u003C/p>\u003Cp>So, for example, if you want to move data to both Looker Studio and \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a>, you pay for separate plans for each. \u003C/p>\u003Cp>Supermetrics standard pricing plans range from $37 to $499/month per data destination. For reference, here is Supermetrics’ pricing for Looker Studio:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_pricing_breakdown_638003ee93.png\" alt=\"Supermetrics Pricing Breakdown - Pricing table with four plans: Starter, Growth, Pro, and Business.\">Each plan contains a set number of data sources, users, accounts, and data refreshes. If you exceed your plan limits (which can happen quite easily), you’ll need to pay extra: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data destinations:\u003C/strong> Each additional data destination costs a minimum of $187/month.\u003C/li>\u003Cli>\u003Cstrong>Users: \u003C/strong>The cost for each new user account is between $37 and $124/month for the standard plans.\u003C/li>\u003Cli>\u003Cstrong>Data sources:\u003C/strong> Data sources refer to the platforms from which you pull data (e.g., Facebook ads). Each additional data source costs $37/month.\u003C/li>\u003Cli>\u003Cstrong>Ad accounts:\u003C/strong> If you need to pull data from additional ad accounts, there is an extra cost of $13/month per ad account involved.\u003C/li>\u003Cli>\u003Cstrong>Supermetrics Charts:\u003C/strong> To extend Looker Studio’s visualization capabilities, a Charts add-on is available starting from $124/month. \u003C/li>\u003C/ul>\u003Cp>Supermetrics' key selling point is that there are no data volume fees.  This means you're not charged based on how much data you move but based on how many destinations you transfer data to.\u003C/p>\u003Cp>Even so, I find it hard to deny that the many add-ons and separate plans for each data destination can drive up the price substantially.\u003C/p>\u003Cp>In fact, the biggest “con” of Supermetrics on G2.com is that it’s expensive. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_reviews_Expensive_e0c7909341.png\" alt=\"Supermetrics Reviews - List of cons with \">\u003Cbr>This Capterra review also summarizes the general sentiment around pricing perfectly: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_review_expensive_2_df7d5eef03.png\" alt=\"Supermetrics Review - Text describing the cons of Supermetrics.\">But what’s more concerning is, Supermetrics’ connectors break often, and you’ll need to either:\u003C/p>\u003Col>\u003Cli>Waste time manually reconnecting the data sources \u003C/li>\u003Cli>Contact their customer support team and wait for the issues to be fixed\u003C/li>\u003C/ol>\u003Cp>This is what we hear most from our customers who previously used Supermetrics and Looker Studio, and what we see on \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-8832727\" target=\"_blank\" rel=\"noopener noreferrer\">G2 reviews\u003C/a> as well:\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_review_connection_issues_c700b04c5f.png\" alt=\"Supermetrics review - connection issues.png\">In fact, connector issues are so common that it’s the second-biggest con of Supermetrics:\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_reveiw_connection_issues_2_d5aaa86d8e.png\" alt=\"Supermetrics Review - A list of cons about a product or service, showing issues and counts.\">This is a huge deal-breaker for most agencies because when connectors break, the data on your reports becomes inaccurate, and clients lose trust in them. \u003C/p>\u003Cp>The unpredictable pricing and connection issues are the biggest reasons why agencies and teams are looking for \u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-competitors-and-alternatives\">Supermetrics alternatives\u003C/a> that are stable, seamless, and offer more bang for your buck. \u003C/p>\u003Cp>But before we get ahead of ourselves, let's look at the different pricing plans available on Supermetrics.\u003C/p>\u003Ch2>Supermetrics Pricing Breakdown\u003C/h2>\u003Cp>In total, Supermetrics offers 15 pricing packages, 4 of which are publicly listed and 11 of which are based on a custom quotation.\u003C/p>\u003Cp>You can pay monthly or annually, and you'll receive a 20% discount if you pay annually.\u003C/p>\u003Cp>Each data destination comes with a different pricing package, so I've explained all of them below in simple overview tables.\u003C/p>\u003Ch3>Supermetrics Pricing with Google Sheets\u003C/h3>\u003Cp>Supermetrics lets you pull data from different sources into Google Sheets. The pricing plans for it start at $37/month and go up to $499/month.\u003C/p>\u003Cp>Below is an overview table for all of the Supermetrics pricing plans for Google Sheets:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing plan\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Users\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Accounts\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data sources\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data refresh\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Starter\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">1 user\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Weekly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Growth\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$199/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">2 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Daily\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pro\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$499/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Hourly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Business\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom user limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom account limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Select from all data sources\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">On-demand\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Outside of the basic plans, Supermetrics also offers a Business plan, which is priced on a custom quote basis.\u003C/p>\u003Ch3>Supermetrics Pricing with Looker Studio\u003C/h3>\u003Cp>Supermetrics standard pricing plans for Looker Studio range from $37 to $499/month.\u003C/p>\u003Cp>For a summary of each plan, see my overview table below:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing plan\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Users\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Accounts\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data sources\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data refresh\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Starter\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">1 user\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Weekly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Growth\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$199/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">2 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Daily\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pro\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$499/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Hourly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Business\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom user limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom account limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Select from all data sources\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">On-demand\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>\u003Cbr>Supermetrics Pricing with Power BI\u003C/h3>\u003Cp>Supermetrics offers three standard pricing plans for Power BI, ranging from $37/month to $499/month. The Business plan is based on a custom quotation.\u003C/p>\u003Cp>Here is what each plan involves:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing plan\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Users\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Accounts\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data sources\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data refresh\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Starter\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">1 user\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Weekly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Growth\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$199/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">2 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Daily\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pro\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$499/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Hourly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Business\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom user limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom account limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Select from all data sources\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">On-demand\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Supermetrics Pricing with Microsoft Excel\u003C/h3>\u003Cp>Like for the other plans, Supermetrics pricing for Microsoft Excel ranges from $37 to $499/month for the standard plans.\u003C/p>\u003Cp>Each plan includes the following:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing plan\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Users\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Accounts\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data sources\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data refresh\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Starter\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">1 user\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Weekly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Growth\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$199/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">2 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Daily\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pro\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$499/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3 users\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 accounts\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10 data sources of your choice\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Hourly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Business\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom user limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom account limit\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Select from all data sources\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">On-demand\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Supermetrics Add-Ons Pricing\u003C/h3>\u003Cp>For an additional cost, Supermetrics lets you add extra seats, data sources, ad accounts, and destinations for their pricing plans.\u003C/p>\u003Cp>The add-on prices are as follows:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing plan add-ons\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Destinations\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Users\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data sources\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Ad accounts\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Supermetrics Charts\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Starter\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Not available\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month for each new user\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month for each extra data source\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$13/month for each extra ad account\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Not available\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Growth\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$187/month for each extra destination\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$124/month for each new user\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month for each extra data source\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$13/month for each extra ad account\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$124/month\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pro\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$187/month for each extra destination\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$124/month for each new user\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$37/month for each extra data source\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$13/month for each extra ad account\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$124/month\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Business\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Each plan has a limit on the number of add-ons you can add. \u003C/p>\u003Cp>For example, the Starter plan lets you add three extra users, the Growth plan lets you add five extra users, and the Pro plan lets you add five extra users.\u003C/p>\u003Ch3>Supermetrics API Pricing\u003C/h3>\u003Cp>Supermetrics API lets you pull data from third-party platforms like Shopify and HubSpot. Supermetrics offers separate pricing for its API, and you must contact its sales team for a custom plan. There is no public information on the pricing or what it includes.\u003C/p>\u003Ch3>Supermetrics Pricing with Other Data Sources\u003C/h3>\u003Cp>In addition to the above pricing packages, Supermetrics integrates with 10 other data sources, but the prices are based on a custom quotation:\u003C/p>\u003Cul>\u003Cli>Google BigQuery\u003C/li>\u003Cli>Azure Synapse \u003C/li>\u003Cli>Azure Storage\u003C/li>\u003Cli>Google Cloud StorageAmazon Redshift \u003C/li>\u003Cli>Amazon S3\u003C/li>\u003Cli>Snowflake\u003C/li>\u003Cli>Google AlloyDB\u003C/li>\u003Cli>Azure SQL Database\u003C/li>\u003Cli>SFTP\u003C/li>\u003C/ul>\u003Ch2>Hidden Costs & Pricing Considerations\u003C/h2>\u003Cp>Supermetrics charges based on data destinations, number of users and ad accounts, and API refresh rates.\u003C/p>\u003Cp>With so many variables, it’s no surprise that many users find Supermetrics’ pricing complex and expensive. And I completely get that.\u003C/p>\u003Cp>The price rises exponentially as you add more users and sources, which is a common complaint among customers. \u003C/p>\u003Cp>One \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-8695138\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> put it this way, \u003Ci>“The price… pretty sure that is the one common denominator with everyone using or having used Supermetrics.”\u003C/i>\u003Cbr>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_review_pricing_971db5f7a4.png\" alt=\"Supermetrics Review - Question about what someone dislikes about Supermetrics, mentioning the price.\">For example, the Starter plan only includes one user seat and the price doubles for one additional seat. \u003C/p>\u003Cp>Then, for every additional data source, you'll pay $37 per month. When you start adding up other Supermetrics costs, such as add-ons, it becomes clear that it isn't affordable.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_pricing_plans_811fbbfb43.png\" alt=\"Supermetrics Pricing Plans - Pricing table with four plans: Starter, Growth, Pro, and Business.\">Many users are also forced to upgrade to more expensive plans because the data refreshes only once every week or day in the Starter and Growth plans:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_pricing_plan_automated_data_refresh_068e8e5c15.png\" alt=\"Supermetrics pricing plan automated data refresh - Pricing plans comparison table with weekly, daily, hourly, and on-demand options.\">\u003Cbr>For agencies that rely on \u003Ca href=\"https://whatagraph.com/blog/articles/benefits-of-real-time-reporting\">real-time data\u003C/a>, the lack of it is a significant drawback—especially because alternatives like Whatagraph guarantee a 30-minute data refresh rate.\u003C/p>\u003Cp>Another complaint from customers is Supermetrics’ price increases. One \u003Ca href=\"https://www.reddit.com/r/PPC/comments/ulqevd/good_supermetrics_alternative_on_agency_level\" target=\"_blank\" rel=\"noopener noreferrer\">agency owner on Reddit\u003C/a> mentioned that their subscription cost doubled during their use:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_alternative_on_Reddit_d547c11121.png\" alt=\"Supermetrics Alternative On Reddit - A screenshot of a Reddit post asking for Supermetrics alternatives.\">As an agency owner, you'll want a platform you know you can rely on years from now— and 100% price increases won't help with that.\u003C/p>\u003Ch2>Which Supermetrics Plan Is Best for You?\u003C/h2>\u003Cp>Now that I’ve explained Supermetrics’ pricing plans, the question is:\u003C/p>\u003Cp>\u003Ci>Which one should you choose (or is there an alternative with clearer pricing)? \u003C/i>\u003C/p>\u003Cp>If you choose Supermetrics, here’s what I recommend:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Starter plan - starts from $37/month: \u003C/strong>Best for small agencies looking to get started with data consolidation. \u003C/li>\u003Cli>\u003Cstrong>Growth plan - starts from $199/month:\u003C/strong> Best for mid-size teams that require more data and automation.\u003C/li>\u003Cli>\u003Cstrong>Pro plan - starts from $499/month:\u003C/strong> Best for mid-size teams and small enterprises that need hourly data refreshes and better integrations.\u003C/li>\u003Cli>\u003Cstrong>Business plan - based on a custom quotation:\u003C/strong> Best for enterprises requiring unlimited data sources and team collaboration features.\u003C/li>\u003C/ul>\u003Cp>For the most part, if you only need raw data connectors, Supermetrics can be a good choice.\u003C/p>\u003Cp>But if you need more than just data consolidation (like data visualization and reporting), Supermetrics is not the best solution.\u003C/p>\u003Cp>Supermetrics doesn’t have its own \u003Ca href=\"https://whatagraph.com/blog/articles/data-visualization-tools\">data visualization dashboard,\u003C/a> so you have to use an external tool like Looker Studio to visualize data – and this is where connectors break and reports become unreliable.\u003C/p>\u003Cp>If you need data connections, visualizations, and transfers, an all-in-one marketing intelligence platform like \u003Ca href=\"https://whatagraph.com\">Whatagraph\u003C/a> is a better investment. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/instant_Insights_e29e2fbb16.png\" alt=\"Instant Insights - Dashboard view showing report sources and campaign results metrics.\">\u003C/p>\u003Cp>With Whatagraph’s all-in-one platform, you simply \u003Ca href=\"https://whatagraph.com/integrations\">connect all your channels\u003C/a> and can start visualizing data right away—no extra tools needed.\u003C/p>\u003Cp>This means:\u003C/p>\u003Cp>✅ There are no connection issues. Your data flows in seamlessly from your source platform (e.g. Google Ads) to Whatagraph. \u003C/p>\u003Cp>✅ Your data is safe, secure, and organized on one platform.\u003C/p>\u003Cp>✅ You don’t need to jump from one marketing platform to another.\u003C/p>\u003Cp>✅ You don’t need to bother your accounting team with different invoices—just one invoice and done. \u003C/p>\u003Ch2>Supermetrics vs. Whatagraph Pricing\u003C/h2>\u003Cp>While Supermetrics offers pay-per-destination pricing with different add-on costs, Whatagraph offers transparent, all-in-one pricing based on the number of source credits.\u003C/p>\u003Cp>You can use the source credits to connect data sources, send data to warehouses, and blend cross-channel data together. \u003C/p>\u003Cp>Whatagraph’s fixed pricing model means agencies know exactly what they’re paying for. The pricing includes:\u003C/p>\u003Cul>\u003Cli>ALL integrations and channels (55+)\u003C/li>\u003Cli>30-minute consistent data refresh rate\u003C/li>\u003Cli>Unlimited team members and reports\u003C/li>\u003Cli>A dedicated customer success manager\u003C/li>\u003Cli>Instant, human live chat that operates 18/5\u003C/li>\u003Cli>100+ marketing report templates\u003C/li>\u003C/ul>\u003Cp>For more differences between Supermetrics and Whatagraph pricing, see the below overview table:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Supermetrics\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Whatagraph\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Pricing Model\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Pay per destination\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Fixed, all-in-one pricing\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Ease of Use\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Requires setup & API\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Plug-and-play, easy setup\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data Visualization\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">No built-in dashboards\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Fully customizable reports\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>White-Labeling\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">No\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Yes, with client branding\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Integrations\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">100+\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">55+ but fully managed (we're also adding new integrations every month)\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>If you want a data transfer and reporting tool with fully transparent pricing, we suggest \u003Ca href=\"https://whatagraph.com/alternatives/supermetrics\">switching from Supermetrics to Whatagraph\u003C/a>.\u003C/p>\u003Ch2>Final Verdict – Is Supermetrics Worth It?\u003C/h2>\u003Cp>So, is Supermetrics worth the money?\u003C/p>\u003Cp>My opinion is if you’re a small team using Supermetrics just to gather data and ship it to platforms like Looker Studio, the pricing plans can be worth it.\u003C/p>\u003Cp>If you’re looking to do anything more than that, such as creating reports, Supermetrics is not the best fit. The platform lacks tools for creating white-label reports and does not support exporting, such as sharing links or downloading PDFs.\u003C/p>\u003Cp>This means you would need to use a third-party data visualization tool along with Supermetrics to collect and report on your data fully. And then, we’ve seen that Supermetrics’ connectors break frequently when shipping your data to a reporting tool like Looker Studio.\u003C/p>\u003Cp>Alternatively, you can select Whatagraph’s all-in-one marketing data platform from the get-go. Whatagraph makes it incredibly easy to collect, visualize, monitor, and report on your marketing data.\u003C/p>\u003Cp>Unlike Supermetrics, Whatagraph covers the entire data journey on one platform—from data connections and transformations to visualizations and data transfers.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Reach out to us\u003C/a> for a pricing plan and product walkthrough, designed just for you.\u003C/p>","2023-03-06T15:24:43.820Z","2025-05-20T16:57:21.960Z","2023-03-06T15:41:49.715Z","2025-03-27",{"id":499,"title":500,"slug":501,"summary":502,"body":503,"read_time":270,"createdAt":504,"updatedAt":505,"publishedAt":506,"errors":31,"table_of_contents":32,"dateReorder":507},2350,"How to Create Google Ads Reports for Clients + Examples","google-ads-reports-for-clients","\u003Cp>\u003Cspan style=\"color:#000000;\">Google Ads reports for clients shouldn’t feel like a pain to create—or to read. Yet, agencies spend hours crafting them, only for clients to have trouble understanding them.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">To help you create Google Ads reports your clients will love (and can rely on), I've created this guide.\u003C/span>\u003C/p>","\u003Cp>If you’re a marketing specialist or an agency leader, you probably want to create Google Ads reports that:\u003C/p>\u003Cp>✅ \u003Cstrong>Show real business impact\u003C/strong>, without forcing clients to dig for insights\u003C/p>\u003Cp>\u003Cstrong>✅ Have clear visuals,\u003C/strong> so clients have an easy time understanding the ROI\u003C/p>\u003Cp>✅ \u003Cstrong>Rely on real-time data,\u003C/strong> so that connectors won't fail\u003C/p>\u003Cp>✅ \u003Cstrong>Save you time\u003C/strong>, while keeping clients informed\u003C/p>\u003Cp>If you’re looking for all the above, you’re in for a treat. Below, I’ve shared the exact steps for creating effective Google Ads reports—without spending hours on them.\u003C/p>\u003Ch2>How to Create Google Ads Reports for Clients: 3 Tips from Agency Leaders\u003C/h2>\u003Cp>Before I wrote this article, our team asked marketing agency leaders for tips on creating effective Google Ads reports.\u003C/p>\u003Cp>We spoke to three agency experts:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/stephensamueln\" target=\"_blank\" rel=\"noopener noreferrer\">Stephen Samuel\u003C/a>, CEO & Founder of \u003Ca href=\"https://nexfusion.co.uk\" target=\"_blank\" rel=\"noopener noreferrer\">NexFusion\u003C/a> (digital marketing automation agency)\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/chriscoussons\" target=\"_blank\" rel=\"noopener noreferrer\">Chris Coussons\u003C/a>, CEO & founder of \u003Ca href=\"https://visionary-marketing.co.uk/service/google-ads-agency/\" target=\"_blank\" rel=\"noopener noreferrer\">Visionary Marketing\u003C/a> (Google Ads agency)\u003C/li>\u003Cli>\u003Ca href=\"https://www.linkedin.com/in/antonkovalchuk\" target=\"_blank\" rel=\"noopener noreferrer\">Anton Kovalchuk\u003C/a>, Founder of \u003Ca href=\"https://qliqqliq.com\" target=\"_blank\" rel=\"noopener noreferrer\">QliqQliq\u003C/a> (digital marketing agency)\u003C/li>\u003C/ul>\u003Cp>Their responses were loud and clear. This is what they said:\u003C/p>\u003Ch3>Tip 1: Avoid Information Overload\u003C/h3>\u003Cp>Clients don’t need 20+ pages of data—they want insights that matter.\u003C/p>\u003Cp>Like Stephen Samuel, the founder of NexFusion says, \u003Ci>“The biggest mistake is dumping a spreadsheet of metrics with no context.”\u003C/i>\u003C/p>\u003Cp>Stephen recommends creating a one-page executive summary with three clear sections:\u003C/p>\u003Cul>\u003Cli>What is working\u003C/li>\u003Cli>What needs improvement\u003C/li>\u003Cli>The action plan for the next month. \u003C/li>\u003C/ul>\u003Cp>\u003Ci>\"This keeps the report digestible and helps clients make informed decisions quickly,” he continues.\u003C/i>\u003C/p>\u003Cp>Chris Coussons from Visionary Marketing prioritizes key takeaways upfront, such as conversion and cost-per-lead changes.\u003C/p>\u003Cp>\u003Ci>“Then, for clients who like the details, we include a deeper breakdown,”\u003C/i> he adds.\u003C/p>\u003Ch3>Tip 2: Focus On Metrics That Matter\u003C/h3>\u003Cp>The temptation to track everything is real, but it can lead to confusion for clients.\u003C/p>\u003Cp>Anton Kovalchuk, the Founder of QliqQliq, recommends focusing on four key metrics on your Google Adwords reports for clients:\u003C/p>\u003Cul>\u003Cli>Conversions\u003C/li>\u003Cli>Cost per acquisition (CPA)\u003C/li>\u003Cli>Return on ad spend (ROAS)\u003C/li>\u003Cli>Click-through rate (CTR)\u003C/li>\u003C/ul>\u003Cp>These are the key \u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">agency metrics and KPIs\u003C/a> that other agency experts also recommended focusing on.\u003C/p>\u003Cp>To this, Chris Coussons added a key metric that has helped them:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>One overlooked metric that’s been a game-changer for us is first-click vs. last-click conversions. It helps clients see the bigger picture of how their ads contribute across the funnel, rather than just giving credit to the last interaction.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Tip 3: Don’t Overlook Automation And AI\u003C/h3>\u003Cp>Experts agree that you should automate parts of Google Ads reporting. \u003C/p>\u003Cp>The main reason is: It can turn your client reporting process from taking hours into minutes.\u003C/p>\u003Cp>Anton Kovalchuk says, \u003Ci>“If I could automate one part of reporting, it would be custom annotations within Looker Studio.”\u003C/i>\u003C/p>\u003Cp>What Anton is referring to is \u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-review\">Looker Studio’s\u003C/a> lack of AI for creating Google Ads campaign insights: \u003Ci>“We still manually add insights and recommendations alongside charts.”\u003C/i>\u003C/p>\u003Cp>This means spending extra time identifying risks, summing up issues, finding trends, etc.\u003C/p>\u003Cp>He then says, \u003Ci>“Real-time suggestions would make reporting even smoother”.\u003C/i>\u003C/p>\u003Cp>While Looker Studio lacks automated insights, Whatagraph solves this through two innovative AI features.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI chatbot. \u003C/strong>You can ask our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo\">AI chatbot\u003C/a> any questions about your data, just like you would ask your personal data expert.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_chatbot_78da31b20a.png\" alt=\"Whatagraph AI chat bot\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI summaries.\u003C/strong> You can use our \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\">AI report summary\u003C/a>\u003Cstrong> \u003C/strong>feature to summarize key points of your campaigns automatically.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_summaries_0092bf3229.png\" alt=\"AI Summaries - AI-generated summary of marketing campaign performance.\">\u003C/p>\u003Cp>If needed, you can edit the AI insights further to give a more personal touch.\u003C/p>\u003Ch2>How to Structure a Google Ads Report for Clients: Step by Step\u003C/h2>\u003Cp>Let’s now look at the main topic — structuring your Google Ads report for clients.\u003C/p>\u003Cp>The six sections of a Google Ads report for clients are:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Executive summary\u003C/strong> — Provide a high-level overview of the most important takeaways.\u003C/li>\u003Cli>\u003Cstrong>Campaign performance overview \u003C/strong>— Share key ad performance metrics that prove the ROI for clients.\u003C/li>\u003Cli>\u003Cstrong>Performance by campaign\u003C/strong> — Dive deeper into each campaign’s performance.\u003C/li>\u003Cli>\u003Cstrong>Conversion\u003C/strong> \u003Cstrong>tracking & funnel performance \u003C/strong>— Break down conversion trends and suggestions based on funnel data.\u003C/li>\u003Cli>\u003Cstrong>Granular analysis \u003C/strong>— Look closer to performance by device, location, keywords, and ad groups.\u003C/li>\u003Cli>\u003Cstrong>Next steps & recommendations \u003C/strong>— Give insights into the key findings and offer clear next steps.\u003C/li>\u003C/ol>\u003Cp>With that said, I’ll explain each step in more detail below.\u003C/p>\u003Ch3>Step 1: Executive Summary\u003C/h3>\u003Cp>An executive summary is the first thing your clients see when opening a Google Adwords client report.\u003C/p>\u003Cp>The main goal in this section? Give your clients a high-level overview of the most important takeaways from the report (without overwhelming them with too much detail).\u003C/p>\u003Cp>\u003Cstrong>How to add this to your Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Use bullet-point format:\u003C/strong> Summarize key metrics (ROAS, CTR, CPC, spend, clicks, etc.) in bullet points.\u003C/li>\u003Cli>\u003Cstrong>Keep it short and easy to digest: \u003C/strong>Give clients the main insights within seconds—without using overly technical language.\u003C/li>\u003Cli>\u003Cstrong>Highlight wins and concerns: \u003C/strong>Don’t just list raw numbers. Frame wins and concerns as actionable insights. Examples include:\u003C/li>\u003C/ul>\u003Cp>✅ \"We spent $49,000 on ads, bringing in 27,000 impressions, 1250 clicks, and 19 conversions.\"\u003C/p>\u003Cp>✅ \"ROAS is just shy of our target at 0.99, but CTR increased from 0.64% to 1.14%, indicating better audience engagement.\"\u003C/p>\u003Cp>❌ Avoid: “The CPC variance between Q1 and Q4 was statistically insignificant.” (Too complex for clients).\u003C/p>\u003Cp>❌ Avoid: “Your ad set’s impression share decreased by 2.4%.” (Okay… but what does that mean for them?)\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_executive_summary_example_9b43c97320.png\" alt=\"Whatagraph Executive Summary - An executive summary of campaign performance metrics.\">\u003C/p>\u003Ch3>Step 2: Campaign Performance Overview\u003C/h3>\u003Cp>Remember the expert tip about focusing on metrics that matter? This is where it becomes relevant. In your campaign performance overview, highlight key metrics that matter to clients, such as impressions, CTR, CPC, etc.\u003C/p>\u003Cp>\u003Cstrong>How to add this to your Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Create a summary table of all campaigns, showing:\u003C/strong>\u003Cul>\u003Cli>Impressions (how many times the ads were seen)\u003C/li>\u003Cli>Clicks (how many people engaged)\u003C/li>\u003Cli>CTR (Click-Through Rate)\u003C/li>\u003Cli>Conversions & Conversion Rate (how many actions were completed)\u003C/li>\u003Cli>Cost per Conversion (efficiency metric)\u003C/li>\u003Cli>Cost per click (CPC)\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_campaign_performance_example_503147f533.png\" alt=\"Non-branded search campaigns performance table in Whatagraph\">\u003C/p>\u003Ch3>Step 3: Performance By Campaign\u003C/h3>\u003Cp>This is where you start comparing the performance on a per-campaign basis.\u003C/p>\u003Cp>Compare the performance of individual campaigns and share what worked well, what didn't work well, and what can be adjusted for future campaigns.\u003C/p>\u003Cp>\u003Cstrong>How to add this to your Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Compare individual campaigns\u003C/strong> \u003Cstrong>with:\u003C/strong>\u003Cul>\u003Cli>Spend vs. budget\u003C/li>\u003Cli>Cost per conversion\u003C/li>\u003Cli>CTR comparison\u003C/li>\u003Cli>Insights for each campaign\u003C/li>\u003C/ul>\u003C/li>\u003Cli>\u003Cstrong>Focus on sharing insights, not just numbers:\u003C/strong> Clients want to know \u003Ci>why\u003C/i> a campaign succeeded or struggled. Examples include:\u003C/li>\u003C/ul>\u003Cp>✅ \"The PPC campaign achieved the lowest cost per conversion ($3.29), outperforming other campaigns despite lower total spend.\"\u003C/p>\u003Cp>✅ \"Campaign B’s high click volume (58 clicks) but low conversion rate suggests we need to refine the landing page experience.\"\u003C/p>\u003Cp>❌ Avoid: “Campaign A had a 2.3% CTR, Campaign B had 4.4% CTR, and Campaign C had 3.6% CTR.” (Too many numbers, no context)\u003C/p>\u003Ch3>Step 4: Conversion Tracking & Funnel Performance\u003C/h3>\u003Cp>Tracking conversions is more than just counting sales—it’s about understanding how users move through the conversion funnel. This section helps pinpoint weak and strong points in your conversion funnel.\u003C/p>\u003Cp>\u003Cstrong>How to add this to your Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Break down the conversion funnel: \u003C/strong>\u003Cul>\u003Cli>Show conversion funnel steps, “Impressions,” → “Clicks,” → “Conversions,” → and “ROAS”\u003C/li>\u003Cli>Identify drop-off points (e.g., high number of clicks but no conversions)\u003C/li>\u003C/ul>\u003C/li>\u003Cli>\u003Cstrong>Suggest optimizations based on funnel data:\u003C/strong> Examples include:\u003C/li>\u003C/ul>\u003Cp>✅ “We saw a 3.87% click-through rate, but only 1.01% of users converted—suggesting a need for landing page improvements.”\u003C/p>\u003Cp>✅ \"Our ROAS is currently 0.99, meaning we’re just breaking even. Optimizing ad spend could increase profitability.\"\u003C/p>\u003Ch3>Step 5: Granular Analysis (Devices, Locations, Keywords, Ad Groups)\u003C/h3>\u003Cp>The granular analysis breaks down performance by different devices, locations, keywords, and ad groups. In my opinion, it’s great for understanding campaign performance at a deeper level and gaining data for making small tweaks.\u003C/p>\u003Cp>\u003Cstrong>How to add this to your Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Show performance by device: \u003C/strong>Compare desktop, mobile, and tablet performance and share which performed the best.\u003C/li>\u003Cli>\u003Cstrong>Show performance by location\u003C/strong>: Identify the cities and countries where ads performed best and worst.\u003C/li>\u003Cli>\u003Cstrong>Show performance by keyword:\u003C/strong> Display which keywords drove the most conversions.\u003C/li>\u003Cli>\u003Cstrong>Show ad group performance:\u003C/strong> See which ad groups contributed most to results.\u003C/li>\u003Cli>\u003Cstrong>Suggest optimizations based on the data: Examples include:\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>✅ \"Mobile had a higher click-through rate (1.30%) but a lower conversion rate (0.87%)—indicating potential issues with mobile site UX.\"\u003C/p>\u003Cp>✅ “The ad group A outperformed B and C in clicks and conversions, indicating we create and scale similar ad creatives.“\u003C/p>\u003Ch3>Step 6: Next Steps & Recommendations\u003C/h3>\u003Cp>This section should tie everything together. Based on all the performance data you’ve gathered, give your clients clear next steps and actionable recommendations.\u003C/p>\u003Cp>\u003Cstrong>How to add this to your Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Summarize top insights and outline clear next actions: \u003C/strong>Help clients clearly understand the current situation and what's to come.\u003C/li>\u003Cli>\u003Cstrong>Prioritize 1-3 key focus areas for improvement\u003C/strong>. For example:\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>1️⃣ Improve Mobile UX:\u003C/strong> High mobile CTR, but conversions are lagging. Test landing page speed and form usability.\u003C/p>\u003Cp>\u003Cstrong>2️⃣ Reallocate Budget:\u003C/strong> Campaign B is underperforming; shift budget to better-performing Campaign C.\u003C/p>\u003Cp>\u003Cstrong>3️⃣ A/B Test Ad Copy:\u003C/strong> Keywords related to discounts are converting well—test more pricing-focused messaging.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Give direct and actionable guidance:\u003C/strong> Clients should know exactly what to do next. Example phrasing:\u003C/li>\u003C/ul>\u003Cp>✅ \"We recommend shifting $5,000 from Campaign B to Campaign C, as C has a higher conversion rate (22.59%) at a lower CPC ($0.77).\"\u003C/p>\u003Cp>✅ \"To boost ROAS, we should test dynamic ad creative to match search intent better.\"\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_recommendations_example_c257a64d0e.png\" alt=\"Whatagraph Recommendations - Recommendations list with ad optimization suggestions.\">\u003C/p>\u003Ch2>3 Great Google Ads Report Examples\u003C/h2>\u003Cp>Interested in actual Google Ads report examples? I’ve shared three different great examples below.\u003C/p>\u003Cp>\u003Ci>Note: These are \u003C/i>\u003Ca href=\"https://whatagraph.com/templates\">\u003Ci>marketing report templates from Whatagraph\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Ch3>Example 1: \u003Ca href=\"https://reports.live/shared/KGoXvwa9aqjwk1rW\">PPC Report for Clients\u003C/a>\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_PPC_report_example_fa4b74a4c5.png\" alt=\"Whatagraph PPC Report Example - Marketing report with charts and data tables.\">\u003C/p>\u003Cp>\u003Cstrong>What makes this a great Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Tabs for easy cross-channel reporting:\u003C/strong> I love how easy it is to switch between the different tabs for Google Ads, Meta Ads, etc. Each tab shows an overview of what’s working (and what needs improvements). \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_cross_platform_tab_example_c079c94cb2.png\" alt=\"Whatagraph Cross Platform Tab Example - PPC example showing Google Ads, Meta Ads, and LinkedIn Ads options.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Customizable icons and images: \u003C/strong>The report's icons and images give it a unique visual appeal. Whatagraph users can choose icons from our icon library (or upload their own icons).\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_customizable_icons_example_c0fc56614c.png\" alt=\"Whatagraph Customizable Icons Example - Four boxes with icons and text showing impressions, clicks, and sales made.\">\u003C/figure>\u003Cul>\u003Cli>\u003Cstrong>Best-performing ads:\u003C/strong> The \"Best-performing search ads” section shows the top-performing ads, which I think is great for giving clients a quick overview of what's working.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Best_performing_search_ads_9fcd54e9a3.png\" alt=\"Best Performing Search Ads - Three ads showing drink and gift images, plus performance data.\">\u003C/p>\u003Ch3>Example 2: \u003Ca href=\"https://live.whatagraph.com/shared-template/G42mbAV8ZjDaxE54BzKNM6qWOP0vB9Ql\">Google Ads Overview Report\u003C/a>\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/google_ads_report_example_2_24a7fa1ee3.png\" alt=\"Google Ads Report Example - A Google Ads report showing performance overview of several campaigns.\">\u003C/p>\u003Cp>\u003Cstrong>What makes this a great Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Customizable header image:\u003C/strong> I personally love how the report lets you add your own cover image to make it more personalized on a client-to-client basis.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_cover_image_example_31de481101.png\" alt=\"Whatagraph Cover Image Example - Text overlay on a white background with light blue shapes.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Text widgets:\u003C/strong> With the text widgets, I can easily summarize campaign performance (and include more specific details about different parts). Plus, the AI Report Summaries feature makes it extremely easy to fill.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_text_widget_example_492eae1b95.png\" alt=\"Rolling Google Ads Overview Report Template - Text widget with tips on inserting insights and using text formatting.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Conclusions and actions: \u003C/strong>I find this section great for summarizing Google Ads performance and describing the next steps. I can do this through bullet points, which are easy for clients to understand.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_conclusions_section_example_464e35a2dc.png\" alt=\"Whatagraph Conclusions Section Example - A split-screen graphic with a dark blue header stating \">\u003C/p>\u003Ch3>Example 3: \u003Ca href=\"https://reports.live/shared/9XxjJwdlyqXwkpNZ\">Google Ads Reports for Clients\u003C/a>\u003C/h3>\u003Cp>Here's a more comprehensive example for Google Ads:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/google_ads_report_example_3_c58cb28dd7.png\" alt=\"Google Ads Report Example - A dashboard featuring graphs, charts, and data visualizations.\">\u003C/p>\u003Cp>\u003Cstrong>What makes this a great Google Ads report:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Wins and recommendations right at the top:\u003C/strong> This section cuts the fluff and goes right to the point, which I really like. Clients can quickly see what works and what needs more work.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_wins_and_recommendations_section_example_9c5ffbb818.png\" alt=\"Whatagraph Wins And Recommendations Section Example - Two-section layout detailing wins and recommendations.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Granular performance details in a breakdown table\u003C/strong>: The breakdown table focuses on key metrics like CTR, CPC, and conversion. It filters out unnecessary metrics, which I know clients appreciate.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_campaign_performance_example_503147f533.png\" alt=\"\">\u003C/p>\u003Ch2>Common Reporting Mistakes to Avoid According to Google Ads Experts\u003C/h2>\u003Cp>Another thing I asked agency experts about is common mistakes to avoid when creating Google Adwords reports. This is what they said:\u003C/p>\u003Ch3>Mistake 1: Neglecting Cross-Platform Integrations\u003C/h3>\u003Cp>Google Ads reporting is incredibly useful, but you know what's even better?\u003C/p>\u003Cp>Cross-platform reporting—especially when the data sources are connected to one marketing reporting platform.\u003C/p>\u003Cp>Anton Kovalchuk, the founder of QliqQliq, comments on their situation: \" \u003Ci>Our Google Ads integration with analytics from other platforms mostly relies on manual integration.”\u003C/i>\u003C/p>\u003Cp>He wishes their cross-platform reporting was automated, as \u003Ci>\"it would provide a clearer real-time picture of how different marketing efforts are bringing conversions.\"\u003C/i>\u003C/p>\u003Cp>To prevent this issue, tools like Whatagraph help you connect, organize, and visualize data from multiple sources into easily digestible marketing reports.\u003C/p>\u003Cp>Instead of being the middleman of data, Whatagraph integrates directly with 55+ data sources, including with marketing, social media, and ecommerce platforms.\u003C/p>\u003Cp>The native integrations mean:\u003C/p>\u003Cp>✅ Reliable real-time data, no connectors breaking\u003C/p>\u003Cp>✅ No more manual data transfers; data syncs every hour\u003C/p>\u003Cp>✅ Faster report creation, thanks to the reliable data\u003C/p>\u003Ch3>Mistake 2: Ignoring the red flags\u003C/h3>\u003Cp>Not only do clients want to know what’s working—but also what isn’t.\u003C/p>\u003Cp>As Stephen Samuel, the founder of NexFusion, previously suggested, include a section on your Google Ads report suggesting what needs improvement.\u003C/p>\u003Cp>Anton Kovalchuk points out that when creating Google Ads client reports, the red flags to look for include:\u003C/p>\u003Cul>\u003Cli>Very high impression share loss due to budget\u003C/li>\u003Cli>Unforeseen jumps in CPC without the same jumps in conversions\u003C/li>\u003Cli>Decreasing engagement rates on high-intent keywords.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>“These point to deeper issues with the campaign,”\u003C/i> he continues.\u003C/p>\u003Cp>Sharing “red flags” in your Google Adwords campaign reports has one benefit: Focusing on more than just the bright spots will earn your client's trust.\u003C/p>\u003Ch2>Final Checklist For Creating a Google Ads Report\u003C/h2>\u003Cp>I truly hope you found the above tips helpful. As a final checklist for creating Google Ads reports, you can refer to my checklist:\u003C/p>\u003Cp>✅ \u003Cstrong>Avoid information overload: \u003C/strong>Keep your reports simple. Start with a quick summary of what’s working, what doesn’t, and what needs improvement.\u003C/p>\u003Cp>✅ \u003Cstrong>Focus on metrics that matter:\u003C/strong> Include key conversion metrics, like ROAS, CTR, CPC, etc., so clients quickly see the ROI they’re receiving.\u003C/p>\u003Cp>✅ \u003Cstrong>Structure your Google Ads report correctly:\u003C/strong> Base your Google Ads custom reports on the six different sections which I shared previously.\u003C/p>\u003Cp>✅ \u003Cstrong>Don’t overlook automation and AI:\u003C/strong> Instead of spending hours on manual reporting, use marketing reporting tools, like Whatagraph, which offer AI for summarizing campaign performance.\u003C/p>\u003Cp>✅ \u003Cstrong>Don’t neglect cross-platform integrations: \u003C/strong>Use cross-platform integrations to turn data from Google Ads and other platforms into “all-in-one” custom reports.\u003C/p>\u003Cp>✅ \u003Cstrong>Don’t ignore the red flags: \u003C/strong>Don’t neglect explaining to clients what is not working and needs improvements. This helps to build trust.\u003C/p>","2025-03-29T13:38:43.891Z","2025-04-09T11:09:10.749Z","2025-03-31T07:37:27.340Z","2025-03-29",{"id":509,"title":510,"slug":511,"summary":512,"body":513,"read_time":42,"createdAt":514,"updatedAt":515,"publishedAt":516,"errors":31,"table_of_contents":32,"dateReorder":517},2352,"AgencyAnalytics Pricing in 2025: The Truth About The Costs","agencyanalytics-pricing","\u003Cp>AgencyAnalytics is a popular client reporting platform, but its pricing lacks clarity and arguably gets expensive once you scale.\u003C/p>\u003Cp>In this article, I’ll break down AgencyAnalytics’ pricing, the good, the bad, and the rest, and highlight another alternative that gives you more bang for your buck (hint: it’s us).\u003C/p>","\u003Cp>Let’s start with a short recap. AgencyAnalytics is a reporting tool that helps marketers create automated reports with data from marketing platforms like Google Analytics, Instagram, Google Ads, and so on.\u003C/p>\u003Cp>It offers three pricing plans, each based on the number of clients you create reports for.\u003C/p>\u003Cp>But as I was doing my research, I found that many AgencyAnalytics users find the pricing plans expensive, and understanding what each plan includes can be tricky.\u003C/p>\u003Cp>So, I created this article to help you understand AgencyAnalytics pricing better.\u003C/p>\u003Cp>Here, you’ll find:\u003C/p>\u003Cul>\u003Cli>Factors, structure, and breakdown of AgencyAnalytics pricing plans\u003C/li>\u003Cli>Concerns related to AgencyAnalytics' hidden costs and scalability\u003C/li>\u003Cli>AgencyAnalytics price compared to Whatagraph\u003C/li>\u003C/ul>\u003Ch2>AgencyAnalytics Pricing Explained (Structure & Factors)\u003C/h2>\u003Cp>The main thing to understand about AgencyAnalytics pricing is that it's based on the number of clients you create reports for.\u003C/p>\u003Cp>The Freelancer plan lets you create reports for 5 clients, the Agency plan for 10 clients, and the Agency Pro plan for 15 clients.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agencyanalytics_pricing_comparison_f3fa031c10.png\" alt=\"Agencyanalytics Pricing Comparison - A comparison of pricing plans for different types of users.\">If you exceed your plan’s client limit, there is an additional cost, which differs for each plan. \u003Cstrong>These additional costs are:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Freelancer Plan:\u003C/strong> $12/month for each new client\u003C/li>\u003Cli>\u003Cstrong>Agency Plan: \u003C/strong>$18/month for each new client\u003C/li>\u003Cli>\u003Cstrong>Agency Pro Plan:\u003C/strong> $24/month for each new client\u003C/li>\u003C/ul>\u003Cp>Each plan also contains a set number of staff users, accounts per integration, and customized \u003Ca href=\"https://whatagraph.com/agency-analytics-reporting\">dashboards for clients\u003C/a>.\u003C/p>\u003Cp>For example, if you want to link a client's multiple Google Ads accounts to the platform, you’ll need to upgrade to the significantly more expensive Agency plan:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agencyanalytics_pricing_breakdown_55c965fffb.png\" alt=\"Agencyanalytics Pricing Breakdown - Price comparison table for three software subscription plans.\">I quickly found that these plan limitations have been a common frustration for AgencyAnalytics users, who have been “forced to upgrade to higher tier plans.”\u003C/p>\u003Cp>One \u003Ca href=\"https://www.reddit.com/r/marketing/comments/1d2ukj3/comment/l96wlr8/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> commented on this: \u003Ci>“I have used AgencyAnalytics for several years now, but have stopped due to their new pricing model and caging features that I used before on lower-tier plans behind their new, much more expensive plans.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agencyanalytics_pricing_reddit_424b66619d.png\" alt=\"\">Another \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10998943\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> calls the cost structure and plan options\u003Ci> “tricky for small businesses,” \u003C/i>which I believe refers to the feature limitations and steep price jumps between the plans.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agencyanalytics_review_3_28f1ff0fc0.png\" alt=\"Agencyanalytics Review - Text excerpt from a review about Agency Analytics.\n\">These issues lead agencies to look for \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-alternatives-and-competitors\">AgencyAnalytics alternatives\u003C/a>, like Whatagraph.\u003C/p>\u003Cp>Whatagraph’s all-in-one pricing doesn’t charge extra for users, clients, or integrations, which is why many prefer it over AgencyAnalytics.\u003C/p>\u003Ch2>AgencyAnalytics Pricing Breakdown\u003C/h2>\u003Cp>Now that you have a general understanding of AgencyAnalytics cost structure, I’ll go into more detail.\u003C/p>\u003Cp>\u003Cstrong>AgencyAnalytics has three pricing plans:\u003C/strong> Freelancer, Agency, and Agency Pro.\u003C/p>\u003Cp>Each of the plans contains different features (and is priced differently). To help you understand them, I created an overview table below:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Feature\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp>\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Freelancer Plan\u003C/strong>\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:hsl(0,0%,0%);\">$79/month, or $59/month, billed annually\u003C/span>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp>\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Agency Plan\u003C/strong>\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:hsl(0,0%,0%);\">$239/month, or $179/month, billed annually\u003C/span>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp>\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Agency Pro\u003C/strong>\u003C/span>\u003C/p>\u003Cp>\u003Cbr>\u003Cspan style=\"color:hsl(0,0%,0%);\"> \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:hsl(0,0%,0%);\">$479/month, or $349/month, billed annually\u003C/span>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Clients\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">5\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">10\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">15\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Custom dashboards/client\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">1\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Unlimited\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Unlimited\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>User seats\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">5\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Unlimited\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Unlimited\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>80+ integrations\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Unlimited reports\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Report approvals\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Client portal\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Client branding\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Custom domain\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>AI summaries\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Custom metrics\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Bulk operations\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Metric insights\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Data aggregation\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Email/chat support\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Priority support\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">❌\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">✅\u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch2>AgencyAnalytics Add-Ons Pricing\u003C/h2>\u003Cp>Besides the basic plans, AgencyAnalytics has three different add-ons that come with an extra cost.\u003C/p>\u003Cp>The three add-ons are:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Rank Tracker ($50/month) \u003C/strong>- Monitor your mobile and desktop SEO rankings for your client campaigns.\u003C/li>\u003Cli>\u003Cstrong>Database connectors (Custom quotation)\u003C/strong> - Create custom reports by integrating your data warehouse.\u003C/li>\u003Cli>\u003Cstrong>Concierge Implementation (Custom quotation)\u003C/strong> - Get a turnkey solution customized to your and your clients' needs.\u003C/li>\u003C/ol>\u003Cp>AgencyAnalytics doesn't share most of its add-on costs, however, I found a few Reddit threads discussing them.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.reddit.com/r/marketing/comments/1ijc8me/any_solid_alternatives_to_agency_analytics_with/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> commented, \u003Ci>“If you want to use their MySQL integration, they charge $700/mo on top of the plan you want to purchase.” \u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agencyanalytics_integrations_65759ed6fd.png\" alt=\"Agencyanalytics Integrations - A screenshot of a social media post about analytics integrations.\">I also found another \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10938065\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> saying, \u003Ci>“The rank tracker could be more affordable to scale. 50 dollars for every 500 keywords can get pricey.”\u003C/i>\u003C/p>\u003Cp>It appears to me (and to many AgencyAnalytics users) that the add-ons drive up the cost significantly.\u003C/p>\u003Ch2>Hidden Costs & Scalability Concerns\u003C/h2>\u003Cp>AgencyAnalytics is generally transparent with its pricing, but it’s important to know the two cheaper plans (Freelancer and Agency) do not include:\u003C/p>\u003Cp>❌ Data aggregation\u003C/p>\u003Cp>❌ Metric insights\u003C/p>\u003Cp>❌ Trend forecasting\u003C/p>\u003Cp>❌ Enterprise API\u003C/p>\u003Cp>❌ Priority support\u003C/p>\u003Cp>❌ Bulk operations\u003C/p>\u003Cp>❌ Dedicated success manager\u003C/p>\u003Cp>❌ Monthly team training sessions\u003C/p>\u003Cp>Most marketing agencies consider these as \"must-haves,” and they’re forced to upgrade to the most expensive Agency Pro plan, which starts at $479/month.\u003C/p>\u003Cp>In addition, the add-ons also drive up the cost. \u003C/p>\u003Cp>Want to import data from your warehouse? That’s an extra cost.\u003C/p>\u003Cp>Want a turnkey experience designed for your agency? That’s an extra cost.\u003C/p>\u003Cp>The add-on costs are especially a drawback as alternatives, like Whatagraph, offer the same features as part of the basic plans.\u003C/p>\u003Cp>\u003Cstrong>Another key aspect that is overlooked? \u003C/strong>AgencyAnalytics’ feature limitations that often lead to inefficiency costs.\u003C/p>\u003Cp>I’ve seen multiple reviews saying AgencyAnalytics APIs and integrations are unstable. The sources disconnect frequently, which leads to data delays, such as missing Monday’s data in Wednesday’s reports.\u003C/p>\u003Cp>In fact, “Integration issues” is the main con for AgencyAnalytics on G2:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_A_Nalytics_integration_issues_5d7f17a507.png\" alt=\"Agency Analytics Integration Issues - A list of cons including integration issues, missing features, and limited customization.\">\u003C/p>\u003Cp>Here is \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10622277\">one of the reviews\u003C/a> talking about that:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_data_lags_a61c6bf05e.png\" alt=\"Agency Analytics Data Lags - Text describing dislike of a product, stating integrations disconnect and data threading delays.\">Another \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10884123\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said that the integrations are occasionally broken, which causes them to miss on valuable customer data:\u003C/p>\u003Cp>Many \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-9377190\" target=\"_blank\" rel=\"noopener noreferrer\">users also wish\u003C/a> that the reports were more customizable. Users say that:\u003C/p>\u003Cp>❌  You can’t blend data from different channels into a single dashboard view\u003C/p>\u003Cp>❌  Edits must be made manually across dashboards —  there are no shared templates\u003C/p>\u003Cp>❌  You can’t move a group of widgets from one section to another\u003C/p>\u003Cp>❌  You can’t change the orientation of your reports\u003C/p>\u003Cp>❌  You can't edit reports in bulk\u003C/p>\u003Cp>❌  You can’t add icons to widgets\u003C/p>\u003Cp>What’s more, one \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10883662\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said, \u003Ci>“AgencyAnalytics becomes a bit slow when multiple users are using it.”\u003C/i>\u003C/p>\u003Cp>Arguably, all of these factors prevent users from scaling efficiently while keeping costs low.\u003C/p>\u003Cp>In comparison, Whatagraph’s flat pricing includes highly customizable reports, fully managed integrations, faster refreshers, and unlimited users.\u003C/p>\u003Ch2>Which AgencyAnalytics Plan Is Best for You?\u003C/h2>\u003Cp>The question now is, which AgencyAnalytics plan is the best for you? Or are there more cost-effective options?\u003C/p>\u003Cp>As far as AgencyAnalytics, here’s what I suggest:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Freelancer plan - Starts from $79/month:\u003C/strong> Best for solo consultants or small agencies getting started with automated reporting.\u003C/li>\u003Cli>\u003Cstrong>Agency plan - Starts from $239/month:\u003C/strong> Best for growing teams that need white-label reporting.\u003C/li>\u003Cli>\u003Cstrong>Agency Pro - Starts from $479/month:\u003C/strong> Best for teams with advanced reporting needs and a high client volume.\u003C/li>\u003C/ul>\u003Cp>If you only need simple data visualization, AgencyAnalytics pricing plans might be a good fit.\u003C/p>\u003Cp>If you’re looking for deeper data organization and advanced filtering, AgencyAnalytics is probably not the right tool.\u003C/p>\u003Cp>AgencyAnalytics is solely a visualization tool and lacks data exports, i.e., you cannot export your data to business intelligence tools and data warehouses. \u003C/p>\u003Cp>With these features missing, I’d argue that the pricing plans actually cost a lot.\u003C/p>\u003Cp>If you want a user-friendly and intuitive tool with powerful data organization, a dedicated Customer success manager, and full customization, choose Whatagraph.\u003C/p>\u003Ch2>AgencyAnalytics vs. Whatagraph: Pricing Comparison\u003C/h2>\u003Cp>AgencyAnalytics plans high price tag and limited functionality force marketing agencies to look for alternatives, like Whatagraph.\u003C/p>\u003Cp>If you’re one of those agencies, you’re probably curious why to choose Whatagraph.\u003C/p>\u003Cp>Instead of offering tier-based pricing, Whatagraph’s transparent, all-in-one pricing is based on the amount of source credits.\u003C/p>\u003Cp>You can use source credits to connect data sources, send data to warehouses, and blend cross-channel data together.\u003C/p>\u003Cp>Whatagraph doesn’t charge extra for new users, clients, or integrations. All of our plans include:\u003C/p>\u003Cp>✅  55+ fully managed integrations\u003C/p>\u003Cp>✅  Live chat customer support with 1-minute response time\u003C/p>\u003Cp>✅  30-minute data refreshes\u003C/p>\u003Cp>✅  Unlimited white-label reports and real-time dashboards\u003C/p>\u003Cp>✅  A library of report templates and pre-made dashboards\u003C/p>\u003Cp>✅  Integrations via APIs, Google Sheets, and BigQuery\u003C/p>\u003Cp>✅  A dedicated customer success manager to assist with onboarding, training, and data migration\u003C/p>\u003Cp>✅  Powerful drag-and-drop report builder\u003C/p>\u003Cp>✅  Data transfer to Looker Studio and BigQuery\u003C/p>\u003Cp>✅  AI insights\u003C/p>\u003Cp>For more differences between AgencyAnalytics and Whatagraph, I created a small overview table below:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Feature\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>AgencyAnalytics\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Whatagraph\u003C/strong>\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Pricing model\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Tiered per clients/users\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Fixed all-in-one\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Data refresh\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">12–24 hrs\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Every 30 minutes\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Data blending\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Limited\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Fully supported\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Visual reporting\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Basic widgets\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Fully customizable dashboards\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>White-labeling\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Only on higher plans\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Included in all\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>AI insights\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Only on higher plans\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Included in all\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">\u003Cstrong>Live support\u003C/strong>\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">Tier-dependent\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:hsl(0,0%,0%);\">1-minute response\u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>These are just a few of the reasons marketing agencies choose Whatagraph as an \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-alternatives-and-competitors\">AgencyAnalytics alternative\u003C/a>.\u003C/p>\u003Ch2>Final Verdict: Is AgencyAnalytics Worth It?\u003C/h2>\u003Cp>Still not sure whether AgencyAnalytics pricing plans are worth it?\u003C/p>\u003Cp>I believe AgencyAnalytics can be worth it for small-scale data visualization. However, its expensive pricing, data inconsistencies, lack of customization, and limited integrations make it difficult to use for agencies that want to scale efficiently.\u003C/p>\u003Cp>Whatagraph directly solves these problems with innovative key features, such as:\u003C/p>\u003Cp>✅  \u003Cstrong>Fully-managed integrations: \u003C/strong>Whatagraph’s \u003Ca href=\"https://whatagraph.com/integrations\">data integrations\u003C/a> are fully managed, which means they’re reliable and there are no data delays.\u003C/p>\u003Cp>\u003Cstrong>✅  Data organization features:\u003C/strong> You can combine data from 100s of data sources and create \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">data blends\u003C/a>. Create custom metrics using data from multiple sources.\u003C/p>\u003Cp>✅  \u003Cstrong>Highly customizable reports:\u003C/strong> Easily select from \u003Ca href=\"https://whatagraph.com/templates\">ready-made marketing report templates\u003C/a>, link reports together, edit them in bulk, select from multiple widgets, etc.\u003C/p>\u003Cp>✅  \u003Cstrong>Data sharing: \u003C/strong>To share your reports, you can set up automated emails to specific people, send instant live links, or download PDFs or Excel spreadsheets.\u003C/p>\u003Cp>✅  \u003Cstrong>Data transfer: \u003C/strong>You can transfer your data to \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a> and \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> through Whatagraph.\u003C/p>\u003Cp>✅  \u003Cstrong>AI insights: \u003C/strong>To create reports efficiently, you can ask AI to write summaries of your marketing performance or choose from pre-written questions. Edit and add the responses directly to your marketing reports.\u003C/p>\u003Cp>These reporting features make Whatagraph the best choice for fast-growing agencies, teams managing multiple clients, and specialists looking for insights rather than tech hurdles.\u003C/p>\u003Cp>If you’re convinced that Whatagraph is the right alternative for you, \u003Ca href=\"https://whatagraph.com/book-a-call\">book a call with our team\u003C/a>, and we can discuss how we can help you.\u003C/p>","2025-04-11T10:37:16.382Z","2025-05-28T14:40:49.594Z","2025-04-11T17:28:18.286Z","2025-04-11",{"id":519,"title":520,"slug":521,"summary":522,"body":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526,"errors":31,"table_of_contents":32,"dateReorder":527},2353,"AgencyAnalytics Dashboard: All You Need to Know","agencyanalytics-dashboard","\u003Cp>AgencyAnalytics is a popular agency reporting tool, but how does its dashboards look, and are they easy to use?\u003C/p>\u003Cp>In this article, I’ll walk you through AgencyAnalytics’ dashboard, show how it works, what it’s good for, and its limitations for growing agencies.\u003C/p>","\u003Cp>We love that AgencyAnalytics' dashboards are clean, sleek, and easy to understand. They're also fairly easy to build, thanks to ready-made templates and widgets.\u003C/p>\u003Cp>But if you want advanced data transformations like custom dimensions, unlimited blends, and flexible filtering, you'll run into roadblocks on AgencyAnalytics. User reviews on G2 and Capterra also mention that integrations break often and reports show inaccurate data.\u003C/p>\u003Cp>In this article, we'll go through everything you need to know about AgencyAnalytics' dashboards including:\u003C/p>\u003Cul>\u003Cli>How AgencyAnalytics' reporting dashboards work\u003C/li>\u003Cli>The strengths and limitations of AgencyAnalytics’ dashboard\u003C/li>\u003Cli>3 AgencyAnalytics report examples & use cases\u003C/li>\u003Cli>What limitations you'll run into \u003C/li>\u003C/ul>\u003Ch2>AgencyAnalytics Dashboard Overview: 5 Key Things to Know\u003C/h2>\u003Cp>Before I go into detail about AgencyAnalytics’ dashboards, here is a screenshot of the main dashboard view:\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_dashboard_overview_4748a7edbf.png\" alt=\"Agency Analytics Dashboard Overview - A dashboard interface showing a list of clients and their creation dates.\">From the main dashboard view, users can add new clients and see a list of the current ones.\u003C/p>\u003Cp>By clicking on the client’s name, you can access client-specific reports and dashboards.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_client_folder_ea2952c9ca.png\" alt=\"Agency Analytics Client Folder - A data table showing one client, \">\u003C/p>\u003Ch3>Creating AgencyAnalytics Custom Dashboards\u003C/h3>\u003Cp>The main concept you should understand about \u003Ca href=\"https://whatagraph.com/agency-analytics-reporting\">AgencyAnalytics’ reporting dashboards\u003C/a> is that you need to \u003Cstrong>build two different components:\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>1. Dashboards\u003C/strong> - You can create dashboards to show clients an overview of key metrics. The dashboards are visual and have minimal text. Here is one example:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_dashboard_example_1f1e751087.png\" alt=\"Agency Analytics Dashboard Example - Dashboard showing Google Ads performance metrics in charts and data tables.\">Dashboards can be created at three levels, including account-level, campaign-specific, and staff-only.\u003C/p>\u003Cp>\u003Cstrong>2. Reports\u003C/strong> - You can generate reports that show your clients their campaign performance in detail. Here is one example:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_marketing_report_summary_28c258af60.png\" alt=\"Agencyanalytics Marketing Report Summary - Marketing report showing goals, recommendations, and progress.\">My initial impression was that it’s a bit confusing that the admin dashboard is split between reports and dashboards since they serve similar purposes.\u003C/p>\u003Cp>The confusion between the two seems to be a typical customer experience, as one \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10964760\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said:\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_review_1_1edd5ee18b.png\" alt=\"\">\u003C/figure>\u003Cp>On \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, for instance, you create one report and it doubles-down as a dashboard. You can white label this report easily, and download it as PDFs, share live links, or send automated emails to clients.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/White_labeled_social_media_report_template_5739361ab0.webp\" alt=\"White Labeled Social Media Report Template - A social media report dashboard with key performance indicators.\">\u003C/p>\u003Cp>We also offer \u003Ca href=\"https://whatagraph.com/templates\">pre-built templates\u003C/a> to create your first reports, making the process much easier and faster. \u003C/p>\u003Cp>For your Account Managers or team, you can also create an internal monitoring dashboard, called “\u003Ca href=\"https://whatagraph.com/overview\">Overview\u003C/a>”, where you can monitor all your KPIs for all clients and campaigns in one place. \u003C/p>\u003Cp>This helps you know exactly which campaigns are performing well, which aren’t, and what action to take.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_account_overview_ee520b6c5f.png\" alt=\"Whatagraph Account Overview - A table showing performance metrics for different accounts.\">If you’re looking to create Agency Analytics custom dashboards, there are three ways: \u003C/p>\u003Cul>\u003Cli>From blank\u003C/li>\u003Cli>From a template\u003C/li>\u003Cli>From an existing, cloned section\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_dashboard_starting_point_0555c95b6b.png\" alt=\"AgencyAnalytics Dashboard Starting Point - Dashboard interface with options: blank, template, clone section.\">\u003C/p>\u003Cp>If you start from a blank, your dashboard will appear entirely empty, and you can fill it out by dragging widgets there.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_add_widgets_2f72219a36.png\" alt=\"Agency Analytics Add Widgets - \">\u003C/p>\u003Cp>If you start from a template, you can select one of AgencyAnalytics’ pre-built templates (or one you have crafted yourself).\u003C/p>\u003Cp>The pre-built dashboard templates are divided into different types:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_template_782f4e27db.png\" alt=\"Agency Analytics Template - A menu of different dashboard templates for marketing.\">\u003C/p>\u003Cp>Alternatively, if you want to create reports, you have four different starting points:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_dashboard_creation_options_c877900380.png\" alt=\"AgencyAnalytics Dashboard Creation Options - Four dashboard creation options with descriptive texts.\">\u003C/p>\u003Cp>Like with dashboards, AgencyAnalytics report templates can give you a good starting point.\u003C/p>\u003Cp>These pre-built templates can also be further customized to your liking.\u003C/p>\u003Cp>One thing to note though is that if you need to edit these dashboards or reports, you'll need to edit each individually—which can be time-consuming. Bulk editing is also only available on the most expensive plan, but even then it's very limited.\u003C/p>\u003Cp>To help you save time (and headaches), Whatagraph has a feature called “\u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">Linked reports\u003C/a>” — where you can edit your “Master” template once, and the changes will sync automatically across all your linked reports. This is available on all our pricing plans.\u003C/p>\u003Cp>Say you have 10 reports, and you want to add a new image to each of them. \u003C/p>\u003Cp>You don’t need to go in and out of each one individually—you can just add that image to the “Master” report, and it will be added to all your 10 reports in (literal) seconds. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Linked_reports_14f0c0078b.png\" alt=\"Linked Reports - A marketing dashboard with charts, graphs, and data metrics.\">\u003C/p>\u003Ch3>Adding Metrics and Widgets to Dashboards\u003C/h3>\u003Cp>AgencyAnalytics lets you add different types of widgets to showcase metrics (CPC, CTR, conversions, bounce rate, etc).\u003C/p>\u003Cp>When I created my dashboard, I was able to find the widgets from the right side tab within the editor:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_add_widgets_to_dashboard_4f3a5f0508.png\" alt=\"Agencyanalytics Add Widgets To Dashboard - A digital dashboard with a sidebar for adding widgets.\">\u003C/p>\u003Cp>This tab contains widgets, such as image embeds, charts and graphs, textboxes, custom metrics, and goals.\u003C/p>\u003Cp>For example, I clicked on the “Integrations” tab and added different “Facebook Ads” widgets to the dashboard:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_drag_and_drop_widgetes_7b23b98ff1.png\" alt=\"Agency Analytics Drag And Drop Widgetes - A dashboard showing Facebook Ad analytics interface.\">\u003C/p>\u003Cp>I was able to display the marketing data through different graphs, such as line charts, pie charts, and funnel charts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_widgets_9_22_54_PM_ed6b70ea4f.png\" alt=\"AgencyAnalytics Widgets - Bar chart showing Facebook ad campaign phone call data.\">\u003C/p>\u003Cp>The right side tab gives further options for editing the widget, such as its title, chart type, data range, etc.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_edit_widget_4f42228ff1.png\" alt=\"Agency Analytics Edit Widget - Widget customization interface with tabs for General, Data, and Display.\">\u003C/p>\u003Cp>In the “Data” tab, you can modify the integrations and connect the right account to the dashboard:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_connect_integration_455e3a569b.png\" alt=\"AgencyAnalytics Connect Integration - \">\u003C/p>\u003Cp>And, as long as \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-integrations\">the integrations\u003C/a> work, the charts update with the right data.\u003C/p>\u003Cp>To be honest, I found the widgets on AgencyAnalytics a bit clunky and “unstructured” as there are no rows or columns on the dashboard canvas.\u003C/p>\u003Cp>In contrast, on Whatagraph, you can drag-and-drop it easily onto a canvas with grids. These widgets also come with different images so it’s easier for you to find what you need.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_drag_and_drop_widget_2367a4978d.gif\" alt=\"Whatagraph drag and drop widget - Interface for report customization with widget options.\">\u003C/p>\u003Cp>You can also resize the widgets however you want—horizontally and vertically—and add new rows anywhere you want on the canvas. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Insert_or_delete_rows_e634cfe8fb.gif\" alt=\"A GIF of inserting or deleting rows - Whatagraph\">\u003C/p>\u003Cp>You can also fully customize each widget on Whatagraph:\u003C/p>\u003Cul>\u003Cli>Change or remove icons\u003C/li>\u003Cli>Rename the metric\u003C/li>\u003Cli>Apply custom formulas (e.g. data blends)\u003C/li>\u003Cli>Adjust date ranges\u003C/li>\u003Cli>Change currency displays\u003C/li>\u003Cli>Add or hide footers\u003C/li>\u003Cli>Customize the colors\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/customize_widget_colors_2fcd3b371c.png\" alt=\"Customize Widget Colors - Interface with a widget customization sidebar and data charts.\">\u003C/p>\u003Cp>Want full control? You can create \u003Ca href=\"https://help.whatagraph.com/en/articles/6389733-creating-custom-widgets-and-saving-them-as-templates\">custom widgets\u003C/a> from scratch on Whatagraph and save them as “templates” to re-use them the next time. (This is not available on AgencyAnalytics.)\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_save_widget_as_template_4070066d4e.png\" alt=\"Whatagraph Save Widget As Template - Dashboard interface showing widget menu options with a \">\u003C/p>\u003Ch3>Organizing Your Data on AgencyAnalytics Dashboards\u003C/h3>\u003Cp>It's not enough that you have your data on dashboards. You need to be able to organize and slice and dice them anyway you want so your dashboards will show the most holistic view of marketing performance.\u003C/p>\u003Cp>On AgencyAnalytics, there are two key things you can do:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Create custom metrics\u003C/strong>, which is combining data from multiple sources into one metric like “Total Ad Spend”\u003C/li>\u003Cli>\u003Cstrong>Aggregate data\u003C/strong>, where you can view and compare performance across multiple integrations and clients from one table \u003C/li>\u003C/ol>\u003Cp>But note that these two are only available on \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-pricing\">the more expensive pricing plans\u003C/a>, like “Agency” and “Agency Pro”.\u003C/p>\u003Cp>Also, you won’t be able to aggregate data from ALL your data sources. It’s only available for:\u003C/p>\u003Cul>\u003Cli>Facebook \u003C/li>\u003Cli>Facebook Ads\u003C/li>\u003Cli>Google Analytics 4\u003C/li>\u003Cli>Google Ads\u003C/li>\u003Cli>Google Business Profile\u003C/li>\u003Cli>Google Search Console\u003C/li>\u003Cli>Instagram\u003C/li>\u003Cli>LinkedIn\u003C/li>\u003Cli>LinkedIn Ads\u003C/li>\u003Cli>Microsoft Ads\u003C/li>\u003Cli>X (Twitter) Ads\u003C/li>\u003C/ul>\u003Cp>If you want to be able to aggregate data from all your data sources, Whatagraph is the better option. You can create unlimited data blends, custom metrics, and custom dimensions on ALL our pricing plans.\u003C/p>\u003Cp>It only takes seconds to create them too. Here's what each is good for:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">\u003Cstrong>Data blends\u003C/strong>\u003C/a>\u003Cstrong>: \u003C/strong>Great for combining different sources together into one unified data source. Helps keep your reports neat and tidy.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_data_blend_1_99cc632827.png\" alt=\"How data blends work on Whatagraph - Whatagraph\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom dimensions:\u003C/strong> Great for unifying names of various cross-channel dimensions and grouping data points from various integrations.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Unify_dimensions_names_816bd11bc9.png\" alt=\"How to unify dimensions names on Whatagraph - Whatagraph\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics: \u003C/strong>Great for unifying and changing names permanently for various metrics.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Custom_metric_6371f988df.png\" alt=\"How custom metrics work on Whatagraph - Whatagraph\">\u003C/p>\u003Cp>The best part is you can create all these natively inside of your report on Whatagraph. You don’t need to waste time going back and forth from one workspace to another.\u003C/p>\u003Cp>You can explore more use cases of custom metrics and dimensions here: \u003C/p>\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> \u003C/p>\u003Cp>In terms of filtering, AgencyAnalytics gives you a decent range of options, but the depth and flexibility can vary depending on the integration you're working with.\u003C/p>\u003Cp>On the AgencyAnalytics dashboard editor, I first had a hard time spotting the filter tab, but found it in the “Settings” slide-out:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_filters_9_22_54_PM_98eed9695d.png\" alt=\"Agency Analytics Filters - Analytics dashboard with performance graphs and filter options.\">\u003C/p>\u003Cp>From this tab, you can filter by ad campaign, campaign type, date internal, network, status, and more.\u003C/p>\u003Cp>It’s also possible to filter by specific metrics:\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_budget_attributes_b353029e2e.png\" alt=\"Agencyanalytics Budget Attributes - Interface of a popup with \">These filters can be layered, so you’re not limited to just one at a time. Once applied, your dashboard updates in real time to reflect the new criteria. \u003C/p>\u003Cp>But here’s the catch: \u003Cstrong>filters don’t persist when you switch sections or reopen dashboards.\u003C/strong> Each time you return, they reset to a default unfiltered view, which can be annoying if you're tracking specific segments regularly.\u003C/p>\u003Cp>To save a filtered view, you’ll need to manually add it to a report using the “Add to Report” option. This captures your widget \u003Ci>as is\u003C/i>, filters included, and makes it part of your automated report layout.\u003C/p>\u003Cp>But the most important thing is \u003Cstrong>you can only apply filters per widget or per integration. \u003C/strong>For instance, if you had a report with 20 Facebook widgets, you’d need to go through each of them to apply the same filter.\u003C/p>\u003Cp>This is time-consuming and not sustainable if you have dozens of clients and reports. \u003C/p>\u003Cp>This is why at Whatagraph, we built a “\u003Ca href=\"https://help.whatagraph.com/en/articles/6389747-how-to-create-a-source-filter-and-a-source-variant\">Source Filter\u003C/a>” which lets you create filters for entire reports, instead of creating them per widget or integration. \u003C/p>\u003Cp>In the above scenario, with Whatagraph's Source Filter, you can simply go to the Facebook source that’s connected to the 20 widgets, apply the filter to the source, and it will be applied to all widgets immediately.\u003C/p>\u003Cp>This saves so much more time and hassle, and you’ll be able to slice and dice your data any way you want. Here's how the Source Filter works:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Source_filter_91716dd22e.gif\" alt=\"Source Filter - \">\u003C/p>\u003Ch3>Whitelabeling the Dashboard Design\u003C/h3>\u003Cp>AgencyAnalytics offers simple tools for customizing your dashboard design.\u003C/p>\u003Cp>You can add and customize title headers, add images to textboxes, clone widgets, and enable a presentation mode.\u003C/p>\u003Cp>Doing these simple changes was intuitive, in my opinion. For example, I could switch the heading by clicking on “Edit” within the editor:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_edit_metric_5adfb53da3.png\" alt=\"Agencyanalytics Edit Metric - Screenshot of analytics dashboard with edit dropdown menu open.\">\u003Cbr>From the settings, it’s also possible to white-label your reports. You can:\u003C/p>\u003Col>\u003Cli>Add report and icon logos\u003C/li>\u003Cli>Change interface and widget colors\u003C/li>\u003Cli>Create your own login URL\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whitelabel_settings_94c1c48937.png\" alt=\"Whitelabel Settings - Settings screen showing user profile and branding options.\">\u003C/p>\u003Cp>However, it's important to note here again that full white-labeling features (like custom URLs) are only available on the more expensive pricing plans. \u003C/p>\u003Cp>The process is similar on Whatagraph. You can customize your dashboards in two ways:\u003C/p>\u003Col>\u003Cli>From the settings menu – good if you want a global theme to apply to all reports\u003C/li>\u003Cli>Inside of your reports – good if you want a custom theme for just one report \u003Ci>(or if you forgot to go to settings)\u003C/i>\u003C/li>\u003C/ol>\u003Cp>Here’s how it works:\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/535a7d444bf1470dab082b7c9ea58ee9?sid=e6392c8e-7029-4e40-98ae-6bb476b49169\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003Cbr> \u003C/p>\u003Cp>On Whatagraph, you can:\u003C/p>\u003Col>\u003Cli>Create new branding themes (colors, logos, the likes)\u003C/li>\u003Cli>Choose from pre-set color schemes or create your own\u003C/li>\u003Cli>Upload logos\u003C/li>\u003Cli>Add header and footer text\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_branding_6485b027ee.gif\" alt=\"Custom Branding - Settings interface with custom branding options and data preview.\">\u003C/p>\u003Cp>Plus, you can customize the automated report emails by:\u003C/p>\u003Col>\u003Cli>Adding logos\u003C/li>\u003Cli>Writing your own heading, body, button, and footer texts \u003C/li>\u003Cli>Writing your own subject lines\u003C/li>\u003Cli>Changing the colors of the texts and buttons\u003C/li>\u003Cli>Setting a custom email address to send your reports from\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Customize_emails_fe23996e8f.gif\" alt=\"Customize Emails - A dashboard interface with report data and navigation options.\">\u003C/p>\u003Ch3>Sharing & Collaboration Options\u003C/h3>\u003Cp>When it comes to sharing your dashboards and reports with clients, AgencyAnalytics offers you three different options:\u003C/p>\u003Cul>\u003Cli>Download a PDF\u003C/li>\u003Cli>Send it via email\u003C/li>\u003Cli>Share a link\u003C/li>\u003C/ul>\u003Cp>I was able to find these sharing options from the drag-and-drop editor:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_download_PDF_2421b67e7b.png\" alt=\"Agencyanalytics Download PDF - A dashboard interface with charts and menu.\">It’s also possible to turn a dashboard or report into a presentation mode, which simply turns your screen into a full-screen view.\u003C/p>\u003Cp>If you need to take your reporting further, like pushing raw data into external tools, AgencyAnalytics doesn't support it.\u003C/p>\u003Cp>With Whatagraph, you can share your reports through the same methods, but also have the option to:\u003C/p>\u003Cul>\u003Cli>Protect the report link with a password\u003C/li>\u003Cli>Look over the automated report before it’s sent to clients / execs\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Report_sharing_password_45a0670f83.png\" alt=\"Report Sharing Password - Screenshot of report sharing options interface with a \">\u003C/p>\u003Cp>If that’s not enough, you can also transfer your data to \u003Ca href=\"https://whatagraph.com/data-transfer/google-bigquery\">BigQuery\u003C/a> for further analysis, or to \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a> to create reports there as well. \u003C/p>\u003Ch2>3 AgencyAnalytics Dashboard Examples and Templates\u003C/h2>\u003Cp>Want to see what AgencyAnalytics templates actually look like? \u003C/p>\u003Cp>We cherry-picked three AgencyAnalytics template examples—for PPC, SEO, and social media.\u003C/p>\u003Ch3>1. PPC Dashboard Template\u003C/h3>\u003Cp>This dashboard is designed for paid media managers who need a quick, visual overview of performance across multiple ad platforms like Google Ads, Microsoft Ads, Facebook, Instagram, and LinkedIn.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_PPC_dashboard_template_and_example_bcdd694d85.webp\" alt=\"Agencyanalytics PPC Dashboard Template - PPC dashboard with Google and Bing ads metrics in a clean layout.\">\u003Cstrong>What’s good:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Cross-channel snapshot:\u003C/strong> The layout gives you a high-level view of all your PPC platforms in one place—great for quick check-ins or client updates.\u003C/li>\u003Cli>\u003Cstrong>Essential metrics covered:\u003C/strong> Clicks, CTR, conversions, cost, and CPC are front and center, so you’re not hunting for the basics.\u003C/li>\u003Cli>\u003Cstrong>Visual trends:\u003C/strong> Time-series charts for most metrics make it easy to spot spikes, drops, or anomalies at a glance.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>What could be better:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>No custom dimensions or segmentation:\u003C/strong> You can’t break down performance by campaign type, geography, or audience segment without customizing every widget manually.\u003C/li>\u003Cli>\u003Cstrong>Cluttered layout:\u003C/strong> With so many widgets on one page, it can feel overwhelming. There’s little flexibility in layout or visual hierarchy.\u003Cbr>\u003Cstrong>No blending between platforms:\u003C/strong> You can’t see a combined “Total Ad Spend” across platforms or unified conversion metrics unless you build that manually—and even then, only on the Pro plan.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>TL:DR:\u003C/strong> \u003Ci>Good for quick cross-platform reporting, but if you need deeper insight, blended metrics, or custom segmentation, you’ll hit a ceiling fast.\u003C/i>\u003C/p>\u003Ch3>2. SEO Dashboard Template\u003C/h3>\u003Cp>This dashboard is tailored for SEO managers and digital marketing specialists who need a unified view of organic performance, rankings, site health, and backlinks across platforms like Google Analytics, Google Search Console, and Bing.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SEO_Dashboard_Template_Example_481828b91d.webp\" alt=\"SEO Dashboard Template Example - Dashboard interface with charts and metrics showing website performance.\">\u003Cstrong>What’s good:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Comprehensive view:\u003C/strong> It pulls together rankings, domain authority, backlinks, search console data, and site health—all in one place.\u003C/li>\u003Cli>\u003Cstrong>Local and global SEO coverage:\u003C/strong> Includes Google and Bing rankings as well as local pack data, which is helpful for location-based SEO tracking.\u003C/li>\u003Cli>\u003Cstrong>Visual site audits:\u003C/strong> With performance, SEO, accessibility, and best practices scores, it's easy to get a quick sense of how a website is doing technically.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>What could be better:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>No keyword grouping or tagging:\u003C/strong> You get raw keyword data, but you can’t segment or group it (e.g., brand vs. non-brand), which limits insight.\u003C/li>\u003Cli>\u003Cstrong>Static layout with limited interactivity:\u003C/strong> You can’t drill down into specific rankings or filter keywords by intent or topic—everything’s surface level.\u003C/li>\u003Cli>\u003Cstrong>Clunky data integration:\u003C/strong> Some widgets (like domain authority) rely on deprecated or third-party metrics that may not update consistently.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>TL:DR: \u003C/strong>\u003Ci>Good for high-level SEO overviews, but if you need segmented keyword insights, automated audits, or more flexible reporting, this dashboard falls short.\u003C/i>\u003C/p>\u003Ch3>3. Social Media Dashboard Template\u003C/h3>\u003Cp>This dashboard is built for social media managers and content teams tracking performance across multiple organic social channels—including Facebook, Instagram, LinkedIn, YouTube, TikTok, and Pinterest.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Social_Media_Dashboard_Template_Example_9db61e2a6c.webp\" alt=\"Social Media Dashboard - A dashboard displaying social media statistics for multiple platforms.\">\u003Cstrong>What’s good:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Multi-channel visibility:\u003C/strong> It pulls in social performance data from a wide range of platforms, giving you a centralized view of followers, likes, engagement, and post-level metrics.\u003C/li>\u003Cli>\u003Cstrong>Post-level breakdowns:\u003C/strong> You get detailed tables showing post reach, likes, comments, and even video durations—handy for content audits or client reporting.\u003C/li>\u003Cli>\u003Cstrong>Google Analytics overlay:\u003C/strong> It starts with GA4 (social) metrics, tying organic sessions and revenue to social activity, which helps show business impact.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>What could be better:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Deprecated metrics everywhere:\u003C/strong> Several widgets show outdated or broken metrics (e.g., follower counts or platform-deprecated stats), making parts of the dashboard unreliable.\u003C/li>\u003Cli>\u003Cstrong>Lack of customization:\u003C/strong> You can’t group posts by campaign, filter by engagement type, or compare across platforms in a meaningful way.\u003C/li>\u003Cli>\u003Cstrong>No cross-platform insights:\u003C/strong> Each platform sits in its own silo—there’s no way to blend or benchmark performance across networks like “Top Performing Content This Week.”\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>TL:DR:\u003C/strong> \u003Ci>Useful for a high-level overview of social performance, but it needs cleanup, better metric health, and more intelligent grouping to be truly actionable.\u003C/i>\u003C/p>\u003Ch2>Where AgencyAnalytics Dashboards Fall Short\u003C/h2>\u003Cp>After looking over AgencyAnalytics' dashboard myself, I believe it has strengths, such as the ability to generate basic reports.\u003C/p>\u003Cp>However, it also has notable shortcomings, which are deal-breakers for many marketing agencies.\u003C/p>\u003Ch3>1. Customization is clunky and outdated\u003C/h3>\u003Cp>AgencyAnalytics has a drag-and-drop editor for building dashboards and reports, but many users describe it as outdated and clunky.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.reddit.com/r/DigitalMarketing/comments/1aqqrob/comment/mleoaeg/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> specifically said, \u003Ci>“The drag and drop flexibility of their reports is turning into more work for me than not.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_review_2_bcfc72dd8a.png\" alt=\"\">\u003C/p>\u003Cp>Another \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10757602\">reviewer\u003C/a> called the setup process “repetitive” as setting up new campaigns requires manual work each time.\u003C/p>\u003Cp>What I believe this is referring to is the lack of bulk editing and master templates.\u003C/p>\u003Cp>If you want to change a widget or layout across dashboards, you have to do it manually—one by one.\u003C/p>\u003Cp>Bulk editing is available on the most expensive \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-pricing\">AgencyAnalytics pricing plan\u003C/a>, but even then, it is highly limited.\u003C/p>\u003Cp>Whatagraph solves this by letting you build reusable linked templates across clients. Simply edit once, update everywhere.\u003C/p>\u003Cp>You also get full visual control—drag-and-drop widgets, custom branding, icon libraries, color themes, and more.\u003C/p>\u003Ch3>2. Widget library is too limited\u003C/h3>\u003Cp>AgencyAnalytics reporting tool offers basic scorecards, charts, and tables—but doesn’t support advanced widgets or visual variety.\u003C/p>\u003Cp>There is no way to use icon-based data displays or customize how metrics are shown.\u003C/p>\u003Cp>I’d argue these are a few of the reasons \u003Ca href=\"https://www.reddit.com/r/agency/comments/16p8bqg/comment/k1pod67/\">reviewers\u003C/a> say \u003Ci>“\u003C/i>AgencyAnalytics \u003Ci>only supports basic reporting metrics and isn’t very customizable.”\u003C/i>\u003C/p>\u003Cp>Unlike AgencyAnalytics, Whatagraph offers dozens of widget types—from bar and pie charts to pivot tables and KPIs. \u003C/p>\u003Cp>From the icon library, you can choose from hundreds of options:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/icon_library_95eb4ed68b.png\" alt=\"A GIF of icon library - Whatagraph\">\u003C/p>\u003Cp>Alternatively, you can add goal tracking, conditional formatting, and even text summaries for storytelling.\u003C/p>\u003Ch3>3. Integrations disconnect frequently\u003C/h3>\u003Cp>From AgencyAnalytics’ dashboard, you can connect integrations to bring client data for reports:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_connect_integrations_e695278ad1.png\" alt=\"Agency Analytics Connect Integrations - Integrations selection screen with various app icons.\">\u003C/p>\u003Cp>The issue is that AgencyAnalytics users have reported that the data connectors break frequently, and the data can take 2-3 days to pull through.\u003C/p>\u003Cp>This comes at a cost because clients miss out on key information. One \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-9461456\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said they have to “recheck integrations for over 100 clients each month” to see that the data is correct:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_checking_integrations_2cd047477e.png\" alt=\"AgencyAnalytics checking integrations - Text about problems with integrations.\">The slow data refresh is a real drawback, as alternatives, like Whatagraph, offer a consistent 30-minute data refreshes across all your data sources and channels. \u003C/p>\u003Cp>Also, according to our customers, our integrations are stable and fast. Here's \u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">what one of them said\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>We don’t have any connection issues on Whatagraph at all. We just connected the platforms once, and that was it. Whatagraph is very, very quick when loading the data.\u003Cbr>[author]Tanja Keglić, Performance Marketing Manager at Achtzehn Grad[/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>4. No advanced data blending or filtering\u003C/h3>\u003Cp>As I reviewed the AgencyAnalytics dashboard, I noticed limited capabilities for merging data from multiple marketing platforms (e.g., Google Ads) and social media channels (e.g., LinkedIn or Facebook).\u003C/p>\u003Cp>For example, it was not possible to group Facebook accounts, segment by campaign, or build cross-channel views.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10045351\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> shared this same frustration and commented:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_bad_reveiw_a8d9fc55b6.png\" alt=\"Agency Analytics Bad Reveiw - Text discussing dissatisfaction with a feature.\">\u003C/p>\u003Cp>Comparatively, Whatagraph is built for \u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">cross-channel marketing reporting\u003C/a>.\u003C/p>\u003Cp>You can blend metrics across platforms (with no limits), standardize dimensions, and create custom tags by client, campaign, region, or account manager. \u003C/p>\u003Cp>As \u003Ca href=\"https://www.linkedin.com/in/tanjastjepanovic/\">Tanja Keglić\u003C/a>, Performance Marketing Manager at \u003Ca href=\"https://www.achtzehngrad.at/en\">Achtzehn Grad\u003C/a>, and our power user puts it:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Achtzehn_Grad_review_4838a13b54.png\" alt=\"Achtzehn Grad Review - A woman sitting and a quote about the software.\">\u003C/p>\u003Ch3>5. AI reporting isn’t working as users want\u003C/h3>\u003Cp>AgencyAnalytics has two AI features on its platform, designed to help users create reports more quickly.\u003C/p>\u003Cp>The AI summaries provide a quick overview of specific sections in your report, and I was able to find it from the Objects tab:\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_AI_summary_903a52c60a.png\" alt=\"\">While I think these AI features sound useful in theory, users say they’re generating random numbers and advice, and there are bugs. One \u003Ca href=\"https://www.reddit.com/r/DigitalMarketing/comments/1aqqrob/comment/mleoaeg/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> said this specifically:\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_review_about_ai_7a2fac58a9.png\" alt=\"Agency Analytics Review - Reddit post describing issues with an AI module.\">\u003C/figure>\u003Cp>You can also see here that the generated summary text is extremely long and clunky: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_AI_summary_e02e8e8a6c.png\" alt=\"Agency Analytics AI Summary - An executive summary with session data from marketing channels.\">\u003C/p>\u003Cp>At Whatagraph, we give you full flexibility over how you want your performance summaries to be like. \u003C/p>\u003Cp>You can adjust three key things: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Style: \u003C/strong>Do you want the AI to write summaries, wins, recommendations, or issues? \u003C/li>\u003Cli>\u003Cstrong>Format:\u003C/strong> Do you want a long or short summary? \u003C/li>\u003Cli>\u003Cstrong>Language:\u003C/strong> Do you want it to be in English, Dutch, German, French, Portuguese, or Spanish? \u003C/li>\u003C/ul>\u003Cp>Plus, once the summaries are generated, you can still fully edit them to fit your brand tone and voice. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ai_summaries_7e0b125403.gif\" alt=\"\">\u003C/p>\u003Cp>Plus, because these performance summaries are based on native, stable integrations with the source platforms and data sources, your summaries are always accurate. \u003C/p>\u003Cp>Whatagraph also offers an AI chatbot where you can ask any questions about your connected data or campaigns — just like talking to your personal data expert or ChatGPT. \u003C/p>\u003Cp>For example, you can ask “What was the total ad spend last month?” and it’ll give you succinct answers in seconds. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_chatbot_b07fd4c961.gif\" alt=\"AI Chatbot - A dashboard with reports, team member counts, and folder organization.\">\u003C/p>\u003Cp>Want to see Whatagraph can do for you? \u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to our team today\u003C/a>. \u003C/p>","2025-04-28T03:57:26.289Z","2025-05-28T14:37:48.566Z","2025-04-28T05:58:45.149Z","2025-04-28",{"id":529,"title":530,"slug":531,"summary":532,"body":533,"read_time":270,"createdAt":534,"updatedAt":535,"publishedAt":536,"errors":537,"table_of_contents":32,"dateReorder":538},1944,"10 Best Marketing Dashboard Examples to Get Inspiration From","marketing-dashboard-examples","\u003Cp>\u003Cspan style=\"color:#000000;\">Looking for marketing dashboard examples that are actually useful?\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Here you’ll find 10 inspiring marketing dashboard examples—divided into categories, like social media, email marketing, white-label, and marketing KPIs.\u003C/span>\u003C/p>","\u003Cp>The problem with most marketing dashboards is that they’re filled with data, but they don’t tell a clear story. This leaves clients more confused than informed.\u003C/p>\u003Cp>The best marketing dashboards highlight the KPIs that truly matter, show trends over time, and explain what actionable steps clients can take next.\u003C/p>\u003Cp>In this article, I’ll show you the best examples of marketing dashboards. For each marketing dashboard, I’ll cover:\u003C/p>\u003Cp>1. What is it best for?\u003C/p>\u003Cp>2. What key metrics should you include?\u003C/p>\u003Cp>3. How to structure it?\u003C/p>\u003Cp>I’ll also share marketing dashboard templates and best practices collected from agency leaders and marketing experts.\u003C/p>\u003Cp>Let’s begin.\u003C/p>\u003Ch2>10 Marketing Dashboard Examples To Steal (+ Templates To Use) \u003C/h2>\u003Cp>Here’s a list of the digital marketing dashboard examples I’ll go through today:\u003C/p>\u003Col>\u003Cli>White-label dashboard \u003C/li>\u003Cli>Marketing KPI dashboard\u003C/li>\u003Cli>Digital marketing dashboard\u003C/li>\u003Cli>Small business dashboard\u003C/li>\u003Cli>Social media dashboard\u003C/li>\u003Cli>Email marketing dashboard\u003C/li>\u003Cli>e-Commerce marketing dashboard\u003C/li>\u003Cli>Google Ads dashboard\u003C/li>\u003Cli>Google Analytics dashboard\u003C/li>\u003Cli>Facebook Ads dashboard\u003C/li>\u003C/ol>\u003Cp>These marketing dashboards are meant to be used as inspiration, but Whatagraph gives you a shortcut for building dashboards—instantly.\u003C/p>\u003Cp>You can use \u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph IQ\u003C/a> to create reports, color schemes, and widgets—all without any manual work.\u003C/p>\u003Cp>It works in three simple steps:\u003C/p>\u003Col>\u003Cli>Choose “Create with IQ” under New Report.\u003C/li>\u003Cli>Select your data sources\u003C/li>\u003Cli>Type in your prompt and explain what type of report you want to create. For example, a prompt could be, \u003Ci>“Create a cross-channel report highlighting the top channels and ad campaigns.”\u003C/i>\u003C/li>\u003C/ol>\u003Cp>And that’s literally it. Wait a few seconds and you’ll have a full report.\u003C/p>\u003Cp>See how it works in this video: \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=M49D5LQZdhg\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/M49D5LQZdhg\" 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>1. White Label Dashboard Example\u003C/h2>\u003Cp>A \u003Ca href=\"https://whatagraph.com/white-label-dashboard\">white-label dashboard\u003C/a> lets you fully customize the look and feel of your dashboards and reports. You can add your agency's name, logo, brand colors, text style, and more.\u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Agencies with 10+ clients that want to match their clients' branding.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/White_labeled_marketing_dashboard_example_a49766611a.png\" alt=\"White Labeled Marketing Dashboard Example - Marketing dashboard with charts, key metrics, and performance indicators.\n\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Conversion rate:\u003C/strong> Identify the number of times users took a specific action, like signing up or making a purchase. \u003C/li>\u003Cli>\u003Cstrong>Impressions: \u003C/strong>Find out how often your ads are displayed to potential customers.\u003C/li>\u003Cli>\u003Cstrong>Sessions: \u003C/strong>See how many individual visits there are to your website.\u003C/li>\u003Cli>\u003Cstrong>Top performing ads: \u003C/strong>Find the best-performing ads from all of your channels.\u003C/li>\u003Cli>\u003Cstrong>Revenue: \u003C/strong>Important for understanding the total revenue from your marketing efforts.\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Branded visuals:\u003C/strong> Start by modifying your dashboard name and adding your logo. Add new color themes, branded subdomain, footer texts, comments, and more.\u003C/li>\u003Cli>\u003Cstrong>Performance overview:\u003C/strong> Show marketing goals reached, new followers, likes, sessions, and impressions across all channels.\u003C/li>\u003Cli>\u003Cstrong>Device breakdown: \u003C/strong>Break down performance by devices. Show if desktops, tablets, or mobile devices are bringing the most results.\u003C/li>\u003Cli>\u003Cstrong>Ad creative breakdown: \u003C/strong>Visually display the best-performing ad creatives. Show the engagement metrics, such as likes, shares, and comments.\u003C/li>\u003Cli>\u003Cstrong>Recommendations:\u003C/strong> Clients want to hear what’s working, what needs attention, and where to pivot. Add a section with actionable steps focusing on these factors.\u003C/li>\u003C/ul>\u003Cp>On the topic of structuring your white-label dashboard, this is what Odi Caspi, the founder of \u003Ca href=\"https://happyppc.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">Happy PPC\u003C/a>, recommended doing:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>We’ll often include short notes or examples alongside metrics to demonstrate what they mean, highlight successes, or describe what actions we are taking where there are issues. It helps make reading the reports more reassuring for clients, rather than risk leaving anything open to interpretation.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>One “hack” for adding notes for metrics is using Whatagraph’s AI performance summaries.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/iSPwtS8DqGg\" 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>Ask Whatagraph’s AI to summarize the available data. After this, you can simply add it to your Text Widget.\u003C/p>\u003Cp>You can always modify the text further to add a bit of a human touch.\u003C/p>\u003Ch2>2. Marketing KPI Dashboard Example\u003C/h2>\u003Cp>A \u003Ca href=\"https://whatagraph.com/metrics-dashboard\">marketing KPI dashboard\u003C/a> aggregates data from multiple sources, such as PPC, social media, and email—to show a 360-degree view of marketing performance.\u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> A comprehensive snapshot of clients’ campaign performance across multiple channels.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_dashboard_example_71c60a4810.png\" alt=\"Marketing Dashboard Example - A dashboard showing performance and acquisition metrics with charts and tables.\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Conversion rate: \u003C/strong>Shows how effectively you’re able to get new users to take a specific action, like purchase.\u003C/li>\u003Cli>\u003Cstrong>Average order value:\u003C/strong> Important for understanding the average amount spent per transaction.\u003C/li>\u003Cli>\u003Cstrong>Website traffic and sources: \u003C/strong>Helps understand the effectiveness of different website traffic sources.\u003C/li>\u003Cli>\u003Cstrong>Leads by date: \u003C/strong>Tracks how many leads were generated over a specific time period.\u003C/li>\u003Cli>\u003Cstrong>Top performing ads: \u003C/strong>Useful for understanding what ads are performing the best.\u003C/li>\u003Cli>\u003Cstrong>Revenue\u003C/strong>: Key for determining if marketing campaigns are bringing in the necessary revenue.\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>KPI overview: \u003C/strong>Display the 3-5 main KPIs at the beginning. These can be the number of new users, average order value, item quantity, CTR, and more.\u003C/li>\u003Cli>\u003Cstrong>Monthly performance:\u003C/strong> Create a chart showing performance by month—the total spend, impressions, link clicks, ROAS, and more.\u003C/li>\u003Cli>\u003Cstrong>Campaign overview:\u003C/strong> List the top campaigns by new leads, impressions, CTR, bounce rate, and more.\u003C/li>\u003Cli>\u003Cstrong>Performance funnel overview: \u003C/strong>Display your sales funnel and each of its steps. Outline where improvements can be made and what needs further work.\u003C/li>\u003Cli>\u003Cstrong>Secondary KPIs: \u003C/strong>Show any secondary KPIs in simple graphs or charts. Like one \u003Ca href=\"https://www.reddit.com/r/BusinessIntelligence/comments/1ijsnmt/comment/mcn8u4b/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit user\u003C/a> said, you can go into deeper insights if your clients, marketing, or sales team requires that:\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>One thing our team wanted to know is where to invest marketing $$ to get more downloads. It is a simple question, but the answer is deeper than you might think. We need to combine product usage and retention data with the associated marketing channel that we acquired.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Recommendations: \u003C/strong>Suggest the next steps with simple bullet points. What’s working? What’s not? How can we improve our campaigns? \u003C/li>\u003C/ul>\u003Ch2>3. Digital Marketing Dashboard Example\u003C/h2>\u003Cp>\u003Ca href=\"https://whatagraph.com/digital-marketing-dashboard\">Digital marketing dashboards\u003C/a> pull performance data from all digital channels (e.g., website, social media, and email marketing) into one view. \u003C/p>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Understanding return on investment across channels, tracking performance goals, and identifying conversion trends over time.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/digital_channel_dashboard_example_08b01d0cfa.png\" alt=\"Digital Channel Dashboard Example - Dashboard with charts and metrics for organic traffic and Facebook ads.\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>New followers:\u003C/strong> A key metric for tracking audience growth.\u003C/li>\u003Cli>\u003Cstrong>Likes, comments, shares: \u003C/strong>Helps to measure engagement per marketing platform.\u003C/li>\u003Cli>\u003Cstrong>Return on ad spend (ROAS): \u003C/strong>Shows the revenue earned for every dollar spent.\u003C/li>\u003Cli>\u003Cstrong>Goal completions: \u003C/strong>Ideal metric for tracking the percentage of people who complete a specific action, such as signing up for a newsletter.\u003C/li>\u003Cli>\u003Cstrong>Website traffic sources: \u003C/strong>Helpful for understanding where users come from (paid, organic search, direct, etc.)\u003C/li>\u003C/ul>\u003Cp>Data accuracy is key to online marketing metrics. You’ll most likely pull data from multiple sources and want accurate cross-channel insights.\u003C/p>\u003Cp>This is what Odi from Happy PPC had to say about it:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>As a PPC agency, the accuracy of the data coming into the dashboard is critical; if the numbers aren’t reliable, then we cannot get accurate insights into how campaigns are performing. We also rely on real-time data syncing, having flexible filtering options, and the ability to pull information from multiple ad platforms into one report.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>At Whatagraph, \u003Ca href=\"https://whatagraph.com/integrations\">our integrations\u003C/a> are fully managed, which means they’re more reliable than third-party connectors you’d get from different vendors.\u003C/p>\u003Cp>We also offer a 30-minute consistent data refresh rate across all data sources and blends—meaning your cross-channel insights are always up-to-date every 30 minutes. \u003C/p>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Performance overview:\u003C/strong> What are your clients’ or marketing teams' 3-5 key performance metrics? List them at the beginning of your digital marketing dashboard.\u003C/li>\u003Cli>\u003Cstrong>Traffic overview:\u003C/strong> Show which channels bring in the most traffic. Highlight direct, paid, referral, organic traffic, and more.\u003C/li>\u003Cli>\u003Cstrong>Cross-channel performance: \u003C/strong>Break down organic, paid ads, and email marketing performance side-by-side.\u003C/li>\u003Cli>\u003Cstrong>Conversion insights: \u003C/strong>Create a chart showing the number of conversions per day. This gives a quick overview of how conversions are evolving overtime.\u003C/li>\u003Cli>\u003Cstrong>Custom filters: \u003C/strong>Make it possible for users to adjust the view by date, campaign, or region.\u003C/li>\u003C/ul>\u003Ch2>4. Small Business Dashboard Example\u003C/h2>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Small_business_dashboard_example_26e499f253.png\" alt=\"Small Business Dashboard Example - A dashboard showing total sessions, users, engagement rate, revenue, and recommendations.\n\">\u003C/figure>\u003Cp>A \u003Ca href=\"https://whatagraph.com/small-business-dashboard\">small business dashboard\u003C/a> is great for tracking how your business grows over time. It helps you identify trends, like which channels perform the best, so you can adapt.\u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Tracking and visualizing high-level business metrics, like new leads, revenue, and total spent. \u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>New leads:\u003C/strong> Tracks new customers gained daily, weekly, or monthly.\u003C/li>\u003Cli>\u003Cstrong>Revenue:\u003C/strong> The total revenue generated (can be overall, monthly, weekly, etc.)\u003C/li>\u003Cli>\u003Cstrong>Sessions over time: \u003C/strong>The number of site visits across days/weeks.\u003C/li>\u003Cli>\u003Cstrong>Total spent: \u003C/strong>Measures the total spent across all your campaigns.\u003C/li>\u003Cli>\u003Cstrong>Cost per conversion:\u003C/strong> Reveals how efficiently your campaigns generate purchases.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Small_business_dashboard_KP_Is_114a1c96b9.png\" alt=\"Small Business Dashboard KPIs - Dashboard showing sessions, new users, engagement rate, goal completions, leads, and revenue.\">\u003C/figure>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>KPI snapshot at the top: \u003C/strong>Highlight key metrics at the top—goal completions, new leads, revenue, and total spent.\u003C/li>\u003Cli>\u003Cstrong>Channel summary table: \u003C/strong>Summarize each marketing channel in one table for easy comparison.\u003C/li>\u003Cli>\u003Cstrong>Traffic overview: \u003C/strong>Display how website sessions evolve over time. Spot traffic trends and keep on track with your traffic goals.\u003C/li>\u003Cli>\u003Cstrong>Audience overview:\u003C/strong> Dive into the audience demographics. Explain who your customers are, their interests, and the devices used.\u003C/li>\u003Cli>\u003Cstrong>Insights and next steps: \u003C/strong>Explain campaign insights and the next steps for improving the results.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Small_business_dashboard_insights_and_next_steps_bf1cc72d0b.png\" alt=\"Small Business Dashboard - Summary of website wins, issues, and recommendations.\">\u003C/p>\u003Ch2>5. Social Media Dashboard Example\u003C/h2>\u003Cp>A \u003Ca href=\"https://whatagraph.com/social-media-report-tool\">social media dashboard\u003C/a> lets you bring all of your social media data—Facebook, LinkedIn, TikTok, Instagram, and more—into one place. \u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Blending similar metrics from all social media channels together to see the big picture of the performance.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Social_media_dashboard_example_07841316c7.png\" alt=\"Social Media Dashboard Example - A dashboard displaying social media performance metrics.\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Conversions by platform:\u003C/strong> Shows which channels drive the most results.\u003C/li>\u003Cli>\u003Cstrong>Click-through rate:\u003C/strong> Measures the new users who clicked on your ads or posts.\u003C/li>\u003Cli>\u003Cstrong>Likes, comments, shares:\u003C/strong> Helps understand how your social media posts perform.\u003C/li>\u003Cli>\u003Cstrong>Bounce rate:\u003C/strong> The number of people who leave immediately after clicking through.\u003C/li>\u003Cli>\u003Cstrong>Country activity: Which countries are bringing in the most clicks and conversions?\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Follower growth: New followers gained over time.\u003C/strong>\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cp>Start with an overview, so clients can quickly see what’s going on in the social media campaigns.\u003C/p>\u003Cp>This is what Caleb Johnstone, the SEO Director at Paperstack, also recommended:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>I personalize the dashboard to ensure that I only add the most important metrics. I use simple explanations and do not use jargon.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Cross-channel campaign performance:\u003C/strong> Display how your campaigns are performing across all channels. Show conversion rate, new users, target progress, and total sessions.\u003C/li>\u003Cli>\u003Cstrong>Performance by channel: \u003C/strong>Divide each channel into its own section for deeper insights. Show each channels key metrics—for example total followers, clicks, likes, and comments for LinkedIn.\u003C/li>\u003Cli>\u003Cstrong>Actionable tips:\u003C/strong> Create a performance summary using AI and explain actionable steps you can take.\u003C/li>\u003C/ul>\u003Ch2>6. Email Marketing Dashboard Example\u003C/h2>\u003Cp>An \u003Ca href=\"https://whatagraph.com/templates/email-marketing-dashboard\">email marketing dashboard\u003C/a> gives you an overview of your most important email marketing metrics, like open rate, click-through rate, and bounce rate.\u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Tracking and optimizing email campaigns and comparing the performance to other channels, like social media or PPC.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Email_marketing_dashboard_example_19bcebd80a.png\" alt=\"Email Marketing Dashboard Example - Dashboard with charts, graphs, funnels and data visualization cards.\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Transaction revenue:\u003C/strong> The total revenue generated. Important for tracking the effectiveness of your email campaigns.\u003C/li>\u003Cli>\u003Cstrong>Emails sent: \u003C/strong>Total emails sent across all email campaigns.\u003C/li>\u003Cli>\u003Cstrong>Open rate: \u003C/strong>Helpful for tracking the relevance of your preview texts and subject lines.\u003C/li>\u003Cli>\u003Cstrong>Reply rate: \u003C/strong>The percentage of people who replied to your email.\u003C/li>\u003Cli>\u003Cstrong>Bounce rate: \u003C/strong>Measures how many emails were not delivered.\u003C/li>\u003Cli>\u003Cstrong>Unsubscribe rate: \u003C/strong>The total number of people who opted out. An important metric for maintaining a good sender reputation.\u003C/li>\u003Cli>\u003Cstrong>CTR: \u003C/strong>The number of people who click through to your website/landing page after seeing your email.\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Performance summary:\u003C/strong> Transaction revenue, email campaign sales, conversion rate, and average order value are all key metrics to include here. According to \u003Ca href=\"https://www.reddit.com/r/BusinessIntelligence/comments/1ijsnmt/comment/mbs8g7x/\" target=\"_blank\" rel=\"noopener noreferrer\">this user\u003C/a>, focusing on key metrics is key for simplicity:\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Most stakeholders want answers, not the ability or time required to slice and dice data.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Campaign table: \u003C/strong>Show the top email campaigns—ranked by the number of transactions, average order value, and transaction value.\u003C/li>\u003Cli>\u003Cstrong>Sales channel overview: \u003C/strong>Compare email marketing performance with paid ads, organic, referral, and other channels.\u003C/li>\u003Cli>\u003Cstrong>Acquisition overview:\u003C/strong> Create a table listing products and categories with the most sales from the email campaigns.\u003C/li>\u003C/ul>\u003Ch2>7. E-commerce Marketing Dashboard Example\u003C/h2>\u003Cp>No matter the ecommerce platform you use, an \u003Ca href=\"https://whatagraph.com/ecommerce-reporting-software\">ecommerce marketing dashboard\u003C/a> shows you real-time sales data across all marketing data sources. \u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Ecommerce businesses that need to understand which products, channels, or campaigns drive most of the revenue.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ecommerce_dashboard_example_9e1d86e565.png\" alt=\"Ecommerce Dashboard Example - A dashboard displaying ecommerce monitoring reports with charts and tables.\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Total revenue:\u003C/strong> Tie your marketing campaigns directly to business outcomes.\u003C/li>\u003Cli>\u003Cstrong>Average order value: \u003C/strong>How much is the average customer spending in your store?\u003C/li>\u003Cli>\u003Cstrong>Amount spent: \u003C/strong>Helps understand if you’re staying within your marketing budget or not.\u003C/li>\u003Cli>\u003Cstrong>Website traffic: \u003C/strong>The number of new visitors from your marketing campaigns.\u003C/li>\u003Cli>\u003Cstrong>Item quantity:\u003C/strong> Do you have enough items in stock? The total item quantity helps to track that.\u003C/li>\u003Cli>\u003Cstrong>Customer lifetime value (LTV): \u003C/strong>A key metric for tracking the total revenue of your average customer.\u003C/li>\u003Cli>\u003Cstrong>Cart abandonment rate: \u003C/strong>An Indicator of how effective your cart and checkout process is.\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Campaign overview:\u003C/strong> Highlight revenue, average order value, amount spent, total revenue, and sales goals.\u003C/li>\u003Cli>\u003Cstrong>Revenue source overview:\u003C/strong> Clearly show the highest revenue sources—whether they’re paid ad, organic, or email campaigns.\u003C/li>\u003Cli>\u003Cstrong>Acquisition cost:\u003C/strong> Create a chart comparing ad cost and revenue over time.  \u003C/li>\u003Cli>\u003Cstrong>Product performance table: \u003C/strong>Create a table listing the products that bring the most revenue. Track the item quantity to make sure you have enough stock.\u003C/li>\u003Cli>\u003Cstrong>Ecommerce sales funnel:\u003C/strong> Visualize drop-off from sessions to checkout and transactions.\u003C/li>\u003Cli>\u003Cstrong>Audience performance:\u003C/strong> List the countries bringing the most conversions, sales by customer type, devices used, and hours when sales are highest.\u003C/li>\u003C/ul>\u003Ch2>8. Google Ads Dashboard Example\u003C/h2>\u003Cp>A \u003Ca href=\"https://whatagraph.com/templates/google-ads-report\">Google Ads dashboard\u003C/a> helps to track your Google Ads performance. You can combine Google Ads data with other channels, like TikTok or Meta Ads, to get a holistic view of the performance. \u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Understanding the ROI of your Google Ads campaigns, the best-performing ad campaigns, and which parts of your marketing funnel are broken or working.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/google_ads_campaign_dashboard_example_9732aefeda.png\" alt=\"Google Ads Campaign Dashboard Example - A dashboard showing charts and metrics for a Google Ads campaign.\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Cost per click (CPC): \u003C/strong>How much are you paying for each click you get?\u003C/li>\u003Cli>\u003Cstrong>Clicks: \u003C/strong>How many people in total clicked on your ads?\u003C/li>\u003Cli>\u003Cstrong>Click-through rate (CTR): \u003C/strong>What percentage of people clicked through?\u003C/li>\u003Cli>\u003Cstrong>Return on ad spend (ROAS):\u003C/strong> How effectively are your Google Ads campaigns working?\u003C/li>\u003Cli>\u003Cstrong>Total spent:\u003C/strong> How much are you spending across all Google Ads campaigns?\u003C/li>\u003Cli>\u003Cstrong>Average order value: \u003C/strong>What is the average revenue per Google Ads customer?\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Performance overview: \u003C/strong>Show average CPC, conversion cost, ROAS, conversion funnel, CTR, and campaign cost.\u003C/li>\u003Cli>\u003Cstrong>Acquisition overview: \u003C/strong>Identify which keywords are bringing in the most conversions. Highlight each keyword's impressions, clicks, conversions, and CPC.\u003C/li>\u003Cli>\u003Cstrong>Recommendations: \u003C/strong>Summarize actionable steps based on your insights. Focus on boosting ROI, optimizing spend, and improving Google Ads effectiveness.\u003C/li>\u003C/ul>\u003Ch2>9. Google Analytics Dashboard Example\u003C/h2>\u003Cp>A \u003Ca href=\"https://whatagraph.com/google-analytics-4-dashboard\">Google Analytics dashboard\u003C/a> gives you deeper insights into your entire customer journey. It reveals who clicks on what, when they bounce, and why they convert (or don’t).\u003C/p>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Understanding user behavior and for better decision making on whether to double down or pivot your marketing strategy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/google_analytics_4_dashboard_example_d66a2fdcff.png\" alt=\"Google Analytics 4 Dashboard Example - Dashboard showing metrics for sessions, conversions, and user engagement.\n\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>New users:\u003C/strong> Shows how many new users are interacting with your website.\u003C/li>\u003Cli>\u003Cstrong>Engagement rate: \u003C/strong>Helps to understand how actively users interact with your content.\u003C/li>\u003Cli>\u003Cstrong>Top campaigns:\u003C/strong> The top campaigns driving the most traffic to your website.\u003C/li>\u003Cli>\u003Cstrong>Conversions by source: \u003C/strong>Find the marketing channels (e.g., Facebook Ads, Google Ads, or Instagram) bringing the most conversions.\u003C/li>\u003Cli>\u003Cstrong>Conversions by country:\u003C/strong> What countries are responsible for the most sales?\u003C/li>\u003Cli>\u003Cstrong>Sessions vs transactions: \u003C/strong>How many people visited your website vs. how much revenue they generated?\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Performance overview:\u003C/strong> Highlight cost per conversion, media spend, and total conversions.\u003C/li>\u003Cli>\u003Cstrong>Acquisition overview:\u003C/strong> List the channels bringing in the most conversions. Compare new and returning users, bounce rates, and conversion rates.\u003C/li>\u003Cli>\u003Cstrong>Website overview:\u003C/strong> Track user activity - visits, bounce rates, and length of stay - to locate engagement problems.\u003C/li>\u003Cli>\u003Cstrong>Audience overview:\u003C/strong> Show who your visitors are, their demographics, interests, and the devices used.\u003C/li>\u003Cli>\u003Cstrong>PPC channels overview:\u003C/strong> Highlight key ad metrics, like spend, conversions, clicks, and impressions. \u003C/li>\u003Cli>\u003Cstrong>Organic overview:\u003C/strong> Include average search positions, traffic patterns, and the CTR. Use the insights to improve your website's organic rankings.\u003C/li>\u003Cli>\u003Cstrong>Recommendations:\u003C/strong> Summarize actionable steps based on your insights. Focus on boosting ROI, optimizing spend, and improving campaign effectiveness.\u003C/li>\u003C/ul>\u003Ch2>10. Facebook Ads Dashboard Example\u003C/h2>\u003Cp>A \u003Ca href=\"https://whatagraph.com/templates/facebook-ads-dashboard\">Facebook Ads dashboard\u003C/a> gives an instant overview of your Facebook Ads campaign performance across all Facebook Ads accounts.\u003C/p>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Understanding Facebook Ads return on investment and what ad campaigns and creatives resonate most with your audience.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/facebook_ads_dashboard_template_15cf0ed9bb.png\" alt=\"Facebook Ads Dashboard Template - Dashboard featuring page metrics, charts, and graphs, for tracking performance.\">\u003C/p>\u003Ch3>Key metrics to include:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Clicks:\u003C/strong> Helpful for understanding if your ads resonate with your audience.\u003C/li>\u003Cli>\u003Cstrong>Cost per thousand impressions (CPM):\u003C/strong> Determine how effective your campaigns are at reaching people.\u003C/li>\u003Cli>\u003Cstrong>Click-through rate (CTR):\u003C/strong> Find out how many people click through on your Facebook Ads.\u003C/li>\u003Cli>\u003Cstrong>Return on ad spend (ROAS): \u003C/strong>Are your ads delivering a higher return than the amount you spend on them?\u003C/li>\u003Cli>\u003Cstrong>Conversion rate:\u003C/strong> How many clicks are leading to sales or signups?\u003C/li>\u003Cli>\u003Cstrong>Total spent: \u003C/strong>How much are you spending on Facebook Ads campaigns?\u003C/li>\u003C/ul>\u003Ch3>How to structure it:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Campaign overview:\u003C/strong> Show spend, clicks, ROAS, and top campaigns. Give clients a quick overview of campaign performance.\u003C/li>\u003Cli>\u003Cstrong>Creative performance:\u003C/strong> List the top-performing ad creatives. Show the total likes, comments, and shares for each.\u003C/li>\u003Cli>\u003Cstrong>Country insights:\u003C/strong> Break down performance by the country—or even the city if you target locally.\u003C/li>\u003Cli>\u003Cstrong>Cross-channel insights: \u003C/strong>Compare Facebook Ads performance with other channels. See the top revenue channels and tweak if necessary.\u003C/li>\u003C/ul>\u003Ch2>Create marketing dashboards that help to prove ROI to clients\u003C/h2>\u003Cp>No matter if you’re managing 1 or 50+ clients, the same principles apply for creating marketing analytics dashboards:\u003C/p>\u003Cul>\u003Cli>Start with a performance overview that highlights 3-5 key KPIs\u003C/li>\u003Cli>Show the metrics that truly matter to your clients—ROAS, CTR, churn rate, etc.\u003C/li>\u003Cli>Keep the layout clean. Make insights clear and actionable.\u003C/li>\u003Cli>Highlight the good and the bad. Explain the next steps.\u003C/li>\u003C/ul>\u003Cp>With Whatagraph, you can create these reports literally in seconds. Just explain to our AI tool the type of report you want to create and watch it get built in a few seconds.\u003C/p>\u003Cp>Ready to build reports that your clients look forward to seeing? \u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call with us here\u003C/a>. \u003C/p>","2020-03-18T16:22:25.000Z","2025-07-28T08:15:24.625Z","2025-07-28T08:15:24.613Z","","2025-07-18",{"id":540,"title":541,"slug":542,"summary":543,"body":544,"read_time":270,"createdAt":545,"updatedAt":546,"publishedAt":547,"errors":31,"table_of_contents":32,"dateReorder":548},2320,"A Complete Guide to Whatagraph Integrations","whatagraph-integrations","\u003Cp>So…you're considering Whatagraph and you'd like to know if it offers the integrations you need?\u003C/p>\u003Cp>I see you and I've got you covered. \u003C/p>","\u003Cp>In this article, you’ll find:\u003C/p>\u003Cul>\u003Cli>Which integrations are available, including our custom integrations\u003C/li>\u003Cli>How the integration set-up process works and how you can manage them\u003C/li>\u003Cli>What makes Whatagraph’s integrations stable and accurate\u003C/li>\u003C/ul>\u003Cp>You’ll also learn how Whatagraph’s integrations compare to those of competitors so you can choose the platform that best fits your needs.\u003C/p>\u003Ch2>Whatagraph integrations: what’s available out-of-the-box\u003C/h2>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_integrations_6f7c94481c.png\" alt=\"Whatagraph Integrations - A collection of logos representing different advertising platforms.\">Whatagraph has \u003Ca href=\"https://whatagraph.com/integrations\">55+ out-of-the-box integrations\u003C/a> in categories like paid ads, social media, SEO, email marketing, and call tracking.\u003C/p>\u003Cp>The integrations are fully managed, meaning there is no extra setup needed to connect.\u003C/p>\u003Cp>Here’s a breakdown of the available integrations:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Category\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Supported Platforms\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Paid Advertising\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/adform\">Adform\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/adroll\">AdRoll\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/amazon-ads\">Amazon Advertising\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/apple-search-ads\">Apple Search Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/basis-technologies\">Basis Technologies\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/campaign-manager-360\">Campaign Manager 360\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/criteo\">Criteo\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/facebook-ads\">Facebook Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/google-ad-manager\">Google Ad Manager\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/google-ads\">Google Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/google-display-and-video-360\">Google Display & Video 360\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/linkedin-ads\">LinkedIn Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/microsoft-ads\">Microsoft Advertising\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/pinterest-ads\">Pinterest Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/quora-ads\">Quora Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/reddit-ads\">Reddit Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/search-ads-360\">Search Ads 360\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"http://simpli.fi\">Simpli.fi\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/snapchat-ads\">Snapchat Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/spotify-ads\">Spotify Ads\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/stackadapt\">StackAdapt\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/taboola\">Taboola\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/trade-desk\">The Trade Desk\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/tiktok-ads\">TikTok Ads\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Social Media\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/facebook-page\">Facebook\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/instagram\">Instagram\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/linkedin\">LinkedIn\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/pinterest-organic\">Pinterest\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/reddit\">Reddit\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/tiktok\">TikTok\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/youtube\">YouTube\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>SEO\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/accuranker\">AccuRanker\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/ahrefs\">Ahrefs\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/google-my-business\">Google My Business\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/google-search-console\">Google Search Console\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">SE Ranking\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/semrush\">Semrush\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/seomonitor\">SEOMonitor\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Email marketing\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/activecampaign\">ActiveCampaign\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/campaign-monitor\">CampaignMonitor\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/constant-contact\">Constant Contact\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/klaviyo\">Klaviyo\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/mailchimp\">Mailchimp\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Analytics\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/appsflyer\">AppsFlyer\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/ga4\">Google Analytics 4\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/matomo\">Matomo\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/piwik-pro\">Piwik Pro\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Ecommerce\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/bigcommerce\">BigCommerce\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/magento\">Magento\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/shopify\">Shopify\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/woocommerce\">WooCommerce\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Call Tracking\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/callrail\">CallRail\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/calltrackingmetrics\">CallTrackingMetrics\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>CRM\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/hubspot\">HubSpot\u003C/a>\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations/salesforce\">Salesforce\u003C/a>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>\u003Cbr>We also have custom API, \u003Ca href=\"https://whatagraph.com/integrations/google-sheets\">Google Sheets\u003C/a>, and \u003Ca href=\"https://whatagraph.com/integrations/bigquery\">BigQuery\u003C/a>, so even if a specific integration isn’t available on this list, you can still pull data to Whatagraph. \u003C/p>\u003Cp>We’ll have a better look at this later under the Custom Integrations section.\u003C/p>\u003Ch2>How can I set up and customize Whatagraph integrations for my marketing data sources?\u003C/h2>\u003Cp>On Whatagraph, you have two ways to connect integrations: either directly from the report or through the “Connect” page on the dashboard.\u003C/p>\u003Cp>I’ll now show you how both of these work.\u003C/p>\u003Ch3>1. Connecting Integrations right from a Report\u003C/h3>\u003Cp>One way to add your integrations is right from your report, which you can create even if you haven’t connected your data sources yet.\u003C/p>\u003Cp>\u003Cstrong>Steps:\u003C/strong>\u003C/p>\u003Cp>1. Head to the \u003Cstrong>Sources\u003C/strong> drawer on the right side of your report:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_sources_drawer_bbf32cee12.png\" alt=\"Whatagraph Sources Drawer - Report edit screen showing data sources and widgets tabs.\">2. Click on \u003Cstrong>“Manage all sources.”\u003C/strong> \u003C/p>\u003Cp>3. You’ll be forwarded to the source management page where you need to click on the \u003Cstrong>“Connect an account”\u003C/strong> button: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Connect_new_source_on_Whatagraph_8007256c8b.gif\" alt=\"\">\u003C/p>\u003Cp>4. Once you add an account, select which sources you want to connect:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_select_data_sources_f47e598685.png\" alt=\"Whatagraph Select Data Sources - Pop-up window for data source selection.\">\u003C/p>\u003Cp>5. Go back to your report, and from the Sources drawer, click on the Change button next to the sample data source:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_change_sample_data_cff184f982.png\" alt=\"Whatagraph Change Sample Data - A dashboard with charts, graphs and an edit report box is shown.\">\u003C/p>\u003Cp>6. Click on “Save selection,” and that’s basically it! \u003C/p>\u003Cp>You can now follow the same process for all of your data sources or add integrations from the Connect tab, which we’ll look at next.\u003C/p>\u003Ch3>2. Connecting Integrations from the Connect Tab\u003C/h3>\u003Cp>To add integrations from the \u003Cstrong>Connect\u003C/strong> tab, follow these steps:\u003C/p>\u003Cp>1. Click on \u003Cstrong>“Connect sources” \u003C/strong>or \u003Cstrong>“Data sources”\u003C/strong> from the admin dashboard:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_connect_sources_tabs_cccbb71104.png\" alt=\"Whatagraph Connect Sources Tabs - Screenshot of Whatagraph's report dashboard.\">\u003C/p>\u003Cp>2. Press on \u003Cstrong>“Connect new source”\u003C/strong> and select your channel.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Connecting_a_source_2_c9c5c62005.gif\" alt=\"Connecting a Source - A modal window listing available sources with checkboxes.\">\u003C/p>\u003Cp>3. After selecting your channel, you can log in and select the channel account and data sources you wish to connect.\u003C/p>\u003Cp>4. All that’s left to do is to click on “Connect your data.”\u003C/p>\u003Ch3>3. Data management\u003C/h3>\u003Cp>After you’ve added your data sources, you can always make changes to them from the \u003Cstrong>Data sources\u003C/strong> page.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Add new channels, accounts, and data sources\u003C/li>\u003Cli>Transfer source ownership\u003C/li>\u003Cli>Assign tags and folders\u003C/li>\u003Cli>Change original currency\u003C/li>\u003Cli>Delete sources\u003C/li>\u003C/ul>\u003Cp>For example, if you have multiple Facebook ad accounts and previously connected only one, you can easily connect new ones.\u003C/p>\u003Cp>\u003Cstrong>To do this:\u003C/strong>\u003C/p>\u003Cp>1. Click on “Connect new source.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_connect_new_source_05f08addd2.png\" alt=\"Whatagraph Connect New Source - Dashboard with data sources, filters, and a connect new source button.\">2. Type in your channel name, which in our case is Facebook Ads. Select your channel.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_connect_new_source_tab_56b01c5ca0.png\" alt=\"Whatagraph Connect New Source Tab - Connect a new data source for Facebook Ads.\">\u003Cbr>3. After choosing your channel, you’ll see the accounts connected to Whatagraph, and you can also add new accounts.\u003C/p>\u003Cp>4. Below the accounts, you’ll see all of the available sources, and you can select new ones.\u003C/p>\u003Cp>5. Select the sources you wish to connect and click on “Connect your data.” \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_available_sources_102ad07fa6.png\" alt=\"Whatagraph Available Sources - Dialog box listing available data sources with checkboxes.\">\u003C/p>\u003Cp>If you need to remove a source, select all the sources and then click on the Trash Can button, which will prompt you to enter “Delete.” \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/How_to_remove_a_source_f7df3d5a45.gif\" alt=\"How To Remove A Source - A table displaying connected data sources with channel, account, status, and usage information.\">\u003C/p>\u003Ch2>Are there Custom Integrations Available on Whatagraph?\u003C/h2>\u003Cp>Yes, custom integrations are available. \u003C/p>\u003Cp>There are three ways to get them on Whatagraph, which I’ll show you next.\u003C/p>\u003Ch3>Does Whatagraph Offer Google Sheets Integration?\u003C/h3>\u003Cp>Yes, \u003Ca href=\"https://help.whatagraph.com/en/articles/6340702-google-sheets-how-to-use\">Google Sheets integration\u003C/a> is available.\u003C/p>\u003Cp>To create any type of widget with the Google Sheets integration, there needs to be at least one column with data, which Whatagraph will recognize as a metric.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_google_sheets_example_d3014405c1.png\" alt=\"Whatagraph Google Sheets Example - Spreadsheet showing ad campaign metrics, including date, impressions, and spend.\">\u003C/p>\u003Cp>To use our Google Sheets integration:\u003C/p>\u003Cp>1. Add Google Sheets as a new source to Whatagraph.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Google_sheets_integration_04d5525c6d.gif\" alt=\"Google Sheets Integration - Data source table with channel, account, tags, and currency information.\">\u003C/p>\u003Cp>2. When choosing Google Sheets as your data source, make sure to match the date range in Whatagraph with the one used in your Google Sheets file.\u003C/p>\u003Ch3>Does Whatagraph Offer Custom APIs Integration?\u003C/h3>\u003Cp>Whatagraph offers API access, which you can use to:\u003C/p>\u003Cul>\u003Cli>Bring in data from tools that aren’t natively supported (e.g., internal dashboards or ad networks)\u003C/li>\u003Cli>Sync metrics from spreadsheets, CRMs, or tools like Zapier\u003C/li>\u003Cli>Include performance data from offline sources (e.g., print campaigns or call center logs)\u003C/li>\u003Cli>Keep reports automatically updated with the latest data—no manual refresh needed\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>To use Whatagraph’s API, you need to:\u003C/strong>\u003C/p>\u003Cp>1. Click on \u003Cstrong>“Connect new source”\u003C/strong> within the \u003Cstrong>Data sources\u003C/strong> page.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/how_to_work_with_Whatagraph_API_42a6685487.gif\" alt=\"Whatagraph API - Data sources table with channel, account, tags, and status columns.\">\u003C/p>\u003Cp>2. Copy the \u003Cstrong>“Access Token”\u003C/strong> key, send it to your developers, and follow the steps \u003Ca href=\"https://api.whatagraph.com/public-api/index.html\" target=\"_blank\" rel=\"noopener noreferrer\">here\u003C/a>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_access_token_401ece6f54.png\" alt=\"Whatagraph Access Token - Modal window displaying an access token with a copy button.\">\u003C/p>\u003Cp>3. Finish connecting your Custom API source by selecting your source and clicking “Connect your data.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_select_data_sources_f47e598685.png\" alt=\"Whatagraph Select Data Sources - Pop-up window for data source selection.\">\u003C/p>\u003Cp>It’s important to note that Whatagraph’s API differs from most of its competitors, \u003Cstrong>which don’t actually let you pull third-party data.\u003C/strong>\u003C/p>\u003Cp>For example, the API from \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-integrations\">AgencyAnalytics’ integrations\u003C/a> are primarily to automate workflows within their platform—not to pull in new sources of data.\u003C/p>\u003Cp>This means you’ll still spend time manually bringing in data from platforms AgencyAnalytics doesn’t support.\u003C/p>\u003Ch3>Integration Requests\u003C/h3>\u003Cp>Less common, but still available for our users, is to request new integrations.\u003C/p>\u003Cp>And it’s safe to say that we take integration requests seriously. \u003C/p>\u003Cp>If there’s a feature or an integration you need, you can simply put up a feature request, and we'll most likely implement it. \u003C/p>\u003Cp>One of our customers, Stef Oosterik from \u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">Dtch. Digitals\u003C/a> appreciated this option and said that:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>80-90% of the necessary integrations we’ve requested have been implemented.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch2>Are Whatagraph’s Integrations Stable and Accurate?\u003C/h2>\u003Cp>I’ve now covered the basics, so let’s look at the integrations at a deeper level.\u003C/p>\u003Ch3>1. Fully-managed integrations\u003C/h3>\u003Cp>At Whatagraph, our customers tell us all the time how reliable our integrations are.\u003C/p>\u003Cp>The integrations are regularly managed by our engineers, and according to data from the past 6 months, our platforms has a 99.95% uptime. This means you never have to worry about integrations breaking down.\u003C/p>\u003Cp>Our customer Tanja Keglić from \u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">Achtzehn Grad\u003C/a> said:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>We don’t have any connection issues on Whatagraph at all. We just connected the platforms once, and that was it. Whatagraph is very, very quick when loading the data. Even when I change a source in the report, it’s super quick, and I barely ever have to wait.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Another \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9223919\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> appreciated Whatagraph’s ability to integrate with multiple data sources:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_comment_721c540c59.png\" alt=\"Whatagraph Comment - Review with star rating and written comment on the Whatagraph platform.\">\u003C/p>\u003Ch3>2. Near real-time data refresh rates\u003C/h3>\u003Cp>A common problem for marketing agencies with reporting tools is data delays or connectors simply breaking. This means you won’t always know if the data in your reports is up-to-date.\u003C/p>\u003Cp>For this reason, Whatagraph has consistent 30-minute data refresh rates \u003Cstrong>across all integrations, data sources, and accounts.\u003C/strong>\u003C/p>\u003Cp>All of this means:\u003C/p>\u003Cp>✅ You don’t need to worry about data being inaccurate for client calls\u003C/p>\u003Cp>✅ There’s no need to manually re-pull data from third-party platforms\u003C/p>\u003Cp>✅ You don’t need to spend time contacting support about data delays\u003C/p>\u003Cp>Our 30-minute data refresh applies across all pricing plans—no hidden costs involved.\u003C/p>\u003Cp>A few Whatagraph alternatives, like \u003Ca href=\"https://whatagraph.com/reviews/klipfolio\">Klipfolio\u003C/a>, offer faster data refreshes only on the most expensive pricing plans. \u003C/p>\u003Ch3>3. Responsive customer support\u003C/h3>\u003Cp>Customer support isn’t directly related to integrations, but it becomes important if you face any issues during the setup process.\u003C/p>\u003Cp>At Whatagraph, our live chat team responds in under 1 minute, meaning you’ll always have access to someone who knows our integrations inside and out. \u003C/p>\u003Cp>You also have access to a dedicated Customer Success Manager, who helps with bigger issues or feature requests.\u003C/p>\u003Cp>\u003Cstrong>Interested in using Whatagraph’s all-in-one marketing intelligence platform?\u003C/strong> Read other \u003Ca href=\"https://whatagraph.com/case-studies\">customer case studies here\u003C/a> or \u003Ca href=\"https://whatagraph.com/book-a-call\">talk to us today\u003C/a>.\u003C/p>","2024-08-08T12:12:10.532Z","2025-08-01T13:48:13.036Z","2024-08-08T12:16:10.593Z","2025-08-01",{"id":550,"title":551,"slug":552,"summary":553,"body":554,"read_time":270,"createdAt":555,"updatedAt":556,"publishedAt":557,"errors":31,"table_of_contents":32,"dateReorder":548},2286,"8 Best Marketing Data Platforms in 2025 (Features & Reviews)","marketing-data-platform","\u003Cp>\u003Cspan style=\"color:#000000;\">There are hundreds of marketing data platforms available. The problem isn’t a lack of them—it’s finding the few that actually deliver \u003Ci>real, measurable value\u003C/i>.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">In this article, I’ve done the heavy lifting for you. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">I reviewed dozens of marketing data platforms, compared their features, looked at G2 reviews, and shortlisted them into eight options.\u003C/span>\u003C/p>","\u003Cp>We talked to SMBs, agencies, and larger in-house marketing teams of what makes a good marketing data platform:\u003C/p>\u003Cp>\u003Cstrong>✅ Holistic data integration:\u003C/strong> The platform must seamlessly gather and centralize data from multiple sources (ads, social, CRM, email, web analytics, offline, etc.), breaking down silos for a complete, actionable view of each customer and all marketing performance\u003C/p>\u003Cp>\u003Cstrong>✅ Data accuracy:\u003C/strong> The connectors shouldn’t break or pull in delayed data - they should be stable and reliable, ensuring the data that appears on your dashboards are accurate & consistent at all times.\u003C/p>\u003Cp>\u003Cstrong>✅ Easy data cleansing and transformation:\u003C/strong> Reliable platforms automatically clean, normalize, and deduplicate data, ensuring that all insights are based on trustworthy, accurate information.\u003C/p>\u003Cp>\u003Cstrong>✅ Customizable dashboards and reports built in:\u003C/strong> No need for extra marketing tools — the best platforms come with native visualization layer.\u003C/p>\u003Cp>\u003Cstrong>✅ Advanced analytics & AI:\u003C/strong> Built-in machine learning, AI-powered querying, and predictive analytics help marketers extract deeper insights, spot trends, forecast performance, and automate decision-making without the need for technical expertise.\u003C/p>\u003Cp>With that said, below is a review of the eight best marketing data platforms.\u003C/p>\u003Ch2>8 Best Marketing Data Platforms in 2025\u003C/h2>\u003Cp>Here’s a list of all the tools I’ll be reviewing in this article:\u003C/p>\u003Col>\u003Cli>Whatagraph\u003C/li>\u003Cli>Adverity\u003C/li>\u003Cli>Klaviyo\u003C/li>\u003Cli>ReportGarden\u003C/li>\u003Cli>Bloomreach Experience\u003C/li>\u003Cli>Ortto\u003C/li>\u003Cli>Segment\u003C/li>\u003Cli>Insider\u003C/li>\u003C/ol>\u003Cp>Let’s begin.\u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Medium to large marketing agencies and teams with 10+ employees, looking for an all-in-one marketing intelligence platform.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=cRRlzVRm6W8\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/cRRlzVRm6W8\" 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 a marketing intelligence platform that makes it incredibly easy to connect, organize, visualize, and act on your marketing data. \u003C/p>\u003Cp>It’s not just a data pipeline tool for moving data, but it takes care of your entire data journey—from data connections to transformations to visualizations and analysis. \u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Stable, native integrations: \u003C/strong>Bring data from 55+ platforms in seconds through native \u003Ca href=\"https://whatagraph.com/blog/articles/whatagraph-integrations\">Whatagraph integrations\u003C/a> that don’t break. \u003C/li>\u003Cli>\u003Cstrong>Accurate data: \u003C/strong>Get a consistent 30-minute data refresh  on all plans to make sure you’re always seeing accurate and up-to-date data on your reports.\u003C/li>\u003Cli>\u003Cstrong>Done-for-you reports: \u003C/strong>Create entire reports, widgets, and even custom dimensions and metrics in seconds from simple prompts. \u003C/li>\u003Cli>\u003Cstrong>Instant insights: \u003C/strong>Ask AI to write performance summaries or give you succinct answers to all your answers. Make fast decisions without having to dig through dozens of reports and metrics. \u003C/li>\u003Cli>\u003Cstrong>Easy white-labeling:\u003C/strong> Just upload a screenshot of your brand book or type in a prompt and Whatagraph will brand your reports in the exact colors and fonts you want. Host and share your reports on a custom domain. \u003C/li>\u003Cli>\u003Cstrong>Automated report delivery:\u003C/strong> Share your reports any way your clients want—as scheduled emails, PDFs, or CSVs.\u003C/li>\u003C/ul>\u003Cp>Thanks to this all-in-one data stack, agencies like Peak Seven are saving up to \u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">63 hours per month on data analysis and reporting\u003C/a>, and democratizing insights for their clients and teams. \u003C/p>\u003Cp>Kim Strickland, Digital Marketing Specialist at Peak Seven, said:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\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 teams.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>But does Whatagraph check all the boxes for your team? Let’s have a look:\u003C/p>\u003Ch3>Feature 1: Ease of use\u003C/h3>\u003Cp>Whatagraph is incredibly simple and easy to use—so much so that marketers  don’t need to pretend to be a data scientist.\u003C/p>\u003Cp>Part of our “ease of use” comes from the fact that you don’t just have a “data platform” but an all-in-one marketing intelligence platform, where you can connect your data sources and natively visualize this data in dashboards and reports.\u003C/p>\u003Cp>This means you don’t need to learn how to use multiple tools (e.g. Looker Studio and Supermetrics) or have long onboarding calls with different Customer Success folks to start using Whatagraph.\u003C/p>\u003Cp>All you need to do is:\u003C/p>\u003Cul>\u003Cli>Connect and authenticate your sources through stable, native integrations\u003C/li>\u003Cli>Clean and organize your data—manually through simple workflows or with AI\u003C/li>\u003Cli>Tell us what kind of reports or widgets you want to build \u003C/li>\u003Cli>Upload a screenshot of your brandbook or type in a prompt\u003C/li>\u003C/ul>\u003Cp>And we’ll build a full-fledged report for you—with the exact data sources, metrics, and style and colors you want. \u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/Wi_mj76sTN0?feature=shared\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/Wi_mj76sTN0\" 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>This means:\u003C/p>\u003Cp>✅ You don’t need to “baby-sit” your data connections to make sure they’re not broken. Native integrations on Whatagraph means they’re always stable and seamless. \u003C/p>\u003Cp>✅ You don’t need to spend hours building your first report—it’s done in seconds.\u003C/p>\u003Cp>✅ You don’t need to work with codes or complicated setups to create custom dimensions and metrics.\u003C/p>\u003Cp>But don't take our word for it. Brutith I. Digital Marketing Specialist, says in \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-11069239\" target=\"_blank\" rel=\"noopener noreferrer\">this G2 review\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>The dashboards are clean, easy to build, and perfect for client reporting. It pulls in data from Google Ads, Meta, LinkedIn, and even TikTok without any hassle. I love how I can set up automated reports that look great and are client-ready. No more fiddling with spreadsheets or wasting time building slides.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Feature 2: Holistic data integration\u003C/h3>\u003Cp>At Whatagraph, we have 55+ native integrations to all popular social media, email, paid ads, SEO, and analytics platforms.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Social media:\u003C/strong> Facebook, Instagram, LinkedIn\u003C/li>\u003Cli>\u003Cstrong>SEO:\u003C/strong> Ahrefs, Google Search Console, Accuranker\u003C/li>\u003Cli>\u003Cstrong>eCommerce:\u003C/strong> Shopify, WooCommerce, BigCommerce\u003C/li>\u003Cli>\u003Cstrong>Email marketing: \u003C/strong>Klaviyo, ActiveCampaign, Mailchimp\u003C/li>\u003Cli>\u003Cstrong>PPC:\u003C/strong> Facebook Ads, LinkedIn Ads, Google Ads\u003C/li>\u003Cli>\u003Cstrong>Analytics:\u003C/strong> Google Analytics 4, Matomo, Piwik Pro\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations\">Explore all our integrations here.\u003C/a>\u003C/p>\u003Cp>Our Product team also regularly adds 3 new integrations every quarter. Reach out to us if you have one you need.\u003C/p>\u003Cp>Setting up these integrations is extremely easy—there’s no need for SQL or coding skills.\u003C/p>\u003Cp>You only need to:\u003C/p>\u003Cp>1. Choose a channel from the menu bar\u003C/p>\u003Cp>2. Connect your account\u003C/p>\u003Cp>3. Select your data sources\u003C/p>\u003Cp>And the data starts flowing in automatically. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_connect_new_source_aa8835b0d6.png\" alt=\"Whatagraph Connect New Source - A window shows a variety of PPC channels with their logos.\">\u003C/p>\u003Ch3>Feature 3: Clean, accurate data\u003C/h3>\u003Cp>Having all necessary integrations isn’t enough—the integrations should also be stable and reliable. That way, your reports and dashboards always have accurate and consistent data.\u003C/p>\u003Cp>Our \u003Cstrong>integrations are all built natively in-house\u003C/strong> and regularly maintained by our data engineers. Our whole platform (not just integrations) has an uptime of 99.95% based on data from the past 6 months - meaning system-wide outages are extremely rare.\u003C/p>\u003Cp>We also have an emergency alert that will wake up our engineers even if it’s 3 am where they are if there are system outages or huge issues, so they can get on it right away.\u003C/p>\u003Cp>All of this means:\u003C/p>\u003Cp>✅ \u003Cstrong>The integrations don’t break,\u003C/strong> and the data quality is always great\u003C/p>\u003Cp>✅ \u003Cstrong>Bugs get resolved faster\u003C/strong> without having to get a third-party company involved\u003C/p>\u003Cp>✅ \u003Cstrong>You can create custom metrics\u003C/strong> and dimensions by blending data from different sources\u003C/p>\u003Cp>Our customers, like Tanja Keglić from \u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">Achtzehn Grad\u003C/a>, appreciate this aspect:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>The biggest reason we chose Whatagraph was because of its holistic approach. We wanted to blend more sources together to see in one overview what's the performance and what we should change or adapt—and Whatagraph made this possible.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>PLUS, we offer a 30-minute consistent data refresh rate on all our pricing plans, which means your data is up-to-date and accurate every 30 minutes - no delays.\u003C/p>\u003Ch3>Feature 4: Automated dashboards and reports\u003C/h3>\u003Cp>When I say you can automatically create reports with Whatagraph, I literally mean that.\u003C/p>\u003Cp>There’s no need to drag-and-drop dashboard templates or widgets anymore. \u003C/p>\u003Cp>You simply need to tell \u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph’s IQ\u003C/a> what type of report you want, and we'll build it for you—in seconds.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_iq_new_report_0d2d1b6047.jpg\" alt=\"Whatagraph IQ New Report - Interface displaying report options with buttons and input field.\">\u003C/p>\u003Cp>Whatagraph’s IQ also expands to other areas of designing your reports. You can:\u003C/p>\u003Cp>\u003Cstrong>✅ Generate widgets and charts instantly:\u003C/strong> Create individual widgets using prompts (e.g., show me the top performing pages in a table format).\u003C/p>\u003Cp>\u003Cstrong>✅ Style your reports easily: \u003C/strong>Customize the color schemes of reports with a screenshot or prompt (e.g., turn the report into a dark mode dashboard).\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_iq_report_theme_cb8b57e17e.jpg\" alt=\"Whatagraph Iq Report Theme - Analytics dashboard with branding theme editor overlay.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Organize data automatically: \u003C/strong>You no longer need to create custom dimensions or data blends manually. With Whatagraph, you can just describe how you want to organize your data—like grouping campaign names by category or sorting product reviews by language—and we’ll create these automatically for you. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_iq_data_organize_433a856f0a.jpg\" alt=\"\">\u003C/p>\u003Cp>\u003Cstrong>✅ Talk with your data and extract insights:\u003C/strong> Ask questions about any of your data sources and get instant answers—no need to wait or dig around dozens of reports. Save time writing performance summaries by asking AI to do it for you for all your reports. \u003C/p>\u003Cp>Choose the content type (summaries, recommendations, wins, or issues) and language (we’ve got 18 different languages!) and edit what the AI wrote to add that human touch. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_iq_talk_with_data_2297b649f8.jpg\" alt=\"Whatagraph Iq Talk With Data - A list of monthly click-through rates for Facebook ads.\">\u003C/p>\u003Cp>All of this means you don’t need to:\u003C/p>\u003Cp>❌ Wrangle with data connectors\u003C/p>\u003Cp>❌ Work with ETL pipelines\u003C/p>\u003Cp>❌ Do coding or SQL\u003C/p>\u003Cp>Whatagraph’s IQ takes care  of all the tasks of a data scientist so you can focus on what you do best:\u003C/p>\u003Cp>✅ Cleans + transforms your data\u003C/p>\u003Cp>✅ Builds a report or dashboard from just a prompt\u003C/p>\u003Cp>✅ Styles your report from a screenshot or prompt \u003C/p>\u003Cp>✅ Sends you alerts for important changes\u003C/p>\u003Ch3>Whatagraph reviews from real users:\u003C/h3>\u003Cp>\u003Ci>“The dashboards are clean, easy to build, and perfect for client reporting. It pulls in data from Google Ads, Meta, LinkedIn, and even TikTok without any hassle. I love how I can set up automated reports that look great and are client-ready. No more fiddling with spreadsheets or wasting time building slides.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-11069239\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“An amazing reporting tool to showcase channel performance and to create blended performance reports for yourself or for clients.”\u003C/i> (\u003Ca href=\"https://www.capterra.com/p/146220/Whatagraph/#Capterra___6727843\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Cp>\u003Ci>“Apart from all the valuable things the tool has in itself, throughout the years we've chatted with their customer support for minor issues multiple times, and they were very quick to fix everything, of even make improvements based on our feedback. Stellar group of people, these.”\u003C/i> (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10926049\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/p>\u003Ch3>Whatagraph pricing:\u003C/h3>\u003Cp>Whatagraph's offers custom pricing plans depending on “source credits” and customization and data organization features.\u003C/p>\u003Cp>The source credits are used to connect data sources, blend cross-channel data, and send data from a source to a warehouse.\u003C/p>\u003Ch2>2. Adverity\u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Collecting third-party data and shipping it into Big Query, Looked Studio, etc.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/adverity_dashboard_fa0dd68309.jpg\" alt=\"Adverity Dashboard - Data integration platform interface showing datastream options.\">\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/reviews/adverity\">Adverity\u003C/a> is a marketing data tool that lets you blend disparate data sources, such as sales, finance, and marketing platforms, and share them with destinations of your choice. For example, you could collect social media data and share it with Looker Studio for cross-channel insights.\u003C/p>\u003Cp>Adverity constantly updates its API connections, but \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11294495\" target=\"_blank\" rel=\"noopener noreferrer\">users are concerned\u003C/a> because there have been no updates for its data visualization tool in over a year. This means that no new technologies like AI have been implemented, so much of the data visualization work is still highly manual.\u003C/p>\u003Ch3>What do real users say about the Adverity?\u003C/h3>\u003Cp>Most users agree that Adverity has done a good job with its API connectors, updating the existing ones constantly and adding new ones.\u003C/p>\u003Cp>What users don’t like is that the reporting side isn’t being updated. Adverity also has no reporting tool to track the internal team’s performance, which one \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10782828\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> didn’t like.\u003C/p>\u003Cp>\u003Ci>“The visualization suite is very nice, but it does feel a bit static at times. I think this portion of Adverity could be more customizable.” (\u003C/i>\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11285352\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_platforms_comment_1_1aef003d5d.png\" alt=\"Adverity review - Star rating and two customer reviews.\">\u003C/p>\u003Ch3>Adverity pricing:\u003C/h3>\u003Cp>Adverity doesn’t publish its plans on its pricing page, but its \u003Ca href=\"https://e2e-docs.adverity.com/portal/available-adverity-plans.htm\" target=\"_blank\" rel=\"noopener noreferrer\">help center article\u003C/a> gives some clues on the costs. There are two plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Standard: \u003C/strong>$500 per month, suited for SMBs using standard data connectors and destinations\u003C/li>\u003Cli>\u003Cstrong>Professional: \u003C/strong>$2000 per month, designed for larger teams that need more data rows\u003C/li>\u003C/ul>\u003Ch2>3. Klaviyo\u003C/h2>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Ecommerce businesses looking to get the most out of their marketing campaigns using customer data.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=_ZC7I8GXDfU\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/_ZC7I8GXDfU\" 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>Klaviyo was initially known as a platform for automating email and SMS campaigns, but it has now expanded into the customer relationship management (CRM) market. This means that you can use it to collect data from 350+ sources and improve your data analytics, service, and marketing efforts.\u003C/p>\u003Cp>It’s ideal if you want to use data for marketing automation. If you need to report on your data, Klaviyo isn’t the best choice, but it integrates with Whatagraph for that purpose.\u003C/p>\u003Ch3>What do real users say about Klaviyo?\u003C/h3>\u003Cp>Reviewers rave about Klaviyo’s automation flows and the ability to segment customers into different groups for better targeting.\u003C/p>\u003Cp>But some users are furious about the pricing and the constant increases in it. For example, \u003Ca href=\"https://www.g2.com/products/klaviyo/reviews/klaviyo-review-10441427\" target=\"_blank\" rel=\"noopener noreferrer\">one user\u003C/a> said, \u003Ci>“Klaviyo increased prices by up to 25% and tried to lock us into a two-year contract.”\u003C/i>\u003C/p>\u003Cp>\u003Ci>“Expensive” is also Klaviyo’s \u003C/i>\u003Ca href=\"https://www.g2.com/products/klaviyo/reviews#reviews\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>main con on G2\u003C/i>\u003C/a>\u003Ci>: \u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/klaviyo_main_con_g2_c49ca40860.png\" alt=\"Klaviyo Main Con - List of cons includes Expensive, Learning Curve, Missing Features, etc.\">\u003C/p>\u003Ch3>Klaviyo pricing:\u003C/h3>\u003Cp>Klaviyo has three base plans:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free:\u003C/strong> Free with 500 monthly emails and 150 SMS sends\u003C/li>\u003Cli>\u003Cstrong>Email:\u003C/strong> Starts from $45/month for 15,000 emails sent\u003C/li>\u003Cli>\u003Cstrong>Email \u003C/strong>+ SMS: Starts from $60/month for 15,000 emails + 1,250 SMS sent\u003C/li>\u003C/ul>\u003Cp>In addition to these base plans, there are three advanced plans for marketing:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Reviews:\u003C/strong> Starts from $25/month for 250 orders. Collect and display reviews within Klaviyo.\u003C/li>\u003Cli>\u003Cstrong>Marketing Analytics:\u003C/strong> Starts from $100/month. Gain better customer insights from your data.\u003C/li>\u003Cli>\u003Cstrong>Advanced Klaviyo Data Platform:\u003C/strong> Starts from $500/month. Helps you sync data to warehouses and other platforms\u003C/li>\u003C/ul>\u003Ch2>4. ReportGarden\u003C/h2>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Creating simple social media or SEO reports manually, with no extensive data blends, customization, or white labeling.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/reportgarden_dashboard_f9cd8cc48a.png\" alt=\"\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/reportgarden/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>ReportGarden is a simple reporting tool that lets you combine data from social media, paid ads, and SEO sources and turn it into reports.\u003C/p>\u003Cp>Compared to a few \u003Ca href=\"https://whatagraph.com/blog/articles/reportgarden-alternatives-and-competitors\">ReportGarden alternatives\u003C/a>, there are no AI tools to speed up building reports. To make a single report, you need to create multiple pages, create data blends, add widgets, and repeat this entire process multiple times.\u003C/p>\u003Ch3>What do real users say about ReportGarden?\u003C/h3>\u003Cp>ReportGarden users who only need basic reporting capabilities for a fair price appreciate the platform.\u003C/p>\u003Cp>However, more advanced data blends are not available, there’s no AI for analyzing reports, and there’s no option to view all key metrics for a particular client in one place. This makes it a no-go for most scaling teams.\u003C/p>\u003Cp>This \u003Ca href=\"https://www.g2.com/products/reportgarden/reviews/reportgarden-review-11051222\" target=\"_blank\" rel=\"noopener noreferrer\">ReportGarden user\u003C/a> concluded most users' thoughts:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_platforms_comment_2_96a54ded93.png\" alt=\"ReportGarden review - Text outlining a dislike for ReportGarden's limited customization.\">\u003C/p>\u003Ch3>ReportGarden pricing:\u003C/h3>\u003Cp>ReportGarden’s pricing page says the pricing plans start from $75/month, with a 14-day free trial.\u003C/p>\u003Ch2>5. Bloomreach Experience\u003C/h2>\u003Cp>\u003Cstrong>Best for: \u003C/strong>B2C brands looking to personalize every interaction between your brand and your customers. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/bloomreach_dashboard_a304b1937a.png\" alt=\"Bloomreach Dashboard - Interface showing automated email flow design.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/bloomreach-bloomreach/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>\u003C/p>\u003Cp>Bloomreach Experience Manager gives you the tools to create content on multiple channels from a single source. With its Relevance Module, specific content can be targeted at specific visitors based on their current context, past personal history, and matching personas.\u003C/p>\u003Cp>Bloomreach integrates data from multiple sources, like CRM, web analytics, and customer behavior tools. It’s mainly geared towards D2C businesses, making it unsuitable for agencies.\u003C/p>\u003Ch3>What do real users say about Bloomreach Experience?\u003C/h3>\u003Cp>Bloomreach has mostly received positive feedback on its platform, although \u003Ca href=\"https://www.g2.com/products/bloomreach-bloomreach/reviews/bloomreach-review-11099278\" target=\"_blank\" rel=\"noopener noreferrer\">many users say\u003C/a> it has a long learning curve.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.reddit.com/r/DigitalMarketing/comments/1jfz0ek/comment/mmlfl45/\">Reddit user\u003C/a> says Bloomreach's main advantages are its native Shopify integration and the ability to connect many different data sources.\u003C/p>\u003Cp>\u003Ci>“The main advantage is that it allows lots of different data connections, in and out. Basically, it´s very hard to call it limited in capabilities.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_platforms_comment_3_3c754491df.png\" alt=\"Bloomreach Experience review- A user comment on a social media platform.\">\u003C/p>\u003Ch3>Bloomreach Experience pricing:\u003C/h3>\u003Cp>Bloomreach offers three different pricing packages, all based on a custom quotation. To obtain the pricing, request it from Bloomreach’s sales team.\u003C/p>\u003Ch2>6. Ortto\u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> SaaS teams looking for a unified marketing automation, analytics, customer data, and support platform.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=mtwTLV55MY8\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/mtwTLV55MY8\" 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>Ortto is an all-in-one marketing data software best known for its data consolidation and multichannel automation. With it, you can unify data from all of your tools and use the insights to run personalized marketing campaigns.\u003C/p>\u003Cp>While you can't build fully-fledged reports, the self-serve analytics are available to get insights into the customer lifecycle.\u003C/p>\u003Ch3>What do real users say about Ortto?\u003C/h3>\u003Cp>One of Ortto’s main use cases is that you can easily build targeted flows that actually respond to what customers do. There’s also a visual journey builder available for this, which users liked.\u003C/p>\u003Cp>But the learning curve for building these targeted workflows can be steep, which is the platform’s main drawback.\u003C/p>\u003Cp>\u003Ci>“The learning curve for setting up more complex automations is steeper than the marketing makes it sound, so if you’re completely new to automation, you might feel a bit lost at first.” (A \u003C/i>\u003Ca href=\"https://www.g2.com/products/ortto/reviews/ortto-review-11386679\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>G2 review\u003C/i>\u003C/a>\u003Ci>)\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_platforms_comment_4_c676431ae6.png\" alt=\"Ortto review - Text outlining dislikes of a marketing platform.\">\u003C/p>\u003Ch3>Ortto pricing:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Starter:\u003C/strong> $199/month. Built solely for email marketing\u003C/li>\u003Cli>\u003Cstrong>Professional:\u003C/strong> $599/month for 10,000 contacts. Includes email and SMS marketing\u003C/li>\u003Cli>\u003Cstrong>Business:\u003C/strong> $999/month for 10,000 contacts. Same as the Professional, but with more advanced reporting, custom user roles, and delivery optimization.\u003C/li>\u003Cli>\u003Cstrong>Enterprise:\u003C/strong> Pricing is based on a custom quotation\u003C/li>\u003C/ul>\u003Ch2>7. Segment\u003C/h2>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Creating targeted audiences and launching personalized customer journeys using marketing data and AI.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/segment_dashboard_6d2f25980c.png\" alt=\"Segment Dashboard - An interface showing data connections between sources and destinations.\">\u003C/p>\u003Cp>Twilio Segment is one of the leading customer data platforms. You can use it to collect, unify, and route customer data into any system—to create more personalized customer journeys.\u003C/p>\u003Cp>There’s a lot of customization available, but once you start doing more complex workflows, the high learning curve becomes apparent. One \u003Ca href=\"https://www.g2.com/products/twilio-segment/reviews/twilio-segment-review-10540560\" target=\"_blank\" rel=\"noopener noreferrer\">user said\u003C/a> the steep learning curve is a problem for even development teams.\u003C/p>\u003Ch3>What do real users say about Twilio Segment?\u003C/h3>\u003Cp>Many users find Segment ideal for tracking what events users do on your website and using this data for personalized marketing. One \u003Ca href=\"https://www.g2.com/products/twilio-segment/reviews/twilio-segment-review-10540560\" target=\"_blank\" rel=\"noopener noreferrer\">Segment user\u003C/a> also appreciated \u003Ci>“the many integrations with other tools, like OneSignal, UXCam, and Ajust.”\u003C/i>\u003C/p>\u003Cp>As a drawback, \u003Ca href=\"https://www.g2.com/products/twilio-segment/reviews/twilio-segment-review-10886295\" target=\"_blank\" rel=\"noopener noreferrer\">users have said\u003C/a> “there are integration issues,” which can cause data delays or inaccuracies.\u003C/p>\u003Cp>Users \u003Ca href=\"https://www.g2.com/products/twilio-segment/reviews/twilio-segment-review-9082501\" target=\"_blank\" rel=\"noopener noreferrer\">on G2\u003C/a> also say\u003Ci> “the pricing is prohibitive for startups or smaller companies.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_platforms_comment_5_b297ecd833.png\" alt=\"Twilio Segment - Question asking dislikes with the answer \">\u003C/p>\u003Ch3>Twilio Segment pricing:\u003C/h3>\u003Cp>Twilio Segment has two pricing plans: Connections and Customer Data Platform (CDP). \u003C/p>\u003Cp>Both of these plans are based on a custom quotation, and you need to receive a demo.\u003C/p>\u003Ch2>8. Insider\u003C/h2>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Using marketing data to create personalized experience across 12+ channels (Website, SMS, email, app, social media, WhatsApp, etc).\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=1TXJSHHzHZo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/1TXJSHHzHZo\" 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>Insider provides one of the best personalization and AI optimization tools. Marketers use it to attribute customer data across channels and customer databases, predict their future behaviors using an AI intent engine, and orchestrate individual experiences.\u003C/p>\u003Cp>The AI tool, Sirius AI, helps you create new marketing campaigns based on insights from customer data and predictive data analytics.\u003C/p>\u003Ch3>What do real users say about Insider?\u003C/h3>\u003Cp>A lot of users like how Insider lets them deliver personalized customer experiences for customers at different times in the buyer's cycle.\u003C/p>\u003Cp>This is what \u003Ca href=\"https://www.g2.com/products/insider/reviews/insider-review-11340415\" target=\"_blank\" rel=\"noopener noreferrer\">one reviewer\u003C/a> said:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/marketing_data_platform_comment_6_99375d89bc.png\" alt=\"Marketing Data Platform Comment - Star rating of 4.5/5 with customer testimonial.\">\u003C/p>\u003Cp>As a downside, \u003Ca href=\"https://www.g2.com/products/insider/reviews/insider-review-11334395\" target=\"_blank\" rel=\"noopener noreferrer\">users on G2 say\u003C/a> the initial learning curve is long, especially if you’re not familiar with automated marketing concepts.\u003C/p>\u003Ch3>Insider pricing:\u003C/h3>\u003Cp>To get the pricing, you need to schedule a demo with Insider’s sales team.\u003C/p>\u003Ch2>Recap: Which Marketing Data Platform is Right For You?\u003C/h2>\u003Cp>Here’s a quick breakdown to help you choose the best tool for your needs:\u003C/p>\u003Cp>✅ If you want an all-in-one platform with zero learning curve and powerful AI features—choose Whatagraph.\u003C/p>\u003Cp>✅ If you only need basic social media and SEO reporting and don’t mind manual setup process—choose ReportGarden.\u003C/p>\u003Cp>✅ If you have a DTC brand and want to get the most out of your email and SMS campaigns using customer data—choose Klaviyo.\u003C/p>\u003Cp>✅ If you want to create personalized omnichannel campaigns across 12+ channels (Web, social media, email, etc.), — choose Insider.\u003C/p>\u003Cp>✅ If you need a unified data, marketing automation, and lifecycle analytics platform — choose Ortto.\u003C/p>\u003Cp>If you decide to choose Whatagraph, \u003Ca href=\"https://whatagraph.com/book-a-call\">we'd love to talk to you\u003C/a>. \u003C/p>","2023-05-24T08:12:04.374Z","2025-08-06T04:47:19.809Z","2023-05-24T08:12:48.794Z",{"id":529,"metaTitle":559,"metaDescription":560,"addNoIndex":15,"canonicalURL":31},"Elmeri Palokangas, Author at Whatagraph Blog","Elmeri is a content strategist and writer helping SaaS firms scale up with long and short-form content. ",[562,569,577,578],{"id":34,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},"DashThis","dashthis","Honest DashThis Reviews in 2025: Is It Right for You?","2025-04-30T09:55:45.011Z","2025-05-16T11:21:43.879Z","2025-04-30T11:18:07.604Z",{"id":570,"name":571,"slug":572,"title":573,"read_time":21,"createdAt":574,"updatedAt":575,"publishedAt":576},4,"Geckoboard","geckoboard","Honest Geckoboard Review in 2025: Is it Right for You?","2025-05-19T03:52:43.661Z","2025-05-19T10:15:32.511Z","2025-05-19T05:39:10.229Z",{"id":42,"name":415,"slug":416,"title":417,"read_time":62,"createdAt":418,"updatedAt":419,"publishedAt":420},{"id":17,"name":579,"slug":580,"title":581,"read_time":62,"createdAt":582,"updatedAt":583,"publishedAt":584},"Cyfe","cyfe","Honest Cyfe Review in 2025: Is it Right for You?","2025-06-02T13:12:47.232Z","2025-06-02T14:19:27.486Z","2025-06-02T14:14:43.689Z",[586,593],{"id":42,"__component":587,"target":588,"features":589,"pros":590,"cons":591,"description":592},"sections.tool-summary","Technical internal teams or data-savvy agencies needing deep customization, frequent internal KPI monitoring, and who are comfortable investing time in building dashboards manually.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Klipfolio\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">~140+ integrations\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Mixed reviews; many users report connections not working reliably\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Ease of use\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Steep learning curve; technical setup required for custom metrics or dashboards\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Data blending\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Possible but requires manual setup and technical know-how (coding/SQL)\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Internal dashboards\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Customizable with \"Klips\" (widgets), but editing flow is clunky (separate editor) and templates are limited\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Customizable reports\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Highly customizable within the Klips editor, but complex for combining multiple data sources\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Report sharing & automation\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Offers email, internal link, public link, and PDF/image downloads; email scheduling available\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Security\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">TLS 1.2 encryption, GDPR compliant, role-based access controls, SSO available on pricier plans\u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Supports many data sources (140+ integrations)\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Customizable charts for visualizing data\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Easy dashboard sharing\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Drag-and-drop customization (once \"Klips\" are created)\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Time-consuming to build dashboards \u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Slow to load, especially with complex tasks or large datasets\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Sub-par customer support for most plans\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Limited pre-built templates\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">No batch editing for reports\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Lack of AI features for insights or summaries\u003C/span>\u003C/li>\u003C/ul>","Klipfolio is a business intelligence (BI) platform that allows marketing teams and agencies to track KPIs and visualize data through customizable dashboards.",{"id":594,"__component":595,"content":596},84,"sections.rich-text-content","\u003Ch2 id=\"klipfolio-pricing\">Klipfolio Pricing\u003C/h2>\u003Cp>Let’s start with the pricing. The Klipfolio pricing plans are divided into two main categories: Business plans and Agency plans. \u003C/p>\u003Cp>To help you understand both of them, we’ve explained them below.\u003C/p>\u003Ch3 id=\"klipfolio-business-plans\">Klipfolio Business Plans\u003C/h3>\u003Cp>The Business plans are mainly for internal teams who want to track their team’s KPIs. \u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png\" srcset=\"https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=350 350w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=700 700w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=420 440w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=840 880w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=768 768w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=992 992w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=600 1200w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=720 1440w, https://media.whatagraph.com/klipfolio_business_pricing_a35f5e9153.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Business Pricing - Pricing table displaying four plans with monthly rates and features.\">\u003C/p>\u003Cp>For a detailed look at the Business plans, we’ve created an overview table below:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Plan\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Price\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Included Dashboards\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>What’s Included\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Base\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$90/month, or $80/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">3\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>4-hour data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>Add your logo\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Grow\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$190/month, or $170/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">10\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>1 hour data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Link sharing\u003C/li>\u003Cli>Report scheduling\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>Add your logo\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Team\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$350/month, or $310/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">20\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>15-minute data refresh\u003C/li>\u003Cli>Scheduled data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Link sharing\u003C/li>\u003Cli>Report scheduling\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>Add your logo\u003C/li>\u003Cli>Single sign-on (SSO)\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Team+\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$690/month, or $600/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">40\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>15-minute data refresh\u003C/li>\u003Cli>Scheduled data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Link sharing\u003C/li>\u003Cli>Report scheduling\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>Add your logo\u003C/li>\u003Cli>Single sign-on (SSO)\u003C/li>\u003Cli>Custom onboarding\u003C/li>\u003Cli>Priority support\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3 id=\"klipfolio-agency-plans\">Klipfolio Agency Plans\u003C/h3>\u003Cp>Klipfolio’s Agency plans are similar to the Business plans, but each plan also has a limit for the number of clients you can manage. \u003Cbr>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png\" srcset=\"https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=350 350w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=700 700w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=420 440w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=840 880w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=768 768w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=992 992w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=600 1200w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=720 1440w, https://media.whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Agency Pricing - Pricing table with four plans: Starter, Lite, Pro, and Premier.\">\u003C/p>\u003Cp>As we did for the Business plans, here’s an overview of the Agency plans:\u003C/p>\u003Cfigure class=\"table\" style=\"float:left;\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Plan\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Price\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Included Dashboards\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Included Clients\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>What’s Included\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Starter\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$110/month, or $100/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">5\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">5\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>4-hour data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>Add your logo\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Lite\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$210/month, or $195/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">15\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">15\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>1 hour data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Link sharing\u003C/li>\u003Cli>Report scheduling\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>Add your logo\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Pro\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$420/month, or $380/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">30\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">30\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>30-minute data refresh\u003C/li>\u003Cli>Scheduled data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Link sharing\u003C/li>\u003Cli>Report scheduling\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>White-labeling\u003C/li>\u003Cli>Single sign-on (SSO)\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Premier\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$1,025/month, or $900/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">80\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">80\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users\u003C/li>\u003Cli>30-minute data refresh\u003C/li>\u003Cli>Scheduled data refresh\u003C/li>\u003Cli>130+ integrations\u003C/li>\u003Cli>Data modelling\u003C/li>\u003Cli>PDF reports\u003C/li>\u003Cli>Link sharing\u003C/li>\u003Cli>Report scheduling\u003C/li>\u003Cli>Pre-built templates\u003C/li>\u003Cli>White-labeling\u003C/li>\u003Cli>Custom theme\u003C/li>\u003Cli>Single sign-on (SSO)\u003C/li>\u003Cli>Custom onboarding\u003C/li>\u003Cli>Priority support\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cstrong>Heads-up:\u003C/strong> As you onboard more clients, the cost increases quickly. A 30+ client agency could easily pay $1000-2000+/mo.\u003C/p>\u003Ch3 id=\"key-takeaways-for-your-budget\">Key takeaways for your budget\u003C/h3>\u003Cp>\u003Cstrong>1. Pricing structure\u003C/strong>\u003C/p>\u003Cp>Each Klipfolio plan contains a set amount of dashboards and clients you can create/manage.\u003C/p>\u003Cp>If you exceed your plan's client limit, you need to upgrade to a higher plan, which can 2-3x the price quickly. Each extra dashboard also costs an extra $8/month.\u003C/p>\u003Cp>\u003Cstrong>2. Add-on costs\u003C/strong>\u003C/p>\u003Cp>Outside of the general pricing plans, there are different add-ons for an additional monthly/annual cost. The add-ons are:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Dashboard top-ups ($8/month)\u003C/strong> — Add more dashboards for visualizing data.\u003C/li>\u003Cli>\u003Cstrong>Near real-time data refresh ($139/month)\u003C/strong> —  Get into a dedicated queue for near real-time data refreshes.\u003C/li>\u003Cli>\u003Cstrong>Performance tuning ($220/month)\u003C/strong> — Use Klipfolio’s experts to ensure your performance settings are right.\u003C/li>\u003Cli>\u003Cstrong>Large data processing (Custom quotation)\u003C/strong> — Work with larger data sets up to 15MB or 25MB.\u003C/li>\u003Cli>\u003Cstrong>Warm up refresh ($39/month)\u003C/strong> — Specify time once per day to refresh all data sources.\u003C/li>\u003Cli>\u003Cstrong>Branding+ ($199/month)\u003C/strong> — White-label your reports by changing key terminology.\u003C/li>\u003Cli>\u003Cstrong>SSL domain alias ($69/month)\u003C/strong> — Use a custom domain for your reports.\u003C/li>\u003Cli>\u003Cstrong>Custom theme ($69/month)\u003C/strong> — Customize Klipfolio’s theme with custom CSS and JavaScript.\u003C/li>\u003C/ul>\u003Cp>Some of these add-ons are included in the Agency plans by default. For example, Branding+ and custom themes are available in the Pro plan ($420/month).\u003C/p>\u003Cp>If you’re an agency owner, you’d still most likely want real-time data refreshes, large data processing, and dashboard top-ups, which can drive up the cost significantly.\u003C/p>\u003Ch2 id=\"real-user-reviews-what-are-customers-saying-about-klipfolio\">Real User Reviews: What are Customers Saying About Klipfolio?\u003C/h2>\u003Cp>To get an honest view of Klipfolio, we dug into its user reviews. We looked at reviews from platforms like G2, Capterra, and Reddit to see what other users like about the platform (and what could be better).\u003C/p>\u003Cfigure class=\"table\" style=\"float:left;\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Overall G2 Klipfolio rating\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.com/p/130237/Klipfolio-Dashboard/reviews/\" target=\"_blank\" rel=\"noopener noreferrer\">4.5/5\u003C/a> (250+ reviews)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Overall Capterra Klipfolio rating\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.com/p/130237/Klipfolio-Dashboard/reviews/\" target=\"_blank\" rel=\"noopener noreferrer\">4.7/5\u003C/a> (190+ reviews)\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Cp> \u003C/p>\u003Ch3 id=\"klipfolio-pros-what-users-love\">Klipfolio pros: What Users Love\u003C/h3>\u003Cp>\u003Cstrong>✅ Supports many data sources\u003C/strong>\u003C/p>\u003Cp>Users frequently praised this. Klipfolio integrates with 100+ third-party platforms for data importing. Users like \u003Ca href=\"https://www.capterra.com/p/130237/Klipfolio-Dashboard/#Capterra___6234963\" target=\"_blank\" rel=\"noopener noreferrer\">Ogarekpe L.\u003C/a> say, “This helps to get a comprehensive analysis of data.”\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_1_3cf224b24f.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - Reviewer praises the software's vast data sources for comprehensive analysis.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Charts for visualizing data\u003C/strong>\u003C/p>\u003Cp>Klipfolio has different charts that help to display data. One \u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-8171459\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said, “The visualizations are amazing. There are a lot of charts and visual options for data analysis.\"\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - Klipfolio review with five-star rating, and description of its key features.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Easy dashboard sharing\u003C/strong>\u003C/p>\u003Cp>Klipfolio offers a few different ways to share dashboards, which \u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-8609986\" target=\"_blank\" rel=\"noopener noreferrer\">users appreciate\u003C/a>. You can create links, share via email, or give internal access to team members. \u003C/p>\u003Cp>\u003Cstrong>✅ Drag-and-drop customization\u003C/strong>\u003C/p>\u003Cp>After creating your “Klips” (similar to widgets), you can drag and drop them into your dashboard. Klipfolio user \u003Ca href=\"https://www.capterra.com/p/130237/Klipfolio-Dashboard/#Capterra___4503127\" target=\"_blank\" rel=\"noopener noreferrer\">Svend Bertil F.\u003C/a> said, “The drag-and-drop editor helped to create charts and dashboards quickly.”\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_3_18c1d37e47.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - A review of Klipfolio with \">\u003Cstrong>✅ Track KPIs\u003C/strong>\u003C/p>\u003Cp>This is one of Klipfolio's main value propositions: businesses can track KPIs for different departments internally, which \u003Ca href=\"https://www.capterra.com/p/130237/Klipfolio-Dashboard/#Capterra___3395648/\" target=\"_blank\" rel=\"noopener noreferrer\">users say\u003C/a> works great.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_4_90c628682f.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - A customer review with pros and cons highlighted in red boxes.\">\u003C/figure>\u003Cp>With that said… Let’s look at Klipfolio review complaints—areas where users got frustrated.\u003C/p>\u003Ch3 id=\"klipfolio-cons-where-users-get-frustrated\">Klipfolio cons: Where Users Get Frustrated\u003C/h3>\u003Cp>\u003Cstrong>⚠️ Hard to configure\u003C/strong>\u003C/p>\u003Cp>The biggest Klipfolio feedback was that it’s hard to configure. If you want to build custom connections, you'll need to work with code and SQL queries, which is time-consuming and too advanced for most.\u003C/p>\u003Cp>Many Klipfolio users who want to create custom dashboards have to end up hiring a data scientist—adding to the total cost.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-7205491\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> was frustrated about this and said, “Building any custom visualizations or connecting any data source basically requires a developer (no kidding).”\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - Block of text describing Klipfolio's development requirements.\">\u003Cstrong>⚠️ Time-consuming\u003C/strong>\u003C/p>\u003Cp>Klipfolio has a drag-and-drop editor for building dashboards, but before that, you need to create Klips on a separate page.\u003C/p>\u003Cp>Depending on the type of Klip you create, this process can take anywhere from 5 minutes to 1 hour. And then, you’ll most likely need multiple Klips, which means it can take hours to create a full-blown dashboard.\u003C/p>\u003Cp>\u003Cstrong>⚠️ Slow to load\u003C/strong>\u003C/p>\u003Cp>Users like\u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-6924085\" target=\"_blank\" rel=\"noopener noreferrer\"> Graham H.\u003C/a> say Klipfolio can be slow, particularly when performing more complex tasks. Even less advanced reports with basic visualization can take a long time to load—or load without up-to-date data.\u003C/p>\u003Cp>\u003Cstrong>⚠️ Expensive\u003C/strong>\u003C/p>\u003Cp>If you’re an agency needing full white-labeling, custom themes, onboarding support, or single sign-on (SSO), you need the pricier Pro ($420/month) or Premier ($1,025/month) plans. \u003C/p>\u003Cp>Not to mention the add-ons, which can easily double the monthly cost.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.capterra.com/p/130237/Klipfolio-Dashboard/#Capterra___4217201/\" target=\"_blank\" rel=\"noopener noreferrer\">Capterra user\u003C/a> left feedback and simply said, “The price of this analytical solution is enormous.”\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_6_3e8c0858ff.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - Review featuring text feedback, star rating, user info, and sharing icon.\">\u003C/p>\u003Cp>\u003Cstrong>⚠️ Sup-bar customer support\u003C/strong>\u003C/p>\u003Cp>The only way for most users to contact Klipfolio’s support is via email, and even then, users like \u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-10028175\" target=\"_blank\">Jennifer B.\u003C/a> say, “the support is terrible”.\u003C/p>\u003Cp>The same reviewer mentioned “feeling scammed” because the price Klipfolio told her was different from the one shown in the portal.\u003C/p>\u003Ch2 id=\"feature-deep-dive-1-klipfolio-ease-of-use\">Feature Deep Dive #1: Klipfolio Ease of Use\u003C/h2>\u003Cp>The first thing we wanted to test was Klipfolio’s ease of use. More specifically, how easy is it to create new dashboards, are there templates available, and can you edit dozens of reports quickly? \u003C/p>\u003Ch3 id=\"are-there-ready-made-templates-and-widgets-available\">Are there ready-made templates and widgets available?\u003C/h3>\u003Cp>Yes, both ready-made templates and widgets are available. In total, you can find 17 templates from Klipfolio’s dashboard gallery.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png\" srcset=\"https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=350 350w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=700 700w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=420 440w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=840 880w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=768 768w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=992 992w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=600 1200w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=720 1440w, https://media.whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Dashboard Gallery - Dashboard gallery with search, filters and dashboard previews.\">As for widgets, Klipfolio calls them Klips, which there are 1-8 pre-made for each data source.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png\" srcset=\"https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=350 350w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=700 700w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=420 440w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=840 880w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=768 768w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=992 992w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=600 1200w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=720 1440w, https://media.whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Klips Editor - Klip editor interface showing a bar/line chart properties.\">While the amount of pre-made Klips available is sufficient, 17 dashboard templates simply aren’t enough…especially since one dashboard might contain only 6 Klips, like in the “Executive Dashboard.”\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png\" srcset=\"https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=350 350w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=700 700w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=420 440w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=840 880w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=768 768w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=992 992w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=600 1200w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=720 1440w, https://media.whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Executive Dashboard - A dashboard showing metrics, charts, and graphs.\">The lack of detailed templates means you’ll need to spend hours crafting dashboards from an empty page. \u003C/p>\u003Cp>Whatagraph solves this with \u003Ca href=\"/templates\">55+ pre-built templates\u003C/a> and 100’s of pre-built widgets for visualizing data. You can find templates for social media, paid ads, email, website performance, and more.\u003C/p>\u003Cp>The templates are comprehensive, and you can easily expand on them.\u003C/p>\u003Ch3 id=\"how-easy-is-it-to-edit-dashboards\">How easy is it to edit dashboards?\u003C/h3>\u003Cp>Klipfolio’s dashboard builder lets you add and resize Klips, reposition them, add comments, and change the data source or filters.\u003C/p>\u003Cp>If you don’t take into account creating the Klips (which can take up to an hour per Klip), doing these simple changes was relatively easy.\u003C/p>\u003Cp>One big limitation was that the templates live on a fixed grid, so you can't make precise pixel tweaks. The Klips automatically adjust to the nearest grid size.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif\" srcset=\"https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=350 350w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=700 700w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=420 440w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=840 880w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=768 768w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=1536 1536w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=992 992w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=1984 1984w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=600 1200w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=1200 2400w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=720 1440w, https://media.whatagraph.com/klipfolio_moving_widgets_390fa14809.gif?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Moving Widgets - Klipfolio dashboard interface showing website analytics and news feed.\">\u003C/p>\u003Ch3 id=\"how-easy-and-fast-is-it-to-edit-dozens-of-reports\">How easy and fast is it to edit dozens of reports?\u003C/h3>\u003Cp>Klipfolio doesn’t have a batch editing feature, meaning you’ll need to edit each report one by one. If you have to tweak 10+ similar reports for clients, this can be very time-consuming to do individually.\u003C/p>\u003Cp>On Whatagraph, our reports are “\u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">Linked\u003C/a>.” This means that any changes you make to the master template will automatically affect all linked reports.\u003C/p>\u003Cp>This is especially useful for agencies that need to make small tweaks to 10+ reports and want to save time.\u003C/p>\u003Cdiv class=\"note bg-green-50 p-5 rounded-md\">\n          \u003Cspan class=\"!text-22 block mb-2 !font-semibold !leading-7 lg:!text-28\">✅ TL;DR Takeaway\u003C/span>\n          \u003Cp class=\"!mb-0\">Klipfolio offers basic templates and pre-built Klips, but a limited template selection, fixed grid layout, and lack of linked reports make building multiple dashboards slow.\u003C/p>\n        \u003C/div>\u003Ch2 id=\"feature-deep-dive-2-klipfolio-integrations\">Feature Deep Dive #2: Klipfolio Integrations\u003C/h2>\u003Cp>One of Klipfolio's main benefits was its broad integrations with different data sources. And truthfully, we can give them credit for this.\u003C/p>\u003Cp>Looking into the integrations library, we found 140+ integrations with platforms in categories like e-commerce, SEO, social media, analytics, customer support, and CRM.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png\" srcset=\"https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=350 350w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=700 700w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=420 440w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=840 880w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=768 768w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=992 992w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=600 1200w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=720 1440w, https://media.whatagraph.com/klipfolio_data_connectors_05ae0e374a.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Data Connectors - A page with data service connectors and upload options.\">In addition, there is an option to update a data source via a file, REST/URL, SQL queries (e.g., MySQL, Oracle), and FTP/SFTP file retrieval.\u003C/p>\u003Ch3 id=\"are-the-integrations-reliable\">Are the integrations reliable?\u003C/h3>\u003Cp>It’s clear Klipfolio’s integrations are extensive, but how do they perform? And most importantly, is the data reliable?\u003C/p>\u003Cp>This is where the feedback gets more mixed, as many users say a lot of the connections don’t actually work.\u003C/p>\u003Cp>For example, this is what Jennifer B wrote:\u003C/p>\u003Cp>“Then once I signed up, I realized that a lot of the connections don’t actually work.”\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_7_125f7283c0.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - Customer review highlighting connectivity issues and lack of updates\">\u003C/figure>\u003Cp>When connections are unstable, the data on your reports become unreliable – as they can be either late or inaccurate, and this is a real issue if you’re reporting to clients. \u003C/p>\u003Cp>Other \u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-8171459\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>users also say\u003C/u>\u003C/a> the platform “hangs” when analyzing larger sets of data.\u003C/p>\u003Cp>Comparatively, Whatagraph solves these problems with \u003Ca href=\"/integrations\">fully-managed integrations\u003C/a>, meaning they’re more reliable, stable, and much faster. One of our customers says:\u003C/p>\u003Cp>\u003Cblockquote class=\"quote quote--variant-4 py-6 px-6 !my-2 rounded-2xl !max-w-full md:text-lg lg:text-xl text-base-dark\">\n          \u003Cdiv class=\"flex gap-4\">\n            \u003Cdiv class=\"\">\n              \u003Csvg\n                xmlns=\"http://www.w3.org/2000/svg\"\n                width=\"28\"\n                height=\"26\"\n                viewBox=\"0 0 28 26\"\n                fill=\"none\"\n              >\n                \u003Cpath\n                  opacity=\"0.15\"\n                  d=\"M10.5428 4.65271C8.26599 5.08169 6.66559 6.73158 5.74165 9.60241C5.27967 11.0213 5.04869 12.4237 5.04869 13.8096C5.04869 13.9746 5.04869 14.1231 5.04869 14.2551C5.08169 14.3541 5.11468 14.6016 5.14768 14.9976H10.5428V25.7879H0V15.839C0 10.9553 0.97344 7.19356 2.92032 4.55372C4.8672 1.91388 7.40804 0.395976 10.5428 0V4.65271ZM27.2233 4.65271C25.4084 4.94969 24.0225 5.97263 23.0656 7.72152C22.1416 9.47042 21.6797 11.4833 21.6797 13.7602C21.6797 13.9581 21.6797 14.1561 21.6797 14.3541C21.7127 14.5521 21.7622 14.7666 21.8282 14.9976H27.2233V25.7879H16.631V15.839C16.631 11.9123 17.4559 8.41448 19.1058 5.34567C20.7557 2.24386 23.4616 0.461971 27.2233 0V4.65271Z\"\n                  fill=\"#7171F2\"\n                />\n              \u003C/svg>\n            \u003C/div>\n            \u003Cdiv class=\"italic\">\n              We don’t have any connection issues on Whatagraph at all. We just connected the platforms once, and that was it. It's also very quick when loading the data.\n\n              \u003Cfooter class=\"text-right font-bold !mt-3 text-wrap-balance not-italic [&_a]:font-bold\">\n                Tanja Keglić, Performance Marketing Manager at Achtzehn Grad\n              \u003C/footer>\n            \u003C/div>\n          \u003C/div>\n        \u003C/blockquote>\u003C/p>\u003Cp>You can work with 10+ sources and 100+ widgets simultaneously without slowing down our platform.\u003C/p>\u003Cp>We also offer a consistent 30-minute refresh rate across all data sources, blends, and pricing plans. In comparison, the refresh rate for Klipfolio varies from 4 hours to 30 minutes, depending on your plan.\u003C/p>\u003Cdiv class=\"note bg-green-50 p-5 rounded-md\">\n          \u003Cspan class=\"!text-22 block mb-2 !font-semibold !leading-7 lg:!text-28\">✅ TL;DR Takeaway\u003C/span>\n          \u003Cp class=\"!mb-0\">140+ integrations are available, but users have concerns about connections not working, which impacts data accuracy.\u003C/p>\n        \u003C/div>\u003Ch2 id=\"feature-deep-dive-3-data-blending-and-custom-metrics\">Feature Deep Dive #3: Data Blending and Custom Metrics\u003C/h2>\u003Cp>Klipfolio supports many integrations, but is it possible to blend data from them into custom metrics? We’ll look at this below.\u003C/p>\u003Ch3 id=\"can-you-easily-blend-data-or-create-custom-metrics-and-dimensions\">Can you easily blend data or create custom metrics and dimensions?\u003C/h3>\u003Cp>Klipfolio lets users blend data from multiple sources into unified metrics, but it requires manual setup and technical know-how.\u003C/p>\u003Cp>Like we already discussed, the Klips editor has a steep learning curve, which is where you need to create the unified metrics.\u003C/p>\u003Cp>Looking into Klipfolio’s Help Center, there is also little to no information on these topics.\u003C/p>\u003Cp>For these reasons, creating custom metrics and dimensions is out of reach for most users.\u003C/p>\u003Cp>On Whatagraph, you can create \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">custom data blends\u003C/a>, widgets, and dimensions with simple workflows that are quick to set up. This is what each of them is useful for:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data blends and source groups\u003C/strong> - Combine data from different sources together and visualize them as one in your reports.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/blended_source_group_3bb36ff665.png\" srcset=\"https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=350 350w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=700 700w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=420 440w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=840 880w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=768 768w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=1536 1536w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=992 992w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=1984 1984w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=600 1200w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=1200 2400w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=720 1440w, https://media.whatagraph.com/blended_source_group_3bb36ff665.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom dimensions\u003C/strong> - Standardize and group cross-channel dimensions (like age, gender, or device type) and different data points from various integrations.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png\" srcset=\"https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=350 350w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=700 700w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=420 440w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=840 880w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=768 768w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=1536 1536w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=992 992w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=1984 1984w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=600 1200w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=1200 2400w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=720 1440w, https://media.whatagraph.com/Unify_dimensions_names_816bd11bc9.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"How to unify dimensions names on Whatagraph - Whatagraph\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Custom metrics\u003C/strong> - Rename metrics permanently or create new ones using simple or advanced formulas. Perfect for showing totals like \"Engaged Sessions\" from multiple sources.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Custom_metric_6371f988df.png\" srcset=\"https://media.whatagraph.com/Custom_metric_6371f988df.png?width=350 350w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=700 700w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=420 440w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=840 880w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=768 768w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=1536 1536w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=992 992w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=1984 1984w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=600 1200w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=1200 2400w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=720 1440w, https://media.whatagraph.com/Custom_metric_6371f988df.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"How custom metrics work on Whatagraph - Whatagraph\">\u003C/p>\u003Cp>The great thing is that you can create all of these inside your report. This means there is no need to go back and forth between two workspaces, unlike with Klipfolio.\u003C/p>\u003Cp>This easy and granular data blending is what Tanja Keglić, Performance Marketing Manager at Achtzehn Grad, loves about us:\u003C/p>\u003Cp>\u003Cblockquote class=\"quote quote--variant-4 py-6 px-6 !my-2 rounded-2xl !max-w-full md:text-lg lg:text-xl text-base-dark\">\n          \u003Cdiv class=\"flex gap-4\">\n            \u003Cdiv class=\"\">\n              \u003Csvg\n                xmlns=\"http://www.w3.org/2000/svg\"\n                width=\"28\"\n                height=\"26\"\n                viewBox=\"0 0 28 26\"\n                fill=\"none\"\n              >\n                \u003Cpath\n                  opacity=\"0.15\"\n                  d=\"M10.5428 4.65271C8.26599 5.08169 6.66559 6.73158 5.74165 9.60241C5.27967 11.0213 5.04869 12.4237 5.04869 13.8096C5.04869 13.9746 5.04869 14.1231 5.04869 14.2551C5.08169 14.3541 5.11468 14.6016 5.14768 14.9976H10.5428V25.7879H0V15.839C0 10.9553 0.97344 7.19356 2.92032 4.55372C4.8672 1.91388 7.40804 0.395976 10.5428 0V4.65271ZM27.2233 4.65271C25.4084 4.94969 24.0225 5.97263 23.0656 7.72152C22.1416 9.47042 21.6797 11.4833 21.6797 13.7602C21.6797 13.9581 21.6797 14.1561 21.6797 14.3541C21.7127 14.5521 21.7622 14.7666 21.8282 14.9976H27.2233V25.7879H16.631V15.839C16.631 11.9123 17.4559 8.41448 19.1058 5.34567C20.7557 2.24386 23.4616 0.461971 27.2233 0V4.65271Z\"\n                  fill=\"#7171F2\"\n                />\n              \u003C/svg>\n            \u003C/div>\n            \u003Cdiv class=\"italic\">\n              The biggest reason we chose Whatagraph was because of its holistic approach to reporting. We can blend data from different channels and see in one view what's the performance and what needs to be changed.\n\n              \u003Cfooter class=\"text-right font-bold !mt-3 text-wrap-balance not-italic [&_a]:font-bold\">\n                \n              \u003C/footer>\n            \u003C/div>\n          \u003C/div>\n        \u003C/blockquote>\u003C/p>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"/case-studies/achtzehn-grad\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Cdiv class=\"note bg-green-50 p-5 rounded-md\">\n          \u003Cspan class=\"!text-22 block mb-2 !font-semibold !leading-7 lg:!text-28\">✅ TL;DR Takeaway\u003C/span>\n          \u003Cp class=\"!mb-0\">Klipfolio’s Klips editor lets users create unified metrics, but it requires deep technical expertise, which makes them out of reach for most.\u003C/p>\n        \u003C/div>\u003Ch2 id=\"feature-deep-dive-4-klipfolio-dashboards\">Feature Deep Dive #4: Klipfolio Dashboards\u003C/h2>\u003Cp>Dashboards are the cornerstone of a reporting tool, so we wanted to see how they’re built with Klipfolio, how customizable they are, and whether there are any AI features.\u003C/p>\u003Ch3 id=\"how-are-the-reports-built\">How are the reports built?\u003C/h3>\u003Cp>Klipfolio’s reports are built on “Klips,” which are essentially widgets for displaying data. You can create Klips from a dedicated page on the admin dashboard.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png\" srcset=\"https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=350 350w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=700 700w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=420 440w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=840 880w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=768 768w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=992 992w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=600 1200w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=720 1440w, https://media.whatagraph.com/klipfolio_admin_dashboard_4221385690.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Admin Dashboard - Klipfolio dashboard interface with a sidebar menu and a central content area.\">\u003C/p>\u003Cp>Alternatively, you can add Klips from the dashboard itself by clicking on “Add Klip” and selecting your data source. \u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png\" srcset=\"https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=350 350w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=700 700w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=420 440w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=840 880w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=768 768w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=992 992w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=600 1200w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=720 1440w, https://media.whatagraph.com/klipfolio_add_klips_page_802a61ad65.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Add Klips Page - Screenshot of the 'Add Klips' page in Klipfolio.\">\u003C/p>\u003Cp>Each data source has 1-8 pre-built Klips to display different metrics. For example, here’s what’s available for Google Analytics 4:\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png\" srcset=\"https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=350 350w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=700 700w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=420 440w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=840 880w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=768 768w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=992 992w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=600 1200w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=720 1440w, https://media.whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Google Analytics Widgets - Google Analytics 4 metrics for audience, sessions, and device types.\">\u003C/p>\u003Cp>What we found a bit odd is that you can’t edit the Klips within the dashboard editor.\u003C/p>\u003Cp>You have to click on “Edit”, and you’ll be moved to a separate page, where you can edit the Klip. \u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif\" srcset=\"https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=350 350w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=700 700w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=420 440w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=840 880w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=768 768w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=1536 1536w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=992 992w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=1984 1984w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=600 1200w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=1200 2400w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=720 1440w, https://media.whatagraph.com/klipfolio_edit_klips_422fbdf230.gif?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipsfolio Edit Klips - Klips dashboard with data visualization and help panel.\">\u003C/p>\u003Cp>Truthfully, we believe this slows down the process of creating dashboards. Imagine having to do this for 20+ Klips across multiple client accounts…you’d be spending hours, just to create widgets. \u003C/p>\u003Cp>Again, Whatagraph offers an easy solution to this problem—you can create new widgets directly from the drag-and-drop editor.\u003C/p>\u003Cp>It’s as simple as selecting the right widget and dragging it onto the dashboard:\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif\" srcset=\"https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=350 350w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=700 700w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=420 440w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=840 880w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=768 768w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=1536 1536w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=992 992w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=1984 1984w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=600 1200w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=1200 2400w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=720 1440w, https://media.whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Whatagraph Adding Widget - Interface displaying report creation tools and widget options.\">\u003C/p>\u003Cp>This means no unnecessary time wasted switching between two interfaces, and no extra cognitive load. \u003C/p>\u003Ch3 id=\"how-customizable-are-the-klips\">How customizable are the Klips?\u003C/h3>\u003Cp>This is something we can give Klipfolio credit for: how customizable their Klips are.\u003C/p>\u003Cp>You can make changes to the Klips within the Klips editor, which looks like this:\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png\" srcset=\"https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=350 350w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=700 700w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=420 440w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=840 880w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=768 768w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=992 992w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=600 1200w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=720 1440w, https://media.whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\">\u003C/p>\u003Cp>You can modify:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data sources\u003C/strong> - Add one or multiple data sources.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png\" srcset=\"https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=350 350w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=700 700w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=420 440w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=840 880w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=768 768w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=992 992w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=600 1200w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=720 1440w, https://media.whatagraph.com/klipfolio_add_data_source_00a0bd2289.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Chart properties\u003C/strong> - Modify chart height, adjust legend size, toggle stacking options, enable X-axis zooming, remove blank data series, and invert axes as needed.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png\" srcset=\"https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=350 350w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=700 700w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=420 440w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=840 880w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=768 768w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=992 992w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=600 1200w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=720 1440w, https://media.whatagraph.com/klipfolio_chart_settings_533c2a7232.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Chart Settings - Chart settings form with options for height, legend, stacking, and axes.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Layout\u003C/strong> - Change the amount of columns, rows, title and its size, klip padding, animation, and more.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png\" srcset=\"https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=350 350w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=700 700w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=420 440w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=840 880w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=768 768w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=992 992w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=600 1200w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=720 1440w, https://media.whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klip Title - Klip settings with title, size, animation, padding, and component options.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>HTML template:\u003C/strong> If you have the technical know-how, you can edit the HTML to customize the layout.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png\" srcset=\"https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=350 350w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=700 700w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=420 440w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=840 880w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=768 768w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=992 992w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=600 1200w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=720 1440w, https://media.whatagraph.com/klipfolio_html_template_684bbf843e.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Html Template - The Klipfolio HTML template interface with settings.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Components\u003C/strong> - Choose between components like table, chart, gauge, value pair, layout grid, and image.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png\" srcset=\"https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=350 350w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=700 700w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=420 440w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=840 880w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=768 768w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=992 992w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=600 1200w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=720 1440w, https://media.whatagraph.com/klipfolio_component_settings_90576b5bf5.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Component Settings - Dashboard interface with components like button, sparkline, and charts.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Advanced tools\u003C/strong> - Alternatively, you can create and manage variables and access the source code.\u003C/li>\u003C/ul>\u003Cp>Once you’ve created your Klips, you can add them to your dashboard.\u003C/p>\u003Cp>You can customize a lot, but in Klipfolio’s case, it also comes with a steep learning curve.\u003C/p>\u003Cp>Our impression was that navigating the Klips editor is complex, especially if you try to combine multiple data sources.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif\" srcset=\"https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=350 350w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=700 700w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=420 440w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=840 880w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=768 768w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=1536 1536w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=992 992w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=1984 1984w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=600 1200w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=1200 2400w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=720 1440w, https://media.whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"klipfolio-editing-widgets.gif\">\u003C/p>\u003Cp>Many Klipfolio users reported that creating new dashboards would require a data scientist, which was also how we felt when creating custom Klips.\u003C/p>\u003Ch3 id=\"what-are-your-sharing-options\">What are your sharing options?\u003C/h3>\u003Cp>Klipfolio offers a few ways to share dashboards:\u003C/p>\u003Cul>\u003Cli>Via an email\u003C/li>\u003Cli>Creating an internal link\u003C/li>\u003Cli>Publishing link to dashboard\u003C/li>\u003Cli>Downloading a PDF/image of the dashboard\u003C/li>\u003C/ul>\u003Cp>It’s also possible to set up an “Email Snapshot,” which schedules an email to be sent to one or multiple users.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png\" srcset=\"https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=350 350w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=700 700w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=420 440w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=840 880w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=768 768w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=992 992w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=600 1200w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=720 1440w, https://media.whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Email Snapshot - Email setup form with fields for subject, recipients, notes, format, and schedule.\">\u003C/p>\u003Cp>These are the same sharing options most Klipfolio alternatives (including Whatagraph) offer.\u003C/p>\u003Ch3 id=\"are-there-ai-features-for-insights\">Are there AI features for insights?\u003C/h3>\u003Cp>Klipfolio doesn’t offer AI features for insights. \u003C/p>\u003Cp>This means you’ll need to manually explain campaign performance, which can be very time-consuming, especially if you do it for multiple clients.\u003C/p>\u003Cp>Whatagraph (again) offers a solution to this through two innovative AI features:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI insights:\u003C/strong> Ask our AI Chatbot any questions about your connected data. For example, “Which campaign is performing the best?”\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif\" srcset=\"https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=350 350w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=700 700w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=420 440w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=840 880w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=768 768w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=1536 1536w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=992 992w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=1984 1984w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=600 1200w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=1200 2400w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=720 1440w, https://media.whatagraph.com/AI_chatbot_b07fd4c961.gif?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"AI Chatbot - A dashboard with reports, team member counts, and folder organization.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI summaries:\u003C/strong> Add a text widget to your reports and ask the AI to automatically write our summaries, wins, recommendations, or suggestions based on the data on that report. Don’t worry – you can fully edit this text too!\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/ai_summaries_7e0b125403.gif\" srcset=\"https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=350 350w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=700 700w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=420 440w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=840 880w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=768 768w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=1536 1536w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=992 992w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=1984 1984w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=600 1200w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=1200 2400w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=720 1440w, https://media.whatagraph.com/ai_summaries_7e0b125403.gif?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Ai Summaries - Dashboard showing campaign data and edit report panel.\">\u003C/p>\u003Cp>And the best part? \u003Cstrong>All of our plans come with these AI features. \u003C/strong>You don’t need to pay extra for anything. \u003C/p>\u003Cdiv class=\"note bg-green-50 p-5 rounded-md\">\n          \u003Cspan class=\"!text-22 block mb-2 !font-semibold !leading-7 lg:!text-28\">✅ TL;DR Takeaway\u003C/span>\n          \u003Cp class=\"!mb-0\">Klipfolio dashboards are very customizable, but the complex setup, clunky editing flow, and lack of AI features make the process time-consuming.\u003C/p>\n        \u003C/div>\u003Ch2 id=\"feature-deep-dive-5-klipfolio-security\">Feature Deep Dive #5: Klipfolio Security\u003C/h2>\u003Cp>How does Klipfolio approach security, and do they comply with industry standards?\u003C/p>\u003Cp>The short answer is yes, but here are more details:\u003C/p>\u003Ch3 id=\"how-do-they-approach-data-encryption\">How do they approach data encryption?\u003C/h3>\u003Cp>Klipfolio secures all data in transit using TLS 1.2 with SHA-256 encryption. Sessions automatically expire after 30 minutes of inactivity or upon manual sign-out—helping to minimize unauthorized access risks.\u003C/p>\u003Ch3 id=\"are-they-covering-gdpr-basics\">Are they covering GDPR basics?\u003C/h3>\u003Cp>Yes, Klipfolio complies with GDPR and provides a Data Processing Addendum. They process customer data in accordance with EU data protection laws.\u003C/p>\u003Ch3 id=\"are-there-role-based-access-controls\">Are there role-based access controls?\u003C/h3>\u003Cp>Yes, you can create \u003Cstrong>admin, editor, view-only, and\u003C/strong> \u003Cstrong>custom roles.\u003C/strong> Multi-factor authentication is also available for all plans.\u003C/p>\u003Cp>Klipfolio \u003Ca href=\"https://www.klipfolio.com/legal/security\" target=\"_blank\" rel=\"noopener noreferrer\">also mentions\u003C/a> \"maintaining a detailed event log, capturing items such as authentication, failed login attempts, asset creation, deletion, and modification.\"\u003C/p>\u003Ch3 id=\"what-about-single-sign-on-sso\">What about single sign-on (SSO)?\u003C/h3>\u003Cp>SSO is used by enterprises for more secure user access and is available on the pricier Klipfolio plans.\u003C/p>\u003Cdiv class=\"note bg-green-50 p-5 rounded-md\">\n          \u003Cspan class=\"!text-22 block mb-2 !font-semibold !leading-7 lg:!text-28\">✅ TL;DR Takeaway\u003C/span>\n          \u003Cp class=\"!mb-0\">Klipfolio covers GDBR basics, has a data encryption protocol, and role-based access controls—though single sign-on (SSO) requires pricier plans.\u003C/p>\n        \u003C/div>\u003Ch2 id=\"feature-deep-dive-6-klipfolio-customer-support\">Feature Deep Dive #6: Klipfolio Customer Support\u003C/h2>\u003Cp>Klipfolio offers two ways to get help for most users: sending an email or finding answers in the knowledge base. Dedicated onboarding and priority support are available, but only for the most expensive plan—starting at $690/month.\u003C/p>\u003Cp>When we looked at user reviews on Klipfolio, we noticed many users were disappointed with the customer support.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.g2.com/products/klipfolio/reviews/klipfolio-review-10028175\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> even said they felt like bothering the support when getting in contact:\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png\" srcset=\"https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=350 350w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=700 700w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=420 440w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=840 880w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=768 768w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=1536 1536w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=992 992w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=1984 1984w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=600 1200w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=1200 2400w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=720 1440w, https://media.whatagraph.com/klipfolio_comment_8_3c5de37340.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"Klipfolio Comment - A text review stating the user does not feel valued as a customer.\">\u003C/p>\u003Cp>With Whatagraph, users on all plans have access to:\u003C/p>\u003Cp>✅ Live chat and email support with \u003Cstrong>first response times of under 4 minutes\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>✅ \u003C/strong>A dedicated \u003Cstrong>Customer Success Manager\u003C/strong>\u003C/p>\u003Cp>Your CSM helps connect data sources, organize data, create reports, migrate data, and anything else you can think of.\u003C/p>\u003Cp>And our customers love our dedication to their success. Kim Strickland, Digital Marketing Specialist at Peak Seven agency, says:\u003C/p>\u003Cp>\u003Cblockquote class=\"quote quote--variant-4 py-6 px-6 !my-2 rounded-2xl !max-w-full md:text-lg lg:text-xl text-base-dark\">\n          \u003Cdiv class=\"flex gap-4\">\n            \u003Cdiv class=\"\">\n              \u003Csvg\n                xmlns=\"http://www.w3.org/2000/svg\"\n                width=\"28\"\n                height=\"26\"\n                viewBox=\"0 0 28 26\"\n                fill=\"none\"\n              >\n                \u003Cpath\n                  opacity=\"0.15\"\n                  d=\"M10.5428 4.65271C8.26599 5.08169 6.66559 6.73158 5.74165 9.60241C5.27967 11.0213 5.04869 12.4237 5.04869 13.8096C5.04869 13.9746 5.04869 14.1231 5.04869 14.2551C5.08169 14.3541 5.11468 14.6016 5.14768 14.9976H10.5428V25.7879H0V15.839C0 10.9553 0.97344 7.19356 2.92032 4.55372C4.8672 1.91388 7.40804 0.395976 10.5428 0V4.65271ZM27.2233 4.65271C25.4084 4.94969 24.0225 5.97263 23.0656 7.72152C22.1416 9.47042 21.6797 11.4833 21.6797 13.7602C21.6797 13.9581 21.6797 14.1561 21.6797 14.3541C21.7127 14.5521 21.7622 14.7666 21.8282 14.9976H27.2233V25.7879H16.631V15.839C16.631 11.9123 17.4559 8.41448 19.1058 5.34567C20.7557 2.24386 23.4616 0.461971 27.2233 0V4.65271Z\"\n                  fill=\"#7171F2\"\n                />\n              \u003C/svg>\n            \u003C/div>\n            \u003Cdiv class=\"italic\">\n              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.\n\n              \u003Cfooter class=\"text-right font-bold !mt-3 text-wrap-balance not-italic [&_a]:font-bold\">\n                \n              \u003C/footer>\n            \u003C/div>\n          \u003C/div>\n        \u003C/blockquote>\u003C/p>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"/case-studies/peak-seven\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Cdiv class=\"note bg-green-50 p-5 rounded-md\">\n          \u003Cspan class=\"!text-22 block mb-2 !font-semibold !leading-7 lg:!text-28\">✅ TL;DR Takeaway\u003C/span>\n          \u003Cp class=\"!mb-0\">Klipfolio’s support is limited to email and self-service unless you’re on a $690/month plan. Users have felt that they are not valued by Klipfolio’s support team.\u003C/p>\n        \u003C/div>\u003Ch2 id=\"how-does-whatagraph-compare-against-klipfolio\">How does Whatagraph Compare Against Klipfolio?\u003C/h2>\u003Cp>Now that you have a better understanding of Klipfolio, let’s see how it stacks up against Whatagraph, one of the top Klipfolio alternatives.\u003C/p>\u003Ch3 id=\"what-is-whatagraph\">What is Whatagraph?\u003C/h3>\u003Cp>Whatagraph is an all-in-one marketing data platform that makes it easy to collect, analyze, and report on your data—whether it’s social media, email, PPC, SEO performance, or more.\u003C/p>\u003Cp>Here’s how Whatagraph solves many of the problems Klipfolio users face:\u003C/p>\u003Ch3 id=\"-stable-integrations-and-uptime-of-9995\">✅ Stable integrations and uptime of 99.95%\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Klipfolio Problem: \u003C/strong>Users say many of the connections don't actually work, or the platform \"hangs\" when working with large volumes of data.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>Our integrations are fully managed, and you can work with 100’s of widgets and 10+ sources without slowing down the platform. We also have an average uptime of 99.95%, which means your reports and dashboards are always available when you need them. If something goes wrong, our product engineers will be on real-time alert to fix system outages.\u003C/li>\u003C/ul>\u003Cp>Our stable integrations make cross-channel reporting easy, as \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-11069239\" target=\"_blank\" rel=\"noopener noreferrer\">Bruhith I., digital marketing specialist\u003C/a> put it:\u003C/p>\u003Cp>\u003Cblockquote class=\"quote quote--variant-4 py-6 px-6 !my-2 rounded-2xl !max-w-full md:text-lg lg:text-xl text-base-dark\">\n          \u003Cdiv class=\"flex gap-4\">\n            \u003Cdiv class=\"\">\n              \u003Csvg\n                xmlns=\"http://www.w3.org/2000/svg\"\n                width=\"28\"\n                height=\"26\"\n                viewBox=\"0 0 28 26\"\n                fill=\"none\"\n              >\n                \u003Cpath\n                  opacity=\"0.15\"\n                  d=\"M10.5428 4.65271C8.26599 5.08169 6.66559 6.73158 5.74165 9.60241C5.27967 11.0213 5.04869 12.4237 5.04869 13.8096C5.04869 13.9746 5.04869 14.1231 5.04869 14.2551C5.08169 14.3541 5.11468 14.6016 5.14768 14.9976H10.5428V25.7879H0V15.839C0 10.9553 0.97344 7.19356 2.92032 4.55372C4.8672 1.91388 7.40804 0.395976 10.5428 0V4.65271ZM27.2233 4.65271C25.4084 4.94969 24.0225 5.97263 23.0656 7.72152C22.1416 9.47042 21.6797 11.4833 21.6797 13.7602C21.6797 13.9581 21.6797 14.1561 21.6797 14.3541C21.7127 14.5521 21.7622 14.7666 21.8282 14.9976H27.2233V25.7879H16.631V15.839C16.631 11.9123 17.4559 8.41448 19.1058 5.34567C20.7557 2.24386 23.4616 0.461971 27.2233 0V4.65271Z\"\n                  fill=\"#7171F2\"\n                />\n              \u003C/svg>\n            \u003C/div>\n            \u003Cdiv class=\"italic\">\n              Whatagraph pulls in data from Google Ads, Meta, LinkedIn, and even TikTok without any hassle. I love how I can set up automated reports that look great and are client-ready. No more fiddling with spreadsheets or wasting time building slides.\n\n              \u003Cfooter class=\"text-right font-bold !mt-3 text-wrap-balance not-italic [&_a]:font-bold\">\n                \n              \u003C/footer>\n            \u003C/div>\n          \u003C/div>\n        \u003C/blockquote>\u003C/p>\u003Ch3 id=\"-ease-of-use-and-setup\">✅ Ease of use and setup\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Klipfolio Problem: \u003C/strong>Klipfolio offers high flexibility but has a steep learning curve. Aside from the 17 templates, users need to build dashboards and widgets from scratch, connect each data source individually, and often recreate similar structures for each client or campaign.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>Whatagraph is designed for speed and simplicity. You can choose from 55+ pre-made templates and add pre-built (and custom) widgets to your dashboards and reports—all from a single interface.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">This verified user on G2\u003C/a> appreciated the ease of use and said:\u003C/p>\u003Cp>\u003Cblockquote class=\"quote quote--variant-4 py-6 px-6 !my-2 rounded-2xl !max-w-full md:text-lg lg:text-xl text-base-dark\">\n          \u003Cdiv class=\"flex gap-4\">\n            \u003Cdiv class=\"\">\n              \u003Csvg\n                xmlns=\"http://www.w3.org/2000/svg\"\n                width=\"28\"\n                height=\"26\"\n                viewBox=\"0 0 28 26\"\n                fill=\"none\"\n              >\n                \u003Cpath\n                  opacity=\"0.15\"\n                  d=\"M10.5428 4.65271C8.26599 5.08169 6.66559 6.73158 5.74165 9.60241C5.27967 11.0213 5.04869 12.4237 5.04869 13.8096C5.04869 13.9746 5.04869 14.1231 5.04869 14.2551C5.08169 14.3541 5.11468 14.6016 5.14768 14.9976H10.5428V25.7879H0V15.839C0 10.9553 0.97344 7.19356 2.92032 4.55372C4.8672 1.91388 7.40804 0.395976 10.5428 0V4.65271ZM27.2233 4.65271C25.4084 4.94969 24.0225 5.97263 23.0656 7.72152C22.1416 9.47042 21.6797 11.4833 21.6797 13.7602C21.6797 13.9581 21.6797 14.1561 21.6797 14.3541C21.7127 14.5521 21.7622 14.7666 21.8282 14.9976H27.2233V25.7879H16.631V15.839C16.631 11.9123 17.4559 8.41448 19.1058 5.34567C20.7557 2.24386 23.4616 0.461971 27.2233 0V4.65271Z\"\n                  fill=\"#7171F2\"\n                />\n              \u003C/svg>\n            \u003C/div>\n            \u003Cdiv class=\"italic\">\n              Whatagraph is an extremely user-friendly reporting tool that helps us communicate the key aspects of our clients' digital marketing in practically real-time. It is quick to use, and building new reports is effortless.\n\n              \u003Cfooter class=\"text-right font-bold !mt-3 text-wrap-balance not-italic [&_a]:font-bold\">\n                \n              \u003C/footer>\n            \u003C/div>\n          \u003C/div>\n        \u003C/blockquote>\u003C/p>\u003Ch3 id=\"-data-blending-and-integrations\">✅ Data blending and integrations\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Klipfolio Problem: \u003C/strong>Klipfolio supports a wide range of integrations and excels at combining business metrics. However, you’ll need to work with SQL queries and code to blend data, which is beyond most users' capabilities.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>Whatagraph offers powerful (yet easy) data blending features. You can blend data from different platforms (e.g., Facebook Ads + Google Ads) into single widgets or unified metrics, all within a no-code environment. This not only makes your reports easy to read but also gives a better view of overall performance.\u003C/li>\u003C/ul>\u003Cp>As one \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10953492\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> put it simply:\u003C/p>\u003Cp>\u003Cblockquote class=\"quote quote--variant-4 py-6 px-6 !my-2 rounded-2xl !max-w-full md:text-lg lg:text-xl text-base-dark\">\n          \u003Cdiv class=\"flex gap-4\">\n            \u003Cdiv class=\"\">\n              \u003Csvg\n                xmlns=\"http://www.w3.org/2000/svg\"\n                width=\"28\"\n                height=\"26\"\n                viewBox=\"0 0 28 26\"\n                fill=\"none\"\n              >\n                \u003Cpath\n                  opacity=\"0.15\"\n                  d=\"M10.5428 4.65271C8.26599 5.08169 6.66559 6.73158 5.74165 9.60241C5.27967 11.0213 5.04869 12.4237 5.04869 13.8096C5.04869 13.9746 5.04869 14.1231 5.04869 14.2551C5.08169 14.3541 5.11468 14.6016 5.14768 14.9976H10.5428V25.7879H0V15.839C0 10.9553 0.97344 7.19356 2.92032 4.55372C4.8672 1.91388 7.40804 0.395976 10.5428 0V4.65271ZM27.2233 4.65271C25.4084 4.94969 24.0225 5.97263 23.0656 7.72152C22.1416 9.47042 21.6797 11.4833 21.6797 13.7602C21.6797 13.9581 21.6797 14.1561 21.6797 14.3541C21.7127 14.5521 21.7622 14.7666 21.8282 14.9976H27.2233V25.7879H16.631V15.839C16.631 11.9123 17.4559 8.41448 19.1058 5.34567C20.7557 2.24386 23.4616 0.461971 27.2233 0V4.65271Z\"\n                  fill=\"#7171F2\"\n                />\n              \u003C/svg>\n            \u003C/div>\n            \u003Cdiv class=\"italic\">\n              The ability to integrate multiple data sources and create customized reports quickly is a great advantage.\n\n              \u003Cfooter class=\"text-right font-bold !mt-3 text-wrap-balance not-italic [&_a]:font-bold\">\n                \n              \u003C/footer>\n            \u003C/div>\n          \u003C/div>\n        \u003C/blockquote>\u003C/p>\u003Ch3 id=\"-pricing\">✅ Pricing\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Klipfolio Problem:\u003C/strong> If you need white-labeling, a custom domain, and priority support, you need one of the more pricier plans. Then, the add-ons can easily double the initial cost, making Klipfolio’s cost out of reach for most.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>Whatagraph’s pricing is straightforward, and all of our pricing plans include unlimited dashboards, full white-labeling, 30-minute data refreshes, and a dedicated customer success manager.\u003C/li>\u003C/ul>\u003Ch3 id=\"-excellent-customer-support\">✅ Excellent customer support\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Klipfolio Problem: \u003C/strong>The only way for most users to contact support is via email, and users felt like they were bothering the support team. Priority support is available, but only for the most expensive plan.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>No matter which plan you have, you’ll have access to an email and live chat (with under 4-minute first response times) and a dedicated Customer Success Manager.\u003C/li>\u003C/ul>\u003Cp>But don’t just take our word for it; see what this \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10991517\" target=\"_blank\" rel=\"noopener noreferrer\">Brinda G.\u003C/a> said on G2:\u003C/p>\u003Cp>\u003Cblockquote class=\"quote quote--variant-4 py-6 px-6 !my-2 rounded-2xl !max-w-full md:text-lg lg:text-xl text-base-dark\">\n          \u003Cdiv class=\"flex gap-4\">\n            \u003Cdiv class=\"\">\n              \u003Csvg\n                xmlns=\"http://www.w3.org/2000/svg\"\n                width=\"28\"\n                height=\"26\"\n                viewBox=\"0 0 28 26\"\n                fill=\"none\"\n              >\n                \u003Cpath\n                  opacity=\"0.15\"\n                  d=\"M10.5428 4.65271C8.26599 5.08169 6.66559 6.73158 5.74165 9.60241C5.27967 11.0213 5.04869 12.4237 5.04869 13.8096C5.04869 13.9746 5.04869 14.1231 5.04869 14.2551C5.08169 14.3541 5.11468 14.6016 5.14768 14.9976H10.5428V25.7879H0V15.839C0 10.9553 0.97344 7.19356 2.92032 4.55372C4.8672 1.91388 7.40804 0.395976 10.5428 0V4.65271ZM27.2233 4.65271C25.4084 4.94969 24.0225 5.97263 23.0656 7.72152C22.1416 9.47042 21.6797 11.4833 21.6797 13.7602C21.6797 13.9581 21.6797 14.1561 21.6797 14.3541C21.7127 14.5521 21.7622 14.7666 21.8282 14.9976H27.2233V25.7879H16.631V15.839C16.631 11.9123 17.4559 8.41448 19.1058 5.34567C20.7557 2.24386 23.4616 0.461971 27.2233 0V4.65271Z\"\n                  fill=\"#7171F2\"\n                />\n              \u003C/svg>\n            \u003C/div>\n            \u003Cdiv class=\"italic\">\n              The customer support team is lightning fast. And I mean, whenever I've had an issue, I can expect to have a proper conversation from within my dashboard in real time in under 3 minutes of raising a ticket.\n\n              \u003Cfooter class=\"text-right font-bold !mt-3 text-wrap-balance not-italic [&_a]:font-bold\">\n                \n              \u003C/footer>\n            \u003C/div>\n          \u003C/div>\n        \u003C/blockquote>\u003C/p>\u003Cp>Want a full breakdown? Check out our guide on \u003Ca href=\"/blog/articles/klipfolio-alternatives-and-competitors\">Klipfolio alternatives\u003C/a>.\u003C/p>\u003Ch2 id=\"final-verdict-when-to-use-klipfolio-and-when-to-switch-to-whatagraph\">Final Verdict: When to use Klipfolio and When to Switch to Whatagraph\u003C/h2>\u003Cp>Klipfolio and Whatagraph are both data visualization tools, but ultimately serve different use cases.\u003C/p>\u003Cp>Below is a breakdown of when we’d recommend teams to choose Klipfolio and when Whatagraph:\u003C/p>\u003Cp>\u003Cstrong>Choose Klipfolio if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You’re part of a team wanting to manage internal KPIs\u003C/li>\u003Cli>You can handle a more technical UI and setup process\u003C/li>\u003Cli>You need metric-centric analytics with advanced customization\u003C/li>\u003Cli>You need a dashboard builder with deep data source integrations\u003C/li>\u003Cli>You’re comfortable setting up custom formulas and visualizations manually\u003C/li>\u003Cli>You don’t need to automate large-scale client reporting workflows\u003C/li>\u003C/ul>\u003Cp>Klipfolio is a business intelligence (BI) platform designed for teams that need customizable analytics and real-time dashboards. It has a steep learning curve, but can be suitable for teams with time (and expertise) to build advanced dashboards.\u003C/p>\u003Cp>If you’re part of an agency and need a fast setup, automated reporting, full white-labeling, and easy cross-channel data blending, Whatagraph may be a better fit.\u003C/p>\u003Cp>Choose Whatagraph if: \u003C/p>\u003Cul>\u003Cli>You’re an agency owner juggling reporting for 10+ clients\u003C/li>\u003Cli>You want to use\u003Cstrong> 50+ templates and widgets\u003C/strong> to speed up the reporting workflow\u003C/li>\u003Cli>You’re looking for\u003Cstrong> a more intuitive UI \u003C/strong>with a shorter setup time\u003C/li>\u003Cli>You want\u003Cstrong> white-labeling across all plans\u003C/strong>: logos, domains, colors, custom themes, etc.\u003C/li>\u003Cli>You want to \u003Cstrong>blend data from multiple sources and create custom metrics easily\u003C/strong>\u003C/li>\u003Cli>You plan to \u003Cstrong>export data\u003C/strong> to platforms like BigQuery or Looker Studio\u003C/li>\u003Cli>You want access to \u003Cstrong>AI insights and summaries\u003C/strong> to explain campaign performance for clients\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"/book-a-call\">Get in touch with our team\u003C/a> to get started.\u003C/p>",{"id":598,"description":31,"items":599},371,[600,604,608,612,616],{"id":601,"question":602,"answer":603},1444,"What is Klipfolio?","\u003Cp>\u003Cspan style=\"color:#000000;\">Klipfolio is a business intelligence (BI) and dashboard tool that helps users track, visualize, and share performance data. It lets you pull data from 130+ sources, build custom metrics (called “Klips”), and create dashboards for internal use or client reporting.\u003C/span>\u003C/p>",{"id":605,"question":606,"answer":607},1445,"What is Klipfolio used for?","\u003Cp>\u003Cspan style=\"color:#000000;\">Klipfolio is mostly used by marketing teams and internal data analysts to:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Track key performance indicators (KPIs)\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Blend data from multiple sources\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Create custom dashboards\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Monitor internal performance\u003C/span>\u003Cbr> \u003C/li>\u003C/ul>\u003Cp>\u003Cspan style=\"color:#000000;\">That said, many agencies find it too time-consuming for client-facing reports due to the steep learning curve and lack of client-ready templates.\u003C/span>\u003C/p>",{"id":609,"question":610,"answer":611},1446,"Can I white-label reports in Klipfolio?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes, but only on higher-tier plans.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">To fully white-label your dashboards (remove Klipfolio branding, use custom domains, themes, and colors), you’ll need to be on the Pro ($420/mo) or Premier ($1,025/mo) Agency Plan. This makes full white-labeling out of reach for smaller teams unless they’re ready to pay a premium.\u003C/span>\u003C/p>",{"id":613,"question":614,"answer":615},1447,"Does Klipfolio offer an API?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes. Klipfolio offers an API that allows advanced users to:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Manage data sources\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Automate dashboard or Klip creation\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Push/pull data programmatically\u003C/span>\u003C/li>\u003C/ul>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Keep in mind: Using the API effectively requires technical skills and isn’t very beginner-friendly.\u003C/span>\u003C/p>",{"id":617,"question":618,"answer":619},1448,"What do users say about their experience with Klipfolio?","\u003Cp>\u003Cspan style=\"color:#000000;\">User feedback is mixed:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Pros:\u003C/strong>\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Powerful customization with Klips\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Wide range of integrations\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Good for tracking internal KPIs\u003C/span>\u003C/li>\u003C/ul>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Cons:\u003C/strong>\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Steep learning curve: building dashboards often requires coding or SQL\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Time-consuming: each Klip must be built and edited separately\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Unreliable connectors: some data sources break or deliver incomplete data\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Slow performance: dashboards lag with large datasets\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Support is limited: unless you’re on the highest-tier plan\u003C/span>\u003Cbr>\u003Cbr> \u003C/li>\u003C/ul>\u003Cp>\u003Cspan style=\"color:#000000;\">If you need fast, reliable, and client-ready reporting out of the box, other platforms like Whatagraph are often preferred.\u003C/span>\u003C/p>",{"id":621,"metaTitle":417,"metaDescription":622,"addNoIndex":15,"canonicalURL":31,"metaImage":623},1938,"Thinking about using Klipfolio? See our article on Klipfolio reviews, where users highlight the platform's advantages—and where it falls short.",{"id":422,"name":423,"alternativeText":424,"caption":31,"width":425,"height":426,"formats":624,"hash":435,"ext":292,"mime":293,"size":436,"url":437,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":438,"updatedAt":439},{"thumbnail":625},{"ext":292,"url":429,"hash":430,"mime":293,"name":431,"path":31,"size":432,"width":433,"height":434},{"pagination":627},{"page":5,"pageSize":129,"pageCount":5,"total":5},{"data":629,"meta":642},{"id":319,"title":630,"slug":631,"subheading":632,"createdAt":633,"updatedAt":634,"publishedAt":635,"toc_banner":636},"Marketing analytics & reporting","marketing-analytics-and-reporting","A neverending collection of marketing tips & tricks","2023-05-16T15:41:47.823Z","2025-06-04T14:37:57.786Z","2023-05-18T13:29:41.243Z",{"id":270,"content":637,"cta":638,"cta_collection":31},"Learn how to implement AI successfully at your agency",{"id":639,"label":640,"url":367,"subtext":31,"style":641,"element_id":31,"color":31,"icon":31,"width":31},1611,"Get free playbook","button",{},1759916954600]