[{"data":1,"prerenderedAt":1711},["ShallowReactive",2],{"bpyqRQk8K7_rRSCIF_1HgjC-kcVBfBNwIX8GFkkN2FU":3,"SB-_f1-GRNMO6gutVD5zmJ_TXPJ4MfkKTp_qws74ljY":276,"A9uVtSHkrsoqT_scSdQywQyjrtf5z8acEcRgaTLn2z4":412},{"data":4,"meta":275},{"id":5,"createdAt":6,"updatedAt":7,"text":8,"copyright":9,"policy_links":10,"col_1":28,"col_2":58,"col_3":96,"col_4":140,"col_5":184,"comparisons":219,"hide_element":268,"badges":31},1,"2022-12-27T12:24:01.493Z","2025-09-09T06:11:32.477Z","Whatagraph is the easiest AI-powered marketing intelligence platform that turns complex marketing data into clear insights, instantly. Marketers use Whatagraph to connect all their channels, centralize reporting, and share impactful results - without needing technical expertise.","[year] Marketing Intelligence Platform | Whatagraph. All Rights Reserved, Whatagraph B.V. ©",[11,16,20,24],{"id":12,"title":13,"url":14,"open_new_tab":15},8,"Terms & Conditions","/terms-and-conditions",false,{"id":17,"title":18,"url":19,"open_new_tab":15},9,"Privacy Policy","/privacy-policy",{"id":21,"title":22,"url":23,"open_new_tab":15},10,"Cookie Policy","/cookie-policy",{"id":25,"title":26,"url":27,"open_new_tab":15},11,"Security Policy","/security-policy",[29,33,37,41,45,49,52,55],{"id":5,"title":30,"url":31,"open_new_tab":15,"is_heading":32,"margin_top":15},"Product",null,true,{"id":34,"title":35,"url":36,"open_new_tab":15,"is_heading":15,"margin_top":15},2,"All features","/features",{"id":38,"title":39,"url":40,"open_new_tab":15,"is_heading":15,"margin_top":15},66,"Whatagraph IQ","/whatagraph-iq",{"id":42,"title":43,"url":44,"open_new_tab":15,"is_heading":15,"margin_top":15},6,"Move data to BigQuery","/data-transfer/google-bigquery",{"id":46,"title":47,"url":48,"open_new_tab":15,"is_heading":15,"margin_top":15},62,"Visualize data in Looker Studio","/data-transfer/looker-studio",{"id":50,"title":51,"url":31,"open_new_tab":15,"is_heading":32,"margin_top":32},7,"Solutions",{"id":12,"title":53,"url":54,"open_new_tab":15,"is_heading":15,"margin_top":15},"Marketing Agencies","/marketing-agencies",{"id":17,"title":56,"url":57,"open_new_tab":15,"is_heading":15,"margin_top":15},"In-house Teams","/in-house",[59,61,65,69,73,77,81,84,88,92],{"id":25,"title":60,"url":31,"open_new_tab":15,"is_heading":32,"margin_top":15},"Resources",{"id":62,"title":63,"url":64,"open_new_tab":15,"is_heading":15,"margin_top":15},12,"Blog","/blog",{"id":66,"title":67,"url":68,"open_new_tab":15,"is_heading":15,"margin_top":15},14,"Customer stories","/case-studies",{"id":70,"title":71,"url":72,"open_new_tab":15,"is_heading":15,"margin_top":15},13,"Webinars","/webinars",{"id":74,"title":75,"url":76,"open_new_tab":15,"is_heading":15,"margin_top":15},15,"Marketing report remplates","/templates",{"id":78,"title":79,"url":80,"open_new_tab":15,"is_heading":15,"margin_top":15},16,"Dashboard examples","/dashboard-examples",{"id":82,"title":83,"url":31,"open_new_tab":15,"is_heading":15,"margin_top":15},43,"Comparisons",{"id":85,"title":86,"url":87,"open_new_tab":15,"is_heading":15,"margin_top":15},44,"Reviews","/reviews",{"id":89,"title":90,"url":91,"open_new_tab":32,"is_heading":15,"margin_top":15},63,"Changelog","https://wg.canny.io/changelog",{"id":93,"title":94,"url":95,"open_new_tab":15,"is_heading":15,"margin_top":15},60,"Pricing","/pricing",[97,100,104,108,112,116,120,124,128,132,136],{"id":98,"title":99,"url":31,"open_new_tab":15,"is_heading":32,"margin_top":15},17,"Integrations",{"id":101,"title":102,"url":103,"open_new_tab":15,"is_heading":15,"margin_top":15},19,"Adform","/integrations/adform",{"id":105,"title":106,"url":107,"open_new_tab":15,"is_heading":15,"margin_top":15},18,"Facebook Ads","/integrations/facebook-ads",{"id":109,"title":110,"url":111,"open_new_tab":15,"is_heading":15,"margin_top":15},20,"Google My Business","/integrations/google-my-business",{"id":113,"title":114,"url":115,"open_new_tab":15,"is_heading":15,"margin_top":15},21,"Google Sheets","/integrations/google-sheets",{"id":117,"title":118,"url":119,"open_new_tab":15,"is_heading":15,"margin_top":15},23,"Instagram","/integrations/instagram",{"id":121,"title":122,"url":123,"open_new_tab":15,"is_heading":15,"margin_top":15},22,"Klaviyo","/integrations/klaviyo",{"id":125,"title":126,"url":127,"open_new_tab":15,"is_heading":15,"margin_top":15},24,"LinkedIn","/integrations/linkedin",{"id":129,"title":130,"url":131,"open_new_tab":15,"is_heading":15,"margin_top":15},25,"LinkedIn Ads","/integrations/linkedin-ads",{"id":133,"title":134,"url":135,"open_new_tab":15,"is_heading":15,"margin_top":15},53,"StackAdapt","/integrations/stackadapt",{"id":137,"title":138,"url":139,"open_new_tab":15,"is_heading":15,"margin_top":15},27,"50+ More Integrations","/integrations",[141,144,148,152,156,160,164,168,172,176,180],{"id":142,"title":143,"url":31,"open_new_tab":15,"is_heading":32,"margin_top":15},28,"Reports & dashboards",{"id":145,"title":146,"url":147,"open_new_tab":15,"is_heading":15,"margin_top":15},29,"Marketing reporting software","/marketing-reporting-software",{"id":149,"title":150,"url":151,"open_new_tab":15,"is_heading":15,"margin_top":15},55,"Facebook Ads reporting tool","/facebook-ads-reporting-tool",{"id":153,"title":154,"url":155,"open_new_tab":15,"is_heading":15,"margin_top":15},32,"Google Ads reporting tool","/google-ads-reporting-tool",{"id":157,"title":158,"url":159,"open_new_tab":15,"is_heading":15,"margin_top":15},54,"Google My Business reporting tool","/google-my-business-reporting-tool",{"id":161,"title":162,"url":163,"open_new_tab":15,"is_heading":15,"margin_top":15},34,"Instagram reporting tool","/instagram-reporting-tool",{"id":165,"title":166,"url":167,"open_new_tab":15,"is_heading":15,"margin_top":15},56,"Social media reporting tool","/social-media-report-tool",{"id":169,"title":170,"url":171,"open_new_tab":15,"is_heading":15,"margin_top":15},38,"SEO reporting tool","/seo-reporting-tool",{"id":173,"title":174,"url":175,"open_new_tab":15,"is_heading":15,"margin_top":15},57,"TikTok Ads dashboard","/tiktok-ads-dashboard",{"id":177,"title":178,"url":179,"open_new_tab":15,"is_heading":15,"margin_top":15},39,"White-label dashboard software","/white-label-dashboard",{"id":181,"title":182,"url":183,"open_new_tab":15,"is_heading":15,"margin_top":15},40,"All marketing report examples","/reporting-examples",[185,188,191,195,199,203,207,211,215],{"id":186,"title":187,"url":31,"open_new_tab":15,"is_heading":32,"margin_top":15},41,"Company ",{"id":189,"title":190,"url":31,"open_new_tab":15,"is_heading":15,"margin_top":15},42,"Whatagraph B.V.",{"id":192,"title":193,"url":194,"open_new_tab":32,"is_heading":15,"margin_top":15},45,"+1 917 905 4361","tel:+19179054361",{"id":196,"title":197,"url":198,"open_new_tab":32,"is_heading":15,"margin_top":15},59,"+31 30 203 0159","tel:+31302030159",{"id":200,"title":201,"url":202,"open_new_tab":32,"is_heading":15,"margin_top":15},46,"hi@whatagraph.com","mailto:hi@whatagraph.com",{"id":204,"title":205,"url":206,"open_new_tab":15,"is_heading":15,"margin_top":32},47,"About us","/about",{"id":208,"title":209,"url":210,"open_new_tab":15,"is_heading":15,"margin_top":15},48,"Career","/career",{"id":212,"title":213,"url":214,"open_new_tab":32,"is_heading":15,"margin_top":15},65,"Help center","https://help.whatagraph.com/",{"id":216,"title":217,"url":218,"open_new_tab":15,"is_heading":15,"margin_top":15},50,"Report misconduct","https://forms.gle/t7XC9CWM2jwenS769",[220,223,226,229,232,235,238,241,244,247,250,253,256,259,262,265],{"id":62,"title":221,"url":222,"open_new_tab":15},"Looker Studio alternative","/alternatives/google-data-studio",{"id":70,"title":224,"url":225,"open_new_tab":15},"Supermetrics alternative","/alternatives/supermetrics",{"id":66,"title":227,"url":228,"open_new_tab":15},"Databox alternative","/alternatives/databox",{"id":74,"title":230,"url":231,"open_new_tab":15},"DashThis alternative","/alternatives/dashthis",{"id":78,"title":233,"url":234,"open_new_tab":15},"Klipfolio alternative","/alternatives/klipfolio",{"id":98,"title":236,"url":237,"open_new_tab":15},"AgencyAnalytics alternative","/alternatives/agency-analytics",{"id":105,"title":239,"url":240,"open_new_tab":15},"Funnel.io alternative","/alternatives/funnel-io",{"id":101,"title":242,"url":243,"open_new_tab":15},"NinjaCat alternative","/alternatives/ninjacat",{"id":109,"title":245,"url":246,"open_new_tab":15},"TapClicks alternative","/alternatives/tapclicks",{"id":113,"title":248,"url":249,"open_new_tab":15},"ReportGarden alternative","/alternatives/reportgarden",{"id":121,"title":251,"url":252,"open_new_tab":15},"Swydo alternative","/alternatives/swydo",{"id":117,"title":254,"url":255,"open_new_tab":15},"Cyfe alternative","/alternatives/cyfe",{"id":125,"title":257,"url":258,"open_new_tab":15},"Adverity alternative","/alternatives/adverity",{"id":129,"title":260,"url":261,"open_new_tab":15},"Datorama alternative","/alternatives/datorama",{"id":137,"title":263,"url":264,"open_new_tab":15},"Best marketing analytics tools and software","/blog/articles/best-marketing-analytics-tools",{"id":142,"title":266,"url":267,"open_new_tab":15},"Best social media analytics tools","/blog/articles/best-social-media-analytics-tools",[269,272,274],{"id":270,"page_slug":271},5,"/facebook-ads-reporting-tool-1",{"id":42,"page_slug":273},"/marketing-reporting-software-1",{"id":50,"page_slug":31},{},{"data":277,"meta":411},{"id":5,"createdAt":278,"updatedAt":279,"element":280,"cta":388,"hide_main_menu":397,"custom_cta_on_right":402},"2023-05-19T14:58:27.023Z","2025-09-26T09:10:43.110Z",[281,311,313,315,318],{"id":5,"__component":282,"title":30,"columns":283,"highlight_title":31,"link":284,"highlight_image":31,"highlight_links":310},"navigation.nav-dropdown","columns - 2",[285,298],{"id":5,"title":35,"url":36,"open_new_tab":15,"column":286,"subtitle":287,"svg":288},"column 1","Your single source of truth for marketing data",{"id":289,"name":290,"alternativeText":31,"caption":31,"width":208,"height":208,"formats":31,"hash":291,"ext":292,"mime":293,"size":294,"url":295,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":297,"updatedAt":297},12497,"All features.png","All_features_fffaa940e6",".png","image/png",1.58,"https://s3.us-east-2.amazonaws.com/whatagraph.com/All_features_fffaa940e6.png","aws-s3","2024-06-03T14:56:55.287Z",{"id":125,"title":39,"url":40,"open_new_tab":15,"column":299,"subtitle":300,"svg":301},"column 2","Marketing intelligence, redefined",{"id":302,"name":303,"alternativeText":304,"caption":31,"width":82,"height":189,"formats":31,"hash":305,"ext":292,"mime":293,"size":306,"url":307,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":308,"updatedAt":309},15140,"IQ-main.png","Here's the alt text for the image:\n\nIQ - Gradient blue stylized \"G\" shape with a star inside.\n","IQ_main_eb56b46e73",2.31,"https://s3.us-east-2.amazonaws.com/whatagraph.com/IQ_main_eb56b46e73.png","2025-07-10T13:16:03.188Z","2025-07-10T13:16:05.500Z",[],{"id":5,"__component":312,"title":99,"url":139,"open_new_tab":15},"navigation.nav-link",{"id":314,"__component":312,"title":94,"url":95,"open_new_tab":15},30,{"id":316,"__component":312,"title":317,"url":68,"open_new_tab":15},31,"Case studies",{"id":319,"__component":282,"title":60,"columns":283,"highlight_title":31,"link":320,"highlight_image":31,"highlight_links":387},3,[321,333,343,352,365,378],{"id":70,"title":322,"url":76,"open_new_tab":15,"column":286,"subtitle":323,"svg":324},"Templates","Check how your report could look",{"id":325,"name":326,"alternativeText":31,"caption":31,"width":125,"height":125,"formats":31,"hash":327,"ext":328,"mime":329,"size":330,"url":331,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":332,"updatedAt":332},10819,"pie-chart.svg","pie_chart_9ce5b07143",".svg","image/svg+xml",1.73,"https://s3.us-east-2.amazonaws.com/whatagraph.com/pie_chart_9ce5b07143.svg","2023-06-01T12:08:10.206Z",{"id":17,"title":213,"url":334,"open_new_tab":32,"column":286,"subtitle":335,"svg":336},"https://help.whatagraph.com/en/","Find your answer",{"id":337,"name":338,"alternativeText":31,"caption":31,"width":125,"height":125,"formats":31,"hash":339,"ext":328,"mime":329,"size":340,"url":341,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":342,"updatedAt":342},10816,"headphones.svg","headphones_4a31bf58b1",1.69,"https://s3.us-east-2.amazonaws.com/whatagraph.com/headphones_4a31bf58b1.svg","2023-06-01T12:06:18.761Z",{"id":21,"title":63,"url":64,"open_new_tab":15,"column":286,"subtitle":344,"svg":345},"Get more from your marketing data",{"id":346,"name":347,"alternativeText":31,"caption":31,"width":125,"height":125,"formats":31,"hash":348,"ext":328,"mime":329,"size":349,"url":350,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":351,"updatedAt":351},10817,"edit-2.svg","edit_2_a866c4f09a",0.49,"https://s3.us-east-2.amazonaws.com/whatagraph.com/edit_2_a866c4f09a.svg","2023-06-01T12:06:44.598Z",{"id":121,"title":353,"url":354,"open_new_tab":32,"column":299,"subtitle":355,"svg":356},"Free marketing tools","https://whatagraph.com/free-marketing-tools","Calculators and industry benchmarks",{"id":357,"name":358,"alternativeText":359,"caption":31,"width":208,"height":208,"formats":31,"hash":360,"ext":292,"mime":293,"size":361,"url":362,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":363,"updatedAt":364},13988,"Calculator.png","Calculator - Blue pixelated calculator icon on a black background.","Calculator_f51925f30e",0.46,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Calculator_f51925f30e.png","2025-03-11T02:59:35.462Z","2025-03-11T02:59:36.902Z",{"id":113,"title":366,"url":367,"open_new_tab":15,"column":299,"subtitle":368,"svg":369},"AI playbook for agencies","https://whatagraph.com/ai-playbook-for-agencies","E-book",{"id":370,"name":371,"alternativeText":372,"caption":31,"width":208,"height":208,"formats":31,"hash":373,"ext":292,"mime":293,"size":374,"url":375,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":376,"updatedAt":377},13894,"AI_playbook.png","AI Playbook - Pixelated blue sparkles on a black background","AI_playbook_34ff63e8df",1.31,"https://s3.us-east-2.amazonaws.com/whatagraph.com/AI_playbook_34ff63e8df.png","2025-02-20T08:30:15.697Z","2025-02-20T08:30:17.156Z",{"id":25,"title":71,"url":72,"open_new_tab":15,"column":299,"subtitle":379,"svg":380},"Expertise from industry leaders",{"id":381,"name":382,"alternativeText":31,"caption":31,"width":125,"height":125,"formats":31,"hash":383,"ext":328,"mime":329,"size":384,"url":385,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":386,"updatedAt":386},10818,"video.svg","video_e3ded23c6a",0.81,"https://s3.us-east-2.amazonaws.com/whatagraph.com/video_e3ded23c6a.svg","2023-06-01T12:07:11.869Z",[],[389,393],{"id":5,"label":390,"url":391,"open_new_tab":32,"button_type":392},"Log in","https://live.whatagraph.com/auth/login","link",{"id":319,"label":394,"url":395,"open_new_tab":15,"button_type":396},"Get a demo","/book-a-call","primary",[398,400],{"id":12,"page_slug":399},"/marketing-intelligence-platform-lp",{"id":17,"page_slug":401},"/marketing-reporting-cheatsheet",[403,408],{"id":5,"page_slug":399,"cta":404},[405],{"id":270,"label":406,"url":407,"open_new_tab":32,"button_type":396},"Start free","https://live.whatagraph.com/auth/register",{"id":34,"page_slug":401,"cta":409},[410],{"id":42,"label":406,"url":407,"open_new_tab":32,"button_type":396},{},{"data":413,"meta":1710},{"id":5,"subheader":414,"title":86,"subtitle":415,"createdAt":416,"updatedAt":417,"publishedAt":418,"contents":419,"seo":1689},"Tool Reviews","Read honest, in-depth reviews of major marketing data and reporting tools. Find full features, user reviews, and pricing.","2025-04-17T14:23:47.310Z","2025-08-04T09:49:59.505Z","2025-04-18T10:54:40.851Z",[420,625,831,900,975,1051,1126,1197,1264,1340,1408,1479,1548,1621],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426,"image":427,"author":446,"content":583,"faq":595,"seo":619},"AgencyAnalytics","agencyanalytics","Honest AgencyAnalytics Review in 2025: Is it Right for You?","2025-04-17T14:22:02.429Z","2025-09-29T07:29:13.676Z","2025-04-18T10:54:12.670Z",{"id":428,"name":429,"alternativeText":430,"caption":31,"width":431,"height":432,"formats":433,"hash":441,"ext":292,"mime":293,"size":442,"url":443,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":444,"updatedAt":445},14338,"agency-analytics.png","Agency Analytics review - logo of AgencyAnalytics ",1740,1434,{"thumbnail":434},{"ext":292,"url":435,"hash":436,"mime":293,"name":437,"path":31,"size":438,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_agency_analytics_3fca1ffebe.png","thumbnail_agency_analytics_3fca1ffebe","thumbnail_agency-analytics.png",20.9,189,156,"agency_analytics_3fca1ffebe",481.87,"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_analytics_3fca1ffebe.png","2025-04-17T14:20:45.658Z","2025-05-15T05:33:51.183Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":455,"articles":473,"seo":514,"tool_reviews":518},136,"Brinda Gulati","Brinda Gulati is a fractional content marketer and freelance writer who specializes in data-driven storytelling and writing easy-to-understand, informative content for humans. She has two degrees in Creative Writing from the University of Warwick, and believes that above all, stories are a deeply human endeavor. She has two dogs, knows thrifting spots, and loves afternoon naps.","2025-02-28T10:39:49.342Z","2025-06-10T14:38:31.547Z","2025-02-28T10:40:09.137Z","brinda-gulati","https://www.linkedin.com/in/brindagulati/",{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":460,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},13927,"Brinda Gulati.jpeg","Brinda Gulati - Portrait of a woman with dark hair pulled back, wearing black jacket and eye makeup.",800,{"thumbnail":461},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},".jpeg","https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Brinda_Gulati_bfbaf591c2.jpeg","thumbnail_Brinda_Gulati_bfbaf591c2","image/jpeg","thumbnail_Brinda Gulati.jpeg",5.46,"Brinda_Gulati_bfbaf591c2",120.22,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Brinda_Gulati_bfbaf591c2.jpeg","2025-02-28T10:38:50.811Z","2025-02-28T10:38:53.593Z",[474,484,494,504],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},2346,"7 Best Automated Reporting Tools: Features, Pros & Cons (2025)","automated-reporting-tools","\u003Cp>We know you’re busy. But you deserve a reporting tool that works \u003Ci>for you\u003C/i>—not the other way around. \u003C/p>\u003Cp>That’s why we did the heavy-lifting: testing dozens of automated reporting tools, analyzing hundreds of G2 reviews, shortlisting six solutions—and finally, rating them against our five key criteria. \u003C/p>\u003Cp>Each of the six contenders promises to free up your billable hours—but which one \u003Ci>actually \u003C/i>delivers? \u003C/p>","\u003Cp>You’re here because: \u003C/p>\u003Cul>\u003Cli>You waste 20 minutes every morning logging into seven different platforms.\u003C/li>\u003Cli>You've been apologizing for \"slightly outdated\" data in client meetings.\u003C/li>\u003Cli>You've done the math and realized hiring another analyst for every five new clients is not exactly feasible.\u003C/li>\u003C/ul>\u003Cp>This problem of wasted time on data reporting isn’t new…\u003C/p>\u003Cp>In 2015, Matt Umbro wrote about the \"\u003Ca href=\"https://martech.org/25-rule-reporting-matters/#:~:text=Generally%2C%20reporting%20(including%20written%20analysis,techniques%20for%20better%20reporting%20efficiency.\" target=\"_blank\" rel=\"noopener noreferrer\">25% rule\u003C/a>\"—if you're burning more than 25% of your billable monthly hours on just reporting processes—you’re hemorrhaging productivity.\u003C/p>\u003Cp>Fast-forward to 2025, marketers are \u003Ci>still\u003C/i> spending \u003Ca href=\"https://www.airtable.com/lp/resources/reports/2024-marketing-trends?ref=blog.airtable.com&_gl=1*1rd5cjn*_gcl_au*NzE0NTgxODA3LjE3NDA2Mjg0MTg.*_ga*MTUzOTk0ODYwMi4xNzQwNjI4NDE4*_ga_VJY8J9RFZM*MTc0MDY5NDYzOC4zLjAuMTc0MDY5NDYzOC42MC4wLjA.\" target=\"_blank\" rel=\"noopener noreferrer\">4.1 hours\u003C/a> analyzing data and creating reports every week—plus, 2.2 hours on data entry and cleansing. \u003C/p>\u003Cp>For you, that ends right here.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/1_42c1e1bd18.png\" alt=\"1 - Drake meme. Drake rejecting manual reporting and endorsing automatic reporting.\">\u003C/p>\u003Cp>Source: \u003Ca href=\"https://www.reddit.com/r/grafana/comments/15uf3on/reporting_automation_is_the_future/\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit\u003C/a>\u003C/p>\u003Cp>We talked to agencies, small businesses, and large in-house teams about what they really want from an automated reporting tool:\u003C/p>\u003Cp>✅ \u003Cstrong>Ease of use\u003C/strong>: A user-friendly platform that anyone can master quickly.\u003C/p>\u003Cp>✅ \u003Cstrong>Automated reporting workflows\u003C/strong>:\u003Cstrong> \u003C/strong>Schedule and send recurring reports to reduce manual reporting and cut down on errors.\u003C/p>\u003Cp>✅ \u003Cstrong>Customizable reports and dashboards\u003C/strong>:\u003Cstrong> \u003C/strong>Repurpose any report for a new client—update the branding and adjust the KPIs to perfectly match their business goals.\u003C/p>\u003Cp>✅ \u003Cstrong>Data blending\u003C/strong>:\u003Cstrong> \u003C/strong>Merge data from various data sources (e.g., Google Ads, Facebook, CRM) to see how everything fits together for better data-driven decisions in real time.\u003C/p>\u003Cp>✅ \u003Cstrong>Multi-client management\u003C/strong>: Essential for agencies handling 5+ clients—compartmentalize data and easily switch between accounts.\u003C/p>\u003Cp>In just nine minutes, you’ll know which automated reporting tool is the right choice for you. \u003C/p>\u003Ch2>7 Best Automated Reporting Tools in 2025\u003C/h2>\u003Cp>Here's a snapshot of our top 6 choices for automated reporting software:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>DashThis\u003C/strong>: Perfect for straightforward dashboards, but limited in advanced customization.\u003C/li>\u003Cli>\u003Cstrong>Databox\u003C/strong>: Real-time champion, but sub-account management can be tricky.\u003C/li>\u003Cli>\u003Cstrong>Tableau\u003C/strong>: Fantastic data visuals, but can be overkill for smaller agencies (and pricey).\u003C/li>\u003Cli>\u003Cstrong>Looker Studio\u003C/strong>: Solid (and free) for Google-centric data, but less robust for multi-client setups.\u003C/li>\u003Cli>\u003Cstrong>Toucan: \u003C/strong>No code CMS analytics platform for data and IT teams at small to medium companies. \u003C/li>\u003Cli>\u003Cstrong>AgencyAnalytics\u003C/strong>: White-label dashboards for agencies, though with basic data-blending.\u003C/li>\u003Cli>\u003Cstrong>Whatagraph\u003C/strong>: A balanced blend of easy setup, advanced AI (Whatagraph IQ) and multi-client reporting power.\u003C/li>\u003C/ol>\u003Cp>Let's get into each of them.\u003C/p>\u003Ch2>1. DashThis\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Teams or consultants who need bare-bones dashboards. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/2_6fef214b90.png\" alt=\"Marketing Analytics - Dashboard showing Google Ads performance metrics and charts.\">\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/dashthis-alternatives-and-competitors\">DashThis\u003C/a> is a light, user-friendly data reporting tool that focuses on delivering easy-to-read dashboards for marketing campaigns—particularly paid ads and social media channels. Think of it as Power BI's free desktop version, but laser-focused on the metrics marketers actually care about.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Pre-built templates\u003C/strong>: Quickly create dashboards for Google Analytics, Facebook Ads, etc.\u003C/li>\u003Cli>\u003Cstrong>Scheduling and email reports\u003C/strong>: Automate PDF or email sends to clients.\u003C/li>\u003Cli>\u003Cstrong>Basic integrations\u003C/strong>: Connects with many popular ad networks, though some data might require manual importing.\u003C/li>\u003Cli>\u003Cstrong>Simplicity first\u003C/strong>: A minimalistic approach to design.\u003C/li>\u003C/ul>\u003Ch3>DashThis pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Quick setup: \u003C/strong>DashThis’s streamlined interface and templates help new users build a dashboard within minutes. No coding or advanced customization required.\u003C/li>\u003Cli>\u003Cstrong>Time-saving automation: \u003C/strong>Once you’ve configured your basic metrics, you can schedule automated reports—saving hours on manual tasks.\u003C/li>\u003Cli>\u003Cstrong>User-friendly: \u003C/strong>Beginners or smaller agencies often find DashThis less intimidating than more complex platforms.\u003C/li>\u003C/ul>\u003Ch3>DashThis cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Limited data manipulation\u003C/strong>: If you need granular analysis—like eCommerce funnels, custom attribution, or in-depth PPC analytics—DashThis might feel restrictive—forcing you back into tedious manual reporting.\u003C/li>\u003Cli>\u003Cstrong>Report customization restrictions\u003C/strong>: While report templates exist, teams with highly specific brand guidelines or advanced design needs may find DashThis’s template customization less flexible. This can be a pain if you’re dealing with blended data from Google Sheets or specialized PPC segmenting.\u003C/li>\u003Cli>\u003Cstrong>Learning curve for complex reports: \u003C/strong>Building highly detailed or custom reports poses a learning curve. Balancing DashThis’s interface, plan limits, and your data complexity can take time.\u003C/li>\u003C/ul>\u003Ch3>DashThis pricing:\u003C/h3>\u003Cp>DashThis’s pricing depends on how many dashboards you need. For example, their “Individual” and “Professional” plans offer just 3 and 10 dashboards, respectively. \u003C/p>\u003Cp>That might work for freelancers or small businesses, but if you’re an agency handling 5+ clients, you could run out of dashboards quickly—or face higher costs upgrading to bigger plans.\u003C/p>\u003Ch4>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/3_56ff55bbb7.png\" alt=\"Pricing - A pricing table featuring four plans: Individual, Professional, Business, and Standard.\">\u003C/h4>\u003Ch3>What do real users say about DashThis?\u003C/h3>\u003Cp>Most praise DashThis’s user-friendly interface for quick data visualization across multiple sources. \u003C/p>\u003Cp>But many find the pricing steep for smaller teams, and advanced features can require a bit more know-how—like \u003Ca href=\"https://www.g2.com/products/dashthis/reviews?utf8=%E2%9C%93&order=most_recent\" target=\"_blank\" rel=\"noopener noreferrer\">Mohammed S. on G2\u003C/a>:\u003C/p>\u003Cp>“\u003Ci>One downside is the pricing; it can be a bit steep for smaller teams. Also, some of the advanced features are a little tricky to set up without prior knowledge\u003C/i>.”\u003C/p>\u003Cp>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/4_ec21cae6bb.png\" alt=\"4 - Customer review with star rating and written testimonial.\">\u003C/p>\u003Ch2>2. Databox\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Teams that need real-time dashboards for quick snapshots.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/databox-alternatives-and-competitors\">Databox\u003C/a> is designed to deliver live data updates via a drag-and-drop interface, making it appealing for basic reporting. But based on feedback from agencies, many users are still spending 15–30 hours a month on reporting tasks. \u003C/p>\u003Cp>The culprit is Databox’s dashboards—they often don’t offer the flexibility needed for advanced data exploration, forcing teams to create separate slide decks with screenshots and custom graphs. No bueno.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/5_d22b030805.png\" alt=\"5 - Analytics dashboard interface with performance metrics and charts.\">\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Live data updates\u003C/strong>: Near real-time refreshes across integrated channels.\u003C/li>\u003Cli>\u003Cstrong>Pre-built dashboards and templates\u003C/strong>: Quick to launch but locked into a “slide-deck” style format.\u003C/li>\u003Cli>\u003Cstrong>Textbox widget\u003C/strong>: A full-featured text editor that allows for embedding metrics, but its fixed landscape mode limits display options.\u003C/li>\u003C/ul>\u003Ch3>Databox pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Real-time insights\u003C/strong>: Offers quick, live snapshots of key performance indicators.\u003C/li>\u003Cli>\u003Cstrong>User-friendly interface\u003C/strong>: The drag-and-drop functionality makes it easy for teams to set up basic dashboards without heavy technical know-how.\u003C/li>\u003Cli>\u003Cstrong>Quick deployment\u003C/strong>: Pre-built templates allow you to start monitoring essential metrics almost immediately.\u003C/li>\u003C/ul>\u003Ch3>Databox cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Customization constraints\u003C/strong>: Limited flexibility means you might need to create additional slide decks or custom graphs outside of the platform to fully tailor reports.\u003C/li>\u003Cli>\u003Cstrong>Inefficient workflow for complex reporting\u003C/strong>: For teams that need deep analysis, the process often becomes duplicative and time-consuming.\u003C/li>\u003Cli>\u003Cstrong>Learning curve for advanced setups\u003C/strong>: Configuring more intricate reporting structures (like filtering top-level metrics or applying date range changes across clients) can be challenging.\u003C/li>\u003Cli>\u003Cstrong>Performance issues\u003C/strong>: Some users note that the platform can feel “overwhelmed” when handling large or complex data sets, resulting in slower load times and a less interactive experience.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Side note: \u003C/strong>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we make sure we're “always on” for you. Over the past six months, we've clocked an impressive \u003Cstrong>99.95% uptime\u003C/strong>—and we’re not about to let that slip. \u003C/p>\u003Cp>If anything \u003Ci>does\u003C/i> go wrong, an emergency alert pings our product engineers (yes, even at 3 a.m.), so they can jump in and tackle the issue—pronto.\u003C/p>\u003Cp>What does that mean for you?\u003C/p>\u003Cul>\u003Cli>A stable platform with minimal data hiccups or delays.\u003C/li>\u003Cli>Faster bug fixes, handled in-house—no waiting around for a third party.\u003C/li>\u003Cli>Lightning-fast report loads, no matter when, where, or how you log in.\u003C/li>\u003Cli>Any downtime (which is rare) is quickly resolved by our on-call engineers, 24/7.\u003C/li>\u003C/ul>\u003Ch3>Databox pricing:\u003C/h3>\u003Cp>\u003Cspan style=\"color:#000000;\">Here’s a quick rundown of Databox’s monthly pricing tiers (billed annually), based on their website as of October 2025:\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Professional ($159/month):\u003C/strong> 3 data sources, unlimited dashboards, unlimited users, custom metrics, standard sync.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Growth ($399/month):\u003C/strong> 3 data sources, unlimited dashboards, unlimited users, plus AI summaries, datasets, forecasting, advanced filters, and row-level drilldowns.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Premium ($799/month):\u003C/strong> 100 data sources, unlimited dashboards, unlimited users, plus 15-minute syncs on select sources, enterprise security, and priority support.\u003C/span>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_pricing_af166c82d6.png\" alt=\"Databox Pricing - Pricing chart comparing three plans: Professional, Growth, and Premium.\">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Note: \u003C/strong>Databox no longer offers a “Free Forever” plan. Instead, all users begin with a 14-day free trial of their Growth plan.\u003C/span>\u003C/p>\u003Cp>As your needs grow, watch out for potential overages—more data sources or dashboards than your plan allows may push you to the next tier.\u003C/p>\u003Ch3>What do real users say about Databox?\u003C/h3>\u003Cp>Reviewers rave about Databox's ability to easily combine multiple data sources, and business users find it very user-friendly.\u003C/p>\u003Cp>But some \u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-2984728\" target=\"_blank\" rel=\"noopener noreferrer\">also mention\u003C/a> missing key features—particularly around distinguishing traffic sources and time points—suggesting the interface could be more intuitive for deeper analysis.\u003C/p>\u003Cp>“\u003Ci>....it’s hard to discern between traffic sources and points in time as well as different dates because of it being too white of a interface…\u003C/i>”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/7_b979f6e0ce.png\" alt=\"7 - Customer review with title, star rating, and Databox feedback.\">\u003C/p>\u003Ch2>3. Tableau\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Data-savvy teams or larger organizations that need deep analytics and enterprise-level data visualization.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/8_e3add4282b.png\" alt=\"\">Tableau is often regarded as the gold standard for business intelligence (BI) and data analytics, allowing you to blend multiple data sources, create interactive reports and dashboards, and drill down into granular insights. \u003C/p>\u003Cp>But its robust feature set comes with a steep learning curve. And it isn’t particularly designed for agencies managing multiple clients who need quick, templated reports.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Advanced data visualization\u003C/strong>: Interactive, highly customizable dashboards.\u003C/li>\u003Cli>\u003Cstrong>Deep analytics and calculations\u003C/strong>: Write complex formulas, combine multiple data sets, and use forecasting tools to predict future trends.\u003C/li>\u003Cli>\u003Cstrong>Scalability\u003C/strong>: Handles large volumes of data with enterprise-level security.\u003C/li>\u003Cli>\u003Cstrong>Live data connections\u003C/strong>: Real-time or near real-time updates, if configured properly.\u003C/li>\u003C/ul>\u003Ch3>Tableau pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Powerful advanced analytics\u003C/strong>: Excellent for in-depth exploration, predictive modeling, and custom calculations.\u003C/li>\u003Cli>\u003Cstrong>Highly customizable dashboards\u003C/strong>: Offers rich visualization options, from heat maps to advanced geospatial analytics.\u003C/li>\u003Cli>\u003Cstrong>Broad and seamless integration\u003C/strong>: Connects to a wide range of data sources, from SQL databases to cloud services.\u003C/li>\u003C/ul>\u003Ch3>Tableau cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Steep learning curve\u003C/strong>: Non-technical users often need training to use Tableau to its full potential.\u003C/li>\u003Cli>\u003Cstrong>Costly for smaller teams\u003C/strong>: Licensing fees can add up quickly, especially if multiple team members need access.\u003C/li>\u003Cli>\u003Cstrong>Not agency-focused\u003C/strong>: While it excels at enterprise analytics, it lacks built-in tools for multi-client management or easy white-labeling.\u003C/li>\u003Cli>\u003Cstrong>Resource-heavy\u003C/strong>: Large data sets and advanced calculations may require robust hardware or cloud resources.\u003C/li>\u003C/ul>\u003Ch3>Tableau pricing:\u003C/h3>\u003Cp>\u003Cspan style=\"color:#000000;\">If you’re looking for transparent pricing, Tableau isn’t it. Their entire pricing model has moved behind a “Contact Sales” wall. That means even the basics—like a Creator, Explorer, or Viewer license—don’t have sticker prices listed anymore.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Instead, you’ll see:\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Creator:\u003C/strong> Required for every deployment. Comes with Tableau Desktop, Prep Builder, a Creator license on Cloud/Server, and Tableau Pulse (Cloud only).\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Explorer:\u003C/strong> Aimed at self-service analytics.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Viewer:\u003C/strong> For read-only access to dashboards and visualizations.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Enterprise and Tableau+:\u003C/strong> Higher-end packages layering in governance, security, and AI-powered analytics.\u003C/span>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tableau_pricing_5ef4723631.png\" alt=\"Tableau Pricing - Tableau product comparison with contact sales buttons.\">\u003C/p>\u003Ch3>What do real users say about Tableau?\u003C/h3>\u003Cp>A lot of users—like \u003Ca href=\"https://www.g2.com/products/tableau/reviews/tableau-review-10851943\" target=\"_blank\" rel=\"noopener noreferrer\">Srinivasa Reddy B.\u003C/a>—praise Tableau’s advanced features like LOD calculations and interactive dashboards. \u003C/p>\u003Cp>But they note slow performance and “odd” behavior when connecting live data, resulting in longer load times for the server.\u003C/p>\u003Cp>“\u003Ci>1. It performs odd when we connect a live data\u003C/i>\u003C/p>\u003Cp>\u003Ci> 2. Takes so much time to send data to server.\u003C/i>”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/10_76d30822a6.png\" alt=\"\">\u003C/p>\u003Ch2>4. Looker Studio\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Teams heavily invested in Google-centric data that can handle manual data blending for non-Google sources.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/11_b9ae9768e8.png\" alt=\"Google Ads - Dashboard displaying clicks, conversions, cost metrics, and campaign performance.\">\u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-alternatives\">Looker Studio\u003C/a> (formerly Google Data Studio) allows you to create dashboards and reports from Google’s native platforms, mostly for free. However, many agencies find themselves manually blending data in Sheets or relying on third-party connectors like Supermetrics—especially when managing multiple channels (Facebook, TikTok, Pinterest, etc.). \u003C/p>\u003Cp>Free can quickly become expensive, too. Frequent complaints center around slow loading times, limited advanced features, and lack of multi-client management tools.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Free for basic use\u003C/strong>: Create and share reports without a subscription (enterprise tiers available).\u003C/li>\u003Cli>\u003Cstrong>Native Google integrations\u003C/strong>: Pull data from Google Ads, Analytics, YouTube, and more.\u003C/li>\u003Cli>\u003Cstrong>Simple dashboards\u003C/strong>: Beginner-friendly for straightforward metrics and visuals.\u003C/li>\u003C/ul>\u003Ch3>Looker Studio pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Easy to start\u003C/strong>: Ideal if your reporting is primarily Google-based and you want a no-cost entry point.\u003C/li>\u003Cli>\u003Cstrong>Basic templates\u003C/strong>: You can quickly spin up standard reports for top-level KPIs.\u003C/li>\u003Cli>\u003Cstrong>Wide user community\u003C/strong>: Plenty of how-to guides and community templates to jumpstart your setup.\u003C/li>\u003C/ul>\u003Ch3>Looker Studio cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Limited data blending\u003C/strong>: You’ll often need manual merges in Sheets or paid connectors to handle multi-channel data.\u003C/li>\u003Cli>\u003Cstrong>Slow and unreliable\u003C/strong> \u003Cstrong>for big data sets\u003C/strong>: Agencies note frequent loading delays and breaks, which can hamper productivity.\u003C/li>\u003Cli>\u003Cstrong>Minimal multi-client features\u003C/strong>: Not designed for large agencies juggling dozens of client dashboards; no built-in white-labeling.\u003C/li>\u003Cli>\u003Cstrong>Lack of automated insights\u003C/strong>: No built-in AI-driven recommendations or automated creative performance reporting—teams must manually build these insights.\u003C/li>\u003Cli>\u003Cstrong>No customer support\u003C/strong>: Users must learn its features, connectors, and design elements on their own. In theory, there’s an email address for developer assistance, but according to both our experience and G2 reviews, responses can be slow or unhelpful.\u003C/li>\u003C/ul>\u003Cp>BTW, every Whatagraph plan comes with its very own dedicated Customer Success Manager—and our live chat support replies in just 4 minutes.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">\u003Cstrong>This is how you know you’ve outgrown Looker Studio\u003C/strong>\u003C/a>\u003Cstrong>.\u003C/strong>\u003C/p>\u003Ch3>Looker Studio pricing:\u003C/h3>\u003Cp>Looker Studio (Google Cloud core) currently offers three platform editions—but doesn’t list public pricing; you’ll need to contact sales for a quote. Here’s a quick rundown:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Standard\u003C/strong>: Suited for small teams (<50 users). Includes 1 production instance, 10 standard users, 2 developer users, and up to 1,000 query-based API calls/month.\u003C/li>\u003Cli>\u003Cstrong>Enterprise\u003C/strong>: Adds advanced security features and higher limits for larger organizations.\u003C/li>\u003Cli>\u003Cstrong>Embed\u003C/strong>: Built for external analytics at scale, supporting up to 500,000 query-based API calls/month.\u003C/li>\u003C/ul>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/12_58384da922.png\" alt=\"Platform - List of the three Looker platform editions.\">What do real users say about Looker Studio?\u003C/h3>\u003Cp>Many find it ideal for quickly building a dashboard and connecting with multiple data tools—like BigQuery, Snowflake, or even Google Drive. \u003C/p>\u003Cp>But once you start blending larger or more complex data sets, some reviewers like \u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-9235544\" target=\"_blank\" rel=\"noopener noreferrer\">Raul C\u003C/a>. mention that performance can become an issue. \u003C/p>\u003Cp>“\u003Ci>Despite having improved significantly since the incorporation of Looker technology into the old Data Studio, if you build combined data sources (something essential if you want to perform some calculations) you will see that the loading time is heavily burdened.\u003C/i>”\u003C/p>\u003Cp>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/13_a6e03b727e.png\" alt=\"13 - A Looker Studio review showing star rating and written feedback.\">\u003C/p>\u003Ch2>5. Toucan\u003C/h2>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Data and IT teams at small to medium companies\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Toucan_dashboard_716c1ab153.png\" alt=\"Toucan Dashboard - A sales dashboard with charts for revenue, deals, and team performance.\">\u003C/p>\u003Cp>If you're building a SaaS platform or a client-facing portal and need to offer reporting to your users, \u003Ca href=\"https://www.toucantoco.com/en/\" target=\"_blank\" rel=\"noopener noreferrer\">Toucan\u003C/a> is a strong alternative to traditional BI tools. \u003C/p>\u003Cp>Designed specifically for embedded analytics, Toucan allows product teams to integrate dashboards and reports directly into their application — no heavy setup, no steep learning curve.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>No-code dashboard creation for product teams and business users\u003C/li>\u003Cli>Seamless integration with any front-end via Web Component, iFrame or JavaScript SDK\u003C/li>\u003Cli>Built-in multi-tenancy and role-based access control\u003C/li>\u003Cli>Contextual storytelling layer to make data easier to understand\u003C/li>\u003C/ul>\u003Ch3>Toucan pros:\u003C/h3>\u003Cul>\u003Cli>Intuitive UI designed for non-technical users\u003C/li>\u003Cli>Quick to deploy and easy to scale across clients\u003C/li>\u003Cli>Full white-labeling for a native product experience\u003C/li>\u003Cli>Excellent support and onboarding for product teams\u003C/li>\u003C/ul>\u003Ch3>Toucan cons:\u003C/h3>\u003Cul>\u003Cli>Less suited for advanced data scientists looking for SQL-based exploration\u003C/li>\u003Cli>Not ideal for on-premise deployments (cloud-first approach)\u003C/li>\u003Cli>Some learning curve for dashboard logic and templating features\u003C/li>\u003C/ul>\u003Ch3 style=\"text-align:justify;\">Toucan Pricing:\u003C/h3>\u003Cp style=\"text-align:justify;\">Entry-level plans start at around \u003Cstrong>€1,000/month\u003C/strong>, with full feature access including white-label and API integrations.\u003C/p>\u003Ch3 style=\"text-align:justify;\">What do real users say about Toucan:\u003C/h3>\u003Cp style=\"text-align:justify;\">Users love Toucan for its ability to turn complex data into easy-to-digest visual stories — especially for client-facing use cases. It stands out for its simplicity, speed of implementation, and outstanding customer support.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Toucan_review_eca53befd4.png\" alt=\"Toucan Review - Customer review featuring five-star rating and written feedback\">\u003C/p>\u003Ch2>6. AgencyAnalytics\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Smaller agencies looking for a simple, white-labeled reporting platform.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/14_4f107d35fe.png\" alt=\"\">\u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-alternatives-and-competitors\">AgencyAnalytics\u003C/a> offers a white-labeled dashboard experience covering SEO, PPC, and social metrics. It’s easy to set up, which is great at first. But many agencies quickly find it limiting because they need real-time data, deeper insights, and more automation—things AgencyAnalytics struggles with.\u003C/p>\u003Ch3>Key features:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>White-labeling\u003C/strong>: Reports, login, and admin areas can remove the AgencyAnalytics branding entirely.\u003C/li>\u003Cli>\u003Cstrong>Basic integrations\u003C/strong>: Pull data from Google Ads, Facebook Ads, TikTok, and more (though refresh rates vary).\u003C/li>\u003Cli>\u003Cstrong>Code-based dashboard creation\u003C/strong>: Developers can programmatically create new dashboards from templates, but maintaining or editing them still requires manual work.\u003C/li>\u003Cli>\u003Cstrong>Scheduled reporting\u003C/strong>: Automate PDF or email-based reports, albeit with limited template and date range flexibility.\u003C/li>\u003C/ul>\u003Ch3>AgencyAnalytics pros: \u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Simple to start\u003C/strong>: Quick setup for basic SEO/PPC reports, minimal learning curve.\u003C/li>\u003Cli>\u003Cstrong>Full white-label\u003C/strong>: Clients see your brand from login to final report—AgencyAnalytics stays invisible.\u003C/li>\u003Cli>\u003Cstrong>Affordable for smaller teams\u003C/strong>: The entry-level pricing can be attractive if you’re not dealing with large data volumes or real-time demands.\u003C/li>\u003C/ul>\u003Ch3>AgencyAnalytics cons: \u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Slow data refresh\u003C/strong>: Reports can lag 2–3 days, which isn’t ideal for daily or near real-time reporting needs.\u003C/li>\u003Cli>\u003Cstrong>Limited customization and automation\u003C/strong>: Scheduled reports often stick to the same template; advanced changes require manual adjustments every month.\u003C/li>\u003Cli>\u003Cstrong>Inconsistent integrations\u003C/strong>: Detailed ad-level data may work in TikTok but not on Facebook, leading to gaps and blame-shifting between platforms.\u003C/li>\u003Cli>\u003Cstrong>Overwhelming manual effort\u003C/strong>: Some users pull multiple reports daily, double-checking each against the original platform—undermining the promise of automation.\u003C/li>\u003Cli>\u003Cstrong>Unresponsive support\u003C/strong>: Feature requests and bug fixes can languish indefinitely, with the vendor passing the blame to ad platforms rather than taking ownership.\u003C/li>\u003C/ul>\u003Ch3>AgencyAnalytics pricing:\u003C/h3>\u003Cp>AgencyAnalytics offers a 14-day free trial and flexible monthly or annual billing options. Here’s a quick look at their main plans as of March 2025:\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Freelancer ($159/month; 10 clients included): \u003C/strong>Unlimited reports, scheduling, 80+ integrations, client portal, basic branding. Extra clients: $20/month each.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Agency ($179/month; 10 clients included): \u003C/strong>Everything in Freelancer + AI Summary & Ask AI, metric alerts, goal & budget tracking, ad spend markup, full branding. Extra clients: $20/month each.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Agency Pro  $349/month; 15 clients included): \u003C/strong>Everything in Agency + benchmark comparisons, trend forecasting, anomaly detection, data aggregation, priority support. \u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Enterprise (custom pricing): \u003C/strong>Everything in Agency Pro + concierge implementation, dedicated success manager, database connectors, MFA/SSO, training.\u003C/span>\u003C/li>\u003C/ul>\u003Cp>Each plan supports unlimited reports and dashboards, though you’ll pay an extra fee per additional client ($2.17–$1.59/client).\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_pricing_a26170cb39.png\" alt=\"AgencyAnalytics Pricing - Pricing table for agency analytics platform with different plans.\">\u003C/figure>\u003Ch3>What do real users say about AgencyAnalytics?\u003C/h3>\u003Cp>A lot of users like \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10856821\" target=\"_blank\" rel=\"noopener noreferrer\">Elizabeth R\u003C/a>. appreciate how easily AgencyAnalytics gathers data from multiple platforms, but they’re frustrated by its limited options for customizing reports and lack of advanced, AI-powered insights.\u003C/p>\u003Cp>“\u003Ci>Not that customizable. If I wanted to create a report on behaviors only, with some machine learning and AI insights, it doesn’t appear to help there\u003C/i>.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/16_7e118d940a.png\" alt=\"Sixteen - An online review of a service with positive feedback.\">Before moving on, let's take stock. We've seen tools that are cheap but limited. Powerful but hard to use. Pretty but slow.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph, meanwhile, has been quietly perfecting the art of 'yes, and.'\u003C/strong> \u003C/p>\u003Cp>Yes, you can have beautiful dashboards AND real-time data. \u003C/p>\u003Cp>Yes, you can handle five clients today AND 50 tomorrow. \u003C/p>\u003Cp>Yes, your reports will load instantly AND stay accurate when it matters most.\u003C/p>\u003Cp>Let’s see how \u003Ci>exactly\u003C/i>.\u003C/p>\u003Ch2>7. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Marketing agencies and teams who want an easy-to-use reporting tool with powerful AI features and flexible pricing\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/HedKBWSQTqI?si=Uq4qmEjbUNUehsPt\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/HedKBWSQTqI\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is an easy-to-use AI-powered marketing intelligence platform that turns complex marketing data into clear insights, instantly. \u003C/p>\u003Cp>Marketers use Whatagraph to connect all their channels, centralize reporting, and share impactful results—without needing technical expertise.\u003C/p>\u003Cp>In a nutshell, here’s how Whatagraph works:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Connect to \u003C/strong>\u003Ca href=\"https://whatagraph.com/integrations\">55+ marketing platforms\u003C/a> automatically via native, stable connectors that don’t break.\u003C/li>\u003Cli>\u003Cstrong>Easily organize your data\u003C/strong>—create custom blends, metrics, and dimensions using no-code workflows or AI.\u003C/li>\u003Cli>\u003Cstrong>Ask AI to create reports\u003C/strong> by just telling it what you want it to build. Or use drag-and-drop widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a> to build one from scratch.\u003C/li>\u003Cli>\u003Cstrong>Customize reports \u003C/strong>by just uploading a screenshot of your (or your client’s) brandbook or putting in a prompt. Host and share reports on your own domain.\u003C/li>\u003Cli>\u003Cstrong>Get actionable insights instantly\u003C/strong> by just asking AI any questions about your connected data. Get it to write performance summaries directly in your reports in four different formats and 18 languages. \u003C/li>\u003Cli>\u003Cstrong>Share reports\u003C/strong> as live links, PDFs, Excel spreadsheets, or automated emails. Transfer your data to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> data warehouse or \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a>.\u003C/li>\u003C/ol>\u003Cp>But does it check all the boxes you’re looking for? Let’s take a look.\u003C/p>\u003Ch3>Feature #1: Ease of use\u003C/h3>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Homepage_Hero_Section_Static_Image_DESKTOP_e5d9b2d286.png\" alt=\"Homepage Hero Section Static Image - Dashboard interface with charts, graphs, and data tables.\">\u003C/p>\u003Cp>Unlike complex business intelligence tools made for data teams, Whatagraph is designed specifically for marketers.\u003C/p>\u003Cp>Every feature matches how marketers think, work, and report—so you can focus on running campaigns, not building dashboards.\u003C/p>\u003Cp>You won’t need to know SQL, understand database structures, or even use report templates to visualize your data.\u003C/p>\u003Cp>With \u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph IQ\u003C/a>, a set of AI features to create, analyze, and analyze reports in seconds, you can just sit back and relax and we’ll handle the heavy-lifting. \u003C/p>\u003Cp>All you need to do is connect your sources, tell us what kind of report you want to build, and we’ll build it for you. (There are also example prompts available if you want something to get started with.)\u003C/p>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_for_reports_05b011b58e.gif\" alt=\"\">\u003C/p>\u003Cp>Want to add or edit widgets? The same concept applies. Just type in a prompt and we’ll build it for you.\u003C/p>\u003Cp>You can also ask AI to create separate tabs within the same report to visualize different channels, locations, or brands—so your readers don’t need to scroll through long reports. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tabs_on_Whatagraph_09732e3596.png\" alt=\"Tabs on Whatagraph - Dashboard interface with reports for paid marketing channels.\">And yes, you can still get hands-on. Drag and drop a widget, resize it, and add blended metrics like “Total Ad Spend.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_Drag_and_drop_widget_78326d910f.gif\" alt=\"Whatagraph Drag And Drop Widget - Interface displaying reports, widgets and settings in a dashboard layout.\">\u003C/p>\u003Cp>Or pick from \u003Ca href=\"https://whatagraph.com/templates\">80+ ready-made templates\u003C/a> if you’d rather not start from zero: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_ready_made_templates_c754aa223a.png\" alt=\"\">\u003C/p>\u003Cp>Want to add performance summaries to your reports? Previously, you’d need to write them manually. With Whatagraph, you can just ask AI to generate summaries for you directly in your report, based on your data. \u003C/p>\u003Cp>Summaries are available in 18 languages and five formats—Summary, Wins, Recommendations, Issues, or Custom Prompt.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_Report_with_IQ_feature_e15bd7a702.png\" alt=\"Whatagraph Report With Iq Feature - Screenshot of an AI report dashboard interface.\">\u003C/p>\u003Cp>You can also chat with your data directly within the report to understand performance in seconds, instead of having to scroll through long reports. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_chat_d78686a4b7.png\" alt=\"Whatagraph IQ Chat - AI assistant showing conversation history and input field.\">\u003C/p>\u003Cp>Thanks to these AI features, \u003Ca href=\"https://whatagraph.com/case-studies/maatwerk-online\">Maatwerk Online\u003C/a> is saving 100 a month on reporting with Whatagraph. Lars Maat, Co-founder, says:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Whatagraph’s AI saves time and energy for our marketing specialists. And the hours we’re saving is just pure profit. We now have the time to focus on more strategic things that help both our agency and our clients grow.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Feature #2: Data blending\u003C/h3>\u003Cp>We touched on this above, but we’re going to repeat it again because organizing your data before visualizing it is so important to keep your reports neat and tidy. \u003C/p>\u003Cp>On Whatagraph, you can easily:\u003C/p>\u003Cul>\u003Cli>Unify dimension names \u003Ci>(e.g. gender, age, and device across Facebook Ads and Google Ads)\u003C/i>\u003C/li>\u003Cli>Standardize campaign names (e.g. grouping all “Retargeting” campaigns into one)\u003C/li>\u003Cli>Grouping different countries into tiers (e.g. Tier 1 – United States, United Kingdom, Australia)\u003C/li>\u003Cli>Match metrics names (e.g. “Total ad spend” for all channels)\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Screenshot_2025_02_28_at_8_52_42_PM_c94315c0ce.png\" alt=\"Screenshot 2025 - Data configuration panel with dropdowns for channel and field selection.\">\u003C/p>\u003Cp>And on \u003Ca href=\"https://whatagraph.com/pricing\">more advanced pricing plans\u003C/a>, you'll get IQ Dimensions, which let you ask AI to:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Create custom blends automatically.\u003C/strong> Just describe what you need—like “combine all spend from Meta, TikTok, and Google Ads into one unified Paid Media metric”—and IQ builds the blend for you.\u003C/li>\u003Cli>\u003Cstrong>Build custom metrics on the fly.\u003C/strong> Want ROAS across channels? Or a funnel KPI like Add-to-Cart conversions? IQ can generate them instantly, without formulas or coding.\u003C/li>\u003Cli>\u003Cstrong>Standardize messy data with IQ Dimensions.\u003C/strong> For example, if you’ve got campaign names like “FB_US_SpringSale_23” and “MetaUSA_Spring23,” you can tell IQ: \u003Ci>“Group by Campaign Type: Spring Sale”\u003C/i>. IQ creates a brand-new dimension that neatly categorizes everything, and you can reuse it across reports.\u003C/li>\u003Cli>\u003Cstrong>Normalize any dimension at scale.\u003C/strong> Group campaigns by objective, products by category, or reviews by language—whatever fits your reporting needs. IQ makes sense of inconsistent data and saves hours of manual clean-up.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_dimensions_e89a8d5a8b.png\" alt=\"Whatagraph IQ Dimensions - Prompt interface with channel, field selectors and text entry.\">\u003C/p>\u003Cp>So what does that actually mean for you? \u003C/p>\u003Cp>You stop treating each platform like a silo. Instead of toggling between Google Ads, Facebook Ads, and GA4, you can compare them side by side on the same timeline. \u003C/p>\u003Cp>You can roll up Tier-1 countries into a single view. \u003C/p>\u003Cp>You can unify campaign names so “Retargeting_US” and “US Retargeting” don’t show up as separate rows.\u003C/p>\u003Cp>The result is a single, coherent dataset you can actually trust. And you save so much time on manually building these custom metrics, blends, and dimensions. \u003C/p>\u003Ch3>Feature #3: Customizable reports and dashboards\u003C/h3>\u003Cp>As sleek and interactive as Whatagraph’s reports are, wouldn’t it be even better if they looked exactly like you (or your client) wanted? You asked, we answered. \u003C/p>\u003Cp>With Whatagraph, customization is king. \u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/fab1b39783854815ac1bea930a98d151?sid=dc798384-f74f-4425-9c48-736afd723ece\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>You can transform the default design into a fully white-labeled, client-facing masterpiece:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Remove Whatagraph’s logo:\u003C/strong> Make it yours (or your client’s)—not ours.\u003C/li>\u003Cli>\u003Cstrong>Choose a color scheme:\u003C/strong> Align every detail with your or your client’s brand identity.\u003C/li>\u003Cli>\u003Cstrong>Specify the company name:\u003C/strong> Replace generic text with your own or your client’s name.\u003C/li>\u003Cli>\u003Cstrong>Enter a new domain name:\u003C/strong> Keep your brand front and center with custom URLs.\u003C/li>\u003Cli>\u003Cstrong>Customize the reply-to address:\u003C/strong> Make sure every communication feels personal.\u003C/li>\u003Cli>\u003Cstrong>Assign team roles:\u003C/strong> Specify who’s responsible for the report to streamline project management.\u003C/li>\u003C/ul>\u003Cp>And with \u003Ca href=\"https://help.whatagraph.com/en/articles/11867223-how-to-easily-customize-report-branding-with-whatagraph-iq\" target=\"_blank\" rel=\"noopener noreferrer\">Whatagraph IQ Theme\u003C/a>, you don't have to do these manually. You can just upload a screenshot of your (or your client's) brandbook, or type in a prompt, and Whatagraph automatically detects the fonts and colors and applies them to your reports. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_brand_customization_27a11c2a8e.gif\" alt=\"Whatagraph IQ Brand Customization - Whatagraph dashboard featuring charts and data tables\">\u003C/p>\u003Cp>You can still manually fine-tune the style, and once you're satisfied, save it as “Global Themes” and re-use it across all your existing and new reports. \u003C/p>\u003Cp>Take a look at some of the custom report examples below:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://reports.live/shared/pj9kNwPNGnJ8mzoZ\" target=\"_blank\" rel=\"noopener noreferrer\">Paid-per-click report template\u003C/a>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/PPC_report_template_top_level_e06f1ef809.png\" alt=\"PPC Report Template Top Level - PPC report with charts, tables, and KPI metrics.\">\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://reports.live/shared/xLMRV5bEkMx8GYoO\" target=\"_blank\" rel=\"noopener noreferrer\">Social media report template\u003C/a>\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Social_media_report_template_2_9501e2a32d.png\" alt=\"Social Media Report Template - A social media report with data visualizations and metrics.\">\u003C/figure>\u003Cul>\u003Cli>\u003Ca href=\"https://reports.live/shared/7dplW6gZmYqwvaN9\" target=\"_blank\" rel=\"noopener noreferrer\">Shopify report template\u003C/a>\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Shopify_report_template_6936c07ccb.png\" alt=\"Shopify Report Template - Sales report with graphs, charts, and summary data.\">\u003C/figure>\u003Cp>Like what you see? \u003Ca href=\"https://live.whatagraph.com/auth/register\">Start free with Whatagraph today.\u003C/a> \u003C/p>\u003Ch3>Feature #4: Automated reporting workflows\u003C/h3>\u003Cp>What if your reporting practically ran itself? With Whatagraph, it does—while you still call the shots.\u003C/p>\u003Cp>On Whatagraph, you can put report sharing on auto-pilot with scheduled emails. Simply:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Customize the email: \u003C/strong>Choose color themes, upload logos, write header and body texts, and even host the email on your own domain. \u003C/li>\u003Cli>\u003Cstrong>Choose the frequency and time: \u003C/strong>Select when you want these reports to go out and on which day the report would be sent (e.g. every Friday). You can also choose whether you want to review the report before sending or have it sent automatically without one. \u003C/li>\u003Cli>\u003Cstrong>Enter the report recipient's email address: \u003C/strong>Put in the email of who will receive the reports, and you’re good to go!\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/21_dab3f53da4.png\" alt=\"\">Apart from automated emails, you can also share reports via live links (always updated with fresh data), static PDFs, or Excel spreadsheets (only recommended for raw data and tables).\u003C/p>\u003Cp>You also have the option to turn on \u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-whatagraph-iq-chat-instant-data-insights-at-your-fingertips\" target=\"_blank\" rel=\"noopener noreferrer\">IQ Chat\u003C/a> for your clients or stakeholders, which lets them ask any questions about the reports and get back quick, accurate answers. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_share_report_settings_99c655f52f.png\" alt=\"Whatagraph Share Report Settings - Share report interface with options to copy link and set password.\">\u003C/p>\u003Ch3>Feature #5: Multi-client management\u003C/h3>\u003Cp>Whatagraph is designed to help you manage dozens of clients with ease. \u003C/p>\u003Cp>You get a dedicated hub called “Spaces” that bring everything related to a client or project together in one place:\u003C/p>\u003Cul>\u003Cli>Data sources\u003C/li>\u003Cli>Report templates\u003C/li>\u003Cli>External-facing reports\u003C/li>\u003Cli>Internal performance monitoring dashboards (we call them “\u003Ca href=\"https://whatagraph.com/overview\">Overviews\u003C/a>”)\u003C/li>\u003C/ul>\u003Cp style=\"margin-left:0px;\">With Spaces, you can not only store reports neatly, but also:\u003C/p>\u003Cul>\u003Cli>Attach Overviews directly to a client space\u003C/li>\u003Cli>Create new reports, templates, or AI reports right inside a space\u003C/li>\u003Cli>Collapse or expand sections to keep navigation clean\u003C/li>\u003Cli>Favorite or pin specific Spaces for quicker access\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Spaces_on_Whatagraph_528b462b9b.png\" alt=\"Spaces On Whatagraph - Screenshot of a dashboard with space management and reporting features.\">If you have a client which has different branches or franchises, you'll love our linked template feature. Basically, you can just create one “Master” template with the structure, metrics, and widgets you want to see and duplicate that template to create a report for a different franchise. \u003C/p>\u003Cp>This already saves you massive time, but let's go even deeper. If you need to edit the reports, instead of having to do it one by one, you can just edit the Master template and the changes will automatically be applied to all the linked reports. \u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/8dab10a32da9435aa71057c1806f6bef?sid=dfb6a888-fce5-4282-928e-0579c6749129\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>These are the exact features that helped Peak Seven digital marketing agency save 63 hours a month on reporting. \u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">\u003Ci>Read the full story here.\u003C/i>\u003C/a>\u003Ci> \u003C/i>\u003C/p>\u003Ch3>Whatagraph pros: \u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Intuitive:\u003C/strong> Exceptionally easy to use—anyone on your team can jump right in.\u003C/li>\u003Cli>\u003Cstrong>Comprehensive:\u003C/strong> An all-in-one solution for marketing performance monitoring and reporting.\u003C/li>\u003Cli>\u003Cstrong>AI-powered:\u003C/strong> Whatagraph IQ generates reports, insights, and text summaries instantly, plus lets you (and your clients) chat with your data.\u003C/li>\u003Cli>\u003Cstrong>Fast insights:\u003C/strong> Provides lightning-fast campaign insights to keep you ahead of the game with informed decisions.\u003C/li>\u003Cli>\u003Cstrong>Visually stunning:\u003C/strong> Delivers dashboards and reports that make your data pop and are easy to interpret.\u003C/li>\u003Cli>\u003Cstrong>Reliable:\u003C/strong> Boasts rock-solid uptime with 99.95% reliability.\u003C/li>\u003Cli>\u003Cstrong>Flexible:\u003C/strong> Free forever plan for individuals, advanced tiers for scaling agencies.\u003C/li>\u003C/ul>\u003Ch3>Whatagraph cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Free plan is limited:\u003C/strong> The forever free plan is great for testing, but fast-growing agencies will outgrow it quickly (advanced features like API access and complex automations are gated to higher tiers).\u003C/li>\u003Cli>\u003Cstrong>Blending limits:\u003C/strong> Some API restrictions (e.g., YouTube) mean not all dimensions can be blended across sources.\u003C/li>\u003C/ul>\u003Ch3>Whatagraph pricing:\u003C/h3>\u003Cp>\u003Cspan style=\"color:#000000;\">Whatagraph offers a “Forever free” plan, making marketing intelligence accessible to freelancers and small teams who just need a handful of sources. From there, pricing (billed annually below) scales up for agencies that need more firepower:\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Free (Forever free): \u003C/strong>5 source credits, unlimited users and reports, essential integrations, pre-made templates and transformations, access to Whatagraph IQ (report creation, summaries, chat).\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Start (€199/month): \u003C/strong>20 source credits, includes all essential integrations, report automation, basic branding, Whatagraph IQ.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Boost\u003C/strong> \u003Cstrong> (€499/month):\u003C/strong> 60 source credits, advanced integrations, custom transformations, alerts and goals, full branding, linked report templates, SSO, etc.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Max\u003C/strong> \u003Cstrong>(custom pricing):\u003C/strong> 100+ source credits plus enterprise features, APIs, premium integrations, dedicated support, SSO/MFA, priority onboarding, etc.\u003C/span>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_pricing_8fc26e75a8.png\" alt=\"Whatagraph pricing - Pricing tiers for a SaaS product: Free, Start, Boost, Max.\">\u003C/p>\u003Ch3>What do real users say about Whatagraph?\u003C/h3>\u003Cp>Whatagraph may be “simple”—but it’s not “basic.” \u003C/p>\u003Cul>\u003Cli>“\u003Ci>To me, Whatagraph is like the Tesla or Mercedes of digital analytics tools, their clean and simple way to present complex marketing data. I highly recommend it to anyone working with marketing analytics who values efficiency and clarity in their reporting\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/li>\u003Cli>“\u003Ci>I love the tool's simplicity, continuous enhancements, brand customization, and its ability to integrate multiple platforms, streamlining data analysis\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9412553\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/li>\u003Cli>“\u003Ci>Customer support is exceptionally fast and knowledgeable—every question is answered professionally within minutes\u003C/i>.” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Start free with Whatagraph today.\u003C/a> \u003C/p>","2025-02-28T10:45:35.614Z","2025-10-06T14:37:08.321Z","2025-02-28T15:26:29.691Z","2025-10-06",{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},2348,"6 Best SEO Reporting Tools for Agencies: Features, Pros & Cons, Pricing (2025)","seo-reporting-tools-for-agencies","\u003Cp>\u003Cspan style=\"color:#000000;\">Time is money in SEO. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">That's why I’ve done the exhausting work for you—tested dozens of SEO reporting tools for agencies, analyzed hundreds of real user reviews, and evaluated six shortlisted solutions against the five key features marketers \u003Ci>actually\u003C/i> need.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Find out which platforms really deliver—before you waste another weekend manually stitching together reports from a dozen different platforms.\u003C/span>\u003C/p>","\u003Cp>When I was Head of Content at an SEO agency, I hated having to put together reports.\u003C/p>\u003Cp>Clients wanted weekly updates about which articles are ranking 1 to 3, how much traffic they’re bringing in, how many impressions they got, how many leads they’re getting, etc.\u003C/p>\u003Cp>So, every Friday, I had to:\u003C/p>\u003Cul>\u003Cli>copy data from three different platforms: Ahrefs, GSC, and Google Analytics\u003C/li>\u003Cli>paste it into a Slack message\u003C/li>\u003Cli>type out performance summaries manually\u003C/li>\u003C/ul>\u003Cp>…and repeat this entire process for every client we had. \u003C/p>\u003Cp>It was so time-consuming that my entire Friday was dedicated just to reporting. \u003C/p>\u003Cp>\u003Ci>If only I had an SEO reporting tool that would do all this automatically…\u003C/i>\u003C/p>\u003Cp>If you’re anything like me, you want the same too. \u003C/p>\u003Cp>In this article, I’ll help you find the best SEO reporting tool that automates reporting—and gives you back Fridays. \u003C/p>\u003Cp>Based on SEO agencies I’ve talked to, and from my own experience, the best tool has these features:\u003C/p>\u003Cp>✅\u003Cstrong> Comprehensive integrations\u003C/strong>: Google Analytics, Ahrefs, Semrush, SE Ranking—plug in and go.\u003C/p>\u003Cp>✅ \u003Cstrong>Customizable reports and dashboards\u003C/strong>: White-label branding so every client report looks polished.\u003C/p>\u003Cp>✅ \u003Cstrong>Automation capabilities\u003C/strong>: Auto-schedule and send reports—no more last-minute scrambles.\u003C/p>\u003Cp>✅ \u003Cstrong>Real-time data and AI-driven insights\u003C/strong>: Track SEO performance as it happens.\u003C/p>\u003Cp>✅ \u003Cstrong>User-friendly interface\u003C/strong>: SEO is complicated enough—your SEO reporting tool shouldn’t be.\u003C/p>\u003Cp>Let’s look at the top contenders for 2025.\u003C/p>\u003Ch2>6 Best SEO Reporting Tools for Agencies in 2025\u003C/h2>\u003Cp>Here's a snapshot of our top 6 choices for SEO reporting software:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Whatagraph:\u003C/strong> Easy setup, strong automation, and perfect for multi-client reporting.\u003C/li>\u003Cli>\u003Cstrong>TapClicks:\u003C/strong> Data powerhouse with deep integrations, but can feel overwhelming.\u003C/li>\u003Cli>\u003Cstrong>Databox:\u003C/strong> Great for real-time dashboards, but limited sub-account management.\u003C/li>\u003Cli>\u003Cstrong>AgencyAnalytics:\u003C/strong> SEO-focused with white-label reports, though basic on data blending.\u003C/li>\u003Cli>\u003Cstrong>DashThis:\u003C/strong> Simple and intuitive, but lacks advanced customization.\u003C/li>\u003Cli>\u003Cstrong>Swydo:\u003C/strong> Best for PPC and SEO tracking, though not as flexible for broader analytics.\u003C/li>\u003C/ol>\u003Cp>How do these tools measure up against the most-requested features? Let’s find out.\u003C/p>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Marketing agencies and teams that want an easy-to-use tool with powerful AI features that save them time and energy, and flexible pricing options\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/HedKBWSQTqI?si=wrlvtIT5g_zwt8Vr\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/HedKBWSQTqI\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>I can practically hear your eyes rolling from here. “Of course they put their own tool first!” \u003C/p>\u003Cp>Look, I get it. This is our blog, and Whatagraph is our product. \u003C/p>\u003Cp>But no tool is perfect, including ours, and I'll tell you exactly where Whatagraph shines and where it occasionally stumbles.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> (quite literally) the easiest marketing intelligence platform built for marketers—not data teams. \u003C/p>\u003Cp>Marketers use Whatagraph to connect all their channels, centralize reporting, and share impactful results, without needing technical expertise.\u003C/p>\u003Cp>In a nutshell, here’s how Whatagraph works:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Connect \u003C/strong>to \u003Ca href=\"https://whatagraph.com/integrations\">55+ marketing platforms\u003C/a> automatically via native, stable connectors that don’t break.\u003C/li>\u003Cli>\u003Cstrong>Easily organize \u003C/strong>your data—create custom blends, metrics, and dimensions using no-code workflows or AI.\u003C/li>\u003Cli>\u003Cstrong>Ask AI to create reports\u003C/strong> by just telling it what you want it to build. Or use drag-and-drop widgets or \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a> to build one from scratch.\u003C/li>\u003Cli>\u003Cstrong>Customize reports\u003C/strong> by just uploading a screenshot of your (or your client’s) brandbook or putting in a prompt. Host and share reports on your own domain.\u003C/li>\u003Cli>\u003Cstrong>Get actionable insights\u003C/strong> instantly by just asking AI any questions about your connected data. Get it to write performance summaries directly in your reports in four different formats and 18 languages. \u003C/li>\u003Cli>\u003Cstrong>Share reports \u003C/strong>as live links, PDFs, Excel spreadsheets, or automated emails. Transfer your data to \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> data warehouse or \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a>.\u003C/li>\u003C/ol>\u003Cp>Basically, on Whatagraph, you can get the full picture of your \u003Ca href=\"https://whatagraph.com/seo-reporting-tool\">search engine optimization efforts\u003C/a>:\u003C/p>\u003Cul>\u003Cli>Detailed keyword rankings alongside insights into search volume.\u003C/li>\u003Cli>Website traffic analytics, including key metrics like click-through rates (CTR).\u003C/li>\u003Cli>Technical SEO site health checks.\u003C/li>\u003Cli>Comprehensive backlink analysis.\u003C/li>\u003Cli>Top-ranking pages and search terms.\u003C/li>\u003C/ul>\u003Cp>But does Whatagraph solve your specific SEO reporting headaches? Let's break it down.\u003C/p>\u003Ch3>Feature #1: Comprehensive integrations\u003C/h3>\u003Cp>A great SEO report starts with accurate, up-to-date data. Because you can’t solve today’s problems using yesterday’s numbers.\u003C/p>\u003Cp>Whatagraph connects directly to all the major SEO platforms you're already using—without relying on flaky third-party connectors that break every other week. \u003C/p>\u003Cp>We've built \u003Cstrong>native integrations\u003C/strong> that pull data reliably and \u003Cstrong>refresh every 30 minutes\u003C/strong>, making sure your reports always show the latest metrics.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Connect_new_sources_8a615f2a93.png\" alt=\"Connect New Sources - A modal window displays data source options, including SEO and call tracking tools.\">\u003C/figure>\u003Cp>Whatagraph integrates with:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AccuRanker\u003C/strong>: Precision keyword rank tracking.\u003C/li>\u003Cli>\u003Cstrong>Ahrefs\u003C/strong>: Backlink monitoring, domain authority, and competitor insights—key for your link building strategy.\u003C/li>\u003Cli>\u003Cstrong>Google My Business\u003C/strong>: Essential for local SEO performance.\u003C/li>\u003Cli>\u003Cstrong>Google Search Console\u003C/strong>: Real-time search visibility insights.\u003C/li>\u003Cli>\u003Cstrong>SE Ranking\u003C/strong>: In-depth keyword and site audit data.\u003C/li>\u003Cli>\u003Cstrong>Semrush\u003C/strong>: Competitive keyword analysis and traffic insights.\u003C/li>\u003Cli>\u003Cstrong>SEOMonitor\u003C/strong>: SEO campaign tracking and forecasting.\u003C/li>\u003Cli>\u003Cstrong>Google Analytics 4\u003C/strong>: Comprehensive traffic, behavior analytics, and insights into website performance.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Integrations_0ac78b44fb.gif\" alt=\"Integrations - A webpage showing logos for various advertising platforms.\">\u003C/p>\u003Cp>Also, unlike tools on this list like DashThis, Whatagraph \u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">fully supports SE Ranking\u003C/a>, giving agencies like yours access to deeper SEO data. We've partnered with SE Ranking on AI-powered content, case studies, and more—because we know that \u003Cstrong>better data = better reports\u003C/strong>.\u003C/p>\u003Ch3>Feature #2: User-friendly interface\u003C/h3>\u003Cp>We've been in your shoes. We've wasted countless hours struggling with clunky reporting tools that over-promised and under-delivered.\u003C/p>\u003Cp>We saw how much time agencies were wasting on reporting instead of actually optimizing campaigns. \u003C/p>\u003Cp>So we built Whatagraph—the tool we wished existed—one that doesn't require a data science degree to use. One that makes the complex simple rather than the simple\u003Ci> complex\u003C/i>. A truly automated SEO reporting tool that’s actually\u003Ci> fun\u003C/i> to use.\u003C/p>\u003Cp>With \u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph IQ\u003C/a>, you’ll get a suite of AI features to create, style, and analyze reports in seconds.\u003C/p>\u003Cp>All you need to do is connect your sources, tell us what kind of report you want to build, and we’ll build it for you, in seconds. (There are also example prompts available if you want something to get started with.)\u003C/p>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_features_079cef57b3.gif\" alt=\"Whatagraph Features - A web dashboard with a sidebar menu and search bar at the top.\">\u003C/p>\u003Cp>Want to add or edit widgets? The same concept applies. Just type in a prompt and we’ll build it for you.\u003C/p>\u003Cp>You can also ask us to create separate tabs within the same report to visualize different channels, locations, or brands—so your readers don’t need to scroll through long reports. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tabs_on_Whatagraph_09732e3596.png\" alt=\"Tabs on Whatagraph - Dashboard interface with reports for paid marketing channels.\">\u003C/p>\u003Cp>But if you want to go the manual way, you can also build a report from scratch using drag-and-drop widgets. \u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_Drag_and_drop_widget_78326d910f.gif\" alt=\"Whatagraph Drag And Drop Widget - Interface displaying reports, widgets and settings in a dashboard layout.\">\u003C/figure>\u003Cp>Or choose from one of our 80+ \u003Ca href=\"https://whatagraph.com/templates\">report templates\u003C/a>. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_ready_made_templates_c754aa223a.png\" alt=\"\">\u003C/p>\u003Cp>Want to create custom dimensions, metrics, and data blends? You can do so using no-code workflows:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_data_blending_feature_0a1ba82876.png\" alt=\"Whatagraph Data Blending Feature - Screenshot of a data blending settings interface.\">\u003C/p>\u003Cp>And on \u003Ca href=\"https://whatagraph.com/pricing\">more advanced plans\u003C/a>, you’ll get IQ Dimensions, which lets you use AI to:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Create custom blends automatically. \u003C/strong>Just describe what you need—like “combine all spend from Meta, TikTok, and Google Ads into one unified Paid Media metric”—and IQ builds the blend for you.\u003C/li>\u003Cli>\u003Cstrong>Build custom metrics on the fly. \u003C/strong>Want ROAS across channels? Or a funnel KPI like Add-to-Cart conversions? IQ can generate them instantly, without formulas or coding.\u003C/li>\u003Cli>\u003Cstrong>Standardize messy data with IQ Dimensions.\u003C/strong> For example, if you’ve got campaign names like “FB_US_SpringSale_23” and “MetaUSA_Spring23,” you can tell IQ: “Group by Campaign Type: Spring Sale”. IQ creates a brand-new dimension that neatly categorizes everything, and you can reuse it across reports.\u003C/li>\u003Cli>\u003Cstrong>Normalize any dimension at scale. \u003C/strong>Group campaigns by objective, products by category, or reviews by language—whatever fits your reporting needs. IQ makes sense of inconsistent data and saves hours of manual clean-up.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_dimensions_e89a8d5a8b.png\" alt=\"Whatagraph IQ Dimensions - Prompt interface with channel, field selectors and text entry.\">\u003C/p>\u003Cp>\u003Cstrong>The best part is that everything happens in one place.\u003C/strong> Say adios to jumping between screens to connect data sources, create blends, or build new widgets. It all happens right inside your report as you work. One screen, one focus, \u003Ci>way\u003C/i> less brain overload.\u003C/p>\u003Cp>Thanks to these AI features, \u003Ca href=\"https://whatagraph.com/case-studies/maatwerk-online\">Maatwerk Online\u003C/a> is saving 100 hours a month on reporting. Lars Maat, Co-Founder, says:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Whatagraph’s AI saves time and energy for our marketing specialists. And the hours we’re saving is just pure profit. We now have the time to focus on more strategic things that help both our agency and our clients grow.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">\u003Ci>Start free with Whatagraph today.\u003C/i>\u003C/a>\u003Ci> \u003C/i>\u003C/p>\u003Cp>\u003Cstrong>But here's what really sets us apart: when something isn't clear, you get actual \u003C/strong>\u003Ci>\u003Cstrong>humans\u003C/strong>\u003C/i>\u003Cstrong>, not chatbots. \u003C/strong>\u003C/p>\u003Cp>That little chat bubble at the bottom of your screen connects you to a \u003Ci>real\u003C/i> person who typically responds within 30 seconds during our working hours (we're online 18 hours a day, 5 days a week). Most issues get resolved within 4-24 hours, and for anything complex, we send daily progress updates so you're never left wondering.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Feature_request_61a62e8eac.png\" alt=\"Feature Request - \">\u003C/figure>\u003Cp>Beyond the chat support, each account gets a dedicated Customer Success Manager who helps with everything from initial setup to advanced customizations. They'll personally walk you through the platform and are your direct line for bigger issues or feature requests.\u003C/p>\u003Cp>Speaking of feature requests—we actually implement them. About 90% of user suggestions make it into the product (just ask \u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">Stef from Dtch. Digitals\u003C/a>). \u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>The support team is very responsive. 9 out of 10 cases, the issue gets resolved. Most are fixed within a day.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>If something feels clunky or doesn't work how you need it to, tell us. \u003C/p>\u003Cp>There's a good chance it'll be fixed in the next update.\u003C/p>\u003Ch3>Feature #3: Customizable reports & dashboards\u003C/h3>\u003Cp>White-labeling is where Whatagraph really shines. \u003C/p>\u003Cp>With \u003Ca href=\"https://help.whatagraph.com/en/articles/11867223-how-to-easily-customize-report-branding-with-whatagraph-iq\">IQ Theme\u003C/a>, you can create entire branded themes in seconds with AI. Here’s how that works:\u003C/p>\u003Cul>\u003Cli>Upload a logo or brand image, and Whatagraph builds a matching palette with fonts, HEX codes, and chart colors\u003C/li>\u003Cli>Or describe the style you want in plain language, and Whatagraph produces a ready-to-use theme\u003C/li>\u003Cli>Fine-tune the colors and fonts manually\u003C/li>\u003Cli>Save each theme as a “Global theme” so you (and your team) can re-use it across all reports\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_brand_customization_27a11c2a8e.gif\" alt=\"Whatagraph IQ Brand Customization - Whatagraph dashboard featuring charts and data tables\">\u003C/figure>\u003Cp>This means you deliver reports that look professionally designed, tailored to each client or brand, and consistent across campaigns.\u003C/p>\u003Cp>Here are examples of SEO report templates with branded themes, for: \u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://reports.live/shared/RaPZz8o9OMPwmGJE\" target=\"_blank\" rel=\"noopener noreferrer\">Google Search Console + SE Ranking + Ahrefs\u003C/a>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SEO_Google_Overview_template_2ac14386b3.png\" alt=\"\">\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://reports.live/shared/Me47Ow1X3oN5vGxQ\" target=\"_blank\" rel=\"noopener noreferrer\">Google Analytics 4\u003C/a>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Google_Analytics_4_report_template_dac3d16a86.png\" alt=\"Google Analytics 4 Report Template - Analytics dashboard showing key metrics, charts, and recommendations.\">\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://reports.live/shared/VqKxEwVyexW5gmbz\" target=\"_blank\" rel=\"noopener noreferrer\">GEO Overview\u003C/a>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GEO_Overview_template_c9b3b98c9a.png\" alt=\"Geo Overview Template - A dashboard with charts and tables displaying AI traffic data.\">\u003C/p>\u003Cp>Like what you see? \u003Ca href=\"https://live.whatagraph.com/auth/register\">Start free with Whatagraph today.\u003C/a>\u003C/p>\u003Ch3>Feature #4: Proactive performance tracking and AI insights\u003C/h3>\u003Cp>For your internal team, our \u003Ca href=\"https://whatagraph.com/blog/articles/meet-performance-monitoring\">performance monitoring\u003C/a> dashboard is the command center you've been missing. While your detailed client reports show the full SEO picture, this dashboard gives you a 10,000-foot view across all accounts.\u003C/p>\u003Cp>Instead of jumping between different client reports or platforms, you get one consolidated overview that shows you:\u003C/p>\u003Cul>\u003Cli>Which clients are hitting their targets (and which are falling behind).\u003C/li>\u003Cli>How campaigns compare across your entire portfolio.\u003C/li>\u003Cli>Which account managers are crushing it (and who might need support).\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/gtcu-_t1CsU?feature=shared\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/gtcu-_t1CsU\" 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>Everything is organized however your agency works. Group by client, campaign type, account manager, location—whatever makes sense for your team. The dashboard automatically highlights metrics that are hitting targets or approaching danger zones.\u003C/p>\u003Cp>\u003Cstrong>Studies show \u003C/strong>\u003Ca href=\"https://www.semrush.com/news/288870-new-report-reveals-the-top-ai-content-and-seo-trends-for-2024/\">\u003Cstrong>65%\u003C/strong>\u003C/a>\u003Cstrong> of companies generate better SEO results with AI tools.\u003C/strong> Our AI features actually add value to your SEO efforts.\u003C/p>\u003Cp>Most clients don't want to wade through 15 pages of SEO metrics. They want the highlights and what it means for their business. That's where our AI features come in clutch:\u003C/p>\u003Cp>Our\u003Cstrong> \u003C/strong>\u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-ai-chatbot\">\u003Cstrong>IQ Chat\u003C/strong>\u003C/a> helps inform your SEO strategy by providing instant answers about your data. Just pick your data source (like Google Analytics or Search Console), select a timeframe, and ask away!\u003C/p>\u003Cp>Want to know \"Which keywords dropped rankings last week?\" or \"What's driving the traffic increase?\" Just type it in. The chatbot handles questions about any metric in your connected platforms.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_chat_d78686a4b7.png\" alt=\"Whatagraph IQ Chat - AI assistant showing conversation history and input field.\">\u003C/p>\u003Cp>\u003Ca href=\"https://help.whatagraph.com/en/collections/11442758-unlock-with-ai\">\u003Cstrong>IQ Summary\u003C/strong>\u003C/a> tackles that age-old content marketing problem: staring at a blank screen trying to explain what the data means.\u003C/p>\u003Cp>These aren't generic \"traffic went up\" statements—they're contextual insights based on your actual data.\u003C/p>\u003Cp>Here's how they work:\u003C/p>\u003Col>\u003Cli>Add a text widget to your report (find it in the “Charts” drawer).\u003C/li>\u003Cli>Click the AI button in the editor and choose what kind of kind of content you need—Summary, Recommendations, Issues, Wins, or Custom Prompt.\u003C/li>\u003Cli>Choose the language you want the summaries to be in (we have 18 languages available).\u003C/li>\u003Cli>Hit \"Generate,\" review what the AI created, then \"Insert.\"\u003C/li>\u003Cli>Customize it if needed to add your voice and expertise.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_Report_with_IQ_feature_e15bd7a702.png\" alt=\"Whatagraph Report With Iq Feature - Screenshot of an AI report dashboard interface.\">\u003C/p>\u003Ch3>Feature #5: Automation capabilities\u003C/h3>\u003Cp>Set your reports on autopilot with scheduled delivery that doesn't feel robotic. In just three quick steps:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Make it yours\u003C/strong>: Customize every element from colors and logos to header text and email copy. Host it on your own domain so clients never see \"whatagraph.com\" in their inbox.\u003C/li>\u003Cli>\u003Cstrong>Set your schedule\u003C/strong>: Choose exactly when reports arrive, whether that's Monday mornings for weekly reviews or month-end for executive summaries. Decide if you want a final review before sending or complete hands-off automation.\u003C/li>\u003Cli>\u003Cstrong>Add recipients\u003C/strong>: Simply enter client emails and you're done. They'll receive professional, consistent reports without you spending Sunday nights pulling data.\u003C/li>\u003C/ol>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Automate_reports_76262a6ae4.gif\" alt=\"Automate reports.gif\">\u003C/figure>\u003Cp>If our platform detects issues with your report, you have the option to review and rectify it \u003Ci>before\u003C/i> it's sent out to your clients on an automated schedule.\u003C/p>\u003Cp>Beyond automated emails, Whatagraph gives you flexible ways to deliver insights based on what your clients actually want:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Live links\u003C/strong>: Send interactive dashboards that update in real time as new data flows in. Perfect for clients who want to dig into the details.\u003C/li>\u003Cli>\u003Cstrong>PDF exports\u003C/strong>: Generate polished, presentation-ready reports for clients who prefer traditional documents or need something for their board meetings.\u003C/li>\u003Cli>\u003Cstrong>Excel downloads\u003C/strong>: Provide raw data access for the number-crunchers or when clients need to incorporate your data into their own analysis.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Send_report_links_d66cb0c261.png\" alt=\"Send report links - Actions menu showing options like \">\u003C/figure>\u003Cp>No matter how your clients prefer to consume their SEO insights, you've got them covered with detailed reports.\u003C/p>\u003Cp>You can also now choose to turn on IQ Chat for external stakeholders. This will allow them to ask questions about the data on the reports and get quick, accurate answers.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_share_report_settings_99c655f52f.png\" alt=\"Whatagraph Share Report Settings - Share report interface with options to copy link and set password.\">\u003C/p>\u003Ch3>Pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Truly intuitive:\u003C/strong> Save hours of training time—your entire team can create reports from day one.\u003C/li>\u003Cli>\u003Cstrong>All-in-one platform:\u003C/strong> Eliminate subscription costs for multiple tools by centralizing all your reporting.\u003C/li>\u003Cli>\u003Cstrong>Rapid insights:\u003C/strong> Make smarter campaign decisions faster by spotting trends before competitors do.\u003C/li>\u003Cli>\u003Cstrong>Client-retaining visuals:\u003C/strong> Keep clients longer with professional reports that clearly demonstrate your value.\u003C/li>\u003Cli>\u003Cstrong>Problem-solving support:\u003C/strong> Resolve issues in minutes (not days) with our ~4-minute response live chat.\u003C/li>\u003Cli>\u003Cstrong>Downtime-proof reliability:\u003C/strong> Never miss a client deadline because of system outages with our 99.95% uptime.\u003C/li>\u003C/ul>\u003Ch3>Cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Free plan is limited:\u003C/strong> The forever free plan is great for testing, but fast-growing agencies will outgrow it quickly (advanced features like API access and complex automations are gated to higher tiers).\u003C/li>\u003Cli>\u003Cstrong>Blending limits:\u003C/strong> Some API restrictions (e.g., YouTube) mean not all dimensions can be blended across sources.\u003C/li>\u003C/ul>\u003Ch3>Pricing\u003C/h3>\u003Cp>Whatagraph offers a “Forever free” plan, making marketing intelligence accessible to freelancers and small teams who just need a handful of sources. From there, pricing (billed annually below) scales up for agencies that need more firepower:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free (Forever free): \u003C/strong>5 source credits, unlimited users and reports, essential integrations, pre-made templates and transformations, access to Whatagraph IQ (report creation, summaries, chat).\u003C/li>\u003Cli>\u003Cstrong>Start (€199/month): \u003C/strong>20 source credits, includes all essential integrations, report automation, basic branding, Whatagraph IQ.\u003C/li>\u003Cli>\u003Cstrong>Boost\u003C/strong> \u003Cstrong> (€499/month):\u003C/strong> 60 source credits, advanced integrations, custom transformations, alerts and goals, full branding, linked report templates, SSO, etc.\u003C/li>\u003Cli>\u003Cstrong>Max\u003C/strong> \u003Cstrong>(custom pricing):\u003C/strong> 100+ source credits plus enterprise features, APIs, premium integrations, dedicated support, SSO/MFA, priority onboarding, etc.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/pricing\">All plans\u003C/a> include unlimited users and unlimited reports, so you’re not penalized for adding teammates or clients. Pricing is based on “source credits” (i.e., how many data sources you connect).\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Start free with Whatagraph today.\u003C/a>\u003C/p>\u003Ch3>What do real users say about Whatagraph?\u003C/h3>\u003Col>\u003Cli>“\u003Ci>Your reporting tool should work for you. This one does! 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/reviews/Capterra___6727843/\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/li>\u003Cli>“\u003Ci>Apart from all the valuable things the tool has in itself, throughout the years we've chatted with their 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/li>\u003Cli>“\u003Ci>Both we and our clients use this reporting tool daily, and we are extremely satisfied. The best and most flexible reporting tool I have come across.\u003C/i>” (\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>)\u003C/li>\u003C/ol>\u003Ch2>2. TapClicks \u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Large agencies and enterprises managing multiple clients with complex marketing operations.\u003C/p>\u003Cp>TapClicks is a comprehensive marketing operations platform built for agencies, media companies, brands, and enterprises. It combines workflow management, analytics, and automated reporting in one integrated solution, making it particularly valuable for organizations managing multiple stakeholders or campaigns.\u003C/p>\u003Cp>While they do offer customization options, they’re pretty bare-bones compared to a comprehensive white-labeling reporting platform like Whatagraph. \u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/New_dashboard_settings_on_Tapclicks_c3afe1a92d.png\" alt=\"New Dashboard Settings On Tapclicks - Dashboard settings with font size, color palette, and save options.\">\u003C/figure>\u003Ch3>Key features\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Extensive integration library\u003C/strong>: Over 150 native API integrations with leading marketing platforms, plus ImportWizard functionality that can pull data from virtually any source.\u003C/li>\u003Cli>\u003Cstrong>Workflow management\u003C/strong>: Streamlines client orders and campaign operations from start to finish.\u003C/li>\u003Cli>\u003Cstrong>Consolidated reporting\u003C/strong>: Combines data from multiple platforms into unified dashboards and reports.\u003C/li>\u003Cli>\u003Cstrong>Automated scheduling\u003C/strong>: Set-and-forget report delivery to clients.\u003C/li>\u003Cli>\u003Cstrong>Data visualization\u003C/strong>: Various chart types and display options for clearer data presentation.\u003C/li>\u003C/ul>\u003Cp>The interface feels a touch outdated—I felt like I was transported back to the 1990s with the boxy blue buttons and small black text. \u003C/p>\u003Cp>Plus, the color contrast isn’t the most friendly for visually impaired users.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tapclicks_overview_dashboard_9972eb1571.png\" alt=\"Tapclicks Overview Dashboard - A dashboard showing data visualization and configuration options.\">\u003C/p>\u003Ch3>Pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Data consolidation\u003C/strong>: Pulls everything into one place, eliminating platform-hopping.\u003C/li>\u003Cli>\u003Cstrong>Time savings\u003C/strong>: Automates what would otherwise be manual data gathering.\u003C/li>\u003Cli>\u003Cstrong>Professional presentation\u003C/strong>: Creates polished, client-ready reports.\u003C/li>\u003Cli>\u003Cstrong>Responsive support\u003C/strong>: The team actively helps solve integration challenges.\u003C/li>\u003Cli>\u003Cstrong>Real-time updates\u003C/strong>: Provides current data rather than outdated snapshots.\u003C/li>\u003C/ul>\u003Ch3>Cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Steep learning curve\u003C/strong>: Requires investment of time to master due to extensive features.\u003C/li>\u003Cli>\u003Cstrong>Integration gaps\u003C/strong>: Some users report issues with specific platforms (like Pinterest).\u003C/li>\u003Cli>\u003Cstrong>Occasional glitches\u003C/strong>: Some display configuration options can be buggy.\u003C/li>\u003Cli>\u003Cstrong>Campaign reporting limitations\u003C/strong>: Multi-channel campaign-based reporting can be challenging.\u003C/li>\u003Cli>\u003Cstrong>Feature complexity\u003C/strong>: Some users find certain features overwhelming.\u003C/li>\u003C/ul>\u003Ch3>Pricing\u003C/h3>\u003Cp>TapClicks offers various packages starting at $99 per month for their TapDataLite package. For more comprehensive packages and custom solutions, you'll need to contact their sales team.\u003C/p>\u003Ch3>What do real users say about TapClicks?\u003C/h3>\u003Cp>Even though users praise the platform for its data visualization, some \u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9553009\" target=\"_blank\" rel=\"noopener noreferrer\">report\u003C/a> that you'll depend on their professional services team for updates and new connections—not great when you need real-time data that goes stale faster than milk in summer.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tapclicks_review_a4b32d54fb.png\" alt=\"Tapclicks Review - Text about what the user likes and dislikes about TapClicks with an arrow.\">\u003C/p>\u003Ch2>3. Databox\u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Teams that need real-time dashboards for quick snapshots.\u003C/p>\u003Cp>Databox is a business analytics and reporting platform designed to consolidate marketing data into interactive dashboards. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_dashboard_6cfc590fe6.png\" alt=\"Databox Dashboard - A dashboard displaying performance metrics with various visualizations and data analysis indicators.\">\u003C/p>\u003Cp>Databox promises real-time dashboards, but from our research, agencies often find themselves spending 15-30 hours a month just trying to make the reports work. Instead of simplifying reporting, Databox adds extra steps, forcing teams to create separate slide decks with screenshots and custom graphs just to get the level of customization they need.\u003C/p>\u003Cp>You kind of feel like you’re trapped in a Microsoft Presentation window instead of building a report in a truly intuitive SEO reporting platform like Whatagraph.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_Google_Analytics_4_report_example_6f908a904a.png\" alt=\"Databox Google Analytics 4 Report Example - A slide deck template with a title slide and dashboard examples.\">\u003C/p>\u003Ch3>Key features\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Pre-built dashboard templates:\u003C/strong> Offers ready-to-use marketing metric views.\u003C/li>\u003Cli>\u003Cstrong>Custom text widgets:\u003C/strong> Embed metrics directly into text for detailed reporting.\u003C/li>\u003Cli>\u003Cstrong>Marketing tool integrations:\u003C/strong> Connects with a variety of platforms.\u003C/li>\u003Cli>\u003Cstrong>Slide-deck style reporting:\u003C/strong> Limited format options with a pageless beta in development.\u003C/li>\u003C/ul>\u003Ch3>Pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Multiple integrations:\u003C/strong> Connects with major marketing platforms.\u003C/li>\u003Cli>\u003Cstrong>Embedded metric support:\u003C/strong> Allows data-driven text widgets.\u003C/li>\u003Cli>\u003Cstrong>Pre-made templates:\u003C/strong> Simplifies initial dashboard setup.\u003C/li>\u003C/ul>\u003Ch3>Cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Rigid dashboards:\u003C/strong> Limited customization forces external workarounds.\u003C/li>\u003Cli>\u003Cstrong>Cumbersome reporting process:\u003C/strong> Requires additional slide deck creation for complete reports.\u003C/li>\u003Cli>\u003Cstrong>Lack of interactivity:\u003C/strong> Difficult for non-marketers to interpret data.\u003C/li>\u003Cli>\u003Cstrong>Stability issues:\u003C/strong> Prone to delays and performance bugs.\u003C/li>\u003Cli>\u003Cstrong>Filtering limitations:\u003C/strong> Cannot apply global filters across all clients.\u003C/li>\u003Cli>\u003Cstrong>Steep learning curve:\u003C/strong> Complicated setup, even for experienced users.\u003C/li>\u003C/ul>\u003Ch3>Pricing: \u003C/h3>\u003Cp>Here’s a quick rundown of Databox’s monthly pricing tiers (billed annually), based on their website as of October 2025:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Professional ($159/month):\u003C/strong> 3 data sources, unlimited dashboards, unlimited users, custom metrics, standard sync.\u003C/li>\u003Cli>\u003Cstrong>Growth ($399/month):\u003C/strong> 3 data sources, unlimited dashboards, unlimited users, plus AI summaries, datasets, forecasting, advanced filters, and row-level drilldowns.\u003C/li>\u003Cli>\u003Cstrong>Premium ($799/month):\u003C/strong> 100 data sources, unlimited dashboards, unlimited users, plus 15-minute syncs on select sources, enterprise security, and priority support.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_pricing_af166c82d6.png\" alt=\"Databox Pricing - Pricing chart comparing three plans: Professional, Growth, and Premium.\">\u003C/p>\u003Cp>\u003Cstrong>Note: \u003C/strong>Databox no longer offers a “Free Forever” plan. Instead, all users begin with a 14-day free trial of their Growth plan.\u003C/p>\u003Ch3>What do real users say about Databox?\u003C/h3>\u003Cp>Many users appreciate Databox’s multiple integrations and easy-to-use templates, but some agencies struggle with stability issues and unreliable metrics. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-9826095\" target=\"_blank\" rel=\"noopener noreferrer\">One recent review\u003C/a> highlights long-standing technical problems, stating, “\u003Ci>After two years of trying, we were never able to fully launch Databox with our clients because there was always another issue\u003C/i>.” \u003C/p>\u003Cp>The reviewer described frequent template failures, broken metrics, and a slow support response—with some issues taking months to resolve. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_review_5420116b5c.png\" alt=\"Databox Review - Text of a customer review of Databox.\">\u003C/p>\u003Cp>If reliability and seamless client reporting are top priorities, you may want to explore alternative solutions.\u003C/p>\u003Cp>\u003Cstrong>Side note: Whatagraph offers a rock-solid 99.95% uptime guarantee\u003C/strong>. And in case systems \u003Ci>do\u003C/i> go down, the platform sends automated alerts to our Product Managers instantly. Yep, even at midnight. \u003C/p>\u003Ch2>4. AgencyAnalytics\u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Agencies that need white-labeled reporting with basic customization.\u003C/p>\u003Cp>AgencyAnalytics is an SEO and marketing reporting tool designed for agencies that need fully white-labeled client reports. While it offers customization for branding, it lacks the automation and real-time insights that many agencies require for accurate SEO reporting.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_dashboard_0e924b7c20.png\" alt=\"AgencyAnalytics Dashboard - A Facebook dashboard with charts, widgets and analysis tools.\">\u003C/figure>\u003Ch3>Key features\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Pre-built integrations:\u003C/strong> Connects with Google Analytics, Facebook Ads, and other marketing tools.\u003C/li>\u003Cli>\u003Cstrong>Automated reporting:\u003C/strong> Allows scheduling reports for recurring delivery.\u003C/li>\u003Cli>\u003Cstrong>Dashboard customization via API:\u003C/strong> Supports programmatic dashboard creation but lacks ongoing maintenance automation.\u003C/li>\u003Cli>\u003Cstrong>White-label reporting:\u003C/strong> Fully customizable branding options for client-facing reports.\u003C/li>\u003C/ul>\u003Cp>While designing reports is fairly easy, you quickly hit a ceiling with what you \u003Ci>can\u003C/i> do. \u003C/p>\u003Cp>There aren’t many diverse options for different widgets to visualize your data, and the report stretches on a single page instead of a multi-window experience like Whatagraph. \u003C/p>\u003Cp>You have to keep scrolling up and down to add widgets. The experience is more ebook than report.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_AI_insights_5ad982c4e8.png\" alt=\"\">\u003C/p>\u003Ch3>Pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>API-supported dashboard creation:\u003C/strong> Enables programmatic dashboard setup, useful for scaling agencies.\u003C/li>\u003Cli>\u003Cstrong>Multiple integrations:\u003C/strong> Connects with key digital marketing tools, including Google Analytics, Facebook Ads, and more.\u003C/li>\u003Cli>\u003Cstrong>Responsive change request system:\u003C/strong> Works with agencies to address specific needs.\u003C/li>\u003C/ul>\u003Ch3>Cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>No master templates:\u003C/strong> Changes must be made one widget or dashboard at a time.\u003C/li>\u003Cli>\u003Cstrong>Slow data updates:\u003C/strong> Reports take \u003Cstrong>2-3 days\u003C/strong> to pull through, making real-time tracking difficult.\u003C/li>\u003Cli>\u003Cstrong>Lack of report automation:\u003C/strong> Scheduled reports remain static and require manual updates.\u003C/li>\u003Cli>\u003Cstrong>Limited data access:\u003C/strong> Some platforms, like Meta, provide only partial data.\u003C/li>\u003Cli>\u003Cstrong>Support frustrations:\u003C/strong> Feature requests often go unresolved, leaving agencies stuck with workarounds.\u003C/li>\u003C/ul>\u003Ch3>Pricing\u003C/h3>\u003Cp>AgencyAnalytics offers a 14-day free trial and uses a per-client pricing model. Here’s a quick look at their main plans (billed annually) as of October 2025:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Freelancer ($159/month; 10 clients included): \u003C/strong>Unlimited reports, scheduling, 80+ integrations, client portal, basic branding. Extra clients: $20/month each.\u003C/li>\u003Cli>\u003Cstrong>Agency ($179/month; 10 clients included): \u003C/strong>Everything in Freelancer + AI Summary & Ask AI, metric alerts, goal & budget tracking, ad spend markup, full branding. Extra clients: $20/month each.\u003C/li>\u003Cli>\u003Cstrong>Agency Pro  ($349/month; 15 clients included): \u003C/strong>Everything in Agency + benchmark comparisons, trend forecasting, anomaly detection, data aggregation, priority support. \u003C/li>\u003Cli>\u003Cstrong>Enterprise (custom pricing): \u003C/strong>Everything in Agency Pro + concierge implementation, dedicated success manager, database connectors, MFA/SSO, training.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_pricing_a26170cb39.png\" alt=\"AgencyAnalytics Pricing - Pricing table for agency analytics platform with different plans.\">\u003C/p>\u003Ch3>What do real users say about AgencyAnalytics?\u003C/h3>\u003Cp>Users appreciate that AgencyAnalytics provides clear, customizable reports that look professional, making it easier for clients to understand campaign performance. \u003C/p>\u003Cp>But the platform has limitations in features and flexibility, which frustrates \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10240737\" target=\"_blank\" rel=\"noopener noreferrer\">some users\u003C/a>. While the change request system is responsive, feature gaps—such as the inability to display more than two decimal places for key financial metrics like CPV—can be a drawback for an SEO agency that needs more precise data tracking.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_review_c53f058931.png\" alt=\"Agency Analytics Review - Review with rating, title, and positive and negative feedback.\">\u003C/p>\u003Ch2>5. DashThis\u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Marketing teams looking for a straightforward reporting solution with multiple integrations.\u003C/p>\u003Cp>DashThis is a marketing and SEO reporting platform that aims to simplify data consolidation across various channels. It's got potential, but like many tools, it comes with a few quirks that might catch you by surprise. \u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_dashboard_ac16faeb10.png\" alt=\"\">\u003C/figure>\u003Cp>I do like that DashThis has more colorful widgets than the alternatives on the list (Whatagraph though, is still far ahead, I believe). \u003C/p>\u003Cp>But, like TapClicks traps you in a slide deck, DashThis makes the insights section feel like Microsoft Word—not the most modern experience.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_insights_96776ac0c7.png\" alt=\"Dashthis Insights - A data entry form with text formatting options.\">\u003C/figure>\u003Cp>Agencies using DashThis often mention spending extra time customizing reports. For design-focused teams, the dashboard customization can feel a bit limiting. Active Campaign users might need to do some manual data exports, which adds a few extra steps to the reporting process.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_metrics_0d5d89436c.png\" alt=\"DashThis Metrics - Dashboard interface with data on bounce rate, page views, and engagement rate.\">\u003C/p>\u003Ch3>Key features\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Extensive integrations:\u003C/strong> Connects with over 50 marketing platforms.\u003C/li>\u003Cli>\u003Cstrong>Dashboard templates:\u003C/strong> Pre-built layouts to kickstart your SEO reporting.\u003C/li>\u003Cli>\u003Cstrong>Monthly reporting:\u003C/strong> Consistent, scheduled report generation.\u003C/li>\u003Cli>\u003Cstrong>PDF exports:\u003C/strong> Easy sharing options for clients.\u003C/li>\u003C/ul>\u003Ch3>Pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Broad platform connections:\u003C/strong> Pulls data from multiple marketing channels.\u003C/li>\u003Cli>\u003Cstrong>Affordable pricing:\u003C/strong> Budget-friendly for smaller to mid-sized teams.\u003C/li>\u003Cli>\u003Cstrong>Consistent reporting:\u003C/strong> Reliable scheduled report generation.\u003C/li>\u003Cli>\u003Cstrong>User-friendly basics:\u003C/strong> Quick to get started for most marketing teams.\u003C/li>\u003C/ul>\u003Ch3>Cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Limited customization:\u003C/strong> Some flexibility challenges for design-focused teams.\u003C/li>\u003Cli>\u003Cstrong>Partial automation:\u003C/strong> Requires some manual data handling.\u003C/li>\u003Cli>\u003Cstrong>Basic insight generation:\u003C/strong> Lacks advanced AI-driven analytics.\u003C/li>\u003Cli>\u003Cstrong>Reporting depth:\u003C/strong> May not satisfy teams that need ultra-granular insights like those needed for advanced keyword research and competitor analysis.\u003C/li>\u003Cli>\u003Cstrong>Dashboard interactivity:\u003C/strong> Currently limited in client-facing features.\u003C/li>\u003C/ul>\u003Ch3>Pricing\u003C/h3>\u003Cp>$5,000 annually for 50 dashboards ($100 per dashboard), which can get expensive quickly and lacks flexibility for scaling, especially for agencies with fluctuating client numbers.\u003C/p>\u003Ch3>What do real users say about DashThis?\u003C/h3>\u003Cp>Most users appreciate DashThis for its ability to consolidate key performance indicators from multiple sources into a single view.\u003C/p>\u003Cp>But serious professionals like data scientist \u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-9963825\" target=\"_blank\" rel=\"noopener noreferrer\">Carmen M.\u003C/a> quickly run into limitations. Users report missing basic functionality like the ability to drag charts to focus on specific time periods or hover over comparison lines to view precise numbers. \u003C/p>\u003Cp>These seemingly small limitations can significantly impact in-depth SEO audits, making it challenging to drill down into the nuanced performance metrics that matter most.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_reviews_833adb88f4.png\" alt=\"DashThis Reviews - A customer review with a 4-star rating and written feedback.\">\u003C/p>\u003Ch2>6. Swydo\u003C/h2>\u003Cp>\u003Cstrong>Best for:\u003C/strong> Small to medium businesses with fewer than 50 data sources.\u003C/p>\u003Cp>Swydo is a reporting platform that promises to simplify marketing data consolidation. But for agencies managing multiple locations or complex reporting requirements, it quickly becomes a reporting roadblock.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_report_template_57d3cb3dfa.png\" alt=\"\">\u003C/figure>\u003Cp>Imagine trying to track 200 Google My Business locations and hitting a hard stop at 50 sources per report. That's the Swydo reality for growing agencies. \u003C/p>\u003Cp>Instead of saving time, you'll find yourself creating multiple reports, manually re-adding properties, and wrestling with a workflow that feels stuck in the past.\u003C/p>\u003Ch3>Key features\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Multi-platform integrations:\u003C/strong> Connects with major marketing platforms like Google Analytics, Google Ads, Facebook Ads, and social media channels.\u003C/li>\u003Cli>\u003Cstrong>Reporting templates:\u003C/strong> Pre-built dashboard layouts for quick report generation, with basic customization options.\u003C/li>\u003Cli>\u003Cstrong>Multiple report creation:\u003C/strong> Ability to generate separate reports for different clients or campaigns\u003C/li>\u003Cli>\u003Cstrong>Data source tracking:\u003C/strong> Limited management of data sources, capped at 50 sources per report.\u003C/li>\u003Cli>\u003Cstrong>Scheduling capabilities:\u003C/strong> Automated report sending and scheduling features.\u003C/li>\u003Cli>\u003Cstrong>Basic visualization:\u003C/strong> Standard chart and graph representations of marketing data.\u003C/li>\u003C/ul>\u003Ch3>Pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Broad platform connections:\u003C/strong> Integrates with over 30 marketing and analytics platforms.\u003C/li>\u003Cli>\u003Cstrong>Flexible report generation:\u003C/strong> Can create multiple separate reports for different clients.\u003C/li>\u003Cli>\u003Cstrong>Automated reporting:\u003C/strong> Reduces manual work with scheduled report generation.\u003C/li>\u003Cli>\u003Cstrong>User-friendly interface:\u003C/strong> Relatively easy to navigate for beginners in marketing reporting.\u003C/li>\u003C/ul>\u003Ch3>Cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Severe source limitations:\u003C/strong> Hard cap of 50 sources per report, forcing manual workarounds for larger clients.\u003C/li>\u003Cli>\u003Cstrong>Manual workflow:\u003C/strong> Requires significant time-consuming data re-entry for multi-location clients.\u003C/li>\u003Cli>\u003Cstrong>No advanced data blending:\u003C/strong> Cannot easily combine or cross-reference complex data sets.\u003C/li>\u003Cli>\u003Cstrong>Limited scalability:\u003C/strong> Struggles with agencies managing large, multi-location clients.\u003C/li>\u003Cli>\u003Cstrong>Performance issues:\u003C/strong> Slowdowns and lag when managing multiple data sources.\u003C/li>\u003C/ul>\u003Cp>Swydo's reporting falls short on basic data management.\u003C/p>\u003Cp>Exporting to spreadsheets or warehouses isn't possible, and the widget setup is clunky. You’ll need to configure widgets in a hidden sidebar before seeing the final layout, with no drag-and-drop grid functionality. \u003C/p>\u003Cp>Even widget resizing remains in beta, making dashboard creation a frustrating experience.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/alternatives/swydo\">\u003Cstrong>Where Swydo falls short, Whatagraph excels\u003C/strong>\u003C/a>\u003Cstrong>. \u003C/strong>\u003C/p>\u003Ch3>Pricing\u003C/h3>\u003Cp>Swydo kicks off at a modest $49/month, offering a surprisingly generous base package. You get unlimited clients, reports, dashboards, and users right out of the gate, along with 10 free data sources. But here's the catch: add just a few more data sources, and your bill skyrockets.\u003C/p>\u003Ch3>What do real users say about Swydo?\u003C/h3>\u003Cp>On one hand, the platform offers a clean, professional approach to reporting that many find visually appealing. Users appreciate the ability to create comprehensive reports with a polished look that impresses clients.\u003C/p>\u003Cp>But the platform's limitations quickly become apparent for more advanced users like \u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-10907958\" target=\"_blank\" rel=\"noopener noreferrer\">Clesea S.\u003C/a> \u003Ci>Despite\u003C/i> a five-star rating, a significant pain point is the manual reporting process, especially for Google Ads asset performance. \u003C/p>\u003Cp>Users find themselves forced to manually import screenshots and spreadsheets for key performance insights—a time-consuming workaround that defeats the purpose of an automated, comprehensive SEO reporting tool.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_review_e14900a178.png\" alt=\"Swydo Review - A customer review discussing the positives and negatives of Swydo.\">\u003C/figure>","2025-03-23T11:59:08.784Z","2025-09-29T14:59:36.217Z","2025-03-23T12:15:35.932Z","2025-03-23",{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},2274,"7 Marketing Report Examples (+ Templates, KPIs, & Best Practices)","marketing-report-examples","\u003Cp>I’ve worked as a LinkedIn Brand Manager, Digital Communications Manager, and Marketing Executive—and I know one thing: most marketing reports are…\u003Ci>not that great. \u003C/i>\u003C/p>\u003Cp>They’re failed attempts built to\u003Ci> justify\u003C/i> marketing's existence, not drive real results.\u003C/p>\u003Cp>Here are 7 marketing report examples with the exact metrics, structures, and expert techniques that prove your marketing isn't just activity—it's revenue.\u003C/p>","\u003Cp>\u003Cstrong>Most marketing reports \u003C/strong>are built for marketers, not clients or leadership.\u003C/p>\u003Cp>They’re packed with metrics, charts, and acronyms that only make sense to marketers, but don’t tell a clear story.\u003C/p>\u003Cp>And when your clients or higher-ups can’t make sense of what they’re looking at? They get bored, and they tune out. \u003C/p>\u003Cp>That’s a huge problem. Because if your reports don’t \u003Ci>show\u003C/i> the value you’re driving, it’s like that value doesn’t exist. And if you’re an agency, it puts your client relationships—and revenue—at risk.\u003C/p>\u003Cp>In this article, I’ll show you 7 best marketing report examples that agencies are using to:\u003C/p>\u003Cul>\u003Cli>Prove results clearly and visually\u003C/li>\u003Cli>Get clients to \u003Ci>actually\u003C/i> read the reports\u003C/li>\u003Cli>Reduce churn by making your wins impossible to ignore\u003C/li>\u003C/ul>\u003Cp>For each report example, I’ll also share best practices collected from marketing experts and agency leaders. \u003C/p>\u003Cp>Let’s dig in.\u003C/p>\u003Ch2>7 Digital Marketing Report Examples To Steal (+ Templates for Inspiration) \u003C/h2>\u003Cp>Here's a list of all the marketing report examples I'll share today:\u003C/p>\u003Col>\u003Cli>Cross-channel marketing analytics report\u003C/li>\u003Cli>SEO performance report\u003C/li>\u003Cli>Pay-per-click (PPC) report\u003C/li>\u003Cli>Organic social media marketing report\u003C/li>\u003Cli>Email marketing report\u003C/li>\u003Cli>Google Analytics (GA4) report\u003C/li>\u003Cli>Shopify report\u003C/li>\u003C/ol>\u003Cp>For each marketing report sample, we’ll cover four key questions:\u003C/p>\u003Col>\u003Cli>What is it best used for?\u003C/li>\u003Cli>What key performance indicators should you include?\u003C/li>\u003Cli>How do you structure it?\u003C/li>\u003Cli>What best practices should you follow for a report that gets read?\u003C/li>\u003C/ol>\u003Cp>BTW, if you’re a Whatagraph customer, you can \u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">build your first report in 30 minutes\u003C/a> using one of our ready-made report templates. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_report_template_gallery_17354e5c9c.gif\" alt=\"\">\u003C/p>\u003Ch2>1. Cross-channel marketing analytics report\u003C/h2>\u003Cp>A \u003Ca href=\"https://whatagraph.com/blog/articles/cross-channel-marketing-report\">cross-channel analytics report\u003C/a> aggregates data from multiple channels—such as PPC, social media, SEO, and email—to show a 360-view of marketing performance.\u003C/p>\u003Cp>\u003Cstrong>Best for:\u003C/strong> A comprehensive snapshot of overall marketing effectiveness and budget allocation.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_marketing_report_example_fc4da2ecaa.png\" alt=\"Cross Channel Marketing Report Example - A digital marketing dashboard with website performance and key metrics.\">\u003C/p>\u003Ch3>\u003Cstrong>Key metrics to include\u003C/strong>:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Customer acquisition cost (CAC)\u003C/strong>: Shows how efficiently you’re acquiring new customers.\u003C/li>\u003Cli>\u003Cstrong>Lifetime value (LTV)\u003C/strong>: Helps determine the long-term profitability of customer acquisition strategies.\u003C/li>\u003Cli>\u003Cstrong>Cost per click (CPC)\u003C/strong>: Essential for evaluating advertising cost-effectiveness.\u003C/li>\u003Cli>\u003Cstrong>Cost per acquisition (CPA)\u003C/strong>: Priority metric to ensure sustainable growth by balancing costs and volume.\u003C/li>\u003Cli>\u003Cstrong>Conversion rates\u003C/strong>: Indicates the effectiveness of your marketing efforts across all platforms.\u003C/li>\u003C/ul>\u003Cp>On choosing KPIs that actually matter, \u003Ca href=\"https://www.linkedin.com/in/chriscoussons/\">Chris Coussons\u003C/a>, Founder at \u003Ca href=\"https://visionary-marketing.co.uk/digital-marketing-agency-london\">Visionary Marketing\u003C/a> says that, “A report is only useful if it answers the question: is this marketing actually working?”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_marketing_metrics_4165cb3c49.png\" alt=\"Cross Channel Marketing Metrics - Dashboard showing Google Ads and Acquisition overview.\">\u003C/p>\u003Ch3>\u003Cstrong>How to structure it:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Performance overview\u003C/strong>: Show total conversions, media spend, and cost per conversion. Quickly see what’s working or not month-to-month.\u003C/li>\u003Cli>\u003Cstrong>Acquisition overview\u003C/strong>: Identify which channels bring the most visitors. Highlight new vs. returning users, bounce rates, and conversion success.\u003C/li>\u003Cli>\u003Cstrong>Website overview\u003C/strong>: Provide a snapshot of user activity—visits, bounce rate, and how long users stay—to spot engagement issues.\u003C/li>\u003Cli>\u003Cstrong>Audience overview\u003C/strong>: Clearly show who your visitors are, their interests, devices used, and demographics. Use these insights to sharpen targeting.\u003C/li>\u003Cli>\u003Cstrong>PPC channels overview\u003C/strong>: Pull together key ad metrics like impressions, clicks, conversions, and spend. Spot trends and manage budgets more effectively.\u003C/li>\u003Cli>\u003Cstrong>Organic overview\u003C/strong>: Track how well your website ranks organically. Include average search positions and traffic patterns to guide your SEO improvements.\u003C/li>\u003Cli>\u003Cstrong>Recommendations\u003C/strong>: Clearly summarize actionable steps based on your insights, focusing on optimizing spend, improving channel effectiveness, and boosting ROI.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cross_channel_marketing_report_template_237074a1e3.gif\" alt=\"Cross Channel Marketing Report Template - Performance overview dashboard showing key metrics.\">\u003C/p>\u003Cp>\u003Cstrong>✨Get inspired by our  \u003C/strong>\u003Ca href=\"https://whatagraph.com/templates/cross-channel-analytics-report\">\u003Cstrong>Cross-Channel Marketing Analytics Report Template here\u003C/strong>\u003C/a>\u003Cstrong>. ✨\u003C/strong>\u003C/p>\u003Cp>Alternatively, you can now build and style your own report\u003Cstrong> in seconds\u003C/strong> using \u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph IQ\u003C/a>. No need to hunt around for report templates or drag-and-drop anything anymore.\u003C/p>\u003Cp>Here’s how it works:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Create full reports with a single prompt.\u003C/strong> Just tell IQ what kind of report you want and it’ll build it for you—complete with the exact widgets, charts, and tables you want. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_features_079cef57b3.gif\" alt=\"Whatagraph Features - A web dashboard with a sidebar menu and search bar at the top.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Add and edit on the fly.\u003C/strong> Need to edit widgets or create another tab? Simply type it in, and IQ updates your report in seconds.\u003C/li>\u003Cli>\u003Cstrong>Brand reports automatically.\u003C/strong> To style your reports, all you need to do is upload a screenshot of your brandbook or type in a prompt. We’ll automatically detect the fonts and colors and apply them to your reports. \u003Cbr>\u003Cbr>You can still manually fine-tune them, and when you’re satisfied, save them as “Global themes” and re-use them across all your reports. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_brand_customization_27a11c2a8e.gif\" alt=\"Whatagraph IQ Brand Customization - Whatagraph dashboard featuring charts and data tables\">\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Get actionable insights right away. \u003C/strong>Tired of manually writing out performance summaries in reports?Just ask IQ to write it for you in 18 different languages and four formats.\u003Cbr>\u003Cbr>Need to answer your client’s or your manager’s questions ASAP? Just ask IQ and it’ll give you succinct, accurate answers in seconds. \u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_chat_d78686a4b7.png\" alt=\"Whatagraph IQ Chat - AI assistant showing conversation history and input field.\">\u003C/p>\u003Cp>Early adopters like Maatwerk Online agency are already saving \u003Ca href=\"https://whatagraph.com/case-studies/maatwerk-online\">100 hours a month on reporting\u003C/a>. Here’s what Laars Maat, Co-Founder, says:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Whatagraph’s AI saves time and energy for our marketing specialists. And the hours we’re saving is just pure profit. We now have the time to focus on more strategic things that help both our agency and our clients grow.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Start free with Whatagraph today.\u003C/a> \u003C/p>\u003Ch3>Best practices for building a cross-channel marketing report\u003C/h3>\u003Cp>How do real industry leaders tackle cross-channel reporting?\u003C/p>\u003Cp>\u003Cstrong>1. Focus on the “who” behind your data.\u003C/strong> \u003Ca href=\"https://www.linkedin.com/in/janetmesh\">Janet Mesh\u003C/a>, CEO and Co-Founder at \u003Ca href=\"https://www.aimtal.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Aimtal\u003C/a>, emphasizes focusing your report on real people:\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>We focus on the who in our reports and ask the question: ‘Who cares?’ Show the companies, job titles, and people who are actually engaging with marketing and sales and have the most qualification to move through the marketing to sales funnel.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>2. Tell a clear, true story. \u003C/strong>Don't overwhelm readers with endless charts and graphs. Mesh explains this clearly:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>One of the biggest mistakes that marketers make when creating reports is just adding screenshots of performance charts without any context or analysis.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Skip the painful process of manually explaining every metric. On Whatagraph, you can just add a “text” widget to your report and ask AI to write performance summaries for you in seconds. You can customize exactly what you want to highlight on your report, like:\u003C/p>\u003Col>\u003Cli>Summary\u003C/li>\u003Cli>Wins\u003C/li>\u003Cli>Recommendations\u003C/li>\u003Cli>Issues\u003C/li>\u003C/ol>\u003Cp>You can also toggle between long and short formats depending on who's reading. Busy executives get the quick version. Detail-oriented marketing managers get the full analysis:\u003C/p>\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>Also, \u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-ai-chatbot\">Whatagraph's AI chatbot\u003C/a> turns data questions into instant answers. Ask \"Why did our Facebook numbers tank?\" or \"Where should we spend more?\" and get immediate answers—like having a data intern on standby 24/7.\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/b0c584b99a7c4c48a078f0b3cf5323b4?sid=010f02ea-dcf5-46bd-82e3-03f10a321a00\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>\u003Cstrong>3. Turn data into clear actions\u003C/strong>. Ryan Anderson, President at \u003Ca href=\"https://markiserv.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Markiserv\u003C/a>, recommends structuring reports around three simple steps: \u003Cstrong>Data → Insights → Actions\u003C/strong>. Clearly state what the numbers mean and exactly what you should do next.\u003C/p>\u003Cp>For example:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data\u003C/strong>: Facebook ads drove the most conversions.\u003C/li>\u003Cli>\u003Cstrong>Insight\u003C/strong>: Facebook ads resonate best with our target audience.\u003C/li>\u003Cli>\u003Cstrong>Action\u003C/strong>: Increase budget for Facebook ads by 25% next month.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>4\u003C/strong>. \u003Cstrong>Make it visual and simple\u003C/strong>. According to Anderson, visuals are key:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>Visuals! We are marketers, that is what we do best! Make it appealing, and simplify it for your audience. Simple as that.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Luckily, this is where Whatagraph sparkles. \u003C/p>\u003Cp>Whatagraph makes creating visual reports easy—and they look stunning, too. You can customize every visual, from graphs and charts to color schemes, perfectly matching your agency’s or client’s brand identity.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/customize_reports_with_whatagraph_3a4b4caee7.png\" alt=\"Customize Reports With Whatagraph - Dashboard with user engagement metrics, including viral reach and page impressions.\">\u003C/p>\u003Cp>Quickly pick brand colors for every visual element. Save your favorite color schemes to reuse them instantly, making your reports consistently polished.\u003C/p>\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>Add your client’s logo or your agency’s branding to every report. Completely remove any mention of Whatagraph—keeping your reports truly white-label.\u003C/p>\u003Cp>Swap out generic icons for custom ones. Want to make your engagement metric stand out with a playful emoji or branded graphic? It’s just a click away!\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_icon_library_b7ec8114a2.png\" alt=\"Whatagraph Icon Library - Icon selection window with icon categories and search bar.\">\u003C/p>\u003Cp>Another way to make your cross-channel reports pop visually is by showing your best-performing social media posts directly within the report using Whatagraph’s media widget.\u003C/p>\u003Cp>Just choose between the compact or expanded view, drag-and-drop it onto your report, and select exactly which metrics—like engagement rate, impressions, or clicks—you want to highlight. Within seconds, your client sees their top Instagram or Facebook post clearly displayed alongside meaningful results.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/drag_and_drop_report_builder_ad549a2137.gif\" alt=\"Drag And Drop Report Builder - Interface for report building, with widget selection and dashboard layout.\">\u003C/p>\u003Cp>No complicated setups or workarounds—just quick, attractive visuals that highlight your wins.\u003C/p>\u003Cp>\u003Cstrong>5. Automate your reports. \u003C/strong>Go to “Actions,” click on “Automate report” and select the day, time, frequency, and whether or not you’d like to receive an update when the report is delivered. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/how_to_automate_marketing_reports_56366db3b1.gif\" alt=\"How To Automate Marketing Reports - Interface with cross-channel report and editing options.\">\u003C/p>\u003Cp>\u003Cstrong>That’s all it takes—literally 10 seconds. \u003C/strong>You’re free to go for your Friday evening beers instead of sending yet another “Monthly Report Attached” email.\u003C/p>\u003Cp>Beyond automated emails, Whatagraph lets you distribute reports via always-updated live links, static PDFs for meetings, or Excel exports for the raw data and tables. Choose the right marketing report format for each client's preferences and workflow.\u003C/p>\u003Ch2>2. SEO performance report\u003C/h2>\u003Cp>An SEO performance report tracks your content marketing effectiveness and website’s visibility on search engines, providing actionable insights into organic traffic growth, keyword rankings, and overall SEO health. This is especially important in \u003Ca href=\"https://saaslinkbuilding.com/saas/saas-marketing/\" target=\"_blank\" rel=\"noopener noreferrer\">SaaS marketing\u003C/a>, where organic growth and keyword rankings often determine long-term customer acquisition success.\u003C/p>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Assessing how well your SEO strategy attracts organic traffic and converts that traffic into measurable business outcomes.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SEO_performance_report_8f00c6eba7.png\" alt=\"SEO Performance Report - A search engine optimization dashboard displaying charts and data tables.\">\u003C/p>\u003Cp>I asked \u003Ca href=\"https://www.linkedin.com/in/benjamingoodey/\">Ben Goodey\u003C/a>, Founder of a successful SEO agency, \u003Ca href=\"https://www.spicymargarita.co/\">Spicy Margarita\u003C/a>, and he begins by saying:\u003C/p>\u003Cp>“I hate reporting.”\u003C/p>\u003Cp>I mean, he does have a good reason…\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>The most painful thing is making them—it takes SO long. I wish you could just drag, drop, and ask AI to make reports with integrations into everything.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Ding, ding, ding! I hear Whatagraph calling!\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/drag_and_drop_report_builder_ad549a2137.gif\" alt=\"Drag And Drop Report Builder - Interface for report building, with widget selection and dashboard layout.\">\u003C/p>\u003Cp>Whatagraph is refreshingly simple to use. Any team member, from account manager to intern, can log in and effortlessly build beautiful SEO reports right away:\u003C/p>\u003Cul>\u003Cli>Start fresh with a blank page and simply \u003Ca href=\"https://help.whatagraph.com/en/articles/8056783-3-adding-widgets-to-a-report\">drag-and-drop\u003C/a> metrics.\u003C/li>\u003Cli>Let the \u003Ca href=\"https://whatagraph.com/blog/articles/smart-builder-reports\">Smart Builder\u003C/a> instantly assemble dashboards for platforms like Google Ads and Facebook Ads.\u003C/li>\u003Cli>OR use our \u003Ca href=\"https://whatagraph.com/templates/seo-report\">ready-to-go SEO Report Template\u003C/a> and customize as needed!\u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>Key metrics to include:\u003C/strong>\u003C/h3>\u003Cp>Ben includes leading indicators in their own reports to prove ROI to their clients, focusing on the most important metrics:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>We prove ROI by measuring the actual hand raisers. People booking sales meetings and demo requests. Then downstream, how many convert to paying customers? That’s the main thing.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Organic sessions\u003C/strong>: Track how many visitors find your site through search engines.\u003C/li>\u003Cli>\u003Cstrong>Organic conversions\u003C/strong>: Measure meaningful actions, like demo requests, bookings, or sales, that directly reflect your SEO’s effectiveness.\u003C/li>\u003Cli>\u003Cstrong>Organic landing pages\u003C/strong>: Identify pages driving the most organic traffic and conversions.\u003C/li>\u003Cli>\u003Cstrong>Keyword rankings\u003C/strong>: Monitor keyword positions to see how visibility changes over time.\u003C/li>\u003Cli>\u003Cstrong>Demo requests and sales meetings\u003C/strong>: Direct indicators of high-intent leads generated from organic efforts.\u003C/li>\u003Cli>\u003Cstrong>Customer conversion rate\u003C/strong>: Track the percentage of organic leads who convert into paying customers.\u003C/li>\u003C/ul>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/seo_performance_metrics_0cd86d14b9.png\" alt=\"Seo Performance Metrics - A dashboard showing SEO data, with graphs and tables.\">\u003Cstrong>How to structure it:\u003C/strong>\u003C/h3>\u003Cp>Ben says that most marketing reports suck because:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>They don't tell you what you need to know easily. Or without 10 integrations. Or a business intelligence person laboring away on it.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Whatagraph’s \u003Ca href=\"https://whatagraph.com/templates/seo-report\">SEO Report Template\u003C/a> comes with the first five sections pre-loaded, important SEO integrations like SE Ranker, Ahrefs, Google Analytics, etc., and an AI summarizer for when you need quick, ready-to-insert insights.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>SEO overview\u003C/strong>: Summarize overall performance clearly: total organic sessions, new users, and goal completions for quick insights into growth and effectiveness.\u003C/li>\u003Cli>\u003Cstrong>Organic traffic analysis\u003C/strong>: Detail sessions over time, highlighting significant changes or trends. Identify top-performing organic landing pages to see which content drives the most traffic and conversions.\u003C/li>\u003Cli>\u003Cstrong>Keyword performance\u003C/strong>: List top-ranking keywords along with their impressions, clicks, CTR (click-through rate), and average rank.\u003C/li>\u003Cli>\u003Cstrong>Backlink analysis\u003C/strong>: Include a summary of total backlinks, number of referral domains, and domain authority.\u003C/li>\u003Cli>\u003Cstrong>Conversions and revenue\u003C/strong>: Show how organic traffic translates into business outcomes like goal completions and transaction revenue. Directly connect SEO performance to revenue to demonstrate clear ROI.\u003C/li>\u003Cli>\u003Cstrong>Actionable recommendations\u003C/strong>: Provide specific, prioritized recommendations based on data, such as optimizing underperforming keywords, improving content on high-traffic pages, or pursuing strategic backlink opportunities.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SEO_marketing_report_template_f7c0606c16.gif\" alt=\"SEO Marketing Report Template - A digital SEO report, showing KPIs and analytics.\n\">\u003C/figure>\u003Ch3>Best practices for building an SEO performance report\u003C/h3>\u003Cp>Ben Goodey was kind enough to share a whole lot of \u003Ci>goodies\u003C/i> for meaningful SEO reporting that actually gets read.\u003C/p>\u003Cp>\u003Cstrong>1. Align on goals first.\u003C/strong> The first real reporting stage is to establish common goals with those you’re reporting to. Ben recommends asking yourself three questions:\u003C/p>\u003Cul>\u003Cli>What metrics actually matter? \u003C/li>\u003Cli>What metrics come \u003Ci>before\u003C/i> those metrics (aka leading metrics)?\u003C/li>\u003Cli>What else would be interesting for them to see? \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>2. Use a phased reporting approach\u003C/strong>. This is my favorite nugget from Ben because he says you need to recognize the difference between short-term and long-term SEO objectives. In the early stages, Ben advises highlighting milestones like:\u003C/p>\u003Cp>\"New content produced or new keyword rankings—to clearly demonstrate early momentum.\"\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/how_the_f_ck_newsletter_79b854ce49.png\" alt=\"How The F Newsletter - Diagram showing the transition from new content to conversions over time.\">\u003Ci>Image: \u003C/i>\u003Ca href=\"https://seo.thefxck.com/seo-reporting-tips/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>How The F*ck\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>3. Always answer \"so what?\" \u003C/strong>\u003C/p>\u003Cp>This is good practice for ALL reports, really, but since SEO is a long game, and clients can be quite reticent to invest in these marketing efforts, this piece of advice I think, is particularly fitting in this section.\u003C/p>\u003Cp>For every data point, clearly articulate:\u003C/p>\u003Cul>\u003Cli>Why is this relevant?\u003C/li>\u003Cli>What have we learned?\u003C/li>\u003Cli>Should anything change based on this?\u003C/li>\u003Cli>Is this good, bad, or average performance?\u003C/li>\u003C/ul>\u003Cp>Clients value insights, not just numbers. Your reporting should drive strategic conversations, not just check a box.\u003C/p>\u003Ch2>3. Pay-per-click (PPC) report\u003C/h2>\u003Cp>A pay-per-click (PPC) report tracks your paid advertising performance across platforms like Google Ads, Facebook Ads, or LinkedIn Ads, showing how effectively your ads drive leads and revenue.\u003C/p>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Understanding the return on your paid advertising investment, budget optimization, and making strategic decisions for PPC campaigns.\u003C/p>\u003Ch3>\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/h3>\u003Ch3>\u003Cstrong>Key metrics to include:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Impressions:\u003C/strong> Indicates how often your ads were shown.\u003C/li>\u003Cli>\u003Cstrong>Clicks:\u003C/strong> Shows how many people clicked on your ads.\u003C/li>\u003Cli>\u003Cstrong>Conversions:\u003C/strong> Tracks valuable actions resulting from ads, such as sales or sign-ups.\u003C/li>\u003Cli>\u003Cstrong>Cost per click (CPC):\u003C/strong> Reveals how efficiently your budget generates clicks.\u003C/li>\u003Cli>\u003Cstrong>Cost per acquisition (CPA):\u003C/strong> Measures how cost-effectively your ads generate conversions.\u003C/li>\u003Cli>\u003Cstrong>Return on ad spend (ROAS):\u003C/strong> Directly links your ad spend to generated revenue.\u003C/li>\u003C/ul>\u003Ch3>\u003Cstrong>How to structure it:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Performance overview: \u003C/strong>Summarize total impressions, clicks, conversions, total spend, and key changes compared to the previous period. Quickly identify which platform (e.g., Google Ads or Facebook Ads) delivered the best performance.\u003C/li>\u003Cli>\u003Cstrong>Channel breakdown: \u003C/strong>Clearly present performance by individual channels, such as Google Ads versus Facebook Ads. Highlight differences in spend, conversions, and effectiveness across these channels.\u003C/li>\u003C/ul>\u003Cp>The great thing about Whatagraph is that I can use the tabs functionality to quickly make the report a “multi-page” experience instead of a single, never-ending scroll to the bottom.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/tabs_in_PPC_report_example_052c9b3da0.png\" alt=\"Tabs In PPC Report Example - Screenshot of a PPC report with tabs to filter performance.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Campaign analysis: \u003C/strong>List active campaigns clearly, noting impressions, clicks, spend, and total conversions. Call out high performers to understand successful strategies.\u003C/li>\u003Cli>\u003Cstrong>Audience insights: \u003C/strong>Identify top-performing segments based on demographics such as age, gender, or location. Example insight: “Females aged 25-34 had the highest conversion rate, suggesting more targeted ads for this segment.”\u003C/li>\u003Cli>\u003Cstrong>Ad creative performance: \u003C/strong>Highlight your best-performing ads by clicks, impressions, and conversions. Clearly show examples like \"Transformation-Static-2024-Jan-25\" and analyze why these creatives are effective.\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>\u003Cul>\u003Cli>\u003Cstrong>Spend vs. clicks/conversions analysis: \u003C/strong>Visually demonstrate how your budget impacts clicks and conversions over time. Identify clear correlations, such as increased spend not always resulting in more conversions.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/PPC_metrics_25aefe5083.png\" alt=\"PPC Metrics - Dashboard with funnel chart, donut chart, and trend lines.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Issues and opportunities: \u003C/strong>Clearly point out problems such as sharp declines in impressions or conversions, noting specific timeframes and affected campaigns.\u003C/li>\u003Cli>\u003Cstrong>Actionable recommendations: \u003C/strong>Provide clear, specific next steps based on insights:\u003Cbr>\"Shift budget from lower-performing Facebook campaigns to high-performing Google Ads.\"\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/PPC_marketing_report_template_7ba4566362.gif\" alt=\"PPC Marketing Report Template - A report template with a table of key performance indicators.\">\u003C/p>\u003Cp>\u003Cstrong>✨ Get inspired by our \u003C/strong>\u003Ca href=\"https://whatagraph.com/ppc-reporting-tool\">\u003Cstrong>PPC Report Template\u003C/strong>\u003C/a>\u003Cstrong> here. ✨\u003C/strong>\u003C/p>\u003Ch3>Best practices for building a PPC report:\u003C/h3>\u003Cp>\u003Cstrong>1. Define your success clearly.\u003C/strong> Before pulling numbers, clearly identify your PPC goals. Ask yourself one essential question:\u003C/p>\u003Cp>\"What does success look like for my account?\"\u003C/p>\u003Cp>For example, success might mean a CPA below $20, a ROAS of 4:1, or a certain number of monthly conversions.\u003C/p>\u003Cp>\u003Cstrong>2. Benchmark against industry standards.\u003C/strong> Don't stop at internal comparisons—check your results against industry benchmarks. Understanding how your metrics stack up against competitors provides valuable context.\u003C/p>\u003Cp>\u003Cstrong>3. Use \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/ppc-reporting-tools\">\u003Cstrong>PPC reporting tools\u003C/strong>\u003C/a>\u003Cstrong> to save time. \u003C/strong>PPC reporting, next to keyword research, eats up valuable hours each week. Use automated reporting platforms like Whatagraph, which streamline data gathering, clearly visualize insights, and free you up for strategy.\u003C/p>\u003Cp>Messy data is a nightmare. Whatagraph neatly groups and blends your scattered PPC data into clear, easy-to-follow reports. You can:\u003C/p>\u003Cul>\u003Cli>Quickly combine \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">data sources\u003C/a> for a complete view of performance.\u003C/li>\u003Cli>Create custom metrics or dimensions—like combining CPC data from multiple ad channels—making reports consistent and understandable.\u003C/li>\u003Cli>Seamlessly pull in custom data from Google Sheets or via Public API integrations. Never miss critical data points again.\u003C/li>\u003C/ul>\u003Ch2>4. Organic social media marketing report\u003C/h2>\u003Cp>An organic \u003Ca href=\"https://whatagraph.com/blog/articles/social-media-report\">social media analytics report\u003C/a> helps track your performance across social media platforms like Facebook, Instagram, and LinkedIn—without paid promotion.\u003C/p>\u003Cp>\u003Cstrong>Best for: \u003C/strong>Monitoring your social media growth, identifying which platforms and content types resonate with your audience, and improving organic reach and engagement.\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/organic_social_media_report_example_47db56213b.png\" alt=\"Organic Social Media Report Example - Social media report with charts and performance data\">\u003C/h3>\u003Ch3>\u003Cstrong>Key metrics to include:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Impressions and reach:\u003C/strong> Understand the visibility and potential audience of your content.\u003C/li>\u003Cli>\u003Cstrong>Engagement:\u003C/strong> Identify how strongly your content resonates with your audience (likes, comments, shares).\u003C/li>\u003Cli>\u003Cstrong>Leads and conversions:\u003C/strong> Clearly measure how many visitors from social media become qualified leads or paying customers.\u003C/li>\u003Cli>\u003Cstrong>Total revenue (attributed):\u003C/strong> Directly show how your social media content contributes financially to your client's business.\u003C/li>\u003Cli>\u003Cstrong>Follower growth:\u003C/strong> Highlight community growth as a foundation for future conversions.\u003C/li>\u003Cli>\u003Cstrong>Clicks and website visits:\u003C/strong> Track traffic driven directly from social channels to landing pages or product pages.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/social_media_metrics_examples_4431aa219f.png\" alt=\"Social Media Metrics Examples - Social media dashboard view with metrics and chart.\">\u003Cstrong>Note\u003C/strong>: See that yellow warning sign smack in the middle of the metrics section? Whatagraph has a feature that allows you to select whether or not to send automated reports to clients if there’s an issue in the report. Whew. \u003C/p>\u003Ch3>\u003Cstrong>How to structure it:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Overall performance summary: \u003C/strong>Start with total impressions, engagement, reach, and follower growth for quick insights. Clearly show total leads, conversions, and attributed revenue to highlight the financial impact upfront.\u003C/li>\u003Cli>\u003Cstrong>Channel-specific breakdown: \u003C/strong>Detail performance metrics by each channel.\u003Cbr>Include revenue-related data, e.g., \"Instagram drove 150 conversions this month, accounting for $5,000 in revenue.\"\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/instagram_report_page_dd47788beb.png\" alt=\"Instagram Report Page - Social media report with graphs, metrics, and \">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Engagement and conversion trends: \u003C/strong>Use charts to visualize engagement trends alongside leads and conversions. Spot which posts or timeframes correlate to peaks in revenue-driving actions.\u003C/li>\u003Cli>\u003Cstrong>Follower and audience insights: \u003C/strong>Clearly outline follower growth and demographic data. Highlight which audience segments convert at higher rates, providing context to future targeting.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/linkedin_follower_change_63892c4189.png\" alt=\"Linkedin Follower Change - LinkedIn analytics dashboard showing follower change and new followers.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Top-performing content: \u003C/strong>Identify and display your most impactful posts clearly. Highlight specific posts that generated measurable conversions or high engagement tied to revenue.\u003C/li>\u003Cli>\u003Cstrong>Revenue insights and issues: \u003C/strong>Pinpoint any areas or channels where conversions fell short. Example: \"Facebook engagement dropped by 20%, resulting in fewer leads compared to last month.\"\u003C/li>\u003Cli>\u003Cstrong>Actionable recommendations: \u003C/strong>Provide clear next steps to boost conversions and revenue, such as: \"Test stronger CTAs on LinkedIn to improve lead generation.\"\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/organic_social_media_marketing_report_template_b4d7119a31.gif\" alt=\"Organic Social Media Marketing Report Template - A report design with charts, graphs, and editable widgets.\">\u003C/p>\u003Cp>\u003Cstrong>✨ Get inspired by our \u003C/strong>\u003Ca href=\"https://whatagraph.com/templates/social-media-report\">\u003Cstrong>Social Media Report Template here\u003C/strong>\u003C/a>\u003Cstrong>. ✨ \u003C/strong>\u003C/p>\u003Ch3>Best practices for building an organic social media marketing report\u003C/h3>\u003Cp>\u003Cstrong>1. Start with the “essence” of your report. \u003C/strong>Stakeholders, especially senior leadership, will skim, nod at, and skip reports if you don’t clearly state why the report matters in the first place.\u003C/p>\u003Cp>So, for social media reports, I ask myself two things:\u003C/p>\u003Cul>\u003Cli>\"If someone spent only 30 seconds on my report, what are the top three things they must know?”\u003C/li>\u003Cli>\"What social media results matter most to leadership?\"\u003C/li>\u003C/ul>\u003Cp>For example: “Instagram followers grew by 30% this month, leading directly to 45 new leads and 10 booked demos.”\u003C/p>\u003Cp>\u003Cstrong>2.\u003C/strong> \u003Cstrong>Use visuals to spotlight milestones\u003C/strong>. Again, this is true for all the report templates here, but come on, for a social media marketing report, it’s exactly what you’d\u003Ci> expect\u003C/i>. I’d hate to read someone “describe” a top-performing Instagram post instead of just actually seeing what it is. \u003C/p>\u003Cp>The same principle applies to visualizing follower growth over a period of time, for example. Give me nice things to look at, not a data dump. \u003C/p>\u003Cp>Visuals help readers quickly grasp your key social media wins or problems.\u003C/p>\u003Cp>Imagine looking forward to making reports—one of my favorite things to do in Whatagraph is to play around with different widgets to visualize social media data:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/instagram_report_widgets_bc3262753f.gif\" alt=\"Instagram Report Widgets - Analytics dashboard interface showing charts and editing options.\">\u003C/p>\u003Cp>\u003Cstrong>3. Show social media metrics relevant to your audience. \u003C/strong>Different teams care about different things. Marketing teams usually care about post performance, follower growth, and engagement rates. Give them insights like, “Instagram Stories have twice the engagement rate compared to feed posts.”\u003C/p>\u003Cp>Leadership teams usually focus on leads, sales, and overall return on investment. Highlight insights clearly: “LinkedIn organic posts directly generated 12 qualified leads this month.”\u003C/p>\u003Cp>\u003Cstrong>Real-life success story: \u003C/strong>Watch \u003Ca href=\"https://www.linkedin.com/in/drew-cove/\" target=\"_blank\" rel=\"noopener noreferrer\">Drew Cove\u003C/a>, Senior SEO Manager at \u003Ca href=\"https://www.digitalparc.com/about/\" target=\"_blank\" rel=\"noopener noreferrer\">DigitalParc\u003C/a>, tell you how Whatagraph helps his company present the right information at the right time in a way stakeholders can best understand it:\u003C/p>\u003Ch2>5. Email marketing report\u003C/h2>\u003Cp>An email marketing report helps track and evaluate how effectively your email marketing campaigns are performing. \u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Measuring the impact of your email campaigns, optimizing content and messaging, and demonstrating the ROI of your email marketing efforts.\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/email_report_template_overview_6d7b1fec33.png\" alt=\"Email Report Template Overview - Dashboard with charts, graphs, and performance metrics for email campaigns.\">\u003C/h3>\u003Ch3>\u003Cstrong>Key metrics to include:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Open rate:\u003C/strong> Indicates the effectiveness of your subject lines and sender reputation.\u003C/li>\u003Cli>\u003Cstrong>Click-through rate (CTR):\u003C/strong> Measures engagement with your email content.\u003C/li>\u003Cli>\u003Cstrong>Conversion rate:\u003C/strong> Clearly shows how many email recipients complete desired actions (e.g., product purchases, webinar sign-ups).\u003C/li>\u003Cli>\u003Cstrong>Subscriber growth and churn:\u003C/strong> Tracks your list health and audience interest over time.\u003C/li>\u003Cli>\u003Cstrong>Revenue generated:\u003C/strong> Ties your email campaigns directly to business outcomes.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/email_marketing_metrics_2760e71f0a.png\" alt=\"Email Marketing Metrics - Email marketing dashboard with key metrics like open rates and revenue.\">\u003C/p>\u003Ch3>\u003Cstrong>How to structure it:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Monthly overview: \u003C/strong>Summarize total emails sent, average open rates, revenue generated, and new subscribers. Quickly spot significant increases or decreases compared to the previous reporting period.\u003C/li>\u003Cli>\u003Cstrong>Campaign performance breakdown: \u003C/strong>Provide detailed insights into individual email campaigns. Highlight top-performing campaigns, e.g., \"Infographic email had the highest revenue per email sent ($90.64), despite lower overall open rates.\"\u003C/li>\u003Cli>\u003Cstrong>Subscriber trends: \u003C/strong>Clearly show changes in subscriber growth, churn, and unsubscribe rates visually. Identify issues early, like sudden spikes in unsubscribe rates, and explain why they occurred.\u003C/li>\u003Cli>\u003Cstrong>Email engagement funnel: \u003C/strong>Visually display the funnel clearly—emails sent → opens → clicks. Highlight areas needing improvement, e.g., \"Good open rates but low clicks suggest stronger CTAs or content adjustments needed.\"\u003C/li>\u003Cli>\u003Cstrong>Hard bounce monitoring: \u003C/strong>Report any deliverability issues or \"hard bounces.\"\u003Cbr>Explain the implications and suggest clear next steps, such as \"review subscriber list health.\"\u003C/li>\u003Cli>\u003Cstrong>Revenue insights and recommendations: \u003C/strong>Present insights into emails that directly generated the most revenue. Provide actionable recommendations like:\u003Cbr>\"Create more infographic-style emails—they deliver higher revenue per send.\"\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/email_marketing_report_template_6c9206c18b.gif\" alt=\"Email Marketing Report Template - Mailchimp performance overview showing various email metrics.\">\u003C/p>\u003Cp>\u003Cstrong>✨ Get inspired by our \u003C/strong>\u003Ca href=\"https://whatagraph.com/templates/email-report\">\u003Cstrong>Email Marketing Report Template here\u003C/strong>\u003C/a>\u003Cstrong>. ✨\u003C/strong>\u003C/p>\u003Ch3>Best practices for building an email marketing report\u003C/h3>\u003Cp>\u003Cstrong>1. Use ready-to-go email integrations.\u003C/strong> I’ve built a sample report above using Mailchimp data, but Whatagraph effortlessly integrates with other popular email marketing platforms as well—ActiveCampaign, HubSpot, Klaviyo, Campaign Monitor, Salesforce, and Google Analytics. \u003C/p>\u003Cp>Quickly highlight open rates, CTR, subscriber growth, and conversions, regardless of which email tool your client uses.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/email_marketing_data_sources_3c01d9f360.png\" alt=\"Email Marketing Data Sources - Email marketing dashboard with key performance indicators and data sources.\">\u003C/p>\u003Cp>\u003Cstrong>2. Customize email metrics for different clients. \u003C/strong>Every client has unique goals, audiences, and success metrics. Instead of generic reporting, customize your metrics directly in Whatagraph to match your client's business objectives.\u003C/p>\u003Cp>Start watching at \u003Cstrong>03:45\u003C/strong> to see how you can make your own custom metrics:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>\u003Cstrong>3. Highlight real subscriber stories. \u003C/strong>Instead of only numbers, show real stories or feedback from subscribers who converted.\u003C/p>\u003Cp>For example: “Our email introducing the spring collection led Sarah from New York to spend $250—her first purchase this year!”\u003C/p>\u003Cp>Keep your clients invested with real stories from real humans made \u003Ci>by\u003C/i> real humans.\u003C/p>\u003Ch2>6. Google Analytics (GA4) report\u003C/h2>\u003Cp>A Google Analytics 4 report shows you the digital body language of your visitors—exposing who clicks what, when they bounce, and why they convert (or don't). GA4 forces you to think in events, paths, and engagement, giving you deeper insights into your website traffic patterns for informed decisions.\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Figuring out if your website is actually working, and making data-driven decisions to double down on or pivot your marketing strategy. \u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GA_4_report_template_cdd049e146.png\" alt=\"Here is the alt text for the image:\n\nGA4 Report Template - Performance dashboard with charts, tables and metrics.\">\u003Cstrong>Key metrics to include:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Sessions and users:\u003C/strong> Who’s coming to your site and how often?\u003C/li>\u003Cli>\u003Cstrong>Engagement rate and session duration:\u003C/strong> Are people actually staying and interacting?\u003C/li>\u003Cli>\u003Cstrong>Top pages:\u003C/strong> What content is driving traffic and conversions?\u003C/li>\u003Cli>\u003Cstrong>Traffic sources:\u003C/strong> Which channels send the most valuable traffic?\u003C/li>\u003Cli>\u003Cstrong>Conversions:\u003C/strong> Which actions matter most—and are they happening?\u003C/li>\u003C/ul>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GA_4_report_example_metrics_0905147ca5.png\" alt=\"GA4 Report Example Metrics - Dashboard with metrics like sessions, engagement and conversion rates, and charts.\">\u003Cstrong>How to structure it:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Performance overview\u003C/strong>: This is your executive summary, showing overall health at a glance. Notice how the example marketing report puts these critical metrics front and center with clear visual indicators.\u003C/li>\u003Cli>\u003Cstrong>Conversion funnel\u003C/strong>: Show your entire customer journey from initial sessions to engaged users to actual conversions. Include total conversion rate to reveal where potential customers are falling off. The funnel visualization makes bottlenecks immediately obvious.\u003C/li>\u003Cli>\u003Cstrong>Channel performance\u003C/strong>: Break down which traffic sources (organic, direct, email, social) drive the most valuable conversions—not just traffic. The example uses color-coded donut charts to instantly communicate channel effectiveness by both volume and conversion rate.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GA_4_report_donut_chart_26519281c6.png\" alt=\"GA4 Report Donut Chart - Four data visualizations including a line graph and three donut charts.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Geographical insights\u003C/strong>: If you sell globally or regionally, include a breakdown of conversions by country or region. \u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geographic_website_activity_c9af573b57.png\" alt=\"Geographic Website Activity - Table showing site metrics for Sweden and Canada, including sessions, views, users.\">\u003C/figure>\u003Cul>\u003Cli>\u003Cstrong>Campaign effectiveness\u003C/strong>: Display which campaigns drive meaningful conversions rather than vanity metrics. \u003C/li>\u003Cli>\u003Cstrong>Trend visualization\u003C/strong>: Use line graphs to show how users and conversions change over time. \u003C/li>\u003Cli>\u003Cstrong>Actionable recommendations\u003C/strong>: Close with 3-5 specific, data-driven recommendations—not vague platitudes. These should directly address opportunities revealed in your report.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GA_4_report_template_overview_cd2fb14678.gif\" alt=\"GA4 Report Template Overview - Google Analytics 4 dashboard displaying performance metrics with a side panel for editing widgets.\">\u003C/p>\u003Cp>\u003Cstrong>✨ Get inspired by our \u003C/strong>\u003Ca href=\"https://whatagraph.com/templates/google-analytics-4-report\">\u003Cstrong>GA4 Report Template here\u003C/strong>\u003C/a>\u003Cstrong>. ✨\u003C/strong>\u003C/p>\u003Ch3>Best practices for building a GA4 report\u003C/h3>\u003Cp>Google Analytics 4 dumps more data points than stars in the sky. I’ve found myself getting lost in the numbers (there are just so many…) rather than adding meaningful context \u003Ci>to \u003C/i>them. Stay ruthlessly focused on the metrics that drive decision-making.\u003C/p>\u003Cp>Here’s how to do that:\u003C/p>\u003Cp>\u003Cstrong>1. Visualize the context, not just the data\u003C/strong>. When conversions plummet during a holiday weekend or spike after your competitor's embarrassing PR disaster, add annotations. Context transforms random fluctuations into learning opportunities. \u003C/p>\u003Cp>\u003Cstrong>2. Humanize metrics with real examples\u003C/strong>. Instead of saying \"the average session duration is 2:47,\" show an actual user journey: \"Here's how User #1274 spent 3 minutes before purchasing—first checking reviews, then viewing pricing, then adding to cart.\" Abstract numbers don't stick; stories do.\u003C/p>\u003Cp>\u003Cstrong>3. Compare against goals, not time periods. \u003C/strong>\"We're up 12% from last month\" means nothing without context. \"We're 8% short of our quarterly conversion target,\" tells a story that demands action.\u003C/p>\u003Ch2>7. Shopify report\u003C/h2>\u003Cp>A Shopify report distills your ecommerce performance into metrics that move the needle.\u003C/p>\u003Cp>\u003Cstrong>Best for\u003C/strong>: Ecommerce businesses that need to understand which products, channels, and campaigns drive actual revenue—not just traffic.\u003C/p>\u003Cp style=\"text-align:center;\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/shopify_marketing_report_example_aea7501f5d.png\" alt=\"Shopify Marketing Report Example - A dashboard showing KPIs, sales data, traffic sources, and product performance.\n\">\u003C/p>\u003Ch3>\u003Cstrong>Key metrics to include:\u003C/strong>\u003C/h3>\u003Cp>Your Shopify report should tell a clear story about your store's performance across three critical areas—sales, traffic, and customers.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Conversion metrics\u003C/strong>: Total conversion rate, transactions per session, and checkout completion. The sample shows a 21.15% conversion rate—the single most important indicator of whether your store converts visitors to buyers.\u003C/li>\u003Cli>\u003Cstrong>Traffic quality indicators\u003C/strong>: Sessions, new users, and traffic sources by percentage.\u003C/li>\u003Cli>\u003Cstrong>Sales performance metrics\u003C/strong>: Total sales against target, gross sales, average order value (AOV), and revenue by product. \u003C/li>\u003Cli>\u003Cstrong>Device and technical metrics: \u003C/strong>Session duration and conversion rate by device type.\u003C/li>\u003C/ul>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/shopify_report_metrics_3c21adb5b1.png\" alt=\"Shopify Report Metrics - Dashboard with charts showing monthly KPIs, total sales, orders, and conversions.\">\u003Cstrong>How to structure it:\u003C/strong>\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Executive summary\u003C/strong>: Start with a snapshot of critical KPIs against targets—total sales, orders, and conversions.\u003C/li>\u003Cli>\u003Cstrong>Sales insights\u003C/strong>: Break down revenue by product, showing gross sales, shipping, and taxes separately. \u003C/li>\u003Cli>\u003Cstrong>Online store traffic overview\u003C/strong>: Show sessions, new users, and website conversion funnels.\u003C/li>\u003Cli>\u003Cstrong>Customer insights\u003C/strong>: Segment customers into meaningful groups based on purchase behavior. The sample report uses three customer segments with clear metrics for each: orders, units per transaction, and average units. (I’ve made a separate tab for this data because it’s easy to get overwhelmed by too much on one page.)\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/shopify_report_customer_insights_ebac1a4523.png\" alt=\"Shopify Report Customer Insights - Dashboard displaying customer groups, sales by country, and new users.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Device and technical data\u003C/strong>: Show how users on different devices and browsers behave. \u003C/li>\u003Cli>\u003Cstrong>Next steps\u003C/strong>: End with specific action recommendations based on the data. \u003C/li>\u003C/ul>\u003Ch3>Best practices for building a Shopify report\u003C/h3>\u003Cp>I tapped \u003Ca href=\"https://www.linkedin.com/in/michaelakeenan/\" target=\"_blank\" rel=\"noopener noreferrer\">Michael Keenan\u003C/a>, principal at \u003Ca href=\"https://www.contentbypeak.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak\u003C/a>, for this section. \u003C/p>\u003Cp>He has two sage pieces of advice.\u003C/p>\u003Cp>\u003Cstrong>1. “Make it pretty.”\u003C/strong> Use consistent colors that match your brand. Add white space. Make your fonts readable. \u003C/p>\u003Cp>Design matters because decision-makers will judge your data by its cover before they ever consider its content. If it looks amateur, they'll assume the analysis is, too.\u003C/p>\u003Cp>Whatagraph doesn’t trap you in a two-dimensional flatland. Play around with colors, customizable icons for widgets, pie-charts, donuts, funnels, and line graphs to make a report worth paying attention to:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/shopify_example_sales_insights_47672cfd70.png\" alt=\"Shopify Example Sales Insights - A dashboard showing total sales, net sales, and gross sales.\">\u003C/p>\u003Cp>\u003Cstrong>2. “Automate report deliveries.”\u003C/strong> Manual reporting is the death of insight. By the time you've finished copying, pasting, and formatting, you're too exhausted to think critically about what the data means. \u003C/p>\u003Cp>Set up automated reports that land in stakeholders' inboxes at the same time each week or month. Consistency breeds familiarity, and familiarity breeds action.\u003C/p>\u003Cp>To this, Mike also adds: \u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Use Slack integrations to send the reports to clients you're in Slack channels with.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>The goal is to be proactive, while shedding the skin of manual reporting for good.\u003C/p>\u003Cp>We’ve already covered how Whatagraph lets you schedule, automate, and share live reports, but \u003Ca href=\"https://www.linkedin.com/in/ivan-vislavskiy-53bb559\">Ivan Vislavskiy\u003C/a>, CEO and Co-Founder of \u003Ca href=\"https://comradeweb.com/\">Comrade Digital Marketing Agency\u003C/a>, goes one step further to show us how you can slide into Slack with clever automations:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/automated_slack_report_message_e8ac83bbc6.png\" alt=\"Automated Slack Report Message - Slack message showing a client report with tasks marked done and in progress.\">\u003C/p>\u003Ch2>Make marketing reports that actually get read\u003C/h2>\u003Cp>At the end of the day, a great marketing report doesn’t just show data—it tells a story that drives decisions.\u003C/p>\u003Cp>Whether you're reporting on SEO, PPC, email, or social, the same principles apply:\u003C/p>\u003Cul>\u003Cli>Focus on outcomes that matter\u003C/li>\u003Cli>Make insights clear and actionable\u003C/li>\u003Cli>Visualize results in a way that’s easy to understand\u003C/li>\u003Cli>Automate the process so reporting doesn’t eat up your week\u003C/li>\u003C/ul>\u003Cp>When your reports are easy to read, impossible to ignore, and clearly tied to growth—you build trust, reduce churn, and prove your value without saying a word.\u003C/p>\u003Cp>If you’re ready to create reports your clients (and execs) \u003Ci>actually\u003C/i> look forward to? We’d love to show you how Whatagraph can help. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call with us here.\u003C/a>\u003C/p>","2023-03-29T11:00:04.746Z","2025-10-02T11:57:16.896Z","2023-03-29T11:00:14.001Z","2025-03-29",{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},2229,"6 Best Ecommerce Reporting Tools in 2025 and Beyond","ecommerce-reporting-tools","\u003Cp>\u003Cspan style=\"color:#000000;\">I ran a \u003C/span>\u003Ca href=\"https://www.instagram.com/thriftbybrinda/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>successful thrift store on Instagram\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> with orders coming through DMs, and payments dropped into UPI. But my business “dashboard” was \u003Ci>me\u003C/i>. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">If I wanted to know which marketing campaign actually worked, I had to piece it together myself—payment by payment, post by post. That’s the same struggle many ecommerce businesses face today, albeit with more zeroes…and more tools.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">A patchwork of tools lends itself to a thorny problem: according to Splunk, \u003C/span>\u003Ca href=\"https://www.splunk.com/en_us/form/the-state-of-dark-data.html\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>55%\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> of an organization’s data remains dark. \u003C/span>\u003C/p>","\u003Cp>Your sales data sits in one dashboard, your ad spend in another, your email results somewhere else.\u003C/p>\u003Cp>I know the risk of picking the wrong ecommerce analytics tool feels heavy…but so does the cost of running blind.\u003C/p>\u003Cp>So, in choosing this list, I focused on criteria \u003Ci>I \u003C/i>would’ve liked in my ecommerce reporting tool for my business:\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>Criteria\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Question to ask\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Col>\u003Cli>Unified dashboard for all metrics\u003C/li>\u003C/ol>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Can I see sales data, ads, and email performance in one view?\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Col>\u003Cli>Reliable integrations\u003C/li>\u003C/ol>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Does it connect natively to the platforms I rely on, or will I be patching gaps?\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Col>\u003Cli>Automation that reduces manual work\u003C/li>\u003C/ol>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">How much of my reporting load will this tool truly take off my plate?\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Col>\u003Cli>Ease of setup and use\u003C/li>\u003C/ol>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Could I get this running quickly without an expert on standby?\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Col>\u003Cli>Affordability and scalability\u003C/li>\u003C/ol>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Will the pricing still make sense as I grow?\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>Let’s make your ecommerce data work like it should: clean, connected, and actually usable.\u003C/p>\u003Ch2>TL;DR: 6 Best Ecommerce Reporting Tools in 2025\u003C/h2>\u003Cp>Your shortlist of the best all-in-one, easy-to-use, holistic \u003Ca href=\"https://whatagraph.com/blog/articles/automated-reporting-tools\">automated reporting platforms\u003C/a> built specifically for ecommerce teams:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Whatagraph: \u003C/strong>Best for ecommerce businesses that want a fast and easy reporting tool with powerful AI workflows.\u003C/li>\u003Cli>\u003Cstrong>Looker Studio + Supermetrics: \u003C/strong>Best for data-savvy teams who want full customization and don’t mind piecing together their reporting stack.\u003C/li>\u003Cli>\u003Cstrong>Saras Pulse:\u003C/strong> Best for omnichannel stores looking to increase customer lifetime value.\u003C/li>\u003Cli>\u003Cstrong>Peel: \u003C/strong>Best for Shopify stores focused on customer retention, cohorts, and repeat purchase customer behavior.\u003C/li>\u003Cli>\u003Cstrong>Glew: \u003C/strong>Best for omnichannel stores that need a centralized view of product, inventory, and customer data in one dashboard.\u003C/li>\u003Cli>\u003Cstrong>Heap: \u003C/strong>Best for teams that want to go beyond “what happened” and understand why users behave the way they do.\u003C/li>\u003C/ol>\u003Ch2>1. Whatagraph\u003C/h2>\u003Cp>Yes, this is our product. Yes, you’re reading this on the Whatagraph blog. But we put it first because we’ve seen too many ecommerce teams burn out trying to “Frankenstein” reports from five tools and two analysts.\u003C/p>\u003Cp>Whatagraph earns this billing. Especially now, with \u003Ca href=\"https://whatagraph.com/whatagraph-iq\">Whatagraph IQ\u003C/a>—our newest AI-powered launch, we’re making ecommerce reporting painless.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>55+ native, fully managed integrations:\u003C/strong> Platforms across paid ads, social, SEO, email, ecommerce, analytics, CRM, call tracking, and more—e.g., Shopify, Klaviyo, GA4, Meta Ads, BigQuery, etc. \u003C/li>\u003Cli>\u003Cstrong>Automated, white‑label cross-channel reporting:\u003C/strong> Complete with password-protected live dashboards and scheduled emails.\u003C/li>\u003Cli>\u003Cstrong>Report customization and interactivity:\u003C/strong> 15+ widget types (charts, funnels, tables, etc.), brand styling, notes, and multi-tab layouts. Interactive dashboards—hover, filter, click.\u003C/li>\u003Cli>\u003Cstrong>Whatagraph IQ (AI toolkit):\u003C/strong>\u003Cul>\u003Cli>\u003Cstrong>Generate full reports from a single text prompt.\u003C/strong>\u003C/li>\u003Cli>Add tabs/widgets via AI—e.g., “Show conversions from Facebook Ads last quarter.”\u003C/li>\u003Cli>Style reports with branded themes using prompts, Hex codes, or uploaded assets.\u003C/li>\u003Cli>IQ Chat: ask data questions and get instant answers; right inside the report.\u003C/li>\u003Cli>Auto‑generating, auto‑updating text summaries with IQ+ when date ranges shift.\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/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>\u003Cp>So, how does Whatagraph measure up against my five must-have criteria? Let’s find out. (Quickly, I promise.)\u003C/p>\u003Ch3>1. Unified dashboard for all metrics\u003C/h3>\u003Cp>You need a single, at-a-glance view of your business performance: sales reports from Shopify, marketing efforts in Klaviyo or Meta Ads, even campaign-level breakdowns—all mapped to the customer journey in one place.\u003C/p>\u003Cp>Whatagraph \u003Ca href=\"https://whatagraph.com/integrations\">offers 55+ fully managed, native integrations\u003C/a>; we bring data from your stores, ad platforms, email tools, analytics, and more into a single source of truth.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_Unified_dashboard_f873e3a7d6.png\" alt=\"Whatagraph Unified Dashboard - A collection of app icons and names, organized by category.\">Aside from quantity, what you get is better \u003Ci>context\u003C/i>. Because all your data lives in one platform, you can see, for example, how your Shopify or WooCommerce conversion rate interacts with your Reddit Ads ROAS. Or how a spike in Klaviyo email opens ties to a jump in average order value—all in one, visually stunning ecommerce dashboard.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_visual_ecommerce_dashboard_22fa2e716a.png\" alt=\"Whatagraph Visual Ecommerce Dashboard - Ecommerce dashboard interface showing key metrics and charts.\">\u003C/p>\u003Ch3>2. Reliable integrations\u003C/h3>\u003Cp>We’ve got 55+ fully managed, native integrations. The setup takes minutes; the data flows cleanly, and the ecommerce metrics show up like they’re supposed to.\u003C/p>\u003Cp>What does that look like in practice?\u003C/p>\u003Cul>\u003Cli>Shopify, Meta Ads, Klaviyo, TikTok, Google Ads, Google Analytics 4 (GA4)—all connect in clicks.\u003C/li>\u003Cli>Historical data pulls cleanly, so you’re not stuck with half-empty graphs.\u003C/li>\u003Cli>Metrics are pre-mapped, so your ROAS shows up as ROAS—not “custom_metric_4bX9”\u003C/li>\u003Cli>Data updates in real time (or on your schedule).\u003C/li>\u003C/ul>\u003Cp>See how easy it is to \u003Ca href=\"https://help.whatagraph.com/en/articles/9965808-how-to-manage-your-data-sources\">connect a data source\u003C/a>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_data_source_connector_for_google_ff4f959378.gif\" alt=\"Whatagraph Data Source Connector - Data table in Whatagraph, listing connected data sources.\">\u003C/p>\u003Cp>And if one of your tools isn’t supported out of the box, you’re not stuck. Plug in Google Sheets for homegrown metrics, use BigQuery for warehouse data, or \u003Ca href=\"https://help.whatagraph.com/en/articles/6223915-how-to-work-with-whatagraph-api\">connect via the Custom API\u003C/a> when you’re pulling numbers from a niche platform.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_data_source_connector_for_custom_API_e752a6f06b.gif\" alt=\"Whatagraph Data Source Connector - A table showing data sources connected to an application.\">\u003C/p>\u003Ch3>3. Automation that reduces manual work\u003C/h3>\u003Cp>If your reporting process feels like a second job, it's not scalable…it's not even sustainable. \u003C/p>\u003Cp>Whatagraph was already great at automating the basics: scheduled reports, repeatable templates, live dashboards. \u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">\u003Cstrong>Real-life success story\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong> Switching to Whatagraph completely changed the way Kim and her team at Peak Seven handle reporting. What used to take her 4 hours in Looker Studio now takes 1.5 hours or less with Whatagraph. Multiply that across 25 reports a month, and she’s saving 63 hours—every single month. That’s $9,450 saved for her clients.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Whatagraph is now our Bible—both for clients and internal teams,” Kim shared. “It’s also my favorite part of the job—I’m genuinely within Whatagraph 6 out of 8 hours a day.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>And now, with Whatagraph IQ and IQ+, the grunt work \u003C/strong>\u003Ci>\u003Cstrong>disappears \u003C/strong>\u003C/i>\u003Cstrong>altogether. \u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>1. Build a full report from one prompt: \u003C/strong>Go from blank canvas to structured, filter-ready report in seconds. Just describe what you want: \u003Ci>“Create a GA4 report showing acquisition and engagement over the last 30 days.”\u003C/i>\u003C/p>\u003Cp>And boom—\u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">key metrics\u003C/a>, KPIs, visuals, and filters show up.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_with_GA_4_091febdb55.gif\" alt=\"Whatagraph IQ with GA4 - A dashboard with the options 'New Folder' and '+ New Report'.\">\u003C/p>\u003Cp>\u003Cstrong>2. Add new widgets or entire tabs with a few words:\u003C/strong> Right-click anywhere and ask for what you need: \u003Ci>“Add a line chart showing Facebook conversions this quarter.”\u003C/i>\u003C/p>\u003Cp>IQ adds it instantly, with the right data source, format, and filters baked in. Or build a whole new tab for a campaign, traffic source, or platform in seconds.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_Add_new_widgets_feature_452f23171f.gif\" alt=\"Whatagraph IQ Add New Widgets Feature - Analytics dashboard displaying PPC performance metrics.\">\u003C/p>\u003Cp>\u003Cstrong>3. \u003C/strong>\u003Ca href=\"https://help.whatagraph.com/en/articles/11867223-how-to-easily-customize-report-branding-with-whatagraph-iq\">\u003Cstrong>Style it to match your brand—automatically\u003C/strong>\u003C/a>\u003Cstrong>: \u003C/strong>Give IQ your brand color or upload your logo, and it’ll auto-generate a polished, on-brand theme.\u003C/p>\u003Cp>Prefer dark mode with blue accents? Ask. Want your charts styled like your Instagram grid? Upload an image and let IQ take the lead. (You can always edit manually later.)\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_brand_color_feature_93bab47ff4.gif\" alt=\"Whatagraph IQ Brand Color Feature - Screenshot of the \">\u003C/p>\u003Cp>\u003Cstrong>4. Chat with your data:\u003C/strong> \u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-whatagraph-iq-chat-instant-data-insights-at-your-fingertips\">Meet IQ Chat\u003C/a>—your personal data assistant inside every report.\u003Cbr>Ask:\u003C/p>\u003Cul>\u003Cli>“What was our top-performing channel last month?”\u003C/li>\u003Cli> “How does this campaign’s CTR compare to last quarter?”\u003C/li>\u003Cli> “What can we do to improve conversion?”\u003C/li>\u003C/ul>\u003Cp>Get plain-English answers instantly.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_Meet_IQ_Chat_044f5c320f.gif\" alt=\"Whatagraph Meet IQ Chat - Analytics dashboard with KPI and chat interface with question suggestions.\">\u003C/p>\u003Cp>\u003Cstrong>5. Normalize messy digital marketing campaign data in seconds: \u003C/strong>Let’s say you’ve got “Summer Sale,” “Summer-Sale,” and “2024_summersale” all floating around. With IQ Plus, you just give a few examples, and it’ll group everything under one clean \u003Ca href=\"https://help.whatagraph.com/en/articles/8267387-how-to-create-and-use-a-custom-dimension\">custom dimension\u003C/a>. \u003C/p>\u003Cp>This is what we call intelligent momentum.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_Plus_dffd80f931.gif\" alt=\"Whatagraph IQ Plus - \">\u003C/p>\u003Ch3>4. Ease of setup and use\u003C/h3>\u003Cp>You want to connect your data, build your report, and get back to actually running your ecommerce store.\u003C/p>\u003Cp>Whatagraph gets that.\u003C/p>\u003Cp>\u003Cstrong>Here’s what the setup looks like:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Connect a data source.\u003C/li>\u003Cli>Choose a template, start from scratch, or type in a prompt for Whatagraph IQ to take the lead.\u003C/li>\u003Cli>Customize visuals, metrics, and layout with drag-and-drop widgets.\u003C/li>\u003Cli>Schedule it to go out weekly, monthly, or on whatever panic-free cadence you prefer.\u003C/li>\u003C/ul>\u003Cp>I put Whatagraph to the test to show you just how easily you can go from blank canvas to data-driven decision-making in less than three minutes:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/build_reports_with_whatagraph_1e12bcadc1.gif\" alt=\"Build Reports With Whatagraph - The interface displays options to add data to a new report.\n\">\u003C/p>\u003Cp>This is the ease of use you feel immediately, because the tool moves as fast as you do. And that’s why \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">recent, verified reviews call Whatagraph\u003C/a> an “extremely user-friendly reporting tool”: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_positive_review_7f9ea1ff66.png\" alt=\"Whatagraph Positive Review - Customer review with five star rating and text.\">\u003C/p>\u003Ch3>5. Affordability and scalability\u003C/h3>\u003Cp>The wrong \u003Ca href=\"https://whatagraph.com/ecommerce-reporting-software\">ecommerce reporting software\u003C/a> will nickel-and-dime you. Or worse, lock you into an enterprise plan before you’re anywhere near enterprise scale.\u003C/p>\u003Cp>When you’re running lean, every dollar counts. When you’re scaling, flexibility matters even more. \u003C/p>\u003Cp>Here's how Whatagraph makes sure you stay lean:\u003C/p>\u003Ch3>Whatagraph pricing:\u003C/h3>\u003Cp>Whatagraph makes the maths work for both ends of the spectrum—and everything in between.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_pricing_e44f27b3df.png\" alt=\"Whatagraph Pricing - Website layout with text, slider, and pricing features.\">\u003C/p>\u003Cp>\u003Cstrong>Starting September 2025, Whatagraph will offer a freemium plan. \u003C/strong>That means ecommerce founders, side-hustlers, and small shops can finally get professional-grade reporting without committing upfront. \u003C/p>\u003Cp>Try it. Break it. See if it fits, before you ever touch your wallet.\u003C/p>\u003Cp>\u003Cstrong>Why this matters for you:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>If you’re small, get started without risk.\u003C/li>\u003Cli>If you’re mid-growth, you won’t outgrow the platform overnight.\u003C/li>\u003Cli>If you’re scaling fast, you won’t be punished for success; you’ll just slide into the next tier.\u003C/li>\u003C/ul>\u003Ch3>Whatagraph pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>AI that saves real time:\u003C/strong> Build full reports from prompts, add widgets in seconds, and auto-generate insights with Watergraph IQ.\u003C/li>\u003Cli>\u003Cstrong>Quick ramp-up:\u003C/strong> Most teams can connect data and ship their first report in under half an hour.\u003C/li>\u003Cli>\u003Cstrong>Solid integrations:\u003C/strong> Shopify, Klaviyo, Meta Ads, GA4, TikTok, and 50+ others connect cleanly and reliably.\u003C/li>\u003C/ul>\u003Ch3>Whatagraph cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Not every source is covered natively (yet): \u003C/strong>Niche or very new platforms may still require a Google Sheets or API workaround.\u003C/li>\u003Cli>\u003Cstrong>Pricing fit depends on scale: \u003C/strong>Freemium makes it accessible, but larger setups still represent a thoughtful investment.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to us\u003C/a> to get a tailored plan just for you. \u003C/p>\u003Ch2>2. Looker Studio + Supermetrics\u003C/h2>\u003Cp>Looker Studio plus Supermetrics is the classic reporting DIY combination. \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-connectors\">\u003Cstrong>Supermetrics connectors\u003C/strong>\u003C/a>\u003Cstrong>: \u003C/strong>138 marketing channels, ecommerce platforms, ad data sources, and lesser-known tools like Criteo or Outbrain.\u003C/li>\u003Cli>\u003Cstrong>Custom dashboards:\u003C/strong> Full control over charts, layouts, and formulas. Or you can get started with \u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-templates\">Supermetrics templates\u003C/a> for Looker Studio.\u003C/li>\u003Cli>\u003Cstrong>Free core tool (Looker Studio): \u003C/strong>Only pay for Supermetrics licenses.\u003C/li>\u003Cli>\u003Cstrong>Data warehousing options: \u003C/strong>Push data into BigQuery or Sheets before your data visualization.\u003C/li>\u003C/ul>\u003Cp>On its own, \u003Ca href=\"https://whatagraph.com/reviews/looker-studio\">Looker Studio\u003C/a> (formerly Google Data Studio) is free, flexible, and deeply customizable. Build dashboards from scratch, design every chart to your liking, and share reports seamlessly within the Google ecosystem.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_Supermetrics_aad8161a5e.png\" alt=\"Looker Studio + Supermetrics - Google Analytics 4 report showing eCommerce metrics.\">\u003C/p>\u003Cp>Pair it with \u003Ca href=\"https://whatagraph.com/reviews/supermetrics\">Supermetrics\u003C/a>, and the stack levels up. Suddenly you can pipe in Shopify, Meta Ads, TikTok, Klaviyo, and 100+ other platforms. Supermetrics does the heavy lifting on data extraction, Looker Studio does the data visualization, and together they give you the freedom to build virtually any dashboard you can imagine.\u003C/p>\u003Cp>But when you pick this stack, you’re really picking two tools and the \u003Ci>relationship\u003C/i> between them. For example, I tested a Supermetrics Instagram Business template in Looker Studio.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_Instagram_Business_template_in_Looker_Studio_b424bc8523.png\" alt=\"Supermetrics Instagram Business template - Dashboard interface with Instagram insights data visualizations.\">\u003C/p>\u003Cp>The data pulled in fine at first—but because you’re managing both the connector and the visualization, there’s always that lurking question: \u003Ci>can I trust this report?\u003C/i>\u003C/p>\u003Cp>That’s the catch. Connectors break. API limits shift. Suddenly your “real-time” dashboard is showing stale or incorrect data. And in ecommerce, where you need to optimize ad spend or catch a conversion drop-off in real time, you don’t have the luxury of second-guessing.\u003C/p>\u003Cp><blockquote class=\"instagram-media\" data-instgrm-captioned data-instgrm-permalink=\"https://www.instagram.com/reel/DA3nQKMgykT/?utm_source=ig_embed&utm_campaign=loading\" data-instgrm-version=\"14\" style=\" background:#FFF; border:0; border-radius:3px; box-shadow:0 0 1px 0 rgba(0,0,0,0.5),0 1px 10px 0 rgba(0,0,0,0.15); margin: 1px; max-width:540px; min-width:326px; padding:0; width:99.375%; width:-webkit-calc(100% - 2px); width:calc(100% - 2px);\"><div style=\"padding:16px;\"> <a href=\"https://www.instagram.com/reel/DA3nQKMgykT/?utm_source=ig_embed&utm_campaign=loading\" style=\" background:#FFFFFF; line-height:0; padding:0 0; text-align:center; text-decoration:none; width:100%;\" target=\"_blank\"> <div style=\" display: flex; flex-direction: row; align-items: center;\"> <div style=\"background-color: #F4F4F4; border-radius: 50%; flex-grow: 0; height: 40px; margin-right: 14px; width: 40px;\"></div> <div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center;\"> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 100px;\"></div> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; width: 60px;\"></div></div></div><div style=\"padding: 19% 0;\"></div> <div style=\"display:block; height:50px; margin:0 auto 12px; width:50px;\"><svg width=\"50px\" height=\"50px\" viewBox=\"0 0 60 60\" version=\"1.1\" xmlns=\"https://www.w3.org/2000/svg\" xmlns:xlink=\"https://www.w3.org/1999/xlink\"><g stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\"><g transform=\"translate(-511.000000, -20.000000)\" fill=\"#000000\"><g><path d=\"M556.869,30.41 C554.814,30.41 553.148,32.076 553.148,34.131 C553.148,36.186 554.814,37.852 556.869,37.852 C558.924,37.852 560.59,36.186 560.59,34.131 C560.59,32.076 558.924,30.41 556.869,30.41 M541,60.657 C535.114,60.657 530.342,55.887 530.342,50 C530.342,44.114 535.114,39.342 541,39.342 C546.887,39.342 551.658,44.114 551.658,50 C551.658,55.887 546.887,60.657 541,60.657 M541,33.886 C532.1,33.886 524.886,41.1 524.886,50 C524.886,58.899 532.1,66.113 541,66.113 C549.9,66.113 557.115,58.899 557.115,50 C557.115,41.1 549.9,33.886 541,33.886 M565.378,62.101 C565.244,65.022 564.756,66.606 564.346,67.663 C563.803,69.06 563.154,70.057 562.106,71.106 C561.058,72.155 560.06,72.803 558.662,73.347 C557.607,73.757 556.021,74.244 553.102,74.378 C549.944,74.521 548.997,74.552 541,74.552 C533.003,74.552 532.056,74.521 528.898,74.378 C525.979,74.244 524.393,73.757 523.338,73.347 C521.94,72.803 520.942,72.155 519.894,71.106 C518.846,70.057 518.197,69.06 517.654,67.663 C517.244,66.606 516.755,65.022 516.623,62.101 C516.479,58.943 516.448,57.996 516.448,50 C516.448,42.003 516.479,41.056 516.623,37.899 C516.755,34.978 517.244,33.391 517.654,32.338 C518.197,30.938 518.846,29.942 519.894,28.894 C520.942,27.846 521.94,27.196 523.338,26.654 C524.393,26.244 525.979,25.756 528.898,25.623 C532.057,25.479 533.004,25.448 541,25.448 C548.997,25.448 549.943,25.479 553.102,25.623 C556.021,25.756 557.607,26.244 558.662,26.654 C560.06,27.196 561.058,27.846 562.106,28.894 C563.154,29.942 563.803,30.938 564.346,32.338 C564.756,33.391 565.244,34.978 565.378,37.899 C565.522,41.056 565.552,42.003 565.552,50 C565.552,57.996 565.522,58.943 565.378,62.101 M570.82,37.631 C570.674,34.438 570.167,32.258 569.425,30.349 C568.659,28.377 567.633,26.702 565.965,25.035 C564.297,23.368 562.623,22.342 560.652,21.575 C558.743,20.834 556.562,20.326 553.369,20.18 C550.169,20.033 549.148,20 541,20 C532.853,20 531.831,20.033 528.631,20.18 C525.438,20.326 523.257,20.834 521.349,21.575 C519.376,22.342 517.703,23.368 516.035,25.035 C514.368,26.702 513.342,28.377 512.574,30.349 C511.834,32.258 511.326,34.438 511.181,37.631 C511.035,40.831 511,41.851 511,50 C511,58.147 511.035,59.17 511.181,62.369 C511.326,65.562 511.834,67.743 512.574,69.651 C513.342,71.625 514.368,73.296 516.035,74.965 C517.703,76.634 519.376,77.658 521.349,78.425 C523.257,79.167 525.438,79.673 528.631,79.82 C531.831,79.965 532.853,80.001 541,80.001 C549.148,80.001 550.169,79.965 553.369,79.82 C556.562,79.673 558.743,79.167 560.652,78.425 C562.623,77.658 564.297,76.634 565.965,74.965 C567.633,73.296 568.659,71.625 569.425,69.651 C570.167,67.743 570.674,65.562 570.82,62.369 C570.966,59.17 571,58.147 571,50 C571,41.851 570.966,40.831 570.82,37.631\"></path></g></g></g></svg></div><div style=\"padding-top: 8px;\"> <div style=\" color:#3897f0; font-family:Arial,sans-serif; font-size:14px; font-style:normal; font-weight:550; line-height:18px;\">View this post on Instagram</div></div><div style=\"padding: 12.5% 0;\"></div> <div style=\"display: flex; flex-direction: row; margin-bottom: 14px; align-items: center;\"><div> <div style=\"background-color: #F4F4F4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(0px) translateY(7px);\"></div> <div style=\"background-color: #F4F4F4; height: 12.5px; transform: rotate(-45deg) translateX(3px) translateY(1px); width: 12.5px; flex-grow: 0; margin-right: 14px; margin-left: 2px;\"></div> <div style=\"background-color: #F4F4F4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(9px) translateY(-18px);\"></div></div><div style=\"margin-left: 8px;\"> <div style=\" background-color: #F4F4F4; border-radius: 50%; flex-grow: 0; height: 20px; width: 20px;\"></div> <div style=\" width: 0; height: 0; border-top: 2px solid transparent; border-left: 6px solid #f4f4f4; border-bottom: 2px solid transparent; transform: translateX(16px) translateY(-4px) rotate(30deg)\"></div></div><div style=\"margin-left: auto;\"> <div style=\" width: 0px; border-top: 8px solid #F4F4F4; border-right: 8px solid transparent; transform: translateY(16px);\"></div> <div style=\" background-color: #F4F4F4; flex-grow: 0; height: 12px; width: 16px; transform: translateY(-4px);\"></div> <div style=\" width: 0; height: 0; border-top: 8px solid #F4F4F4; border-left: 8px solid transparent; transform: translateY(-4px) translateX(8px);\"></div></div></div> <div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center; margin-bottom: 24px;\"> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 224px;\"></div> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; width: 144px;\"></div></div></a><p style=\" color:#c9c8cd; font-family:Arial,sans-serif; font-size:14px; line-height:17px; margin-bottom:0; margin-top:8px; overflow:hidden; padding:8px 0 7px; text-align:center; text-overflow:ellipsis; white-space:nowrap;\"><a href=\"https://www.instagram.com/reel/DA3nQKMgykT/?utm_source=ig_embed&utm_campaign=loading\" style=\" color:#c9c8cd; font-family:Arial,sans-serif; font-size:14px; font-style:normal; font-weight:normal; line-height:17px; text-decoration:none;\" target=\"_blank\">A post shared by Chen Hindi (@chen.hindi)</a></p></div></blockquote>\u003Cbr><script async src=\"//www.instagram.com/embed.js\"></script>\u003C/p>\u003Cp>Plus, when something falls apart, who do you call? If a Supermetrics connector is clearly broken—say, their sidebar throws an error—then fine, Supermetrics support is your first stop.\u003C/p>\u003Cp>But most of the time, it’s not that clear. I once asked why my GA4 data wouldn’t load in reports. The answer was that “it’s a Google issue.” I was pointed to Google’s documentation and left to figure it out myself.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_support_chat_f3b3df08a4.png\" alt=\"Supermetrics Support Chat - Supermetrics support chat with a red box highlighting a link to Google's issue tracker.\">\u003C/p>\u003Cp>And I’m not alone in my frustration with this DIY combination. In the \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-7096510\" target=\"_blank\" rel=\"noopener noreferrer\">most recent review for Supermetrics on G2\u003C/a>, here’s what a verified user shared:\u003C/p>\u003Cp>“Each month, it seems the data disconnects and I have to go into Supermetrics to reconnect the social media accounts…It's also extremely expensive as an agency that only needs 1 data source, but has to pay almost $3K for the tool every year.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_con_04c7643a12.png\" alt=\"Supermetrics Con - A customer review of Supermetrics with an orange box around the cons.\">\u003C/p>\u003Ch3>Looker Studio + Supermetrics pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Cost-efficient starting point:\u003C/strong> Looker Studio itself is free (at first), so you only pay for the connectors.\u003C/li>\u003Cli>\u003Cstrong>Report templates available:\u003C/strong> Supermetrics provides prebuilt templates to accelerate setup for common marketing + ecommerce reports.\u003C/li>\u003C/ul>\u003Ch3>Looker Studio + Supermetrics cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Two tools, two moving parts: \u003C/strong>Supermetrics is just the pipe; Looker Studio is the dashboard. Both need to work together; and they often \u003Ci>don’t\u003C/i>. \u003C/li>\u003Cli>\u003Cstrong>Not real-time friendly: \u003C/strong>In ecommerce, where campaigns shift daily or even hourly, laggy or unreliable data makes optimization risky.\u003C/li>\u003C/ul>\u003Ch3>Looker Studio + Supermetrics pricing:\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-pricing\">Looker Studio offers three pricing editions\u003C/a>, with quotes, not exact pricing, provided by Google sales:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Standard:\u003C/strong> Includes 1 production instance, 10 standard users, and 1,000 query-based API calls/month.\u003C/li>\u003Cli>\u003Cstrong>Enterprise: \u003C/strong>Adds enhanced security and higher API call limits (up to 100,000/month).\u003C/li>\u003Cli>\u003Cstrong>Embed:\u003C/strong> Designed for external analytics at scale, supporting up to 500,000 API calls/month.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-pricing\">Supermetrics’ pricing\u003C/a> starts at:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Starter: $29/month (billed annually): \u003C/strong>1 destination, 3 data sources.\u003C/li>\u003Cli>\u003Cstrong>Growth: $159/month (billed annually):\u003C/strong> 1 destination, 7 data sources, 2 users\u003C/li>\u003Cli>\u003Cstrong>Pro: $399/month (billed annually):\u003C/strong> 1 destination, 10 data sources, 3 users, advanced features like data transformations.\u003C/li>\u003Cli>\u003Cstrong>Business (Custom):\u003C/strong> Enterprise-grade, with API access, data warehousing, unlimited users, and premium support; pricing on request.\u003C/li>\u003C/ul>\u003Ch4>Customer success story: From Looker Studio + Supermetrics to Whatagraph\u003C/h4>\u003Cp>For \u003Ca href=\"https://www.linkedin.com/in/tanjastjepanovic/\" target=\"_blank\" rel=\"noopener noreferrer\">Tanja Keglić\u003C/a>, Performance Marketing Manager at \u003Ca href=\"https://www.achtzehngrad.at/en\" target=\"_blank\" rel=\"noopener noreferrer\">Achtzehn Grad\u003C/a>, reporting was a grind. On Looker Studio, large datasets crawled. Reports took forever to load. “We wanted to see our data quickly, but Looker Studio took so long to load,” she shared. \u003C/p>\u003Cp>And connecting non-Google platforms meant paying extra for Supermetrics. But instead of relief, it added friction. \u003C/p>\u003Cp>“It’s such a pain to reconnect a lot of sources and accounts with Supermetrics—and it takes so much time, which you don’t have when you want a quick report,” Tanja explained.\u003C/p>\u003Cp>On top of that, Looker Studio capped data blends at 5 sources per report. For Tanja, that wasn’t enough.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">Switching to Whatagraph changed everything\u003C/a>.\u003Cbr>\u003Cbr>[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 also very fast when loading the data.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>For Achtzehn Grad, the switch translated to 5+ hours saved per new report. And a reporting stack that finally matched the speed of their clients.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">\u003Cstrong>This is how you know you’ve outgrown Looker Studio\u003C/strong>\u003C/a>\u003Cstrong>.\u003C/strong>\u003C/p>\u003Ch2>3. Saras Pulse\u003C/h2>\u003Cp>Saras Pulse is built to answer the questions that keep enterprise operators up at night:\u003C/p>\u003Cp>\u003Ci>Are your fulfillment partners meeting SLAs? Where are bottlenecks—from order to last-mile delivery? What’s the true cost-per-order, and is your routing logic eating into margins?\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Customizable dashboards:\u003C/strong> Tailored to the metrics your teams actually need, whether it’s campaign ROI, SLA compliance, or order routing costs.\u003C/li>\u003Cli>\u003Cstrong>Bring your own business intelligence tool: \u003C/strong>If you prefer Tableau or Power BI,  Saras Pulse plugs right in, so analysts don’t need to abandon their workflows.\u003C/li>\u003Cli>\u003Cstrong>Massive connectivity: \u003C/strong>5,000+ APIs supported and 200+ prebuilt connectors, covering everything from marketing platforms to logistics partners.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Saras_Pulse_3074c44019.png\" alt=\"Saras Pulse - Marketing dashboard showing sales, orders, and ad performance metrics.\n\">\u003C/p>\u003Cp>Saras Pulse isn’t the fast, lightweight reporting fix for startups; it’s the infrastructure layer for enterprise brands that need a single source of truth across thousands of data points. If your growth is outpacing your reporting, this is the kind of system that keeps marketing, operations, finance, and compliance aligned.\u003C/p>\u003Cp>\u003Cstrong>One thing to note:\u003C/strong> Unlike Whatagraph, Looker Studio, or Peel, Saras Pulse currently has no verified reviews on G2, Capterra, or Software Advice. That doesn’t mean it isn’t powerful; it just means you won’t find the same volume of peer feedback when evaluating it. \u003C/p>\u003Cp>\u003Cstrong>So, why is Saras Pulse on this list if it’s so new and has no reviews?\u003C/strong>\u003C/p>\u003Cp>Because it reflects a shift in how enterprise brands are approaching reporting.\u003C/p>\u003Cp>The ecommerce market is moving beyond plug-and-play dashboards; large omnichannel retailers want infrastructure that can: unify operational, marketing, and logistics data in one model; and deliver compliance-ready, analysis-ready datasets without heavy engineering work.\u003C/p>\u003Cp>That’s the gap Saras Pulse is aiming at.\u003C/p>\u003Cp>It’s not for everyone—and definitely not for small stores—but the free trial makes it possible for enterprise teams to test whether that kind of backbone is the right next step.\u003C/p>\u003Ch3>Saras Pulse pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Enterprise-ready: \u003C/strong>Built for omnichannel brands juggling ecommerce, offline, logistics, and compliance.\u003C/li>\u003Cli>\u003Cstrong>Operational depth: \u003C/strong>Dashboards that track fulfillment SLAs, routing costs, compliance metrics, and more.\u003C/li>\u003C/ul>\u003Ch3>Saras Pulse cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>New to market: \u003C/strong>Launched in March 2025, so it doesn’t have the battle-tested history of longer-standing platforms.\u003C/li>\u003Cli>\u003Cstrong>Implementation lift: \u003C/strong>While powerful, setup may require more IT or data support compared to plug-and-play reporting tools.\u003C/li>\u003Cli>\u003Cstrong>Enterprise fit: \u003C/strong>Likely overkill for smaller ecommerce teams; better suited for large, complex operations.\u003C/li>\u003C/ul>\u003Ch3>Saras Pulse pricing:\u003C/h3>\u003Cp>Here’s what \u003Ca href=\"https://www.sarasanalytics.com/pulse/pricing\">Saras Pulse offers\u003C/a> as of writing: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Growth Plan starting at $250/month (billed annually): \u003C/strong>For growing omnichannel brands bringing in $1M–$10M in annual revenue, this tier includes: full access to standard features and all prebuilt data sources, managed data warehouse, up to 10 users, with live chat and email support, 1-day data recency and full historical history, enterprise-level security (SOC 2, MFA), SQL access.\u003C/li>\u003Cli>\u003Cstrong>Enterprise Plan (custom): \u003C/strong>Advanced sources and features, including custom business logic and visualization, unlimited users and scheduled reporting (push to Slack or email), support over Slack, dedicated account manager, and 1:1 onboarding, option to bring your own data warehouse, full compliance, automation, and security baked in.\u003C/li>\u003C/ul>\u003Ch2>4. Peel\u003C/h2>\u003Cp>Most analytics tools stop at “what happened.” Peel is built to tell you “who’s coming back, why, and how to keep them.”\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Audiences dashboard: \u003C/strong>Build hyper-specific customer groups with dozens of filters (tags, discounts, attribution channels, locations, and more).\u003C/li>\u003Cli>\u003Cstrong>Customer segmentation: \u003C/strong>Slice any metric (AOV, repeat rate, lifetime value) by the filters that matter most.\u003C/li>\u003Cli>\u003Cstrong>Product performance: \u003C/strong>Spot which products resonate with customers at different journey stages. Use it to plan bundles, upsells, or subscription pushes.\u003C/li>\u003Cli>\u003Cstrong>Channel attribution: \u003C/strong>Peel uses Shopify’s native tracking plus UTM/referrer data to give you revenue attribution that you can tie to cohorts and retention, not just one-off sales.\u003C/li>\u003Cli>\u003Cstrong>Marketing metrics: \u003C/strong>Link retention to campaigns.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Peel_31b73d6698.png\" alt=\"Peel - Line graph with annotations showing sales trends over time.\">\u003C/p>\u003Cp style=\"text-align:center;\">\u003Ca href=\"https://www.peelinsights.com/solutions\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>Peel isn’t trying to serve every market under the sun. The tool is crafted with feedback from thousands of DTC brands, and it shows in the UX.\u003C/p>\u003Cp>That’s why customers are responding to its promise:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Peel_positive_review_8518e30b2d.png\" alt=\"Peel Positive Review - Online review with 5-star rating and reviewer details.\n\">\u003C/p>\u003Cp style=\"text-align:center;\">\u003Ca href=\"https://www.g2.com/products/peel-analytics/reviews/peel-analytics-review-6933737\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>But even among Peel’s “ideal” customers—small DTC ecommerce companies selling through Shopify Plus and Amazon—\u003Ca href=\"https://www.reddit.com/r/ecommerce/comments/1hdjx4q/data_analytics_suggestion/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">some users\u003C/a> feel it doesn’t fully live up to the pitch.\u003C/p>\u003Cp>“Seems like Peel is pretty basic…”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Peel_reddit_user_comment_d785961ebe.png\" alt=\"Peel Reddit User Comment - A dark themed reddit post with highlighted text.\">\u003C/p>\u003Ch3>Peel pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Built with feedback from thousands of DTC brands:\u003C/strong> So the workflows reflect real merchant needs.\u003C/li>\u003Cli>\u003Cstrong>Audience dashboard makes segmentation intuitive: \u003C/strong>Also syncs straight into Klaviyo, Attentive, or Facebook Ads.\u003C/li>\u003C/ul>\u003Ch3>Peel cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Perception of being “basic”:\u003C/strong> Some DTC operators find Peel’s segmentation and attribution closer to basic reporting with filters than advanced marketing analytics.\u003C/li>\u003Cli>\u003Cstrong>Shopify-centric:\u003C/strong> Works best if you’re in Shopify’s ecosystem; data integrations outside it can feel limited.\u003C/li>\u003C/ul>\u003Ch3>Peel pricing:\u003C/h3>\u003Cp>\u003Ca href=\"https://www.peelinsights.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">Peel’s pricing\u003C/a> is structured by order volume, with tiers scaling as your DTC brand grows.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Core\u003C/strong> \u003Cstrong>from $179/month (billed annually):\u003C/strong> For brands processing up to ~6,000 orders/year. Includes all core connectors (Shopify, Amazon, GA4, Meta, Klaviyo, Attentive, etc.), 30+ cohort KPIs, segmentation, dashboards, automated insights, and Snowflake data access.\u003C/li>\u003Cli>\u003Cstrong>Essentials\u003C/strong> \u003Cstrong>from $449/month (billed annually): \u003C/strong>Supports ~16,000 orders/year. Adds higher reporting capacity, all connectors, and automated Slack/email digests.\u003C/li>\u003Cli>\u003Cstrong>Accelerate from $809/month (billed annually): \u003C/strong>For larger brands handling ~29,000+ orders/year. Includes everything in Core + Essentials with expanded data usage, custom reporting, and more automated exports.\u003C/li>\u003Cli>\u003Cstrong>Tailored (Enterprise)\u003C/strong> \u003Cstrong>custom pricing:\u003C/strong> For 62,000+ orders/year. Designed for enterprise-level DTC brands needing tailored reports, unlimited connectors, and white-glove support.\u003C/li>\u003C/ul>\u003Ch2>5. Glew\u003C/h2>\u003Cp>If Whatagraph is built for speed and Peel for retention, Glew sits in the middle ground: a multichannel analytics platform that emphasizes daily visibility, subscription insights, and scalable custom reporting.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Daily snapshot: Wake up to an email with the previous day’s KPIs: sales, orders, revenue, AOV.\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Scheduled reports: \u003C/strong>Automate delivery of any report daily, weekly, or monthly. Send them to your team or clients, view offline, or keep them in your inbox.\u003C/li>\u003Cli>\u003Cstrong>Subscription analytics:\u003C/strong> Track MRR, churn, retention, and profitability at a granular level. \u003C/li>\u003Cli>\u003Cstrong>Custom reports + Commerce Data Cloud: \u003C/strong>Glew’s backbone is its Commerce Data Cloud, which means you can model custom reports or build enterprise-grade analytics applications as you scale.\u003C/li>\u003Cli>\u003Cstrong>Ecommerce dashboards:\u003C/strong> Out-of-the-box dashboards covering sales performance, marketing performance, customers, and product performance.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Glew_9733f79187.png\" alt=\"\">\u003C/p>\u003Cp style=\"text-align:center;\">\u003Ca href=\"https://www.glew.io/platform-overview\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>For some brands, like GoPure Beauty, Glew has been a “game-changer”—especially for leaders tasked with pulling data from multiple sources into a single BI layer:\u003C/p>\u003Cp>“Glew.io has exceeded our expectations in every way.” —\u003Ca href=\"https://www.g2.com/products/glew/reviews/glew-review-10717409\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>But there are notable detractors. For example, \u003Ca href=\"https://www.g2.com/products/glew/reviews/glew-review-10388218\" target=\"_blank\" rel=\"noopener noreferrer\">Jeff P., a DTC Ecommerce Manager\u003C/a> points out that enterprise integrations are limited (e.g., no SAP), filtering can feel shallow, especially in the “Starter” dashboards, and Looker dashboards feel like the only reliable surface, leaving the rest of the interface underwhelming.\u003Cbr> \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Glew_con_8b921d3187.png\" alt=\"Glew Con - Online review with five-star rating and customer feedback.\">\u003C/p>\u003Ch3>Glew pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Proven value for mid-market brands:\u003C/strong> Praised publicly by companies like GoPure Beauty for simplifying multi-source reporting.\u003C/li>\u003Cli>\u003Cstrong>Day-to-day cadence:\u003C/strong> Instead of starting every morning by logging into five dashboards, Glew drops a daily snapshot of yesterday’s KPIs right in your inbox.\u003C/li>\u003C/ul>\u003Ch3>Glew cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Enterprise gaps: \u003C/strong>No SAP integration (a blocker for larger stacks).\u003C/li>\u003Cli>\u003Cstrong>Data accuracy checks: \u003C/strong>Some users still validate data manually in Google Sheets before trusting the output.\u003C/li>\u003C/ul>\u003Ch3>Glew pricing:\u003C/h3>\u003Cp>\u003Ca href=\"https://www.glew.io/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">Glew doesn’t publish exact pricing\u003C/a> on its site. Instead, it outlines two tiers: \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Glew Pro\u003C/strong> (for teams that want advanced reporting with 250+ KPIs and prebuilt segments); and \u003C/li>\u003Cli>\u003Cstrong>Glew Plus\u003C/strong> (for teams that need a managed data pipeline, warehouse, and bundled Looker license).\u003C/li>\u003C/ol>\u003Cp>\u003Cstrong>According to \u003C/strong>\u003Ca href=\"https://www.g2.com/products/glew/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>G2 user data\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Average time to implement: 1 month\u003C/li>\u003Cli>Average ROI: 14 months\u003C/li>\u003Cli>Average discount: 8%\u003C/li>\u003Cli>Perceived cost: High ($$$$ out of $$$$$)\u003C/li>\u003C/ul>\u003Ch2>6. Heap\u003C/h2>\u003Cp>Most tools in this list tell you the output: revenue, ROAS, churn. Heap flips it around. Instead of asking you to predefine every event you want to track, it captures everything by default—clicks, swipes, form fills, drop-offs—straight out of the box. \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Automatic capture: \u003C/strong>A single snippet records the full digital journey across web and mobile. Retroactively query anything without starting from zero.\u003C/li>\u003Cli>\u003Cstrong>Friction alerts: \u003C/strong>Heap’s data models flag when users are getting stuck, even if you weren’t watching that behavior.\u003C/li>\u003Cli>\u003Cstrong>Session replay:\u003C/strong> Actually watch what the user did (or didn’t do) and connect the dots.\u003C/li>\u003Cli>\u003Cstrong>Structured data:\u003C/strong> Everything comes pre-organized, which means you’re spending less time cleaning events.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Heap_362f25e4bb.png\" alt=\"\">\u003C/p>\u003Cp style=\"text-align:center;\">\u003Ca href=\"https://www.heap.io/platform/dashboards\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>Users consistently highlight auto-capture as Heap’s strongest differentiator. As \u003Ca href=\"https://www.g2.com/products/heap/reviews/heap-review-11596149\" target=\"_blank\" rel=\"noopener noreferrer\">one reviewer put it\u003C/a>, the auto-capture feature has “saved a ton of time” and given them a far more complete picture of user behavior.\u003C/p>\u003Cp>But that firehose of data has a downside. Out of five recent reviews in 2025, three mentioned feeling overwhelmed by the volume of events, \u003Ca href=\"https://www.g2.com/products/heap/reviews/heap-review-11491108\" target=\"_blank\" rel=\"noopener noreferrer\">like this one\u003C/a>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Heap_con_784690d268.png\" alt=\"Heap Con - Customer review with a positive rating and a comment highlighted.\">\u003C/p>\u003Ch3>Heap pros:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Auto-capture saves time:\u003C/strong> Every interaction is logged automatically, so you’re never starting from scratch.\u003C/li>\u003Cli>\u003Cstrong>Complete behavioral picture:\u003C/strong> Because nothing slips through, you can go back and retroactively analyze interactions you didn’t think to track.\u003C/li>\u003C/ul>\u003Ch3>Heap cons:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>A longer ramp-up time: \u003C/strong>Teams new to behavioral analytics may find it takes time (and discipline) to turn raw event data into actionable insights.\u003C/li>\u003Cli>\u003Cstrong>Filtering could be stronger:\u003C/strong> While you get everything captured, drilling down to the insights that matter can feel clunky.\u003C/li>\u003C/ul>\u003Ch3>Heap pricing:\u003C/h3>\u003Cp>\u003Ca href=\"https://www.heap.io/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">Heap doesn’t publish pricing\u003C/a> on its website—you’ll need to talk to sales for that. But here’s what we do know:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Free:\u003C/strong> Up to 10K monthly sessions. Includes core analytics, unlimited enrichment sources, and 6 months of data history.\u003C/li>\u003Cli>\u003Cstrong>Growth:\u003C/strong> Adds AI-powered chat (“Sense”), unlimited users/reports, chart customization, CSV exports, and 12 months of data history.\u003C/li>\u003Cli>\u003Cstrong>Pro: \u003C/strong>Custom session pricing. Includes account analytics, engagement matrix, report alerts, and optional session replay.\u003C/li>\u003Cli>\u003Cstrong>Premier:\u003C/strong> Custom session pricing. Enterprise-level features like data warehouse integration, behavioral targeting, advanced permissions, dedicated CSM, and regional storage.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://www.g2.com/products/heap/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">According to G2 insights\u003C/a>, Heap’s Growth plan pricing starts around $3,600/year.\u003C/p>\u003Ch2>My Final Take\u003C/h2>\u003Cp>If you want to experiment (Looker Studio + Supermetrics), if you prefer to DIY at scale (Glew), or if you’re ready to go enterprise-first (Saras Pulse), the tools are there. \u003C/p>\u003Cp>If you’re a Shopify brand that needs reports for retention (Peel), or a team that needs to get to the why behind behavior (Heap), those are worth exploring too.\u003C/p>\u003Cp>But if your priority is to get set up quickly, generate reports that are white-labeled, client-ready, and instantly shareable—then, as a former thrift store owner—I’d recommend starting with Whatagraph.\u003C/p>\u003Cp>Join the businesses and marketing agencies that save 30%–70% of their reporting time every month with \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>. Starting September 2025, the freemium plan means you can test its functionality in your world—without spending a cent.\u003C/p>","2022-08-29T00:16:17.000Z","2025-09-04T10:49:25.328Z","","2025-08-31",{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},1901,"Brinda Gulati, Author at Whatagraph Blog","Brinda Gulati is a fractional content marketer and freelance writer for B2B SaaS.",[519,520,527,534,541,548,555,562,569,576],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},"Databox","databox","Honest Databox Review in 2025: Is it Right for You?","2025-05-02T13:51:45.061Z","2025-05-16T11:22:17.116Z","2025-05-02T14:39:34.959Z",{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},"Funnel.io","funnel-io","Honest Funnel.io Review in 2025: Is It Right For You?","2025-05-19T06:44:30.375Z","2025-08-04T11:22:00.434Z","2025-05-19T13:17:52.489Z",{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},"Supermetrics","supermetrics","Honest Supermetrics Review in 2025: Is It Right For You?","2025-05-28T10:50:51.737Z","2025-05-28T13:10:02.704Z","2025-05-28T12:58:19.280Z",{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},"Tapclicks","tapclicks","Honest TapClicks Review in 2025: Is it Right for You?","2025-05-30T09:31:18.431Z","2025-06-02T05:06:31.713Z","2025-06-02T04:25:54.290Z",{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},"Fivetran","fivetran","Honest Fivetran Review in 2025: Is it Right for You?","2025-06-04T05:42:10.356Z","2025-06-09T07:58:05.369Z","2025-06-04T06:23:53.256Z",{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},"Looker Studio","looker-studio","Honest Looker Studio Reviews in 2025: Is it Right for You?","2025-06-23T12:11:57.451Z","2025-06-27T12:25:04.580Z","2025-06-24T04:52:17.441Z",{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},"Swydo","swydo","Honest Swydo Review in 2025: Is it Right for You?","2025-06-30T04:57:49.838Z","2025-06-30T06:50:04.995Z","2025-06-30T06:39:36.870Z",{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},"Adverity","adverity","Honest Adverity Review in 2025: Is It Right For You?","2025-07-28T09:00:00.727Z","2025-07-28T09:40:34.015Z","2025-07-28T09:40:05.153Z",{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},"Improvado","improvado","Honest Improvado Review in 2025: Is It Right For You?","2025-08-04T08:03:04.657Z","2025-08-04T11:15:00.719Z","2025-08-04T10:11:34.246Z",[584,591],{"id":5,"__component":585,"target":586,"features":587,"pros":588,"cons":589,"description":590},"sections.tool-summary","Boutique marketing agencies focused primarily on SEO/PPC that don’t need deep customization or advanced data workflows.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>AgencyAnalytics\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>80+ native integrations, Google sheets integration available\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>Prone to disconnects and delays​\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Easy for basic reporting\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data organization\u003C/td>\u003Ctd>Basic data aggregation, custom metrics, and widget-level available\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>Limited customization\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Email sharing, white-label PDFs\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>MFA, Enterprise SSO, Granular user access and customization\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>Simple and fast setup\u003C/li>\u003Cli>SEO tools built-in\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">White-label reports\u003C/span>\u003C/li>\u003Cli>Affordable starter plans\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>Unstable connections that frequently break\u003C/li>\u003Cli>Lack of deeper data filtering and blending\u003C/li>\u003Cli>Rigid report layouts and limited customization\u003C/li>\u003Cli>Can’t scale well with multiple clients\u003C/li>\u003C/ul>","AgencyAnalytics is a reporting and dashboard platform designed for marketing agencies to track performance across multiple clients and channels in one place.",{"id":592,"__component":593,"content":594},78,"sections.rich-text-content","\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>There are so many automated reporting tools shouting for your attention, it’s easy to get overwhelmed just trying to figure out which one is \u003Ci>actually\u003C/i> the best fit for how \u003Ci>you\u003C/i> work.\u003C/p>\u003Cp>Our goal here is simple: cut through the noise and give you a clear, honest review you can actually use.\u003C/p>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we live and breathe marketing data and reporting every day. So, we understand what agencies \u003Ci>really\u003C/i> need from their software.\u003C/p>\u003Cp>Here’s how we approach reviews like this one:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Looking closely at features\u003C/strong>:\u003Cstrong> \u003C/strong>How does it work day-to-day? We want to see how features perform in practice, not just how they sound on a sales page.\u003C/li>\u003Cli>\u003Cstrong>Focus on critical agency requirements\u003C/strong>: Our evaluation is systematically centered on the criteria we know are key for successful agency operations. This includes integration stability and breadth, the depth of customization and white-labeling, automation reliability, overall usability, and the quality of customer support. \u003C/li>\u003Cli>\u003Cstrong>Being real about strengths and limits\u003C/strong>: We’ll tell you where a tool shines. But we’ll also point out, factually, where it might not quite hit the mark for \u003Ci>everyone\u003C/i>. We don’t call these 'flaws'—it's more about finding the right match for \u003Ci>you\u003C/i>. \u003C/li>\u003Cli>\u003Cstrong>Hearing from real users\u003C/strong>: We pay attention to what actual users are saying out there in forums, review sites, and communities.\u003C/li>\u003C/ul>\u003Cp>We want you to walk away feeling informed and ready to make a smart, confident decision that benefits your team and your clients.\u003C/p>\u003Ch2>AgencyAnalytics Pricing\u003C/h2>\u003Cp>Alright, let's talk investment. AgencyAnalytics' pricing model is tiered, primarily based on the number of clients you manage under the platform.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_pricing_b2834df82b.png\" alt=\"Agency Analytics Pricing - Pricing table showing different plans and features for client reporting.\">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">I’ve adjusted the slider on their pricing page to 10 clients, because that’s about the point where a growing agency or team usually finds themselves. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">And here’s the breakdown as of September 2025:\u003C/span>\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>Base Price (Billed Annually)\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>Cost Per \u003C/strong>\u003Ci>\u003Cstrong>Additional\u003C/strong>\u003C/i>\u003Cstrong> Client\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;\">Freelancer\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$159/month\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;\">$20/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited reports \u003C/li>\u003Cli>Scheduling\u003C/li>\u003Cli>80+ integrations\u003C/li>\u003Cli>Client portal\u003C/li>\u003Cli>Basic branding \u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Agency\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$179/month\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;\">$20/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Everything in Freelancer\u003C/li>\u003Cli>AI Summary & Ask AI\u003C/li>\u003Cli>Metric alerts\u003C/li>\u003Cli>Goal and budget tracking\u003C/li>\u003Cli>Ad spend markup\u003C/li>\u003Cli>Full branding\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Agency Pro\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$349/month\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;\">$20/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Everything in “Agency”\u003C/li>\u003Cli>Benchmark comparisons\u003C/li>\u003Cli>Trend forecasting\u003C/li>\u003Cli>Anomaly detection\u003C/li>\u003Cli>Data aggregation\u003C/li>\u003Cli>Priority support\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:#000000;\">Enterprise\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:#000000;\">Custom\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:#000000;\">Custom\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cspan style=\"color:#000000;\">Custom\u003C/span>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Everything in “Agency Pro”\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Dedicated Success Manager \u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Concierge implementation\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Database connectors\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">MFA/SSO\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Priority support and training\u003C/span>\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>Want a deeper dive? Check out this guide to \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-pricing\">AgencyAnalytics pricing\u003C/a>.\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Heads-up\u003C/strong>: The per-client surcharge is now $20/month across all tiers, up from $10/month in May 2025. So even though the slider looks neat at 10 clients, the moment you grow beyond that, your costs start climbing.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">They do offer a 14-day free trial, which is a good way for you to get a feel for the platform before committing.\u003C/span>\u003C/p>\u003Ch3>Key takeaways for your budget\u003C/h3>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Your main cost driver is the number of clients you need reports for:\u003C/strong> The base price looks fine at 10 clients, until you add extras. At 20 clients on the Agency plan: $179 + (10 × $20) = $379/month (billed annually).\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>The “Freelancer plan” is only $59 if you manage ≤5 clients:\u003C/strong> At 6 clients, it jumps to $79/month. At 7 clients, it’s $99/month. And it keeps climbing from there. Meanwhile, the other plans stay flat until you hit their “included clients” cap.\u003C/span>\u003C/li>\u003C/ul>\u003Cp>\u003Cspan style=\"color:#000000;\">That means the barrier to entry is surprisingly high for individuals and small agencies—ironically, the very audience this plan is supposed to serve. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Here’s where Whatagraph feels friendlier:\u003C/strong> Instead of taxing you per client, pricing is tied to source credits, so unlimited users and reports are included by default.\u003C/span>\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_pricing_8fc26e75a8.png\" alt=\"Whatagraph pricing - Pricing tiers for a SaaS product: Free, Start, Boost, Max.\">\u003C/figure>\u003Cp>\u003Cspan style=\"color:#000000;\">And our “Forever Free” plan is what \u003C/span>\u003Ca href=\"https://whatagraph.com/pricing#pricing-features\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>makes marketing intelligence accessible\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> to small businesses and freelancers. And when you do scale, the math is clearer; predictable tiers based on how much data you actually need.\u003C/span>\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About AgencyAnalytics?\u003C/h2>\u003Cp>We analyzed recent reviews and discussions from independent platforms like G2, Capterra, SoftwareAdvice, and relevant Reddit communities (like r/DigitalMarketing) to identify the major themes—both positive and negative—in user feedback.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall G2 AgencyAnalytics Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">4.7/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Capterra AgencyAnalytics Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.in/software/158746/agency-analytics\" target=\"_blank\" rel=\"noopener noreferrer\">4.8/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>AgencyAnalytics pros: What users love\u003C/h3>\u003Cp>✅ \u003Cstrong>Ease of use and setup\u003C/strong>\u003C/p>\u003Cp>A major recurring point is how simple and intuitive the platform is to get started with. Users mention easy setup, straightforward integrations, intuitive dashboards, and smooth daily operations. \u003C/p>\u003Cp>✅ \u003Cstrong>Excellent and responsive customer support\u003C/strong>\u003C/p>\u003Cp>This stands out strongly across multiple reviews. Users describe the support team as \"incredible,\" \"quick to respond,\" even at odd hours, and proactive in logging feature requests. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-9837854\" target=\"_blank\" rel=\"noopener noreferrer\">Rakan W. on G2\u003C/a> gives it \"500 out of 5 stars.\" \u003C/p>\u003Cp>✅ \u003Cstrong>Major workflow efficiency and time savings\u003C/strong>\u003C/p>\u003Cp>Users like \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10649567\" target=\"_blank\" rel=\"noopener noreferrer\">Adam C\u003C/a>. feel that AgencyAnalytics tackles the \"chaos\" of juggling multiple digital marketing tasks. The core benefit identified is centralization—having data from various platforms (SEO, ads, etc.) accessible in “one place.”\u003C/p>\u003Cp>✅ \u003Cstrong>Improved client communication and professionalism\u003C/strong>\u003C/p>\u003Cp>A key value proposition highlighted is the ability to generate reports that are not only data-rich but also clear, professional-looking, and easy for clients to understand. This clarity extends to addressing specific client concerns, with \u003Ca href=\"https://www.softwareadvice.com/web-analytics/agency-analytics-profile/reviews/\" target=\"_blank\" rel=\"noopener noreferrer\">one user\u003C/a> finding it helpful for providing \"clarity regarding performance concerns on many calls.\" \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AA_pro_review_on_softwareadvice_e9384b73ee.png\" alt=\"AA Pro Review On Softwareadvice - Customer review showing 5-star ratings for Agency Analytics\">\u003C/p>\u003Ch3>Agency Analytics cons: Where users get frustrated\u003C/h3>\u003Cp>❌ \u003Cstrong>Unstable connections and inaccurate data on reports\u003C/strong>\u003C/p>\u003Cp>The biggest disadvantage of AgencyAnalytics is that their integrations are unstable—they break often or are slow at bringing in data from source platforms. This means the data on your reports are either late or inaccurate.\u003C/p>\u003Cp>For example, one former AgencyAnalytics user told us it can take \u003Ci>2–3 days\u003C/i> for their reports to fetch data, which is too slow for their daily reporting needs. Even then, the data isn’t always up-to-date by the time reports need to go out.\u003C/p>\u003Cp>Also,\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10622277\" target=\"_blank\" rel=\"noopener noreferrer\"> this user on G2.com\u003C/a> reports that when connections break, they need to manually reconnect them which causes a “several day delay in threading data”.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Delay_in_data_850e97fd07.png\" alt=\"Delay In Data - Text stating integrations disconnect, causing data delays.\">\u003C/p>\u003Cp>This means with AgencyAnalytics, your “automated reports” are not really automatic. You’ll need to manually check whether the integrations are working properly and if the data on your reports are accurate before they can be sent to your clients. \u003C/p>\u003Cp>And if you have dozens of clients? This can become a “part-time” job on its own.\u003C/p>\u003Cp>\u003Cstrong>❌ Limited customization and flexibility (beyond basics)\u003C/strong>\u003C/p>\u003Cp>This isn't just a minor hiccup; users express significant frustration with the inability to tailor reports and dashboards beyond the standard templates on AgencyAnalytics.\u003C/p>\u003Cp>For instance, \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10284707\" target=\"_blank\" rel=\"noopener noreferrer\">Franco S. on G2.com\u003C/a> wishes they could “tailor their reports to match their company branding.” But this isn’t available on the Freelancer plan—you’ll need to opt for more expensive plans like Agency and Agency Pro. \u003C/p>\u003Cp>If highly bespoke or uniquely branded reports are important for your client relationships, this limitation is critical to consider.\u003C/p>\u003Cp>\u003Cstrong>❌ Lack of depth in data analysis and insight\u003C/strong>\u003C/p>\u003Cp>Agencies looking to perform sophisticated analysis often hit a wall. Users specifically cite the inability to create custom metrics that require advanced filtering or segmentation.\u003C/p>\u003Cp>The dashboards themselves have been \u003Ca href=\"https://www.reddit.com/r/SEO/comments/1al5swp/comment/kpcnox2/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">described as \"mediocre\"\u003C/a> and potentially no better than what could be built for free in tools like Looker Studio, questioning the core value proposition if deep analysis is needed.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_Analytics_mediocre_dashboards_9b3b734320.png\" alt=\"Agency Analytics Mediocre Dashboards - A screenshot of a comment thread.\">\u003Cstrong>❌ Problematic pricing structure and perceived value\u003C/strong>\u003C/p>\u003Cp>This is a big one. Agencies need predictable and fair pricing, but users have reported finding AgencyAnalytics' pricing \"unclear.\" \u003C/p>\u003Cp>More specifically, a detailed analysis by \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-4630521\" target=\"_blank\" rel=\"noopener noreferrer\">Adam R. on G2\u003C/a> suggests the upgrade path between tiers (e.g., Freelancer to Agency) lacks proportional value, meaning you might pay significantly more per client or per feature as you scale, unlike typical SaaS models.\u003C/p>\u003Cp>This structure could make it economically challenging to grow your agency on the platform. \u003C/p>\u003Cp>\u003Cstrong>❌ Inconsistent or unsatisfactory customer support and service\u003C/strong>\u003C/p>\u003Cp>While some users praise support, a significant number report negative experiences, suggesting inconsistency. \u003C/p>\u003Cp>Criticisms include slow response times (\"almost an hour\"), poor attitude, lack of follow-up, and a tendency to deflect responsibility (\"pass the buck\"), especially regarding technical issues like problematic integrations.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-9552532\" target=\"_blank\" rel=\"noopener noreferrer\">Robert M., Director of SEO\u003C/a>, says what he likes best about AgencyAnalytics is that his “\u003Ci>contract will end in December!\u003C/i>”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/negative_agencyanalytics_G2_review_17cae73d69.png\" alt=\"Negative Agencyanalytics G2 Review - A customer review is visible in the image.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-9375112\" target=\"_blank\" rel=\"noopener noreferrer\">Another verified user\u003C/a> says that although he’s satisfied with the customer support, the “\u003Ci>lack of contact with client success manager is bad.\u003C/i>”\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>The Whatagraph advantage\u003C/strong>: You never have to wait in the support void. Every plan comes with live chat that replies in under 4 minutes, and when you’re on “Boost” or “Max,” you also get a dedicated Customer Success Manager. That means fast fixes when you need them—and strategic guidance once you’re ready to scale. That's partnership, built-in.\u003C/span>\u003C/p>\u003Ch2>AgencyAnalytics Ease of Use\u003C/h2>\u003Cp>When you're evaluating reporting software, \"ease of use\" is often high on the list. \u003C/p>\u003Cp>But what does that actually \u003Ci>mean\u003C/i> in practice for your agency day-to-day? Let's break down AgencyAnalytics in this area.\u003C/p>\u003Ch3>Are there ready-to-use templates and drag-and-drop features?\u003C/h3>\u003Cp>Yes, AgencyAnalytics offers ready-made templates to get you started quickly, and it features a drag-and-drop interface for adding widgets to your reports and dashboards. \u003C/p>\u003Cp>This definitely contributes to its reputation for being easy to learn initially. If you need standard reports without heavy customization, you can get them built relatively fast.\u003C/p>\u003Cp>However, note that they only have about eight widget options for visualizing data.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agencyanalytics_widgets_a8e7eb73dc.png\" alt=\"Agencyanalytics Widgets - Add Widgets panel with available widgets.\">\u003C/p>\u003Cp>Want a deeper dive? Check out this guide to \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-dashboard\">AgencyAnalytics dashboards\u003C/a>.\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">With \u003C/span>\u003Ca href=\"https://whatagraph.com/whatagraph-iq\">\u003Cspan style=\"color:#000000;\">Whatagraph IQ\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> though, you don’t even need to worry about templates or drag-and-drop widgets (although we still have them). \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">You can just ask AI to create a full-on report—with widgets, metrics, and filters you need—in seconds.\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_features_079cef57b3.gif\" alt=\"Whatagraph Features - A web dashboard with a sidebar menu and search bar at the top.\">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Want to add a widget or edit an existing one? Just type in your prompt and let AI do it for you.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">You can also ask AI to create separate tabs within a single report for different channels, locations, or brands, without making your readers scroll through a 10-page report.\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tabs_on_Whatagraph_09732e3596.png\" alt=\"Tabs on Whatagraph - Dashboard interface with reports for paid marketing channels.\">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">That’s not all. To style your reports, you can simply upload a screenshot of your brandbook or type in a prompt and—guess what—we’ll automatically detect and apply the fonts and logos to your reports instantly.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">You can still fine-tune the details yourself and once you’re satisfied, save the style as a “Global theme” and re-use it across all your existing and new reports.\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/IQ_themes_2_3b53aa593c.png\" alt=\"IQ Themes - Editing a branding theme in a report interface.\">\u003C/p>\u003Cp>Marketers like yourself are loving this about Whatagraph. \u003Ca href=\"https://www.linkedin.com/in/benjamingoodey/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Ben Goodey\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\">, Founder of \u003C/span>\u003Ca href=\"https://www.spicymargarita.co/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Spicy Margarita\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\">, says “Looooove how quick this makes things.”\u003C/span>\u003C/p>\u003Cp><iframe src=\"https://www.linkedin.com/embed/feed/update/urn:li:ugcPost:7371112994186936320?collapsed=1\" height=\"542\" width=\"504\" frameborder=\"0\" allowfullscreen=\"\" title=\"Embedded post\"></iframe>\u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">\u003Cspan style=\"color:#1155cc;\">\u003Ci>\u003Cu>Start free today with Whatagraph.\u003C/u>\u003C/i>\u003C/span>\u003C/a>\u003C/p>\u003Ch3>Is everything housed in one reporting environment?\u003C/h3>\u003Cp>The interface generally keeps you within a reasonably unified environment for basic tasks like viewing dashboards or building simple reports using templates. \u003C/p>\u003Cp>However, if you need to deeply configure specific integration settings or manage complex client setups, you might find yourself navigating different sections.\u003C/p>\u003Ch3>How easy and fast is editing dozens of reports?\u003C/h3>\u003Cp>This is where a major ease-of-use challenge arises, especially as your agency scales. \u003C/p>\u003Cp>AgencyAnalytics lacks master templates or linked reporting functionality. This means if you need to make a change—add a new KPI, update a metric's definition, adjust a date range—across reports for 10, 20, or 50+ clients, you have to open and edit each report individually.\u003C/p>\u003Cp>This manual, repetitive process eats up significant time and increases the risk of errors. \u003C/p>\u003Cp>\u003Ci>(Side note: “Bulk operations” is \u003C/i>\u003Cspan style=\"color:#000000;\">\u003Ci>available on the most expensive \u003C/i>\u003C/span>\u003Ci>AgencyAnalytics pricing plan\u003C/i>\u003Cspan style=\"color:#000000;\">\u003Ci>, but this doesn’t actually include editing the dashboards in bulk.)\u003C/i>\u003C/span>\u003C/p>\u003Cp>Whatagraph, for example, addresses this specific pain point directly with features like \u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">linked report templates\u003C/a>. You only need to edit the “Master” report once, and the changes will automatically sync across all the other linked reports. This saves you massive time and energy. \u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/8dab10a32da9435aa71057c1806f6bef?sid=f082c3a0-52a4-477d-a15f-55ee1e79325b\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>AgencyAnalytics is easy enough for basic reporting. But if you need speed, more pre-made templates and widgets, and flexibility—it can be limited.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>AgencyAnalytics Integrations\u003C/h2>\u003Cp>AgencyAnalytics offers 85 out-of-the-box integrations covering essential agency categories like SEO, PPC, social media, email, and CRM. For a full breakdown of what they are, check out this article on \u003Ca href=\"https://whatagraph.com/blog/articles/agencyanalytics-integrations\">AgencyAnalytics integrations\u003C/a>.\u003C/p>\u003Cp>But it’s important to note that more niche integrations, like SE Ranking for SEO, Reddit Ads, and AppsFlyer are not available. (But they are available on Whatagraph.)\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agencyanalytics_integrations_fcfdb01db5.png\" alt=\"Agencyanalytics Integrations - List of integrations available with search bar and categories.\">\u003C/p>\u003Ch3>Can you connect custom APIs or upload offline data?\u003C/h3>\u003Cp>AgencyAnalytics does offer an API, but it’s not meant for pulling in third-party data according to \u003Ca href=\"https://help.agencyanalytics.com/en/articles/8219563-using-the-api\" target=\"_blank\" rel=\"noopener noreferrer\">this documentation\u003C/a>. Instead, it’s more for internal platform automation like syncing your CRM with client dashboards or bulk-generating reports.\u003C/p>\u003Cp>You can, however, upload offline data using their Google Sheets integration. \u003C/p>\u003Ch3>How reliable \u003Ci>are\u003C/i> these connections day-to-day?\u003C/h3>\u003Cp>This is arguably the most critical question, and user feedback raises red flags. While many integrations exist, their stability seems inconsistent. \u003C/p>\u003Cp>Are you prepared for connections frequently breaking? Users cite the \u003Cstrong>\"frequency at which integrations require reconnections\"\u003C/strong> as a major annoyance, forcing your team into constant troubleshooting.\u003C/p>\u003Cp>Does the data arrive on time? Maybe not. Users report integrations \"occasionally broken,\" causing \u003Cstrong>missed data\u003C/strong>, and more alarmingly, potentially \u003Cstrong>significant delays (2-3 days)\u003C/strong> in data populating reports, rendering them outdated.\u003C/p>\u003Cp>But more importantly, broken integrations can lead to your reputation taking a hit. For example, \u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-9461456\" target=\"_blank\" rel=\"noopener noreferrer\">Muhammad Umar A. says on G2\u003C/a> that \u003Ci>“sometimes the integration does not work properly, and when the scheduled report is sent to the client, it goes empty.\u003C/i>”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/problem_with_AA_reporting_a8bec083ca.png\" alt=\"Problem With AA Reporting - User review highlights dislikes of Agency Analytics.\">At Whatagraph, reliability is our North Star. One of our customers says:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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. \u003Cbr>[author]Tanja Keglić, Performance Marketing Manager at Achtzehn Grad[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">Read the full story here.\u003C/a> \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Lots of integrations listed, but expect connection drops, multi-day data delays, inconsistent access, and major headaches getting custom or bulk data in. Reliability is a real concern.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Data Organization, Filtering, and Blending on AgencyAnalytics\u003C/h2>\u003Cp>Once your data flows into AgencyAnalytics, how can you organize and clean it so your reports will show an accurate and holistic view of performance? Let’s take a look.\u003C/p>\u003Ch3>Can you blend data or create custom metrics and dimensions?\u003C/h3>\u003Cp>AgencyAnalytics offer a form of data blending called “Data aggregation” on the most expensive plan—Agency Pro. This is not available on the Freelancer and Agency tiers.\u003C/p>\u003Cp>“Data aggregation” means you can view and compare performance across multiple integrations and clients, all from one table.\u003C/p>\u003Cp>Using the Client table in list view, you’ll see combined metrics if a client has multiple accounts under one integration—for example, if they’re running several Google Ads or Facebook Ads accounts.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AA_data_aggregation_b11919e019.png\" alt=\"Data Aggregation - A campaigns dashboard with several view options.\">\u003Ca href=\"https://help.agencyanalytics.com/en/articles/10034853-data-aggregation\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>From there, you can filter by specific clients or client groups, select up to 25 metrics to display, and even enable historical comparisons to see performance changes over time. \u003C/p>\u003Cp>There’s also an optional “Health Score” you can add, which benchmarks client performance.\u003C/p>\u003Cp>That said, 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 \u003Cstrong>unlimited\u003C/strong> data blends, custom metrics, and custom dimensions on ALL our pricing plans, and for all your data sources. \u003C/p>\u003Cp>Apart from “Data aggregation”, AgencyAnalytics also allows you to create custom metrics where you can combine up to 15 metrics together. This is useful for creating metrics like:\u003C/p>\u003Cul>\u003Cli>Total ad spend\u003C/li>\u003Cli>ROAS\u003C/li>\u003Cli>Average cost per lead\u003C/li>\u003C/ul>\u003Cp>This is great, but on Whatagraph, you can just simply ask us to create custom dimensions for you, and we'll do it for you. No need to manually figure out codes or formulas.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_dimensions_e89a8d5a8b.png\" alt=\"Whatagraph IQ Dimensions - Prompt interface with channel, field selectors and text entry.\">\u003C/p>\u003Cp>Plus, you'll get a dedicated space to find all your custom dimensions, metrics, and aggregations like so:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_dimensions_space_8441705e5f.png\" alt=\"Whatagraph Dimensions Space - Dashboard menu with dimensions, metrics, and aggregations options\">\u003C/p>\u003Ch3>What kind of filtering can you do in AgencyAnalytics?\u003C/h3>\u003Cp>AgencyAnalytics gives you a variety of filters to help you narrow down the data shown in your dashboards and reports—but the experience isn’t totally seamless.\u003C/p>\u003Cp>Here’s what you can do:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Filter by campaign specifics:\u003C/strong> For integrations like Google Ads, you can filter by campaign, campaign type (e.g., Search vs. Display), ad status, and network. You can also choose to include or exclude data with zero conversions or impressions.\u003C/li>\u003Cli>\u003Cstrong>Toggle PPC markup visibility:\u003C/strong> Handy if you’re including or hiding markup in client-facing reports.\u003C/li>\u003Cli>\u003Cstrong>Apply multiple filters at once: \u003C/strong>You can combine filters to drill down into very specific segments of data.\u003C/li>\u003Cli>\u003Cstrong>Use “contains” filters for advanced targeting:\u003C/strong> Some integrations let you filter using keyword-based logic (e.g., campaign names that contain a specific word).\u003C/li>\u003Cli>\u003Cstrong>Integration-specific filters:\u003C/strong> Not all filters are available across all data sources. For example, Facebook Ads includes attribution filters, while Google Analytics offers filters around goals and segments\u003C/li>\u003C/ul>\u003Cp>Here's an example of the filters you will see in a Rank Tracker widget:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agencyanalytics_filters_afe0adfeec.png\" alt=\"Agencyanalytics Filters - Dashboard view with charts, graphs, and editing options.\">\u003Ca href=\"https://help.whatagraph.com/en/articles/9240062-how-to-combine-source-and-widget-level-filters\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>But there are limitations to watch out for:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Filters don’t persist:\u003C/strong> When you leave or reload a dashboard, your filters reset. Every time you revisit, you’ll be starting from scratch unless you add it to a report.\u003C/li>\u003Cli>\u003Cstrong>Saving filtered views requires extra steps:\u003C/strong> To lock in a filtered widget, you need to click “Add to Report.” This saves that exact view (filters included) into your automated report.\u003C/li>\u003Cli>\u003Cstrong>No global filtering across clients:\u003C/strong> Filters apply per widget or per integration—you can’t apply a filter that spans across all clients or dashboards.\u003C/li>\u003C/ul>\u003Cp>\u003Cspan style=\"color:#000000;\">In contrast, Whatagraph makes filters global, interactive, and AI-assisted. Here’s a quick rundown:\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://help.whatagraph.com/en/articles/6952090-source-filter-and-integrations-that-support-it\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cstrong>\u003Cu>Source filters\u003C/u>\u003C/strong>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\">\u003Cstrong> (global):\u003C/strong> Apply a filter once, and it cascades across the whole report. Want to view only “Tier 1 countries” or “Retargeting campaigns”? One click, and the entire dashboard updates.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Widget filters (local):\u003C/strong> Layer widget-specific filters on top of global ones for fine-grained analysis.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Filter control widget:\u003C/strong> Add an interactive filter panel right inside client reports. Clients can slice the data by date, device, campaign, or region, without you duplicating reports.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>IQ dimensions + filters:\u003C/strong> Use natural language to set up advanced logic. Type “Group campaigns into Awareness vs. Retargeting,” and IQ creates the dimension and filter automatically.\u003C/span>\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=IFK4W2vm1Uo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/IFK4W2vm1Uo\" 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>\u003Cspan style=\"color:#000000;\">That’s a very different experience from AgencyAnalytics, where filters reset, require extra steps to save, and never span across clients or reports.\u003C/span>\u003C/p>\u003Ch3>How can you manage clients on AgencyAnalytics?\u003C/h3>\u003Cp>AgencyAnalytics makes it pretty easy to manage your clients—but it’s built more for simplicity than advanced control.\u003C/p>\u003Cp>You can create clients individually using a setup wizard, or upload them in bulk via CSV. Each client is tied to a website URL, which the platform uses for things like SEO audits and tracking backlinks or rankings.\u003C/p>\u003Cp>Once a client is set up, you can:\u003C/p>\u003Cul>\u003Cli>Apply a pre-built template (reports, dashboards, etc.)\u003C/li>\u003Cli>Assign a custom time zone for report delivery\u003C/li>\u003Cli>Group clients into folders for better organization\u003C/li>\u003C/ul>\u003Cp>There are three ways to view your clients—tile, list, or folder—so you can pick whatever’s most comfortable for you. These views are user-specific, meaning it doesn’t affect what your teammates see.\u003C/p>\u003Cp>Need to make changes later? No problem. You can edit client details (like name, website, or language) at any time from the client settings menu. Deleting clients is also simple, but irreversible—so proceed with caution.\u003C/p>\u003Cp>The folder system is a nice touch, but it’s basic. You can’t rename folders, and there's no nesting. Want to update a folder name? You’ll have to move clients out and create a new one.\u003C/p>\u003Cp>In contrast, on Whatagraph, you can simply rename it like you would for a folder on your Macbook. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Client_folder_rename_cbe604cee4.gif\" alt=\"Here's the alt text for the image:\n\nClient Folder Rename - Reports dashboard showing connected sources, verification needed, and team members.\n\">\u003C/p>\u003Cp>Plus, you can also assign both data sources and reports to each dedicated folder to keep everything neat and tidy. \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>AgencyAnalytics lets you organize data, filter reports, and manage clients, but key features like data blending, custom dimensions, and persistent filters are either limited or only available on the highest plan. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>AgencyAnalytics Reports and Dashboards\u003C/h2>\u003Cp>The reports and dashboards are the core deliverables your clients interact with, so their quality, flexibility, and the insights they provide are paramount. \u003C/p>\u003Ch3>How are reports built (templates vs. custom)?\u003C/h3>\u003Cp>You'll primarily be working with preset templates and a drag-and-drop widget system. This definitely speeds things up for standard reporting needs. \u003C/p>\u003Cp>But, if your goal is highly customized or unique report layouts, you'll likely find the system template-bound, aligning with user feedback about expecting \"out-of-the-box reporting\" even when hoping for more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agencyanalytics_dashboard_92241ce54d.png\" alt=\"Agencyanalytics Dashboard - A dashboard interface showing Facebook analytics and widget options.\">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Whatagraph still offers ready-made templates and drag-and-drop editing, but with Whatagraph IQ, here’s just how easy it is to create a stunning report in \u003Ci>seconds\u003C/i>:\u003C/span>\u003C/p>\u003Col>\u003Cli>\u003Cspan style=\"color:#000000;\">Click “Create” from your dashboard.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Select “Report with IQ.”\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Choose a data source.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Instead of picking a template, just type what you want: Example: “Build me a Q3 report comparing ad spend and conversions across Meta, Google Ads, and LinkedIn.”\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Alternatively, choose one of the prompt suggestions like “Cost & Efficiency.” \u003C/span>\u003C/li>\u003C/ol>\u003Cp>\u003Cspan style=\"color:#000000;\">And voila! From here, you can drag-and-drop to polish the layout, but the heavy lifting is done for you.\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_for_reports_05b011b58e.gif\" alt=\"\">\u003C/p>\u003Ch3>What can you \u003Ci>actually\u003C/i> customize?\u003C/h3>\u003Cp>While standard white-labeling (logo, basic colors) is available, users consistently report wanting \u003Cstrong>more customization options\u003C/strong>. As one user put it, \u003Ci>\"If you want to change up the title page or try to combine elements, there really isn't a way to do that.\u003C/i>\" \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10284707\" target=\"_blank\" rel=\"noopener noreferrer\">Another wished for more\u003C/a> than the \"standard customising options,\" specifically to \"tailor our reports to match our company branding\" more closely. \u003C/p>\u003Cp>If you need deep analytical reports, like focusing only on specific user behaviors combined with AI insights, users find the platform \"doesn't appear to help there.\" \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agencyanalytics_missing_integration_02108c0d29.png\" alt=\"Agencyanalytics Missing Integration - Review of a product with an emphasis on dislikes.\">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">If you want a report that actually\u003Ci> looks\u003C/i> like your client’s brand, you’re in for a long session of manual edits with AgencyAnalytics.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">That’s not the case with Whatagraph IQ, though: \u003C/span>\u003C/p>\u003Col>\u003Cli>\u003Cspan style=\"color:#000000;\">Open a fresh report, and instead of hunting for hex codes or fonts, there’s a simple “Enhance theme style with IQ” option right in the editor.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Drop in a client logo, a website screenshot, or even type a vibe prompt like “Minimal, pastel palette with rounded fonts.”\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">IQ instantly interprets your input, re-skins the report, and applies the look everywhere: widgets, charts, tables, backgrounds.\u003C/span>\u003C/li>\u003C/ol>\u003Cp>\u003Cspan style=\"color:#000000;\">Have a look-see:\u003C/span>\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_brand_customization_27a11c2a8e.gif\" alt=\"Whatagraph IQ Brand Customization - Whatagraph dashboard featuring charts and data tables\">\u003C/figure>\u003Cp>\u003Cspan style=\"color:#000000;\">Whatagraph gives you \u003Ci>true\u003C/i> brand-level customization: themes generated in seconds, the option to restyle individual widgets on the fly, and even \u003C/span>\u003Ca href=\"https://help.whatagraph.com/en/articles/4826505-custom-domain-cname-setup\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>custom domains\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> for fully branded client portals.\u003C/span>\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">Patrick C.,\u003C/a>’s review highlights our core offerings best:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>It is extremely flexible, the visuals are beautiful, very customizable to make complex data easy to ingest for the client. If I was starting an agency today, signing up with Whatagraph would be one of my first moves.\u003Cbr>[author]Patrick C. Director of Performance Marketing[/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Are the dashboards interactive or static displays on AgencyAnalytics?\u003C/h3>\u003Cp>Expect dashboards to function primarily as \u003Cstrong>static displays\u003C/strong> of your chosen metrics. They generally lack the deep interactivity or data exploration features found in more advanced BI tools, limiting how much users (your team or clients) can dig into the data directly within the dashboard.\u003C/p>\u003Ch3>What are your sharing options (and how automated/efficient are they)?\u003C/h3>\u003Cp>Standard sharing via \u003Cstrong>scheduled emails, downloadable PDFs, and white-labeled client portals\u003C/strong> is available. \u003C/p>\u003Cp>However, users report significant frustrations with the update process. If you change a dashboard, these changes might \u003Cstrong>not automatically reflect\u003C/strong> in reports generated from that dashboard; users report needing to manually delete old report versions and add the updated ones. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/report_send_options_in_AA_5e977acf9d.png\" alt=\"Report Send Options In AA - The screenshot shows report options in dropdown format.\">Also, making \u003Ci>any\u003C/i> edits might create entirely \u003Cstrong>\"\u003C/strong>\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews/agencyanalytics-review-10240747\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>new links for reports\u003C/strong>\u003C/a>\u003Cstrong>,\"\u003C/strong> adding friction to the updating and sharing workflow. This contradicts the expectation of seamless automation and can create extra manual steps.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agencyanalytics_review_drawback_93628e4dc5.png\" alt=\"Agencyanalytics Review Drawback - A review highlighting the disadvantage of creating new links for reports.\">On Whatagraph, there are two helpful options to automate client reports:\u003Cstrong> \u003C/strong>to review your reports before sending them, and to opt in for an email update when the report is sent. No surprises.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/review_reports_in_whatagraph_0e720f07b7.png\" alt=\"Whatagraph - Form with \">\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">And with the new “Share Report” settings, you also get IQ Chat inside reports to let clients ask questions directly in the shared report.\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_share_report_settings_99c655f52f.png\" alt=\"Whatagraph Share Report Settings - Share report interface with options to copy link and set password.\">\u003C/p>\u003Ch3>What about AI features for insights?\u003C/h3>\u003Cp>While the more expensive plans come with AI summary features, user feedback suggests these are not sufficient for deep analysis. \u003C/p>\u003Cp>If you aim to generate reports leveraging \"machine learning and AI insights\" to understand campaign performance drivers, AgencyAnalytics likely falls short. The insights seem geared towards high-level overviews rather than actionable, AI-driven analysis.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/basic_ai_summary_in_AA_9ae37f3317.png\" alt=\"Basic Ai Summary - Add widgets panel with AI summary textbox highlighted\">AgencyAnalytics’ “AI Summary” feature does just that—summarize. In contrast, if you try Whatagraph’s AI, you can actually \u003Ci>talk \u003C/i>to it to pull relevant insights from your campaigns instead of hunting down reports.\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">On the other hand, Whatagraph lets you \u003Ci>talk\u003C/i> to your data. Pop open IQ Chat from the bottom-right corner, and ask natural-language questions to immediately get insights: charts, tables, or commentary—without hunting down the right widget or filtering manually.\u003C/span>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_IQ_chat_d78686a4b7.png\" alt=\"Whatagraph IQ Chat - AI assistant showing conversation history and input field.\">\u003C/p>\u003Cp>\u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-whatagraph-iq-chat-instant-data-insights-at-your-fingertips\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>IQ Chat\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> pulls the answer directly from live data in the tab you’re viewing, so you always get context-specific results. And because it’s available in shared reports, clients can self-serve insights without waiting for you to build a new view!\u003C/span>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>AgencyAnalytics is good for getting standard reports out the door, but weak on deep customization, smooth automated updates, insightful AI, and flexible dashboards for complex analysis or internal tracking.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>AgencyAnalytics Security \u003C/h2>\u003Cp>Security is obviously critical—you're handling sensitive client data, and you need peace of mind. So, how does AgencyAnalytics stack up for protecting your agency and your clients? We looked into the key areas:\u003C/p>\u003Ch3>How do they approach data encryption?\u003C/h3>\u003Cp>You can generally expect standard practices like HTTPS for data in transit, aligned with their commitment to take \"all steps reasonably necessary to ensure that your data is treated securely.\"\u003C/p>\u003Ch3>Are they covering GDPR basics?\u003C/h3>\u003Cp>Yes, their Privacy Policy indicates a clear focus on GDPR principles. It outlines your rights regarding your personal data, including the right \"To access and receive a copy,\" \"To rectify,\" \"To request the deletion,\" and the \"right to data portability.\" \u003C/p>\u003Ch3>Can you control who sees what (role-based access)?\u003C/h3>\u003Cp>AgencyAnalytics \u003Ci>does\u003C/i> offer controls over user permissions. You can typically assign different roles to staff and clients and customize what data or features they can access. \u003C/p>\u003Cp>Remember, though, the full flexibility to customize these permissions might require being on their Agency or Agency Pro plans, as entry-level plans may have fixed, basic permissions.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/AA_role_based_access_98d7acbda5.png\" alt=\"Role Based Access - User type selection screen with staff and client options.\">\u003C/p>\u003Cp>\u003Cstrong>Heads-up\u003C/strong>: Multi-factor authentication is a security feature included with \u003Ca href=\"https://help.agencyanalytics.com/en/articles/9056591-multi-factor-authentication\">only \u003Ci>some\u003C/i> plans\u003C/a>.\u003C/p>\u003Cp>If you want to take client data security a step further, Whatagraph gives you the option to secure your reports with a password, so you know that only the people who need to see the report will have access to it.\u003C/p>\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>\u003Ch3>What about single sign-on (SSO)?\u003C/h3>\u003Cp>SSO simplifies logins and is often a requirement for larger organizations. However, SSO is not mentioned in the detailed Privacy Policy provided, nor was it readily confirmed in feature lists found during our research. \u003C/p>\u003Ch3>So, where might it fall short for enterprise teams?\u003C/h3>\u003Cp>\u003Cstrong>The two main potential gaps for larger agencies or enterprise clients are: \u003C/strong>\u003C/p>\u003Col>\u003Cli>The lack of easily confirmed SSO support; and \u003C/li>\u003Cli>Multi-Factor Authentication (MFA) being dependent on the pricing plan.\u003C/li>\u003C/ol>\u003Cp>These limitations might not satisfy stricter corporate security policies that often mandate both SSO and MFA for all users.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Covers security basics (GDPR, user roles—best on higher plans), but unclear SSO and plan-limited MFA create potential gaps for strict enterprise needs.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>AgencyAnalytics Customer Support\u003C/h2>\u003Cp>Good software is great, but when you hit a snag or need guidance, reliable support is essential. So, what kind of help can you actually expect from AgencyAnalytics? The user feedback here is notably mixed, suggesting experiences can vary quite a bit.\u003C/p>\u003Ch3>Is there a dedicated Customer Success Manager (CSM)?\u003C/h3>\u003Cp>Probably not, unless you're paying top dollar. Their pricing suggests \"Priority Support\" comes with the higher-tier Agency Pro plan, and some users have noted the lack of CSM contact as a downside. So, for most plans, you'll likely be using the general support options.\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">At Whatagraph, every plan includes real human support via live chat (our amazing team answers in under 4 minutes on average). And if you’re on the “Boost” or “Max” plans, you also get a dedicated Customer Success Manager: a go-to partner who helps with setup, adoption, and ongoing strategy.\u003C/span>\u003C/p>\u003Ch3>Is there quick live chat?\u003C/h3>\u003Cp>They might offer live chat that replies in “under four minutes,” but don't necessarily count on instant answers. Some users report that support is \"sub-par at best\" and response times can stretch to \"almost an hour,\" which isn't exactly 'live.’\u003C/p>\u003Cp>I do, however, quite like that they include a “Status” box to show system operations. \u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agencyanalytics_live_chat_b30313834e.png\" alt=\"Agencyanalytics Live Chat - Live chat interface with messaging and help options.\n\">\u003C/p>\u003Ch3>What are the other ways to get help?\u003C/h3>\u003Cp>You've got the usual options: looking things up yourself in their Help Docs or Knowledge Base, or sending your question via email/ticket support.\u003C/p>\u003Ch3>What are real users saying about their experience?\u003C/h3>\u003Cp>This is where experiences seem to really differ.\u003C/p>\u003Cp>\u003Cstrong>On the one hand\u003C/strong>, some users have good things to say. One found the support \"very solid\" with response times \"much better than other providers.” We saw earlier reviews praising support as \"incredible\" and super fast, too.\u003C/p>\u003Cp>\u003Cstrong>On the other hand\u003C/strong>, many users report significant frustration. Beyond just slow responses, a big complaint is feeling like you're getting the runaround. \u003C/p>\u003Cp>One user described needing multiple back-and-forths because the support person always had to \"speak to the team\" instead of providing answers, making it feel like they were trying to \"push the problem back onto the client.” \u003C/p>\u003Cp>\u003Cstrong>So, what's the deal?\u003C/strong> \u003C/p>\u003Cp>It looks like if you have a simple question, you \u003Ci>might\u003C/i> get a quick and helpful answer. \u003C/p>\u003Cp>But if you run into a trickier technical issue (especially with integrations) or need a problem \u003Ci>solved\u003C/i> efficiently, you might find the support process slow, repetitive, and ultimately unsatisfying, based on many user accounts.\u003C/p>\u003Cp>At Whatagraph, customer support is our priority. You can also reach out to us via live chat, and we reply in under 1 minute and resolve most issues within 4 hours. \u003C/p>\u003Cp>This is what Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a> agency, loves about us. She says: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author]Kim Strickland, Digital Marketing Specialist at Peak Seven[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">Read the full story here.\u003C/a> \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>AgencyAnalytics' support experiences vary widely; some find it fast for basics, but many report frustrating delays, inefficiency, and difficulty getting complex problems resolved effectively. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use AgencyAnalytics and When to Switch \u003C/h2>\u003Cp>After diving deep into AgencyAnalytics—exploring its features, usability, support, pricing, and hearing from real users—what’s the final call? \u003C/p>\u003Cp>The truth is, the \"best\" reporting platform depends entirely on where your agency is today—and where you plan to go tomorrow.\u003C/p>\u003Cp>\u003Cstrong>Choose AgencyAnalytics if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Your agency is relatively small, you're a freelancer, or you're just starting with automated reporting.\u003C/li>\u003Cli>Your primary service is standard SEO, PPC, or social media reporting without needing deep cross-channel analysis.\u003C/li>\u003Cli>Ease of \u003Ci>initial\u003C/i> setup and basic, clean report templates are your main priorities.\u003C/li>\u003Cli>Standard white-labeling options (logo, basic colors) are sufficient for your client needs.\u003C/li>\u003Cli>You don't require complex data blending, highly customized metrics, or unique report visualizations.\u003C/li>\u003Cli>You manage a smaller number of clients where the per-campaign pricing remains affordable.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Choose Whatagraph if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">You want to start \u003Cstrong>free\u003C/strong>—Whatagraph’s Forever Free plan is ideal for freelancers and small businesses who can’t justify $59/month just for reporting.\u003C/span>\u003C/li>\u003Cli>You \u003Cstrong>need in-depth data you can consistently trust\u003C/strong>, and can't afford the time lost to troubleshooting frequent integration disconnects or reporting on data that's days old.\u003C/li>\u003Cli>Getting \u003Cstrong>holistic, cross-channel insights\u003C/strong> is critical, requiring powerful and flexible data blending capabilities that AgencyAnalytics lacks.\u003C/li>\u003Cli>You need to create \u003Cstrong>truly custom dashboards and stunning reports\u003C/strong> that go far beyond standard templates to impress clients and showcase specific insights in seconds, with AI.\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>AI is part of your workflow\u003C/strong>; so you can build entire reports from a prompt, auto-style them with IQ Branding, and pull insights directly via IQ Chat.\u003C/span>\u003C/li>\u003Cli>\u003Cstrong>Efficiency is paramount\u003C/strong>, and features like linked templates are essential to save your team hours managing reports across your entire client base\u003C/li>\u003C/ul>\u003Cp>See how Whatagraph helps growing agencies easily create reports that deliver real value. \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Start free today with Whatagraph.\u003C/u>\u003C/span>\u003C/a>\u003C/p>",{"id":596,"description":597,"items":598},366,"Have more questions about AgencyAnalytics? We answered them here. ",[599,603,607,611,615],{"id":600,"question":601,"answer":602},1420,"What is Agency Analytics?","\u003Cp>\u003Cspan style=\"color:#000000;\">AgencyAnalytics is an automated reporting platform built for marketing agencies that pulls data from different marketing channels into dashboards and reports, and includes built-in SEO tools.\u003C/span>\u003C/p>",{"id":604,"question":605,"answer":606},1421,"What is AgencyAnalytics used for?","\u003Cp>\u003Cspan style=\"color:#000000;\">Agencies use it mainly to create automated client reports for channels like SEO, PPC, social media, and email marketing, track basic KPIs, and manage some SEO tasks like rank tracking and site audits.\u003C/span>\u003C/p>",{"id":608,"question":609,"answer":610},1422,"Can I white-label reports in AgencyAnalytics?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes, AgencyAnalytics offers good basic white-labeling features. You can add your agency's logo, use custom color schemes in reports, and give clients access through a branded portal.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">But if you need true brand-level customization, Whatagraph goes further:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>IQ styling:\u003C/strong> Upload a logo, screenshot, or even type a prompt, and IQ auto-generates a full theme: fonts, colors, and accents included.\u003C/span>\u003C/li>\u003C/ul>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Widget-level styling:\u003C/strong> Customize individual widgets so even charts and tables match client brand guidelines.\u003C/span>\u003C/li>\u003C/ul>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Pixel-perfect branding:\u003C/strong> Use exact hex codes for precise color matching.\u003C/span>\u003C/li>\u003C/ul>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Custom domains:\u003C/strong> Host dashboards on your own URL (e.g. reports.youragency.com), so clients never see a Whatagraph link.\u003C/span>\u003C/li>\u003C/ul>",{"id":612,"question":613,"answer":614},1423,"Does AgencyAnalytics offer an API?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes, API access is available, but it's typically restricted to their higher-tier plans (like the Agency or Agency Pro plans, not the entry-level Freelancer plan).\u003C/span>\u003C/p>",{"id":616,"question":617,"answer":618},1425,"What do users say about their experience with AgencyAnalytics?","\u003Cp>\u003Cspan style=\"color:#000000;\">Experiences are mixed. Users often praise its ease of use for basic reporting and its built-in SEO tools. However, common complaints include unreliable integrations, limited report customization, weak data blending features, quickly escalating costs for growing agencies, and inconsistent customer support, especially for complex issues.\u003C/span>\u003C/p>",{"id":620,"metaTitle":423,"metaDescription":621,"addNoIndex":15,"canonicalURL":31,"metaImage":622},1924,"Explore pros, cons, pricing, real user feedback in our honest AgencyAnalytics review. See when you should consider alternatives like Whatagraph. ",{"id":428,"name":429,"alternativeText":430,"caption":31,"width":431,"height":432,"formats":623,"hash":441,"ext":292,"mime":293,"size":442,"url":443,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":444,"updatedAt":445},{"thumbnail":624},{"ext":292,"url":435,"hash":436,"mime":293,"name":437,"path":31,"size":438,"width":439,"height":440},{"id":34,"name":626,"slug":627,"title":628,"read_time":21,"createdAt":629,"updatedAt":630,"publishedAt":631,"image":632,"author":649,"content":791,"faq":801,"seo":825},"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":633,"name":634,"alternativeText":635,"caption":31,"width":636,"height":637,"formats":638,"hash":644,"ext":292,"mime":293,"size":645,"url":646,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":647,"updatedAt":648},14466,"Dash_this_hero.png","Dashthis review - logo of Dashthis",1160,956,{"thumbnail":639},{"ext":292,"url":640,"hash":641,"mime":293,"name":642,"path":31,"size":643,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Dash_this_hero_0598e058c4.png","thumbnail_Dash_this_hero_0598e058c4","thumbnail_Dash_this_hero.png",18.73,"Dash_this_hero_0598e058c4",103.99,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_this_hero_0598e058c4.png","2025-04-30T09:51:37.394Z","2025-05-16T11:21:39.598Z",{"id":650,"name":651,"about":652,"email":31,"createdAt":653,"updatedAt":654,"publishedAt":655,"slug":656,"linkedin_url":657,"avatar":658,"articles":675,"seo":764,"tool_reviews":767},137,"Elmeri Palokangas","Elmeri is a content strategist and writer helping SaaS firms scale up with long and short-form content. 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":659,"name":660,"alternativeText":661,"caption":31,"width":662,"height":662,"formats":663,"hash":670,"ext":665,"mime":465,"size":671,"url":672,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":673,"updatedAt":674},13967,"Elmeri.jpg","Elmeri - Portrait of a fair-haired man smiling in front of trees. He's wearing a gray sweater.",703,{"thumbnail":664},{"ext":665,"url":666,"hash":667,"mime":465,"name":668,"path":31,"size":669,"width":440,"height":440},".jpg","https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Elmeri_bba5a7a80b.jpg","thumbnail_Elmeri_bba5a7a80b","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",[676,686,696,706,715,725,735,745,755],{"id":677,"title":678,"slug":679,"summary":680,"body":681,"read_time":50,"createdAt":682,"updatedAt":683,"publishedAt":684,"errors":31,"table_of_contents":32,"dateReorder":685},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":687,"title":688,"slug":689,"summary":690,"body":691,"read_time":270,"createdAt":692,"updatedAt":693,"publishedAt":694,"errors":31,"table_of_contents":32,"dateReorder":695},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":697,"title":698,"slug":699,"summary":700,"body":701,"read_time":270,"createdAt":702,"updatedAt":703,"publishedAt":704,"errors":31,"table_of_contents":32,"dateReorder":705},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":707,"title":708,"slug":709,"summary":710,"body":711,"read_time":270,"createdAt":712,"updatedAt":713,"publishedAt":714,"errors":31,"table_of_contents":32,"dateReorder":503},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",{"id":716,"title":717,"slug":718,"summary":719,"body":720,"read_time":42,"createdAt":721,"updatedAt":722,"publishedAt":723,"errors":31,"table_of_contents":32,"dateReorder":724},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":726,"title":727,"slug":728,"summary":729,"body":730,"read_time":21,"createdAt":731,"updatedAt":732,"publishedAt":733,"errors":31,"table_of_contents":32,"dateReorder":734},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":736,"title":737,"slug":738,"summary":739,"body":740,"read_time":270,"createdAt":741,"updatedAt":742,"publishedAt":743,"errors":512,"table_of_contents":32,"dateReorder":744},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":746,"title":747,"slug":748,"summary":749,"body":750,"read_time":270,"createdAt":751,"updatedAt":752,"publishedAt":753,"errors":31,"table_of_contents":32,"dateReorder":754},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":756,"title":757,"slug":758,"summary":759,"body":760,"read_time":270,"createdAt":761,"updatedAt":762,"publishedAt":763,"errors":31,"table_of_contents":32,"dateReorder":754},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":736,"metaTitle":765,"metaDescription":766,"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. ",[768,769,777,784],{"id":34,"name":626,"slug":627,"title":628,"read_time":21,"createdAt":629,"updatedAt":630,"publishedAt":631},{"id":770,"name":771,"slug":772,"title":773,"read_time":21,"createdAt":774,"updatedAt":775,"publishedAt":776},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":778,"slug":779,"title":780,"read_time":62,"createdAt":781,"updatedAt":782,"publishedAt":783},"Klipfolio","klipfolio","Honest Klipfolio Review in 2025: Is it Right for You?","2025-05-27T13:57:17.679Z","2025-05-27T15:10:53.769Z","2025-05-27T15:07:05.640Z",{"id":17,"name":785,"slug":786,"title":787,"read_time":62,"createdAt":788,"updatedAt":789,"publishedAt":790},"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",[792,798],{"id":34,"__component":585,"target":793,"features":794,"pros":795,"cons":796,"description":797},"Boutique marketing agencies and freelancers looking to automate reporting but that don’t need deep customization, calculated metrics, or cross-channel data workflows.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>DashThis\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">~29+ native integrations, CSV upload available\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>Users report disconnects and data reliability issues\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Very easy to learn and set up\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data organization\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Basic merge widget (with limitations)\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Limited customization options\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Email, PDF, and live link sharing\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Encrypted URLs, Password protection, Restrict IP addresses, GDPR compliant\u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>Fast setup with pre-set dashboard templates\u003C/li>\u003Cli>Clean interface, easy to learn\u003C/li>\u003Cli>White-label reports (logo, domain, themes)\u003C/li>\u003Cli>Affordable for basic needs\u003C/li>\u003Cli>PDF and link sharing options\u003C/li>\u003C/ul>\u003Cp> \u003C/p>","\u003Cul>\u003Cli>Limited integrations. Data connectors can break; no alerts when integrations fail\u003C/li>\u003Cli>Lack of deep filtering, blending, or calculated fields\u003C/li>\u003Cli>Manual work required to apply themes to each dashboard\u003C/li>\u003Cli>Advanced features locked in pricier plans\u003C/li>\u003Cli>Limited widget types and rigid layout make advanced customization frustrating\u003C/li>\u003C/ul>\u003Cp> \u003C/p>","DashThis is a beginner-friendly reporting tool that helps small teams quickly create and share simple dashboards using pre-built widgets and integrations. While it’s easy to use and affordable, it lacks the flexibility and data depth growing agencies often need.",{"id":799,"__component":593,"content":800},80,"\u003Ch2>DashThis Pricing\u003C/h2>\u003Cp>To start our DashThis review, let's talk about its pricing. DashThis’s pricing is based on the number of dashboards you can manage. \u003C/p>\u003Cp>For example, you can create 10 dashboards with the Professional plan, and you can decide whether to create one or multiple dashboards for one client.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_pricing_1_4eddec1291.png\" alt=\"Dashthis Pricing - Pricing comparison chart with four plans: Individual, Professional, Business, and Standard.\">\u003C/p>\u003Cp>Based on the pricing information we found from DashThis’ website in May 2025, their pricing plans are as follows:\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 (Monthly)\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;\">Individual\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$49/month, or $42/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 & data sources\u003C/li>\u003Cli>34+ integrations\u003C/li>\u003Cli>Email & chat support\u003C/li>\u003Cli>Custom logo & color themes\u003C/li>\u003Cli>Email, link, & PDF sharing\u003C/li>\u003Cli>Dashboard builder\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Professional\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$159/month, or $135/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 & data sources\u003C/li>\u003Cli>34+ integrations\u003C/li>\u003Cli>White label dashboards\u003C/li>\u003Cli>Custom domain & email\u003C/li>\u003Cli>Custom colour themes\u003C/li>\u003Cli>Email & chat support\u003C/li>\u003Cli>Link, PDF, & email sharing\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Business\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$309/month, or $264/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">25\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users & data sources\u003C/li>\u003Cli>34+ integrations\u003C/li>\u003Cli>White label dashboards\u003C/li>\u003Cli>Custom domain & email\u003C/li>\u003Cli>Custom colour themes\u003C/li>\u003Cli>Priority support & onboarding\u003C/li>\u003Cli>1-on-1 screen-sharing sessions\u003C/li>\u003Cli>Link, PDF, & email sharing\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Standard\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$479/month, or $409/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">50\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Unlimited users & data sources\u003C/li>\u003Cli>34+ integrations\u003C/li>\u003Cli>White label dashboards\u003C/li>\u003Cli>Custom domain & email\u003C/li>\u003Cli>Custom colour themes\u003C/li>\u003Cli>Priority support & onboarding\u003C/li>\u003Cli>1-on-1 screen-sharing sessions\u003C/li>\u003Cli>Link, PDF, & email sharing\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Key takeaways for your budget\u003C/h3>\u003Cp>\u003Cstrong>1. Think of how many marketing reports you need to create:\u003C/strong> One dashboard equals one report.\u003Cstrong> \u003C/strong>If you need to create more than one type of report per client, you’ll have to use multiple dashboards for that client, which can quickly drive up the overall cost.\u003C/p>\u003Cp>For example, if I had 25 clients and needed to create four reports for each of them per month, the total cost would already be $629/month.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_pricing_2_d53571b959.png\" alt=\"DashThis Pricing - Pricing structure showing client inputs and total monthly cost\">\u003C/p>\u003Cp>\u003Cstrong>2. Priority support is only available on the more expensive plans:\u003C/strong> Priority support and personalized onboarding are only available on the most expensive plans.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_pricing_3_f86bfe7b6d.png\" alt=\"Dashthis Pricing - A features comparison table with Customer Service features highlighted.\">\u003C/p>\u003Cp>DashThis has a 15-day free trial available, which is good if you want a better understanding of the platform.\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About DashThis?\u003C/h2>\u003Cp>To get a realistic picture, we dug into DashThis's feedback from users. We looked at reviews from platforms like G2, Capterra, and Reddit to get the unfiltered view—what’s working, what’s not, and where the tool truly delivers (or falls short).\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall G2 DashThis Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">4.7 out of 5.0 stars ⭐️ (80+ reviews)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Capterra DashThis Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">4.5 out of 5.0 stars ⭐️ (20+ reviews)\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>DashThis pros: What Users Love\u003C/h3>\u003Cp>\u003Cstrong>✅ User-friendly interface\u003C/strong>\u003C/p>\u003Cp>The platform’s ease of use stands out from DashThis’s user reviews. Users like \u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-10295576\" target=\"_blank\" rel=\"noopener noreferrer\">Mohammed S.\u003C/a> say “the platform is straightforward,” and data visualization is easy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_pro_1_885ab21b11.png\" alt=\"DashThis Pro - Customer review on DashThis, highlighting user interface and integration capabilities.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Simple dashboard views\u003C/strong>\u003C/p>\u003Cp>DashThis is made for simple data visualization. You can combine data from different sources into customizable dashboards—plus further display the data through charts.\u003C/p>\u003Cp>Muneeb K. \u003Ca href=\"https://www.capterra.com/p/163170/DashThis/reviews/Capterra___3340429/\" target=\"_blank\" rel=\"noopener noreferrer\">on Capterra\u003C/a> said, \u003Ci>“If you're looking for a simple dashboarding tool that can help you convert complex data into decent charts, then DashThis is ideal for you.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_pro_2_7100682daa.png\" alt=\"Dashthis Pro - A testimonial stating user friendly, decent visualizations and great customer service.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Hook multiple data sources into one dashboard\u003C/strong>\u003C/p>\u003Cp>While being an industry-standard feature, DashThis lets users pull data from multiple sources into one dashboard, which users appreciate. \u003Ca href=\"https://www.capterra.com/p/163170/DashThis/reviews/Capterra___3481663/\" target=\"_blank\" rel=\"noopener noreferrer\">Jake B.\u003C/a> said this is great for “easily seeing performance in one dashboard,” which “helps identify trends in the industry.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_pro_3_476ba1c856.png\" alt=\"Dashthis Pro - Customer review highlighting the pros of using the dashboard.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Collaboration features\u003C/strong>\u003C/p>\u003Cp>Users like \u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-4486918\" target=\"_blank\" rel=\"noopener noreferrer\">Danielle K.\u003C/a> appreciate the collaboration features, such as “the ability to share individual dashboards”, “password protect them,” and “export them as a PDF.” \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_pro_4_59f2fcf05f.png\" alt=\"Dashthis Pro - Customer review highlighting integration features and dashboard sharing capabilities\">\u003C/p>\u003Cp>Aside from PDF sharing, users can share reports through a link or email. These three sharing options are available in most of the \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">best marketing reporting software\u003C/a>.\u003C/p>\u003Cp>\u003Cstrong>This leads us to…\u003C/strong>\u003C/p>\u003Ch3>DashThis Cons: Where Users Get Frustrated\u003C/h3>\u003Cp>\u003Cstrong>⚠️ Limited integrations\u003C/strong>\u003C/p>\u003Cp>DashThis integrates with 25+ digital marketing platforms. Compared to its competitors, this isn't much, and it doesn't include Salesforce, Google DV360, or more niche platforms like Quora Ads, ActiveCampaign, and SE Ranking. \u003C/p>\u003Cp>Manual data exports and imports are possible, but as you probably know—they’re cumbersome and time-consuming.\u003C/p>\u003Cp>\u003Cstrong>⚠️ Data is not accurately reflected\u003C/strong>\u003C/p>\u003Cp>Unreliable data isn’t just a minor issue; it can lead to trust issues with clients and hurt your report's credibility. This is unfortunately an issue for DashThis users, as \u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-7298030\" target=\"_blank\" rel=\"noopener noreferrer\">one reviewer\u003C/a> said, “the stats in DashThis are not accurately reflected.”\u003C/p>\u003Cp>The same reviewer mentioned bringing up this issue with customer support but didn’t receive further help from there.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_con_1_e4b0638bbc.png\" alt=\"Dashthis Con - Review excerpt with red border: \">\u003C/p>\u003Cp>\u003Cstrong>⚠️ Limited templates and customization\u003C/strong>\u003C/p>\u003Cp>DashThis’ dashboards and reports are “fixed” and old-fashioned. Some customization options are available, but not enough to truly make the reports branded.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.capterra.com/p/163170/DashThis/reviews/Capterra___4588297/\" target=\"_blank\" rel=\"noopener noreferrer\">Capterra user\u003C/a> said, \u003Ci>“There is a lack of customization options,”\u003C/i> and that \u003Ci>“you can only design your dashboard on a few pre-set templates, which was a disappointment.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_con_2_9059992c11.png\" alt=\"Dashthis Con - Text block with user review pros and cons, \">\u003C/p>\u003Cp>\u003Cstrong>⚠️ Limitations in the pricing\u003C/strong>\u003C/p>\u003Cp>DashThis’ pricing appears straightforward from the surface. However, you might realize you need a new dashboard for each unique report. Like \u003Ca href=\"https://www.capterra.com/p/163170/DashThis/reviews/Capterra___2649457/\" target=\"_blank\" rel=\"noopener noreferrer\">this reviewer\u003C/a> says, \u003Ci>“if you require multiple dashboards to display the health of your business, it can get expensive.”\u003C/i>\u003C/p>\u003Cp>The same reviewer says, “There is a limitation on the number of widgets per dashboard.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_con_3_0cec79bffd.png\" alt=\"Dashthis Con - Text listing the cons of DashThis, enclosed in a red border.\">\u003C/p>\u003Cp>\u003Cstrong>⚠️ Limited data visualization\u003C/strong>\u003C/p>\u003Cp>This was one of the main DashThis complaints. If you’re looking to blend data from multiple sources into one metric, DashThis falls short. It only comes with a \"merge\" metrics widget, which is limited when agencies want to merge data from different platforms.\u003C/p>\u003Cp>\u003Ca href=\"https://www.capterra.com/p/163170/DashThis/reviews/Capterra___3340429/\" target=\"_blank\" rel=\"noopener noreferrer\">Muneeb K.\u003C/a> added to this and said, \u003Ci>“The visualizations are decent, but they need an upgrade,”\u003C/i> and that \u003Ci>“DashThis is missing dynamic charts.” \u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_con_4_a5d9751254.png\" alt=\"Dashthis Con - Text excerpt in bullet points about cons of platform visualizations.\">\u003C/p>\u003Ch2>Feature Deep Dive #1: DashThis Ease of Use\u003C/h2>\u003Cp>DashThis is generally known for being easy to use. In fact, “Ease of Use” is its main pro on G2.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2 rating: \u003C/strong>\u003Ca href=\"https://www.g2.com/products/agencyanalytics/reviews?\">\u003Ci>4.7/5\u003C/i>\u003C/a>\u003C/li>\u003Cli>\u003Cstrong>Capterra rating: \u003C/strong>\u003Ca href=\"https://www.capterra.com/p/163170/DashThis/\">\u003Ci>4.5/5\u003C/i>\u003C/a>\u003C/li>\u003C/ul>\u003Cp>This high rating indicates that users generally have an easy time creating dashboards and reports. But reviews don’t tell the whole story. Let’s look at the platform ourselves to get a better understanding:\u003C/p>\u003Ch3>Is it easy to create reports for client reporting?\u003C/h3>\u003Cp>Yes, DashThis offers ready-to-use templates and drag-and-drop widgets for creating reports quickly. You can select from different types of templates:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_ease_of_use_1_a2fa8fa4a0.png\" alt=\"Dashthis ease of use - Dashboard templates showcasing various marketing report types.\">\u003C/p>\u003Cp>These report templates definitely contribute to DashThis’s reputation for being easy to learn initially.\u003C/p>\u003Cp>You can add widgets to your reports to visualize data. However, there are only nine different custom widgets available.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_ease_of_use_2_765d24e1f3.png\" alt=\"Dashthis ease of use - A dashboard interface for customizing widgets and visualizing data.\">Comparatively, reporting tools like Whatagraph offer 20+ unique widgets for creating client reports.\u003C/p>\u003Ch3>How easy is it to edit dashboards?\u003C/h3>\u003Cp>After adding your widgets, you can modify display preferences, change numeric values, and resize the widget.\u003C/p>\u003Cp>Resizing widgets was a bit cumbersome in our opinion, as the editor didn’t intuitively pick up on the width we wanted:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/dashthis_resizing_widgets_894446feb8.gif\" alt=\"dashthis-resizing-widgets.gif\">\u003C/p>\u003Cp>You also can’t drag and drop a new widget to a specific spot you want. It gets dropped to the nearest “free spot,” which is a bit of a bummer:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/dashthis_adding_widgets_24e0c48503.gif\" alt=\"\">\u003Cbr>Whereas on Whatagraph, you can actually drag-and-drop widgets neatly onto the report canvas:\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>Plus, you can also resize these widgets anyway you want—horizontally or vertically—and also add new rows anywhere you want on the report.\u003C/p>\u003Cfigure class=\"image\">\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/figure>\u003Cp>But the biggest feature that makes it easy to edit dashboards on Whatagraph is our \u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">Linked reports\u003C/a>. \u003C/p>\u003Cp>On DashThis, if you want to edit a dashboard you’ve already built, you’d need to go into it individually and make changes. This is fine if you only have 1 or 2 dashboards, but becomes super time-consuming if you have 10+. \u003C/p>\u003Cp>On Whatagraph, you can have one “Master” (or main) dashboard and link your other dashboards to it. Then, all you need to do is edit that Master dashboard and your changes will sync across all the dashboards linked to it.\u003C/p>\u003Cp>This means if you have 10 dashboards, you only need to edit ONE, saving you so much time and hassle.\u003C/p>\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/8dab10a32da9435aa71057c1806f6bef?sid=08cb0971-c2df-4798-a21a-756912e5fdae\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>DashThis is easy to set up and great for creating simple reports quickly, which makes it ideal for small teams. But as your agency scales, limitations in layout control, widget flexibility, and lack of bulk editing can slow you down.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #2: DashThis Integrations\u003C/h2>\u003Cp>A wide range of integrations (and their reliability) are hallmarks of a good reporting tool. DashThis, unfortunately, falls short here.\u003C/p>\u003Cp>We calculated that DashThis has 29 integrations in total, covering key areas like PPC, SEO, email, ecommerce, and social media.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_integrations_1_5630ff40f8.png\" alt=\"\">\u003C/p>\u003Cp>DashThis tends to offer just one integration per category—for example, only Shopify for ecommerce.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_integrations_2_da61c50af0.png\" alt=\"Dashthis Integrations - List of integrated apps including Klaviyo, Mailchimp, Shopify and more.\">\u003C/p>\u003Cp>Meanwhile, alternatives like \u003Ca href=\"https://whatagraph.com/integrations\">Whatagraph support 55+ integrations\u003C/a>—with multiple CRM, ecommerce, SEO, and email marketing platforms. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_integrations_3_9db7db2eb7.png\" alt=\"Dashthis Integrations - A dashboard of integration options for email marketing and SEO tools.\">\u003C/p>\u003Ch3>Does DashThis support custom APIs?\u003C/h3>\u003Cp>DashThis doesn’t support custom APIs. The only way to import data (outside of their integrations) is by uploading a CSV file manually.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_integrations_4_cfa441d1e6.png\" alt=\"Dashthis Integrations - Empty CSV files manager screen with a CSV icon.\">Due to the lack of a custom API, DashThis might not be the right fit for you if you need data from more niche platforms.\u003C/p>\u003Cp>CSV importing is the only data importing option, but it’s time-consuming and you’ll need to keep uploading new data all the time.\u003C/p>\u003Cp>Guess what? Whatagraph does offer a \u003Ca href=\"https://help.whatagraph.com/en/articles/6223915-how-to-work-with-whatagraph-api\">custom API\u003C/a>. You can use it to push data from any platform you want onto Whatagraph (if we don’t have a native integration built already).\u003C/p>\u003Ch3>Are the integrations reliable?\u003C/h3>\u003Cp>Data reliability is perhaps a reporting tool's most important feature. For DashThis, users have raised concerns on this area—saying \u003Ci>“the data is not accurately reflected.”\u003C/i>\u003C/p>\u003Cp>This is a serious drawback, as inaccurate data can lead to your reputation taking a hit.\u003C/p>\u003Cp>Some \u003Ca href=\"https://www.g2.com/products/dashthis/reviews/dashthis-review-7995072\">reviewers\u003C/a> also wish there were notifications if the connectors fail. Connectors shouldn’t fail in the first place, but if they do, notifications should definitely be available.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_integration_5_a7d89573e9.png\" alt=\"DashThis integration 5.png\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>DashThis offers 29 integrations with Facebook, Instagram, LinkedIn, Google Ads, Google Analytics, and other marketing platforms—but lack of custom APIs and data reliability are real concerns for users.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #3: Data Organization, Blending, and Filtering on DashThis\u003C/h2>\u003Cp>It’s not enough that you bring your data into a reporting platform. It’s also important that you can organize, standardize, and merge data from different sources so you’ll get the most holistic view of performance on your reports.\u003C/p>\u003Cp>Unfortunately, this is where you’ll run into huge limitations with DashThis. \u003C/p>\u003Cp>Being a “starter” reporting tool (at a lower price point), DashThis doesn’t offer advanced data transformation options except a few basic ones. Here’s what you can do on DashThis:\u003C/p>\u003Cp>\u003Cstrong>1. Show multiple KPIs in one trend widget\u003C/strong>\u003C/p>\u003Cp>DashThis allows you to combine up to 6 metrics into a single Trend widget to compare performance over time. Here’s how it works:\u003C/p>\u003Cul>\u003Cli>Go into Edit Mode on your dashboard\u003C/li>\u003Cli>Open the Custom Widgets panel\u003C/li>\u003Cli>Select the \u003Cstrong>Trend widget\u003C/strong>\u003C/li>\u003Cli>Add up to \u003Cstrong>6 different KPIs\u003C/strong> into one visual\u003C/li>\u003Cli>Customize the graph type (e.g. switch from columns to lines)\u003C/li>\u003C/ul>\u003Cp>This is useful for quick comparisons—but it’s a visual overlay only. The data isn't blended or transformed under the hood.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_data_organization_1_c7e59866bb.webp\" alt=\"Dashthis Data Organization - Dashboard interface displaying a line graph and widget customization options.\">\u003C/p>\u003Cp>\u003Cstrong>2. Merge widgets (with caveats)\u003C/strong>\u003C/p>\u003Cp>DashThis supports a \u003Cstrong>“Merge Widgets”\u003C/strong> feature, allowing you to combine data from multiple sources—\u003Ci>but\u003C/i> only if the graph types and KPIs are compatible.\u003C/p>\u003Cp>\u003Cstrong>Use cases for merging widgets:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Combining cost data from Google Ads + Bing Ads\u003C/li>\u003Cli>Merging the same metric across different client accounts\u003C/li>\u003Cli>Summing related metrics (e.g., Conversions + Purchases)\u003C/li>\u003Cli>Grouping filtered campaign-level metrics (e.g., Facebook spend from Campaign X + Y)\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_data_organization_2_428b0b28f9.png\" alt=\"DashThis Data Organization - Dashboard showing social engagement metrics for different platforms.\">\u003C/p>\u003Cp>⚠️ Merge limitations:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Irreversible\u003C/strong>: You can’t unmerge once combined\u003C/li>\u003Cli>\u003Cstrong>Compatibility required\u003C/strong>: Widgets must use the same graph type\u003C/li>\u003Cli>\u003Cstrong>No CSV merges\u003C/strong>: You can't merge a CSV widget with a built-in integration\u003C/li>\u003Cli>\u003Cstrong>Static result\u003C/strong>: Post-merge, filters and metrics can’t be adjusted\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>3. Add Agency markup for cost KPIs\u003C/strong>\u003C/p>\u003Cp>Agencies billing clients with a % markup on ad spend can reflect this directly in reports:\u003C/p>\u003Cul>\u003Cli>Available only on widgets that use cost metrics (e.g., Google Ads “Cost” or Facebook “Amount Spent”)\u003C/li>\u003Cli>Add a \u003Cstrong>percentage or fixed value\u003C/strong> via the “Markup Options” in the widget editor\u003C/li>\u003Cli>Some platforms (like Google Ads or Bing) come with \u003Cstrong>preset widgets\u003C/strong> that already apply standard markups (e.g. +15%)\u003C/li>\u003C/ul>\u003Cp>This is a quick fix for client-facing cost transparency—but again, there’s no formula logic or flexible calculations involved.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_data_organization_3_d0c4c8027d.png\" alt=\"Dashthis Data Organization - Two charts showing cost before and after a 15% markup.\">\u003C/figure>\u003Cp>On Whatagraph though, we give you full flexibility over how data is combined, standardized, and transformed. You can create unlimited data blends, custom metrics, and custom dimensions on all pricing plans. It only takes seconds to create them too. Here's what each is good for:\u003C/p>\u003Cp>Here’s what you can do:\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. You don’t need to waste time going back and forth from one workspace to another.\u003C/p>\u003Cp>This granular data transformation is exactly what Stef Oosterik, Quality Manager at \u003Ca href=\"https://dtchdigitals.com/nl/\">Dtch. Digitals\u003C/a> agency loves about us. \u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">He said\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Clients can see the total results in one place, without jumping between different sheets or reports. This avoids confusion, especially for those who might not fully understand online marketing.\u003Cbr>[author]Stef Oosterik, Quality Manager at Dtch.Digitals[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Another key feature that DashThis doesn’t offer, but Whatagraph does is our \u003Ca href=\"https://help.whatagraph.com/en/articles/6389747-how-to-create-a-source-filter-and-a-source-variant\">Source Filter\u003C/a>.\u003C/p>\u003Cp>Previously, you could only add filters on the widget level if you wanted to slice and dice your data. 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>With Whatagraph’s Source Filter, you can simply go to the Facebook source that’s connected to these 20 widgets, apply the filter to the source once, 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.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Source_filter_91716dd22e.gif\" alt=\"Source Filter - \">\u003C/p>\u003Cp>We also recently launched \u003Ca href=\"https://whatagraph.com/performance-monitoring\">Performance Monitoring\u003C/a>, which makes it even easier and faster to organize your scattered data and get actionable insights from it.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Group 100s of scattered data sources into unified Source Groups in seconds\u003C/li>\u003Cli>Add custom tags to your data and filter it by client, business type, location, Account Manager, or whatever floats your boat\u003C/li>\u003Cli>Visualize your key metrics in one view and easily spot performance trends\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Know_exactly_what_works_and_what_doesn_t_783e7900b4.png\" alt=\"Visualize data from multiple sources in one place\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>DashThis offers some surface-level ways to organize and group data. But if you're looking to build complex reports that pull from multiple sources, aggregate KPIs, and apply granular filtering or calculated logic, you're likely to hit a wall.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #4: DashThis Reports and Dashboards\u003C/h2>\u003Cp>Reports and dashboards are where reporting tools set themselves apart, and DashThis is no exception. Let’s see where DashThis stands in this area.\u003C/p>\u003Ch3>How customizable are the dashboards?\u003C/h3>\u003Cp>DashThis is an entry-level reporting tool, which is reflected in its customization capabilities. Doing simple changes like adding new widgets, changing headings, and adding comments is relatively easy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_reports_and_dashboards_1_8a88faccb2.png\" alt=\"Dashthis Reports And Dashboards - Dashboard showing a pie chart, a bar graph, and a note panel.\">\u003C/p>\u003Cp>Here’s a breakdown of what you \u003Ci>can\u003C/i> customize inside the editor:\u003C/p>\u003Cp>\u003Cstrong>1. The header area\u003C/strong>\u003C/p>\u003Cp>This is the top section of your dashboard and sets the visual tone. You can customize:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Logo\u003C/strong>: Upload a custom logo (max size 250 x 125 pixels) to personalize the report for your agency or client.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_customization_1_ea7166f1e5.png\" alt=\"DashThis Customization - Advertising dashboard header with logo and date range selection.\n\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Color theme\u003C/strong>: Choose from pre-made themes or request a fully custom theme aligned with your brand colors.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_customization_2_24259bf8a6.webp\" alt=\"Dashthis Customization - A dashboard customization menu with color theme options.\">\u003C/figure>\u003Cul>\u003Cli>\u003Cstrong>Date range\u003C/strong>: The time period displayed in the header will vary depending on the type of dashboard:\u003Cul>\u003Cli>\u003Ci>Periodic\u003C/i>: Shows completed time periods with dropdown to toggle between them.\u003C/li>\u003Cli>\u003Ci>Campaign\u003C/i>: Shows start and end dates for both current and compared campaigns.\u003C/li>\u003Cli>\u003Ci>Rolling\u003C/i>: Doesn’t show a date in the header—specific dates are embedded in widgets.\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_customization_3_b9a0655e03.png\" alt=\"\">\u003C/figure>\u003Cp>\u003Cstrong>2. Widgets\u003C/strong>\u003C/p>\u003Cp>Widgets are the building blocks of your dashboard, and DashThis gives you several ways to build them:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Preset widgets\u003C/strong>: Plug-and-play metrics based on your connected data source (e.g., Google Ads or Meta).\u003C/li>\u003Cli>\u003Cstrong>Custom widgets\u003C/strong>: Offers nine widget types like pie charts, stacked columns, line graphs, gauges, and more.\u003C/li>\u003Cli>\u003Cstrong>Static widgets\u003C/strong>: Add non-data elements like comment boxes, section headers, and CSV data uploads.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_widget_1_faab90ceb2.png\" alt=\"Dashthis Widget - Logo with text \">\u003C/p>\u003Cp>Once added, you can:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Move\u003C/strong>: Drag and drop widgets to rearrange layout.\u003C/li>\u003Cli>\u003Cstrong>Resize (some widgets only)\u003C/strong>: Adjust size using corner handles.\u003C/li>\u003Cli>\u003Cstrong>Edit\u003C/strong>: Tweak KPIs, display format, or apply markup.\u003C/li>\u003Cli>\u003Cstrong>Add notes\u003C/strong>: Include contextual insights that appear as clickable icons.\u003C/li>\u003Cli>\u003Cstrong>Refresh data\u003C/strong>: Manually pull the latest data if needed.\u003C/li>\u003Cli>\u003Cstrong>Delete\u003C/strong>: Remove a widget entirely (but you can’t undo this).\u003C/li>\u003C/ul>\u003Cp>This is where the dashboard customization ends—which is pretty basic when compared to a reporting tool like Whatagraph, or even \u003Ca href=\"https://whatagraph.com/reviews/agencyanalytics\">AgencyAnalytics\u003C/a>. \u003C/p>\u003Cp>For example, on Whatagraph, you can customize each widget to your heart’s content. You can:\u003C/p>\u003Cul>\u003Cli>Write custom titles and descriptions\u003C/li>\u003Cli>Change the currency display\u003C/li>\u003Cli>Hide or show footers\u003C/li>\u003Cli>Choose custom colors\u003C/li>\u003Cli>Choose icons from an icon library\u003C/li>\u003C/ul>\u003Cp>Want even more customization? You can \u003Ca href=\"https://help.whatagraph.com/en/articles/6389733-creating-custom-widgets-and-saving-them-as-templates\">create custom widgets from scratch\u003C/a> – with the exact data and filters you want to see – and save them as “templates” so you can add them to any reports you want. \u003C/p>\u003Cfigure class=\"image\">\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/figure>\u003Cp>Whatagraph also comes with thoughtful design features that make your user experience smooth as butter. You can:\u003C/p>\u003Cp>✅ \u003Ca href=\"https://www.loom.com/share/3e0b1c1b95d5473ca470bd4378461e5d\">Change the orientation\u003C/a> of your reports as Landscape or Portrait\u003C/p>\u003Cp>✅ Add new rows anywhere you want on your dashboard\u003C/p>\u003Cp>✅ Adjust the width and height of your charts and graphs right on the dashboard\u003C/p>\u003Cp>✅ Save reports as “templates” and re-use them the next time\u003C/p>\u003Cp>✅ Add multiple “Tabs” within a single report to visualize performance from different channels or campaigns. This prevents lengthy reports that take ages to load.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">Patrick C.,\u003C/a>’s recent review highlights our core offerings best:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph is extremely flexible, the visuals are beautiful (which is important for having clients be engaged in the reports), very customizable to make complex data easy to ingest for the client.\u003Cbr>[author]Patrick C. Director of Performance Marketing[/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>What white-labeling options are available on DashThis?\u003C/h3>\u003Cp>DashThis offers basic but functional white-label features to help agencies present dashboards under their own brand. While the customization doesn’t go as deep as some more advanced tools, here’s what you get:\u003C/p>\u003Cp>\u003Cstrong>1. Brand customization\u003C/strong>\u003C/p>\u003Cp>You can visually tailor your dashboards in a few ways:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Upload your own logo\u003C/strong>: Place your agency’s or client’s logo in the dashboard header. Note that logo size is fixed (250 x 125 pixels), and non-2:1 logos may stretch awkwardly.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dashthis_whitelabel_1_ad35ca7e48.png\" alt=\"Dashthis Whitelabel - Dashboard interface with campaign performance and logo selection panel.\">\u003C/figure>\u003Cul>\u003Cli>\u003Cstrong>Preset color themes\u003C/strong>: Choose from 12 built-in themes to match your brand or client preferences. Themes are applied per dashboard and won’t carry over automatically if you duplicate or template a report.\u003C/li>\u003Cli>\u003Cstrong>Custom color themes\u003C/strong>: If you manage 10+ dashboards, you can unlock custom color themes. This lets you fully personalize background, header, fluctuation, gauge, and data colors using hex codes.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_white_label_2_a6dec21d35.png\" alt=\"DashThis White Label - Analytics dashboard with charts, graphs, and key metrics.\">\u003C/p>\u003Cp>\u003Cstrong>Important:\u003C/strong> Custom themes must be manually applied to each dashboard. Even if you use a template or clone a dashboard, the default DashThis theme will override your previous design—so you’ll need to reapply the theme each time.\u003C/p>\u003Cp>Where DashThis keeps white-labeling fairly surface-level and manual, \u003Cstrong>Whatagraph offers a more advanced, scalable, and flexible approach to branding\u003C/strong>—designed for agencies managing multiple clients and dozens (or hundreds) of reports.\u003C/p>\u003Cp>Unlike DashThis, where you have to apply themes one dashboard at a time, Whatagraph lets you roll out consistent branding at scale—saving you hours of manual work.\u003C/p>\u003Cp>You can apply custom themes at three levels: \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Global team level\u003C/strong>: Set a universal brand theme (colors, logo, fonts, etc.) and have it automatically applied to \u003Ci>all\u003C/i> new reports created by your team. No need to manually re-style each new dashboard.\u003C/li>\u003Cli>\u003Cstrong>Report level\u003C/strong>: Override or fine-tune branding for a specific client or report if needed.\u003C/li>\u003Cli>\u003Cstrong>Widget level\u003C/strong>: Apply color settings to individual widgets for granular styling control (e.g. highlight specific KPIs in brand colors).\u003C/li>\u003C/ul>\u003Cp>Inside the \u003Cstrong>Custom Branding\u003C/strong> panel, you can personalize:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Color schemes\u003C/strong> (primary, secondary, widget accents)\u003C/li>\u003Cli>\u003Cstrong>Logo and favicon\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>Email styles\u003C/strong> (email header, footer, sender name, and more)\u003C/li>\u003C/ul>\u003Cp>Plus, unlike DashThis, these settings don’t reset when duplicating templates or cloning dashboards. That means you can standardize your branding workflows without reapplying themes from scratch.\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/535a7d444bf1470dab082b7c9ea58ee9?sid=2068b657-eee3-4d36-9b74-b7fe88308a05\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>\u003Cstrong>2. Custom domain \u003C/strong>\u003C/p>\u003Cp>With a plan that includes 10 dashboards or more, DashThis lets you fully white-label the dashboard URL using a custom domain.\u003C/p>\u003Cp>This also includes:\u003C/p>\u003Cul>\u003Cli>Removing the \"Powered by DashThis\" footer\u003C/li>\u003Cli>Sending dashboards from your own \u003Cstrong>custom email address\u003C/strong>\u003C/li>\u003Cli>Unlocking full access to \u003Cstrong>custom theme creation\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Just note: If you want different domains for different clients, you’d need separate DashThis accounts. Only \u003Cstrong>one custom domain per account\u003C/strong> is supported.\u003C/p>\u003Cp>Just like DashThis, Whatagraph supports \u003Cstrong>custom domains\u003C/strong>—but goes further in how deeply it integrates with your brand:\u003C/p>\u003Cul>\u003Cli>Replace the default app.whatagraph.com URL with a branded one like reports.youragency.com\u003C/li>\u003Cli>Automatically send reports and scheduled emails \u003Ci>from your own domain\u003C/i>, using your company name in the sender field\u003C/li>\u003Cli>Fully remove Whatagraph’s branding for a 100% white-labeled experience\u003C/li>\u003C/ul>\u003Ch3>Are there AI features for insights?\u003C/h3>\u003Cp>DashThis doesn’t offer AI features for insights. This means you need to manually sum up potential campaign issues, trends, and data.\u003C/p>\u003Cp>Comparatively, Whatagraph solves this with two innovative AI features.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI data chatbot: \u003C/strong>Ask our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo\">AI chatbot\u003C/a> any questions about your connected data and campaigns, just like you would talk to your colleague or ChatGPT.\u003C/li>\u003C/ul>\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>\u003Cul>\u003Cli>\u003Cstrong>AI summaries for reports: \u003C/strong>Generate \u003Ca href=\"https://www.youtube.com/watch?v=iSPwtS8DqGg\">AI report summaries\u003C/a> based on your data and add them directly to your reports.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ai_summaries_7e0b125403.gif\" alt=\"\">\u003C/p>\u003Ch3>What are the sharing options?\u003C/h3>\u003Cp>DashThis gives you three options for sharing your data: through PDF, email, or a live link.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Dash_This_reports_and_dashboards_5_de684fcddb.png\" alt=\"DashThis Reports And Dashboards - A sharing options pop-up. Features include sharing a link, sharing by email, and exporting as PDF.\">\u003C/p>\u003Cp>Most reporting tools offer these three default options. But what if you want to ship your data to warehouses or other destinations? DashThis doesn’t unfortunately support that.\u003C/p>\u003Cp>On Whatagraph, you have the same sharing options, and you can also ship data from any source to \u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-review\">Looker Studio\u003C/a> and \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a>.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>You can build basic dashboards, but more advanced linked templates, AI summaries, and data merging are missing.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>How does Whatagraph Compare Against DashThis? \u003C/h2>\u003Cp>So far we’ve given you a detailed review of DashThis and where Whatagraph can help overcome its limitations. But you might be thinking—what is Whatagraph exactly? We explained more below. \u003C/p>\u003Cp>Whatagraph is a marketing intelligence platform that makes it extremely easy to connect, organize, visualize, and share marketing data across all your channels.\u003C/p>\u003Cp>Here’s how Whatagraph resolves some of the challenges DashThis customers face:\u003C/p>\u003Ch3>1. Wide range of integrations\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The DashThis challenge: \u003C/strong>DashThis only has 25+ integrations with marketing platforms, not including more niche ones like SE Ranking or Quora Ads.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution: \u003C/strong>Whatagraph offers 55 integrations, including with analytics, PPC, social media, SEO, ecommerce, and email marketing platforms. We constantly add new integrations, and a custom API is also available.\u003C/li>\u003C/ul>\u003Cp>One \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10953492\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> commented on Whatagraph’s integrations: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The ability to integrate multiple data sources and create customized reports quickly is a great advantage.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>2. Real-time, accurate data with 99.95% uptime\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The DashThis challenge: \u003C/strong>DashThis users report that the data can be unreliable, and the connector can break.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution: \u003C/strong>Whatagraph’s integrations are fully managed, which means they’re more accurate and stable. We offer an uptime guarantee of 99.95%, so you never have to compromise on your client’s reports.\u003C/li>\u003C/ul>\u003Ch3>3. Easier to use\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The DashThis challenge:\u003C/strong> While it’s easy to create basic reports, managing dashboards and reports one by one is time-consuming.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution: \u003C/strong>Whatagraph is also easy to use but built for growth. The key difference is master templates and linked reporting. When you update a main template (like adding a new goal or metric), all linked client reports are updated automatically. This eliminates repetitive edits and saves agencies a ton of time as they scale.\u003C/li>\u003C/ul>\u003Ch3>4. Fully-customizable dashboards \u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The DashThis problem: \u003C/strong>Dashboards are generally intuitive to use, but not that customizable.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution: \u003C/strong>With Whatagraph, you can create reports from a blank page, from \u003Ca href=\"https://whatagraph.com/templates\">ready-made report templates\u003C/a>, or using our Smart Builder. The widgets are fully responsive, and you can resize them however you want.\u003C/li>\u003C/ul>\u003Cp>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\">G2 user\u003C/a> said:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph's drag-and-drop widgets are so simple to use, they practically make the report FOR you. And because most marketing reports are really dull, I love small touches like customizing icons for widgets!\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Want a full breakdown? Check out our guide on \u003Ca href=\"https://whatagraph.com/blog/articles/dashthis-alternatives-and-competitors\">DashThis alternatives\u003C/a>.\u003C/p>\u003Ch2>Final Verdict: When to use DashThis and When to Switch to Whatagraph\u003C/h2>\u003Cp>With so many similarities on the surface, it can be hard to decide between DashThis and Whatagraph—especially when both platforms promise easy-to-use reporting, multi-source dashboards, and white-label options.\u003C/p>\u003Cp>But if you’re an agency managing dozens of clients and campaigns (or you plan to scale into this level), Whatagraph makes it easier to deliver holistic, accurate reports across all clients. \u003C/p>\u003Cp>In fact, this is why one of our customers, Tanja Keglić, Performance Marketing Marketer at \u003Ca href=\"https://www.achtzehngrad.at/en\">Achtzehn Grad agency\u003C/a> chose us: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Achtzehn_Grad_agency_review_3e103dc17d.png\" alt=\"Achtzehn Grad agency review.png\">\u003C/p>\u003Ch3>Choose DashThis if:\u003C/h3>\u003Cul>\u003Cli>You need to create \u003Cstrong>simple, visual reports\u003C/strong> quickly without a learning curve.\u003C/li>\u003Cli>You’re a \u003Cstrong>freelancer or small agency\u003C/strong> with limited reporting needs.\u003C/li>\u003Cli>You want a \u003Cstrong>budget-friendly\u003C/strong> option with straightforward pricing.\u003C/li>\u003Cli>You don’t need to blend or calculate data—just show metrics as-is.\u003C/li>\u003Cli>You’re okay with \u003Cstrong>basic white-labeling\u003C/strong> (logo, preset color themes, simple domains).\u003C/li>\u003C/ul>\u003Cp>In short, DashThis is a \u003Cstrong>starter tool\u003C/strong> for agencies looking to get a few clean reports out the door with minimal setup. It shines when you’re just getting started and need something simple and affordable.\u003C/p>\u003Ch3>Choose Whatagraph if:\u003C/h3>\u003Cul>\u003Cli>You manage \u003Cstrong>multiple clients or campaigns\u003C/strong> and want scalable reporting workflows.\u003C/li>\u003Cli>You need to create \u003Cstrong>custom metrics, dimensions, or blended KPIs\u003C/strong> across channels.\u003C/li>\u003Cli>You want to \u003Cstrong>automate reporting\u003C/strong> using templates, linked reports, and AI summaries.\u003C/li>\u003Cli>You’re looking for \u003Cstrong>deep customization\u003C/strong>: branding, widget design, layouts, filters.\u003C/li>\u003Cli>You need to connect \u003Cstrong>niche tools or offline data\u003C/strong> via API, CSV, or warehouse exports.\u003C/li>\u003C/ul>\u003Cp>Whatagraph is ideal for agencies that are scaling. It’s built not just for sharing reports—but for organizing your reporting ops in a way that’s scalable, efficient, and fully client-ready.\u003C/p>\u003Cp>Want to see if Whatagraph is the right fit for you? \u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to our team today\u003C/a>. \u003C/p>",{"id":802,"description":803,"items":804},367,"Have more questions about DashThis? We answered them here. ",[805,809,813,817,821],{"id":806,"question":807,"answer":808},1426,"What is DashThis?","\u003Cp>\u003Cspan style=\"color:#000000;\">DashThis is a simple  marketing reporting tool designed for freelancers, small agencies, and in-house marketers. It helps users create dashboards that combine data from multiple marketing platforms like Google Ads, Facebook, and LinkedIn into one visual report.\u003C/span>\u003C/p>",{"id":810,"question":811,"answer":812},1427,"What is DashThis used for?","\u003Cp>\u003Cspan style=\"color:#000000;\">DashThis is primarily used to build and share marketing performance reports. You can pull in data from 30+ platforms, visualize KPIs using widgets, and share dashboards via link, PDF, or email. It’s best suited for simple, standardized reports across a few channels.\u003C/span>\u003C/p>",{"id":814,"question":815,"answer":816},1428,"Can I white-label reports in DashThis?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes, DashThis offers white-labeling features, but they vary by plan. With a Professional plan or higher, you can:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Upload your own logo\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Apply preset or custom color themes\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Use a custom domain (e.g., reports.youragency.com)\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Remove DashThis branding from dashboards and emails\u003C/span>\u003C/li>\u003C/ul>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Keep in mind: You can only apply themes one dashboard at a time, and only one custom domain is supported per account.\u003C/span>\u003C/p>",{"id":818,"question":819,"answer":820},1429,"Does DashThis offer an API?","\u003Cp>\u003Cspan style=\"color:#000000;\">No, DashThis does not currently offer a public API. If you need to connect data from platforms not natively supported, your only option is to upload CSV files manually.\u003C/span>\u003C/p>",{"id":822,"question":823,"answer":824},1430,"What do users say about their experience with DashThis?","\u003Cp>\u003Cspan style=\"color:#000000;\">Overall, users appreciate DashThis for its ease of use and clean interface. It scores highly on platforms like G2 and Capterra for being beginner-friendly and quick to set up. However, common complaints include:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Limited data integrations and no custom API\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Lack of advanced data blending or calculated metrics\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Basic customization options\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Reports becoming expensive as dashboard needs grow\u003C/span>\u003C/li>\u003C/ul>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">It’s a great starter tool, but many users outgrow it as reporting needs become more complex.\u003C/span>\u003C/p>",{"id":826,"metaTitle":628,"metaDescription":827,"addNoIndex":15,"canonicalURL":31,"metaImage":828},1927,"Read a comprehensive DashThis review. Find pros and cons based on real user reviews, feature deep dives, and what other options are out there.",{"id":633,"name":634,"alternativeText":635,"caption":31,"width":636,"height":637,"formats":829,"hash":644,"ext":292,"mime":293,"size":645,"url":646,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":647,"updatedAt":648},{"thumbnail":830},{"ext":292,"url":640,"hash":641,"mime":293,"name":642,"path":31,"size":643,"width":439,"height":440},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526,"image":832,"author":847,"content":868,"faq":878,"seo":893},{"id":833,"name":834,"alternativeText":835,"caption":31,"width":636,"height":637,"formats":836,"hash":842,"ext":292,"mime":293,"size":843,"url":844,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":845,"updatedAt":846},14493,"Databox_this_hero.png","Databox review - Databox logo",{"thumbnail":837},{"ext":292,"url":838,"hash":839,"mime":293,"name":840,"path":31,"size":841,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Databox_this_hero_767b27c1d1.png","thumbnail_Databox_this_hero_767b27c1d1","thumbnail_Databox_this_hero.png",18.7,"Databox_this_hero_767b27c1d1",106.64,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_this_hero_767b27c1d1.png","2025-05-02T13:42:29.581Z","2025-05-16T11:22:10.561Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":848,"articles":851,"seo":856,"tool_reviews":857},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":849,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":850},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[852,853,854,855],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[858,859,860,861,862,863,864,865,866,867],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[869,875],{"id":319,"__component":585,"target":870,"features":871,"pros":872,"cons":873,"description":874},"Smaller agencies focused on basic KPI dashboards, internal team monitoring, or executives needing mobile-first views. Not ideal for high-volume client reporting or heavy customization needs.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Databox\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Integrations\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">~120+ native integrations\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Frequent re-auth errors, fragile connectors\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Very easy for simple dashboards\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>Possible, but limited to basic metrics and cumbersome for complex joins\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>Supported (great mobile app and TV display)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>Limited; stuck to grids, minimal styling\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Live share links, PDF exports, scheduled email reports\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>TLS 1.2+, AES-256 encryption, GDPR compliant, SSO on Premium\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>Easy to set up dashboards fast\u003C/li>\u003Cli>Mobile-first and TV screen support\u003C/li>\u003Cli>Live interactive dashboards\u003C/li>\u003Cli>Free-forever plan for small teams\u003C/li>\u003Cli>AI summaries (on Growth plan+)\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>Fragile connectors cause frequent issues\u003C/li>\u003Cli>Templates and metrics prone to breaking\u003C/li>\u003Cli>Limited customization and design control\u003C/li>\u003Cli>Expensive once you scale data sources\u003C/li>\u003Cli>Support slow unless you’re on Premium\u003C/li>\u003C/ul>","Databox is a sleek dashboard tool designed for quick KPI snapshots and mobile-first reporting—but it struggles with connector stability, customization, and scaling for client-heavy agencies.",{"id":876,"__component":593,"content":877},81,"\u003Ch2>Why You Can Trust This Review: Our Process Explained\u003C/h2>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we live and breathe marketing data every day. And we genuinely care about finding you a marketing reporting tool that’s going to make your life easier—not harder. \u003C/p>\u003Cp>This is why we went through lengths to give you this review. Here’s what we did: \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Fact-checked against live docs\u003C/strong>: Pricing, feature limits, and security claims are captured straight from the vendor’s public pages. \u003C/li>\u003Cli>\u003Cstrong>Hands-on sandboxing\u003C/strong>: We open a brand-new workspace, wire up the usual marketing stack (GA4, HubSpot, Shopify, a sample SQL table, etc.), then build multiple dashboards and reports from scratch.\u003C/li>\u003Cli>\u003Cstrong>Tracked real-world user discussions\u003C/strong>: Recent, verified G2 and Capterra reviews, public forum threads, and help-center discussions are scanned for recurring themes—things that crop up more than once end up on our radar.\u003C/li>\u003Cli>\u003Cstrong>Timed the help desk\u003C/strong>: We file an ordinary “how-do-I” ticket, then clock how long it takes to get a human, actionable answer.\u003C/li>\u003Cli>\u003Cstrong>Scored against agency must-haves\u003C/strong>: Finally, we grade the tool on integration breadth and stability, customization and white-labelling depth, automation reliability, everyday usability, and the quality of customer support.\u003C/li>\u003C/ol>\u003Cp>Consider this your data-backed litmus test; whichever way you lean, you’ll be leaning on solid ground. \u003C/p>\u003Ch2>Databox Pricing\u003C/h2>\u003Cp>Databox keeps its price ladder tidy: five tiers, each stacking more speed, history, and bells and whistles. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_pricing_03efa8b5c9.png\" alt=\"Databox Pricing - Comparison chart of five pricing tiers with feature descriptions.\">\u003Cstrong>Heads up\u003C/strong>: See how data sources only climb to 100 in the most expensive tier? So, if you’re a small or medium-sized agency, you’ll likely feel a \u003Cstrong>mid-tier sticker shock. \u003C/strong>Sticking with Starter or Pro but adding, say, 15 sources balloons the bill past $120/month, while you’re still limited to a 4-hour or hourly refresh.\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>Base Price (Billed Annually)\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Data Sources Included\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>Sync Frequency\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;\">\u003Cstrong>Free Forever\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$0/month\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;\">3\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Daily\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Daily monitoring \u003C/li>\u003Cli>Basic metrics tracking\u003C/li>\u003C/ul>\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;\">$47/month\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;\">5\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Every 4 hours\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Basic analytics\u003C/li>\u003Cli>KPI tracking\u003C/li>\u003Cli>Dashboards\u003C/li>\u003Cli>Email reports \u003C/li>\u003Cli>Daily updates\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Professional\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$159/month\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;\">Unlimited\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Hourly\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Custom analytics\u003C/li>\u003Cli>KPI monitoring from any data source\u003C/li>\u003Cli>Dashboards\u003C/li>\u003Cli>Advanced reporting\u003C/li>\u003Cli>Email & PDF reports\u003C/li>\u003Cli>Performance tracking\u003C/li>\u003C/ul>\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;\">$359/month\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;\">Unlimited\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Hourly\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>AI-enhanced analytics\u003C/li>\u003Cli>Advanced reporting\u003C/li>\u003Cli>Performance management\u003C/li>\u003Cli>Predictive insights\u003C/li>\u003Cli>Custom dashboards\u003C/li>\u003Cli>Real-time alerts\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Premium\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$799/month\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;\">Unlimited\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Hourly\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Enterprise-level security\u003C/li>\u003Cli>Custom integrations\u003C/li>\u003Cli>Advanced access controls\u003C/li>\u003Cli>15-minute sync for up to 5 data sources included\u003C/li>\u003Cli>24/7 support\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>What does Databox’s pricing mean for your budget?\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Connectors, not seats, drive cost\u003C/strong>: After Free/Starter, users are unlimited—your bill scales with data sources, not headcount.\u003C/li>\u003Cli>\u003Cstrong>Extra connectors add up quickly\u003C/strong>: Each one is \u003Cstrong>$5.60/month\u003C/strong>. Needing just five more on Starter already boosts the cost by 60%.\u003C/li>\u003Cli>\u003Cstrong>The AI capabilities start at the Growth tier\u003C/strong>: If automated summaries and forecasts are must-haves, factor in \u003Cstrong>$319+\u003C/strong> as your new floor.\u003C/li>\u003Cli>\u003Cstrong>Premium only pays off at scale\u003C/strong>:\u003Cstrong> \u003C/strong>It’s the economical pick once you cross roughly \u003Cstrong>90 data sources\u003C/strong> \u003Ci>or\u003C/i> require a 15-minute sync for mission-critical metrics.\u003C/li>\u003C/ul>\u003Cp>Databox offers exclusive benefits for marketing and consulting firms:\u003Cstrong> \u003C/strong>unlimited client workspaces in one portal, reusable branded templates, optional white-label add-on, and discounted per-source pricing. \u003C/p>\u003Cp>Plus, a free agency sandbox so you can demo it all risk-free.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_agency_offers_53d81f052e.png\" alt=\"Databox Agency Offers - Marketing agency offers with graphic interface, text and call to action buttons.\">\u003Ci>However\u003C/i>, that sandbox still caps you at three daily-sync connectors and leaves full white-labeling (and faster support) behind a paywall. So budget accordingly if you decide to move beyond the test drive.\u003C/p>\u003Cp>\u003Cstrong>IMPORTANT\u003C/strong>: Another thing you’d want to ask the sales team before shelling out money is if Databox works in your—and your clients’—countries. \u003C/p>\u003Cp>According to Redditor Mat_Uscenes from about 11 months ago, Databox “\u003Ca href=\"https://www.reddit.com/r/marketing/comments/1cb3y1b/are_there_any_free_alternatives_to_databox/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">doesn’t work in all countries.\u003C/a>”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_doesn_t_work_in_all_countries_ce469f8d56.png\" alt=\"Databox Doesn T Work In All Countries - A Reddit post asking for alternatives to Databox.\">\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About Databox?\u003C/h2>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Databox G2 Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews\">4.4/5\u003C/a> ⭐\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Databox Capterra Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.in/software/154024/databox\">4.7/5\u003C/a> ⭐\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>There’s an interesting trend in almost all the recent user reviews across G2, Capterra, and community threads I trawled:\u003Cstrong> for every positive feature, users include a “but…”  \u003C/strong>Even the five-star ones. \u003C/p>\u003Cp>Basically, every bright spot comes with a shadow. This signals that there’s friction that seasoned users feel compelled to tag a caution along with the compliment. \u003C/p>\u003Cp>This \u003Ca href=\"https://www.reddit.com/r/marketing/comments/1d2ukj3/comment/l96wlr8/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit comment\u003C/a> captures the “yes, but” format perfectly:\u003C/p>\u003Cp>“\u003Ci>Each connection is also as it is - separate from everything else…\u003C/i>\u003C/p>\u003Cp>\u003Ci>That is a bit unfortunate in my opinion, \u003Cstrong>but\u003C/strong> it is a superior tool overall in my opinion\u003C/i>.\u003Ci>It is a bit cumbersome, \u003Cstrong>but\u003C/strong> once you get a feel for it, I think it actually makes way nicer reports and dashboards versus AA. \u003C/i>\u003C/p>\u003Cp>\u003Ci>When you have a mid-tier DB plan you get access to it's AI and custom metric features which are amazing, \u003Cstrong>but \u003C/strong>come at significant cost especially if you have many data connections\u003C/i>.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_reddit_review_cf43e25e5d.png\" alt=\"Datababox Reddit Review - Screenshot of a user review of Databox, highlighting its features.\">Let’s break this down further. \u003C/p>\u003Ch3>Databox pros: What users love\u003C/h3>\u003Cp>✅ \u003Cstrong>Setup is fast, almost fun\u003C/strong>\u003C/p>\u003Cp>New users rave about getting a live dashboard in under an hour. \u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-9589243\" target=\"_blank\" rel=\"noopener noreferrer\">Robert R. on G2\u003C/a> calls it the best “data visualization tool”: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Databox makes it simple to interact with data in ways you never thought possible. I can easily sync it to my Google Analytics, Hubspot, Adwords, LinkedIn, and other tools to get a precise view of marketing attribution and follow the data to discover holes in strategy. I love this tool. It was easy to implement.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>But once the honeymoon ends, they note a learning curve for deeper tweaks and wish for more flexible layout controls.\u003C/p>\u003Cp>Robert says: “\u003Ci>The interface has a learning curve for new users, but once you adapt to the tool, it saves you a ton of time\u003C/i>.”\u003C/p>\u003Cp>✅ \u003Cstrong>Integrations pull everything into one pane of glass\u003C/strong>\u003C/p>\u003Cp>Reviewers love piping GA4, HubSpot, and half-a-dozen ad channels into one screen. \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>I like best that Databox provides all of your sales metrics in one place combined with multiple data sources. So you can have all your business to business sales combined. It’s very easy user friendly. It really tracks the performance of your company.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_PRO_31a5d4c52a.png\" alt=\"Databox PRO - A review on Databox with a four-star rating.\n\">But the same user adds a design caveat:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>It’s hard to discern between traffic sources and points in time… because of it being too white of an interface. I would definitely add some color to make it easier to read data.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Note\u003C/strong>: Databox has since added colour-control options that tackle the “too white” complaint.\u003C/p>\u003Cp>✅ \u003Cstrong>Templates + live data save real time\u003C/strong>\u003C/p>\u003Cp>A \u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-9923762\" target=\"_blank\" rel=\"noopener noreferrer\">third G2 reviewer\u003C/a> gushes about how the platform looks and feels right out of the box:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Ease of use, breadth of data sources, voluminous templates, very easy on the eyes and brain, and truly interactive/fresh data, including in Reports (which are live-dashboard-based presentations).\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>But the same reviewer notes that this polish occasionally slips:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Occasionally bugs and throughput issues/lag when editing custom metrics, but more than offset by their R&D into resolutions and new features.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Databox cons: Where users hit a wall\u003C/h3>\u003Cp>⚠️\u003Cstrong> Templates and metrics break under client pressure\u003C/strong>\u003C/p>\u003Cp>Long-term agency users complain that widgets stop pulling data or default to the wrong Facebook/Instagram account, sometimes for weeks. If you need iron-clad, reusable templates, tools like Whatagraph (or even Looker Studio) get name-checked as sturdier alternatives.\u003C/p>\u003Cp>One of the most recent, detailed, and flag-worthy Databox reviews comes from \u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-9826095\" target=\"_blank\" rel=\"noopener noreferrer\">Guy M. on G2\u003C/a>: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_CON_7e71ff73be.png\" alt=\"Datadox Con - Screenshot of a negative review with the user's name and description.\">Guy M. spent two full \u003Ci>years\u003C/i> trying to run client reporting on Databox. \u003Cstrong>His detailed post captures three pain points that also surface in other reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>“\u003Ci>Clients asking for databoard repairs because the metrics and templates provided by Databox were always broken.”\u003C/i>\u003C/li>\u003C/ul>\u003Cp>Your report is only as good as the metrics shown on it. If they’re wrong or broken, you risk losing your clients’ trust. \u003C/p>\u003Cp>Plus, broken metrics and templates mean you need to waste more time and energy fixing them which isn’t something you should experience with an “automated” reporting tool.\u003C/p>\u003Cul>\u003Cli>“\u003Ci>One issue… prevented me from even testing the platform with clients… This took them almost two months [to fix].\u003C/i>”\u003C/li>\u003C/ul>\u003Cp>Agile agencies need issues solved in days, not quarters. If fast and friendly support is a priority, every Whatagraph plan comes with a dedicated Customer Success Manager who is your go-to person for anything you may need. \u003C/p>\u003Cul>\u003Cli>“\u003Ci>Their support team blames the client… days to months go by… Most emails were ignored\u003C/i>.”\u003C/li>\u003C/ul>\u003Cp>A slow or defensive help desk turns small glitches into client-facing fire drills. \u003C/p>\u003Cp>\u003Cstrong>Guy’s bottom line for Databox:\u003C/strong> \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Run away from them and take them off your consideration list. Save money and a headache.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>He does, however, concede one genuine perk: \u003Ci>“It’s easy to embed a databoard into a third-party website or your own member portal.”\u003C/i> \u003C/p>\u003Cp>⚠️\u003Cstrong> Good UI, painful price\u003C/strong>\u003C/p>\u003Cp>Users like \u003Ca href=\"https://www.capterra.com/p/154024/Databox/reviews/SoftwareAdvice___6331522/\" target=\"_blank\" rel=\"noopener noreferrer\">Patrick J. on Capterra\u003C/a> like the interface but say value disappears once you add extra connectors or bump into plan limits. Several note they switched—​or persuaded peers to switch—​to cheaper platforms after the first renewal.\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Overpriced / Clunky / Terrible Customer Service. …So many better options out there than Databox. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>⚠️ \u003Cstrong>Customer support has lost its shine\u003C/strong>\u003C/p>\u003Cp>From once-stellar to “radio silence” is the recurring story: unanswered chats for a day (or more) and slow fixes when connectors misbehave. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-7852264\" target=\"_blank\" rel=\"noopener noreferrer\">Alan M. on G2\u003C/a> says:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Formerly they were the best out there…currently sitting on a query I made 24 hours ago …and this has been a familiar pattern over the last few months.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Agencies that live on deadlines flag this as a deal-breaker, especially when \u003Ca href=\"https://whatagraph.com/blog/articles/databox-alternatives-and-competitors\">Databox alternatives like Whatagraph\u003C/a> are specifically praised for fast, responsive, and warm customer support. \u003C/p>\u003Ch2>Feature Deep Dive #1: Databox Integrations\u003C/h2>\u003Cp>Stable integrations are the lifeblood of accurate, holistic reports. Does Databox hold up on that front? Let’s take a look.\u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>Databox offers 120+ out-of-the-box integrations, which is much more than what most other marketing reporting tools out there offer. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_integrations_e7d6f2d9d5.png\" alt=\"Databox integrations - Integrations grid showing popular marketing and analytics tools.\">\u003C/p>\u003Cp>However, more niche integrations, like SE Ranking for SEO and AppsFlyer, are not available. (But they \u003Ci>are \u003C/i>\u003Ca href=\"https://whatagraph.com/integrations\">available on Whatagraph\u003C/a>.)\u003C/p>\u003Ch3>Can you connect custom APIs or upload offline data?\u003C/h3>\u003Cp>Yes. Beyond the 120+ native connectors (GA4, HubSpot, Shopify, Meta Ads, Stripe, Xero, etc.), Databox gives you three DIY routes:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>REST API/Push API\u003C/strong>: Send any JSON payload—great for product-usage events, warehouse tables, or revenue data living outside mainstream apps. SDKs in Python, JS, PHP, etc., speed up the plumbing. This is more suitable if you have an in-house developer or team. \u003C/li>\u003Cli>\u003Cstrong>Google Sheets/Excel\u003C/strong>: Map columns to metrics, auto-refresh on sheet update. Handy for one-off survey results or monthly P&L numbers without writing code.\u003C/li>\u003Cli>\u003Cstrong>CSV uploads\u003C/strong>: Good for once-a-month offline numbers, but they won’t auto-sync.\u003C/li>\u003C/ol>\u003Cp>If you plan on going deep into \u003Ca href=\"https://databox.com/databox-for-developers\" target=\"_blank\" rel=\"noopener noreferrer\">Databox for Developers\u003C/a>, there’s a wrinkle I found in the r/databox subreddit:\u003C/p>\u003Cp>The official Python SDK won’t install, and even raw requests calls never surface as metrics. Docs are “bare-bones,” and \u003Ca href=\"https://www.reddit.com/r/databox/comments/1g5d450/databox_python_sdk_will_not_install_push_isnt/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">user Tambre14 couldn’t find an engineer to help\u003C/a>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_subreddit_help_baee6e222f.png\" alt=\"Datadox Subreddit Help - Reddit post asking for help with the databox python SDK.\">If you rely on this route, be ready for DIY troubleshooting; community support is thin, and the vendor team may be slow to step in. \u003C/p>\u003Cp>Agencies without in-house developers might find a spreadsheet connector—or a platform like Whatagraph that doesn’t require code for custom data—safer.\u003C/p>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>Agencies juggling dozens of Meta or LinkedIn ad accounts report periodic “reauth needed” pop-ups—​a token expires, charts go blank, and someone has to reconnect the account.\u003C/p>\u003Cp>When a connector breaks, all the metrics and templates using that connector also break, forcing manual repairs—\u003Ca href=\"https://www.capterra.com/p/154024/Databox/reviews/Capterra___6357024/\" target=\"_blank\" rel=\"noopener noreferrer\">one reason reviewers like Guy M.\u003C/a> walked away after two years of client headaches.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_revivew_broken_metrics_and_templates_9e9e1d6d59.png\" alt=\"A screenshot of Databox user review - Whatagraph\">\u003C/p>\u003Cp>The entire Databox platform seems to be unstable, making reports unreliable. \u003Ca href=\"https://www.capterra.com/p/154024/Databox/reviews/Capterra___4498507/\" target=\"_blank\" rel=\"noopener noreferrer\">One customer on Capterra\u003C/a> said \u003Ci>“there was a point where the platform was down for nearly 3 weeks in a row”\u003C/i>.\u003C/p>\u003Cp>That’s eternity in reporting time. You simply cannot afford to wait for 3 days, let alone 3 weeks, to get an accurate report—and your clients can’t either. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_review_outages_f1c9cab8d9.png\" alt=\"A screenshot of Databox user review - Whatagraph\">Meanwhile, Whatagraph \u003Ci>runs \u003C/i>on reliability. Our native integrations are regularly maintained by our Engineering team, so they stay stable and seamless.\u003C/p>\u003Cp>Here's proof from a happy customer:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author]Tanja Keglić, Performance Marketing Manager at Achtzehn Grad[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">\u003Ci>Read the full story here.\u003C/i>\u003C/a>\u003C/p>\u003Cp>But what’s even better — we have an SOS alert that will wake up our engineers (even if it’s 3 am where they are) to act on system outages, if there are any. \u003C/p>\u003Cp>Our engineers (literally) sleep with their laptop, so you can sleep soundly knowing your reports will be there the next day. \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Databox’s connector breadth is still a win, but the custom-data path isn’t plug-and-play. Factor in extra developer time (or a fallback tool) if your reporting hinges on the Push API or SDKs.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #2: Databox Ease of Use\u003C/h2>\u003Cp>“Ease of use” is about how many steps it takes to go from blank slate to live dashboard, how quickly you can onboard a new teammate, and whether you can tweak a report without calling in IT.\u003C/p>\u003Cp>So what does “easy” really look like when you’re building, editing, and sharing dashboards all day? Let’s unpack Databox in this area.\u003C/p>\u003Ch3>Are there ready-to-use templates and drag-and-drop features?\u003C/h3>\u003Cp>Databox sells itself on “DIY dashboards in minutes.”\u003C/p>\u003Cp>Databox comes stocked with hundreds of pre-built dashboards and slide-style report templates—everything from Google Ads and Shopify to executive KPI overviews. \u003C/p>\u003Cp>You simply pick a layout, drag in your metrics, and voilà! A polished board with zero coding.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_dashboard_ecd16037ef.png\" alt=\"\">The drag-and-drop designer lets you add or resize charts, change visualization types, and color-code numbers by clicking a floating toolbar. \u003C/p>\u003Cp>But these templates live on a fixed grid, so if you want free-form layouts or precise pixel tweaks, you’ll bump into the edges fast.\u003C/p>\u003Ch3>Is everything housed in one reporting environment?\u003C/h3>\u003Cp>On the left rail, you’ll find Databoards, Reports, Goals, Alerts, and Benchmarks—all under one roof. \u003C/p>\u003Cp>Beyond full-fledged dashboards and slide reports, Databox offers “Scorecards”: compact, single-metric cards you pin to a high-level view or mobile home screen.\u003C/p>\u003Cp>Once you learn the sidebar, you’ve learned the whole app. No context-switching or hidden sub-apps.\u003C/p>\u003Cp>But as a new user, I did find that some actions are more of an “Easter-egg hunt”: for example, cloning a board or editing goals. The consistent UI is powerful, but it hides less-used functions in nested menus.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_home_03c97b0f74.png\" alt=\"Databox Home - Databoards interface with charts, data, and user options.\">\u003C/p>\u003Ch3>How easy and fast is editing dozens of reports?\u003C/h3>\u003Cp>You can clone a client dashboard in seconds—just swap in the new data sources and you're good to go.\u003C/p>\u003Cp>This makes it easy for agencies to build one report template and reuse it across multiple clients.\u003C/p>\u003Cp>But here’s the catch: there’s no true master template. If you make changes to a chart later, you’ll have to update each individual dashboard manually.\u003C/p>\u003Cp>That’s fine for a few clients, but gets tedious fast when you're managing 10, 20, or more.\u003C/p>\u003Cp>In Whatagraph, you \u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">\u003Cstrong>build one master report template\u003C/strong>\u003C/a> (complete with widgets, layouts, branding, etc.) and then “link” every client report back to that master. \u003C/p>\u003Cp>From then on, any change you make to the master—whether it’s swapping a chart, adjusting a date filter, or tweaking your brand colors—\u003Ci>automatically\u003C/i> flows through to every single linked report.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/linked_reports_d7571b90eb.gif\" alt=\"Linked Reports - Web dashboard with charts and folder icons, text fields and menu items.\">\u003C/p>\u003Cp>But in Databox, you clone a dashboard or report and then each clone is independent. If you later adjust a KPI widget or change a color, you have to go into each copy and make the same edit over and over. \u003C/p>\u003Cp>Whatagraph’s linked templates feature side steps that repetitive work. One edit, thousands of reports stay in sync. See how:\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https://www.loom.com/embed/8dab10a32da9435aa71057c1806f6bef?sid=c219eb84-d9f1-47c0-aca5-ec45911221ce\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp> \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Databox nails the “zero-to-dashboard” promise with drag-and-drop templates and a single, unified UI. But bulk tweaks and free-form layouts still demand extra manual work.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #3: Data Organization, Filtering, and Blending\u003C/h2>\u003Cp>Connecting all your tools is just step one. The real work comes when you need to decide what to see, how to slice it, and whether you can merge data from different sources without chaos. \u003C/p>\u003Cp>Let’s look at how Databox organizes your metrics, applies filters, and blends data—and where it hits its limits.\u003C/p>\u003Ch3>Can you blend data easily or create custom metrics and dimensions?\u003C/h3>\u003Cp>You can create custom metrics on Databox using a tool called “Metric Builder”.\u003C/p>\u003Cp>It lets you stitch together data from multiple sources—think CAC = Ad Spend ÷ New Customers across your ad platforms and CRM. You can also define custom dimensions (e.g., “lead source”) and apply basic arithmetic or date logic.\u003C/p>\u003Cp>But while the Metric Builder is powerful in some ways, it’s not a free-for-all.\u003C/p>\u003Cp>For most data sources, Databox only lets you choose \u003Cstrong>one dimension per custom metric\u003C/strong>. That means if you want to analyze performance by both \u003Ci>channel\u003C/i> and \u003Ci>device\u003C/i>, you’ll need to create separate metrics for each. (Google sources like GA4 are a rare exception—you \u003Ci>can\u003C/i> use multiple dimensions there.)\u003C/p>\u003Cp>The workaround is to:\u003C/p>\u003Col>\u003Cli>Build your base metric (e.g., \u003Ci>Sessions by Campaign\u003C/i>).\u003C/li>\u003Cli>Duplicate it.\u003C/li>\u003Cli>Swap the dimension (now it’s \u003Ci>Sessions by Country\u003C/i>).\u003C/li>\u003Cli>Save and repeat for every other slice.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Databox_metric_builder_1ce3118e28.gif\" alt=\"\">\u003C/p>\u003Cp>Databox \u003Ci>technically\u003C/i> supports blended data via “Calculated metrics”. You can take metrics from multiple platforms and combine them into a single formula (like Total Ad Spend from Facebook + Google + LinkedIn). This works well for basic aggregations.\u003C/p>\u003Cp>But it doesn’t offer true data model-level blending. You can’t join multiple sources on a shared dimension like “Campaign Name” or “Lead ID” and then slice results by performance, conversions, or channel. If you're used to data joins, pivot tables, or lookups, this might feel limiting.\u003C/p>\u003Cp>These two features are great, if your data needs are simple. But once you start juggling multiple platforms, dimensions, and clients, the limitations add up quickly.\u003C/p>\u003Cp>In fact, a \u003Ca href=\"https://www.reddit.com/r/shopify/comments/1d51ase/in_search_of_the_best_analytics_platform_heap/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">Reddit poster in r/shopify\u003C/a> flags their frustration with Databox for the limitations in data blending and transformation:\u003C/p>\u003Cp>“\u003Ci>We tried AgencyAnalytics and DataBox but kept hitting roadblocks. The data was inaccurate, limited, or simply didn’t exist.\u003C/i>”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_negative_reddit_review_52c94fc459.png\" alt=\"Databox Negative Reddit Review - Reddit post about negative experiences with Databox\">\u003Cbr>\u003Ca href=\"https://www.capterra.com/p/154024/Databox/reviews/Capterra___6361068/\">Hidde O. on Capterra\u003C/a> also warns that Databox is “\u003Ci>very expensive for a dashboard full of wrong KPIs.\u003C/i>”\u003C/p>\u003Cp>They add:\u003C/p>\u003Cp>“\u003Ci>The most simple calculations are wrong too often...I can not rely on the data and have to still manually calculate\u003C/i>.”\u003C/p>\u003Cp>If you want accurate marketing data for better decisions, Whatagraph delivers. You can\u003Cstrong> create unlimited data blends, custom metrics, and custom dimensions on ALL our pricing plans\u003C/strong>, and for all your data sources. (Yep, including a \u003Ca href=\"https://whatagraph.com/integrations/shopify\">reliable Shopify integration\u003C/a>.)\u003C/p>\u003Cp>Unlike Databox, which restricts you to one dimension per custom metric (unless you’re using Google tools), \u003Cstrong>Whatagraph lets you go further with true cross-platform unification\u003C/strong>—thanks to our \u003Ca href=\"https://whatagraph.com/organize\">\u003Cstrong>Organize\u003C/strong>\u003C/a> feature.\u003C/p>\u003Cp>With Organize, you can:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Create your own custom dimensions\u003C/strong> across different platforms (e.g. unify device names from Facebook Ads and Google Ads).\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>Apply transformation rules\u003C/strong> using either:\u003Cul>\u003Cli>\u003Ci>Name unification\u003C/i> (standardizing inconsistent field names), or\u003C/li>\u003Cli>\u003Ci>Conditions\u003C/i> (e.g. different campaigns have one name “Retargeting” – combine them).\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Unify_campaign_names_on_Whatagraph_0d16a23e02.png\" alt=\"Unify campaign names on Whatagraph - Whatagraph\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Use these new dimensions across all reports\u003C/strong>, not just within a single data source.\u003C/li>\u003C/ul>\u003Cp>This means you can finally get consistent naming and segmentation across your data, without needing workarounds or manual edits.\u003C/p>\u003Cp>You can find more use-cases of custom dimensions, metrics, and blends 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>And while Databox lets you simulate blending with formulas like \"Facebook Ads Cost + Google Ads Cost = Total Ad Spend,\" you can’t join sources on shared fields like Campaign Name or Date.\u003C/p>\u003Cp>Whatagraph, on the other hand, supports \u003Ca href=\"https://help.whatagraph.com/en/articles/8926666-how-to-create-and-use-data-blends\">\u003Cstrong>true data blending\u003C/strong>\u003C/a>. You can:\u003C/p>\u003Cul>\u003Cli>Select multiple data sources.\u003C/li>\u003Cli>Choose shared join keys like \u003Ci>Date\u003C/i> or \u003Ci>Campaign ID\u003C/i>.\u003C/li>\u003Cli>Use \u003Ci>full outer joins\u003C/i> to create comprehensive, multi-source datasets.\u003C/li>\u003Cli>Add those blended views directly into your widgets—without having to screenshot anything or duplicate metrics manually.\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\">So if you're tracking campaigns that run across Meta, Google, and TikTok, you can build a single performance overview with unified dimensions and KPIs, all joined and aligned.\u003C/p>\u003Cp>The best part? You can create these custom blends, metrics, and dimensions \u003Ci>\u003Cstrong>all inside of your report\u003C/strong>\u003C/i> — you don’t even need to go into a separate workspace to set them up. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Create_data_blends_5b9bbc2f7f.png\" alt=\"Create Data Blends - Cross channel options for blended sources, create new highlighted.\">\u003C/p>\u003Cp>Also, on Databox, if you're managing 15 Google Ads accounts, you need to build (or duplicate) metrics and widgets 15 times.\u003C/p>\u003Cp>In Whatagraph, you can just \u003Cstrong>create a \u003C/strong>\u003Ca href=\"https://help.whatagraph.com/en/articles/9971629-what-are-source-groups-and-how-to-create-them\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Source Group\u003C/strong>\u003C/a>.\u003C/p>\u003Cp>This lets you:\u003C/p>\u003Cul>\u003Cli>Combine multiple data accounts under one metric (e.g. all your Google Ads clients into a “Google Ads Aggregate”).\u003C/li>\u003Cli>Avoid manually duplicating reports or formulas.\u003C/li>\u003Cli>Apply transformations and filters across the group all at once.\u003C/li>\u003C/ul>\u003Cp>Say you’re running ad campaigns on Google Ads, LinkedIn Ads, and Facebook Ads. And you want to see the total ad spend on all three channels.\u003C/p>\u003Cp>On Whatagraph, you can simply create a single “Source Group” that combines all three in literal seconds, and show the total ad spend in your report:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Total_ad_spend_8ef3e1ef80.png\" alt=\"Total Ad Spend - A box showing total ad spend of €146,582.43, down -24.24%.\">\u003C/p>\u003Cp>\u003Ci>(See this widget? You can fully customize it…like writing the title and descriptions, changing the icons, changing the currency, and more.)\u003C/i>\u003C/p>\u003Cp>Find out more about Source Groups in this video:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/z6vJ_NQ3JMU\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/z6vJ_NQ3JMU\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>What kind of filtering can you do in Databox?\u003C/h3>\u003Cp>\u003Ca href=\"https://help.databox.com/can-i-filter-a-databoard-by-dimension\" target=\"_blank\" rel=\"noopener noreferrer\">According to their documentation\u003C/a>, Databox puts filtering power in two places—at build time and per widget:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Dimensional Metrics at build time\u003C/strong>: When you drag a metric onto your canvas, you can choose one dimension to slice by campaign, country, ad, device—you name it. That selection locks in your Databoard view.\u003C/li>\u003Cli>\u003Cstrong>Widget-level filters\u003C/strong>: On any chart or scorecard, you can further filter by date range, channel, or even a custom dimension you defined in the Metric Builder.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>But here’s the catch\u003C/strong>: Once your board is live, you can’t swap that chosen dimension on the fly. \u003C/p>\u003Cp>Say you build a “Top 5 campaigns” view. Viewers can’t flip it to “Top 5 countries” without you updating the dashboard. Databox does let you request dynamic dimension switching, but for now, it remains a design-time setting only.\u003C/p>\u003Cp>So in practice, you get solid per-widget and overall time filtering, plus one locked-in dimension per board. \u003Cstrong>Just don’t expect real-time pivoting until they unlock that feature\u003C/strong>…\u003C/p>\u003Cp>We seem to have hit a wall with Databox’s functionality for business intelligence. \u003C/p>\u003Cp>Whatagraph gives you and your audience full control: any viewer can swap dimensions or metrics on the fly from the Data drawer, and source-level filters let you apply a single filter across the entire report in one click:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Source_filter_91716dd22e.gif\" alt=\"Source Filter - \">\u003C/p>\u003Ch3>How can you manage clients on Databox?\u003C/h3>\u003Cp>Databox structures agencies around client accounts. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/create_client_account_on_databox_b87a9ce6d8.png\" alt=\"Create Client Account - Dialog box with client name, website, and account manager fields.\">\u003C/p>\u003Cp>\u003Ca href=\"https://help.databox.com/create-a-client-account\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>Each one is a siloed workspace you spin up under your main agency login. Here’s the lowdown:\u003C/p>\u003Cul>\u003Cli>Agencies can create as many client workspaces as needed, with no cap on the number of accounts, which is pretty neat.\u003C/li>\u003Cli>Agency Admins and Account Managers inherit full control in each client account. You can toggle on Client User access, invite client stakeholders as Viewers, and even trial higher-tier features for 14 days without charging their card.\u003C/li>\u003Cli>Embed live dashboards via iframe, generate branded share links, or let clients log into their standalone portal—complete with your logo, custom domain, and mobile/TV app access.\u003C/li>\u003Cli>Every client workspace is independent. Date filters, dimension picks, and layout tweaks must be applied per account. Bulk edits across dozens of clients still require manual work or external tooling.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Heads up\u003C/strong>: Data sources connect at the client-account level, not agency level. If you hook GA4 or Facebook Ads into five client accounts, that counts as five \u003Ci>paid \u003C/i>connectors unless you’re on Premium.\u003C/p>\u003Cp>Let’s pause here for a minute. \u003C/p>\u003Cp>\u003Cstrong>When Monday morning hits and you need to tweak a date filter or logo across twenty client dashboards, do you \u003C/strong>\u003Ci>\u003Cstrong>really\u003C/strong>\u003C/i>\u003Cstrong> want to click into twenty separate workspaces?\u003C/strong>\u003C/p>\u003Cp>With Whatagraph’s linked templates and global filters, a single change syncs across all your reports in one shot, slashing hours of manual updates each week.\u003C/p>\u003Cp>What does this look like in action?\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Folder-based reports\u003C/strong>: Organize by client, campaign, or any category. No separate accounts needed; all reports live under one agency umbrella.\u003C/li>\u003Cli>\u003Cstrong>Live links and custom domain\u003C/strong>:\u003Cstrong> \u003C/strong>Share dynamic, interactive reports that clients can explore (including adjusting date ranges) under your brand, no add-on required. \u003C/li>\u003Cli>\u003Cstrong>Overview and source filters\u003C/strong>: Use the Overview feature to monitor all clients in one dashboard, and apply filters across every report instantly. \u003C/li>\u003Cli>\u003Cstrong>Unlimited data sources\u003C/strong>: Connect as many tools or client profiles as you like at no extra cost. \u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s&t=1s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s?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>As far as client management goes, another Databox feature bears mentioning. \u003C/p>\u003Cp>\u003Cstrong>See that blue “Subscribe Client” button? \u003C/strong>\u003C/p>\u003Cp>Basically, each client workspace piggy-backs on your main agency subscription—using up your connectors, seats, and refresh cycles. \u003C/p>\u003Cp>If you “Subscribe Client,” you’ll move that client onto their own \u003Ci>paid\u003C/i> Databox plan (so their data usage stops counting against your agency quota), and—because you’re a registered Solutions Partner—you’ll earn a 30% commission on that new subscription.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_subscribe_client_button_adff08953e.png\" alt=\"Subscribe Client Button - Client subscription options, including explanation popup and switch account button.\">Now, this is a good incentive for \u003Ci>you\u003C/i> to offload your costs, but what does it mean for your client’s user experience? \u003C/p>\u003Cp>Splitting each client onto its own plan fragments your reporting ecosystem—and their billing.\u003C/p>\u003Cp>You risk:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Losing one-click cross-client dashboards\u003C/strong> (each subscription lives in its own silo).\u003C/li>\u003Cli>\u003Cstrong>Adding administrative overhead\u003C/strong> (setting up, tracking, and reconciling multiple invoices).\u003C/li>\u003Cli>\u003Cstrong>Increasing client friction\u003C/strong> when asking them to sign up—and pay—for a separate account.\u003C/li>\u003C/ul>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Databox gives you unlimited, branded client dashboards for clear account separation—but every new connector and dashboard tweak has to be done workspace by workspace, adding manual work and extra connector fees.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #4: Databox Reports and Dashboards\u003C/h2>\u003Cp>Customizable dashboards and reports let you spotlight the metrics that matter, align every chart to your brand, and deliver insights in the exact format your team needs. \u003C/p>\u003Ch3>How are reports built (templates vs. custom)?\u003C/h3>\u003Cp>Databox offers two main report styles:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Slide-deck templates\u003C/strong>: Pre-configured presentation layouts (think “Marketing Overview,” “Sales Performance,” etc.) that you drop your live widgets into. Each slide remains interactive in the web view—hover over a chart to see details—even though it looks and feels like a deck.\u003C/li>\u003Cli>\u003Cstrong>Blank-canvas reports (beta)\u003C/strong>: A more flexible, pageless format where you can stack cards, charts, and text blocks without the strict slide boundaries. This is still evolving, but it gives you a taste of free-form report design.\u003C/li>\u003C/ul>\u003Cp>I test-drove both.\u003C/p>\u003Cp>First up: the slide decks make me feel like I’m trapped in Microsoft PowerPoint. Now, this may very well be a personal preference, but I find the user experience limited in what it can offer:\u003Cstrong> I wish it were more \u003C/strong>\u003Ci>\u003Cstrong>intuitive\u003C/strong>\u003C/i>\u003Cstrong>. \u003C/strong>\u003C/p>\u003Cp>And I know that’s a vague request, but compared to Whatagraph, here’s what I mean:\u003C/p>\u003Cul>\u003Cli>You snap to a grid instead of freely stretching or overlapping elements. And if you want to reorder slides, you’re forced into a vertical thumbnail list with no drag-and-drop preview.\u003C/li>\u003Cli>Whatagraph renders edits on the fly. Move a slider, change a filter, and see the live result instantly. Databox often needs a manual “refresh” or drag handle reposition before you spot layout issues.\u003C/li>\u003Cli>In Whatagraph, you click directly on the canvas, start typing, or hit “/” to pull up charts, text, or images. No tiny plus menus hiding in a corner.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_slide_decks_0d20ea402b.png\" alt=\"Databox Slide Decks - Presentation interface showing \">\u003C/p>\u003Cp>Next up is the new “Page” format. Databox has recently rolled this out, and there are some bugs to sort through.\u003C/p>\u003Cp>I can’t help but feel like I’m once again trapped in Microsoft's ecosystem—this time, Word. \u003C/p>\u003Cul>\u003Cli>Elements still snap to an invisible grid, so you can’t overlap or freely position items.\u003C/li>\u003Cli>\u003Cstrong>These are my “early adopter” report bugs\u003C/strong>: occasional layout shifts, widgets disappearing until you refresh, and autosave hiccups.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_pages_view_f7e028a959.png\" alt=\"Databox Pages View - A screenshot showing a report editor with editing options and a data story dropdown menu.\">\u003C/p>\u003Cp>I do, however, like the “Add Data Story” option that has color-coded options for auto-filling the status based on the metric performance. \u003C/p>\u003Cp>\u003Cstrong>When I say I want to use an “intuitive” reporting tool, I use Whatagraph as my North Star because:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You just click on the blank canvas and pick “Chart,” “Metric,” or “Text.” No hidden menus.\u003C/li>\u003Cli>Drag a widget to any spot, resize it however you like, and even layer widgets on top of each other.\u003C/li>\u003Cli>The settings panel stays open on the right. Change your data, filters, or colors and see updates instantly.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_drap_and_drop_606a152682.gif\" alt=\"Whatagraph Drap And Drop - Interface with a new report and drag and drop widgets.\">\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Try the difference for yourself\u003C/a> and your team today.\u003C/p>\u003Ch3>What can you \u003Ci>actually\u003C/i> customize?\u003C/h3>\u003Cp>With Databox’s paid \u003Ca href=\"https://help.databox.com/how-to-white-label-databox\" target=\"_blank\" rel=\"noopener noreferrer\">white-label add-on\u003C/a>, you can swap logos, host dashboards on your own domain, and send branded emails. \u003C/p>\u003Cp>\u003Cstrong>But it’s an extra cost, only applies a single theme across each dashboard (no per-widget styling), and demands DNS/email setup and maintenance.\u003C/strong>\u003C/p>\u003Cp>Here are some other things you can customize:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Chart types and sizing\u003C/strong>: Swap bar, line, pie, funnel, or scorecard widgets and drag to reshape.\u003C/li>\u003Cli>\u003Cstrong>Grid and spacing\u003C/strong>: Adjust the number of columns and row heights.\u003Ci> But \u003C/i>widgets still snap to the grid.\u003C/li>\u003Cli>\u003Cstrong>Text blocks and annotations\u003C/strong>: Insert rich-text blocks alongside charts for context or commentary.\u003C/li>\u003C/ul>\u003Cp>This is a verified review by \u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-8006876\" target=\"_blank\" rel=\"noopener noreferrer\">Collin G. from April 2023 on G2\u003C/a>:\u003C/p>\u003Cp>“\u003Ci>The data visualization options could use more customization options, particularly with text editing. It's great for basic live dashboards, but we struggle to use this for complete reports because it doesn't give us much of an option for complete analysis.\u003C/i>”\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/G2_databox_review_ad89314be3.png\" alt=\"G2 Databox Review - Customer review of Databox, highlighting likes and dislikes.\">\u003C/figure>\u003Cp>Another one \u003Ca href=\"https://www.capterra.com/p/154024/Databox/reviews/Capterra___4872518/\" target=\"_blank\" rel=\"noopener noreferrer\">from Capterra, also from 2023\u003C/a>:\u003C/p>\u003Cp>“\u003Ci>Negative points are the complexity of configuring the indicators, the lack of text formatting options and the limitation of the free plan.\u003C/i>”\u003C/p>\u003Cp>These reviews, dated two years ago, would be considered quite old in the software world. So, I decided to take the \u003Ci>exact \u003C/i>pain points around customization and put Databox to the test.\u003C/p>\u003Cp>Does the software stack up better in 2025?\u003C/p>\u003Cul>\u003Cli>Those “too white” and “zero text options” complaints have largely been addressed. Databox introduced Dark Mode, so that takes care of the previously “hard to read” data.\u003C/li>\u003Cli>But Databox’s styling controls still live at the dashboard level, not per widget, and there’s no way to save or upload your own chart palettes.\u003C/li>\u003Cli>You’re also limited to the four built-in color schemes. Want your brand gradient or a purpose-built palette for a client? You can’t save it. You’d need to manually recolor each chart every time.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_limited_customization_6674d4cee2.png\" alt=\"Databox Limited Customization - Datadashboard interface with data visualization options.\">\u003C/p>\u003Cp>\u003Cstrong>If you don't want a ceiling on your customization\u003C/strong>, a tool like Whatagraph might be a better option for you.\u003C/p>\u003Cp>We let you define and save custom themes—and even style widgets independently—so you can apply your exact brand colours or emphasize specific data points at a glance.\u003C/p>\u003Cp>\u003Cstrong>You get full branding control at the global, report, and widget levels.\u003C/strong> Plus, custom domains and email templates out of the box—so every report is instantly on-brand without DNS hacks or add-on costs.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_custom_branding_92d7f470b5.gif\" alt=\"whatagraph custom branding.gif\">\u003C/p>\u003Ch3>Are the dashboards interactive or static displays on Databox?\u003C/h3>\u003Cp>In the web and mobile apps, Databox dashboards are fully interactive: you can hover over charts for tooltips, click data points to drill into underlying numbers, and use the date picker or widget filters without leaving the board. \u003C/p>\u003Cp>\u003Cstrong>Heads up\u003C/strong>: Static exports are locked down—reports in inboxes or on shared drives can’t be interacted with, potentially leading to version mismatches if your live or real-time data moves on.\u003C/p>\u003Ch3>What are your sharing options (and how automated/efficient are they)?\u003C/h3>\u003Cp>Databox lets you distribute your dashboards and reports in five main ways—each with its own level of automation and flexibility:\u003C/p>\u003Col>\u003Cli>Create internal (login-required) or public URLs, lock them down with passwords or IP restrictions. Live dashboards update automatically—but you have to push the link yourself.\u003C/li>\u003Cli>Send JPG or PDF snapshots on any cadence (daily, weekly, monthly) or drop them into Slack channels. Once set up, they fire on autopilot—though recipients can’t drill into the data.\u003C/li>\u003Cli>Define KPI thresholds and let Databox ping your team via email or Slack the moment something needs attention. Great for real-time guardrails, with zero manual monitoring.\u003C/li>\u003Cli>Embed a live dashboard iframe in your intranet or client portal. Or stream full-screen to an office TV.\u003C/li>\u003Cli>Pull your dashboard data programmatically in JSON or CSV. Build custom workflows or push data into other tools on your own schedule.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/share_on_databox_8f5e9fa5ac.png\" alt=\"Here's the alt text for the image:\n\nShare On Databox - \">\u003C/p>\u003Cp>There’s a healthy mix of hands-free recurring reports, interactive and static options, and set-and-forget embeds. \u003C/p>\u003Cp>The Slack export is a particularly great feature to keep everyone looped in within the communication channels they prefer.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Schedule_a_snapshot_c5a4d5de5c.png\" alt=\"\">\u003C/p>\u003Cp>While we don’t (yet!) stream to TV or post snapshots to Slack, our automation suite gives you full end-to-end control over every delivery:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Pre-send review\u003C/strong>: Hold each report for your sign-off—if you don’t approve it, it never lands in your client’s inbox.\u003C/li>\u003Cli>\u003Cstrong>Error pausing\u003C/strong>: Automatically detect missing or malformed data and pause the send-out until you’ve addressed the issue.\u003C/li>\u003Cli>\u003Cstrong>Delivery confirmations\u003C/strong>: Opt in for a “report sent” notification so you know exactly when reports hit inboxes.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_automate_send_report_1e1d302baa.png\" alt=\"Whatagraph Automate Send Report - Screenshot of report automation settings with dropdowns and checkboxes.\">\u003C/figure>\u003Ch3>What about AI features for insights?\u003C/h3>\u003Cp>Databox’s Generative AI Performance Summaries let you auto-generate plain-language commentary and recommendations right alongside your metrics, goals, and dashboards.\u003C/p>\u003Cp>\u003Cstrong>But, you \u003C/strong>\u003Ci>\u003Cstrong>only\u003C/strong>\u003C/i>\u003Cstrong> get access if you’re on the Growth or Premium plan.\u003C/strong>\u003C/p>\u003Cp>Also, there are quota limits, as per their \u003Ca href=\"https://help.databox.com/overview-databoxs-generative-ai-1\" target=\"_blank\" rel=\"noopener noreferrer\">documentation updated on March 14th, 2025\u003C/a>.\u003C/p>\u003Cp>For example, Agency accounts get 6,000 summaries monthly, 800 summaries daily per account, and 100 summaries daily per user.\u003C/p>\u003Cp>Hitting your daily limit? Wait until 12 AM UTC for the counter to reset.\u003C/p>\u003Cp>Hitting your monthly cap? You’ll be blocked until day 1 of the next month.\u003C/p>\u003Cp>At Whatagraph, we know innovation isn't optional and shouldn’t be locked behind premium paywalls. \u003Cstrong>ALL our plans come with our latest AI features, including the \u003C/strong>\u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-ai-chatbot\">\u003Cstrong>AI chatbot\u003C/strong>\u003C/a>\u003Cstrong> and \u003C/strong>\u003Ca href=\"https://help.whatagraph.com/en/articles/10260602-ai-generated-summaries-in-text-widgets\">\u003Cstrong>AI-generated summaries in text widgets\u003C/strong>\u003C/a>\u003Cstrong>.\u003C/strong>\u003C/p>\u003Cp>The great thing about our AI chatbot is its ability to talk to you—to not just summarize, but to pull relevant data, results, and key metrics you would’ve otherwise been digging for in 10 different reports. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/helpful_whatagraph_AI_8a35711d72.gif\" alt=\"\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Databox delivers live, interactive slide-decks and pageless reports in minutes—complete with embeds, scheduled exports, and AI summaries on Growth/Premium—but you’re boxed into grid layouts, limited styling, and static PDFs unless you upgrade or hack around its add-ons.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #5: Databox Security\u003C/h2>\u003Cp>Databox takes security seriously. \u003C/p>\u003Ch3>How do they approach data encryption?\u003C/h3>\u003Cp>Databox encrypts all in-transit data with \u003Cstrong>TLS 1.2+\u003C/strong> and protects everything at rest using \u003Cstrong>AES-256\u003C/strong> on AWS servers. Their microservices run in isolated Docker hosts within AWS VPCs, and each instance enforces host-level firewalls and intrusion-detection systems.\u003C/p>\u003Cp>\u003Cstrong>But note that their “\u003C/strong>\u003Ca href=\"https://help.databox.com/data-sync-storage-security-in-databox\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>pursuit of SOC 2 certification is being evaluated for 2025.\u003C/strong>\u003C/a>\u003Cstrong>”\u003C/strong>\u003C/p>\u003Ch3>Are they covering GDPR basics?\u003C/h3>\u003Cp>Yes. \u003C/p>\u003Cp>Databox provides a Data Processing Addendum with EU Standard Contractual Clauses, supports user rights (access, correction, deletion), and stores data only in GDPR-compliant AWS data centers. Daily encrypted backups and a strict seven-to-30-day retention policy ensure you can fulfill data-subject requests.\u003C/p>\u003Ch3>Can you control who sees what (role-based access)?\u003C/h3>\u003Cp>You get three built-in roles—\u003Cstrong>Admin\u003C/strong>, \u003Cstrong>Editor\u003C/strong>, \u003Cstrong>Viewer\u003C/strong>—plus \u003Cstrong>widget-level locks\u003C/strong> on key metrics. \u003C/p>\u003Cp>Two-factor authentication is available on all paid plans, and detailed activity logs track user actions and login history. Critical credentials are stored in encrypted vaults, with access granted on a need-to-know basis.\u003C/p>\u003Ch3>What about single sign-on (SSO)?\u003C/h3>\u003Cp>Databox supports \u003Cstrong>Google and Microsoft SSO\u003C/strong> across all paid tiers. For SAML-based enterprise identity providers, you’ll need the Premium plan or the Advanced Security add-on.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Databox delivers enterprise-grade security—TLS/AES-256 encryption, GDPR-compliant hosting, granular role controls, and SSO options—though some advanced identity and logging features require higher-tier plans or add-ons.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #6: Databox Customer Support\u003C/h2>\u003Cp>Even the sleekest dashboard hits a wall if you can’t get help when things go sideways. So, how consistent, helpful, and fast is Databox’s support in real-world use? Let’s dig into the details.\u003C/p>\u003Ch3>Is there a dedicated Customer Success Manager (CSM)?\u003C/h3>\u003Cp>Yes—but only if you’re on Growth or Premium, you’re assigned a CSM who helps onboard your team, reviews your KPIs, and offers strategic check-ins. Lower tiers rely on self-service resources and group support channels.\u003C/p>\u003Cp>If you’re a Whatagraph customer, you’re guaranteed a dedicated Customer Success Manager on EVERY plan. \u003C/p>\u003Cp>\u003Cstrong>Our customer service is why users like \u003C/strong>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Patrick Cronin\u003C/strong>\u003C/a>\u003Cstrong> LOVE us:\u003C/strong>\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>…they not only take continuous feedback and add new features based on it but one time they went way above and beyond for our agency and completely re-worked their API so we could get some specific valuable data in our reports. Don't think I've ever seen a software willing to go so above and beyond…\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Is there quick live chat?\u003C/h3>\u003Cp>Yes. And they seemed to have stepped up their game, too. I put in a simple “how-do-I” request, and was put in touch with a real person in under a minute.\u003C/p>\u003Cp>\u003Cstrong>However, as soon as you mention upgrading to a paid plan, the focus seems to shift entirely from helping the user to selling the upgrade.\u003C/strong> I had to repeatedly say no before the representative backed down and actually helped me. \u003C/p>\u003Cp>This experience does seem to resonate with some users who left Databox for this exact sales aggression. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/databox-inc-databox/reviews/databox-review-8873545\" target=\"_blank\" rel=\"noopener noreferrer\">A user on G2\u003C/a> says:\u003C/p>\u003Cp>\u003Ci>“they sent me an email as my subscription payment method was declined due to a new card. The link in the email presented me with a box to enter my credit card details which I entered the new one and entered it. \u003C/i>\u003C/p>\u003Cp>\u003Ci>Then about 5 minutes later I recived a bill for $6,900 Australian dollars for a year! I never had a yearly subscription and they changed it without my concent in a very misleading and infact fraudulent way, without showing me\u003C/i>.”\u003C/p>\u003Cp>Granted, this review is from 2023, but the thread of once-good customer service seems to linger…\u003C/p>\u003Cp>“\u003Ci>The team had been helpful in the past.\u003C/i>”\u003C/p>\u003Ch3>What are the other ways to get help?\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Help Center and academy:\u003C/strong> Extensive how-tos, video tutorials, and best-practice guides.\u003C/li>\u003Cli>\u003Cstrong>Support tickets:\u003C/strong> Email-based case system for bugs or deep troubleshooting.\u003C/li>\u003Cli>\u003Cstrong>Databox Community:\u003C/strong> Peer chat for tips, and you can submit your own questions too!\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_community_fe93d5531b.png\" alt=\"Databoox Community - Databox community page with a search bar and a button labeled \">\u003C/p>\u003Cp>\u003Ca href=\"https://community.databox.com/\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Ch3>What are real users saying about their experience?\u003C/h3>\u003Cp>The consensus isn’t pretty.\u003C/p>\u003Cp>Praise for the support team is few and far between, with the majority mentions of their customer support speckled with phrases such as “unresponsive,” “pass along the blame,” “fraudulent,” and “dishonest.”\u003C/p>\u003Cp>A negative review here and there isn’t cause for alarm for any business, really. But as a decision maker, it’s important for you to pay attention to recurring themes. \u003C/p>\u003Cp>“\u003Ci>I emailed them about it like 10 times as well over the course of the month. Most emails were ignored.\u003C/i>” — Guy M. on G2\u003C/p>\u003Cp>“\u003Ci>I'm not sure what has happened with the customer support team at Databox but they are fairly unresponsive these days\u003C/i>.” — Alan M. on G2\u003C/p>\u003Cp>“\u003Ci>Ask to cancel/refund and was initially ignored. After reaching out again I was told there is nothing I can do and I'm locked in for another year. No offer of even a partial refund, especially given there was no useage. Pretty disappointed\u003C/i>.” — \u003Ca href=\"https://www.softwareadvice.com/bi/databox-profile/reviews/\" target=\"_blank\" rel=\"noopener noreferrer\">Rupert on Software Advice\u003C/a>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/databox_CON_1_f30bed1059.png\" alt=\"Datambox Con - Review with red box highlighting negative feedback on auto-renewal costs.\">\u003C/p>\u003Cp>Compare this to the reviews about Whatagraph’s customer support, and you can notice a huge difference. One customer who’s been with us for 7 years \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10926049\" target=\"_blank\" rel=\"noopener noreferrer\">called us\u003C/a> a “stellar group of people” — we’re pretty proud of this.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_customer_support_review_c1fbbe177e.png\" alt=\"Whatagraph customer support review.png\">\u003C/p>\u003Cp>And this quote from Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a> agency, sums up how “stellar” our customer support is:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author]Kim Strickland, Digital Marketing Specialist at Peak Seven[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>(Read how Kim saved 63 hours on reporting per month \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">\u003Ci>here\u003C/i>\u003C/a>\u003Ci>.)\u003C/i>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Databox reserves dedicated CSMs and near-instant chat for Growth/Premium plans, while lower tiers face upsell-heavy reps, slow or ignored tickets, and even billing headaches—making support hit-or-miss.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Cp>Want to see a deeper comparison between Whatagraph and Databox? Check out our \u003Ca href=\"https://whatagraph.com/blog/articles/databox-alternatives-and-competitors\">Databox alternatives\u003C/a> guide.\u003C/p>\u003Ch2>Final Verdict: When to Use Databox and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Databox if…\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You’re a small team or solo operator on a budget\u003C/strong>: The Free Forever and Starter plans (from $0–$47/month) let you stand up to three data sources with minimal spend.\u003C/li>\u003Cli>\u003Cstrong>Mobile-first, interactive dashboards matter most\u003C/strong>: If you need executives to check live KPIs on their phones or TVs, Databox’s native app and embeddable iframes deliver without extra setup.\u003C/li>\u003Cli>\u003Cstrong>You can tolerate occasional connector hiccups\u003C/strong>: Standard support and self-serve docs cover most issues, and slower response times don’t derail your internal reporting cadence.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Choose Whatagraph if…\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You’re an agency juggling dozens of clients\u003C/strong>: Unlimited, folder-based reports and linked templates mean one update syncs across every client dashboard—no more 20 separate workspaces or connector fees per account.\u003C/li>\u003Cli>\u003Cstrong>Brand control and deep customization drive value\u003C/strong>: From per-widget styling and custom chart themes to multi-level white-labeling and custom domains, you get full design freedom on every plan—no add-ons required.\u003C/li>\u003Cli>\u003Cstrong>Responsive, human support is non-negotiable\u003C/strong>: Every Whatagraph customer—regardless of plan—enjoys a dedicated Customer Success Manager, live chat, and priority ticketing, keeping client projects on track.\u003C/li>\u003Cli>\u003Cstrong>You need AI insights without surprise quotas\u003C/strong>: Our AI summaries and chatbot live in every plan, so you never hit hidden daily or monthly caps on narrative reports.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call with us today\u003C/a> and experience unlimited connectors, fully branded dashboards, and 24/7 expert support in action.\u003Cbr> \u003C/p>",{"id":879,"description":31,"items":880},368,[881,885,889],{"id":882,"question":883,"answer":884},1431,"What does Databox do?","\u003Cp>\u003Cspan style=\"color:#000000;\">Databox centralizes data from 120+ sources into live, shareable dashboards and reports. You build, customize, and automate KPI tracking, alerts, and AI-driven summaries all in one place.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Databox is a solid middle-ground between “DIY BI” (Looker Studio, Power BI) and agency-centric report builders (AgencyAnalytics, Whatagraph).\u003C/span>\u003C/p>",{"id":886,"question":887,"answer":888},1432,"Is Databox safe?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes. Databox employs enterprise-grade security across the board. Your data is safe.\u003C/span>\u003C/p>",{"id":890,"question":891,"answer":892},1433,"Is Databox worth it?","\u003Cp>\u003Cspan style=\"color:#000000;\">It depends on your needs:\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Yes\u003C/strong>, if you’re a small team or startup that needs to stand up live, mobile-friendly dashboards in minutes (even on the free tier), and can tolerate occasional connector hiccups and grid-based layouts.\u003C/span>\u003Cbr>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Maybe not\u003C/strong> if you’re an agency or large organization that demands pixel-perfect design, dependable multi-source reliability, bulk-edit efficiency, and rapid, hands-on support—areas where alternatives like Whatagraph often pull ahead.\u003C/span>\u003C/li>\u003C/ul>",{"id":894,"metaTitle":895,"metaDescription":896,"addNoIndex":15,"canonicalURL":31,"metaImage":897},1928,"Honest Databox Review in 2025: Is It Right for You?","Read our nuts-and-bolts Databox review. Discover pricing, pros and cons, feature deep dives, and verified user reviews.",{"id":833,"name":834,"alternativeText":835,"caption":31,"width":636,"height":637,"formats":898,"hash":842,"ext":292,"mime":293,"size":843,"url":844,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":845,"updatedAt":846},{"thumbnail":899},{"ext":292,"url":838,"hash":839,"mime":293,"name":840,"path":31,"size":841,"width":439,"height":440},{"id":770,"name":771,"slug":772,"title":773,"read_time":21,"createdAt":774,"updatedAt":775,"publishedAt":776,"image":901,"author":916,"content":936,"faq":946,"seo":969},{"id":902,"name":903,"alternativeText":904,"caption":31,"width":636,"height":637,"formats":905,"hash":911,"ext":292,"mime":293,"size":912,"url":913,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":914,"updatedAt":915},14656,"Geckoboard_hero.png","Geckoboard reviews - Geckoboard logo",{"thumbnail":906},{"ext":292,"url":907,"hash":908,"mime":293,"name":909,"path":31,"size":910,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Geckoboard_hero_d17e2ebaf5.png","thumbnail_Geckoboard_hero_d17e2ebaf5","thumbnail_Geckoboard_hero.png",20.02,"Geckoboard_hero_d17e2ebaf5",115.87,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Geckoboard_hero_d17e2ebaf5.png","2025-05-19T10:14:56.923Z","2025-05-19T10:15:16.181Z",{"id":650,"name":651,"about":652,"email":31,"createdAt":653,"updatedAt":654,"publishedAt":655,"slug":656,"linkedin_url":657,"avatar":917,"articles":920,"seo":930,"tool_reviews":931},{"id":659,"name":660,"alternativeText":661,"caption":31,"width":662,"height":662,"formats":918,"hash":670,"ext":665,"mime":465,"size":671,"url":672,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":673,"updatedAt":674},{"thumbnail":919},{"ext":665,"url":666,"hash":667,"mime":465,"name":668,"path":31,"size":669,"width":440,"height":440},[921,922,923,924,925,926,927,928,929],{"id":677,"title":678,"slug":679,"summary":680,"body":681,"read_time":50,"createdAt":682,"updatedAt":683,"publishedAt":684,"errors":31,"table_of_contents":32,"dateReorder":685},{"id":687,"title":688,"slug":689,"summary":690,"body":691,"read_time":270,"createdAt":692,"updatedAt":693,"publishedAt":694,"errors":31,"table_of_contents":32,"dateReorder":695},{"id":697,"title":698,"slug":699,"summary":700,"body":701,"read_time":270,"createdAt":702,"updatedAt":703,"publishedAt":704,"errors":31,"table_of_contents":32,"dateReorder":705},{"id":707,"title":708,"slug":709,"summary":710,"body":711,"read_time":270,"createdAt":712,"updatedAt":713,"publishedAt":714,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":716,"title":717,"slug":718,"summary":719,"body":720,"read_time":42,"createdAt":721,"updatedAt":722,"publishedAt":723,"errors":31,"table_of_contents":32,"dateReorder":724},{"id":726,"title":727,"slug":728,"summary":729,"body":730,"read_time":21,"createdAt":731,"updatedAt":732,"publishedAt":733,"errors":31,"table_of_contents":32,"dateReorder":734},{"id":736,"title":737,"slug":738,"summary":739,"body":740,"read_time":270,"createdAt":741,"updatedAt":742,"publishedAt":743,"errors":512,"table_of_contents":32,"dateReorder":744},{"id":746,"title":747,"slug":748,"summary":749,"body":750,"read_time":270,"createdAt":751,"updatedAt":752,"publishedAt":753,"errors":31,"table_of_contents":32,"dateReorder":754},{"id":756,"title":757,"slug":758,"summary":759,"body":760,"read_time":270,"createdAt":761,"updatedAt":762,"publishedAt":763,"errors":31,"table_of_contents":32,"dateReorder":754},{"id":736,"metaTitle":765,"metaDescription":766,"addNoIndex":15,"canonicalURL":31},[932,933,934,935],{"id":34,"name":626,"slug":627,"title":628,"read_time":21,"createdAt":629,"updatedAt":630,"publishedAt":631},{"id":770,"name":771,"slug":772,"title":773,"read_time":21,"createdAt":774,"updatedAt":775,"publishedAt":776},{"id":42,"name":778,"slug":779,"title":780,"read_time":62,"createdAt":781,"updatedAt":782,"publishedAt":783},{"id":17,"name":785,"slug":786,"title":787,"read_time":62,"createdAt":788,"updatedAt":789,"publishedAt":790},[937,943],{"id":770,"__component":585,"target":938,"features":939,"pros":940,"cons":941,"description":942},"Small teams and businesses that need to display simple metrics for internal use, not agencies with complex, cross-channel reporting needs.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Geckoboard\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>~90+ integrations, but lacks SEO and niche tools\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>Relatively stable\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Easy for basic reporting\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending and custom calculations\u003C/td>\u003Ctd>Not supported\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>Included\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>Limited customization\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Email, Slack, link sharing, white-label PDFs available\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>HTTPS encryption, GDPR compliance, SSO (Enterprise only), role-based access control\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Easy to connect data sources\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Clean UI with ready-made widgets\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">TV/dashboard sharing built-in\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Good for internal metric displays\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">No data blending or custom metrics\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Limited dashboard and widget customization\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Templates and AI insights missing\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Extra users and dashboards add up fast\u003C/span>\u003C/li>\u003C/ul>","Geckoboard is a lightweight dashboard tool designed for quick internal data visualization. It’s easy to use and integrates with 90+ channels, but lacks data blending and deep customization needed for advanced marketing reporting.",{"id":944,"__component":593,"content":945},82,"\u003Ch2>Geckoboard Pricing\u003C/h2>\u003Cp>Geckoboard’s pricing is based on the number of dashboards, editors, and viewers you need.\u003C/p>\u003Cp>If that sounds a bit technical, here’s what these terms mean:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Dashboards\u003C/strong> - The number of dashboards you can create for displaying marketing metrics for clients.\u003C/li>\u003Cli>\u003Cstrong>Editors\u003C/strong> - Team members who have access to create and modify the dashboards.\u003C/li>\u003Cli>\u003Cstrong>Viewers\u003C/strong> - People (often clients or team members) who can view the dashboards but can’t make any changes to them. \u003C/li>\u003C/ul>\u003Cp>Each plan has a set number of dashboards, editors, and viewers.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_pricing_limitations_18937c4e47.png\" alt=\"Geckoboard Pricing Limitations - Pricing table comparing dashboard user limits and features.\">\u003C/p>\u003Cp>For a more detailed look into the pricing plans, we created an overview table below, based on the information available in May 2025:\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 (Monthly)\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;\">Essential\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$75/month, or $60/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>1 dashboard\u003C/li>\u003Cli>1 editor\u003C/li>\u003Cli>10 viewers\u003C/li>\u003Cli>Access to 90+ integrations\u003C/li>\u003Cli>Spreadsheet integration\u003C/li>\u003Cli>Email, chat, & help center support\u003C/li>\u003Cli>Report sharing via link\u003C/li>\u003Cli>Widget grouping\u003C/li>\u003Cli>Status indicators\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Core\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$219/month, or $175/month annually \u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>20 dashboards\u003C/li>\u003Cli>1+ editor\u003C/li>\u003Cli>25+ viewers\u003C/li>\u003Cli>Access to 90+ integrations\u003C/li>\u003Cli>Report sharing via link, email, & Slack\u003C/li>\u003Cli>Priority email & chat support\u003C/li>\u003Cli>Additional dashboard themes\u003C/li>\u003Cli>Custom 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;\">$399/month, or $319/month annually\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>50 dashboards\u003C/li>\u003Cli>3+ editors\u003C/li>\u003Cli>50+ viewers\u003C/li>\u003Cli>Access to 90+ integrations\u003C/li>\u003Cli>Report sharing via link, email, & Slack\u003C/li>\u003Cli>Priority email & chat support\u003C/li>\u003Cli>Advanced filtering\u003C/li>\u003Cli>Metrics from custom fields\u003C/li>\u003Cli>Interactive view\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Enterprise\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom pricing available\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>Custom amount of dashboards, editors, & viewers\u003C/li>\u003Cli>Access to 90+ integrations\u003C/li>\u003Cli>Report sharing via link, email, & Slack\u003C/li>\u003Cli>Dedicated support rep & onboarding service\u003C/li>\u003Cli>Advanced filtering\u003C/li>\u003Cli>Granular import control\u003C/li>\u003Cli>Single sign-on (SSO)\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>\u003Cstrong>Heads-up:\u003C/strong> If you pass the set amount of dashboards, editors, viewers, or Send to TVs for your plan, you’ll either need to pay extra or upgrade your plan.\u003C/p>\u003Cp>Unfortunately, Geckoboard doesn’t share any information publicly on how much each additional dashboard, editor, or viewer costs.\u003C/p>\u003Cp>But, we asked their support about the costs, and this is what they said:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_extra_editors_4203f5ac47.png\" alt=\"Geckoboard Extra Editors - Person's profile with text stating pricing for services.\">\u003C/p>\u003Cp>This means, each extra editor, viewer, or dashboard adds an additional $25/month cost.\u003C/p>\u003Cp>So, while Geckoboard can seem affordable on the surface, the total cost can add up fast— especially if you need to create 10’s of dashboards to visualize your client’s data.\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About Geckoboard?\u003C/h2>\u003Cp>It’s difficult to get an unbiased opinion of a platform without hearing from real users. So, we looked for Geckoboard feedback on review platforms, like Reddit, G2, and Capterra.\u003C/p>\u003Cp>We wanted to understand Geckoboard pros and cons and hear what’s working and what’s not.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall G2 Geckoboard Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">4.3 out of 5.0 stars (40+ reviews)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Capterra Geckoboard Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">4.6 out of 5.0 stars (100+ reviews)\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Geckoboard pros: What real users love\u003C/h3>\u003Cp>\u003Cstrong>✅ Connecting data sources is easy\u003C/strong>\u003C/p>\u003Cp>As part of the Geckoboard dashboard setup, the first thing you’re asked to do is to connect your data sources. Many Geckoboard reviews from users like\u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6694171/\" target=\"_blank\" rel=\"noopener noreferrer\"> Aaron P.\u003C/a> say this process is easy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_reviews_comment_1_c2d14869dd.png\" alt=\"Geckoboard Reviews Comment - A list of pros and cons with the Pros section highlighted.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Data for internal teams\u003C/strong>\u003C/p>\u003Cp>This is one of Geckoboard’s main value propositions. Businesses who want to solely track their internal teams key metrics can benefit from it. \u003C/p>\u003Cp>One \u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6693905/\" target=\"_blank\" rel=\"noopener noreferrer\">Capterra user\u003C/a> specifically said, \u003Ci>“It works well for our team to have data and metrics viewable in the department offices.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_comment_2_29440afe9f.png\" alt=\"\">\u003C/p>\u003Cp>\u003Cstrong>✅ Ready-to-made designs (widgets)\u003C/strong>\u003C/p>\u003Cp>While basically an industry-standard, Geckoboard user reviews said the available widgets are useful for data visualization. \u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6275638/\" target=\"_blank\" rel=\"noopener noreferrer\">Nitin M. on Capterra\u003C/a> said, \u003Ci>“They help to display important numbers and graphs.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_comment_3_20d73b1dd1.png\" alt=\"Geckoboard Comment - Feedback on dashboard with quote and supporting details.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Ability to share on TV\u003C/strong>\u003C/p>\u003Cp>This is a feature many users appreciated. One of the ways to share a Geckoboard dashboard is to share it on a big screen/TV, which \u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___1796388/\" target=\"_blank\" rel=\"noopener noreferrer\">reviewers say\u003C/a> “helps to improve team performance.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_comment_4_1fe9a1c4e5.png\" alt=\"Geckoboard Comment - Review of a software's pros and cons.\">\u003C/p>\u003Cp>With that said, let’s look at Geckoboard complaints - things users weren’t satisfied with.\u003C/p>\u003Ch3>Geckoboard cons: What real users find limiting\u003C/h3>\u003Cp>\u003Cstrong>❌ Visually static\u003C/strong>\u003C/p>\u003Cp>This came up often. Geckoboard \u003Ca href=\"https://www.reddit.com/r/SaaS/comments/1f139c8/looking_for_data_visualisation_saas_tools/\" target=\"_blank\" rel=\"noopener noreferrer\">users say\u003C/a> the platform customization is limited and there are a host of UX issues. For example, you can't fully modify your own colour schemes, resize columns within the tables, or drag and drop widgets anywhere you want.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_comment_6_0bcd6c2872.png\" alt=\"Geckoboard Comment - A comment on Reddit is outlined in red\">\u003C/p>\u003Cp>\u003Cstrong>❌ Limited white-labeling\u003C/strong>\u003C/p>\u003Cp>Even on the most expensive plan, Geckoboard’s white-labeling is limited to adding your own logo and selecting your colour theme.\u003C/p>\u003Cp>It’s also not possible to remove their branding or add your custom domains, which even Geckoboard says is a limitation.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_comment_7_0a3dd9796c.png\" alt=\"Geckoboard Comment - Text in a red box lists reasons why Geckoboard might not be ideal.\">\u003Cstrong>❌ Adding more dashboards can get pricey\u003C/strong>\u003C/p>\u003Cp>We already touched upon this a bit. If you need to add more dashboards, editors, or visitors to Gackoboard, it can get expensive—quickly. \u003C/p>\u003Cp>Each extra dashboard, editor, and visitor adds an extra $25/month, and for instance, with the Essential plan, you only get one dashboard and one editor.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_pricing_details_3430313e44.png\" alt=\"Geckoboard Pricing Details - Three pricing plans: Essential, Core, and Pro.\">\u003Cstrong>❌ Lacks functionalities other platforms have\u003C/strong>\u003C/p>\u003Cp>Capterra users like \u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6208735/\" target=\"_blank\" rel=\"noopener noreferrer\">Pedro L.\u003C/a> kept the feedback broad and just said, “Geckoboard lacks some important functionalities other platforms have.”\u003C/p>\u003Cp>If you want to quickly summarize campaign performance with AI insights, create custom formulas, or transfer data to third-party platforms, Geckoboard isn’t suitable. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_comment_5_c8772adcda.png\" alt=\"Geckoboard Comment - Pros and cons list with a quote at the top\">\u003Cstrong>❌ No data blending\u003C/strong>\u003C/p>\u003Cp>As one \u003Ca href=\"https://www.capterra.com/p/153066/Geckoboard/reviews/Capterra___6275638/\" target=\"_blank\" rel=\"noopener noreferrer\">Capterra user\u003C/a> put it, “the customization for creating complicated charts and special calculations is limited.\"\u003C/p>\u003Cp>Geckoboard is made for simple data visualization, which can work for quick insights—but falls short for more advanced cross-channel data blending.\u003C/p>\u003Cp>The only way to compare metrics is to place them side-by-side on your dashboard.\u003C/p>\u003Cp>For example, if you want to report the average conversion rate across social media channels, you’d need to create separate metrics, like “Facebook Ads conversion rate,” “Instagram conversion rate,” and “Google Ads conversion rate.” \u003C/p>\u003Ch2>Feature Deep Dive #1: Geckoboard Ease of Use\u003C/h2>\u003Cp>When it comes to ease of use, Geckoboard’s reviews are a bit mixed. Some say creating dashboards is simple, others report UI issues and feature limitations.\u003C/p>\u003Cp>So, we tested Geckoboard ourselves, to see what’s working, and what’s not.\u003C/p>\u003Cul>\u003Cli>G2 Ease of Use: 4.3/5\u003C/li>\u003Cli>Capterra Ease of Use: 4.6/5\u003C/li>\u003C/ul>\u003Ch3>How easy is it to connect your data to Geckoboard?\u003C/h3>\u003Cp>This is the first thing we wanted to try—connecting data into Geckoboard.\u003C/p>\u003Cp>Upon creating your dashboard, you can click on the platforms you want to connect:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_connect_your_data_ac34267b32.png\" alt=\"Geckoboard Connect Your Data - \">We wanted to try the integration process and created a test Shopify account.\u003C/p>\u003Cp>After clicking on “Shopify”, we were directed to our Shopify store to install Geckoboard’s Shopify app and finalize the integration.\u003C/p>\u003Cp>The process was simple, and is perhaps the main reason users say “it’s easy to get started with Geckoboard.”\u003C/p>\u003Ch3>Are there ready-to-use templates?\u003C/h3>\u003Cp>\u003Cstrong>Geckoboard doesn’t offer ready-to-use templates. \u003C/strong>There are examples of dashboards on Geckoboard’s website, but there is no way to copy and apply them to your own account.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_dashboard_example_b43e7a11d9.png\" alt=\"Shopify Dashboard - A dashboard with sales data, charts, and key performance indicators.\">\u003C/p>\u003Cp>This is unfortunate, as alternatives like Whatagraph, offer \u003Ca href=\"https://whatagraph.com/templates\">40+ report and dashboard templates\u003C/a>, which make it quick and easy to get started.\u003C/p>\u003Cp>Whatagraph’s reports are divided into different categories, such as paid ad, analytics, social media, search, email, and call tracking, so choosing the right one is easy:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_templates_7adb74f00f.png\" alt=\"Whatagraph Templates - A dashboard with template options like Google Analytics and PPC reports.\">\u003C/p>\u003Ch3>How easy is it to add widgets to dashboards?\u003C/h3>\u003Cp>The ease of adding widgets can make or break reporting tools' usability. Let’s see how it works with Geckoboard.\u003C/p>\u003Cp>To add widgets, you need to click on the “Add widget” button on the dashboard. You’ll be directed to the integration page, where you can select your data source and the widget you want to add:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_adding_widgets_8003005060.gif\" alt=\"Geckoboard Adding Widgets - A dashboard interface with a sketched widget preview.\">\u003C/p>\u003Cp>You can do basic widget modifications, such as changing the visual look, time period, minimum and maximum, and formatting.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_widget_settings_649b9679d2.png\" alt=\"Here's the alt text for the image:\n\nGeckoboard Widget Settings - Dashboard customization settings panel with gauge display.\n\">\u003C/p>\u003Cp>If you want to resize or move widgets, you can drag a corner to adjust the size or click and drag the entire widget to reposition it:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_moving_widgets_996da07621.gif\" alt=\"Geckoboard Moving Widgets - Dashboard interface showing a graph with a date picker.\">\u003C/p>\u003Cp>Our first impression was that working with the widgets is time consuming—there is no way to just drag-and-drop widgets into the dashboard.\u003C/p>\u003Cp>Each time you want to add a widget, you need to go through the integrations page.\u003C/p>\u003Cp>Truthfully, we believe this process could be so much easier.\u003C/p>\u003Cp>For example, with Whatagraph, you can drag-and-drop widgets onto the canvas—all from a single page.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_drap_and_drop_606a152682.gif\" alt=\"Whatagraph Drap And Drop - Interface with a new report and drag and drop widgets.\">Also, on Whatagraph, you can create folders for each client, Account Manager, or campaign, and organize all the relevant templates underneath each, perfect for agencies.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/creating_report_from_template_in_Whatagraph_0ecdd52995.gif\" alt=\"Cross-channel marketing report - Creating Report From Template In Whatagraph - Vita Activity Panel with folder and report display.\">\u003C/p>\u003Cp>Another feature that makes a huge difference with Whatagraph is our \u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">Linked reports\u003C/a>.\u003C/p>\u003Cp>On Geckoboard, there is no way to make changes to multiple dashboards simultaneously. This is fine if you’re editing an individual dashboard, but becomes super messy if you’re editing 10+.\u003C/p>\u003Cp>On Whatagraph, you have one Master template and any changes you make to it will automatically affect all linked reports. This means, if you want to apply changes to 10+ dashboards, you only need to modify the Master template.\u003C/p>\u003Cp>Using our Linked templates isn’t obviously a must, but it’s a huge time-saving feature for agencies. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/linked_reports_d7571b90eb.gif\" alt=\"Linked Reports - Web dashboard with charts and folder icons, text fields and menu items.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>It’s easy and fast to connect to channels on Geckoboard, but the lack of templates and drag-and-drop widget slows down building dashboards.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #2: Geckoboard Integrations\u003C/h2>\u003Cp>We want to give Geckoboard credit where it's due—one of which is its broad integrations with general business tools.\u003C/p>\u003Cp>If you need to pull data from social media, CRM, email, project management, or analytics tools, it generally has you covered.\u003C/p>\u003Cp>In total, there are 90+ integrations available:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_data_connection_page_27e98cb4ce.png\" alt=\"Geckoboard Data Connection Page - A data connection page with a search bar and logos for various services.\">\u003C/p>\u003Cp>Some of the popular integrations include Google Analytics, Salesforce, HubSpot, Zendesk, Shopify, and Pipedrive.\u003C/p>\u003Cp>Outside of the more “general integrations”, we believe there should be integrations with more niche platforms like Reddit and Pinterest.\u003C/p>\u003Cp>Plus, Geckoboard doesn’t integrate with SEO tools, and the ecommerce category is limited to Shopify.\u003C/p>\u003Cp>This can be a dealbreaker—especially for agencies managing a diverse pool of clients using various platforms.\u003C/p>\u003Cp>Also, when Geckoboard asks to connect your data, the integrations are just displayed in a long list with no real categories:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_integrations_dfd997e637.png\" alt=\"Geckoboard Integrations - Grid of app logos for integrations like Google, Facebook and LinkedIn.\">\u003C/p>\u003Cp>Because of this, it’s hard to get a clear picture of what’s available—or find the tools that matter for your case.\u003C/p>\u003Cp>Conversely, Whatagraph offers \u003Ca href=\"https://whatagraph.com/integrations\">55+ integrations\u003C/a> with both popular and niche marketing platforms, including with different social media, paid advertising, email marketing, analytics, SEO, and ecommerce platforms.\u003C/p>\u003Cp>The integrations are displayed in different categories, so finding the right ones for you is easy:\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_connect_new_source_b47d06b09d.png\" alt=\"Whatagraph Connect New Source - Options for connecting to different data sources.\">\u003C/p>\u003Ch3>Are custom API and offline data imports available?\u003C/h3>\u003Cp>Geckoboard has a custom API, which lets you pull data through Zapier or by connecting a data source through a script.\u003C/p>\u003Cp>There are 10+ widgets available for displaying the custom API data:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_custom_widgets_da2aeb0066.png\" alt=\"Geckoboard Custom Widgets - A menu of custom widgets showing chart and text options.\">\u003C/p>\u003Cp>While a custom API is available, Geckoboard doesn’t support offline data importing—meaning you can’t enter data from your offline sources into the dashboard.\u003C/p>\u003Cp>This is unfortunate, as with Whatagraph, you can enter offline data into your reports.\u003C/p>\u003Cp>In Whatagraph’s editor, you can find an “Offline Data” menu with pre-designed widgets:\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_offline_widgets_2c1081495c.png\" alt=\"Whatagraph Offline Widgets - \">\u003C/figure>\u003Cp>After dragging the widget into your report, you can click on it to go to its editing mode and enter your data manually.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_editing_offline_data_732c5269cb.gif\" alt=\"Whatagraph Editing Offline Data - Report editing interface, widgets selection, offline data options.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Geckoboard's 90+ integrations cover general business tools, but agencies may find the lack of SEO, ecommerce, and niche integrations limiting. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #3: Data Blending, Custom Metrics & Dimensions on Geckoboard\u003C/h2>\u003Cp>This is where Geckoboard really starts to show its limitations—especially for growing marketing teams and agencies.\u003C/p>\u003Cp>Let’s break it down.\u003C/p>\u003Ch3>Can you blend data from different sources in Geckoboard?\u003C/h3>\u003Cp>Geckoboard doesn’t support data blending, \u003Ca href=\"https://support.geckoboard.com/en/articles/8125048-can-i-compare-data-from-different-data-sources\" target=\"_blank\" rel=\"noopener noreferrer\">according to this documentation\u003C/a>. \u003C/p>\u003Cp>If you want to combine metrics like \u003Ci>Google Ads spend\u003C/i> + \u003Ci>Meta Ads spend\u003C/i> to get a unified view of your PPC budget, you’re out of luck. The only way you can do this is to visualize these metrics side by side and do the math yourself. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Geckoboard_grouping_numbers_ba4a637d13.gif\" alt=\"Geckoboard grouping numbers - Whatagraph\">\u003C/p>\u003Ch3>\u003Cstrong>Can you create custom metrics or formulas?\u003C/strong>\u003C/h3>\u003Cp>No, Geckoboard doesn’t let you create calculated fields or apply custom formulas. You’re stuck with whatever default metrics are available through its native widgets. \u003C/p>\u003Cp>Want to clean up inflated conversion numbers from Meta and Google? Want to define your own ROAS formula? You’ll need to do that outside Geckoboard—in spreadsheets or a separate BI tool.\u003C/p>\u003Cp>You can \u003Ci>group\u003C/i> widgets together visually on a dashboard to highlight relationships between them. But let’s be honest: that’s more of a visual fix than a functional solution. It doesn’t help with data consistency, accuracy, or cross-channel insights.\u003C/p>\u003Cp>In Whatagraph, however, we have an entire dedicated space for data organization, aptly called \u003Ca href=\"https://whatagraph.com/organize\">“Organize”\u003C/a> where you can:\u003C/p>\u003Cp>✅ \u003Cstrong>Blend data across platforms.\u003C/strong> Want to show “Total Ad Spend” across all PPC channels? Easy. Just select your sources (Google Ads, Meta Ads, TikTok, etc.), choose your metrics, and blend them into a single custom metric.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Custom_metric_total_ad_spend_ab55b08b47.png\" alt=\"How to create custom metric on Whatagraph - Whatagraph\">\u003C/p>\u003Cp>✅ \u003Cstrong>Create custom formulas.\u003C/strong> Whether you’re adjusting inflated conversions or creating a custom CPA calculation, Whatagraph lets you write your own formulas with the exact logic you need. \u003Cstrong>Bonus: You can save these as templates for future use.\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Custom_formula_6a56215491.gif\" alt=\"Custom formula - Whatagraph\">\u003C/p>\u003Cp>✅ \u003Cstrong>Unify naming conventions.\u003C/strong> Have five campaign names that are just variations of “Retargeting”? Standardize them under one clean, unified label. Makes your tables easier to read and your reports easier to interpret.\u003C/p>\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>\u003Cp>✅ \u003Cstrong>Use your custom data anywhere.\u003C/strong> Blended metrics and custom formulas aren’t locked in one place. You can drag them into reports, dashboards, or performance monitoring views without needing to recreate them each time.\u003C/p>\u003Cp>✅ \u003Cstrong>Tag and group by any dimension.\u003C/strong> Want to filter results by Account Manager, location, or business type? Just tag your data and create views based on what matters to you.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/custom_tags_e94e3f5b9b.webp\" alt=\"Custom Tags - Two pop-up windows showing tag settings and client options.\">If your agency needs accurate, reliable, and customizable reporting, especially across multiple channels, Whatagraph is the better choice.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>You can’t blend data or create custom metrics and dimensions on Geckoboard. Whereas, Whatagraph gives you full control to blend, calculate, and customize your data exactly how you need.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #4: Geckoboard Reports and Dashboards\u003C/h2>\u003Cp>This is an important one: Geckoboard features for customizing the dashboards and reports. Let’s see what is available.\u003C/p>\u003Ch3>How customizable are the dashboards?\u003C/h3>\u003Cp>Geckoboard is an entry-level data visualization tool and offers basic customization, including:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data source widgets:\u003C/strong> Geckoboard has a set of metrics for each data source, which you can use to display data.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_shopify_metrics_71b170bf11.png\" alt=\"Geckoboard Shopify Metrics - Shopify app interface showing sales and orders widgets.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data visualization graphs:\u003C/strong> To display your data, there are seven different visualization graphs available.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_data_visualization_21494fc5b8.png\" alt=\"Geckoboard Data Visualization - Menu displaying chart options, \">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Dashboard tools:\u003C/strong> Outside of data source widgets, Geckoboard has four general widgets/tools for displaying text, images, or icons.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_dashboard_tools_c68b99f62c.png\" alt=\"Dashboard Tools - Dashboard tools including a clock, image, QR code and text options.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Comparison period: \u003C/strong>You can select to compare your data to “Same day last week” or “Previous day.”\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_comparison_d631532e45.png\" alt=\"Geckoboard Comparison - Dropdown menu with \">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Data formatting:\u003C/strong> There are simple data formatting options for changing abbreviations, decimal places, and units.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_formatting_78ae43811b.png\" alt=\"Formatting - Formatting options with abbreviation, decimal places, and unit settings.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Goals:\u003C/strong> As part of Geckoboard performance metrics, you can set numeric goals, which will show up in the dashboard.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_goals_feature_9e95191f5c.png\" alt=\"Geckoboard Goals Feature - Screenshot of setting a goal in an interface, with charts visible.\">\u003C/p>\u003Cp>This is where the dashboard customization ends, which is pretty limited when compared to most \u003Ca href=\"https://whatagraph.com/blog/articles/data-visualization-tools\">data visualization tools\u003C/a>, like Whatagraph.\u003C/p>\u003Cp>For instance, on Whatagraph, even each individual widget is customizable to the fullest. You can: \u003C/p>\u003Cul>\u003Cli>Adjust or rename the metric\u003C/li>\u003Cli>Change or remove icons\u003C/li>\u003Cli>Apply custom formulas (e.g. data blends)\u003C/li>\u003Cli>Change date ranges and currencies\u003C/li>\u003Cli>Add or hide footers\u003C/li>\u003Cli>Customize the colors of each widget\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\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/figure>\u003Cp>If that’s not enough, you can also create custom widgets and save them as “templates” to re-use them the next time. These widgets are also fully-responsive. You can resize them however you want—horizontally and vertically.\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 54.60060667340748%; height: 0;\"><iframe src=\"https://www.loom.com/embed/913d97e1f38c4b39a54b5d9262f8a618?sid=0681dbe9-c036-4975-8d92-cedd609eadd0\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>Want to make your widgets “pop” more? You can add any icons you’d like from our icon library \u003Ci>(this is similar to the Emoji library on Geckoboard)\u003C/i>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_icon_library_b7ec8114a2.png\" alt=\"Whatagraph Icon Library - Icon selection window with icon categories and search bar.\">\u003C/p>\u003Ch3>Does Geckoboard offer white-labeling?\u003C/h3>\u003Cp>When it comes to white-labeling your reports, Geckoboard offers two features:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Adding your custom logo:\u003C/strong> You can add your or your client’s logo, and it will display on the dashboard. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_adding_logo_fe43859b7b.png\" alt=\"Here's a concise alt text for the image:\n\nGeckoboard Adding Logo - Logo upload interface with a cloud icon and instructions.\n\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Changing the colour theme:\u003C/strong> You can choose between the Dark and Light theme, or create your custom theme. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_adding_theme_d45ab130e8.png\" alt=\"Geckoboard Adding Theme - Geckoboard theme section with color selection options.\">Other than these two, there isn’t any other white-labelling you can do.\u003C/p>\u003Cp>Plus, the custom logo and advanced dashboard themes aren’t available on all plans, which is unfortunate for Geckoboard users.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_support_levels_bf47ef68b8.png\" alt=\"Geckoboard Support Levels - A support feature comparison chart showing checkmarks and x's.\">\u003C/p>\u003Ch3>Is there an AI insights feature available?\u003C/h3>\u003Cp>Geckoboard doesn’t have AI insights (or other AI) features available. This means you need to manually sum up the campaign performance, trends, potential issues, and so on.\u003C/p>\u003Cp>Whatagraph solves this problem through two innovative AI features:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>AI chatbot:\u003C/strong> Our \u003Ca href=\"https://www.youtube.com/watch?v=Jecv7tgUYBo\">AI chatbot\u003C/a> can answer any question you have about your connected sources.\u003C/li>\u003C/ul>\u003Cp>For example: \u003Ci>“What was our top-performing campaign on Facebook last month?”\u003C/i>\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>\u003Cul>\u003Cli>\u003Cstrong>AI summaries: \u003C/strong>The AI report summaries feature automatically summarizes your data, and you can add it directly to your reports.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ai_summaries_7e0b125403.gif\" alt=\"\">\u003C/p>\u003Ch3>What sharing options are available?\u003C/h3>\u003Cp>Ready to send your reports? This is where sharing features come into play.\u003C/p>\u003Cp>For Geckoboard, you can share your reports via link, email, Slack, TV, or by creating a viewer account.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_sharing_options_ed6089b9f4.png\" alt=\"Geckoboard Sharing Options - Menu with options to share via Link, Email, Slack, and Invite.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Simple dashboard customization, white-labeling, and report sharing are available on Geckoboard, but it lacks in AI insights and deeper customization options. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #5: Geckoboard Security\u003C/h2>\u003Cp>Security is critical for all users, and enterprises can benefit from more advanced security features, like single sign-on (SSO). \u003C/p>\u003Cp>To see how Geckoboard stacks up in this area, we looked at key security areas:\u003C/p>\u003Ch3>How does Geckoboard approach data encryption?\u003C/h3>\u003Cp>Geckoboard says, \"all communication between your computer and Geckoboard is encrypted using HTTPS (256-bit TLS),\" which is the industry standard.\u003C/p>\u003Ch3>Are they covering GDPR basics?\u003C/h3>\u003Cp>Yes, Geckoboard’s Privacy Policy clearly focuses on GDPR guidelines. It says \"your personal data and information is entirely private and secure on Geckoboard,\" and that \"all subprocessors are GDPR compliant as well.\" \u003C/p>\u003Ch3>Can you control access to dashboards (role-based access control)\u003C/h3>\u003Cp>Geckoboard offers a role-based access control feature. There are two categories of users: editors and viewers.\u003C/p>\u003Cp>Editors can view, edit, and manage all dashboards, manage user roles, and invite new members, while viewers can view the dashboards they’re invited to.\u003C/p>\u003Cp>Remember, though, if you exceed your plan’s editor and viewer limit—each extra one incurs a $25/month additional fee. \u003C/p>\u003Ch3>What about single sign-on (SSO)?\u003C/h3>\u003Cp>SSO permits a user to use one set of login credentials (e.g. password) to access multiple applications. Geckoboard has an SSO available for the most expensive Enterprise plan.\u003C/p>\u003Ch3>So, where does it fall short for enterprise teams?\u003C/h3>\u003Cp>There are two areas where Geckoboard’s security may fall short for enterprises:\u003C/p>\u003Cp>\u003Cstrong>1. The lack of a single sign-on (SSO) feature on all plans, and;\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>2. Extra costs for inviting new editors or viewers into your dashboards\u003C/strong>\u003C/p>\u003Cp>The extra cost is especially a drawback—since Whatagraph lets users invite unlimited team members and viewers onto dashboards and reports.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Geckoboard takes care of GDPR and data encryption. Single sign-on (SSO) is available for the Enterprise plan and role-based access control for all plans, though it can involve extra costs. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #6: Geckoboard Customer Support\u003C/h2>\u003Cp>This is an important one. How’s the customer support team for Geckoboard?\u003C/p>\u003Cp>All Geckoboard users have access to a basic live chat and email support, which is available Monday to Friday—18 hours a day.\u003C/p>\u003Cp>Geckoboard promises “an usual reply time of under 4 hours.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_customer_support_availability_5b5500a6b5.png\" alt=\"Geckoboard Customer Support Availability - Customer support message from Geckobot showing availability and response time.\">\u003C/p>\u003Cp>We tested the live chat support ourselves and found it generally helpful. We got a response in under an hour, which most users would agree is an acceptable response time.\u003C/p>\u003Cp>But on Whatagraph, our amazing Customer Support team replies to messages under 4 minutes during working hours (18 hours a day, CET), and resolves most issues within 4 hours.\u003C/p>\u003Cp>So, compared to Geckoboard, 4 hours is our standard for resolving issues, not just for replying to messages.\u003C/p>\u003Cp>This is what Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">Peak Seven\u003C/a>, loves about Whatagraph. She says:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Geckoboard users on the Enterprise plan get access to a dedicated support rep and onboarding service:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_support_levels_bf47ef68b8.png\" alt=\"Geckoboard Support Levels - A support feature comparison chart showing checkmarks and x's.\">\u003C/p>\u003Cp>It’s a bit unfortunate these support options are only available on the Enterprise plan—especially because a few competitors offer them on all plans.\u003C/p>\u003Cp>For instance, Whatagraph users on all plans get access to:\u003C/p>\u003Cul>\u003Cli>Personalized onboarding\u003C/li>\u003Cli>A dedicated Customer Success Manager\u003C/li>\u003Cli>Live chat support with >1 min first response time\u003C/li>\u003C/ul>\u003Cp>This is important, as you can be sure to get help immediately if you’re facing an issue.\u003C/p>\u003Cp>But, this isn’t all there is to customer support; let’s see what self-documentation options Geckoboard has.\u003C/p>\u003Cp>Geckoboard has an “Academy” page with six different topics:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/geckoboard_knowledge_base_a2fff0841d.png\" alt=\"Geckoboard Knowledge Base - Six cards with illustrations and titles about dashboard features.\">Most of these are individual pages with no further sub-categories, so we’d argue there isn’t actually much self-documentation available.\u003C/p>\u003Cp>Comparatively, Whatagraph has an extensive help center with 100+ articles, covering all features of the platform in detail.\u003C/p>\u003Cp>Whatagraph’s help center is divided into different main and sub-categories, so finding the right topics for troubleshooting is easy:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_knowledge_base_48e6817908.png\" alt=\"\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Live chat replies within 1-4 hours, but most users don’t get access to personalized onboarding or a dedicated support manager, which can prolong the onboarding process. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>How does Whatagraph Compare Against Geckoboard? \u003C/h2>\u003Cp>We’ve shown you how Geckoboard works and where it falls short in the previous sections. Now, let’s see how Whatagraph compares against it.\u003C/p>\u003Ch3>What is Whatagraph?\u003C/h3>\u003Cp>Whatagraph is an all-in-one reporting platform that makes it easy to connect, organize, visualize, and share your data. \u003C/p>\u003Cp>Its main goal is to help marketing agencies like yours create custom dashboards and reports at scale while saving 10+ hours per month in the process.\u003C/p>\u003Cp>That is why agencies like Peak Seven choose Whatagraph for client reporting:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=uHfoCd_m24k\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/uHfoCd_m24k\" 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>Here’s how Whatagraph solves the problems Geckoboard users face:\u003C/p>\u003Ch3>✅  All-in-one platform\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Geckoboard problem: \u003C/strong>Geckoboard is purely a data visualization tool, meaning you can’t do much else than connect and visualize your data.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution: \u003C/strong>Comparatively, Whatagraph is an all-in-one reporting platform that takes care of your entire data journey. Not only can you connect and visualize data—you can also transfer it into third-party tools like Looker Studio and BigQuery, and export your data from reports as Excel or CSV files.\u003C/li>\u003C/ul>\u003Cp>Don’t just take our word for it. See what this \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8296557\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph helps to connect, visualize, and share all of our marketing data in a single platform.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅  Data blending\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Geckoboard problem:\u003C/strong> Geckoboard doesn’t support aggregating data from different widgets/datasets. The only way to compare data is to place it side-by-side on your dashboard.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution:\u003C/strong> On Whatagraph, we have an entire section called Organize, where you can blend metrics and dimensions, create custom formulas, group data sources by campaigns or regions, and more. \u003C/li>\u003C/ul>\u003Cp>Tanja Keglić, Performance Marketing Manager at Achtzehn Grad agency, \u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">appreciates this\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅  Ready-to-use templates\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Geckoboard problem: \u003C/strong>Geckoboard doesn’t offer ready-made templates for dashboards, which would significantly speed up the process of visualizing data.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution:\u003C/strong> To build your dashboards and reports, you can use our \u003Ca href=\"https://whatagraph.com/templates\">ready-made templates\u003C/a> or \u003Ca href=\"https://whatagraph.com/dashboard-examples\">dashboard examples\u003C/a>. Alternatively, Whatagraph’s \u003Ca href=\"https://whatagraph.com/blog/articles/smart-builder-reports\">Smart Builder\u003C/a> lets you create new dashboards instantly. \u003C/li>\u003C/ul>\u003Cp>One of \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8173390\" target=\"_blank\" rel=\"noopener noreferrer\">our users\u003C/a> said the following on the templates:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph provides pre-designed report templates and customisable visualisations such as charts, graphs, and tables to show data clearly and entertainingly.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ Fully-customizable dashboards \u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Geckoboard problem: \u003C/strong>Geckoboard’s dashboards are static, and there are limited customization options. Plus, there are no AI features for summarizing campaign performance. \u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution: \u003C/strong>With Whatagraph, you can add widgets in four ways, apply custom formulas, change and remove icons, apply performance insights with AI, add or hide footers, and much more. Our dashboards and reports are truly customizable. \u003C/li>\u003C/ul>\u003Cp>Patrick C., Director of Performance Marketing, said this on \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">G2.com\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph is extremely flexible and the visuals are beautiful, which is important for having clients be engaged in the reports. It’s very customizable to make complex data easy to ingest for the client.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ White-labeled reports\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Geckoboard problem:\u003C/strong> Geckoboard’s white-labeling is mainly limited to uploading your logo and selecting between different color schemes. You also can’t remove Geckoboard’s branding from the dashboards.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph solution: \u003C/strong>In Whatagraph, you can customize your color scheme for the entire report, even the individual widgets. You can add your own logo, add custom headers and footer text, and modify the fonts.\u003C/li>\u003C/ul>\u003Cp>Want a full breakdown? Check out our guide on \u003Ca href=\"https://whatagraph.com/blog/articles/geckoboard-alternatives-and-competitors\">Geckoboard alternatives\u003C/a>.\u003C/p>\u003Ch2>Final Verdict: When to use Geckoboard and When to Switch to Whatagraph\u003C/h2>\u003Cp>From the surface, it may seem like Geckoboard and Whatagraph are full of similarities.\u003C/p>\u003Cp>The main difference is, though, Geckoboard is a starter data visualization tool, while Whatagraph is an all-in-one marketing reporting tool helping agencies create customizable reports, at scale.\u003C/p>\u003Cp>That being said, here’s a breakdown of when we’d recommend choosing Geckoboard and when Whatagraph:\u003C/p>\u003Cp>\u003Cstrong>Choose Geckoboard if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You want to solely track your \u003Cstrong>internal teams' performance\u003C/strong>\u003C/li>\u003Cli>You need to create \u003Cstrong>simple, visual dashboards\u003C/strong> to display performance data\u003C/li>\u003Cli>You’re okay with \u003Cstrong>basic white-labeling\u003C/strong> (custom logo and a couple of color presets)\u003C/li>\u003Cli>You don’t need to blend data from multiple sources—just \u003Cstrong>show individual metrics as they are\u003C/strong>\u003C/li>\u003Cli>You’re not going to ship data into third-party platforms, like Looker Studio or BigQuery\u003C/li>\u003C/ul>\u003Cp>Geckoboard use cases are best suited for internal teams that need simple, straightforward dashboards to monitor KPIs. However, agencies with more advanced needs may find the features lacking.\u003C/p>\u003Cp>\u003Cstrong>Choose Whatagraph if: \u003C/strong>\u003C/p>\u003Cul>\u003Cli>You’re an \u003Cstrong>agency owner managing multiple clients and campaigns\u003C/strong>\u003C/li>\u003Cli>You want to \u003Cstrong>speed up workflows with\u003C/strong> \u003Cstrong>ready-to-use templates and AI insights\u003C/strong>\u003C/li>\u003Cli>\u003Cstrong>You’re looking to share your data with third-party platforms like BigQuery and Looker Studio\u003C/strong>\u003C/li>\u003Cli>You need \u003Cstrong>deep customization: Widget design, layouts, filters, etc.\u003C/strong>\u003C/li>\u003Cli>You want to add your own branding and \u003Cstrong>make white-label reports\u003C/strong>\u003C/li>\u003Cli>You want to aggregate your data and \u003Cstrong>create data blends, custom metrics, and custom dimensions\u003C/strong>\u003C/li>\u003Cli>You want to make the right decisions based on \u003Cstrong>real-time data updates\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to our team\u003C/a> to get started. \u003C/p>",{"id":947,"description":948,"items":949},369,"Have more questions about Geckoboard? We answered them here.",[950,953,957,961,965],{"id":432,"question":951,"answer":952},"What is Geckoboard used for?","\u003Cp>\u003Cspan style=\"color:#000000;\">Geckoboard is a dashboard tool used to display live business metrics in a visual, easy-to-digest format. It’s mainly used by internal teams to keep track of performance KPIs and share results on screens or TVs in the office. It’s not built for client reporting or complex data analysis—it’s best for quick, at-a-glance insights.\u003C/span>\u003C/p>",{"id":954,"question":955,"answer":956},1435,"Is Geckoboard free?","\u003Cp>\u003Cspan style=\"color:#000000;\">No, Geckoboard isn’t free. Pricing starts at $75/month (or $60/month annually) for the Essential plan, which includes one dashboard, one editor, and 10 viewers. There’s no free forever plan, but they do offer a 14-day free trial if you want to test it out.\u003C/span>\u003C/p>",{"id":958,"question":959,"answer":960},1436,"What are the pros and cons of Geckoboard?","\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Pros:\u003C/strong>\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Easy to set up and connect data sources\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Clean, TV-friendly dashboards\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Helpful for internal team visibility\u003C/span>\u003Cbr> \u003C/li>\u003C/ul>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Cons:\u003C/strong>\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">No data blending or custom formulas\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Limited customization and white-labeling\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Can get expensive as you scale dashboards or users\u003C/span>\u003Cbr> \u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Not suitable for client-facing reports or advanced analytics\u003C/span>\u003C/li>\u003C/ul>",{"id":962,"question":963,"answer":964},1437,"Is Geckoboard any good?","\u003Cp>\u003Cspan style=\"color:#000000;\">Geckoboard is good if your needs are simple. It’s a solid option for teams that want a lightweight, visual way to track internal KPIs. But if you need detailed, customizable, or client-ready reports, Geckoboard will feel limiting fast.\u003C/span>\u003C/p>",{"id":966,"question":967,"answer":968},1438,"What is the alternative to Geckoboard?","\u003Cp>\u003Cspan style=\"color:#000000;\">A top alternative to Geckoboard is \u003Cstrong>Whatagraph\u003C/strong>. While Geckoboard focuses on internal dashboards, Whatagraph is built for marketing agencies that need to blend cross-channel data, create custom formulas, automate client reporting, and scale reporting across dozens (or hundreds) of clients with ease.\u003C/span>\u003C/p>",{"id":970,"metaTitle":773,"metaDescription":971,"addNoIndex":15,"canonicalURL":31,"metaImage":972},1932,"Read Geckoboard reviews from users on G2, Capterra, and Reddit. See what real customers like and what’s missing for more advanced users.",{"id":902,"name":903,"alternativeText":904,"caption":31,"width":636,"height":637,"formats":973,"hash":911,"ext":292,"mime":293,"size":912,"url":913,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":914,"updatedAt":915},{"thumbnail":974},{"ext":292,"url":907,"hash":908,"mime":293,"name":909,"path":31,"size":910,"width":439,"height":440},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533,"image":976,"author":991,"content":1012,"faq":1022,"seo":1045},{"id":977,"name":978,"alternativeText":979,"caption":31,"width":636,"height":637,"formats":980,"hash":986,"ext":292,"mime":293,"size":987,"url":988,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":989,"updatedAt":990},14657,"Funnel_io_hero.png","Honest Funnel.io Review: Is It Right For You?",{"thumbnail":981},{"ext":292,"url":982,"hash":983,"mime":293,"name":984,"path":31,"size":985,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Funnel_hero_cee4a6b933.png","thumbnail_Funnel_hero_cee4a6b933","thumbnail_Funnel_hero.png",19.38,"Funnel_hero_cee4a6b933",107.44,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Funnel_hero_cee4a6b933.png","2025-05-19T13:50:40.268Z","2025-05-26T17:36:17.275Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":992,"articles":995,"seo":1000,"tool_reviews":1001},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":993,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":994},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[996,997,998,999],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1002,1003,1004,1005,1006,1007,1008,1009,1010,1011],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1013,1019],{"id":270,"__component":585,"target":1014,"features":1015,"pros":1016,"cons":1017,"description":1018},"Enterprises or data-savvy teams with in-house BI infrastructure who only need a pipeline, not visualization, automation, or client reporting.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Funnel.io\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>500+ connectors (varies by plan), but depth and reliability can be mixed\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>Some connectors fail or pull incomplete data, based on real user reviews\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Steep learning curve; not beginner-friendly\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>Available, but limited control compared to full-service platforms\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>Very basic; not client-ready or presentation-quality\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>Native dashboards available, but you might want a BI tool like Looker Studio for client reporting\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Requires external tools for scheduling, formatting, and sharing reports\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>ISO 27001, SOC 2 Type II, CSA STAR Level 1, GDPR- and CCPA-compliant, HTTPS encryption, MFA, SSO, role-based access\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>Massive library of 500+ marketing data connectors\u003C/li>\u003Cli>Powerful data cleaning and transformation capabilities\u003C/li>\u003Cli>Flexible file import option for unsupported platforms\u003C/li>\u003Cli>Works well with popular BI tools like Looker Studio or Tableau\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>Can be expensive for small teams and agencies \u003C/li>\u003Cli>Native dashboards available for internal analysis but may not be customizable enough for client reporting\u003C/li>\u003Cli>Frequent complaints about missing or unreliable data\u003C/li>\u003Cli>Steep learning curve with minimal in-platform guidance\u003C/li>\u003C/ul>","Funnel.io is a powerful data integration tool but unless you have a dedicated data team, it quickly becomes expensive, complex, and frustrating to manage. Between its unpredictable pricing, steep learning curve, and lack of built-in reporting, most marketing teams end up needing a second tool (like Looker Studio) just to make the data usable.",{"id":1020,"__component":593,"content":1021},83,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we live and breathe marketing data every day. That’s why this review is grounded in real use, real numbers, and real user pain points.\u003C/p>\u003Cp>Here’s what we did:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Fact-checked against live docs\u003C/strong>: Pricing, feature limits, and security claims are captured straight from the vendor’s public pages.\u003C/li>\u003Cli>\u003Cstrong>Tracked real-world user discussions\u003C/strong>: Recent, verified G2, Capterra, and Trustpilot reviews; public forum threads, and help-center discussions are scanned for recurring themes—things that crop up more than once end up on our radar.\u003C/li>\u003Cli>\u003Cstrong>Scored against agency must-haves\u003C/strong>: From stable integrations to client-ready reporting to quality of customer support.\u003C/li>\u003C/ol>\u003Cp>We want you to walk away feeling informed and ready to make a smart, confident decision that benefits your team and your clients.\u003C/p>\u003Ch2>Funnel.io Pricing\u003C/h2>\u003Cp>Funnel.io’s (or Funnel) pricing is centered around how much data you move and where it’s going. That’s because Funnel charges based on \u003Cstrong>flexpoints\u003C/strong>: credits you spend based on connector usage, destinations, and data volume.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_pricing_1_6e56ef540d.png\" alt=\"Funnel Pricing - Funnel plan comparison table with pricing and features.\">\u003C/p>\u003Cp>Here’s how the plans break down:\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>Base Features\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Connectors\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Flexpoints\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Free \u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Access to Starter features\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">4 connectors, 1 destination\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">400 (free)\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;\">Core data modeling + basic reporting\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">121 connectors\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Starts at 500\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Business \u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Custom integrations + advanced connectors\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">579 connectors\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Starts at 500\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Enterprise\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Governance + scale\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">590 connectors\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>I ran a test using Funnel’s Price Estimator:\u003C/p>\u003Cul>\u003Cli>15 data connectors.\u003C/li>\u003Cli>3 export destinations (e.g., Funnel Dashboard, Google Sheets, Looker Studio).\u003C/li>\u003Cli>“Advanced Measurement” add-on enabled.\u003C/li>\u003C/ul>\u003Cp>I was immediately nudged to “talk to sales.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_price_estimator_3dba88777b.png\" alt=\"Funnel Price Estimator - Funnel's website displaying a price estimation form.\">\u003C/p>\u003Cp>\u003Ca href=\"https://funnel.io/pricing#estimator\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>And that was \u003Ci>before\u003C/i> specifying number of clients, data volume, or breakdowns like campaign or region, each of which burns more flexpoints.\u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/PPC/comments/1jvxp9k/comment/mme57xh/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>This user on Reddit\u003C/strong>\u003C/a>\u003Cstrong> calls flexpoints “the bane of my existence.” \u003C/strong>\u003C/p>\u003Cp>This is a common complaint among users, who often feel penalized for using the platform's capabilities because they ”nickel and dime” you for every integration.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_review_reddit_negative_6512ed7055.png\" alt=\"Funnel Review Reddit Negative - Reddit comment with user icon and text about Flexpoints.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/SEO/comments/1g4jkeu/tool_like_funnel_io/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Another Reddit user in r/SEO\u003C/strong>\u003C/a>\u003Cstrong> calls Funnel’s pricing “absolutely bonkers.”\u003C/strong> They say it does exactly what they want, but at approximately $800/month, they need a \u003Ca href=\"https://whatagraph.com/blog/articles/funnel-io-alternatives-and-competitors\">Funnel.io alternative\u003C/a> that their manager wouldn’t laugh at.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_pricing_4ba3774f3e.png\" alt=\"Funnel Pricing - Reddit post discussing Funnel IO pricing as too expensive.\">\u003C/p>\u003Cp>Plus, not all connectors are even available on the Starter plan. Some (like Tapjoy and Amplitude) are locked behind the Business plan or require custom setup—so you’re nudged up the pricing tiers fast.\u003C/p>\u003Ch3>Key takeaways for your budget\u003C/h3>\u003Col>\u003Cli>\u003Cstrong>Factor in the cost of your visualization tool\u003C/strong>:\u003Cstrong> \u003C/strong>Funnel gets the data \u003Ci>to\u003C/i> Looker Studio/Tableau/Power BI. You still need to pay for those tools if they have associated costs, or at least factor in the time/expertise to manage them.\u003C/li>\u003Cli>\u003Cstrong>Compare the TCO (total cost of ownership)\u003C/strong>: When comparing Funnel.io to an all-in-one like marketing analytics tool like Whatagraph, consider the TCO, especially if you're already juggling a mix like Looker Studio + Supermetrics, where connector costs and maintenance time start stacking fast. \u003C/li>\u003Cli>\u003Cstrong>Your main cost drivers are connections and data complexity\u003C/strong>: More sources, more destinations, and more granular data pulls generally mean higher flexpoint usage.\u003C/li>\u003C/ol>\u003Cp>Funnel.io's pricing plans prioritize usage-based billing over predictability. For agencies or growing businesses, this can be a significant financial and operational burden. \u003C/p>\u003Cp>According to our internal research, a company is spending 100K EUR for 1,000 data sources with Funnel. Plus, test use cases run by Whatagraph in 2024 showed Funnel can be \u003Cstrong>40%-50% more expensive than Whatagraph\u003C/strong>, even \u003Ci>before\u003C/i> factoring in the need for client-facing reporting tools.\u003C/p>\u003Cp>In contrast, Whatagraph offers clear, all-in-one pricing that scales \u003Ci>predictably\u003C/i> with your agency, including unlimited data work. You’ll never be blindsided by surprise fees for individual connectors or features, because each plan is tailor exactly to your needs.\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About Funnel.io?\u003C/h2>\u003Cp>We analyzed recent reviews and discussions from independent platforms like G2, Capterra, Trustpilot, and relevant Reddit communities (like r/PPC and r/Marketing) to identify the major themes—both positive and negative—in user feedback.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">Overall G2 Funnel.io Rating\u003C/td>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/funnel/reviews\">4.5/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">Overall Capterra Funnel.io Rating\u003C/td>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.in/software/156756/funnel\">4.7/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Funnel.io pros: What users love\u003C/h3>\u003Cp>✅ \u003Cstrong>Easy to integrate with other tools\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-10230325\" target=\"_blank\" rel=\"noopener noreferrer\">Lauren D. on G2\u003C/a> says that Funnel was “generally easy to integrate with our other already existing software.”\u003C/p>\u003Cp>This means Funnel largely plays well with the rest of your stack. If you're already using BI tools like Looker or Tableau, Funnel acts as a smooth data pipeline—not a walled garden. This is especially useful for in-house data teams with pre-established workflows.\u003C/p>\u003Cp>✅ \u003Cstrong>Huge connector library + file import fallback\u003C/strong>\u003C/p>\u003Cp>Chances are, if you run ads or email campaigns there, Funnel connects to it. And if it doesn’t, you can still bring in the data manually through their file import tool. \u003C/p>\u003Cp>It’s not as elegant as a native integration, but it gets the job done.\u003C/p>\u003Cp>This is what \u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9614708\" target=\"_blank\" rel=\"noopener noreferrer\">Chris G. likes best about Funnel\u003C/a>: “Numerous connectors available for various platforms…Flexible File Import tool for platforms not available natively.”\u003C/p>\u003Cp>✅ \u003Cstrong>Helpful learning and quick analysis features\u003C/strong>\u003C/p>\u003Cp>Learning and quick exploration features add another layer of value. The existence of a \"proper university to teach about their platform\" is a definite plus, and the \"Data exploration tool works well for quick, ad hoc analysis.\"\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_positive_review_e96f96ae10.png\" alt=\"Funnel Positive Review - User review of Funnel with 5 stars, text, and green verification badges.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9695085\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Ch3>Funnel.io cons: Where users get frustrated\u003C/h3>\u003Cp>\u003Cstrong>❌ Cancellation policies feel rigid—and even “predatory”\u003C/strong>\u003C/p>\u003Cp>The most recent review (March 2025) on \u003Ca href=\"https://www.trustpilot.com/reviews/67cef66ccf9cf1eea31851b2\" target=\"_blank\" rel=\"noopener noreferrer\">Trustpilot from brett\u003C/a> says: “If you’re considering signing up, be extremely cautious and read the fine print. There are plenty of companies out there with transparent and fair policies—this isn’t one of them.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_negative_review_2_44a4be47e3.png\" alt=\"Funnel Negative Review - Screen shot of negative online review.\">\u003C/p>\u003Cp>Multiple users flag the cancellation process as inflexible at best—and borderline exploitative at worst. Forget to cancel early, and you could be on the hook for another full billing cycle, even if you no longer need the service. \u003C/p>\u003Cp>That’s a major red flag for budget-conscious teams or agencies managing multiple vendors.\u003C/p>\u003Cp>\u003Cstrong>❌ Data integrity issues from duplicate sources or missing KPIs\u003C/strong>\u003C/p>\u003Cp>A \u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9382078\" target=\"_blank\" rel=\"noopener noreferrer\">verified user on G2\u003C/a> shares: “Missing some kpis and sometimes there are discrepancies that need to be investigated with the support team.”\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9397921\" target=\"_blank\" rel=\"noopener noreferrer\">Another verified user\u003C/a> complains: “There are issues when sometimes a data source needs connected more than once and causes doublecounting of metrics.”\u003C/p>\u003Cp>For a platform built around clean data, users report inconsistent results. Some integrations lead to duplicate metrics, while others lack key fields—forcing users to chase down answers with support.\u003C/p>\u003Cp>For high-stakes client reports, that’s a problem.\u003C/p>\u003Cp>\u003Cstrong>❌ Constant need to micromanage usage to avoid flexpoint overages\u003C/strong>\u003C/p>\u003Cp>Funnel’s flexpoint model sounds flexible—but in practice, it means constantly monitoring your syncs. Forget to pause a datasource, and you’re burning credits. If you want to pull historical data for one ad account? That’ll cost extra. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9402897\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user on G2\u003C/a> captures this pain point: “The pricing model can be an issue, requiring consistent monitoring to ensure that you’re not underusing data sources/exports or have connections that are no longer being actively used.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_negative_review_4_98fbcab0d0.png\" alt=\"Funnel Negative Review - A customer review highlighting areas for improvement.\">This makes budgeting harder, especially in larger teams with lots of active campaigns.\u003C/p>\u003Cp>“Depending on size of agency of company, it is very easy to use up all of your flexpoints,” shares Chris G, a five-star reviewer.\u003C/p>\u003Cp>\u003Cstrong>❌ A steep learning curve and lack of in-platform guidance\u003C/strong>\u003C/p>\u003Cp>Funnel is a technical tool first, marketing tool second. Even users who find it powerful wish there were more built-in prompts, templates, or walkthroughs—especially for data cleanup. For non-analysts or junior team members, the platform can feel opaque without strong onboarding support.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9418680\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user on G2 shares\u003C/a>: “a useful added feature that would help less technical people is to have more guidance/suggestions on how the the data can be cleaned/mapped via funnel.”\u003C/p>\u003Ch2>What Does Funnel.io Genuinely Do Well?\u003C/h2>\u003Cp>Funnel.io positions itself as a \"Marketing Data Hub.\" At its core, it's a sophisticated data integration and ETL (Extract, Transform, Load) tool designed for marketers.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Extract\u003C/strong>: Funnel.io excels at connecting to a massive number of marketing data sources. This includes marketing platforms (Google, Meta, LinkedIn, TikTok, etc.), analytics tools (Google Analytics), CRM systems, ecommerce platforms, etc. It automates the laborious task of pulling data from these disparate systems.\u003C/li>\u003Cli>\u003Cstrong>Transform\u003C/strong>: This is where Funnel.io's power for technical users shines. It allows you to clean, map, group, and harmonize your data. You can create custom dimensions and metrics, standardize naming conventions (so \"campaign_X\" from Facebook Ads aligns with \"Campaign_X\" from Google Ads), and apply currency conversions. This prepares the data for analysis, making it \"analysis-ready.\"\u003C/li>\u003Cli>\u003Cstrong>Load\u003C/strong>: Once transformed, Funnel.io sends this prepared data to various destinations. Typically, these are:\u003Cul>\u003Cli>\u003Cstrong>Business Intelligence (BI) tools\u003C/strong>: Looker Studio (formerly Google Data Studio), Tableau, Microsoft Power BI.\u003C/li>\u003Cli>\u003Cstrong>Data warehouses\u003C/strong>: Google BigQuery, Snowflake, Amazon Redshift.\u003C/li>\u003Cli>\u003Cstrong>Spreadsheets\u003C/strong>: Google Sheets.\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003Ch3>So, your data is in Funnel.io...now what?\u003C/h3>\u003Cp>If your pain is purely about \u003Ci>getting\u003C/i> diverse marketing data into your powerful, existing BI setup, Funnel.io is a contender. \u003C/p>\u003Cp>But for many, that's only half the battle.\u003C/p>\u003Cp>Funnel.io has collected and transformed your data. It's clean, harmonized, and \"analysis-ready.\" \u003C/p>\u003Cp>Fantastic.\u003C/p>\u003Cp>But how do you actually \u003Ci>use\u003C/i> this data to:\u003C/p>\u003Cul>\u003Cli>Create professional, visually appealing reports for your clients?\u003C/li>\u003Cli>Provide easy-to-understand dashboards for your C-suite?\u003C/li>\u003Cli>Automate the delivery of these reports?\u003C/li>\u003Cli>Allow non-technical team members (like Account Managers) to build or customize these reports?\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Funnel.io itself doesn't do this\u003C/strong>—except offering very basic native dashboards.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_basic_dashboard_aa62e70920.png\" alt=\"Funnel Basic Dashboard - A dashboard displaying performance marketing metrics, including cost, sessions, and traffic sources.\">\u003C/p>\u003Cp>\u003Ca href=\"https://storylane-prod-uploads.s3.us-east-2.amazonaws.com/company/company_c9e765c2-d2f2-4801-af60-5f7857494065/project/project_0cd7f556-1b8a-43a0-9d56-8c9bec55c06b/page/1733326009735.png\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>So, the inevitable next step for almost all Funnel users who need to produce reports is to connect Funnel to a separate data visualization or BI tool. \u003C/p>\u003Cp>The most common choice, especially for its \u003Ci>perceived\u003C/i> low cost, is Looker Studio. (Which, \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\" target=\"_blank\" rel=\"noopener noreferrer\">if you’re a growing marketing agency, you’ll outgrow\u003C/a> very soon.)\u003C/p>\u003Cp>\u003Cstrong>Spoiler alert\u003C/strong>: Funnel.io and Looker Studio often step on each other's toes.\u003C/p>\u003Cp>This forced partnership, born out of Funnel’s connector-only nature, doesn't just add a couple of steps to your workflow; it breeds a host of new frustrations that anyone seriously considering Funnel needs to anticipate.\u003C/p>\u003Ch3>Real-life success story: How Peak Seven ditched the Funnel + Looker Studio struggle\u003C/h3>\u003Cp>Kim Strickland, a Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a>, used to spend 40+ hours per report in \u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-alternatives\">Looker Studio\u003C/a> while using Funnel for data prep—and Supermetrics for connector gaps.\u003C/p>\u003Cp>\u003Cstrong>I call this the “two-tool Frankenstein.” \u003C/strong>Actually, make that \u003Ci>three\u003C/i> for Kim.\u003C/p>\u003Cp>Kim constantly battled broken filters, mismatched fields, and client-facing errors that tanked trust.\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Looker Studio was slow and always breaking. The data wouldn’t pull through, or it would pull through incorrectly. It was frustrating, time-consuming, and a constant guessing game.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>After switching to Whatagraph\u003C/strong>\u003C/a>\u003Cstrong>, Kim saved 63 hours per month on reporting, which translated into $9K savings per client, per month. \u003C/strong>She now builds custom templates, uses drag-and-drop widgets, and confidently shares real-time dashboards with clients. \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>With Looker Studio, everything was muddled. But Whatagraph has opened up transparency and communication. Whatagraph is now our Bible—both for clients and internal teams.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Funnel_vs_Whatagraph_2366a22b7c.png\" alt=\"Whatagraph vs. Funnel.io comparison - Whatagraph\">\u003Cbr>What's the Real Story With Funnel.io? \u003C/h3>\u003Cp>If using Funnel with another tool always feels this messy, you might be thinking: why bother at all?\u003C/p>\u003Cp>So, what is it about Funnel.io—its features, pricing, or reputation—that still draws people in?\u003C/p>\u003Cp>And are the workflow headaches just part of the deal…or could they be avoided if you really knew how to work the system?\u003C/p>\u003Cp>Let’s take a closer look and find out if Funnel.io is actually worth the effort. Or just adding more complexity to your tech stack.\u003C/p>\u003Ch2>Funnel.io Deep Dive #1: Data Pulling and Connectors\u003C/h2>\u003Cp>A data pipeline lives or dies by its ability to pull data. Reliably and completely. \u003C/p>\u003Cp>Funnel.io boasts an impressive arsenal of connectors. But once you flip that switch and hit 'connect,' what really happens? \u003C/p>\u003Cp>Let’s find out.\u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>Funnel has a huge integration library—with over 500 connectors available in total—but the actual number you can use depends entirely on your pricing tier.\u003C/p>\u003Cul>\u003Cli>Starter plan users get access to around 121 connectors.\u003C/li>\u003Cli>Business users can tap into 579 connectors.\u003C/li>\u003Cli>Enterprise tiers unlock up to 590+ connectors, including advanced and custom connectors.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_data_sources_10830a701b.png\" alt=\"Funnel Data Sources - Data source options including Google Ads, Facebook, and LinkedIn.\">That’s a wide range—but not all integrations are created equal. \u003C/p>\u003Cp>Some reviewers point out that certain connectors feel half-baked or incomplete, lacking key metrics or have “bugs…that haven’t been solved after a few months.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_io_review_862bc6e5a6.png\" alt=\"Funnel Io Review - A user review highlighting dislikes about Funnel with an arrow pointing towards text.\">\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9380465\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>Does a high quantity of connectors always guarantee the quality and depth of data pulled from each and every one?\u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/PPC/comments/1jvxp9k/title_funnelio_alternatives_unreliable_data/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">A Reddit user in r/PPC\u003C/a> shares their disappointing experience with Funnel’s data pipeline: “Connections started failing repeatedly and the lack of reliability has become a real headache.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_review_reddit_negative_1_ecc6f37c91.png\" alt=\"Funnel Review Reddit Negative - Screenshot of a Reddit post about Funnel.io alternatives.\n\">They also mention that Funnel seems to prioritize “quantity of integrations over quality.”\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: We’re pretty proud of our 99.95% uptime guarantee. And if something \u003Ci>does\u003C/i> break, our Product Engineers get a Bat signal to fix it ASAP—even if it’s midnight where they are.\u003C/p>\u003Cp>But what happens when a connection doesn't just falter, but disappears entirely, without warning? This takes the reliability concern to a whole new level.\u003C/p>\u003Cp>\u003Cstrong>In one instance, Funnel.io allegedly dismissed or deprecated essential connectors without any prior communication to its clients\u003C/strong>. \u003C/p>\u003Cp>Imagine waking up one day to find a critical data feed for your business—or your client's business—simply gone. That’s what happened to \u003Ca href=\"https://www.trustpilot.com/reviews/65aa7a0e380328dc8f347586\" target=\"_blank\" rel=\"noopener noreferrer\">David Cattaneo\u003C/a> just last year:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_negative_review_3_2119b12936.png\" alt=\"Funnel Negative Review - Review with one star, negative review and details.\">\u003C/p>\u003Cp>“Beyond apologizing, they weren't able to offer a solution.”\u003C/p>\u003Ch3>Can you\u003Ci> really \u003C/i>control your data flow?\u003C/h3>\u003Cp>Short answer: not really.\u003C/p>\u003Cp>You can’t specify exactly how much historical data you want to import. \u003Cstrong>Funnel often pulls two years of data by default, especially when you first connect a source, \u003C/strong>\u003Ca href=\"https://help.funnel.io/en/articles/1216665-how-often-does-funnel-import-data\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>according to their documentation\u003C/strong>\u003C/a>\u003Cstrong>. \u003C/strong>That might sound convenient, but for larger clients with high data volumes, it’s a killer. \u003C/p>\u003Cp>Especially because it takes a few minutes—not seconds, for even one data source to pull data.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_pull_data_69d29b4693.png\" alt=\"Funnel Pull Data - A data sources table with various columns and one row displayed.\">One agency reported syncs that took \u003Ci>days\u003C/i> to complete because Funnel was trying to ingest two years of Facebook Ads data all at once.\u003C/p>\u003Cp>And even worse—you’re paying for all that excess. Because of Funnel’s \"flexpoints,\" each excessive pull burns through your credits. No toggle, no filter, no easy fix.\u003C/p>\u003Cp>For example, I connected just \u003Ci>one\u003C/i> data source (Google Analytics) and it used up 205 out of 400 of my flexpoints on the free plan. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_flexpoints_033e04d1d7.png\" alt=\"Funnel Flexpoints - Data overview window showing usage, connectors, and dashboards.\">\u003C/p>\u003Cp>That’s \u003Ci>one\u003C/i> data source and \u003Ci>one\u003C/i> dashboard. Imagine how quickly a full-fledged marketing agency with multiple clients and potentially hundreds of data sources would burn through these.\u003C/p>\u003Cp>Plus, they mention a “Flexpoint Rate Card” in \u003Ca href=\"https://help.funnel.io/en/articles/6172404-what-are-flexpoints\" target=\"_blank\" rel=\"noopener noreferrer\">their documentation,\u003C/a> but nowhere do I see dollar signs to give me an indication as to what they might actually cost. Basically, you need to be on your toes, or your bill will give you sticker shock.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9384992\" target=\"_blank\" rel=\"noopener noreferrer\">As Raphael V. on G2\u003C/a> notes: “...the incremental price increase makes it a bit harder to sell to our executives, and we need to continuously pause datasources if we no longer use them to save previous flexpoints.”\u003C/p>\u003Ch3>What about hitting platform quotas?\u003C/h3>\u003Cp>If you're pulling granular campaign-level data across multiple accounts, especially on platforms like Facebook, you can hit API quotas fast. Some users even reported ad account lockouts from over-pulling data, which stops campaigns in their tracks.\u003C/p>\u003Cp>That’s not something Funnel advertises, but it’s definitely something users have had to work around.\u003C/p>\u003Cp>For any marketing agency or marketer, an ad account lockout during a critical campaign is a full-blown catastrophe. Campaigns grind to a halt. Client trust evaporates. \u003C/p>\u003Ch3>Is all your critical data actually making it through?\u003C/h3>\u003Cp>Not always. Some key metrics—like \"View Content\" for Facebook Ads—simply don’t show up. Funnel pulls what it pulls, and it’s not always documented what’s missing.\u003C/p>\u003Cp>That means you either:\u003C/p>\u003Cul>\u003Cli>Revert to manual exports and uploads (which defeats the purpose of automation).\u003C/li>\u003Cli>Or accept incomplete reports and hope no one notices.\u003C/li>\u003C/ul>\u003Cp>This brings us back to data completeness. When essential data is missing from the get-go, a cascade of problems follows, impacting everyone from the analyst in the trenches to the client signing the checks:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Can you truly trust your reports?\u003C/strong> If you \u003Ci>know\u003C/i> certain key metrics are AWOL, or if there's a lingering doubt about what Funnel.io \u003Ci>didn't\u003C/i> pull, how much faith can you really place in the dashboards and reports generated downstream?\u003C/li>\u003Cli>\u003Cstrong>What's the real cost to your team's time and agency's credibility?\u003C/strong> Your analysts, instead of focusing on high-value strategic analysis, are now burdened with detective work: identifying data gaps, patching reports with manual exports, or trying to explain to stakeholders why certain numbers just aren't there. \u003C/li>\u003C/ul>\u003Cp>For agencies, presenting reports based on known (or suspected) incomplete data is a risk to your reputation as data-driven experts.\u003C/p>\u003Ch3>When your needs shift or grow, how transparent and adaptable is Funnel.io's data model?\u003C/h3>\u003Cp>Funnel’s data model is rigid. \u003C/p>\u003Cp>Fields are mapped as-is, with limited ability to blend, rename, or standardize across sources. Unlike tools that offer custom dimensions and metric formulas, Funnel expects you to take the data as it comes—or fix it elsewhere.\u003C/p>\u003Cp>\u003Cstrong>This \"fix it elsewhere\" approach translates directly into a mountain of extra work\u003C/strong>. Imagine your Facebook Ads campaign names are “FB_Campaign_SummerSale_2025” and your Google Ads names are “Google_Summer_Sale_Campaign_25.” \u003C/p>\u003Cp>If you can't easily standardize these to a single \"Summer Sale 2025\" dimension \u003Ci>within\u003C/i> Funnel.io, your analysts are now forced to perform this painstaking data janitorial work manually in Looker Studio, Tableau, or spreadsheets.\u003C/p>\u003Cp>And the ripple effects are significant. \u003C/p>\u003Cp>That extra downstream work for analysts means reports take longer to arrive, potentially missing crucial decision-making windows. The increased risk of manual errors in the BI tool due to complex transformations means you might be looking at reports you can't fully trust.\u003C/p>\u003Ch3>What an all-in-one alternative can offer instead: \u003C/h3>\u003Cp>With a platform like Whatagraph, you can:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Stop wrestling with data pulls\u003C/strong>: Get pinpoint control over data date ranges and filters from the get-go, eliminating costly overages and frustrating sync delays before they even start.\u003C/li>\u003Cli>\u003Cstrong>Access \u003C/strong>\u003Ci>\u003Cstrong>all\u003C/strong>\u003C/i>\u003Cstrong> your critical data, reliably\u003C/strong>: Lean on fully managed, native connectors for deep, comprehensive data from every major platform, with the flexibility to incorporate custom metrics when standard fields aren't enough.\u003C/li>\u003Cli>\u003Cstrong>Keep your ad accounts safe and marketing campaigns live\u003C/strong>: Benefit from expertly maintained, in-house connectors proactively designed to respect platform API quotas and shield you from account lockouts.\u003C/li>\u003Cli>\u003Cstrong>Get data that’s instantly report-ready, no \"fixing it elsewhere\"\u003C/strong>: Effortlessly create unlimited custom dimensions and sophisticated data blends directly within the platform, guaranteeing your information is clean, complete, and perfectly structured for immediate insights.\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Funnel.io boasts many connectors, but beware: full access costs more, and users often struggle with unreliable data and key information going missing.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Funnel.io Deep Dive #2: UX and Usability\u003C/h2>\u003Cp>For a tool that handles something as complex as data transformation, how does Funnel.io actually feel to use day-to-day? \u003C/p>\u003Cp>Does it empower your whole team, or just a select few data experts?\u003C/p>\u003Ch3>Is the interface intuitive and modern?\u003C/h3>\u003Cp>While Funnel.io's marketing often highlights ease of use, and some technical users find it straightforward for specific data \u003Ci>ingestion\u003C/i> tasks, a significant portion of user feedback points elsewhere.\u003C/p>\u003Cp>Lauren D. on G2 says: “There is a decent learning curve to using Funnel. I wish it were more intuitive to just pick up.”\u003C/p>\u003Cp>In my one week of trialling the platform, I had to keep going back to help documentation to verify if I’m actually using it correctly. \u003C/p>\u003Cp>I found the lack of contextual, in-platform guidance really frustrating especially for pages like “Views,” where you see a lot of nested menus. Information overload. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_views_8a184faf1e.png\" alt=\"Views - Screenshot of a business dashboard with charts and setup options.\">\u003C/p>\u003Cp>This becomes especially problematic for agencies, where cross-functional teams need to be able to jump in and out of the platform. A junior account manager won’t survive five minutes in Funnel without help.\u003C/p>\u003Cp>The interface isn’t exactly “modern” as well—especially if you compare it to a tool like Whatagraph. \u003C/p>\u003Cp>Funnel’s UI hasn’t seen significant usability upgrades in years, and it shows. Button placements, menu logic, and overall dashboard layout feel dated. For users accustomed to cleaner, more intuitive software experiences, Funnel can feel clunky—rigid, even.\u003C/p>\u003Cp>And that visual clunkiness adds friction. \u003C/p>\u003Cp>When you’re already dealing with a complex data flow, the last thing your team needs is to waste time figuring out how to navigate the tool itself.\u003C/p>\u003Cp>I do, however, appreciate that it includes “color blind friendly” and “high contrast” options to make it more accessible to visually-impaired users.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_accessibility_options_b14a1580b5.png\" alt=\"Funnel Accessibility Options - Accessibility dropdown menu with options including \">\u003C/p>\u003Ch3>Is it truly beginner-friendly for everyone on your team? \u003C/h3>\u003Cp>We aren’t talking about general hand-holding. Specific, everyday data tasks can become surprisingly complex. \u003C/p>\u003Cp>Take joining data from different ad accounts or platforms into one unified table—a fundamental step for seeing the full marketing picture. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9445291\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user on G2 flags this\u003C/a> as a key hurdle, noting you ”can’t really join different source and create a single data table, making it somewhat confusing.”\u003C/p>\u003Cp>Another \u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-9418680\" target=\"_blank\" rel=\"noopener noreferrer\">verified user\u003C/a>, who although praises Funnel.io for being user-friendly still says: “maybe a useful added feature that would help less technical people is to have more guidance/suggestions on how the the data can be cleaned/mapped via funnel.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Funnel_io_review_UX_and_usability_9a61c57e52.png\" alt=\"Funnel Io Review UX And Usability - Customer feedback for Funnel.io data tool.\">\u003C/p>\u003Cp>This effectively puts comprehensive analysis out of reach for anyone who hasn't climbed Funnel.io's steep learning curve or doesn't have a data engineering background.\u003C/p>\u003Ch3>\u003Cstrong>What you \u003C/strong>\u003Ci>\u003Cstrong>won’t\u003C/strong>\u003C/i>\u003Cstrong> need to worry about with an all-in-one platform like Whatagraph\u003C/strong>:\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Fighting with an outdated or confusing interface\u003C/strong>: You'll get a genuinely modern, clean, and intuitive platform that’s regularly updated with marketers like you in mind. Think clear menus, easy-to-find features, and an experience designed to make your workday simpler, not more complicated. It’s built for marketing teams, not just data engineers.\u003C/li>\u003Cli>\u003Cstrong>A massive learning curve\u003C/strong>: Whatagraph is built so your \u003Ci>entire\u003C/i> marketing team can actually use it from day one. You can get your first report looking great in just a few minutes, not weeks of training. You don’t need advanced coding skills or a data science degree—just your marketing know-how.\u003C/li>\u003Cli>\u003Cstrong>Reporting bottlenecks\u003C/strong>: Imagine your account managers quickly tweaking a client's report, or a new intern confidently adding a new chart to a dashboard. With simple, intuitive tools like drag-and-drop, everyone on your team can easily create and edit reports, making data accessible to all.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">This G2 user\u003C/a> attests to how easy to use Whatagraph is:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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.  \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Here’s how easy it is to build your first report with Whatagraph\u003C/strong>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_drap_and_drop_606a152682.gif\" alt=\"Whatagraph Drap And Drop - Interface with a new report and drag and drop widgets.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Funnel might be fine if you have a dedicated data team. But if you’re hoping for a tool that the entire team can use confidently—from interns to client leads—this isn’t it.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Funnel.io Deep Dive #3: Visualization and Reporting\u003C/h2>\u003Cp>Funnel doesn’t do reporting. It \u003Ci>prepares\u003C/i> data for reporting. And that gap creates a cascade of new challenges.\u003C/p>\u003Ch3>Can funnel dashboards actually impress your clients?\u003C/h3>\u003Cp>As they've acknowledged, their own native \"Funnel Dashboards\" are basic and \"\u003Ca href=\"https://funnel.io/blog/funnel-dashboards-are-here\">aren’t some kind of Tableau or Looker Studio killer—at least not yet.\u003C/a>”\u003C/p>\u003Cp>While their internal dashboards might serve for quick data checks by those already deep in Funnel's backend, they're rarely the polished end-product you'd proudly present externally.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Funnel_Google_Analytics_dashboard_52f5edcb2c.png\" alt=\"Funnel Google Analytics Dashboard - A data dashboard with tables, charts, and key metrics.\">\u003Ca href=\"https://funnel.io/templates/ga-overview\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>I echo that it’s basic because it prioritizes function over communication—and that’s often the difference between a data tool you\u003Ci> use\u003C/i> and one you rely on to prove \u003Ci>value\u003C/i>.\u003C/p>\u003Cp>\u003Cstrong>Let me show you what I mean\u003C/strong>:\u003C/p>\u003Cp>With the Funnel Dashboard, you've got your KPIs—Sessions, Views, Key Events—a trendline for sessions, a bar chart for conversions by event, and a data table. It displays key numbers. \u003C/p>\u003Cp>Clear enough for a daily check-in.\u003C/p>\u003Cp>But let's put on our \"C-Suite presentation\" hat. Suddenly, \"functional\" isn't enough. \u003C/p>\u003Cp>This is where the \"basic\" label sticks, and here’s why:\u003C/p>\u003Cp>\u003Cstrong>1. Where's the story, the \"so what?\"\u003C/strong> The Funnel dashboard presents data points. But client reports need a narrative. They need insights, explanations for why numbers are up or down, and clear recommendations. There’s no room here for that crucial qualitative layer, the strategic thinking that turns data into actionable intelligence.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>:\u003Cstrong> \u003C/strong>Whatagraph empowers you to move beyond just presenting numbers to actually explaining the \"why\" behind them. \u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Use flexible text box widgets directly on your reports to explain what the data \u003Ci>really\u003C/i> means—summarize key results, spotlight emerging trends, or flag critical changes that demand client attention.\u003C/li>\u003Cli>\u003Ca href=\"https://help.whatagraph.com/en/articles/10260602-ai-generated-summaries-in-text-widgets\">Generate AI summaries\u003C/a> so you have a strong starting point, helping you turn raw numbers into a clear story your clients will actually understand.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ai_summaries_7e0b125403.gif\" alt=\"\">\u003Cstrong>2. Is it visually compelling or just...data on a screen?\u003C/strong> The charts and layout are very standard in the Funnel dashboard—they do the job, but they don't look special. Can you control all the small design details like colors, fonts, and placement to create a unique brand style? Not really.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: Instead of just functional, you get finesse:\u003C/p>\u003Cul>\u003Cli>An easy drag-and-drop way to design, using lots of modern charts and tables. For example, you can style tables with helpful features like summary rows for totals or zebra stripes for easy reading. \u003C/li>\u003Cli>Resize and reposition every single widget—charts, tables, text boxes, images. Need to make that crucial KPI scorecard bigger? Want to fit three key charts side-by-side? You decide. \u003C/li>\u003Cli>Choose your perfect view—Portrait mode for PDF-friendly reports or Landscape for screen presentations with minimal scrolling. Switch layouts anytime.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_report_builder_2768854020.gif\" alt=\"Whatagraph Report Builder - A social media overview report with options to make changes.\">\u003C/p>\u003Ch3>Can you customize and white-label reports without jumping to another tool?\u003C/h3>\u003Cp>Can you fully brand those outputs with your agency's distinct identity—your logo, your exact brand colors, custom domains for shared links—in a way that looks effortlessly professional? \u003C/p>\u003Cp>Generally, no. \u003C/p>\u003Cp>Unless you shell out top dollar on the Business or Enterprise plan, \u003Ca href=\"https://help.funnel.io/en/articles/10576621-create-branding-for-a-portal\" target=\"_blank\" rel=\"noopener noreferrer\">according to Funnel\u003C/a>. If you’re on their Free or Starter plan, your reports will show \u003Ci>their\u003C/i> branding by default, not yours.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_custom_branding_8d34058684.png\" alt=\"Funnel Custom Branding - Portal creation window with error message about unavailable feature.\">This stark reality forces most teams to rely entirely on their external BI tools for any meaningful visualization and report branding. \u003C/p>\u003Cp>You're right back in that often unstable, invariably more costly, fragmented \"two-tool Frankenstein.”\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: We know how important it is for your reports to look like yours—so we don’t gatekeep white-label features behind expensive plans:\u003C/p>\u003Cul>\u003Cli>Set up your global branding theme once—your agency’s exact colors, logos, and preferred style—and Whatagraph makes sure all new reports automatically inherit these settings.\u003C/li>\u003Cli>Apply your main branding at the global team level for consistency, make specific tweaks at the individual report level for unique client needs, or even fine-tune details down to the widget level for that extra touch of polish.\u003C/li>\u003Cli>Dig into the \"Custom Branding\" settings to easily edit color palettes, upload logos, and even style your automated report emails. Whatagraph's custom domain feature means instead of clients seeing a whatagraph.com URL, they’ll see your reports on a link like reports.youragency.com. \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_custom_branding_689f8a2118.gif\" alt=\"whatagraph custom branding.gif\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Funnel gets your data in but doesn’t help you get it out in a way clients will love. You’ll need a second tool to build, brand, and send reports. That means more work, more cost, and more room for errors.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Funnel.io Deep Dive #4: Daily Workflows and Customer Support\u003C/h2>\u003Cp>This is your daily reality. Your workflow is split:\u003C/p>\u003Col>\u003Cli>Configure and manage data connections and transformations in Funnel.io.\u003C/li>\u003Cli>Build, customize, and manage your actual reports and dashboards in Looker Studio (or other BI tool).\u003C/li>\u003C/ol>\u003Cp>That means more moving parts, more time spent troubleshooting, and more things to go wrong.\u003C/p>\u003Cp>So, what kind of safety net does Funnel.io offer, especially when it's only one piece of your reporting puzzle?\u003C/p>\u003Ch3>Can you do end-to-end marketing analysis in a unified workspace within Funnel.io?\u003C/h3>\u003Cp>Spoiler: No. \u003C/p>\u003Cp>Funnel.io doesn’t offer native, full-featured reporting or dashboarding built for strategic insight. You’ll need a second tool for that.\u003C/p>\u003Cp>And this is where it gets annoying. \u003C/p>\u003Cp>\u003Cstrong>I configured Looker Studio as my dataset destination, and now I have two different tools in two tabs open in front of me—when really, I just wanted to create \u003C/strong>\u003Ci>\u003Cstrong>one\u003C/strong>\u003C/i>\u003Cstrong> report. \u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/looker_studio_funnel_export_0461f587c5.png\" alt=\"\">\u003C/p>\u003Cp>Now imagine this workflow mushrooming across \u003Ci>several\u003C/i> clients and \u003Ci>severa\u003C/i>l dashboards. Daily. \u003C/p>\u003Cp>You're then dealing with two platforms: two learning curves, two sets of potential bugs or limitations, and often two subscription costs (Funnel.io + any premium BI tool licenses, or the \"cost\" of developer time for open-source BI tools).\u003C/p>\u003Cp>\u003Cstrong>Welcome back to the “two-tool Frankenstein.”\u003C/strong>\u003C/p>\u003Cp>That constant context-switching, that mental gear-shift between Funnel.io’s data logic and your BI tool’s visualization logic, chips away at focus and adds friction where you want \u003Ci>flow\u003C/i>.\u003C/p>\u003Cp>\u003Cstrong>So, the question is: how much time are you spending coordinating tools vs. creating insights?\u003C/strong>\u003C/p>\u003Cp>When two systems don't talk to each other natively, every task becomes a mini project:\u003C/p>\u003Cul>\u003Cli>Sync a field in Funnel.\u003C/li>\u003Cli>Validate it in Looker.\u003C/li>\u003Cli>Explain to the client why a widget looks “off.”\u003C/li>\u003Cli>Chase support on two platforms when something breaks.\u003C/li>\u003C/ul>\u003Cp>This overhead adds up—fast.\u003C/p>\u003Ch3>What’s the alternative?\u003C/h3>\u003Cp>\u003Cstrong>Meet Whatagraph\u003C/strong>. (Again—properly this time.)\u003C/p>\u003Cp>Whatagraph is an all-in-one solution: ETL (Extract, Transform, Load), visualization, automation, and sharing—everything lives in one platform.\u003C/p>\u003Cp>Here's how Whatagraph works to simplify your data:\u003C/p>\u003Cul>\u003Cli>\u003Ca href=\"https://whatagraph.com/integrations\">\u003Cstrong>Connect\u003C/strong>\u003C/a>: In just a few clicks, hook up all your disparate marketing channels and data sources. Then, watch your data flow in automatically, consistently, and reliably.\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/organize\">\u003Cstrong>Organize\u003C/strong>\u003C/a>: Effortlessly blend data from multiple sources, create powerful custom metrics that reflect your unique business logic, and define clear dimensions—all without writing a single line of code.\u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/visualize\">\u003Cstrong>Visualize\u003C/strong>\u003C/a>:\u003Cstrong> \u003C/strong>Use Whatagraph's intuitive drag-and-drop widgets or choose from a gallery of professionally designed, pre-built templates to craft beautiful, \u003Ca href=\"https://whatagraph.com/blog/articles/white-label-marketing-tools\">fully white-labeled reports\u003C/a>. \u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/performance-monitoring\">\u003Cstrong>Monitor\u003C/strong>\u003C/a>:\u003Cstrong> \u003C/strong>Easily break down—or even aggregate—your data by client, campaign, specific ad creative, or even account manager. Spot emerging trends, compare performance across different segments, and get to the actionable insights faster. Plus, our AI-powered chatbot can cut through the KPI clutter to deliver smart, bite-sized summaries when you need a quick understanding. \u003C/li>\u003Cli>\u003Ca href=\"https://whatagraph.com/share\">\u003Cstrong>Share\u003C/strong>\u003C/a>\u003Cstrong>: \u003C/strong>Send reports as live, interactive links, downloadable PDFs, or even versatile Excel files. Automate email delivery on any schedule you choose. If you need to integrate with \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a> for data warehousing or even send data to \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a> for specific use cases, Whatagraph’s got you covered there too—giving you the best of both an all-in-one platform and an open data pipeline when required.\u003C/li>\u003C/ul>\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.\">\u003Cstrong>All this on one marketing data platform means\u003C/strong>:\u003C/p>\u003Cp>✅ \u003Cstrong>Slash reporting time\u003C/strong>: Free up dozens of hours each month (like Peak Seven's 63!) for strategy, not just report building. \u003C/p>\u003Cp>✅ \u003Cstrong>Get a crystal-clear performance view\u003C/strong>: All your marketing data, organized and understandable in one central hub. \u003C/p>\u003Cp>✅ \u003Cstrong>Your whole team aligned, optimizing faster\u003C/strong>: One source of truth means smarter collaboration and quicker campaign wins. \u003C/p>\u003Cp>✅ \u003Cstrong>Data you can actually trust\u003C/strong>: Dramatically reduce frustrating inconsistencies, broken connections, and mismatched numbers. \u003C/p>\u003Cp>✅ \u003Cstrong>Prove your agency's value, loud and clear\u003C/strong>: Deliver professional, transparent reports that make your impact undeniable to clients and the C-Suite.\u003C/p>\u003Cp>Hear from Kim of Peak Seven herself—why she ditched the the Funnel + Looker Studio combination in favor of Whatagraph:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=bChMd19koww\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/bChMd19koww\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch3>Who do you call when something breaks?\u003C/h3>\u003Cp>If you're hoping for a dedicated expert to help optimize your setup and be your go-to person, you might need to temper expectations with Funnel.io. \u003C/p>\u003Cp>Dedicated success help isn't standard; it's typically reserved for those on their pricier higher-tier plans.\u003C/p>\u003Cp>This means you're often relying more on general support channels and your own initiative to maximize the platform's value.\u003C/p>\u003Cp>Plus, Funnel.io doesn’t own the full data-to-visualization stack, so bugs or issues can get \"bounced around.\" \u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: Every plan comes with a dedicated partner—your own Customer Success Manager. And because Whatagraph owns the ETL, reporting, and automation layers, issues get resolved faster—with no blame-shifting between third-party tools.\u003C/p>\u003Cp>When something breaks, there’s\u003Ci> one\u003C/i> platform to fix it—and our team has your back. \u003C/p>\u003Cp>\u003Cstrong>Our support is why customers like Stef Oosterik, Quality Manager at Dtch. Digitals, \u003C/strong>\u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">\u003Cstrong>LOVE us\u003C/strong>\u003C/a>\u003Cstrong>—and often switch over from Looker Studio\u003C/strong>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The support team is very responsive. This makes it easy for us to give feedback, think of solutions, and get the right data visible for clients quickly. And most issues are fixed in a day!\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Plus, we take feature requests VERY seriously. If you put in one, chances are, we’ll add it!\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>I’d say 80 to 90% of the necessary features we’ve requested have been implemented.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Also, Funnel doesn’t have a live chat feature. So, if you’re hoping for a quick answer, you could be hoping for a long time. \u003C/p>\u003Cp>Their AI chatbot aims to answer some questions in the absence of a human, but more often than not, I was redirected to an actual person—long after I’d left my workstation.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_ticket_system_f7df586bb9.png\" alt=\"Funnel Ticket System - Funnel ticket system with welcome message and reminder that this is not live chat.\">\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: Live chat support with response times under 4 minutes—no bouncing between vendors, no finger-pointing. And most importantly—no excruciating waiting.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_live_chat_a43984dbc2.png\" alt=\"Whatagraph Live Chat - Whatagraph live chat help panel in a red interface.\">\u003C/p>\u003Ch3>What are the other ways to get help?\u003C/h3>\u003Cp>Funnel.io offers several self-service and asynchronous support channels:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Knowledge Base\u003C/strong>: This is usually your first port of call. Funnel.io has an extensive online Help Center filled with articles, how-to guides, troubleshooting steps, and FAQs.\u003C/li>\u003Cli>\u003Cstrong>Email support/Ticket system\u003C/strong>: For issues that aren't resolved by the Help Center or for more complex problems, Funnel.io offers a way to submit support requests, usually via email or a ticketing system.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_knowledge_base_8ea3476934.png\" alt=\"Funnel Knowledge Base - Website with search bar and articles about Funnel.\">\u003C/p>\u003Cp>\u003Ca href=\"https://help.funnel.io/en/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Ch3>What are real users saying about their experience?\u003C/h3>\u003Cp>\u003Ca href=\"https://www.g2.com/products/funnel/reviews/funnel-review-6902700\" target=\"_blank\" rel=\"noopener noreferrer\">One recent G2 review\u003C/a> from 2025 praises Funnel’s support team for being responsive and helpful—credit where it’s due.\u003C/p>\u003Cp>“The support team have been amazing, they come back with answers to any problems I have had within the same day normally.”\u003C/p>\u003Cp>But that review seems to be the exception, not the rule.\u003C/p>\u003Cp>\u003Cstrong>Statistically, 3 out of 4 public customer support reviews from 2025 paint a far less flattering picture. \u003C/strong>\u003C/p>\u003Cp>On Trustpilot, users report being ghosted after reaching out, locked into contracts they no longer want, and frustrated by a lack of basic courtesy—like returning a phone call.\u003C/p>\u003Cp>\u003Ca href=\"https://www.trustpilot.com/reviews/68028c8f846f13ec57b6e092\" target=\"_blank\" rel=\"noopener noreferrer\">Mitch Poller complains\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>I called this company many times to find out about their services but I never received the call back they are very irresponsible and do not know how to run a business if they can't even make a phone call back who needs them deal with someone else.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>But a truly disheartening review comes from \u003Ca href=\"https://www.trustpilot.com/reviews/678a3f6c53ba153d9b33bbe0\" target=\"_blank\" rel=\"noopener noreferrer\">Javier Figorla\u003C/a> who had been a loyal Funnel.io customer for 10 \u003Ci>years\u003C/i>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/funnel_negative_review_1_55edc9b3ae.png\" alt=\"Funnel Negative Review - Online review with one star and negative comments about a company.\">\u003C/p>\u003Cp>Facing genuine financial difficulties, they tried to cancel their service just 20 days before the automatic renewal. The response was a rigid enforcement of a 30-day notice policy, effectively forcing them to pay for another entire year of a service they neither wanted nor could afford.\u003C/p>\u003Cp>When your reporting pipeline breaks mid-sync or your campaign dashboards suddenly look wrong, you don’t want a game of support ping-pong. \u003C/p>\u003Cp>You want answers. Fast.\u003C/p>\u003Cp>And that’s where Funnel’s split-stack approach hurts the most: one team owns the ETL. Another owns the visualization. And your support ticket just fell into the gap between them…\u003C/p>\u003Cp>\u003Cstrong>Meanwhile, real users have left Whatagraph glowing reviews for our dogged commitment to customer support excellence\u003C/strong>:\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10926049\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user\u003C/a> who’s been with us for seven years says we’ve been “very quick to fix everything” and “even make improvements based on feedback.” \u003C/p>\u003Cp>“Stellar group of people, these.” (One of our favorite reviews, really.)\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_positive_review_90a92c0c84.png\" alt=\"Whatagraph Positive Review - A customer review with 4-star rating and positive feedback about support.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10966050\" target=\"_blank\" rel=\"noopener noreferrer\">Another user says\u003C/a>: “I have found their support to be exceptionally helpful whenever a problem arises.”\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Funnel’s support can be a coin toss—great if you get lucky, infuriating if you don’t. And if you’re not on a premium plan, your odds don’t improve.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use Funnel.io and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Funnel.io if\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You're a large enterprise or a company\u003C/strong>: You have a dedicated data engineering team already managing a sophisticated BI setup (think Tableau, Power BI, or a custom data warehouse like BigQuery or Snowflake).\u003C/li>\u003Cli>\u003Cstrong>Your\u003C/strong> \u003Cstrong>primary goal is to automate the extraction and complex transformation of diverse marketing data\u003C/strong>: Client-facing reporting happens \u003Ci>much\u003C/i> further downstream, handled by separate tools and teams.\u003C/li>\u003Cli>\u003Cstrong>You have a substantial budget: \u003C/strong>You can comfortably absorb Funnel.io's usage-based Flexpoint pricing, plus the ongoing costs (licenses, developer time, maintenance) of your separate, advanced visualization and BI platforms.\u003C/li>\u003Cli>\u003Cstrong>You need to control every tiny, technical detail of your data preparation (ETL)\u003C/strong>: Possibly with code, AND you have true tech experts on your team who can manage that complexity.\u003C/li>\u003Cli>\u003Cstrong>You see your ETL tool strictly as a data pipeline\u003C/strong>: Its job is to prepare and deliver data, meaning you don't need the ETL tool itself to offer any significant native reporting, dashboarding, or client-ready visualization features.\u003C/li>\u003C/ul>\u003Cp>But what if you're \u003Ci>not\u003C/i> a massive enterprise with deep pockets and a dedicated data engineering squad? \u003C/p>\u003Cp>What if you \u003Ci>do\u003C/i> need polished, client-facing reports without the headache of a separate BI tool? \u003C/p>\u003Cp>\u003Cstrong>If \u003C/strong>\u003Ci>\u003Cstrong>that's\u003C/strong>\u003C/i>\u003Cstrong> your reality, then you're likely looking for an end-to-end solution like Whatagraph.\u003C/strong>\u003C/p>\u003Cp>✅ \u003Cstrong>One simple platform, not a two-tool headache\u003C/strong>: Forget the Funnel.io + Looker Studio + internal tools juggling act. Whatagraph brings everything you need for powerful reporting under one, easy-to-manage roof.\u003C/p>\u003Cp>✅ \u003Cstrong>So easy, your \u003C/strong>\u003Ci>\u003Cstrong>entire\u003C/strong>\u003C/i>\u003Cstrong> team can use it\u003C/strong>: From junior staff and account managers to your newest interns, anyone can confidently create, customize, and share professional reports.\u003C/p>\u003Cp>✅ \u003Cstrong>Built from the ground up for agencies\u003C/strong>: Add your branding to impress clients, manage multiple accounts in one view, export to BigQuery when needed, and use ready-made templates to create impactful reports quickly.\u003C/p>\u003Cp>✅ \u003Cstrong>You get time back in your day—guaranteed\u003C/strong>: Most Whatagraph users \u003Cstrong>reclaim a remarkable 30%-70% of the time\u003C/strong>. That means more time for what truly matters: strategy and happy clients.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to us to get started\u003C/a>. Upgrade from your Frankenstein tech stack and reclaim time back in your day. \u003C/p>",{"id":1023,"description":31,"items":1024},370,[1025,1029,1033,1037,1041],{"id":1026,"question":1027,"answer":1028},1439,"What is Funnel.io?","\u003Cp>Funnel.io is a marketing data integration platform that helps businesses collect, clean, and organize data from hundreds of advertising, analytics, and CRM platforms. It’s designed to act as a centralized “data hub,” so teams can move that data into tools like Looker Studio, Tableau, or spreadsheets for reporting.\u003C/p>",{"id":1030,"question":1031,"answer":1032},1440,"Is Funnel.io worth it?","\u003Cp>\u003Cspan style=\"color:#000000;\">It depends. If you already have a BI tool you love and a data team to maintain the flow, Funnel.io can help centralize your marketing data. But if you’re hoping for a true end-to-end reporting solution—without juggling multiple tools—you’ll likely run into limits fast.\u003C/span>\u003C/p>",{"id":1034,"question":1035,"answer":1036},1441,"How much does Funnel.io cost?","\u003Cp>\u003Cspan style=\"color:#000000;\">Funnel.io doesn’t list flat prices. Instead, it uses a Flexpoint system—you spend credits based on how many data sources you connect, how often you sync them, and where you send the data.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Real users report spending €100,000+ per year for 1,000 data sources—and that’s before building client-facing reports in Looker or Tableau.\u003C/span>\u003C/p>",{"id":1038,"question":1039,"answer":1040},1442,"Who owns Funnel io?","\u003Cp>\u003Cspan style=\"color:#000000;\">Funnel.io is a privately held company headquartered in Stockholm, Sweden. It was founded in 2014 by Fredrik Skantze and Per Made.\u003C/span>\u003C/p>",{"id":1042,"question":1043,"answer":1044},1443,"Does Funnel.io store data?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes, Funnel.io stores your transformed marketing data in its own cloud infrastructure. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Your data is stored securely. Funnel is GDPR- and CPPA-compliant and offers standard enterprise-grade security practices, including encryption at rest and in transit. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">That said, if you're handling highly sensitive or regulated data, it’s worth reviewing their \u003C/span>\u003Ca href=\"https://funnel.io/funnel-information-security-overview\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Information Security Overview\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> documentation or reaching out to their team for specifics.\u003C/span>\u003C/p>",{"id":1046,"metaTitle":530,"metaDescription":1047,"addNoIndex":15,"canonicalURL":31,"metaImage":1048},1933,"Read Funnel.io reviews, pricing, pros, cons, and real-user insights, plus when to consider a better alternative like Whatagraph.",{"id":977,"name":978,"alternativeText":979,"caption":31,"width":636,"height":637,"formats":1049,"hash":986,"ext":292,"mime":293,"size":987,"url":988,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":989,"updatedAt":990},{"thumbnail":1050},{"ext":292,"url":982,"hash":983,"mime":293,"name":984,"path":31,"size":985,"width":439,"height":440},{"id":42,"name":778,"slug":779,"title":780,"read_time":62,"createdAt":781,"updatedAt":782,"publishedAt":783,"image":1052,"author":1067,"content":1087,"faq":1097,"seo":1120},{"id":1053,"name":1054,"alternativeText":1055,"caption":31,"width":636,"height":637,"formats":1056,"hash":1062,"ext":292,"mime":293,"size":1063,"url":1064,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1065,"updatedAt":1066},14724,"Klipfolio_hero (1).png","Klipfolio Hero - A card with the letter K, surrounded by faded icons on a blue gradient.",{"thumbnail":1057},{"ext":292,"url":1058,"hash":1059,"mime":293,"name":1060,"path":31,"size":1061,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Klipfolio_hero_1_24b23b2eec.png","thumbnail_Klipfolio_hero_1_24b23b2eec","thumbnail_Klipfolio_hero (1).png",18.91,"Klipfolio_hero_1_24b23b2eec",108.84,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Klipfolio_hero_1_24b23b2eec.png","2025-05-27T13:48:23.295Z","2025-05-27T13:48:25.835Z",{"id":650,"name":651,"about":652,"email":31,"createdAt":653,"updatedAt":654,"publishedAt":655,"slug":656,"linkedin_url":657,"avatar":1068,"articles":1071,"seo":1081,"tool_reviews":1082},{"id":659,"name":660,"alternativeText":661,"caption":31,"width":662,"height":662,"formats":1069,"hash":670,"ext":665,"mime":465,"size":671,"url":672,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":673,"updatedAt":674},{"thumbnail":1070},{"ext":665,"url":666,"hash":667,"mime":465,"name":668,"path":31,"size":669,"width":440,"height":440},[1072,1073,1074,1075,1076,1077,1078,1079,1080],{"id":677,"title":678,"slug":679,"summary":680,"body":681,"read_time":50,"createdAt":682,"updatedAt":683,"publishedAt":684,"errors":31,"table_of_contents":32,"dateReorder":685},{"id":687,"title":688,"slug":689,"summary":690,"body":691,"read_time":270,"createdAt":692,"updatedAt":693,"publishedAt":694,"errors":31,"table_of_contents":32,"dateReorder":695},{"id":697,"title":698,"slug":699,"summary":700,"body":701,"read_time":270,"createdAt":702,"updatedAt":703,"publishedAt":704,"errors":31,"table_of_contents":32,"dateReorder":705},{"id":707,"title":708,"slug":709,"summary":710,"body":711,"read_time":270,"createdAt":712,"updatedAt":713,"publishedAt":714,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":716,"title":717,"slug":718,"summary":719,"body":720,"read_time":42,"createdAt":721,"updatedAt":722,"publishedAt":723,"errors":31,"table_of_contents":32,"dateReorder":724},{"id":726,"title":727,"slug":728,"summary":729,"body":730,"read_time":21,"createdAt":731,"updatedAt":732,"publishedAt":733,"errors":31,"table_of_contents":32,"dateReorder":734},{"id":736,"title":737,"slug":738,"summary":739,"body":740,"read_time":270,"createdAt":741,"updatedAt":742,"publishedAt":743,"errors":512,"table_of_contents":32,"dateReorder":744},{"id":746,"title":747,"slug":748,"summary":749,"body":750,"read_time":270,"createdAt":751,"updatedAt":752,"publishedAt":753,"errors":31,"table_of_contents":32,"dateReorder":754},{"id":756,"title":757,"slug":758,"summary":759,"body":760,"read_time":270,"createdAt":761,"updatedAt":762,"publishedAt":763,"errors":31,"table_of_contents":32,"dateReorder":754},{"id":736,"metaTitle":765,"metaDescription":766,"addNoIndex":15,"canonicalURL":31},[1083,1084,1085,1086],{"id":34,"name":626,"slug":627,"title":628,"read_time":21,"createdAt":629,"updatedAt":630,"publishedAt":631},{"id":770,"name":771,"slug":772,"title":773,"read_time":21,"createdAt":774,"updatedAt":775,"publishedAt":776},{"id":42,"name":778,"slug":779,"title":780,"read_time":62,"createdAt":781,"updatedAt":782,"publishedAt":783},{"id":17,"name":785,"slug":786,"title":787,"read_time":62,"createdAt":788,"updatedAt":789,"publishedAt":790},[1088,1094],{"id":42,"__component":585,"target":1089,"features":1090,"pros":1091,"cons":1092,"description":1093},"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":1095,"__component":593,"content":1096},84,"\u003Ch2>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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_business_pricing_a35f5e9153.png\" 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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_agency_pricing_3e47af01b6.png\" 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>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>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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_1_3cf224b24f.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_2_4ed7d0f0d3.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_3_18c1d37e47.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_4_90c628682f.png\" 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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_5_f0edd5e1ee.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_6_3e8c0858ff.png\" 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\">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>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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_dashboard_gallery_42b070170b.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_klips_editor_b2e5d5ff6e.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_executive_dashboard_61f793ac30.png\" 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=\"https://whatagraph.com/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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_moving_widgets_390fa14809.gif\" alt=\"Klipfolio Moving Widgets - Klipfolio dashboard interface showing website analytics and news feed.\">\u003C/p>\u003Ch3>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>\u003Cp>[note color-variant=\"1\"]\u003Cbr>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.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_data_connectors_05ae0e374a.png\" 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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_7_125f7283c0.png\" 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=\"https://whatagraph.com/integrations\">fully-managed integrations\u003C/a>, meaning they’re more reliable, stable, and much faster. One of our customers says:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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. \u003Cbr>[author]Tanja Keglić, Performance Marketing Manager at Achtzehn Grad[/author]\u003Cbr>[/quote]\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>\u003Cp>[note color-variant=\"1\"]\u003Cbr>140+ integrations are available, but users have concerns about connections not working, which impacts data accuracy.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>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>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://s3.us-east-2.amazonaws.com/whatagraph.com/blended_source_group_3bb36ff665.png\" alt=\"\">\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://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> - 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://s3.us-east-2.amazonaws.com/whatagraph.com/Custom_metric_6371f988df.png\" 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>[quote color-variant=\"4\"]\u003Cbr>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. \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Klipfolio’s Klips editor lets users create unified metrics, but it requires deep technical expertise, which makes them out of reach for most.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_admin_dashboard_4221385690.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_add_klips_page_802a61ad65.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_google_analytics_widgets_e72b0e7efd.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_edit_klips_422fbdf230.gif\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_adding_widget_92fc93abdd.gif\" 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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_klips_editor_2_48e32bace4.png\" alt=\"\">\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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_add_data_source_00a0bd2289.png\" alt=\"\">\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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_chart_settings_533c2a7232.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_klip_title_b5f5ebfe5f.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_html_template_684bbf843e.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_component_settings_90576b5bf5.png\" 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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_editing_widgets_7d1c58fb77.gif\" 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>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_email_snapshot_aa9071c7d9.png\" 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>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://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>\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://s3.us-east-2.amazonaws.com/whatagraph.com/ai_summaries_7e0b125403.gif\" 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>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Klipfolio dashboards are very customizable, but the complex setup, clunky editing flow, and lack of AI features make the process time-consuming.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>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>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>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>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>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>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Klipfolio covers GDBR basics, has a data encryption protocol, and role-based access controls—though single sign-on (SSO) requires pricier plans.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>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://s3.us-east-2.amazonaws.com/whatagraph.com/klipfolio_comment_8_3c5de37340.png\" 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>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>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.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>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>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>✅ 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>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ 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>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ 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>[quote color-variant=\"4\"]\u003Cbr>The ability to integrate multiple data sources and create customized reports quickly is a great advantage.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ 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>✅ 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>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Want a full breakdown? Check out our guide on \u003Ca href=\"https://whatagraph.com/blog/articles/klipfolio-alternatives-and-competitors\">Klipfolio alternatives\u003C/a>.\u003C/p>\u003Ch2>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=\"https://whatagraph.com/book-a-call\">Get in touch with our team\u003C/a> to get started.\u003C/p>",{"id":1098,"description":31,"items":1099},371,[1100,1104,1108,1112,1116],{"id":1101,"question":1102,"answer":1103},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":1105,"question":1106,"answer":1107},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":1109,"question":1110,"answer":1111},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":1113,"question":1114,"answer":1115},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":1117,"question":1118,"answer":1119},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":1121,"metaTitle":780,"metaDescription":1122,"addNoIndex":15,"canonicalURL":31,"metaImage":1123},1938,"Thinking about using Klipfolio? See our article on Klipfolio reviews, where users highlight the platform's advantages—and where it falls short.",{"id":1053,"name":1054,"alternativeText":1055,"caption":31,"width":636,"height":637,"formats":1124,"hash":1062,"ext":292,"mime":293,"size":1063,"url":1064,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1065,"updatedAt":1066},{"thumbnail":1125},{"ext":292,"url":1058,"hash":1059,"mime":293,"name":1060,"path":31,"size":1061,"width":439,"height":440},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540,"image":1127,"author":1142,"content":1163,"faq":1172,"seo":1191},{"id":1128,"name":1129,"alternativeText":1130,"caption":31,"width":636,"height":637,"formats":1131,"hash":1137,"ext":292,"mime":293,"size":1138,"url":1139,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1140,"updatedAt":1141},14731,"Supermetrics_hero.png","Supermetrics Review - Supermetrics logo",{"thumbnail":1132},{"ext":292,"url":1133,"hash":1134,"mime":293,"name":1135,"path":31,"size":1136,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Supermetrics_hero_3cffe7b65f.png","thumbnail_Supermetrics_hero_3cffe7b65f","thumbnail_Supermetrics_hero.png",19.67,"Supermetrics_hero_3cffe7b65f",112.61,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_hero_3cffe7b65f.png","2025-05-28T10:48:20.501Z","2025-05-28T10:49:53.083Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":1143,"articles":1146,"seo":1151,"tool_reviews":1152},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":1144,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":1145},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[1147,1148,1149,1150],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1153,1154,1155,1156,1157,1158,1159,1160,1161,1162],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1164,1169],{"id":50,"__component":585,"target":1014,"features":1165,"pros":1166,"cons":1167,"description":1168},"\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Supermetrics\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>130+ connectors, but depth and reliability can be mixed; some are premium or paid add-ons.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections?\u003C/td>\u003Ctd>Frequent complaints about broken connections and the need for re-authentication.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Steep learning curve, especially for non-technical users; clunky and dated interface.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>Available, but in-platform guidance on execution is limited.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>None; Supermetrics is purely a data pipeline.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>No real reporting; requires an external BI tool for all customization and branding.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Requires external tools for scheduling, formatting, and sharing reports.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>GDPR & CCPA compliant, SOC 2 Type II certified, SSL encryption, 2FA, SSO on higher-tier plans, role-based access (implied, not explicitly detailed for all tiers).\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>Broad range of 130+ marketing data connectors\u003C/li>\u003Cli>Helps centralize marketing data from various sources\u003C/li>\u003Cli>Gets the core job of data pulling done reliably when connections are stable\u003C/li>\u003Cli>Supports various data destinations like Google Sheets, Looker Studio, and data warehouses\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>Unpredictable and opaque pricing model (per destination, per data source, per user, per account)\u003C/li>\u003Cli>No native reporting or dashboarding features, requiring a two-tool workflow\u003C/li>\u003Cli>Frequent complaints about missing or unreliable data due to connection breakages\u003C/li>\u003Cli>Steep learning curve with a clunky user interface and limited in-platform guidance\u003C/li>\u003Cli>Support is often gated by higher-tier plans\u003C/li>\u003C/ul>","Supermetrics is a data connector and pipeline tool that pulls marketing data from various platforms and pushes it to other tools for visualization and reporting.",{"id":1170,"__component":593,"content":1171},85,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we live and breathe marketing data every day. That’s why this review is grounded in real use, real numbers, and real user pain points.\u003C/p>\u003Cp>Here’s what we did:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Fact-checked against live docs\u003C/strong>: Pricing, feature limits, and security claims are captured straight from the vendor’s public pages.\u003C/li>\u003Cli>\u003Cstrong>Hands-on sandboxing\u003C/strong>: GA4, HubSpot, Shopify, Instagram—you name it, we connected it.\u003C/li>\u003Cli>\u003Cstrong>Tracked real-world user discussions\u003C/strong>: Recent, verified G2, Capterra, and Trustpilot reviews; public forum threads, and help-center discussions are scanned for recurring themes—things that crop up more than once end up on our radar.\u003C/li>\u003Cli>\u003Cstrong>Timed the help desk\u003C/strong>: We file an ordinary “how-do-I” ticket, then clock how long it takes to get a human, actionable answer.\u003C/li>\u003Cli>\u003Cstrong>Scored against agency must-haves\u003C/strong>: From stable integrations to client-ready reporting to quality of customer support.\u003C/li>\u003C/ol>\u003Cp>We want you to walk away feeling informed and ready to make a smart, confident decision that benefits your team and your clients.\u003C/p>\u003Ch2>Supermetrics Pricing\u003C/h2>\u003Cp>Supermetrics’ pricing page shows familiar tiers like \"Starter,\" \"Growth,\" and \"Pro,\" with monthly fees that seem to start reasonably for a SaaS tool.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_pricing_page_e7e6ffebdd.png\" alt=\"Supermetrics Pricing Page - Pricing chart comparing subscription plans and features.\">\u003C/p>\u003Cp>\u003Ca href=\"https://supermetrics.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>Here's how the plans break down:\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>Monthly Price (Billed Annually)\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>Users\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Features\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;\">$29\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;\">1\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Single sign-on, no data volume fees\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Growth\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$159\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">7\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">2\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Data transformations, custom data import\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;\">$399\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;\">3\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Supermetrics Storage Basic, all Growth features\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Business\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;\">Unlimited\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;\">Data warehousing, API access, premium support\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>There are two things you need to understand about how Supermetrics pricing actually works:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Supermetrics is just a connector\u003C/strong>:\u003Cstrong> \u003C/strong>Supermetrics doesn't create your beautiful dashboards or final client reports. It’s the pipeline, the \"middleman\" that pulls datasets \u003Ci>from\u003C/i> your various marketing platforms (like Google Ads, Meta, LinkedIn, etc.) and then pushes it \u003Ci>to\u003C/i> another tool—like Looker Studio (formerly Google Data Studio), Google Sheets, or a more heavy-duty BI platform.\u003C/li>\u003Cli>\u003Cstrong>Pricing is modular—you “bolt on” capacity as you go\u003C/strong>: You pick a base plan, and then you start “bolting on” extra capacity for users, data sources, crucial data destinations (like those needed for Supermetrics for Google Sheets), and even individual ad accounts. \u003C/li>\u003C/ol>\u003Cp>Scroll down, and you’ll see that each bolt has its own price tag.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_pricing_page_extras_632a40e337.png\" alt=\"Supermetrics pricing page extras - Pricing table with starter, growth, pro and business plans.\">\u003C/p>\u003Cp>Basically, you’re \u003Cstrong>paying per destination\u003C/strong> (Google Sheets, Looker Studio, BigQuery, etc.), \u003Cstrong>per data source\u003C/strong> (Google Ads, Meta Ads, LinkedIn), \u003Cstrong>per user\u003C/strong>…and sometimes \u003Cstrong>even per individual account\u003C/strong> \u003Ci>within\u003C/i> a platform. \u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/DigitalMarketing/comments/1ik1l2z/comment/mbn4nn1/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">A Reddit user in r/DigitalMarketing\u003C/a> flat out calls Supermetrics “overrated” especially because there are “better cheaper options today,” plus you get “much better support.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Reddit_user_negative_comment_on_supermetrics_c2caabbe02.png\" alt=\"Reddit User Negative Comment On Supermetrics - Reddit comment thread with text and upvote, reply, award, and share options.\">\u003Cstrong>Most small to mid-sized agencies (5–15 clients), particularly those handling complex ecommerce datasets or extensive social media campaigns, will realistically spend $600–$1,200/month.\u003C/strong>\u003C/p>\u003Cp>And that’s \u003Ci>just \u003C/i>for Supermetrics. You'd still need to pay extra for a visualization tool.\u003C/p>\u003Cp>Agencies juggling multiple destinations or syncing frequently (e.g., hourly reports) often find themselves nudged into enterprise tiers. At that point, you’re in custom pricing territory…and that’s rarely budget-friendly.\u003C/p>\u003Cp>\u003Cstrong>Of the 12 recent, verified reviews on G2 in 2025, four of them—a third—mention Supermetrics’ pricing as something they dislike most about the platform.\u003C/strong>\u003C/p>\u003Cp>Like \u003Ca href=\"https://www.g2.com/users/2d493748-3eb9-4682-9a76-4d5777db6eaa\" target=\"_blank\" rel=\"noopener noreferrer\">Sebastiaan R\u003C/a>, a digital marketing specialist who says:\u003C/p>\u003Cp>“The costs for additional output tools is crazy high.”\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_additional_high_cost_review_1276a408d2.png\" alt=\"Supermetrics additional high cost review - Review of Supermetrics software by Sebastiaan R.\">\u003C/figure>\u003Ch3>Key takeaways for your budget\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Calculate the true total cost of ownership (TCO)\u003C/strong>: Don't just look at the Supermetrics sticker price. Consider the \"Extras,\" the cost of your separate visualization tool, the internal hours spent managing two systems, and troubleshooting broken connectors. When comparing Supermetrics to an all-in-one platform like Whatagraph, the TCO for Supermetrics + VizTool can be surprisingly high.\u003C/li>\u003Cli>\u003Cstrong>Primary cost drivers scale quickly\u003C/strong>: Additional data sources cost $29 each, destinations $149 each, and users $29-$99 \u003Ci>each\u003C/i>, depending on the plan. \u003C/li>\u003Cli>\u003Cstrong>Plan limits don't match real-world usage\u003C/strong>: The Starter plan's 3 data sources cover basic Google Ads + Facebook Ads + GA4, but most agencies need LinkedIn, email platforms, and multiple ad accounts. The Growth plan's 7 sources may seem adequate, but quickly fill up when managing multiple clients with diverse platform needs.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Heads up\u003C/strong>: These numbers assume \u003Ci>everything\u003C/i> works perfectly. Factor in the time cost of managing broken connections, troubleshooting with two different support teams, and training staff on multiple tools—and the real cost gets much higher.\u003C/p>\u003Cp>\u003Cstrong>Now compare this to an all-in-one marketing reporting platform like Whatagraph.\u003C/strong>\u003C/p>\u003Cp>Whatagraph doesn’t charge you per destination. Or per connector. Or for syncing GA4 hourly. \u003C/p>\u003Cp>It’s all-in-one pricing, tailored to your agency’s size and reporting needs. And everything—from data connection to dashboard sharing—lives in one clean platform.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_pricing_48814be931.png\" alt=\"Whatagraph Pricing - Website layout with product features and pricing slider.\">\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/pricing\">Talk to us\u003C/a> to find a flexible plan tailored just for your needs. \u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About Supermetrics?\u003C/h2>\u003Cp>I didn’t just comb through independent review sites like G2, Capterra, and Trustpilot. I also scoured Reddit threads, YouTube comments, X posts, and even Instagram reels where marketers vent in plain sight.\u003C/p>\u003Cp>The goal is to surface the real stuff: what users love, what drives them up the wall, and the patterns that show up again and again—no matter where they’re talking.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">Overall G2 Supermetrics Rating\u003C/td>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">4.4/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">Overall Capterra Supermetrics Rating\u003C/td>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.in/software/162846/supermetrics\" target=\"_blank\" rel=\"noopener noreferrer\">4.4/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Supermetrics pros: What users love\u003C/h3>\u003Cp>\u003Cstrong>✅ Broad range of integrations and connectivity options\u003C/strong>\u003C/p>\u003Cp>Supermetrics shines when it comes to breadth. If your marketing stack looks like a giant Jenga tower—GA4 for SEO and website analytics, Meta Ads and LinkedIn for social media campaigns, TikTok, Shopify for ecommerce, HubSpot, the works—there’s a good chance Supermetrics has a connector for it.\u003C/p>\u003Cp>A \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-11046162\" target=\"_blank\" rel=\"noopener noreferrer\">recent, verified review on G2\u003C/a> praises Supermetrics’ ability to tap into different social media marketing sources: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The options available and settings are great and there's a ton of platform integrations they connect with.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>✅ Easily gathers your data for simpler reporting\u003C/strong>\u003C/p>\u003Cp>Supermetrics is a big help when you need to bring marketing data together from lots of different places. People use it all the time to pull data from their main online tools and send it straight to programs like Google Sheets, or to get it ready for Looker Studio.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10796479\" target=\"_blank\" rel=\"noopener noreferrer\">It’s praised\u003C/a> as a “great tool for data-driven marketers” and even a “game-changer” for marketing analysts and businesses that need “automated, accurate, and easily accessible reporting.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_positive_support_review_16b262635f.png\" alt=\"Supermetrics Positive Support Review - Customer review with a 3.5-star rating.\">\u003C/p>\u003Cp>\u003Cstrong>✅ Gets the core job done\u003C/strong>\u003C/p>\u003Cp>Many appreciate that Supermetrics simply delivers on its main promise: getting your data where it needs to go. If your primary goal is to pipe information from your marketing platforms directly into a tool like Looker Studio, users find it does exactly that.\u003C/p>\u003Cp>Like \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10968225\" target=\"_blank\" rel=\"noopener noreferrer\">Jayden H.\u003C/a>, a Digital Marketing Manager who says: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>It does what it's supposed to. Helps me get data in Looker Studio.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Supermetrics complaints: Where users get frustrated\u003C/h3>\u003Cp>\u003Cstrong>❌ Pricing feels opaque and manipulative\u003C/strong>\u003C/p>\u003Cp>Users report feeling nickel-and-dimed. Adding a new connector might require a contract update. Legacy features get reclassified into higher tiers. And you might not even find out until your report breaks—or your invoice suddenly jumps. \u003C/p>\u003Cp>\u003Ca href=\"https://x.com/CoryDobbin/status/1881098293327135111\" target=\"_blank\" rel=\"noopener noreferrer\">On X, Cory Dobbin\u003C/a> posted a scathing Supermetrics complaint earlier this year: “It's crazy to me how expensive Supermetrics is for what is one of the most unreliable tech products I've ever used.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cory_Dobbin_X_comment_8fb3a3adb7.png\" alt=\"Cory Dobbin X Comment - Screenshot of a tweet from Cory Dobbin criticizing Supermetrics.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10443536\" target=\"_blank\" rel=\"noopener noreferrer\">A verified reviewer on G2 complains\u003C/a>: “They are constantly moving data sources around to make more money and something as simple as adding one data source needs to go through the sales team. But their support team can't help.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_negative_review_b0b64912ae.png\" alt=\"Supermetrics Negative Review - Review with four-star rating and user feedback.\">\u003C/p>\u003Cp>On Trustpilot too, Supermetrics hasn’t curried favor with users recently. \u003C/p>\u003Cp>\u003Ca href=\"https://www.trustpilot.com/reviews/67adf724d58e119e1627c0b2\" target=\"_blank\" rel=\"noopener noreferrer\">Niall complains\u003C/a>: “Their pricing is too high, their plans are awkward and inflexible (I loathe the \"prioritised\" accounts limitation).”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_negative_trust_pilot_review_6346fce316.png\" alt=\"Supermetrics Negative Trust Pilot Review - TrustPilot review with 2 stars and negative feedback.\">\u003Cstrong>❌ Steep learning curve and clunky user experience\u003C/strong>\u003C/p>\u003Cp>Some connectors require multi-step setups, and platform logic isn’t always obvious—especially if you're switching between their Sheets and Looker Studio connectors. That means onboarding can eat up valuable hours (or days), especially for junior staff.\u003C/p>\u003Cp>As a \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-11074154\" target=\"_blank\" rel=\"noopener noreferrer\">verified user\u003C/a> points out: “The UI is sometimes hard to learn and not that intuitive.”\u003C/p>\u003Cp>Another \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-10796479\" target=\"_blank\" rel=\"noopener noreferrer\">user echoes this sentiment\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The initial configuration can be confusing, especially for first-time users. Some connectors require extra steps that aren’t always intuitive.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>❌ Support is gated—and not always helpful\u003C/strong>\u003C/p>\u003Cp>You’re often on your own unless you’re on a premium plan. Even then, support may direct you to paid upgrades rather than fix the issue. So when a connector breaks—or a data source moves—you’re left either waiting, escalating, or coughing up more money.\u003C/p>\u003Cp>Even though users praise the support team for guiding them with screenshares, \u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-11046162\" target=\"_blank\" rel=\"noopener noreferrer\">they still complain\u003C/a> that:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Support team isn't always able to help - they have a solution but it sometimes costs more money because you aren't paying for the service or solution.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>❌ Account management is rigid and inconvenient\u003C/strong>\u003C/p>\u003Cp>If your agency has multiple clients or shared logins, you’ll probably hit friction. Supermetrics ties everything to individual Google accounts, which creates access headaches when onboarding team members, shifting ownership, or collaborating across teams. It’s not built for flexibility.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/supermetrics/reviews/supermetrics-review-7092405\" target=\"_blank\" rel=\"noopener noreferrer\">Kayla T., in an incentivized review on G2, shares her gripe\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>I wish Supermetric accounts weren't tied to Google accounts. It makes working cross-functionally very difficult. I also struggle with choosing between the sheets vs. data studio connectors because it limits our ability to analyze and present data sometimes.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch2>What Does the “Two-Tool Workflow” Look Like Daily With Supermetrics?\u003C/h2>\u003Cp>If you’re \u003Ca href=\"https://whatagraph.com/blog/articles/what-is-supermetrics\">considering Supermetrics\u003C/a>, it’s important to understand what you’re \u003Ci>actually \u003C/i>signing up for—because it’s not an all-in-one reporting tool like Whatagraph.\u003C/p>\u003Cp>\u003Cstrong>Supermetrics is just a “middleman” or a data connector.\u003C/strong> You can’t actually build charts, create dashboards, or design client-ready reports \u003Ci>within\u003C/i> Supermetrics itself.\u003C/p>\u003Cp>Once it has that data, it needs to hand it off. You must \u003Ci>ship\u003C/i> your data to a separate data visualization tool—most commonly \u003Ca href=\"https://whatagraph.com/data-transfer/looker-studio\">Looker Studio\u003C/a>, Google Sheets, or another BI platform— to do anything meaningful with it.\u003C/p>\u003Cp>Here’s what that actually looks like in your day-to-day:\u003C/p>\u003Ch3>Step 1: Connect your marketing platforms to Supermetrics. \u003C/h3>\u003Cp>Sounds easy—until you realize some connectors (like TikTok or HubSpot) are paid add-ons, and others randomly break or drop fields with no warning.\u003C/p>\u003Ch3>Step 2: Ship that data into Looker Studio (or Sheets, Tableau, Power BI, etc.). \u003C/h3>\u003Cp>If the sync lags or breaks, your Looker charts go blank. And now your client’s “live dashboard” is either outdated or just...not there.\u003C/p>\u003Cp><blockquote class=\"instagram-media\" data-instgrm-captioned data-instgrm-permalink=\"https://www.instagram.com/reel/DA3nQKMgykT/?utm_source=ig_embed&utm_campaign=loading\" data-instgrm-version=\"14\" style=\" background:#FFF; border:0; border-radius:3px; box-shadow:0 0 1px 0 rgba(0,0,0,0.5),0 1px 10px 0 rgba(0,0,0,0.15); margin: 1px; max-width:540px; min-width:326px; padding:0; width:99.375%; width:-webkit-calc(100% - 2px); width:calc(100% - 2px);\"><div style=\"padding:16px;\"> <a href=\"https://www.instagram.com/reel/DA3nQKMgykT/?utm_source=ig_embed&utm_campaign=loading\" style=\" background:#FFFFFF; line-height:0; padding:0 0; text-align:center; text-decoration:none; width:100%;\" target=\"_blank\"> <div style=\" display: flex; flex-direction: row; align-items: center;\"> <div style=\"background-color: #F4F4F4; border-radius: 50%; flex-grow: 0; height: 40px; margin-right: 14px; width: 40px;\"></div> <div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center;\"> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 100px;\"></div> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; width: 60px;\"></div></div></div><div style=\"padding: 19% 0;\"></div> <div style=\"display:block; height:50px; margin:0 auto 12px; width:50px;\"><svg width=\"50px\" height=\"50px\" viewBox=\"0 0 60 60\" version=\"1.1\" xmlns=\"https://www.w3.org/2000/svg\" xmlns:xlink=\"https://www.w3.org/1999/xlink\"><g stroke=\"none\" stroke-width=\"1\" fill=\"none\" fill-rule=\"evenodd\"><g transform=\"translate(-511.000000, -20.000000)\" fill=\"#000000\"><g><path d=\"M556.869,30.41 C554.814,30.41 553.148,32.076 553.148,34.131 C553.148,36.186 554.814,37.852 556.869,37.852 C558.924,37.852 560.59,36.186 560.59,34.131 C560.59,32.076 558.924,30.41 556.869,30.41 M541,60.657 C535.114,60.657 530.342,55.887 530.342,50 C530.342,44.114 535.114,39.342 541,39.342 C546.887,39.342 551.658,44.114 551.658,50 C551.658,55.887 546.887,60.657 541,60.657 M541,33.886 C532.1,33.886 524.886,41.1 524.886,50 C524.886,58.899 532.1,66.113 541,66.113 C549.9,66.113 557.115,58.899 557.115,50 C557.115,41.1 549.9,33.886 541,33.886 M565.378,62.101 C565.244,65.022 564.756,66.606 564.346,67.663 C563.803,69.06 563.154,70.057 562.106,71.106 C561.058,72.155 560.06,72.803 558.662,73.347 C557.607,73.757 556.021,74.244 553.102,74.378 C549.944,74.521 548.997,74.552 541,74.552 C533.003,74.552 532.056,74.521 528.898,74.378 C525.979,74.244 524.393,73.757 523.338,73.347 C521.94,72.803 520.942,72.155 519.894,71.106 C518.846,70.057 518.197,69.06 517.654,67.663 C517.244,66.606 516.755,65.022 516.623,62.101 C516.479,58.943 516.448,57.996 516.448,50 C516.448,42.003 516.479,41.056 516.623,37.899 C516.755,34.978 517.244,33.391 517.654,32.338 C518.197,30.938 518.846,29.942 519.894,28.894 C520.942,27.846 521.94,27.196 523.338,26.654 C524.393,26.244 525.979,25.756 528.898,25.623 C532.057,25.479 533.004,25.448 541,25.448 C548.997,25.448 549.943,25.479 553.102,25.623 C556.021,25.756 557.607,26.244 558.662,26.654 C560.06,27.196 561.058,27.846 562.106,28.894 C563.154,29.942 563.803,30.938 564.346,32.338 C564.756,33.391 565.244,34.978 565.378,37.899 C565.522,41.056 565.552,42.003 565.552,50 C565.552,57.996 565.522,58.943 565.378,62.101 M570.82,37.631 C570.674,34.438 570.167,32.258 569.425,30.349 C568.659,28.377 567.633,26.702 565.965,25.035 C564.297,23.368 562.623,22.342 560.652,21.575 C558.743,20.834 556.562,20.326 553.369,20.18 C550.169,20.033 549.148,20 541,20 C532.853,20 531.831,20.033 528.631,20.18 C525.438,20.326 523.257,20.834 521.349,21.575 C519.376,22.342 517.703,23.368 516.035,25.035 C514.368,26.702 513.342,28.377 512.574,30.349 C511.834,32.258 511.326,34.438 511.181,37.631 C511.035,40.831 511,41.851 511,50 C511,58.147 511.035,59.17 511.181,62.369 C511.326,65.562 511.834,67.743 512.574,69.651 C513.342,71.625 514.368,73.296 516.035,74.965 C517.703,76.634 519.376,77.658 521.349,78.425 C523.257,79.167 525.438,79.673 528.631,79.82 C531.831,79.965 532.853,80.001 541,80.001 C549.148,80.001 550.169,79.965 553.369,79.82 C556.562,79.673 558.743,79.167 560.652,78.425 C562.623,77.658 564.297,76.634 565.965,74.965 C567.633,73.296 568.659,71.625 569.425,69.651 C570.167,67.743 570.674,65.562 570.82,62.369 C570.966,59.17 571,58.147 571,50 C571,41.851 570.966,40.831 570.82,37.631\"></path></g></g></g></svg></div><div style=\"padding-top: 8px;\"> <div style=\" color:#3897f0; font-family:Arial,sans-serif; font-size:14px; font-style:normal; font-weight:550; line-height:18px;\">View this post on Instagram</div></div><div style=\"padding: 12.5% 0;\"></div> <div style=\"display: flex; flex-direction: row; margin-bottom: 14px; align-items: center;\"><div> <div style=\"background-color: #F4F4F4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(0px) translateY(7px);\"></div> <div style=\"background-color: #F4F4F4; height: 12.5px; transform: rotate(-45deg) translateX(3px) translateY(1px); width: 12.5px; flex-grow: 0; margin-right: 14px; margin-left: 2px;\"></div> <div style=\"background-color: #F4F4F4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(9px) translateY(-18px);\"></div></div><div style=\"margin-left: 8px;\"> <div style=\" background-color: #F4F4F4; border-radius: 50%; flex-grow: 0; height: 20px; width: 20px;\"></div> <div style=\" width: 0; height: 0; border-top: 2px solid transparent; border-left: 6px solid #f4f4f4; border-bottom: 2px solid transparent; transform: translateX(16px) translateY(-4px) rotate(30deg)\"></div></div><div style=\"margin-left: auto;\"> <div style=\" width: 0px; border-top: 8px solid #F4F4F4; border-right: 8px solid transparent; transform: translateY(16px);\"></div> <div style=\" background-color: #F4F4F4; flex-grow: 0; height: 12px; width: 16px; transform: translateY(-4px);\"></div> <div style=\" width: 0; height: 0; border-top: 8px solid #F4F4F4; border-left: 8px solid transparent; transform: translateY(-4px) translateX(8px);\"></div></div></div> <div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center; margin-bottom: 24px;\"> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 224px;\"></div> <div style=\" background-color: #F4F4F4; border-radius: 4px; flex-grow: 0; height: 14px; width: 144px;\"></div></div></a><p style=\" color:#c9c8cd; font-family:Arial,sans-serif; font-size:14px; line-height:17px; margin-bottom:0; margin-top:8px; overflow:hidden; padding:8px 0 7px; text-align:center; text-overflow:ellipsis; white-space:nowrap;\"><a href=\"https://www.instagram.com/reel/DA3nQKMgykT/?utm_source=ig_embed&utm_campaign=loading\" style=\" color:#c9c8cd; font-family:Arial,sans-serif; font-size:14px; font-style:normal; font-weight:normal; line-height:17px; text-decoration:none;\" target=\"_blank\">A post shared by Chen Hindi (@chen.hindi)</a></p></div></blockquote>\u003Cbr><script async src=\"//www.instagram.com/embed.js\"></script>\u003C/p>\u003Ch3>Step 3: Build your report in Looker Studio. \u003C/h3>\u003Cp>Prepare for another steep learning curve. Nested filters, field mismatches, and slow loading times (like 15–20 seconds per widget) aren’t uncommon.\u003C/p>\u003Ch3>Step 4: Realize something’s off in the data. \u003C/h3>\u003Cp>Now you're debugging: Is it Supermetrics' connector? Did Looker misread a field? Or did Facebook change its API again?\u003C/p>\u003Ch3>Step 5: Contact support (maybe both teams). \u003C/h3>\u003Cp>You file a ticket with Supermetrics... and maybe another with Google. Hope you get answers before your client check-in.\u003C/p>\u003Ch3>Step 6: Manually patch the report if needed. \u003C/h3>\u003Cp>Because you \u003Ci>will\u003C/i> need to—via Google Sheets workarounds, filters, or re-pulling data. All of which takes time and introduces risk.\u003C/p>\u003Ch3>Step 7: Repeat across \u003Ci>every\u003C/i> client, and \u003Ci>every\u003C/i> campaign. \u003C/h3>\u003Cp>Multiply the hassle by 5, 10, or 50 clients, and suddenly your “automated” reporting stack isn’t saving you time—it’s burning it.\u003C/p>\u003Cp>Don't want to go through all this? Here's how Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a> broke free. \u003C/p>\u003Ch3>Real-life success story: How Kim slashed 63 hours per month on reporting by ditching their \"Frankenstein\" stack\u003C/h3>\u003Cp>Kim used to wrestle with a complex reporting setup: \u003Ca href=\"https://whatagraph.com/reviews/funnel-io\">Funnel.io\u003C/a> for data prep, Supermetrics to fill in the inevitable connector gaps, and then the frustrating final battle in Looker Studio to build reports.\u003C/p>\u003Cp>She would spend over 40 painstaking hours \u003Ci>per\u003C/i> report, plagued by broken filters, mismatched fields, and client-facing errors that eroded trust.\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Looker Studio was slow and always breaking. The data wouldn’t pull through, or it would pull through incorrectly. It was frustrating, time-consuming, and a constant guessing game.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph fix\u003C/strong>: After switching to Whatagraph's all-in-one platform, Peak Seven saw a dramatic turnaround:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>63 hours clawed back\u003C/strong> every month from reporting.\u003C/li>\u003Cli>An incredible \u003Cstrong>$9,000 in reported savings, per client, each month.\u003C/strong>\u003C/li>\u003Cli>Effortless creation of custom, drag-and-drop reports and confident sharing of real-time client dashboards.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>With Looker Studio, everything was muddled. But Whatagraph has opened up transparency and communication. Whatagraph is now our Bible—both for clients and internal teams.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Here’s Kim, in her own words:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=bChMd19koww\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/bChMd19koww\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Ch2>Supermetrics Deep Dive #1: Data Pulling and Connectors\u003C/h2>\u003Cp>Let’s start at the core: Supermetrics exists to move your marketing data from Point A to Point B. That’s it. No charts, no dashboards, no visual flair—just the plumbing.\u003C/p>\u003Cp>So how good is it at that job?\u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>Supermetrics connects to 138 platforms out of the box—everything from Meta Ads, Google Analytics, and HubSpot to lesser-known tools like Criteo or Outbrain. \u003C/p>\u003Cp>If it’s a marketing platform with an API, chances are Supermetrics has a connector for it (or at least plans to charge extra for one soon).\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_data_source_connectors_3c74538ab0.png\" alt=\"Supermetrics data source connectors - Website with Supermetrics logo, search bars, and various data connector options.\">\u003C/p>\u003Cp>\u003Ca href=\"https://supermetrics.com/connectors\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>That sounds impressive—and it is. Agencies juggling a dozen paid media platforms will find this breadth helpful.\u003C/p>\u003Cp>They also have the option for you to upload your custom data, which I think is pretty neat if you’re already sitting on scattered points.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_custom_data_import_2353a1c2be.png\" alt=\"Supermetrics Custom Data Import - Landing page with text and video on custom data import.\">\u003C/p>\u003Cp>\u003Cstrong>But here's the small print\u003C/strong>: while the \u003Ci>number\u003C/i> is impressive, not all connectors are created equal or included by default.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Tiered access\u003C/strong>: Some \"premium\" or newer connectors are only available on higher-priced plans.\u003C/li>\u003Cli>\u003Cstrong>Paid add-ons\u003C/strong>: You might find specific connectors you assumed were standard actually require an additional fee on top of your subscription. Always verify which specific connectors your chosen plan \u003Ci>actually\u003C/i> includes.\u003C/li>\u003C/ul>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>This is where things get messy.\u003C/p>\u003Cp>Supermetrics connections break. A lot.\u003C/p>\u003Cp>These breakages happen in the “connecting” stages – a.k.a. When you’re sending the data from a source platform (e.g. Google Ads) to Supermetrics, and then to Looker Studio or whichever BI tool you’re using. \u003C/p>\u003Cp>When these connections break, the data on your visualization tool—and reports—become inaccurate.\u003C/p>\u003Cp>If you don’t catch this in time before sending reports off to your clients, you risk breaching the trust you’ve built with them. And you might end up answering tricky questions from clients rather than proving your value. \u003C/p>\u003Cp>And when these connectors break, you’ll either need to:\u003C/p>\u003Cul>\u003Cli>Manually reconnect them yourself\u003C/li>\u003Cli>Or contact Customer Support and wait\u003C/li>\u003C/ul>\u003Cp>One of our customers at Whatagraph—Tanja Keglić, Performance Marketing Manager at \u003Ca href=\"https://www.achtzehngrad.at/en\" target=\"_blank\" rel=\"noopener noreferrer\">Achtzehn Grad agency\u003C/a>—knew this pain all too well. \u003C/p>\u003Cp>Tanja used to use Supermetrics and Looker Studio,\u003Cstrong> but the connections frequently broke, sources failed to load properly\u003C/strong>, and she had to either waste time fixing them herself or contact Support for help. She told us:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>It’s such a pain to reconnect a lot of sources and accounts on Supermetrics—and it takes so much time, which you don’t have when you want a quick report.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>If you’re using an “automated” platform, you shouldn’t have to be wasting time manually fixing the connections or sitting around for Support.\u003C/p>\u003Cp>\u003Cstrong>This is what Whatagraph was built for. \u003C/strong>\u003C/p>\u003Cp>From connecting to your data sources, to cleaning it up, to visualizing and sharing it, Whatagraph takes care of your entire data journey. This means:\u003C/p>\u003Cul>\u003Cli>There are less chances of data inconsistencies, connection issues, or breakages.\u003C/li>\u003Cli>Your data is safe, secure, and organized on one platform.\u003C/li>\u003Cli>You don’t need to jump from one platform to another.\u003C/li>\u003Cli>You don’t need to learn how to use new tools.\u003C/li>\u003C/ul>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Cp>Plus, the \u003Ca href=\"https://whatagraph.com/integrations\">integrations\u003C/a> we provide at Whatagraph are \u003Ci>fully-managed\u003C/i>. This means they’re more seamless, stable, and reliable.\u003C/p>\u003Cp>And our Product engineers regularly maintain these integrations so you don’t have to.\u003C/p>\u003Cp>Fully-managed integrations also mean if there are bugs, \u003Cstrong>we can resolve them quickly without having a third-party company involved.\u003C/strong>\u003C/p>\u003Cp>When Tanja switched to Whatagraph, the biggest win she saw was stability. She raved:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>We don’t have any connection issues on Whatagraph at all. We just connected the platforms once, and that was it.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Ch3>Where can Supermetrics send your data?\u003C/h3>\u003Cp>Supermetrics is designed to be a data pipe, and it can send your data to a variety of popular “destinations”:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Spreadsheets\u003C/strong>: Google Sheets, Microsoft Excel (classic choices for many marketers).\u003C/li>\u003Cli>\u003Cstrong>BI and visualization tools\u003C/strong>: Looker Studio (very common), Tableau, Power BI, Qlik, etc.\u003C/li>\u003Cli>\u003Cstrong>Data warehouses\u003C/strong>: Google \u003Ca href=\"https://whatagraph.com/blog/articles/google-bigquery\">BigQuery\u003C/a>, Amazon Redshift, Snowflake, Azure Synapse (for more advanced data storage and analysis).\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/supermetrics_data_destinations_44ee36c137.png\" alt=\"Supermetrics Data Destinations - Website showing Supermetrics data integrations.\">\u003C/p>\u003Cp>\u003Ca href=\"https://supermetrics.com/products\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>Basically, Supermetrics fetches the data and drops it off. \u003C/p>\u003Cp>\u003Cstrong>Because Supermetrics only \u003C/strong>\u003Ci>\u003Cstrong>delivers\u003C/strong>\u003C/i>\u003Cstrong> the data, it doesn't help you \u003C/strong>\u003Ci>\u003Cstrong>see\u003C/strong>\u003C/i>\u003Cstrong> it, \u003C/strong>\u003Ci>\u003Cstrong>chart\u003C/strong>\u003C/i>\u003Cstrong> it, or \u003C/strong>\u003Ci>\u003Cstrong>present\u003C/strong>\u003C/i>\u003Cstrong> it. \u003C/strong>\u003C/p>\u003Cp>You are fundamentally tied to using a second platform (your chosen spreadsheet, BI tool, or data warehouse) for any actual reporting, visualization, or in-depth analysis.\u003C/p>\u003Ch3>How does data freshness compare to direct platform access?\u003C/h3>\u003Cp>If you need truly real-time data, Supermetrics (like most third-party connectors) will have some limitations.\u003C/p>\u003Cp>Yes, Supermetrics offers scheduled refreshes—but there are some significant strings attached, \u003Ca href=\"https://support.supermetrics.com/support/solutions/articles/19000121558-how-to-create-and-manage-scheduled-refreshes-in-google-sheets\" target=\"_blank\" rel=\"noopener noreferrer\">straight from their own documentation\u003C/a>.\u003C/p>\u003Cul>\u003Cli>Supermetrics themselves state they have a \u003Cstrong>hard limit of 5 scheduled refreshes per file\u003C/strong> (like a single Google Sheet) to \"maintain their reliability.\" If you need more, you should break your data into \u003Ci>separate files\u003C/i>.\u003C/li>\u003Cli>They also advise keeping your \u003Cstrong>total scheduled refreshes per account below 50\u003C/strong>, warning that having 100 or more can cause refreshes to simply fail.\u003C/li>\u003Cli>Here’s a big one—Supermetrics points out a Google Apps Script limitation that means their refresh system can only run for about \u003Cstrong>6 minutes per account, per hour.\u003C/strong> If your scheduled refreshes for that hour take longer than 6 minutes to complete (and for agencies pulling lots of data, they often do), Supermetrics says the refresh “will get pushed out.”\u003C/li>\u003C/ul>\u003Cp>This might fly for a once-a-month big-picture report. \u003C/p>\u003Cp>But for daily agency operations—quick client answers, timely campaign optimizations, or dashboards that need to be genuinely live—these refresh limitations are a constant headache. \u003C/p>\u003Cp>They breed stale data, create client-facing inaccuracies, and add unnecessary stress to your workflow.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: You get a consistent 30-minute refresh rate across every data source, blend, and platform—automatically. That means faster answers, fresher insights, and no more awkward “let me just double-check that number” in front of a client. And most importantly—never having to question the accuracy of your data-driven reports.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Supermetrics connects to 130+ marketing platforms and can send your data to spreadsheets, BI tools, or warehouses—but it’s just a pipe. No charts, no dashboards, and often, no real-time reliability. Plus, connections break often.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Supermetrics Deep Dive #2: UX and Usability\u003C/h2>\u003Cp>What's it really like working with and within Supermetrics day-to-day?\u003C/p>\u003Cp>Let's look at its interface, how it \u003Ci>actually\u003C/i> plays with your other essential tools, and the real effort it takes to get your team up to speed.\u003C/p>\u003Ch3>Is the interface intuitive and modern?\u003C/h3>\u003Cp>At a glance, Supermetrics presents itself as clean and professional. But once you’re inside the tool, things start to feel...clunky.\u003C/p>\u003Cp>The interface feels dated and click-heavy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_data_sources_interface_e2f1238e55.png\" alt=\"Supermetrics data sources interface - The Supermetrics data sources interface shows data connections and options for account management.\">Supermetrics' pages lack clear visual prioritization. \u003C/p>\u003Cp>On the “Data Sources” screen, for example, connected sources aren’t highlighted in a way that makes them easy to scan or manage. \u003C/p>\u003Cp>It’s hard to tell what’s active, what needs attention, and what’s optional. Important controls—like re-authentication or source editing—are tucked into tiny dropdowns or buttons with little explanation.\u003C/p>\u003Cp>The left-hand menu is dense. Each section—Data sources, Transform, Storage, Destinations—is packed with submenus, most of which open into new full-page views instead of drawers or modals.\u003C/p>\u003Cp>Take the “Data Blending” page, for instance. It shows you impressive use cases—but almost no actual in-platform guidance on how to execute them unless you upgrade. You’re shown what’s \u003Ci>possible\u003C/i>, not how to \u003Ci>actually do it\u003C/i>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_data_blending_page_3b3923516f.png\" alt=\"Supermetrics Data Blending Page - A dashboard showing data blending features and template examples.\">\u003C/p>\u003Cp>\u003Cstrong>Now compare that to Whatagraph.\u003C/strong>\u003C/p>\u003Cp>From the moment you land on the “Data Sources” screen, things just make sense. You get a clean, filterable table. It’s visually organized, you can assign tags, view status at a glance, and connect new sources without five extra clicks. \u003C/p>\u003Cp>Even currency management is baked into the same view. It feels modern—and fast.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_data_sources_68944e6906.gif\" alt=\"Whatagraph Data Sources - Dashboard view showing connected sources with filtering and status indicators.\">Plus, you don’t need to switch tabs or export anything elsewhere. \u003Cstrong>You can pull, organize, and visualize your data in the \u003C/strong>\u003Ci>\u003Cstrong>same\u003C/strong>\u003C/i>\u003Cstrong> marketing analytics platform. \u003C/strong>\u003C/p>\u003Cp>That means fewer tabs, fewer tools, and fewer things to break.\u003C/p>\u003Ch3>How long does onboarding actually take for different skill levels?\u003C/h3>\u003Cp>If you’re technical—or already used to Looker Studio or complex spreadsheets—you’ll likely get the hang of it within a few days. \u003C/p>\u003Cp>But for account managers or junior marketers, the ramp-up curve is steeper.\u003C/p>\u003Cp>Even users who praise it as a “great tool” run into speed bumps with Supermetrics’ set up:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The initial configuration can be confusing, especially for first-time users. Some connectors require extra steps that aren’t always intuitive.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>If you’re deploying across a team, expect to spend time training users on connector setup, troubleshooting sync errors, and managing access (especially since Supermetrics accounts are tied to individual Google logins).\u003C/p>\u003Cp>I do, however, appreciate that Supermetrics has abundant in-app guidance tutorials on every page:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_knowledge_base_4757823f83.png\" alt=\"Supermetrics Knowledge Base - A grid of support options for a software product.\">But honestly, as a marketer myself, I’d much prefer a plug-and-play platform that can help me whip up a report in minutes after connecting my data sources—\u003Ci>without\u003C/i> having to comb through onboarding materials. \u003C/p>\u003Cp>\u003Cstrong>Whatagraph is built for simplicity, and it’s why \u003C/strong>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>verified users like Marcio D. call us\u003C/strong>\u003C/a>\u003Cstrong> the “Tesla or Mercedes of digital analytics tools”\u003C/strong>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The simplicity to use it, its visually appealing graphics, and comprehensive user experience make it a one-stop solution for consolidating metrics across all of my marketing channels.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Take a look at how easy it is to build your first report with Whatagraph:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_report_builder_ca322335c2.gif\" alt=\"Whatagraph Report Builder - A report building interface showing data sources and widget options.\">\u003C/p>\u003Ch3>How does Supermetrics play with Looker Studio?\u003C/h3>\u003Cp>Supermetrics promises to get all your diverse marketing data \u003Ci>into\u003C/i> Looker Studio so you can build those dashboards. But \"getting it there\" and \"playing nicely together\" are two different things. \u003C/p>\u003Cp>If we’re talking about usability, Supermetrics’ job is only half the battle won. The next tab I have to open and monitor is Looker Studio. \u003C/p>\u003Cp>That means:\u003C/p>\u003Cul>\u003Cli>More configuration.\u003C/li>\u003Cli>More permissions.\u003C/li>\u003Cli>More “wait—why does this widget look off again?”\u003C/li>\u003C/ul>\u003Cp>I used a Supermetrics template and pulled data from my Instagram Business account. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_with_looker_studio_e818e47421.png\" alt=\"\">Looker Studio is not a bad tool. But it wasn’t built for speed, visual polish, or cross-functional collaboration. It was built to be flexible and free—and it shows. You’ll spend more time tweaking chart properties and wrestling with layout logic than actually delivering insights.\u003C/p>\u003Cp>Next, I tested another template by connecting my GA4 data.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GA_4_template_by_supermetrics_11e784958a.png\" alt=\"\">\u003C/p>\u003Cp>The same method. The same two tools. The same process.\u003C/p>\u003Cp>But now this shows me a “User Configuration Error”—so my next step is to tell \u003Ci>both\u003C/i> support teams—Supermetrics and Google—and figure out where the problem is. \u003C/p>\u003Cp>\u003Cstrong>This is the reality of the two-tool workflow\u003C/strong>: you don’t just use the tools, you manage the \u003Ci>relationship\u003C/i> between them.\u003C/p>\u003Cp>And that’s where user experience starts to unravel. \u003Cstrong>Instead of delivering insights, you’re left wondering: can I really trust this report?\u003C/strong>\u003C/p>\u003Cp>You're constantly switching tabs, copying IDs, toggling data source settings, re-checking filters, adjusting dimensions—just to get your dashboard to look\u003Ci> normal\u003C/i>, let alone insightful.\u003C/p>\u003Cp>It’s not that Supermetrics or Looker Studio are broken. It’s that the burden of making them work together falls squarely on you. There’s no seamless UX handoff. No shared memory between tools. \u003C/p>\u003Cp>No “Oh, this just works.”\u003C/p>\u003Cp>If you’re a solo marketer, that’s a drain on time and mental energy. \u003C/p>\u003Cp>If you’re on an agency team, it slows delivery and spreads technical ownership thin across people who didn’t sign up to be data engineers.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Supermetrics is powerful, but not plug-and-play. It’s built for users with some technical background and assumes familiarity with the visualization tool you're connecting to.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Supermetrics Deep Dive #3: Visualization and Reporting\u003C/h2>\u003Cp>Now that your data is flowing—what can you actually do with it? Let’s talk about what happens \u003Ci>after\u003C/i> the data lands.\u003C/p>\u003Ch3>Can you customize and white-label reports without jumping to another tool?\u003C/h3>\u003Cp>If you want branded, client-ready reports, you’re immediately in \"tool two\" territory—usually Looker Studio, but it could also be Tableau, Power BI, or a spreadsheet. And those tools come with their own learning curves, quirks, and pricing models.\u003C/p>\u003Cp>Need to add your logo? Change fonts? Match a client’s brand colors? That’s on you—and on the capabilities of the second tool, not Supermetrics.\u003C/p>\u003Cp>So technically, yes—you \u003Ci>can\u003C/i> customize and white-label. But not within Supermetrics. And definitely not without extra effort.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: Whatagraph bakes \u003Ca href=\"https://whatagraph.com/blog/articles/white-label-marketing-tools\">white-label customization\u003C/a> into the reporting workflow itself—without the “two-tool” duct tape.\u003C/p>\u003Cp>Whatagraph makes it \u003Ci>your\u003C/i> show:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Total white-labeling\u003C/strong>: Your logo, your agency colors, your style. Period. Consistent branding is easy with global and report-level settings.\u003C/li>\u003Cli>\u003Cstrong>Your custom domain\u003C/strong>: Deliver reports from reports.youragency.com—not ours. Even email notifications carry your brand\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_report_white_label_customization_9e303b5b75.gif\" alt=\"Whatagraph report white-label customization.gif\">\u003C/p>\u003Ch3>How easy is it to create client-ready, branded reports with the Supermetrics approach?\u003C/h3>\u003Cp>Supermetrics itself does not create, design, or brand your reports.\u003C/p>\u003Cp>So, when we talk about the \"Supermetrics approach\" to creating client-ready, branded reports, what we're really discussing is a multi-step, two-tool process:\u003C/p>\u003Col>\u003Cli>You use Supermetrics to query and pull data into your chosen destination – typically Looker Studio, Google Sheets, Excel, or a more advanced BI platform like Tableau or Power BI.\u003C/li>\u003Cli>You then switch entirely to that second tool to:\u003C/li>\u003C/ol>\u003Cul>\u003Cli>Build your charts, tables, and all visual elements.\u003C/li>\u003Cli>Apply any branding (logos, colors, fonts).\u003C/li>\u003Cli>Structure the layout to be \"client-ready.\"\u003C/li>\u003Cli>Share it with your client.\u003C/li>\u003C/ul>\u003Cp>How \"easy\" is this approach? \u003C/p>\u003Cp>The honest answer is that it depends entirely on the second tool you choose and your team's proficiency with it, but it’s rarely \"easy\" in the way \u003Ca href=\"https://whatagraph.com/features\">an integrated solution like Whatagraph\u003C/a> is.\u003C/p>\u003Cp>\u003Cstrong>So why do companies still use and choose Supermetrics?\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://x.com/VodataDigital/status/1881160368149733745\" target=\"_blank\" rel=\"noopener noreferrer\">According to business owner Chris on X\u003C/a>, “Supermetrics is one of those archiac tools many enterprise companies use so they stay in business…Can’t stand it, but it’s got teeth and nails dug into so many companies.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Chris_post_on_X_260d1d736b.png\" alt=\"Output: \">\u003C/p>\u003Cp>\u003Cstrong>If you’re looking for other choices, check out this guide to \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/supermetrics-competitors-and-alternatives\">\u003Cstrong>Supermetrics alternatives\u003C/strong>\u003C/a>\u003Cstrong> in 2025.\u003C/strong>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Creating a polished, client-ready report with Supermetrics takes real work—and it’s split across two tools. You’ll get there eventually, but not without some duct tape and a lot of tweaking.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Supermetrics Deep Dive #4: Daily Workflows and Customer Support\u003C/h2>\u003Cp>We’ve touched on this earlier—but it’s worth digging into because this is the part that makes or breaks your day.\u003C/p>\u003Ch3>Can you do end-to-end marketing analysis in a unified workspace within Supermetrics?\u003C/h3>\u003Cp>Let's be blunt: no, you absolutely cannot.\u003C/p>\u003Cp>There’s no \"Supermetrics workspace\" where you pull data, analyze it with built-in tools, create visualizations, build dashboards, and then share client-ready reports. That entire analysis-to-presentation workflow happens outside of Supermetrics, in those other tools.\u003C/p>\u003Cp>Supermetrics sits \u003Ci>between \u003C/i>you and your marketing platforms. If anything upstream changes—Facebook tweaks permissions, Google resets a token—your connector drops out. \u003C/p>\u003Cp>And so does your data. \u003C/p>\u003Cp>And your report. \u003C/p>\u003Cp>And your client's trust.\u003C/p>\u003Cp>This means your daily workflow is inherently fractured. You’re in Supermetrics (or its sidebars) to manage data pulls and connections. \u003C/p>\u003Cp>Then you’re in Looker Studio, Google Sheets, or Power BI for everything else—data blending (beyond what Supermetrics offers), visualization, dashboard design, insight generation, and report sharing.\u003C/p>\u003Cp>\u003Cstrong>Another daily annoyance\u003C/strong>: I can’t actually \u003Ci>see\u003C/i> any of my reports inside Supermetrics. There’s no dashboard, no summary, no “here’s what you’ve built.” \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/reports_in_looker_studio_b97114e438.png\" alt=\"Reports In Looker Studio - Looker Studio interface with \">I have to hop over to Looker Studio every time—because Supermetrics doesn’t track or display your reporting output at all.\u003C/p>\u003Ch3>Who do you call when something breaks?\u003C/h3>\u003Cp>This is where the \"two-tool workflow\" really throws a wrench in the works.\u003C/p>\u003Cp>If a Supermetrics connector is clearly broken, or a query in their sidebar is throwing an error, then yes, Supermetrics support is your first port of call.\u003C/p>\u003Cp>But often, the problem is murky. Is your Looker Studio chart blank because:\u003C/p>\u003Cul>\u003Cli>Supermetrics failed to pull the data?\u003C/li>\u003Cli>Supermetrics pulled it, but it didn't transfer correctly to Looker Studio?\u003C/li>\u003Cli>The data source platform (e.g., Facebook's API) had an outage?\u003C/li>\u003Cli>Your Looker Studio chart configuration is wrong? You can spend a lot of time just figuring out which vendor's problem it actually is.\u003C/li>\u003C/ul>\u003Cp>For example, when I asked the support team why my GA4 data won’t load in the reports, they pointed out that it was a Google problem—and directed me to Google’s documentation.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_support_team_reply_75b6c5f91e.png\" alt=\"Supermetrics Support Team Reply - A screenshot of a support team response in a chat interface.\">Granted, they were generous with their instructions and detailed steps, I still had two platforms’ support documentation open right in front of me to troubleshoot one data connector for one report. \u003C/p>\u003Cp>As for dedicated support, if you're on their premium-priced “Business” or enterprise-level plans, Supermetrics does offer access to a dedicated Customer Success Manager. This is a higher level of personalized support and strategic guidance. \u003C/p>\u003Cp>However, for users on the more common Starter, Growth, or Pro plans, this type of dedicated, proactive account management isn't typically part of the package; you'll be relying on the standard support channels like email, chat (often with a chatbot first), and the help center.\u003C/p>\u003Cp>\u003Cstrong>If the thought of diagnosing issues across Supermetrics \u003C/strong>\u003Ci>\u003Cstrong>and\u003C/strong>\u003C/i>\u003Cstrong> Looker Studio (and maybe contacting both support teams) makes your head spin, here’s the Whatagraph difference\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Your very own dedicated Customer Success Manager—on every plan\u003C/strong>: That’s right. No need to be a top-tier enterprise client. Every Whatagraph user gets a dedicated Customer Success Manager.\u003C/li>\u003Cli>\u003Cstrong>One platform, one call\u003C/strong>: Because Whatagraph handles everything—data connections (ETL), report building, and automation—there’s no finger-pointing at other tools if something goes wrong. We own it, we fix it. \u003C/li>\u003C/ul>\u003Cp>This all-in-one support is why folks like Stef Oosterik, Quality Manager at \u003Ca href=\"https://dtchdigitals.com/nl/\" target=\"_blank\" rel=\"noopener noreferrer\">Dtch. Digitals\u003C/a>, not only LOVE our support but often make the switch from juggling tools like Looker Studio:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph's support team is very responsive. This makes it easy for us to give feedback, think of solutions, and get the right data visible for clients quickly. And most issues are fixed in a day!\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Ch3>What are the other ways to get help?\u003C/h3>\u003Cp> Supermetrics offers a few avenues:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Support center\u003C/strong>: Supermetrics has a library of online articles, guides, and FAQs. This is your first line of defense for self-service troubleshooting and learning how features should work.\u003C/li>\u003Cli>\u003Cstrong>Live chat\u003C/strong>: Supermetrics offers live chat support, accessible via their Hub and website, typically during their business hours (their support teams are in locations like Helsinki, Dublin, Atlanta, and Singapore, offering 24/5 coverage).\u003C/li>\u003Cli>\u003Cstrong>Community\u003C/strong>: They also offer a \u003Ca href=\"https://community.supermetrics.com/community\" target=\"_blank\" rel=\"noopener noreferrer\">native forum\u003C/a> where people can ask and answer questions from fellow Supermetrics users.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_support_center_71fc5118f4.png\" alt=\"Supermetrics Support Center - A search bar over icons for various data tools.\n\">\u003C/p>\u003Cp>\u003Ca href=\"https://support.supermetrics.com/support/home\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>When the above fails, you'll typically land on Supermetrics' online support ticket submission form.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/support_ticket_submission_form_490712d617.png\" alt=\"\">\u003C/p>\u003Cp>Supermetrics tries to gather a lot of specific information before you even type out your main problem. \u003C/p>\u003Cp>You’ll often need to:\u003C/p>\u003Cul>\u003Cli>Select a relevant category for your issue (e.g., technical, billing).\u003C/li>\u003Cli>Specify the Supermetrics product you’re using (for Sheets, Looker Studio, API, etc.).\u003C/li>\u003Cli>Pinpoint the exact data source involved, if applicable.\u003C/li>\u003Cli>Select your active license.\u003C/li>\u003Cli>Optionally provide a Query ID or Request ID.\u003C/li>\u003C/ul>\u003Cp>This structured approach, in theory, helps Supermetrics route your ticket to the right team and gives them immediate context, which \u003Ci>could\u003C/i> lead to faster resolution if all details are provided correctly.\u003C/p>\u003Cp>\u003Cstrong>The “RECORD MY SCREEN” is a standout positive.\u003C/strong> \u003C/p>\u003Cp>The ability to record your screen to \u003Ci>show\u003C/i> the problem directly from the ticket form is a modern feature that can be incredibly helpful for explaining complex bugs or unexpected behavior much more clearly than text alone.\u003C/p>\u003Cp>But for a busy agency pro staring at a broken client report and needing a fast fix, navigating multiple dropdowns and trying to categorize a complex or unfamiliar issue \u003Ci>before\u003C/i> explaining it can feel like an extra hurdle.\u003C/p>\u003Ch3>What are real users saying about their experience?\u003C/h3>\u003Cp>Some users note that once you do get a support rep, they’re helpful on a 1:1 level:\u003C/p>\u003Cp>“We had a few problems with data, but the customer support would help us individually and get a solution for us.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_positive_support_review_16b262635f.png\" alt=\"Supermetrics Positive Support Review - Customer review with a 3.5-star rating.\">But even those faint praises are tempered with caution: the fix often depends on \u003Ci>who\u003C/i> you get and \u003Ci>when\u003C/i>.\u003C/p>\u003Cp>While some users acknowledge Supermetrics’ potential, the overall sentiment ranges from frustrated to fully fed up.\u003C/p>\u003Cp>More than one user reported feeling blindsided by shifting terms—especially after committing to a contract.\u003C/p>\u003Cp>\u003Ca href=\"https://www.trustpilot.com/reviews/6704572237921802ec446f22\" target=\"_blank\" rel=\"noopener noreferrer\">Nimit B shares on Trustpilot\u003C/a>: “They initially assured me that if I cancelled my license, future payments would be stopped. However, after cancelling, they're now forcing me to pay for the entire year! The customer support is absolutely useless – no help at all, just excuses.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Supermetrics_negative_review_on_trustpilot_7b23cebacd.png\" alt=\"Supermetrics Negative Review On Trustpilot - Online review with one star, negative customer experience, dated October 2024.\">\u003C/p>\u003Cp>Some reviewers called the support team rude or unknowledgeable. Others said they were helpful—but only if you got the right person and at the right time. It's a bit of a roulette wheel.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Negative_review_on_trustpilot_for_supermetrics_c6ff3b4a6c.png\" alt=\"Supermetrics - A one star review complaining about horrible experiences.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.trustpilot.com/reviews/674759f8a32281373436c951\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>And here’s what real, verified users say about Whatagraph’s customer support\u003C/strong>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Apart from all the valuable things the tool has in itself, throughout the years we've chatted with their 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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10926049\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Customer support is exceptionally fast and knowledgeable—every question is answered professionally within minutes.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph is always prompt and efficient in resolving any issues we encounter, ensuring that our workflow remains smooth and uninterrupted.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10966050\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>We’re pretty proud of these.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Supermetrics support can technically be helpful—if you’re lucky. But it’s often slow, confusing, or powerless to act. For agencies juggling deadlines and client expectations, that kind of inconsistency is a dealbreaker.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use Supermetrics and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Supermetrics if\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>You're a large enterprise or analytics-heavy team with a full BI setup already in place (think Looker Studio, Power BI, or Snowflake).\u003C/li>\u003Cli>Your main need is data movement, not reporting—you’ve got your visualization, client comms, and delivery handled elsewhere.\u003C/li>\u003Cli>You have the time and resources to manage two tools (Supermetrics + your BI tool) and the patience for occasional connector bugs or refresh delays.\u003C/li>\u003Cli>You’re okay with a complex, per-destination pricing model and reaching out to sales for every little upgrade or add-on.\u003C/li>\u003Cli>Your team is technically fluent and doesn’t mind building reports from scratch in a separate tool.\u003C/li>\u003C/ul>\u003Cp>In short: Supermetrics works well if you’ve got infrastructure, experience, and internal buy-in to support a “data connector-only” workflow.\u003C/p>\u003Ch3>But if that’s \u003Ci>not\u003C/i> your reality…\u003C/h3>\u003Cul>\u003Cli>If you’re a growing marketing agency without a dedicated technical team.\u003C/li>\u003Cli>If your clients need reports that are on-brand, automated, and accurate—without you babysitting a flaky connector.\u003C/li>\u003Cli>If you’re tired of stitching two tools together just to get a single report out the door…\u003C/li>\u003C/ul>\u003Cp>…it’s probably time to switch to something simpler.\u003C/p>\u003Cp>\u003Cstrong>Meet Whatagraph.\u003C/strong>\u003C/p>\u003Cp>✅ \u003Cstrong>Escape the “two-tool Frankenstein” for good\u003C/strong>\u003C/p>\u003Cp>Whatagraph unites your entire reporting workflow—from seamless data connections to stunning, interactive client dashboards—all under one intuitive roof. \u003C/p>\u003Cp>✅ \u003Cstrong>Reporting power for your entire team\u003C/strong>\u003C/p>\u003Cp>Whatagraph is built for marketers, by marketers. Empower everyone in your agency—from account managers to content specialists—to confidently create insightful, client-ready reports with an easy-to-use drag-and-drop interface. \u003C/p>\u003Cp>✅ \u003Cstrong>Agency-centric by design\u003C/strong>\u003C/p>\u003Cp>Deliver reports that scream your brand, not ours or Google's, with comprehensive white-labeling and custom domain options. Effortlessly manage all your clients from a single, organized hub. \u003C/p>\u003Cp>✅ \u003Cstrong>Reclaim your hours\u003C/strong>\u003C/p>\u003Cp>Most Whatagraph users reclaim a remarkable 30%-70% of their time. \u003C/p>\u003Cp>If you want fewer tabs, faster reporting, and fewer headaches, it’s probably time to leave the middleman behind.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\" target=\"_blank\" rel=\"noopener noreferrer\">Book a call with us\u003C/a> and get time back in your day, guaranteed.\u003C/p>",{"id":1173,"description":31,"items":1174},372,[1175,1179,1183,1187],{"id":1176,"question":1177,"answer":1178},1449,"Is Supermetrics worth it?","\u003Cp>\u003Cspan style=\"color:#000000;\">It depends on who’s asking.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">If you’ve got a data team, a BI tool like Looker Studio or Power BI already in place, and the patience for occasional connector drama—then yes, it does the job.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">But if you’re an agency that needs polished, automated, client-ready reports without juggling tools—It’s probably more hassle than it’s worth.\u003C/span>\u003C/p>",{"id":1180,"question":1181,"answer":1182},1450,"Is Supermetrics safe?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes!\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Supermetrics uses HTTPS encryption, offers SSO and role-based user permissions, and is SOC Type II certified and GDPR and CCPA compliant. \u003C/span>\u003C/p>",{"id":1184,"question":1185,"answer":1186},1451,"What are the benefits of Supermetrics?","\u003Cp>\u003Cspan style=\"color:#000000;\">✅ 130+ marketing platform connectors.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">✅ Exports data to spreadsheets, BI tools, and warehouses.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">✅ Automates pulling performance data from ad platforms.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">✅ Solid for teams already deep into the Google ecosystem.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">In short: it’s great for data plumbing.\u003Cstrong> \u003C/strong>(Just don’t expect a finished bathroom.)\u003C/span>\u003C/p>",{"id":1188,"question":1189,"answer":1190},1452,"What is the difference between Supermetrics and Fivetran?","\u003Cp>\u003Cspan style=\"color:#000000;\">Supermetrics pulls data from ad and analytics platforms into tools like Sheets or Looker Studio.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Fivetran moves data from all kinds of sources—marketing, finance, product, ops—into data warehouses like Snowflake or BigQuery for modeling and analysis.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">If you’re building a full-blown data stack, Fivetran’s your guy.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">If you’re just trying to report on Meta Ads and GA4, Supermetrics is lighter, faster, and cheaper (until it’s not).\u003C/span>\u003C/p>",{"id":1192,"metaTitle":537,"metaDescription":1193,"addNoIndex":15,"canonicalURL":31,"metaImage":1194},1939,"Is Supermetrics worth it in 2025? This Supermetrics review dives into pricing, UX, and real-world workflows, plus a smarter alternative for agencies.",{"id":1128,"name":1129,"alternativeText":1130,"caption":31,"width":636,"height":637,"formats":1195,"hash":1137,"ext":292,"mime":293,"size":1138,"url":1139,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1140,"updatedAt":1141},{"thumbnail":1196},{"ext":292,"url":1133,"hash":1134,"mime":293,"name":1135,"path":31,"size":1136,"width":439,"height":440},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547,"image":1198,"author":1212,"content":1233,"faq":1243,"seo":1258},{"id":1199,"name":1200,"alternativeText":1201,"caption":31,"width":636,"height":637,"formats":1202,"hash":1207,"ext":292,"mime":293,"size":1208,"url":1209,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1210,"updatedAt":1211},14813,"Tapclicks reviews.png","Tapclicks Reviews - Icon with a colorful circle on a white card, surrounded by other icons.",{"thumbnail":1203},{"ext":292,"url":1204,"hash":1205,"mime":293,"name":1206,"path":31,"size":985,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Tapclicks_reviews_38c24680ea.png","thumbnail_Tapclicks_reviews_38c24680ea","thumbnail_Tapclicks reviews.png","Tapclicks_reviews_38c24680ea",116.49,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tapclicks_reviews_38c24680ea.png","2025-05-30T09:17:22.650Z","2025-05-30T09:17:25.189Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":1213,"articles":1216,"seo":1221,"tool_reviews":1222},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":1214,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":1215},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[1217,1218,1219,1220],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1223,1224,1225,1226,1227,1228,1229,1230,1231,1232],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1234,1240],{"id":12,"__component":585,"target":1235,"features":1236,"pros":1237,"cons":1238,"description":1239},"Large agencies or enterprises with complex data needs, especially if you’ve got a data person on hand to manage the backend and you're comfortable paying extra for more features.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>TapClicks\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">250+ sources (if you’re on the more expensive plans)\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>Connectors break more often than you'd like\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Not beginner-friendly; takes time to learn\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>Available\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>Included in higher-tier plans\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>Strong customization (but locked behind paywalls)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Scheduled emails, PDF, Excel, Powerpoint, live links\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>SOC 2 Type II and SOC 3 certified, GDPR-compliant, MFA, 2FA, and SSO, audit logs, role-based user permissions\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Wide range of integrations (250+ sources on higher-tier plans)\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Great for large-scale, multi-channel reporting\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Offers strong automation and white-labeling options\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Includes AI features like smart summaries and prescriptive analytics\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Steep learning curve, not beginner-friendly\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Connectors often break or glitch, causing delays in data\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Interface feels outdated and clunky to use\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Most powerful features are locked behind expensive add-ons\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Pricing is confusing and stacks up fast if you're not careful\u003C/span>\u003C/li>\u003C/ul>","TapClicks is a comprehensive marketing platform that helps businesses and agencies manage, analyze, and report on all their marketing data in one place.",{"id":1241,"__component":593,"content":1242},86,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we don’t write reviews from afar. We work directly with agencies and in-house marketing teams running real campaigns across Google Ads, Meta, Shopify, LinkedIn, and custom CRM pipelines. We’ve built dashboards, debugged integrations, and sat in on client pitch meetings where the report \u003Ci>had\u003C/i> to work.\u003C/p>\u003Cp>\u003Cstrong>For this TapClicks review, we\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Built a new TapClicks workspace from scratch and connected the works—GA4, HubSpot, Shopify, Meta, and a sample SQL table.\u003C/li>\u003Cli>Timed how long it took to go from \"data connected\" to \"client-ready dashboard\"—without prior training.\u003C/li>\u003Cli>Read 100+ verified G2, Capterra, and Software Advice reviews—prioritizing those with specifics.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Our goal is to help you make an informed decision, whether that leads you to TapClicks, to Whatagraph, or to another solution entirely.\u003C/strong>\u003C/p>\u003Ch2>TapClicks Pricing\u003C/h2>\u003Cp>TapClicks offers a modular pricing model and gives you the option to “\u003Ca href=\"https://www.tapclicks.com/pricing#build-plan\" target=\"_blank\" rel=\"noopener noreferrer\">Build My Plan\u003C/a>” according to your team’s needs.\u003C/p>\u003Cp>\u003Cstrong>The structure is primarily a two-step process\u003C/strong>:\u003C/p>\u003Col>\u003Cli>Selecting a base \"TapData\" package for data connection and data management; and \u003C/li>\u003Cli>Choosing a \"Data Destination\" for reporting, analytics, or insights.\u003C/li>\u003C/ol>\u003Cp>\u003Cstrong>For Step 1, I’ve chosen the TapData+ plan which starts at $349 and is designed for “growing teams.”\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_pricing_03c2c892d8.png\" alt=\"TapClicks Pricing - Data package selection menu with three plan options.\">\u003C/p>\u003Cp>Overall, here’s how the plans break down for Step 1:\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>Plan\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Starting Price\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>What You Get\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">TapData Lite\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$99/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">64 connectors + manual import tools (SmartConnector™ Basic)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">TapData+\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$349/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">250+ connectors + hosted file, DB access, direct-source sync (SmartConnector™ Plus)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">TapData Max\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$649/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Everything in TapData+, plus: outbound data export, TapAPI, auto-assignment, multi-destination\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>\u003Cstrong>Heads up\u003C/strong>: These tiers are only about data \u003Ci>ingestion\u003C/i>. If you want to build reports, share dashboards, or pull insights—you still need a reporting layer. That’s where Step 2 comes in.\u003C/p>\u003Cp>Now that your data is flowing in via your TapData plan, you need to decide how you want to visualize, analyze, and act on it. This is where you choose your \"destination\" or interface for marketing analytics. \u003C/p>\u003Cp>\u003Cstrong>For Step 2, I'm going with TapInsights.\u003C/strong>\u003C/p>\u003Cp>Here’s my thinking: since I’ve already committed to TapData+ for muscular data collection, just having basic reporting (TapReports) feels like I wouldn't be using my data's full potential.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_Tap_Insights_pricing_636db79c15.png\" alt=\"Tapclicks Tapinsights Pricing - Screenshot showing a pricing page, step 2 is to select destination data.\">Here’s how the pricing for data destinations breaks down:\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>Destination\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Starting Price\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>What You Get\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">TapReports\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$199\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Report Automation, Report Studio (for customization & branding), Data Source Overview, Quick Reports, Pre-Defined Channels, Advanced Calculations\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">TapAnalytics\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$899\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Includes all TapReports features, plus: Interactive Dashboards, Custom Channels, Margin & Markup Rules, Data Lookups, Smart Campaigns\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">TapInsights\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$1,399\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Includes all TapAnalytics features, plus: AI Summary Agents, Widget AI Executive Summary, Configurable Alerts, TapGoals with Prescriptive Analytics, Leads Management Attribution, Benchmark Widgets\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Third-Party Destination\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;\">Capability to send data to your own Business Intelligence (BI) tools or data warehouse. (Typically requires TapData Max for features like Data Exporter & TapAPI Access)\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>So, my \"Build My Plan\" setup looks like this:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Step 1\u003C/strong>: TapData+ ($349)\u003C/li>\u003Cli>\u003Cstrong>Step 2\u003C/strong>: TapInsights ($1,399)\u003C/li>\u003C/ul>\u003Cp>But the thing is, that $349 + $1,399 is still not my \u003Ci>actual\u003C/i> package price, because now I’m nudged to “Submit For Quote.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_packages_overview_adbbd5816d.png\" alt=\"TapClicks Packages Overview - Two package logos and a \">That gives me a ballpark of $1,748. \u003C/p>\u003Cp>But as we’ve established, that \"Submit For Quote\" button means this isn't the final check you’ll be writing.\u003C/p>\u003Cp>\u003Ca href=\"https://www.capterra.in/reviews/145227/tapclicks?sort=most_recent#facets\" target=\"_blank\" rel=\"noopener noreferrer\">On Capterra\u003C/a>, a user shares that although they think TapClicks is a “very good tool for digital marketing,” the rub is in their pricing especially for smaller agencies: “Can be very expensive if you go into Premium elements. As for a small company the price can rise very fast.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_expensive_price_review_53cf199ef2.png\" alt=\"Tapclicks Expensive Price Review - Review of software with 4/5 stars.\">\u003C/p>\u003Ch3>What does TapClicks’ pricing mean for your budget?\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Budget for two “core” plans\u003C/strong>: Your total TapClicks cost will always combine a TapData plan (for connecting your data) AND a Data Destination plan (for what you do with that data—reports, dashboards, AI). Don't budget for just one.\u003C/li>\u003Cli>\u003Cstrong>If you have more than 10 clients?\u003C/strong> The \"starting at\" prices for TapAnalytics and TapInsights include up to 10 clients. If your agency serves more clients than this, your quoted price \u003Ci>will\u003C/i> be higher.\u003C/li>\u003Cli>\u003Cstrong>The starting price \u003C/strong>\u003Ci>\u003Cstrong>isn’t\u003C/strong>\u003C/i>\u003Cstrong> the final price\u003C/strong>: Once you click \"Build My Plan,\" you’ll still be nudged to “Submit for Quote.” Final pricing depends on your data volume, number of clients, support needs, and any extra connectors or API usage.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>In short\u003C/strong>: TapClicks gives you options. But most agencies need at least TapData+ + TapAnalytics to function smoothly. And many end up closer to $2k/month once the real numbers are in.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph, on the other hand, takes a more direct and personalized route to arrive at your ideal solution and price.\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_pricing_b70a4cbbb8.png\" alt=\"Whatagraph Pricing - A pricing slider with a list of features on a blue and white background.\">Instead of you first trying to piece together various pre-defined modules and their \"starting at\" prices, Whatagraph prioritizes a conversation about your agency's \u003Ci>actual\u003C/i> requirements from the outset.\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About TapClicks?\u003C/h2>\u003Cp>I scanned 100+ reviews from G2, Capterra, Software Advice, YouTube videos, and Reddit threads to find the themes that came up again and again. \u003C/p>\u003Cp>Not one-off hot takes—recurring patterns.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall G2 TapClicks Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">4.3/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Capterra TapClicks Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.in/software/145227/tapclicks\" target=\"_blank\" rel=\"noopener noreferrer\">4.3/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>TapClicks pros: What users love\u003C/h3>\u003Cp>✅ \u003Cstrong>All-in-one data aggregation and reporting\u003C/strong>\u003C/p>\u003Cp>Users love the feeling of control—finally getting diverse data from social media (like Meta and LinkedIn), Google Ads, HubSpot, and their custom CRM under one roof.\u003C/p>\u003Cp>Like \u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-10390847\" target=\"_blank\" rel=\"noopener noreferrer\">Ahmad S., a Connectivity Software Engineer\u003C/a> who says: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>What I like best about TapClicks is that it simplifies marketing data by pulling everything into one easy-to-use dashboard. This saves time on reporting and gives clear insights to optimize campaigns quickly.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This single-pane-of-glass setup saves hours and makes it easier to spot trends across channels.\u003C/p>\u003Cp>✅ \u003Cstrong>Boost in productivity and time savings\u003C/strong>\u003C/p>\u003Cp>If you’re still stitching together Excel reports or pasting screenshots into decks, TapClicks feels like a relief. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9578373\" target=\"_blank\" rel=\"noopener noreferrer\">One reviewer\u003C/a> called it “unparalleled” for digital marketers, and says that TapClicks improves “productivity 100%.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_positive_review_34cd1fdc9f.png\" alt=\"Tapclicks Positive Review - A customer testimonial on TapClicks platform.\">✅ \u003Cstrong>Customizable dashboards with granular client view control\u003C/strong>\u003C/p>\u003Cp>Users also appreciate being able to design internal dashboards for deep performance reviews—while creating simpler, cleaner views for clients. You don’t have to show raw metrics if they just want high-level KPIs.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-5327711\" target=\"_blank\" rel=\"noopener noreferrer\">Katie w., a Digital Media Buying Supervisor shares on G2\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Internally we're able to track performance and see what we need to see while also having a dashboard for our clients that has all the information from the same campaigns but with the information laid out in a way the client can understand.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>TapClicks cons: Where users get frustrated\u003C/h3>\u003Cp>❌ \u003Cstrong>Steep learning curve\u003C/strong>\u003C/p>\u003Cp>Several users find the platform challenging to get started with, noting a difficult initial setup process and a steep learning curve for creating essential components like widgets. \u003C/p>\u003Cp>If you’re looking for a user-friendly marketing operations platform end-to-end, hit pause on TapClicks for a moment.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9568108\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user on G2\u003C/a> gives Tapclicks feedback that it's “not always the most intuitive to use, lots of steps to connect data.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_not_intuitive_to_use_review_c2e2ea8c67.png\" alt=\"Tap Clicks Not Intuitive To Use Review - User review highlighting data visualization and color customization.\">This isn’t a plug-and-play platform. New users regularly call out how unintuitive the interface is—from report setup to widget configuration.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9566773\" target=\"_blank\" rel=\"noopener noreferrer\">A five-star reviewer\u003C/a> also echoes this frustration: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The initial setup can take a bit, including a steep learning curve for some agency staff.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>❌ \u003Cstrong>Data inaccuracies and lag times\u003C/strong>\u003C/p>\u003Cp>Data accuracy is everything in client reporting. But several users called out lagging dashboards and mismatched metrics. Some even had to manually edit widgets before sharing them. That kind of manual patchwork erodes confidence.\u003C/p>\u003Cp>Even in an incentivized review, for example, \u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9544441\" target=\"_blank\" rel=\"noopener noreferrer\">John A. shares\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>…data not always correct, lag time. I don't like the way it logs you out within 10 minutes.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9544421\" target=\"_blank\" rel=\"noopener noreferrer\">Another verified user complains\u003C/a> that they’ve had “too many issues over the years”: “...the platform itself has been unreliable and we've had to spend a significant amount of time troubleshooting and editing widgets so clients stop seeing incorrect data.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_negative_review_1_2e10a035b2.png\" alt=\"Tapclicks Negative Review - Online review with text and star ratings.\">❌ \u003Cstrong>Support is slow when it matters most\u003C/strong>\u003C/p>\u003Cp>TapClicks support isn’t unreliable—it’s slow. That might not be a dealbreaker during onboarding, but when you’re under pressure to deliver a client report, a 48-hour response window just doesn’t cut it. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9642210\" target=\"_blank\" rel=\"noopener noreferrer\">One user says\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>slow to fix bugs, slow to respond to critical errors in the platform.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Check out our guide to \u003Ca href=\"https://whatagraph.com/blog/articles/tapclicks-alternatives-and-competitors\">TapClicks alternatives for 2025\u003C/a>.\u003C/p>\u003Ch2>Feature Deep Dive #1: TapClicks Ease of Use\u003C/h2>\u003Cp>How quickly can your team get up and running? \u003C/p>\u003Cp>Let's dig into what \"easy\" means in the TapClicks world.\u003C/p>\u003Ch3>Are there ready-to-use templates and drag-and-drop features?\u003C/h3>\u003Cp>Let's tackle the first part of the question: templates.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_templates_feature_503af146d5.png\" alt=\"TapClicks Templates Feature - Three graphic panels for report types: Freehand, Design Template, and Report Template.\">Yes, TapClicks generally gives you a few paths. As you can see from common starting points in the platform, you typically get to choose from three main options to build your reports once data is connected:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Freehand\u003C/strong>: Basically, you’re staring at a blank canvas. As TapClicks puts it, \"Let your creative juices flow and build a report from scratch.\" For those who want total control and have a clear vision.\u003C/li>\u003Cli>\u003Cstrong>Design Template\u003C/strong>: Here, TapClicks says, \"You provide the data, we provide the design.\" You pick a \"handcrafted canvas\" to build your report upon. A bit of a head start on the looks.\u003C/li>\u003Cli>\u003Cstrong>Report Template\u003C/strong>: This is the most \"ready-to-use\" option. \"We provide the data and the design. Select a report template ready for prime time.\" This sounds like the quickest way to get something out the door.\u003C/li>\u003C/ol>\u003Cp>\u003Cbr>Now for the second half of the question: drag-and-drop.\u003C/p>\u003Cp>This is where things get a little more “clicky” than you might expect. \u003C/p>\u003Cp>When building your report layout, you’re not dragging widgets out of a side panel like you would in Whatagraph. \u003C/p>\u003Cp>You first have to \u003Ci>click\u003C/i> to insert a widget. Then, choose between three types:\u003C/p>\u003Cul>\u003Cli>Data Widget (for charts, KPIs, tables).\u003C/li>\u003Cli>Media Widget (images, videos).\u003C/li>\u003Cli>Admin Widget (pagination, notes, logos).\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_report_dashboard_builder_cee2a4170b.png\" alt=\"Tapclicks Report Dashboard Builder - A dashboard with widgets for campaign performance metrics.\">\u003Cstrong>Every single data visualization element starts with a menu click\u003C/strong>. You can’t just drag a “CTR” block or “Spend” chart onto the canvas from a sidebar.\u003C/p>\u003Cp>But, once the widget is \u003Ci>on\u003C/i> the page, you can move it around. TapClicks uses a grid-based layout that lets you drag, reposition, and resize existing widgets.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_report_builder_dashboard_eae56d412d.png\" alt=\"Tap Clicks Report Builder Dashboard - Campaign performance dashboard with charts and key metrics.\">The drag-and-drop experience is more like moving furniture around \u003Ci>after\u003C/i> you've placed it. \u003C/p>\u003Cp>That may not matter if you’re reusing a few go-to layouts. But if your team builds a lot of custom dashboards—or frequently adjusts reports with new metrics, designs, or layouts—you’ll feel the friction over time. \u003C/p>\u003Cp>The clicks add up.\u003C/p>\u003Cp>\u003Cstrong>Now compare that to Whatagraph, where you drag widgets straight from the sidebar onto the grid. \u003C/strong>\u003C/p>\u003Cp>One move. One second. Done.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_report_builder_1f689107e9.gif\" alt=\"Whatagraph Report Builder - Report editing interface with widget selection options\">\u003C/p>\u003Ch3>Is everything housed in one marketing reporting environment?\u003C/h3>\u003Cp>TapClicks says it’s an all-in-one platform. And to be fair, it \u003Ci>is\u003C/i> all under one login. \u003C/p>\u003Cp>You’ve got TapData for ingestion, TapAnalytics for dashboards, TapReports for output, and even TapWorkflow for marketing campaign ops. \u003C/p>\u003Cp>On paper, that’s end-to-end coverage.\u003C/p>\u003Cp>But “all-in-one” doesn’t always mean all-in-one UX.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_all_in_one_platform_e06c25d4ae.png\" alt=\"TapClicks all in one platform - Grid of eight marketing operations modules with icons and descriptions.\">You’re not working from a single, unified canvas. \u003C/p>\u003Cp>You’re jumping between dashboards, widget builders, report templates, and schedulers—each tucked into its own tab, with its own menu, its own new “workspace.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_report_studio_1bb2101ff2.png\" alt=\"TapClicks Report Studio - Dashboard of report templates with search bar and navigation menu.\n\">All this switching between workspaces—”workspace hopping”—takes up valuable time. \u003C/p>\u003Cp>And those hops add up.\u003C/p>\u003Cp>Every switch between workspaces is a small mental reset:\u003Cbr>—Where’s the filter for that widget again?\u003Cbr>—Was that in the dashboard tab or the report tab?\u003Cbr>—Why is this client’s data live here but not showing there?\u003C/p>\u003Cp>Instead of moving smoothly from insight to action, you’re reorienting yourself again and again.\u003C/p>\u003Cp>\u003Cstrong>To be clear\u003C/strong>: TapClicks gives you a \u003Ci>lot\u003C/i> of power. But you have to know\u003Ci> how\u003C/i> to move between modules to use that power efficiently. \u003C/p>\u003Cp>For lean teams, or those without a dedicated ops manager, the friction can slow down your workflow. \u003C/p>\u003Cp>In a recent YouTube review, The Wise Explainer said that the advanced features are probably overkill for you if you don’t really use the “full” capability of the workspace. He adds that “TapClicks is intuitive but onboarding can take time due to the depth of its functionality.”\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=gMTjjRuKJC4\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/gMTjjRuKJC4\" 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 other words, the platform has the right parts. But the connective tissue—the UX that ties everything together—is where it falls short.\u003C/p>\u003Cp>\u003Cstrong>Compare this to Whatagraph, where dashboards and reports are built in a single editor with unified styling, drag-and-drop layouts, and data blending baked in\u003C/strong>. \u003C/p>\u003Cp>You stay in one view. You build faster.\u003C/p>\u003Ch3>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_drap_and_drop_606a152682.gif\" alt=\"Whatagraph Drap And Drop - Interface with a new report and drag and drop widgets.\">\u003Cbr>How easy and fast is editing dozens of reports?\u003C/h3>\u003Cp>If you’re managing a small handful of clients with nearly identical dashboards, you’ll be fine. \u003C/p>\u003Cp>TapClicks offers report templates and even CSV-based bulk updates that can save time, \u003Ci>if\u003C/i> you’re set up for it.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_bulk_import_and_export_541b85336f.png\" alt=\"Tapclicks Bulk Import And Export - List of active business units with download and upload buttons.\">\u003C/p>\u003Cp>\u003Ca href=\"https://support.tapclicks.com/hc/en-us/articles/360040413873-How-to-use-the-Bulk-Import-and-Export-feature\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Here’s how it works\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>TapClicks shows “Export” and “Import” icons across several parts of the platform—Clients, Users, Business Units, Dashboards, and more. \u003C/li>\u003Cli>These buttons let you download a CSV of existing records (like dashboard layouts or client metadata), make edits in bulk, and re-upload them to apply changes across the board.\u003C/li>\u003C/ul>\u003Cp>In theory—very efficient. You can update client names, assign dashboards, or push broad changes without clicking through every single interface manually.\u003C/p>\u003Cp>But in practice—it’s a power-user move.\u003C/p>\u003Cp>You need to know which fields to edit, how to format the upload, and where mistakes will quietly break things without warning. If your agency doesn’t have someone comfortable working with structured data or managing config files, this “shortcut” might cost more time than it saves.\u003C/p>\u003Cp>Also, if your reports are heavily customized, these CSV workflows don’t touch layout-level changes or widget-specific edits. You’ll still end up clicking through each report manually to update logos, KPIs, or visual components.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph, for example, sidesteps this problem entirely.\u003C/strong> With linked report templates, you update the “master” once—and that change cascades across every linked client report. That’s marketing performance, built for speed.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/linked_reports_d7571b90eb.gif\" alt=\"Linked Reports - Web dashboard with charts and folder icons, text fields and menu items.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>TapClicks has the right parts, but stitching them together takes effort. Expect extra clicks, workspace hopping, and a steeper learning curve.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #2: TapClicks Integrations\u003C/h2>\u003Cp>Your clients use a ton of tools. The big ones like Google and Meta, plus a whole constellation of others. Can TapClicks connect to everything \u003Ci>you\u003C/i> need? \u003C/p>\u003Cp>And how well do those connections actually work?\u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>TapClicks advertises 216 native integrations, and you’ll see a long scroll of logos when you hit “Show All” in the “Manage Data Sources” screen—everything from Meta and Google Analytics to ecommerce hubs like Amazon DSP, AdRoll, Adobe Analytics, and niche platforms like Acoustic and Adventive.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_data_sources_connector_eea783d75f.png\" alt=\"Tapclicks Data Sources Connector - Data source connector interface, displaying available data integrations.\">These “Instant On” connectors are meant to plug directly into your dashboards with minimal setup. \u003C/p>\u003Cp>\u003Cstrong>Heads up\u003C/strong>: Even with that impressive breadth, it’s important to note that \u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">integrations like SE Ranking for SEO\u003C/a> and AppsFlyer aren’t available on the platform. (But they\u003Ci> are \u003C/i>available on Whatagraph.)\u003C/p>\u003Ch3>Can you connect custom APIs or upload offline data?\u003C/h3>\u003Cp>Yes—TapClicks gives you multiple ways to get your data in. \u003C/p>\u003Cp>You can manually upload offline data sources—like budget files, media buys, or custom campaign management sheets—and map them into dashboards using custom dimensions or flat tables. \u003C/p>\u003Cp>Apart from the integrations we just covered, you’ve got a few options for custom data connectors:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>SmartConnector™ Basic\u003C/strong>: For importing CSVs, Google Sheets, or email reports.\u003C/li>\u003Cli>\u003Cstrong>SmartConnector™ Plus\u003C/strong>: For hosted file transfers and direct database connections.\u003C/li>\u003Cli>\u003Cstrong>TapAPI\u003C/strong> (TapData Max only): For sending data into or out of TapClicks via API.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_smart_connectors_e70ba02e98.png\" alt=\"Tap Clicks Smart Connectors - Interface to create a new smart connector.\">\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9545684\" target=\"_blank\" rel=\"noopener noreferrer\">One user\u003C/a> put it this way:\u003C/p>\u003Cp>“[I like] The ability to pull data from all places via the built-in connectors. If there is not a native connector, you can also pull the data through the platform's smart connector.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_smart_connector_challenge_review_f2f8f9a5f8.png\" alt=\"Tapclicks Smart Connector Challenge Review - Online review showing strengths and weaknesses of the Tapclicks software.\">But here’s the flip side:\u003C/p>\u003Cp>That \u003Ci>same\u003C/i> user called SmartConnector setup “challenging.”\u003C/p>\u003Cp>\u003Cstrong>And that’s the core of the TapClicks user experience—it’s a classic power vs. ease-of-use tradeoff.\u003C/strong>\u003C/p>\u003Cp>The capability is there; the \u003Ci>simplicity\u003C/i> of using it isn't always guaranteed.\u003C/p>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>This is where a significant number of user reviews take a sharp, critical turn. If you're looking for unwavering, set-it-and-forget-it reliability, the feedback suggests you might need to brace yourself.\u003C/p>\u003Cp>Even a five-star reviewer like katie w. complains specifically about TapClicks’ connections’ reliability.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_connections_reliability_review_041f757c46.png\" alt=\"Tapclicks Connections Reliability Review - Online review with five stars and user feedback.\">Let’s break down what this means for your day-to-day workflow:\u003C/p>\u003Cul>\u003Cli>Even when users go through the effort of setting up connections manually (likely for data sources not natively supported by TapClicks), these connections aren't always stable and can experience \"glitches.\"\u003C/li>\u003Cli>A key frustration is that TapClicks reportedly doesn't provide an alert system to notify users when these data connections fail or stop pulling information—”I would like if there was some sort of alert that tells us when information isn't being connected.”\u003C/li>\u003Cli>The direct, damaging consequence of these glitches and the absence of alerts is that critical data issues (like empty dashboards making campaigns appear offline) often go unnoticed by the agency until a \"panicked\" client discovers and reports the problem.\u003C/li>\u003C/ul>\u003Cp>Beyond outright breaks and the lack of alerts, some users point to another layer of difficulty: the ongoing effort to simply maintain these connections.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9553009\" target=\"_blank\" rel=\"noopener noreferrer\">Denise M. says\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Continual updating of connections and reporting requires use of professional services from Tap.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Data hygiene becomes your responsibility \u003C/strong>\u003Ci>\u003Cstrong>entirely\u003C/strong>\u003C/i>\u003Cstrong>.\u003C/strong>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Flexible, but not frictionless. TapClicks supports custom and offline data—but keeping connections clean takes constant effort.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #3: TapClicks Data Organization, Filtering, and Blending\u003C/h2>\u003Cp>Once your data flows into TapClicks, how can you organize and clean it so your reports will show an accurate and holistic view of performance? \u003C/p>\u003Cp>Let’s take a look.\u003C/p>\u003Ch3>Can you blend data or create custom metrics and dimensions?\u003C/h3>\u003Cp>TapClicks supports data blending across sources, and \u003Ca href=\"https://support.tapclicks.com/hc/en-us/articles/35832947062171-April-2025-Release-Notes\" target=\"_blank\" rel=\"noopener noreferrer\">as of April 2025\u003C/a>, they’ve improved this with Unified Blending in Channels. You can now combine data from both On Demand and Instant On connectors into the same view. \u003C/p>\u003Cp>That means no more duplicating channels or setting up separate dashboards just to visualize two sides of a campaign.\u003C/p>\u003Cp>It’s a meaningful upgrade—especially for agencies managing a mix of real-time and batched data sources.\u003C/p>\u003Cp>That said, the power’s still wrapped in a technical shell. \u003C/p>\u003Cp>You’ll need to know how to structure blended views, configure your channels, and troubleshoot misaligned metrics. This isn’t a visual drag-and-drop builder—it’s a configuration layer. And it takes some work to get right.\u003C/p>\u003Cp>As for custom metrics: TapClicks offers those too, but the experience varies depending on the connector type. For On Demand Connectors (like Google Ads, GA4, Facebook, HubSpot, and others), you can use “Advanced Calculations”—TapClicks’ way of building detailed, flexible custom metrics inside the platform.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_calculations_feature_e75c1d7e1b.png\" alt=\"TapClicks Calculations Feature - Screenshot of the TapClicks \">They’re more powerful than Basic Calculations and give you real control over how metrics are shaped—perfect for things like blended ROAS, normalized conversion rates, or custom funnel definitions.\u003C/p>\u003Cp>But these tools aren’t available across all connectors. \u003C/p>\u003Cp>And even when they are, you're working in a rules-based builder—not a visual UI. That makes them best suited for ops-minded users who are comfortable thinking in logic trees.\u003C/p>\u003Cp>So yes, blending and custom metrics are available—but like most things in TapClicks, they’re flexible \u003Ci>and\u003C/i> fiddly.\u003C/p>\u003Cp>\u003Cstrong>If you want full control over blended metrics—without the heavy technical lift—Whatagraph is the simpler, faster option.\u003C/strong>\u003C/p>\u003Cp>Whatagraph lets you:\u003C/p>\u003Cp>✅ Standardize campaign names (e.g. merge “retargeting campaign” and “retargeting ads” into just “Retargeting”).\u003C/p>\u003Cp>✅ Unify dimension labels across platforms (like turning “City,” “Location,” and “Geo” into one clean field).\u003C/p>\u003Cp>✅ Segment data cleanly (e.g. group countries into “Tier 1” vs. “Tier 2” markets).\u003C/p>\u003Cp>✅ Match metrics under one name (like “Conversions” across Google Ads, Meta, and Shopify).\u003C/p>\u003Cp>You can blend data from any source, create unlimited custom dimensions and metrics, and do it all on every pricing plan—no premium-tier lock-ins, no connector restrictions.\u003C/p>\u003Cp>You can also build these custom blends, metrics, and dimensions \u003Cstrong>directly in your reports\u003C/strong>—no need to go back and forth from one workspace to another.\u003C/p>\u003Cp>Check out Whatagraph’s powerful \u003Ca href=\"https://whatagraph.com/organize\">Organize\u003C/a> feature 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>\u003Ch3>What kind of filtering can you do in TapClicks?\u003C/h3>\u003Cp>TapClicks gives you a decent amount of filtering power—if you know where to look and how to use it.\u003C/p>\u003Cp>You can filter by metric, attribute, campaign, channel, source, and date. Filters can be applied at the widget level, dashboard level, or across entire reports. You can also save and reuse filter presets for recurring client needs.\u003C/p>\u003Cp>But the interface doesn’t exactly invite play.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_filters_feature_524015c257.png\" alt=\"TapClicks Filters Feature - A panel with filterable data columns.\">As the screenshot shows, you're not dragging pills into a logic builder or toggling switches. You're filling out text fields, selecting from dropdowns, and specifying ranges manually. \u003C/p>\u003Cp>It’s functional, but doesn’t exactly flow.\u003C/p>\u003Cp>And here’s where it gets trickier—the fine print \u003Ca href=\"https://support.tapclicks.com/hc/en-us/articles/4404971902747-How-to-Filter-On-Demand-Widgets\" target=\"_blank\" rel=\"noopener noreferrer\">according to TapClicks’ documentation\u003C/a>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>No filters for Microsoft Ads\u003C/strong>: Their API doesn’t allow it.\u003C/li>\u003Cli>\u003Cstrong>Limited filtering for LinkedIn Ads\u003C/strong>: You can only do so much before hitting API walls.\u003C/li>\u003Cli>\u003Cstrong>No “pick from a list” filtering\u003C/strong>: You can’t select campaigns from a dropdown—you have to manually enter the value.\u003C/li>\u003Cli>\u003Cstrong>No combined AND/OR logic\u003C/strong>: You can’t nest complex filters using both.\u003C/li>\u003Cli>\u003Cstrong>No filtering on date or boolean fields\u003C/strong>: Want to segment based on campaign start dates? Nope.\u003C/li>\u003Cli>\u003Cstrong>No filters on dynamic custom fields\u003C/strong>: If it’s custom and dynamic, it’s off-limits.\u003C/li>\u003Cli>\u003Cstrong>No promoting On Demand filters to dashboards\u003C/strong>: Filters on On Demand widgets are locked in place—you can’t apply them globally.\u003C/li>\u003C/ul>\u003Cp>So yes, TapClicks supports filtering. But not in the flexible, visual, \"slice-and-dice\" way many marketers expect in 2025.\u003C/p>\u003Cp>\u003Cstrong>In contrast, Whatagraph simplifies this entire process\u003C/strong>. You can apply a “\u003Ca href=\"https://help.whatagraph.com/en/articles/6389747-how-to-create-a-source-filter-and-a-source-variant\">Source filter\u003C/a>” to an entire report—no need to add filters widget by widget. It’s faster, cleaner, and much easier to maintain across dozens of clients.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_source_filter_feature_1d94987322.gif\" alt=\"Whatagraph Source Filter Feature - Source filter configuration interface.\">\u003C/p>\u003Cp>Even better, you can layer those Source filters with widget-level filters for granular breakdowns—giving you both a bird’s-eye view and field-level control without the tedium.\u003C/p>\u003Ch3>How can you manage clients on TapClicks?\u003C/h3>\u003Cp>TapClicks is clearly built for multi-client setups. You can create dedicated Business Units, assign users with client-specific roles, and tightly control which dashboards, reports, and data each person sees.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_clients_74e555c417.png\" alt=\"Tapclicks Clients - A dashboard with list of clients, showing their status as active.\">You can assign each client:\u003C/p>\u003Cul>\u003Cli>A specific data profile (what data they see).\u003C/li>\u003Cli>Their own dashboards and reports.\u003C/li>\u003Cli>Group-level permissions.\u003C/li>\u003Cli>TapOrders visibility (for ad operations).\u003C/li>\u003Cli>Account manager linkage.\u003C/li>\u003Cli>Cross-business unit order booking options.\u003C/li>\u003C/ul>\u003Cp>And if that sounds like a lot...it is.\u003C/p>\u003Cp>You don’t just “add a client.” \u003C/p>\u003Cp>You fill out a multi-tab form: company name, business unit, data profile, products, account manager, TapOrders status, report access status—and more. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_clients_info_settings_12f07bfb6b.png\" alt=\"TapClicks Clients Info Settings - TapClicks interface showing client information form.\">Want to white-label reports? Upload a logo under the “Branding” tab. Want to gate access to specific dashboards? You’ll have to \u003Ca href=\"https://support.tapclicks.com/hc/en-us/articles/360039916914-Managing-Client-Users\" target=\"_blank\" rel=\"noopener noreferrer\">configure\u003C/a> that too.\u003C/p>\u003Cp>Once a client is created, you can’t delete them. You can only inactivate or “hold” their account, which preserves their config but hides the data. So every new addition needs to be intentional—especially if you’re working with dozens of clients and rotating access often.\u003C/p>\u003Cp>The tooling is there, but you’re building every brick manually.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>TapClicks gives you deep control over data blending, filtering, and client access—but it’s manual, clunky, and best suited to ops-heavy teams.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #4: TapClicks Reports and Dashboards\u003C/h2>\u003Cp>This is where the rubber meets the road.\u003C/p>\u003Cp>This section looks at how reports are built in TapClicks, what you can customize, how interactive the dashboards really are, and what options you have for sharing and automation.\u003C/p>\u003Ch3>How are reports built (templates vs. custom)?\u003C/h3>\u003Cp>We touched on this earlier in the ease of use section, but it’s worth digging deeper here.\u003C/p>\u003Cp>Yes, TapClicks offers templates. Yes, there’s a “Quick Report” option. But in practice, these starting points rarely get you all the way to a polished, client-ready result.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_quick_reports_builder_5ec2d0117a.png\" alt=\"TapClicks Quick Reports Builder - Report creation interface with options and instructions.\">Take Quick Report, for example. You select a client, date range, data profile, and hit generate. The output is fast—but raw. You’ll still need to tweak visuals, adjust layout, and manually style everything before it’s ready to send.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_reports_builder_a1bad1dee7.png\" alt=\"TapClicks Reports Builder - Interface showing report customization and Instagram campaign data.\">Then there’s the Freehand option. And by “freehand,” they mean it literally.\u003C/p>\u003Cp>You start with a blank canvas and click “Insert” every time you want to add…anything. \u003C/p>\u003Cp>Data chart? Click. \u003C/p>\u003Cp>Text box? Click. \u003C/p>\u003Cp>Logo? Click. \u003C/p>\u003Cp>Every element is placed manually. If you’re building even a simple 3-page report, expect to click 100+ times just to get the layout in shape.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_report_builder_0ed8624792.png\" alt=\"Tapclicks Report Builder - A report builder interface with a bar chart and style settings.\">You can build highly custom reports, but there’s no fast lane unless you’re copying from an existing template or sticking to a repeatable format.\u003C/p>\u003Ch3>What can you \u003Ci>actually\u003C/i> customize?\u003C/h3>\u003Cp>All your visual data lives inside Widgets—bar charts, pie charts, line graphs, tables, and so on. These widgets are the building blocks of your Dashboards and Reports. To customize what you see, you’ll need to edit each widget manually.\u003C/p>\u003Cp>\u003Cstrong>Here’s the workflow\u003C/strong>:\u003C/p>\u003Col>\u003Cli>Go to your dashboard.\u003C/li>\u003Cli>Hover over a widget.\u003C/li>\u003Cli>Click the three-dot “More Options” menu.\u003C/li>\u003Cli>Select Edit.\u003C/li>\u003Cli>Click the Styles tab.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_report_builder_customization_ef55d83053.png\" alt=\"TapClicks Report Builder Customization - A panel to edit widget styles of a bar chart.\">From there, you’ll see two main sections:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Look & Feel\u003C/strong>: Controls the visual design—colors, fonts, borders, etc.\u003C/li>\u003Cli>\u003Cstrong>Bar Chart Options\u003C/strong>: Controls chart-specific settings like axis formatting, label visibility, data point precision, and more.\u003C/li>\u003C/ul>\u003Cp>You can toggle each style setting on or off using sliders, and for some options, there’s a little “?” icon to explain what the setting does.\u003C/p>\u003Cp>It’s granular and gets the job done—but it’s not exactly quick.\u003C/p>\u003Cp>Let’s talk white-labeling.\u003C/p>\u003Cp>In TapClicks, you can fully brand the login experience and dashboard interface: upload your client’s logo, pick a theme color (they offer 10+ presets), and even customize the login screen text. This is a big win for agencies looking to deliver a clean, branded experience across every touchpoint.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_branding_and_customization_4040a5fb5f.png\" alt=\"TapClicks Branding And Customization - Platform Settings screen with logo, mode, and themes options.\">\u003C/p>\u003Cp>Users find this level of customization limiting, still:\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9545025\" target=\"_blank\" rel=\"noopener noreferrer\">One says\u003C/a> that they don’t like “not being able to change pie chart section colors beyond what is assigned at the dashboard level.”\u003C/p>\u003Cp>\u003Cstrong>By contrast, Whatagraph gives you more \u003C/strong>\u003Ca href=\"https://whatagraph.com/visualize\">\u003Cstrong>visualization freedom\u003C/strong>\u003C/a>\u003Cstrong> with less effort. \u003C/strong>\u003C/p>\u003Cp>You can customize the full report—widget styling, chart types, layout spacing, color schemes, and branded elements—without hunting through nested side panels.\u003Cbr>And because styling happens in a unified editor, you can actually see what your client will see, \u003Ci>as\u003C/i> you build.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_report_builder_1f689107e9.gif\" alt=\"Whatagraph Report Builder - Report editing interface with widget selection options\">\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">Patrick C.,\u003C/a>’s recent review describes us best:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph is extremely flexible, the visuals are beautiful (which is important for having clients be engaged in the reports), very customizable to make complex data easy to ingest for the client.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>In fact, you can compare TapClicks’ reports vs. Whatagraph’s below:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_vs_Whatagraph_b705088e4d.png\" alt=\"A comparison of TapClicks' report vs. Whatagraph's report - Whatagraph\">You can see how Whatagraph’s report is clean, sleek, and easy to read and understand—perfect for reporting to clients who might not understand digital marketing and metrics as much as you do. \u003C/p>\u003Cp>And this is exactly what Stef Oosterik, Quality Manager at \u003Ca href=\"https://dtchdigitals.com/nl/\" target=\"_blank\" rel=\"noopener noreferrer\">Dtch. Digitals\u003C/a> agency loves about us. \u003C/p>\u003Cp>Previously, they were using a static reporting tool with old-fashioned reports. But once they switched to Whatagraph, the agency saw a 50% decrease in client churn because clients could now easily understand the reports and the value they were driving. \u003C/p>\u003Cp>Stef told us:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Thanks to Whatagraph’s attractive visuals, clients can see the professionality behind our agency. Whatagraph really helps us not only get clients on board but also keep them within our agency. Our churn rate is very, very low.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ci>Read the full \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">\u003Ci>case study\u003C/i>\u003C/a>\u003Ci>.\u003C/i>\u003C/p>\u003Ch3>Are the dashboards interactive or static displays?\u003C/h3>\u003Cp>\u003Ca href=\"https://support.tapclicks.com/hc/en-us/articles/11416283399707-Report-Studio-Overview\" target=\"_blank\" rel=\"noopener noreferrer\">TapClicks describes its Report Studio\u003C/a> as offering “interactive, data-driven graphics”—and technically, that’s true. Widgets can include hover states, clickable tabs, and live-updating visuals when new data is ingested.\u003C/p>\u003Cp>But here’s the nuance: interactivity is baked into the graphics—not the \u003Ci>experience\u003C/i>.\u003C/p>\u003Cp>What that means in practice is:\u003C/p>\u003Cul>\u003Cli>You \u003Ci>can\u003C/i> build charts that update as data refreshes.\u003C/li>\u003Cli>You \u003Ci>can’t\u003C/i> click into a widget to drill down or change filters on the fly.\u003C/li>\u003Cli>Clients \u003Ci>can’t\u003C/i> customize their view or explore data dynamically without editing access.\u003C/li>\u003C/ul>\u003Cp>So while the visuals are technically live, the dashboards function more like polished slides than interactive tools. \u003C/p>\u003Cp>They’re great for top-level visibility—but if your client wants to toggle platforms, switch time ranges, or zoom into a campaign with a click? TapClicks doesn’t offer that level of flexibility out of the box.\u003C/p>\u003Ch3>What are your sharing options (and how automated/efficient are they)?\u003C/h3>\u003Cp>TapClicks gives you several ways to share reports—but the workflow depends heavily on \u003Ci>where\u003C/i> you build them.\u003C/p>\u003Cp>Let me explain.\u003C/p>\u003Cp>If you use “Quick Report,” you’ll see the most export options: PDF, PPT, Excel, or email. It’s a straightforward setup—just pick your format and hit download or send.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_quick_report_export_b1ae7eb315.png\" alt=\"TapClicks Quick Report Export - Export options displayed on right side of page.\">But if you build your reports in Report Studio, you’re usually limited to just PDF and PPT. There’s no live link or web-view option, and the report is essentially frozen at the time of export.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_export_options_18b198c69c.png\" alt=\"TapClicks export options - A modal window with options for PDF and PPT report formats.\">\u003C/p>\u003Cp>Want to automate delivery? You can—but not from the workspace where you actually build the report. You’ll have to navigate out to a separate menu called “Report Scheduler,” then fill out a form to configure when and how often each report should go out.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_report_scheduler_feature_1363cad32e.png\" alt=\"TapClicks Report Scheduler Feature - Report scheduler with various options on the left-hand side of the screen.\">\u003C/p>\u003Cp>It works, but it’s not very \u003Ci>seamless\u003C/i>. There’s a disconnect between building the report and setting it live on a schedule. For agencies sending dozens of reports each week, that extra hop can add up fast.\u003C/p>\u003Cp>On Whatagraph, there are \u003Ca href=\"https://help.whatagraph.com/en/articles/6309188-how-to-automate-a-report\" target=\"_blank\" rel=\"noopener noreferrer\">two helpful options to automate client reports\u003C/a>: to review your reports before sending them, and to opt in for an email update when the report is sent. No surprises.\u003C/p>\u003Cp>Plus, you can share and automate your reports from the same workspace you’re building your reports—and share them as links so your reports don’t stay frozen in time as a static PDF.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_automate_report_feature_ddc45c6a9e.png\" alt=\"Whatagraph automate report feature - A menu showing options such as automate report and download PDF.\">\u003C/p>\u003Ch3>What about AI features for insights?\u003C/h3>\u003Cp>TapClicks has recently rolled out a set of AI-powered features under its TapInsights tier—designed to help agencies surface trends faster and get more strategic with their data. \u003C/p>\u003Cp>These include:\u003C/p>\u003Cul>\u003Cli>AI Summary Agents that auto-generate performance narratives.\u003C/li>\u003Cli>Widget AI Executive Summary, which adds natural-language blurbs next to charts.\u003Cbr>TapGoals with prescriptive analytics—suggesting next steps based on campaign performance.\u003C/li>\u003Cli>Configurable Alerts for anomalies and threshold breaches.\u003C/li>\u003Cli>Benchmark Widgets to see how your performance stacks up against internal or external standards.\u003C/li>\u003C/ul>\u003Cp>In practice, these tools still feel early-stage. The summaries are generic unless your datasets are extremely clean. The AI doesn’t yet offer much nuance or campaign-specific interpretation. And setting up things like TapGoals or Benchmarks requires quite a bit of upfront rule configuration—it’s not plug-and-play.\u003C/p>\u003Cp>\u003Cstrong>Also worth noting\u003C/strong>: these features are only available on the TapInsights plan, which starts at $1,399 (plus whatever TapData plan you’re on). So, if AI is the primary thing you’re after, you’ll need to budget for the top-tier plan and invest time in setup.\u003C/p>\u003Cp>If you \u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-ai-chatbot\">try Whatagraph’s AI chatbot\u003C/a>, you can actually talk to it. Ask questions about campaign performance in plain English, and it’ll surface insights instantly—without digging through filters or dashboards. \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>Plus, you can also ask our AI to write out performance summaries for you based on your data on a specific report page, or for the entire report. The summaries are fully customizable. You can choose:\u003C/p>\u003Cul>\u003Cli>The content: summary, recommendations, wins, and/or issues\u003C/li>\u003Cli>The format: long or short\u003C/li>\u003Cli>The language: English, Dutch, Arabic, Danish, Finnish, French, German, Italian, Traditional and Simplified Chinese, Spanish, Swedish, Thai…the possibilities are endless really\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ai_summaries_7e0b125403.gif\" alt=\"Ai Summaries - Dashboard showing campaign data and edit report panel.\">\u003C/p>\u003Ch3>Is there proactive monitoring?\u003C/h3>\u003Cp>TapClicks lets you create alerts from multiple entry points: dashboards, widgets, and goals. But each alert requires a fairly manual setup—selecting data views, assigning users, configuring rules, and toggling options across several screens. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_alert_feature_8e55a398c3.png\" alt=\"Tapclicks Alert Feature - Alert configuration screen with fields for alert name, data source, and evaluation criteria.\">\u003C/p>\u003Cp>\u003Ca href=\"https://support.tapclicks.com/hc/en-us/articles/360040412613-How-to-Create-Alerts-in-TapClicks\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>It’s powerful, yes, but process-heavy.\u003C/p>\u003Cp>\u003Cstrong>In Whatagraph, \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/goals-and-alerts\">\u003Cstrong>Goals & Alerts\u003C/strong>\u003C/a>\u003Cstrong> are built to be fast, unified, and intuitive.\u003C/strong> You can:\u003C/p>\u003Cul>\u003Cli>Build an internal monitoring dashboard with all your clients, campaigns, channels, and KPIs in one place\u003C/li>\u003Cli>Set goals (target, limits, or ranges) for KPIs that matter most to you and your clients\u003C/li>\u003Cli>Get daily or weekly alerts of whether these goals are on or off track via email, Slack, or within Whatagraph\u003Cbr> \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Goals_and_Alerts_09c4eddd04.png\" alt=\"Goals and Alerts - A dashboard with tables and settings for goals and alerts.\">And early testers are \u003Ci>already\u003C/i> feeling the difference. Nico Tracewell, Media Planner at \u003Ca href=\"https://swashlabs.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Swash Labs\u003C/a> shared with us:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph’s Goals & Alerts feature is exactly what we've been hoping for. It’s going to help us so much with staying on top of our campaigns and making sure we’re delivering great results for our clients.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>TapClicks reports are powerful but time-consuming to build, customize, and automate—especially if you want true interactivity or AI insights.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #5: TapClicks Security\u003C/h2>\u003Cp>When you’re dealing with sensitive marketing data—client spend, performance metrics, platform credentials—security is table-stakes. \u003C/p>\u003Cp>\u003Ca href=\"https://www.tapclicks.com/tapclicks-security-commitment\" target=\"_blank\" rel=\"noopener noreferrer\">According to their documentation\u003C/a>, you’re in good hands.\u003C/p>\u003Ch3>How do they approach data encryption?\u003C/h3>\u003Cp>TapClicks uses HTTPS/TLS 1.2+ to protect data in transit. Devices and sessions are locked after inactivity, and all access is restricted by role, minimizing exposure.\u003C/p>\u003Ch3>Are they covering GDPR basics?\u003C/h3>\u003Cp>Yes. \u003C/p>\u003Cp>TapClicks references GDPR-aligned practices through its access controls, data minimization (Least Privilege), and supplier risk assessments. Employees also go through NDA agreements and structured onboarding/offboarding to protect sensitive information.\u003C/p>\u003Ch3>Can you control who sees what (role-based access)?\u003C/h3>\u003Cp>Absolutely. TapClicks uses role-based access control (RBAC) principles like Need-to-Know and Least Privilege. Admins can assign data profiles, dashboards, and reports to individual users and client accounts.\u003C/p>\u003Cp>If you want to take client data security a step further, Whatagraph gives you the option to secure your reports with a password, so you know that only the people who need to see the report will have access to it.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_single_sign_on_636a43c14d.png\" alt=\"Whatagraph report sharing security - Interface to send report link with options and copy link.\">\u003C/p>\u003Ch3>What about single sign-on (SSO)?\u003C/h3>\u003Cp>Yes, TapClicks supports Single Sign-On (SSO) along with Multi-Factor Authentication (MFA) and hardware token options to secure account access.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Your data is safe. TapClicks offers strong enterprise-grade security—TLS encryption, role-based access, GDPR alignment, SSO, and MFA are all covered. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #6: TapClicks Customer Support\u003C/h2>\u003Cp>If you hit a snag with TapClicks—something breaks, a feature confuses you, or data integration just looks wrong—what’s their support \u003Ci>really\u003C/i> like?\u003C/p>\u003Ch3>Is there a dedicated Customer Success Manager (CSM)?\u003C/h3>\u003Cp>Yes—but it depends on your plan. TapClicks does offer a dedicated CSM for enterprise-level customers or those on higher-tier plans. This includes regular check-ins, onboarding help, and account-specific support. However, small businesses and lower-tier users report less access to personalized guidance.\u003C/p>\u003Cp>\u003Cstrong>At Whatagraph, every plan comes with a dedicated Customer Success Manager—no exceptions, no fine print.\u003C/strong>\u003C/p>\u003Cp>Our customer service is why users like \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">Patrick Cronin\u003C/a> LOVE us:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>…they not only take continuous feedback and add new features based on it but one time they went way above and beyond for our agency and completely re-worked their API so we could get some specific valuable data in our reports. Don't think I've ever seen a software willing to go so above and beyond…\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Is there quick live chat?\u003C/h3>\u003Cp>No. \u003C/p>\u003Cp>TapClicks doesn’t currently offer a responsive live chat option on its main platform interface. Most support interactions happen via email or through their ticketing system. This can lead to delays during urgent issues, especially when clients are navigating a time-sensitive report or dashboard issue.\u003C/p>\u003Cp>\u003Cstrong>In contrast, at Whatagraph, we offer 18/5 live chat (with human support) that replies within 4 minutes and resolves most issues within 4 hours.\u003C/strong>\u003C/p>\u003Ch3>What are the main ways to get help?\u003C/h3>\u003Cul>\u003Cli>\u003Ca href=\"https://support.tapclicks.com/hc/en-us\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>TapClicks Knowledge Base\u003C/strong>\u003C/a>: Most SaaS companies, TapClicks included, maintain an online repository of help articles, how-to guides, troubleshooting steps, and frequently asked questions.\u003C/li>\u003Cli>\u003Ca href=\"https://learn.tapclicks.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>TapClicks Academy\u003C/strong>\u003C/a>: They offer structured ways for your team to learn how to use the platform better. (It's good to check if these trainings cover what your team needs and if there are any extra costs involved.)\u003C/li>\u003Cli>\u003Cstrong>Ticket system\u003C/strong>: This is your main route to officially report an issue or ask a technical question directly to their support team from within your workspace.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_technical_support_page_a06e3ca639.png\" alt=\"TapClicks technical support page - A support pop-up window with button options.\n\">\u003C/p>\u003Ch3>What are real users saying about their experience?\u003C/h3>\u003Cp>Based on Tapclicks reviews compliants online, it’s pretty clear that experiences with TapClicks support can be a real mixed bag—a tale of two very different outcomes.\u003C/p>\u003Cp>\u003Ca href=\"https://www.capterra.in/reviews/145227/tapclicks?overall_rating_ge=1&sort=most_recent#facets\" target=\"_blank\" rel=\"noopener noreferrer\">One fairly recent review\u003C/a> didn't mince words at all, stating: “Nothing I hated every aspect of working with these folks... the service is also beyond horrible and their responsiveness is slow...”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tap_Clicks_negative_review_58e4af355f.png\" alt=\"TapClicks Negative Review - Review with 1-star rating and negative comments.\">On the flip side, other users report positive interactions. \u003C/p>\u003Cp>For instance, \u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-9545025\" target=\"_blank\" rel=\"noopener noreferrer\">one user\u003C/a> found TapClicks became a valuable tool \"once completing the one on one training,\" and crucially adds, \"Whenever I run into an issue I cannot troubleshoot myself, support will promptly assist in resolving the issue.\"\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/tapclicks/reviews/tapclicks-review-6927705\" target=\"_blank\" rel=\"noopener noreferrer\">Another user\u003C/a> offers a more specific timeframe, noting: \"Customer support gets back to you within a day or two.\" \u003C/p>\u003Cp>For some, this might be a reasonable turnaround, especially for non-critical issues.\u003C/p>\u003Cp>\u003Cstrong>At Whatagraph, exceptional customer support is a pillar of who we are. \u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>It’s why \u003C/strong>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10926049\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>verified users\u003C/strong>\u003C/a>\u003Cstrong> leave us blush-worthy testimonials\u003C/strong>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Apart from all the valuable things Whatagraph has in itself, throughout the years we've chatted with their 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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>TapClicks offers decent support—if you’re on a high-tier plan. Lower-tier users often face delays, no live chat, and impersonal ticketing systems.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use TapClicks and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose TapClicks if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You’re a large enterprise or agency with a dedicated operations team.\u003C/li>\u003Cli>Your reporting needs are highly customized, and you’re willing to invest serious time into setup and maintenance.\u003C/li>\u003Cli>You’re managing a high volume of client accounts and need advanced permissions, TapOrders, or layered business units.\u003C/li>\u003Cli>You can budget for premium add-ons like TapInsights or TapAnalytics to unlock AI features and deeper data modeling.\u003Cbr> \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Consider switching to Whatagraph if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You want faster, easier reporting that doesn’t require 100+ clicks just to get client-ready.\u003C/li>\u003Cli>You value flexible data blending, clean visualizations, and quick filtering—without connector limits or platform workarounds.\u003C/li>\u003Cli>You want support that doesn’t hide behind forms—live chat replies in under 4 minutes, plus a dedicated CSM on every plan.\u003C/li>\u003Cli>You need to scale reporting across multiple clients, teams, or brands—without building each dashboard from scratch every time.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>TapClicks gives you control. Whatagraph gives you control, ease of use, \u003C/strong>\u003Ci>\u003Cstrong>and\u003C/strong>\u003C/i>\u003Cstrong> speed.\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a call with us\u003C/a> to experience a reporting tool that works with you—not against you. \u003C/p>",{"id":1244,"description":31,"items":1245},374,[1246,1250,1254],{"id":1247,"question":1248,"answer":1249},1462,"What is TapClicks?","\u003Cp>\u003Cspan style=\"color:#000000;\">TapClicks is a marketing operations platform that combines reporting, data aggregation, project management, and performance analytics into a single solution, primarily used by agencies and media companies to manage and visualize marketing data.\u003C/span>\u003C/p>",{"id":1251,"question":1252,"answer":1253},1463,"How much does TapClicks cost?","\u003Cp>\u003Cspan style=\"color:#000000;\">Based on user reports and analyst data, plans typically start around $500/month and can exceed $1,399/month depending on the tier (e.g., TapAnalytics vs. TapInsights) and number of connectors or users.\u003C/span>\u003C/p>\u003Cp>\u003Cbr> \u003C/p>",{"id":1255,"question":1256,"answer":1257},1464,"Who is the CEO of TapClicks?\n","\u003Cp>\u003Cspan style=\"color:#000000;\">As of 2025, Babak Hedayati is the CEO of TapClicks.\u003C/span>\u003C/p>",{"id":1259,"metaTitle":544,"metaDescription":1260,"addNoIndex":15,"canonicalURL":31,"metaImage":1261},1941,"Read unfiltered TapClicks review: pricing, real user pain points, setup issues, and when to switch to Whatagraph. \n",{"id":1199,"name":1200,"alternativeText":1201,"caption":31,"width":636,"height":637,"formats":1262,"hash":1207,"ext":292,"mime":293,"size":1208,"url":1209,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1210,"updatedAt":1211},{"thumbnail":1263},{"ext":292,"url":1204,"hash":1205,"mime":293,"name":1206,"path":31,"size":985,"width":439,"height":440},{"id":17,"name":785,"slug":786,"title":787,"read_time":62,"createdAt":788,"updatedAt":789,"publishedAt":790,"image":1265,"author":1280,"content":1300,"faq":1310,"seo":1334},{"id":1266,"name":1267,"alternativeText":1268,"caption":31,"width":636,"height":637,"formats":1269,"hash":1275,"ext":292,"mime":293,"size":1276,"url":1277,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1278,"updatedAt":1279},14863,"Cyfe_hero.png","Cyfe Hero - Graphic of icons including target, arrow, graph and number seven",{"thumbnail":1270},{"ext":292,"url":1271,"hash":1272,"mime":293,"name":1273,"path":31,"size":1274,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Cyfe_hero_e891bd50d4.png","thumbnail_Cyfe_hero_e891bd50d4","thumbnail_Cyfe_hero.png",19.86,"Cyfe_hero_e891bd50d4",111.2,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cyfe_hero_e891bd50d4.png","2025-06-02T12:34:25.193Z","2025-06-02T12:34:27.748Z",{"id":650,"name":651,"about":652,"email":31,"createdAt":653,"updatedAt":654,"publishedAt":655,"slug":656,"linkedin_url":657,"avatar":1281,"articles":1284,"seo":1294,"tool_reviews":1295},{"id":659,"name":660,"alternativeText":661,"caption":31,"width":662,"height":662,"formats":1282,"hash":670,"ext":665,"mime":465,"size":671,"url":672,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":673,"updatedAt":674},{"thumbnail":1283},{"ext":665,"url":666,"hash":667,"mime":465,"name":668,"path":31,"size":669,"width":440,"height":440},[1285,1286,1287,1288,1289,1290,1291,1292,1293],{"id":677,"title":678,"slug":679,"summary":680,"body":681,"read_time":50,"createdAt":682,"updatedAt":683,"publishedAt":684,"errors":31,"table_of_contents":32,"dateReorder":685},{"id":687,"title":688,"slug":689,"summary":690,"body":691,"read_time":270,"createdAt":692,"updatedAt":693,"publishedAt":694,"errors":31,"table_of_contents":32,"dateReorder":695},{"id":697,"title":698,"slug":699,"summary":700,"body":701,"read_time":270,"createdAt":702,"updatedAt":703,"publishedAt":704,"errors":31,"table_of_contents":32,"dateReorder":705},{"id":707,"title":708,"slug":709,"summary":710,"body":711,"read_time":270,"createdAt":712,"updatedAt":713,"publishedAt":714,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":716,"title":717,"slug":718,"summary":719,"body":720,"read_time":42,"createdAt":721,"updatedAt":722,"publishedAt":723,"errors":31,"table_of_contents":32,"dateReorder":724},{"id":726,"title":727,"slug":728,"summary":729,"body":730,"read_time":21,"createdAt":731,"updatedAt":732,"publishedAt":733,"errors":31,"table_of_contents":32,"dateReorder":734},{"id":736,"title":737,"slug":738,"summary":739,"body":740,"read_time":270,"createdAt":741,"updatedAt":742,"publishedAt":743,"errors":512,"table_of_contents":32,"dateReorder":744},{"id":746,"title":747,"slug":748,"summary":749,"body":750,"read_time":270,"createdAt":751,"updatedAt":752,"publishedAt":753,"errors":31,"table_of_contents":32,"dateReorder":754},{"id":756,"title":757,"slug":758,"summary":759,"body":760,"read_time":270,"createdAt":761,"updatedAt":762,"publishedAt":763,"errors":31,"table_of_contents":32,"dateReorder":754},{"id":736,"metaTitle":765,"metaDescription":766,"addNoIndex":15,"canonicalURL":31},[1296,1297,1298,1299],{"id":34,"name":626,"slug":627,"title":628,"read_time":21,"createdAt":629,"updatedAt":630,"publishedAt":631},{"id":770,"name":771,"slug":772,"title":773,"read_time":21,"createdAt":774,"updatedAt":775,"publishedAt":776},{"id":42,"name":778,"slug":779,"title":780,"read_time":62,"createdAt":781,"updatedAt":782,"publishedAt":783},{"id":17,"name":785,"slug":786,"title":787,"read_time":62,"createdAt":788,"updatedAt":789,"publishedAt":790},[1301,1307],{"id":17,"__component":585,"target":1302,"features":1303,"pros":1304,"cons":1305,"description":1306},"Smaller teams or solo marketers who want a no-frills dashboard to monitor a few platforms, and don’t need advanced features, deep integrations, or customer support on standby.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Cyfe\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>25 native integrations (plus Zapier or API integrations)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>Mostly stable, but no visibility into refresh rate\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Simple UI but setup is time-consuming\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>Basic “Mashup” widget only, doesn’t support advanced data blending\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>Available\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\"> Very limited (no custom formulas or metrics)\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Email, file exports, links, and TV display\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">AWS-hosted, SSO available on Agency plan, unclear GDPR stance\u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Affordable starting price\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Good for basic marketing dashboards\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Custom widget setup (if you don’t mind manual work)\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Supports dashboard sharing via email, PDF, links, and TV mode\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Limited native integrations (only 25)\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">No AI insights or automated summaries\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Product development has slowed down — no recent updates\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Poor customer support, email-only and often unresponsive\u003C/span>\u003C/li>\u003C/ul>","Cyfe is a budget-friendly dashboard tool that lets you track marketing KPIs in one place. It’s simple to use for solo marketers or small teams, but limited when it comes to integrations, customization, and advanced data blending.",{"id":1308,"__component":593,"content":1309},87,"\u003Ch2>Cyfe Pricing\u003C/h2>\u003Cp>Let’s start with an important discussion: Cyfe’s pricing. The pricing plans are entirely based on the number of dashboards and users you need.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_pricing_fdd1dea199.png\" alt=\"Cyfe Pricing - Pricing table with four plans: Starter, Standard, Pro, and Premier.\">Want a better look at the pricing plans? We’ve made a detailed breakdown of Cyfe’s five different pricing plans 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 (Monthly)\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;\">\u003Cstrong>Starter\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$29/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>2 dashboards and 1 user\u003C/li>\u003Cli>20+ integrations\u003C/li>\u003Cli>Ready-made templates\u003C/li>\u003Cli>Link sharing & TV mode\u003C/li>\u003Cli>Unlimited history\u003C/li>\u003Cli>Custom logo\u003C/li>\u003Cli>Embedded analytics\u003C/li>\u003Cli>Custom SSL domain\u003C/li>\u003Cli>Unlimited data exports\u003C/li>\u003Cli>Email support\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Standard\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$39/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>5 dashboards and 2 users\u003C/li>\u003Cli>Everything in Starter \u003C/li>\u003C/ul>\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;\">$65/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>10 dashboards and 5 users\u003C/li>\u003Cli>Everything in Starter \u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Premier\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$119/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>20 dashboards and unlimited users\u003C/li>\u003Cli>Everything in Starter\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Agency\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">$190+/month\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cul>\u003Cli>100 dashboards, 15 users, and 10 clients\u003C/li>\u003Cli>Everything in Starter\u003C/li>\u003Cli>White-labeling\u003C/li>\u003Cli>Branded widgets\u003C/li>\u003Cli>Custom CSS\u003C/li>\u003Cli>Client management\u003C/li>\u003C/ul>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>\u003Cstrong>Heads-up:\u003C/strong> Notice how the Agency plan only includes 10 clients? If you need more, you need to pay $19/month extra for each new client, which can quickly drive up the cost.\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About Cyfe?\u003C/h2>\u003Cp>Along with doing our own research, we wanted to dig into genuine Cyfe feedback—to see what customers like about the platform (and where it falls short). \u003C/p>\u003Cp>So, we collected Cyfe reviews from platforms such as TrustRadius, G2, and Capterra, and compiled them below.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall G2 Cyfe Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">4.3 out of 5.0 stars (60+ reviews)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Capterra Cyfe Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">4.6 out of 5.0 stars (70+ reviews)\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Cyfe pros: What real users love\u003C/h3>\u003Cp>\u003Cstrong>✅ Visibility into key marketing metrics\u003C/strong>\u003C/p>\u003Cp>This is Cyfe's main use case. Users can create business dashboards to track metrics from marketing platforms like Google Ads, Facebook, and Mailchimp.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/cyfe/reviews/cyfe-review-7158923\" target=\"_blank\" rel=\"noopener noreferrer\">Ramkumar N. on G2\u003C/a> appreciated this and said, “It allows us to look into our sales in real time and offers visibility of our marketing campaigns.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_comment_4_d5828f5db0.png\" alt=\"Cyfe Comment - A user review about Cyfe's customizable reporting features.\n\">\u003Cstrong>✅ Widgets for displaying data\u003C/strong>\u003C/p>\u003Cp>Cyfe doesn’t have pre-made widgets available, but you can configure your own widgets, and users liked having the full control.which users liked.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.g2.com/products/cyfe/reviews/cyfe-review-6795419\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_comment_5_9f151f5944.png\" alt=\"Cyfe Comment - Text block with a question and user feedback.\">\u003Cstrong>✅ Ready-made templates\u003C/strong>\u003C/p>\u003Cp>While the number of templates is limited, users appreciated the few options available.\u003C/p>\u003Cp>Instead of having to start from scratch, the templates give you a good head start.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/cyfe/reviews/cyfe-review-5447642\" target=\"_blank\" rel=\"noopener noreferrer\">Sawyer M\u003C/a>. said, “Cyfe had some solid reports that were easy to build and allowed you to have a broad understanding of all the activity across several channels.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_comment_6_9a7cd6dfd2.png\" alt=\"Cyfe Comment - Text discussing the ease of creating Cyfe reports.\">\u003Cstrong>✅ Cost-effective dashboard software\u003C/strong>\u003C/p>\u003Cp>It’s very apparent—Cyfe is affordable to get started with. The Starter plan starts at just $29/month and works for those doing reporting across a few platforms.\u003C/p>\u003Ch3>Cyfe cons: What real users find limiting\u003C/h3>\u003Cp>\u003Cstrong>❌  Development has slowed down\u003C/strong>\u003C/p>\u003Cp>This was one of the main Cyfe complaints. According to reviews (and our observations), the development of Cyfe has completely slowed/shut down.\u003C/p>\u003Cp>For example, there are no recently added integrations, templates, or features.\u003C/p>\u003Cp>And even worse, users say Cyfe’s team has started removing features. One \u003Ca href=\"https://www.g2.com/products/cyfe/reviews/cyfe-review-8525639\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> specifically said:\u003C/p>\u003Cp>\u003Ci>“They keep deprecating widgets, ie, X and Recurly, to name just two. Meanwhile, no new integrations appear. They admit this product is low on their priorities.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_comment_1_2dc29f9e6b.png\" alt=\"Cyfe Comment - Review shows star ratings and user's opinion of the product.\">\u003C/p>\u003Cp>\u003Cstrong>❌ Limited reporting features\u003C/strong>\u003C/p>\u003Cp>It’s fair to say Cyfe’s reporting features are very limited. \u003C/p>\u003Cp>To name a few limitations, there are no ready-made widgets, only three dashboard templates, and white-labeling for most users is limited to changing the color theme and adding your logo.\u003C/p>\u003Cp>One \u003Ca href=\"https://www.g2.com/products/cyfe/reviews/cyfe-review-6795419\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> stated the same and said simply, \u003Ci>“Cyfe is a very simple tool, so it may be limited in some aspects.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_comment_7_cacca10e1c.png\" alt=\"\">\u003C/p>\u003Cp>\u003Cstrong>❌ Lack of advanced data transformation\u003C/strong>\u003C/p>\u003Cp>This is a big one. \u003C/p>\u003Cp>Cyfe doesn’t have the tools to blend cross-channel data, create custom tiers and totals, or unify data at scale—a drawback especially for agencies with diverse client needs. \u003C/p>\u003Cp>One \u003Ca href=\"https://www.trustradius.com/reviews/cyfe-by-traject-2022-03-02-08-41-02\" target=\"_blank\" rel=\"noopener noreferrer\">user pointed out\u003C/a> this issue and said simply:\u003C/p>\u003Cp>\u003Ci>“It would be nice to show multiple metrics within one widget.”\u003C/i>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_comment_2_dc18a8b47d.png\" alt=\"Cyfe Comment - A pros and cons list with a red box around a negative comment.\">\u003C/p>\u003Cp>\u003Cstrong>❌ Poor customer support\u003C/strong>\u003C/p>\u003Cp>This was another con apparent from user reviews—Cyfe’s customer support is limited.\u003C/p>\u003Cp>The only way to contact support (even on the most expensive plan) is via email, and users like \u003Ca href=\"https://www.g2.com/products/cyfe/reviews/cyfe-review-8212492\" target=\"_blank\" rel=\"noopener noreferrer\">Jason J.\u003C/a> say, “You have to pray for an answer.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_comment_8_a03bd25f6a.png\" alt=\"\">\u003C/p>\u003Cp>Plus, Cyfe’s team doesn’t update the help center (or the product), which indicates that no one is working to improve this situation.\u003C/p>\u003Ch2>Feature Deep Dive #1: Cyfe Ease of Use\u003C/h2>\u003Cp>Let’s continue with an important discussion, Cyfe’s ease of use. \u003C/p>\u003Cp>More specifically, are there ready-made templates and widgets, and is it easy to edit dozens of reports quickly?\u003C/p>\u003Cp>This is what we found out:\u003C/p>\u003Ch3>Are there ready-made templates and widgets?\u003C/h3>\u003Cp>Ready-made templates exist, but unfortunately, they didn’t live up to expectations.\u003C/p>\u003Cp>Cyfe shows on its website that eight different templates are available for Facebook Ads, Google Ads, YouTube, web analytics, and so on.\u003C/p>\u003Cp>Yet, after we signed up, we found there were only 3 templates:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_choose_a_dashboard_2bfaba075a.png\" alt=\"Cyfe Choose a Dashboard - Four dashboard options: Blank, Google Ads, Facebook Ads, and Youtube.\">But what about ready-to-use widgets—can they make things better for Cyfe?\u003C/p>\u003Cp>Unfortunately, Cyfe doesn’t offer any ready-to-use widgets.\u003C/p>\u003Cp>With each new widget you add, you need to pre-configure it yourself.\u003C/p>\u003Cp>This means, each time you create a widget, you need to:\u003C/p>\u003Col>\u003Cli>Select your data source and click on “Configure Widget”\u003C/li>\u003Cli>Name the widget, choose the right account, pick the page, and finally select a specific metric—like Profile Views\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_configure_a_widget_3e325ceac2.png\" alt=\"Cyfe Configure A Widget - A configuration window for an Instagram widget.\">This is really time consuming—especially if you’re creating 10+ widgets across 50+ dashboards.\u003C/p>\u003Cp>And this is the reality for most users, since Cyfe has only three dashboard templates.\u003C/p>\u003Cp>We truly believe there is a better way.\u003C/p>\u003Cp>For example, with Whatagraph, you can simply drag and drop new widgets into your dashboards.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_adding_widget_9323be4105.gif\" alt=\"Whatagraph Adding Widget - Software interface with reports and widget options.\">You don’t need to switch between multiple pages, you can simply choose from the pre-made widgets or create your custom metrics.\u003C/p>\u003Cp>Plus, Whatagraph offers \u003Ca href=\"https://whatagraph.com/templates\">40+ ready-to-use dashboard and report templates\u003C/a> that spread across multiple categories, like:\u003C/p>\u003Cul>\u003Cli>Analytics\u003C/li>\u003Cli>Paid advertising\u003C/li>\u003Cli>Social media\u003C/li>\u003Cli>Search\u003C/li>\u003Cli>Email\u003C/li>\u003Cli>Video\u003C/li>\u003Cli>Call tracking\u003C/li>\u003C/ul>\u003Cp>No matter your reporting needs, you can be sure to find a helpful Whatagraph template.\u003C/p>\u003Ch3>How easy and fast is it to edit dozens of reports?\u003C/h3>\u003Cp>If you’re working with dozens of reports, you’d probably appreciate the ability to edit them in one go, instead of one by one.\u003C/p>\u003Cp>This isn't possible on Cyfe, although you can duplicate individual dashboards to create new reports. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_duplicate_dashboard_48bf5860f5.png\" alt=\"Cyfe Duplicate Dashboard - Screenshot of the Cyfe dashboard with \">Duplication helps, but it’s far from what most teams need.\u003C/p>\u003Cp>Whatagraph, for example, offers \u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">linked templates\u003C/a>. Once you’ve built a report with the layout and style you like, you can save it as a “Master template” and reuse it across different client dashboards. \u003C/p>\u003Cp>If you ever need to make updates, you can edit the Master template, and the changes will automatically apply to every linked report.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/linked_reports_d7571b90eb.gif\" alt=\"Linked Reports - Web dashboard with charts and folder icons, text fields and menu items.\">\u003C/p>\u003Ch2>Feature Deep Dive #2: Cyfe Integrations\u003C/h2>\u003Cp>Cyfe says the platform has “over 100 integrations,” but we quickly found that only 25 integrations are natively available, which was a bit of a bummer.\u003C/p>\u003Cp>You can find native integrations with data sources like Facebook Ads, Google Ads, Bing Ads, HubSpot, MailChimp, and Zendesk.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_add_widget_tab_600fdf94a4.png\" alt=\"Cyfe Add Widget Tab - The \">\u003C/p>\u003Cp>If you only import data from the most general platforms (e.g., Facebook and Google Analytics), Cyfe’s integrations may be enough.\u003C/p>\u003Cp>However, if you need integrations with:\u003C/p>\u003Cul>\u003Cli>SEO platforms, like \u003Cstrong>Ahrefs, Semrush, and SE Ranking\u003C/strong>\u003C/li>\u003Cli>Ecommerce platforms, like \u003Cstrong>Shopify, BigCommerce, and Magento\u003C/strong>\u003C/li>\u003Cli>Email marketing platforms\u003Cstrong>, like Klaviyo, ActiveCampaign, and Constant Contact\u003C/strong>\u003C/li>\u003Cli>Paid ad platforms\u003Cstrong>, like Reddit Ads, Spotify Ads, Snapchat Ads, and LinkedIn\u003C/strong>\u003C/li>\u003Cli>CRM platforms, like \u003Cstrong>Salesforce\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>Then, the integrations aren’t simply enough.\u003C/p>\u003Cp>It’s possible to do integrations manually through API, SQL database connections, and CSV files, but this is highly time-consuming.\u003C/p>\u003Cp>In contrast, Whatagraph offers \u003Ca href=\"https://whatagraph.com/integrations\">55+ native integrations\u003C/a> with different analytics, PPC, social media, SEO, ecommerce, and email marketing platforms. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_integrations_296e8025b2.png\" alt=\"Whatagraph Integrations - A grid of logos for SEO and analytics tools.\">Access to Whatagraph’s wide range of integrations means:\u003C/p>\u003Cp>✅ You spend less time manually pulling data from different platforms\u003C/p>\u003Cp>✅ There are fewer chances of human error, like missing records, duplicates, or data inconsistencies\u003C/p>\u003Cp>✅ You can scale your reporting with no increase in workload\u003C/p>\u003Cp>Plus, we offer a dedicated page for managing your integrations—a feature Cyfe lacks.\u003C/p>\u003Cp>From Whatagraph’s Data sources page, you can:\u003C/p>\u003Cul>\u003Cli>Connect new data sources easily and use them across all dashboards\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_connect_data_source_274f44029d.gif\" alt=\"Whatagraph Connect Data Source - Data source platform interface with connected accounts list.\">\u003C/p>\u003Cul>\u003Cli>Filter connections by channel or the team member who added them\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_filter_data_sources_0a963440fc.png\" alt=\"Whatagraph Filter Data Sources - Data sources filter dropdown with channel, folders, and status options.\">\u003C/figure>\u003Cul>\u003Cli>Add custom tags (e.g., region, brand, Account Manager)\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_custom_tags_on_data_sources_2fe0b414b6.png\" alt=\"Whatagraph Custom Tags On Data Sources - Interface with table, tag selection dropdown.\">\u003C/figure>\u003Cul>\u003Cli>Group sources into folders like “Q3 campaigns” or “Client C”\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_assign_data_sources_to_folders_5f57dd6cd4.png\" alt=\"Whatagraph assign data sources to folders - Selection options to assign data sources to folders.\">\u003C/figure>\u003Cp>These are all features that aren't available on Cyfe. \u003C/p>\u003Ch3>Are Cyfe's integrations reliable?\u003C/h3>\u003Cp>Cyfe’s integrations are considered reliable. We found no reviews complaining about this, nor did we encounter any issues ourselves.\u003C/p>\u003Cp>However, one concern is that Cyfe doesn’t share its data refresh rates. \u003C/p>\u003Cp>This means it's unclear how long it takes for data to update in your dashboards, which can lead to data inconsistencies.\u003C/p>\u003Cp>At Whatagraph, we offer a consistent 30-minute data refresh across all reports, sources, or data blends.\u003C/p>\u003Cp>This means the data on your reports is always up-to-date every 30 minutes, without having to manually trigger a data refresh. \u003C/p>\u003Cp>And this means, if you gave your client access to a live report, they'll be able to see up-to-date data every 30 minutes, giving them peace of mind that the campaigns are going well.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Cyfe offers 25 integrations with general marketing platforms and supports API, SQL, and CSV connections, but lacks transparency on data refresh rates.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #3: Data Blending, Custom Metrics, and Filtering on Cyfe\u003C/h2>\u003Cp>Custom metrics and data blending are where Cyfe starts to really show its limitations—let’s break it down.\u003C/p>\u003Ch3>Can you blend data from different sources in Cyfe?\u003C/h3>\u003Cp>There is a “Mashup” widget for blending data from different sources, although it’s limited.\u003C/p>\u003Cp>Cyfe only showcases three use cases for the Mashup widget \u003Ca href=\"https://help.cyfe.com/cyfe/s/article/Mashup\" target=\"_blank\" rel=\"noopener noreferrer\">on this page\u003C/a>, which are:\u003C/p>\u003Cul>\u003Cli>To combine ad costs across multiple platforms\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cyfe_combine_ad_costs_across_channels_6d21709edf.jpeg\" alt=\"Cyfe combine ad costs across channels - Configuration options and visualization for costs, displayed as a line chart.\">\u003C/p>\u003Cul>\u003Cli>To calculate the cost per impression\u003C/li>\u003Cli>To track/compare keyword rankings\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cyfe_track_keyword_rankings_e6b92ed545.jpeg\" alt=\"Cyfe Track Keyword Rankings - Trend chart showing search engine rankings for mold making keywords.\">\u003C/figure>\u003Cp>If you need to unify data at scale, blend cross-channel data, or create custom tiers and totals, Cyfe runs out of capabilities.\u003C/p>\u003Ch3>Can you create custom metrics for formulas?\u003C/h3>\u003Cp>No, Cyfe doesn’t let you create calculated fields or apply custom formulas. You’re stuck with whatever default metrics Cyfe has for each data source.\u003C/p>\u003Cp>It is possible to group widgets next to each other to highlight relationships between them. But that’s pretty much it.\u003C/p>\u003Cp>Whatagraph, comparatively, has an entire dedicated page for data organization, called “\u003Ca href=\"https://whatagraph.com/organize\">Organize\u003C/a>.” From this page, you can:\u003C/p>\u003Cul>\u003Cli>Create custom formulas using a very simple set up\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_create_custom_formula_0128e13889.gif\" alt=\"Whatagraph Create Custom Formula - Dialog box showing the Whatagraph custom formula interface.\">\u003C/p>\u003Cul>\u003Cli>Blend data from different channels to get a more holistic view of performance\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>Create custom metrics and dimensions to standardize data\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_custom_dimensions_e9fae3b43e.png\" alt=\"Whatagraph Custom Dimensions - Comparison of Facebook and Google Ads dashboards, showing device data.\">\u003C/p>\u003Cp>You can create all of these custom metrics and blends natively inside your report. There's no need to switch back and forth between two (or more) pages.\u003C/p>\u003Cp>What's even better? You don't even need to create custom formulas or data blends anymore. You can simply combine sources from the same categories into one “Source Group” and report on their aggregated metrics. \u003C/p>\u003Cp>For example, say you have paid-per-click campaigns on\u003Cstrong> Facebook Ads, Google Ads, and LinkedIn Ads\u003C/strong> and you want to see the total ad spend on these three channels. \u003C/p>\u003Cp>You can simply combine the ad spend from them into one “Source Group” in seconds. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/blended_source_group_3bb36ff665.png\" alt=\"\">Then, you can show the total ad spend from all three channels in one aggregated widget like so:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Total_ad_spend_8ef3e1ef80.png\" alt=\"Total Ad Spend - A box showing total ad spend of €146,582.43, down -24.24%.\">This saves you so much time and hassle of manually creating data blends, and you can show a more holistic view of performance to your clients.\u003C/p>\u003Cp>In fact, this holistic reporting is what Tanja Keglić, Performance Marketing Manager at Achtzehn Grad agency, loves about us. She raved in \u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">this case study\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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.  \u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Cyfe’s Mashup widget allows basic data blending, but falls short for those wanting to create calculated fields or apply custom formulas.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #4: Cyfe Reports and Dashboards\u003C/h2>\u003Cp>This is an important one: how customizable are Cyfe’s dashboards and reports? Let’s discuss this area in detail.\u003C/p>\u003Ch3>How customizable are the dashboards?\u003C/h3>\u003Cp>Cyfe’s dashboard editor gives users a few customization options.  You can:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Change the dashboard title: \u003C/strong>You can choose a title for your dashboards.\u003Cbr> \u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_edit_dashboard_tab_63f7b3615a.png\" alt=\"Cyfe Edit Dashboard Tab - Edit dashboard form with title field and save/cancel buttons.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Add new widgets: \u003C/strong>The widgets include Cyfe’s 25 integrations, text and image fields, Mashup for combining multiple widgets, and API widgets.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_add_widget_tab_600fdf94a4.png\" alt=\"Cyfe Add Widget Tab - The \">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Configure widgets:\u003C/strong> For each widget, you can choose a title, ad account, campaign, action type, and metric.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_configure_a_widget_3e325ceac2.png\" alt=\"Cyfe Configure A Widget - A configuration window for an Instagram widget.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Choose data source metrics:\u003C/strong> Depending on your data source, each widget has a number of metrics you can choose from. For example, these are the options for Facebook Ads:\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_data_source_metrics_458f2618e2.png\" alt=\"Cyfe Data Source Metrics - List of metrics available in a dark interface.\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Modify the dashboard layout:\u003C/strong> After adding new widgets, you can move them around, resize them, and duplicate them.\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_modifying_dashboard_0c25b59ca5.gif\" alt=\"Cyfe Modifying Dashboard - Dashboard view with widgets titled Time, Text, Facebook Ads, and Mashup\">\u003C/figure>\u003Cul>\u003Cli>\u003Cstrong>Change background:\u003C/strong> Choose from 10 background themes or upload your own background.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_background_color_70d0ba202e.png\" alt=\"Here's the alt text for the image:\n\nCyfe Background Color - A change background modal with background options.\">And that’s pretty much it.\u003C/p>\u003Cp>Cyfe is a basic data visualization tool, which is evident in its simplistic customization options.\u003C/p>\u003Cp>There isn’t much you can do, which works for some users and doesn’t for others.\u003C/p>\u003Cp>For those who need more, Whatagraph is a better choice. For example, you can:\u003C/p>\u003Cul>\u003Cli>Rename individual metrics\u003C/li>\u003Cli>Change or remove icons\u003C/li>\u003Cli>Apply custom formulas (e.g., blend metrics from multiple sources)\u003C/li>\u003Cli>Adjust date ranges and currencies\u003C/li>\u003Cli>Add or hide footers\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/customizable_widgets_7110ead836.png\" alt=\"Customizable widgets - Whatagraph\">\u003C/figure>\u003Cp>You can also choose any icons you want from our icon library to make your widgets “pop” more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Icon_library_bf94906d67.png\" alt=\"Icon Library - Icon selection panel with category list and search bar.\">\u003C/p>\u003Cp>Plus, you can also change the color scheme of the widgets however you want:\u003C/p>\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.\">Satisfied with how your widgets look? Save them as templates so you can reuse the same style the next time:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/save_widgets_as_templates_d4d21e41c0.png\" alt=\"how to save widgets as templates - Whatagraph\">\u003C/p>\u003Cp>These widgets are fully responsive, and you can resize them both horizontally and vertically.\u003C/p>\u003Cp><div style=\"position: relative; padding-bottom: 54.60060667340748%; height: 0;\"><iframe src=\"https://www.loom.com/embed/913d97e1f38c4b39a54b5d9262f8a618?sid=0681dbe9-c036-4975-8d92-cedd609eadd0\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Ch3>Is white-labeling available?\u003C/h3>\u003Cp>As we shortly mentioned, Cyfe gives the option to change the background theme and add your own logo.\u003C/p>\u003Cp>You can also:\u003C/p>\u003Cul>\u003Cli>Add a custom domain\u003C/li>\u003Cli>Customize outgoing email messages\u003C/li>\u003Cli>Customize the CSS\u003C/li>\u003C/ul>\u003Cp>All of these changes can be done from the “Settings” page:\u003C/p>\u003Cp>These white-labeling options may be enough for small businesses, but are very limited for marketing agencies that need full white-labeling.\u003C/p>\u003Cp>For example, Whatagraph allows all users to:\u003C/p>\u003Cul>\u003Cli>Add custom logos and domains\u003C/li>\u003Cli>Change the color schemes in your reports \u003C/li>\u003Cli>Pick different colors for charts and graphs\u003C/li>\u003Cli>Customize the automated emails for clients\u003C/li>\u003Cli>Send your reports on a custom email domain\u003C/li>\u003C/ul>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/whatagraph_custom_branding_92d7f470b5.gif\" alt=\"whatagraph custom branding.gif\">\u003C/figure>\u003Cp>Another disappointing thing was that we discovered bugs using Cyfe’s white-labeling features.\u003C/p>\u003Cp>After we applied a background to our dashboard, it didn’t let us change it back to any other color:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_changing_background_bug_b5f2c5ad6b.gif\" alt=\"cyfe-changing-background-bug.gif\">\u003C/p>\u003Cp>Is this a bug only some users experience, or does this affect everyone? We’re not sure, but it doesn’t help Cyfe’s already limited white-labeling features.\u003C/p>\u003Ch3>What sharing options are available?\u003C/h3>\u003Cp>Dashboard sharing is an area in which Cyfe is strong.\u003C/p>\u003Cp>You’ve got many options for sharing reports:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Via an email:\u003C/strong> Schedule an email to be sent to one or multiple email addresses.\u003C/li>\u003Cli>\u003Cstrong>Via file:\u003C/strong> Share entire dashboards or individual widgets via PNG, JPEG, PDF, or CSV formats.\u003C/li>\u003Cli>\u003Cstrong>Via link:\u003C/strong> Create a shareable link to your dashboard that can be password protected.\u003C/li>\u003Cli>\u003Cstrong>Via TV:\u003C/strong> Share your dashboard with a TV/big screen.\u003C/li>\u003C/ul>\u003Cp>Truthfully, most of these sharing options are industry standards. But the TV sharing, for example, is more of a unique option.\u003C/p>\u003Ch3>Are there AI insights available?\u003C/h3>\u003Cp>\u003Cstrong>Cyfe doesn’t offer AI insights or any other AI features.\u003C/strong> Instead, you need to manually explain campaign performance in the text fields, which can be time consuming.\u003C/p>\u003Cp>At Whatagraph, we’ve solved this issue with two innovative AI features:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>AI summaries: \u003C/strong>Our AI summaries feature automatically summarizes your data, which you can add directly to your reports.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ai_summaries_7e0b125403.gif\" alt=\"Ai Summaries - Dashboard showing campaign data and edit report panel.\">\u003C/p>\u003Col>\u003Cli>\u003Cstrong>AI chatbot:\u003C/strong> Our AI chatbot answers any questions you have about your marketing data. For example: \u003Ci>“What were the three best-performing campaigns last month?”\u003C/i>\u003C/li>\u003C/ol>\u003Cfigure class=\"image\">\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/figure>\u003Ch3>How easy is it to monitor marketing performance?\u003C/h3>\u003Cp>What if you want to track your internal team’s performance? Does Cyfe offer features for that?\u003C/p>\u003Cp>Unfortunately, Cyfe doesn’t have any features available for this.\u003C/p>\u003Cp>This means:\u003C/p>\u003Cp>❌ You need to log into multiple platforms daily to get a high-level overview\u003C/p>\u003Cp>❌ You need to manually track KPIs across spreadsheets, dashboards, and emails\u003C/p>\u003Cp>❌ You need to spend hours each week piecing together data\u003C/p>\u003Cp>Because of these pain points, we launched our \u003Ca href=\"https://whatagraph.com/blog/articles/goals-and-alerts\">Goals & Alerts feature\u003C/a> at Whatagraph.\u003C/p>\u003Cp>With it, you don’t need to sift through data by logging into native platforms.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cp>1. \u003Cstrong>Create a single\u003C/strong> \u003Ca href=\"https://whatagraph.com/overview\">Overview dashboard\u003C/a> to track KPIs across all campaigns, clients, or team members\u003C/p>\u003Cp>2. \u003Cstrong>Set goals\u003C/strong> (targets, limited, or ranges) for each KPI\u003C/p>\u003Cp>3. \u003Cstrong>Get daily or weekly alerts via email\u003C/strong>, Slack, or directly in Whatagraph when performance is on or off-track\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/pldK-MbNGOA\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/pldK-MbNGOA\" 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>Our early testers are already seeing the impact of this feature. Chantelle Bowyer, Founder and CEO at \u003Ca href=\"https://metis.agency/\" target=\"_blank\" rel=\"noopener noreferrer\">Metis Marketing\u003C/a>, said:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>We needed a way to stay on top of client budgets without having to constantly log into native ad platforms. Whatagraph took that feedback and built Goals & Alerts, so we get notified timely when performance needs attention and spending goes off track. And I have to say...it’s epic!\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Basic dashboard customization and white-labeling features are available on Cyfe, but there are no AI insights or performance monitoring tools available.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #5: Cyfe Security\u003C/h2>\u003Cp>Security is another important factor. But how does Cyfe stack up in this area? Let’s find out.\u003C/p>\u003Ch3>How does Cyfe approach data encryption?\u003C/h3>\u003Cp>Cyfe uses Amazon Web Services to store its data, which stores data in a secure environment. \u003C/p>\u003Cp>\u003Ca href=\"https://help.cyfe.com/s/article/Cyfe-Security\" target=\"_blank\" rel=\"noopener noreferrer\">Cyfe says\u003C/a>, “We take data & client privacy & security seriously. Nobody in our own company has access to your data, nor do we ever share client data with third parties.”\u003C/p>\u003Ch3>Are they covering GDPR basics?\u003C/h3>\u003Cp>Unfortunately, Cyfe doesn’t have any information on whether they’re covering the GDPR basics or not. This is somewhat concerning, since GDPR compliance is mandatory if you collect data from EU residents.\u003C/p>\u003Ch3>Can you control access to dashboards (role-based access control)\u003C/h3>\u003Cp>Yes, role-based access is available, but it is a bit limited.\u003C/p>\u003Cp>You can add new admins to individual dashboards, but there is no way to give someone access to create new reports or manage integrations.\u003C/p>\u003Cp>This means, most management tasks need to be done from one account, which is practically impossible for larger teams.\u003C/p>\u003Ch3>What about single sign-on (SSO)?\u003C/h3>\u003Cp>SSO is especially important for enterprises, and Cyfe offers it as part of the Agency plan. \u003C/p>\u003Ch3>So, where does it fall short for enterprise teams?\u003C/h3>\u003Cp>Regarding Cyfe’s security, there are two areas of concern for enterprises:\u003C/p>\u003Cp>\u003Cstrong>1. There is no information on whether Cyfe covers the GDPR basics or not\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>2. Role-based access control is limited to only adding users to individual dashboards\u003C/strong>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Data encryption is handled through AWS, and SSO is available for agencies, but the limited role-based access and unclear GDPR compliance raise concerns.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #6: Cyfe Customer Support\u003C/h2>\u003Cp>We already touched a bit on Cyfe’s customer support, but here’s more information about it.\u003C/p>\u003Cp>The customer support was a concern for users, and unfortunately, we can agree on that.\u003C/p>\u003Cp>Even on the most expensive plan, the only way to reach support is via email and users say “you have to pray for an answer.”\u003C/p>\u003Cp>On Cyfe’s admin dashboard, there is a support section with the following information:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_contact_us_page_05aa58a2a4.png\" alt=\"Cyfe Contact Us Page - Contact information for Cyfe, Inc, including address, support email, and knowledge base link.\">As you can see, there isn’t much information or encouragement from Cyfe’s team to reach out for help.\u003C/p>\u003Cp>Cyfe’s knowledge base is also mentioned—is it helpful for users?\u003C/p>\u003Cp>The knowledge base generally covers key areas, such as getting started, best practices, and how to use widgets.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_help_center_7f99f4c428.png\" alt=\"Cyfe Help Center - Website with search bar and category buttons.\">\u003C/p>\u003Cp>However, a big red flag was that most of the articles were updated last in 2021, nearly four years ago. Plus, there have been no article updates in the past three years.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_old_help_center_articles_d323fa4499.png\" alt=\"\">\u003C/p>\u003Cp>It really seems like Cyfe doesn’t actively update its platform anymore…\u003C/p>\u003Cp>Other signs on their website, such as the 2020 G2 badges, also indicate this:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/cyfe_g2_badges_924c255924.png\" alt=\"Cyfe G2 Badges - A collage of company logos and achievement badges.\">\u003C/p>\u003Cp>This is actually quite sad to see, and as a user, I wouldn’t want to be “stuck” with a platform that doesn’t update its website or help center articles (and likely their own product).\u003C/p>\u003Cp>On Whatagraph, all users (no matter your plan) get access to a dedicated Customer Success Manager and a\u003Cstrong> live chat support with 1 minute first response times.\u003C/strong>\u003C/p>\u003Cp>Your CSM can help you with:\u003C/p>\u003Cul>\u003Cli>Creating reports\u003C/li>\u003Cli>Organizing your data\u003C/li>\u003Cli>Connecting your data sources\u003C/li>\u003Cli>Migrating data from your current platform\u003C/li>\u003Cli>Anything else you need help with\u003C/li>\u003C/ul>\u003Cp>This is why users like Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">Peak Seven\u003C/a> love Whatagraph. She says:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>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.\u003Cbr>[author]Kim Strickland, Digital Marketing Specialist at Peak Seven[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Cyfe offers email support, but users say it's unreliable. Plus, the help center isn’t being updated, which raises concerns.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>How does Whatagraph Compare Against Cyfe? \u003C/h2>\u003Cp>We’ve now looked at Cyfe in detail, the areas where it's strong and where it falls short for users. \u003C/p>\u003Cp>Let’s now compare it to Whatagraph, one of the main Cyfe alternatives.\u003C/p>\u003Ch3>What is Whatagraph?\u003C/h3>\u003Cp>Whatagraph is an all-in-one data platform that makes it easy to connect, organize, visualize, and share your data in one place.\u003C/p>\u003Cp>Here’s how Whatagraph solves many of the problems Cyfe users face:\u003C/p>\u003Ch3>✅ 55+ fully-managed integrations\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Cyfe Problem: \u003C/strong>The 25 integrations only cover the most general marketing platforms, and the majority of ecommerce, email marketing, SEO, and paid ad platform integrations are missing. Plus, there is a lack of information about data refresh rates and no way to export data to warehouses or business intelligence tools.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>All 55+ of our integrations are fully managed, meaning they’re more seamless, stable, and reliable. You can work with 10 sources and 100 widgets simultaneously without slowing down the platform. Plus, the data refreshes every 30 minutes, meaning there is no inconsistent data in reports.\u003C/li>\u003C/ul>\u003Cp>This is how one \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9223919\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> described our integrations:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph's ability to integrate with multiple data sources like Facebook and Instagram to website analytics tools like Google analytics and make a detailed report is great. It's very efficient too which is definitely an upside to any business.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ Ready-to-use templates and widgets\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Cyfe Problem: \u003C/strong>There are only 3 dashboard templates and no pre-made widgets. Each time you want to add a widget to your report, you need to configure it manually on a separate page, which is very time-consuming.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>40+ ready-to-use dashboard and report templates are available, and you can choose from 100s of pre-made widgets. No back-and-forth between multiple pages—simply drag and drop new widgets onto your dashboard.\u003C/li>\u003C/ul>\u003Cp>The pre-made widgets are available as charts, graphs, tables, and more, which \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-8173390\" target=\"_blank\" rel=\"noopener noreferrer\">our users\u003C/a> appreciate:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph provides pre-designed report templates and customisable visualisations such as charts, graphs, and tables to show data clearly and entertainingly.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ Fully white-labeling features\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Cyfe Problem: \u003C/strong>Cyfe’s white-labeling is limited to adding your own logo and changing the color theme. You can’t add custom icons, change the fonts, modify the footer or header, etc.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>With Whatagraph, you can add custom logos, domains, color schemes, icons, headers, personalize the cover page, add comment boxes and headers, and more.\u003C/li>\u003C/ul>\u003Cp>You can save any report design as a template to use later. Whatagraph’s reports are fully customizable, which G2 users like \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">Patrick C.\u003C/a> truly appreciate:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph is extremely flexible, and the visuals are beautiful, which is important for having clients be engaged in the reports. It’s very customizable to make complex data easy to ingest for the client.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ Powerful (but easy) data transformation\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Cyfe Problem: \u003C/strong>Aside from the “Mashup” widget, which lets you combine data from different widgets in your dashboard, there isn’t much else data blending you can do with Cyfe.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution:\u003C/strong> In Whatagraph, we have an entire dedicated space (called Organize) for data organization. You can blend metrics and dimensions, create custom formulas, unify names, save new metrics and formulas as templates, and much more.\u003C/li>\u003C/ul>\u003Cp>This simplifies the process of reporting data, as one \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-9795186\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said:\u003Cbr>\u003Cbr>[quote color-variant=\"4\"]\u003Cbr>One of the standout features of Whatagraph is its flexibility in consolidating data, creating custom metrics, and seamlessly integrating data from various sources. This capability simplifies the process of reporting data, which is crucial in the realm of today's digital marketing and analytics.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>✅ Excellent customer support\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>The Cyfe Problem: \u003C/strong>The only way to contact Cyfe’s support team is via email, and the knowledge base isn’t being updated. Even users on the most expensive plan don’t get personalized onboarding and priority support.\u003C/li>\u003Cli>\u003Cstrong>The Whatagraph Solution: \u003C/strong>All Whatagraph users get access to a live chat and email support and a dedicated Customer Success Manager. You can also always refer to our \u003Ca href=\"https://help.whatagraph.com/en/\">Help Center\u003C/a>, which is constantly updated with new articles and information.\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-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">G2 user\u003C/a> said:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Customer support is exceptionally fast and knowledgeable—every question is answered professionally within minutes.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Want a full breakdown? Check out our guide on \u003Ca href=\"https://whatagraph.com/blog/articles/cyfe-alternatives-and-competitors\">Cyfe alternatives\u003C/a>.\u003C/p>\u003Ch2>Final Verdict: When to use Cyfe and When to Switch to Whatagraph\u003C/h2>\u003Cp>Cyfe and Whatagraph are both data visualization tools, but they’re built for different use cases.\u003C/p>\u003Cp>Cyfe is a simple, affordable dashboard tool for tracking KPIs. Meanwhile, Whatagraph is built for marketing agencies that need scalable reporting, deep customization, and advanced data blending features.\u003C/p>\u003Cp>That said, here’s a breakdown of when we’d recommend choosing Cyfe and when it makes sense to switch to Whatagraph:\u003C/p>\u003Cp>\u003Cstrong>Choose Cyfe if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You’re a solo marketer looking for a \u003Cstrong>budget-friendly reporting tool\u003C/strong>\u003C/li>\u003Cli>You want to \u003Cstrong>build reports from scratch, without relying on templates\u003C/strong>\u003C/li>\u003Cli>You’re fine with limited \u003Cstrong>white-labeling options (basic color themes and logo)\u003C/strong>\u003C/li>\u003Cli>You’re okay with \u003Cstrong>slower development cycles and limited customer support\u003C/strong>\u003C/li>\u003Cli>You don’t need to export data to third-party platforms, like BigQuery or Looker Studio\u003C/li>\u003Cli>You don’t need advanced data blending, filtering, or custom metrics\u003C/li>\u003Cli>You don’t mind setting up widgets manually\u003C/li>\u003C/ul>\u003Cp>Cyfe works best as a low-cost reporting tool for startups or solo marketers. \u003C/p>\u003Cp>However, its limited templates, lack of master templates, unresponsive support, and non-existent product updates quickly become bottlenecks for growing agencies.\u003C/p>\u003Cp>\u003Cstrong>Choose Whatagraph if: \u003C/strong>\u003C/p>\u003Cul>\u003Cli>You’re an agency owner looking to create \u003Cstrong>automated reports for 10+ clients\u003C/strong>\u003C/li>\u003Cli>You want a platform\u003Cstrong> with fully-managed integrations that you can rely on your agency for\u003C/strong>\u003C/li>\u003Cli>You want to speed up creating reports\u003Cstrong> with ready-made templates, pre-built widgets, and master templates for bulk edits\u003C/strong>\u003C/li>\u003Cli>You want to blend data from multiple sources and \u003Cstrong>create custom metrics and dimensions\u003C/strong>\u003C/li>\u003Cli>You value responsive support, with \u003Cstrong><1 minute live chat support response times and a dedicated CSM\u003C/strong>\u003C/li>\u003Cli>You want fully white-labeled reports\u003Cstrong> with a custom domain, logo, color themes, icons, and more\u003C/strong>\u003C/li>\u003Cli>You want access to \u003Cstrong>AI insights and performance summaries\u003C/strong>\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to our team\u003C/a> to get started.\u003C/p>",{"id":1311,"description":1312,"items":1313},375,"Have more questions about Cyfe? We answered them below.",[1314,1318,1322,1326,1330],{"id":1315,"question":1316,"answer":1317},1465,"What is Cyfe?","\u003Cp>\u003Cspan style=\"color:#000000;\">Cyfe is an all-in-one business dashboard platform that lets you pull data from dozens of sources and visualize everything in one place. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">You can set up dashboards in minutes, connect to over 100 integrations (like Google Analytics, Facebook Ads, Salesforce, and more), and customize everything from the layout to the widgets you use.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">It’s designed for both non-technical users who want a plug-and-play dashboard and for power users who need custom data mashups or API integrations.\u003C/span>\u003C/p>",{"id":1319,"question":1320,"answer":1321},1466,"What is Cyfe used for?","\u003Cp>You can use Cyfe to:\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Build custom dashboards for different departments, clients, or campaigns.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Visualize KPIs from marketing, sales, social, finance, and more.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Automate reporting—schedule reports or download them in various formats (PDF, CSV, PNG, etc.).\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Set up widget alerts to monitor key metrics and get notified if something changes.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Share dashboards as static reports or live links with stakeholders, clients, or your team.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Use pre-built widgets for popular services or create your own custom widgets for unique data sources.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Mash up data from different platforms to uncover new insights.\u003C/span>\u003C/p>",{"id":1323,"question":1324,"answer":1325},1467,"Can I white-label reports in Cyfe?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes, you can. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Add your logo and brand colors right out of the box.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">On higher-tier plans, you can go further—customize everything from the domain name to dashboard backgrounds.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Share branded dashboards and reports with clients, either as live links or scheduled emails.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">If you’re on the Premier Plan, you can even embed dashboards or widgets directly into your own website or client portal (just contact support to whitelist your domain).\u003C/span>\u003Cbr> \u003C/p>",{"id":1327,"question":1328,"answer":1329},1468,"Does Cyfe offer an API?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes, Cyfe offers a Push API. Here’s how it works:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">The Push API lets you send data from your own applications directly into Cyfe dashboards.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">It’s a simple REST API that uses JSON, so you can push custom metrics, events, or any data you want to visualize.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">You get up to 100,000 API requests per account per month.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">You can create custom widgets that display your pushed data in real time, with options to customize chart types, colors, and more.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">This is great if you need to track data that isn’t covered by Cyfe’s built-in integrations.\u003C/span>\u003C/p>",{"id":1331,"question":1332,"answer":1333},1469,"What do users say about their experience with Cyfe?","\u003Cp>\u003Cspan style=\"color:#000000;\">Users love Cyfe for its flexibility, ease of use, and the time it saves. Here’s what stands out from reviews:\u003C/span>\u003C/p>\u003Cp>\u003Cbr>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Time-Saving:\u003C/strong> Many reviewers highlight how Cyfe eliminates manual reporting. You can automate everything and get real-time insights without juggling spreadsheets.\u003C/span>\u003C/p>\u003Cp>\u003Cbr>\u003Cspan style=\"color:#000000;\">\u003Cstrong>White-Labeling: \u003C/strong>Agencies love the ability to brand dashboards and reports, making client reporting seamless and professional.\u003C/span>\u003C/p>\u003Cp>\u003Cbr>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Affordability: \u003C/strong>Cyfe is seen as a cost-effective solution, especially given its unlimited dashboards and widgets on paid plans.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Of course, no tool is perfect. Users mention:\u003C/span>\u003Cbr> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">The interface can feel clunky at times, and there’s a bit of a learning curve if you’re new to dashboards.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Customization of pre-built widgets is limited, but you can build custom widgets from scratch.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">A few wish for more advanced features, like calculated fields or a mobile app\u003C/span>\u003C/p>",{"id":1335,"metaTitle":787,"metaDescription":1336,"addNoIndex":15,"canonicalURL":31,"metaImage":1337},1942,"Discover Cyfe reviews from real users on G2, Capterra, and TrustRadius. Find out what users like and where the platform falls short for most.",{"id":1266,"name":1267,"alternativeText":1268,"caption":31,"width":636,"height":637,"formats":1338,"hash":1275,"ext":292,"mime":293,"size":1276,"url":1277,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1278,"updatedAt":1279},{"thumbnail":1339},{"ext":292,"url":1271,"hash":1272,"mime":293,"name":1273,"path":31,"size":1274,"width":439,"height":440},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554,"image":1341,"author":1356,"content":1377,"faq":1387,"seo":1402},{"id":1342,"name":1343,"alternativeText":1344,"caption":31,"width":636,"height":637,"formats":1345,"hash":1351,"ext":292,"mime":293,"size":1352,"url":1353,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1354,"updatedAt":1355},14896,"Fivetran_hero.png","Fivetran reviews - Fivetran icon",{"thumbnail":1346},{"ext":292,"url":1347,"hash":1348,"mime":293,"name":1349,"path":31,"size":1350,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Fivetran_hero_5f396dc4c4.png","thumbnail_Fivetran_hero_5f396dc4c4","thumbnail_Fivetran_hero.png",18.37,"Fivetran_hero_5f396dc4c4",111.38,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_hero_5f396dc4c4.png","2025-06-04T05:09:27.210Z","2025-06-04T05:10:02.897Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":1357,"articles":1360,"seo":1365,"tool_reviews":1366},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":1358,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":1359},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[1361,1362,1363,1364],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1367,1368,1369,1370,1371,1372,1373,1374,1375,1376],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1378,1384],{"id":21,"__component":585,"target":1379,"features":1380,"pros":1381,"cons":1382,"description":1383},"Companies with existing data warehouses and BI layers that need reliable, automated data replication from many sources and have technical staff to manage the pipelines.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Fivetran\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">700+ connectors\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Generally reliable, but not a universal guarantee\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Requires technical expertise and know-how\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Requires SQL, dbt, or a third-party tool\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Not available\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">No reports available, you’ll need a visualization tool like Looker Studio\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Not available, you’ll need a visualization tool to share reports\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security features\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">SOC 1 & SOC 2, ISO 27001, PCI DSS Level 1, HIPAA, GDPR and CCPA compliant, RBAC \u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Wide range of connectors available\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Automated schema management\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Generally reliable core connectors and data syncing\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Excellent documentation\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>Unpredictable and high pricing\u003C/li>\u003Cli>No visualization dashboards and reports available – you’d need an external tool for this\u003C/li>\u003Cli>Requires technical know-how to use it\u003C/li>\u003Cli>Inconsistent and slow customer support\u003C/li>\u003C/ul>","Fivetran is a data integration service that helps you move data from various sources into your data warehouse. It's known for its wide range of connectors and automated schema management but can be expensive, especially with its new pricing model.",{"id":1385,"__component":593,"content":1386},88,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">\u003Cu>Whatagraph\u003C/u>\u003C/a>, we don’t review tools we haven’t banged our heads against ourselves.\u003C/p>\u003Cp>We work directly with marketing agencies, in-house data teams, and digital analysts who are deep in the weeds—reporting across Meta, GA4, Shopify, CRMs, SQL pipelines, and everything in between.\u003C/p>\u003Cp>\u003Cstrong>For this Fivetran review, we:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Built a clean Fivetran workspace from scratch.\u003C/li>\u003Cli>Connected real-world marketing sources like Google Analytics and Instagram Business.\u003C/li>\u003Cli>Synced them into a Snowflake warehouse and visualized the output in Looker.\u003C/li>\u003Cli>Logged setup times, sync failures, and support interactions.\u003C/li>\u003Cli>Reviewed 100+ verified G2, Capterra, and Reddit threads for user feedback.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Our goal is to help you make an informed decision, whether that leads you to Fivetran, to Whatagraph, or to another solution entirely.\u003C/strong>\u003C/p>\u003Ch2>Fivetran Pricing\u003C/h2>\u003Cp>Fivetran employs a usage-based pricing model, primarily determined by Monthly Active Rows (MAR). \u003C/p>\u003Cp>A MAR is any unique row of data that Fivetran adds or updates in your destination (like Snowflake, BigQuery, etc.) within a given month. If a row is updated multiple times, it only counts as one MAR for that month.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_pricing_2d4b87a9f3.png\" alt=\"Fivetran Pricing - Website pricing plans showing free, standard, enterprise, and business critical tiers.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.fivetran.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>\u003Cu>Source\u003C/u>\u003C/i>\u003C/a>\u003C/p>\u003Cp>You have the option to move forward with a monthly commitment or get up to 22% off on an annual contract—but these contracts start at a $12,000/year minimum.\u003C/p>\u003Cp>\u003Cstrong>Here’s the major change in 2025\u003C/strong>: Fivetran moved its pricing tiers from the account level to the\u003Ci> connection\u003C/i> level.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/MAR_cost_change_graph_for_Fivetran_b735b3d16d.png\" alt=\"MAR Cost Change Graph For Fivetran - Two graphs: cost vs. number of connections, and cost vs. MAR per connection.\">\u003Cstrong>What this means for you\u003C/strong>: \u003C/p>\u003Cp>Previously, your total MAR across all your connectors was aggregated to determine your pricing tier. Now, \u003Ca href=\"https://fivetran.com/docs/usage-based-pricing/2025-pricing-faq\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Fivetran states\u003C/u>\u003C/a>, \"tiering is applied at the connection level.\" They explain that, \"The change is calibrated so that the impact for the typical user is neutral.\" \u003C/p>\u003Cp>However, they also clarify: \"Users with many equal-sized connections will see increased prices, while users with one dominant connection will see decreased prices.\"\u003C/p>\u003Cp>To get a real feel of this new model, I test drove their pricing estimator from within my Fivetran workspace.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>1 source connector:\u003C/strong> Instagram Business\u003C/li>\u003Cli>\u003Cstrong>1 warehouse destination:\u003C/strong> Snowflake\u003C/li>\u003Cli>\u003Cstrong>~270,000 MAR total\u003C/strong> (pretty standard for an active campaign or two)\u003C/li>\u003Cli>\u003Cstrong>10,000 monthly model runs\u003C/strong> for basic transformations\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_pricing_estimator_6dbd335ef2.png\" alt=\"Fivetran Pricing Estimator - Fivetran pricing estimator interface with graph and payment options.\">My estimated cost, billed monthly under their \"Enterprise plan\" on my free trial (which is often needed for features like 15-minute syncs), came out to:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Connections\u003C/strong>: $191.75\u003C/li>\u003Cli>\u003Cstrong>Transformations\u003C/strong>: $50.00 (the first 5,000 model runs are free, the next 5,000 at $0.01 each)\u003C/li>\u003Cli>\u003Cstrong>Total estimated monthly cost\u003C/strong>: $241.75\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_pricing_estimator_planned_usage_efb167f567.png\" alt=\"Fivetran Pricing Estimator Planned Usage - Fivetran pricing estimator showing cost calculations.\">That’s $2,900+/year for just\u003Ci> one\u003C/i> client’s worth of data. (Assuming they have only one platform to monitor…which is often not the case.)\u003C/p>\u003Cp>Now, if you’re a growing agency with these specifications, for example:\u003C/p>\u003Cul>\u003Cli>6 clients\u003C/li>\u003Cli>3 platforms each (e.g., Meta, Google Ads, LinkedIn Ads)\u003C/li>\u003Cli>All feeding into 1 shared warehouse (like BigQuery or Snowflake)\u003C/li>\u003Cli>Running light transformations on about 20 models per month\u003C/li>\u003C/ul>\u003Cp>Based on my exploration of their estimator and the per-connection pricing structure:\u003C/p>\u003Cul>\u003Cli>You’re likely looking at \u003Cstrong>easily crossing $1,000/month in connection costs alone.\u003C/strong>\u003C/li>\u003Cli>Then, \u003Cstrong>add another $100–$300/month for those transformations\u003C/strong> (assuming your 20 models run daily, you'd be well past the 5,000 free runs and into paid territory for a good portion of them).\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Your Fivetran bill is now likely north of $15,000/year.\u003C/strong>\u003C/p>\u003Cp>If you’re balking at this number, you’re not the only one. \u003C/p>\u003Cp>Reading the recent discussions on Reddit, users are not happy with this change…\u003C/p>\u003Cp>At\u003Ci> all\u003C/i>.\u003C/p>\u003Cp>One Reddit user in r/dataengineering is actively looking for \u003Ca href=\"https://whatagraph.com/blog/articles/fivetran-competitors\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Fivetran alternatives\u003C/u>\u003C/a> because with the new pricing model, they expect to see a “70% cost increase.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Reddit_user_Fivetran_cost_increase_comment_7b75ca2891.png\" alt=\"Reddit User Fivetran - Reddit comment screenshot, dark theme, text, upvote/downvote buttons.\n\">\u003Ca href=\"https://www.reddit.com/r/dataengineering/comments/1ii4ry5/comment/mb6ni8e/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>They also note: “Also, we noticed that the figures that autoload into \u003Ca href=\"https://fivetran.com/pricing-estimator\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>the pricing calculator\u003C/u>\u003C/a> are wrong, much lower than our typical consumption, so make sure you check that…”\u003C/p>\u003Cp>And this isn't an isolated sentiment when it comes to billing surprises. \u003C/p>\u003Cp>Another discussion in the \u003Ca href=\"https://www.reddit.com/r/Fivetran/comments/1knsu3g/mar_pricing_is_deadly/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>r/Fivetran community\u003C/u>\u003C/a> calls the MAR pricing model “deadly”:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_MAR_pricing_is_deadly_comment_d3cfb103dc.png\" alt=\"Fivetran Mar Pricing Is Deadly Comment - A Reddit post with the title highlighted in red.\">\u003C/p>\u003Cp>The user adds: “If you misjudge the number of rows you're pulling and/or make an oversight in one of your connections and run it even for a few days before noticing.. your bill for the entire month could be 3x normal.”\u003C/p>\u003Cp>\u003Cstrong>But hey, good news if you’re a startup part of Y Combinator\u003C/strong>: Fivetran offers $50K in free usage through their \u003Ca href=\"https://www.fivetran.com/industry/startups\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Startup Program\u003C/u>\u003C/a>. It's a generous runway to test pipelines without burning your budget—ideal if you're still building your stack.\u003C/p>\u003Ch3>What does Fivetran’s pricing mean for your budget?\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Calculate your Total Cost of Ownership (TCO)\u003C/strong>: Fivetran is just \u003Ci>one\u003C/i> component of your data stack. You also need to allocate funds for your data warehouse (like Snowflake, BigQuery, Redshift), your business intelligence or visualization tools, and potentially specialized personnel to manage and optimize your data pipelines.\u003C/li>\u003Cli>\u003Cstrong>Get ready for granular cost tracking\u003C/strong>: The shift to MAR-tiered pricing means that you’re now forecasting and optimizing costs for every single data source, not just one big bucket.\u003C/li>\u003Cli>\u003Cstrong>Do you need to use a lot of connections?\u003C/strong> While Fivetran calls the pricing update \"neutral for the typical user,\" losing account-level MAR aggregation can bite. If you’re juggling numerous diverse data feeds, your total costs could climb as each connector lands in its own, potentially pricier, MAR tier.\u003C/li>\u003C/ul>\u003Cp>On a brighter note, not getting dinged for re-syncing unchanged data is a plus.\u003C/p>\u003Cp>If Fivetran's pricing model seems like a lot to take in…it's because it is.\u003C/p>\u003Cp>\u003Cstrong>On the other hand, Whatagraph takes a more direct and personalized route to arrive at your ideal solution and price\u003C/strong>.\u003C/p>\u003Cp>You \u003Ca href=\"https://help.whatagraph.com/en/articles/8925589-source-credit-usage-and-faq\">\u003Cu>pay for source credits\u003C/u>\u003C/a>, not raw volume. A source credit is our clean, transparent way of tracking how many data sources, blends, or transfers you’re actively using.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_pricing_28fb05c017.png\" alt=\"Whatagraph Pricing - Website screenshot featuring a pricing slider and feature list.\">\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About Fivetran?\u003C/h2>\u003Cp>What's the real Fivetran score from users in the trenches? I went deep \u003Ci>and\u003C/i> wide.\u003C/p>\u003Cp>Reddit threads, X updates, YouTube videos, Instagram comments; verified review platforms like G2, Capterra, GetApp, Gartner—you name it, I trawled it. \u003C/p>\u003Cp>Let's get to the unfiltered truth—the wins, the warnings, and the “wish-I-knew-thens.”\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall G2 Fivetran Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/fivetran/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>4.2/5\u003C/u>\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Capterra Fivetran Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.com/p/170147/Fivetran/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>4.5/5\u003C/u>\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Fivetran pros: What users love\u003C/h3>\u003Cp>✅ \u003Cstrong>Huge connector library\u003C/strong>\u003C/p>\u003Cp>Users rave about hundreds of prebuilt connectors across marketing, sales, finance, and ops tools—Meta, HubSpot, Snowflake, even those obscure edge cases you thought you'd have to ingest manually.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-11201544\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Saulo V., a Senior Data Engineer, says on G2\u003C/u>\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>It has a lot of connectors that allows you to ingest data from many sources…also allows SDKs to create your own connector and integrate to all tools for the strange case when they don't have a built-in connector.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>✅ \u003Cstrong>Easy to use\u003C/strong>\u003C/p>\u003Cp>The user interface is clean, intuitive, and beginner-friendly. Multiple users said they could navigate and set up integrations without any hand-holding.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-11175298\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>A verified user\u003C/u>\u003C/a> praises Fivetran for its user-friendliness: “I found the UI simple to navigate the very first time I used it without any need for additional help.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_positive_review_b354df492b.png\" alt=\"Fivetran Positive Review - A review highlighting ease of use with star rating and user verification tags.\">\u003C/p>\u003Cp>✅ \u003Cstrong>Helpful support documentation\u003C/strong>\u003C/p>\u003Cp>Setup guides are well-organized and readable—not just for engineers, but also for analysts and ops folks who need to get up to speed quickly.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-11196820\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>A verified user on G2\u003C/u>\u003C/a> says Fivetran “just works” and praises their overall platform support: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Support for hundreds of connectors, good documentation, and support tickets are typically resolved in a reasonable amount of time.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Fivetran cons: Where users get frustrated\u003C/h3>\u003Cp>❌ \u003Cstrong>Pricing is steep and opaque\u003C/strong>\u003C/p>\u003Cp>Since Fivetran rolled out their new MAR-tiered model earlier this year, X and Reddit have been abuzz. The most recent reviews on G2 and Capterra too, cite cost as the number one siren call of frustration. \u003C/p>\u003Cp>\u003Cstrong>In fact, looking at the most recent, verified G2 reviews from 2025, 6 out of 17 reviewers—roughly 35%—highlighted Fivetran’s cost structure as their most significant con.\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10940639\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>One verified user\u003C/u>\u003C/a> complains about the impracticality of scaling with the new pricing model:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The pricing model, specially the new \"MARs per connector\" pricing model. We would use it for more sources, specially, event sources, but it is impractical.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10808742\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Another says\u003C/u>\u003C/a> that the only downside they face with Fivetran is the cost: “The associated cost is not cheap.”\u003C/p>\u003Cp>And this sentiment is louder on social media. \u003C/p>\u003Cp>\u003Ca href=\"https://x.com/justin_butlion/status/1910032059319615530\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Justin Butlion’s lamentation on X\u003C/u>\u003C/a> went on for so long that I couldn’t even fit it neatly into a screenshot…\u003C/p>\u003Cp>He does cede that Fivetran is “...by far the most reliable ETL solution I've worked with and they do have great coverage (both width and depth).”\u003C/p>\u003Cp>But his gripe is with the price: “Fivetran is now 4 - 8X more expensive than alternatives on the market.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Justin_Butlion_X_post_3f1a183a54.png\" alt=\"Justin Butlion X Post - A tweet with strong criticism of Fivetran's pricing.\">\u003Cstrong>❌ Changes ship fast and sometimes break things\u003C/strong>\u003C/p>\u003Cp>Fivetran rolls out frequent updates, but not always fully tested ones. Users report data inconsistencies and outages after rollouts that felt more “alpha” than enterprise-ready.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10634470\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>A verified user\u003C/u>\u003C/a> says that they’d “...like to see more robust testing and QA before features roll out.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_data_issues_review_372857a163.png\" alt=\"Fivetran Data Issues Review - A customer review with a profile and star rating for a product.\">\u003C/p>\u003Cp>\u003Cstrong>❌ Customer support is hit or miss\u003C/strong>\u003C/p>\u003Cp>While some have good support experiences (especially on higher tiers), others paint a different picture.\u003C/p>\u003Cp>Users report critical connectors stopping with \"no update on the status page or in incident,\" forcing them to \"reactively reach out to support.\" \u003C/p>\u003Cp>The reigning sentiment is that customer support could be more proactive, especially when “critical jobs” are on the line.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-11131870\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>A verified user complains\u003C/u>\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>There have been cases where connectors have stopped working or not syncing and there is no update on the status page or in incident…We had to reactively reach out to support to ask why the syncs were not working.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch2>So, What Does Fivetran Do Really Well?\u003C/h2>\u003Cp>With all those cons, you might be wondering: why do so many companies still choose Fivetran?\u003C/p>\u003Cp>Simple. \u003C/p>\u003Cp>\u003Cstrong>Because when it works for your use case, it \u003C/strong>\u003Ci>\u003Cstrong>really\u003C/strong>\u003C/i>\u003Cstrong> works.\u003C/strong>\u003C/p>\u003Cp>For example: \u003C/p>\u003Cul>\u003Cli>If you're dealing with lots of data sources—and need reliable, automated data replication without building and maintaining dozens of custom pipelines.\u003C/li>\u003Cli>If you already have a data warehouse and BI layer in place.\u003C/li>\u003Cli>If you have technical staff who can manage schema drift, model data, and wrangle sync issues.\u003C/li>\u003C/ul>\u003Cp>Then Fivetran can save you hundreds of hours a year in data movement.\u003C/p>\u003Cp>\u003Cstrong>Think: engineer-lite, not engineer-free\u003C/strong>. You still need someone to own the pipeline.\u003C/p>\u003Cp>If your data philosophy revolves around \u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-transformation\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>ELT (Extract, Load, Transform)\u003C/u>\u003C/a>—getting raw data into a powerful cloud-based repository (like a data warehouse such as Snowflake or Google BigQuery, or a data lake built on Amazon S3) ASAP, and then transforming it with tools like dbt—Fivetran is purpose-built for your world.\u003C/p>\u003Cp>Even the reviews that highlight Fivetran’s shortcomings admit that as an ELT solution, it’s hard to beat.\u003C/p>\u003Cp>But, if you want to build client-ready dashboards, not just move raw data into a warehouse—you’ll need more than Fivetran. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10262766\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Ajay S., a Software Developer\u003C/u>\u003C/a>, says it best: “Relying on Fivetran means depending on a third-party service for critical data workflows. If there are outages or issues on their end, it could impact your data integration processes.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_third_party_review_3ff8155bb7.png\" alt=\"Fivetran third party review - A customer testimonial for Fivetran.\">\u003C/p>\u003Cp>He's right about that dependency—so let's strip away the marketing gloss and truly test Fivetran where it counts.\u003C/p>\u003Ch2>Fivetran Deep Dive #1: Ease of Setup and Maintenance \u003C/h2>\u003Cp>[note color-variant=\"1\"]\u003Cbr>If you’re just extracting and loading data, Fivetran is great. If you want full control, be ready to get technical.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Cp>Let’s be clear: I’m not a data engineer.\u003C/p>\u003Cp>I mostly work in low-code or no-code environments—tools like Whatagraph, Airtable, and Notion. So this section really tests how user-friendly Fivetran is for people who aren’t living in dbt day-to-day.\u003C/p>\u003Ch3>How much technical knowledge do you need?\u003C/h3>\u003Cp>This is a \"it depends\" answer, but here’s my breakdown from a low-code perspective:\u003C/p>\u003Cp>For most common SaaS sources (like the marketing platforms I tested), connecting them was incredibly straightforward.\u003C/p>\u003Cp>If there’s one thing I love about the platform, it’s the super-friendly microcopy that guides you at every step. \u003C/p>\u003Cp>See that “Fastest setup” button? For me, it reduces decision fatigue. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_data_source_connector_078ea04e75.png\" alt=\"Fivetran Data Source Connector - Data source selection interface with Instagram and Google Analytics options.\">You pick your source, authenticate (usually via OAuth or an API key), choose your destination, and Fivetran generally takes it from there. No coding required (yet), and the UI guides you pretty well.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_data_source_connector_setup_guide_91c22ed5a0.png\" alt=\"Fivetran Data Source Connector Setup Guide - A configuration page with setup instructions.\">\u003C/p>\u003Cp>If your goal is just to get raw data from App A to Warehouse B, someone with minimal technical skills but good credentials management can often get it done.\u003C/p>\u003Cp>Another thing I adore is the two-pane view.\u003C/p>\u003Cp> As you’re connecting your data sources, Fivetran guides you step by step through all of the instructions. \u003C/p>\u003Cp>So, even if I’m feeling overwhelmed by the technicality, there’s support documentation right in front of me, instead of me having to read the guide in another tab. \u003C/p>\u003Cp>And this is exactly what \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-11175298\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>users love\u003C/u>\u003C/a> about Fivetran too:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>It was very easy to find and add fields to the data schema for integrations. I found the UI simple to navigate the very first time I used it without any need for additional help.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>But once you:\u003C/p>\u003Cul>\u003Cli>Need a connector Fivetran doesn't offer (and want to use their SDK)\u003C/li>\u003Cli>Run into complex errors; or\u003C/li>\u003Cli>Want to transform that data (clean it, join it, model it for analytics)\u003C/li>\u003C/ul>\u003Cp>You're firmly in developer/engineer land.\u003C/p>\u003Cp>\u003Cstrong>So, my verdict\u003C/strong>: For the initial data extraction and loading part of standard connectors, a tech-savvy non-engineer like me can manage pretty well. But to handle the \u003Ci>whole\u003C/i> data lifecycle, optimize costs, or deal with transformations, you'll either need to upskill significantly or have a data engineer on speed dial.\u003C/p>\u003Ch3>Does it work with your current stack?\u003C/h3>\u003Cp>Again, it depends on what your \"current stack\" looks like.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>If your stack includes a modern cloud data warehouse\u003C/strong>: Yes, Fivetran is built for this. It supports all the big players (Snowflake, Google BigQuery, Amazon Redshift, Databricks on AWS or other clouds, etc.) as destinations. If you're already using one, or plan to, Fivetran slots right in as the data ingestion engine.\u003C/li>\u003Cli>\u003Cstrong>For source applications\u003C/strong>: With its massive connector library, chances are high Fivetran can pull data from many of the SaaS tools you're already using (Salesforce, HubSpot, Google Ads, Meta, Shopify, you name it).\u003C/li>\u003C/ul>\u003Cp>For my test, it \"worked\" by getting data into Snowflake, which then allowed Looker to access it. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_add_data_to_report_snowflake_932107a07b.png\" alt=\"\">\u003C/p>\u003Cp>\u003Cstrong>But that's \u003C/strong>\u003Ci>\u003Cstrong>three\u003C/strong>\u003C/i>\u003Cstrong> tools (Fivetran, Snowflake, Looker) to achieve what \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/automated-reporting-tools\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>\u003Cu>an all-in-one reporting tool like Whatagraph\u003C/u>\u003C/strong>\u003C/a>\u003Cstrong> might do for marketing reporting all by itself. (And cheaper, too.)\u003C/strong>\u003C/p>\u003Cp>Here’s how easy it is to connect your data sources and start visualizing stunning data-driven client reports from within one powerful Whatagraph workspace:\u003C/p>\u003Cp>\u003Cstrong>Step 1\u003C/strong>: Connect your data from 85+ native integrations managed in-house by our engineers.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_data_sources_connector_75897a5e24.gif\" alt=\"Whatagraph Data Sources Connector - Data sources dashboard with connected sources, filters, and status.\">\u003Cstrong>Step 2\u003C/strong>: Drag and drop widgets from the sidebar onto your canvas to instantly build client-ready reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_report_builder_drag_and_drop_feature_a49bc0484c.gif\" alt=\"Whatagraph Report Builder - Report builder interface with widgets and data visualization.\">\u003C/p>\u003Cp>That’s it. Easy peasy, lemon squeezy.\u003C/p>\u003Cp>\u003Ci>Read how Tanja Keglić, Performance Marketing Manager at Achtzehn Grad, \u003C/i>\u003Ca href=\"https://whatagraph.com/case-studies/achtzehn-grad\">\u003Ci>\u003Cu>shaved off 5 hours per report\u003C/u>\u003C/i>\u003C/a>\u003Ci> by switching from a connector like Supermetrics to a holistic reporting platform—Whatagraph.\u003C/i>\u003C/p>\u003Ch3>Can you self-diagnose issues?\u003C/h3>\u003Cp>This was a mixed bag for me as a non-engineer:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>The dashboard provides clues\u003C/strong>: Fivetran has a user dashboard that shows connector statuses, sync histories, and logs. For simple things like a connector needing re-authentication (e.g., a password changed), the UI usually makes it clear, and it's an easy fix.\u003C/li>\u003Cli>\u003Cstrong>Basic error messages are okay\u003C/strong>: If a sync fails due to an obvious issue at the source or destination, the error shown in the Fivetran UI can sometimes be enough to point you in the right direction.\u003C/li>\u003Cli>\u003Cstrong>When it gets hairy, it gets technical\u003C/strong>: For more cryptic errors, unexpected data discrepancies, or issues related to MAR consumption, the logs can be very technical. As someone less familiar with debugging data pipelines at a code level, I found I'd likely hit a wall pretty quickly and need to escalate to Fivetran support or a more technical team member.\u003C/li>\u003Cli>\u003Cstrong>Status page limitations\u003C/strong>: While Fivetran has a status page for platform-wide incidents, some users have found it's not always updated proactively when individual connectors have issues, meaning you might discover a problem before they officially announce it.\u003C/li>\u003C/ul>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10634457\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Alec R., Data Engineer, says on G2\u003C/u>\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The error codes in fivetran are sometime not entirely full fleshed out, which can be confusing where the error is actually located.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>So here’s the real friction point\u003C/strong>: other non-technical members of your team can’t just “jump in” to troubleshoot.\u003C/p>\u003Cp>Even if they’re comfortable in tools like GA4 or Looker Studio, they’ll likely stall out when faced with connector logs, schema diffs, or MAR-related sync failures. \u003C/p>\u003Cp>The UI surfaces high-level statuses, sure—but it’s not built for collaborative triage across marketing or operations teams.\u003C/p>\u003Ch2>Fivetran Deep Dive #2: Connector Breadth and Reliability\u003C/h2>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Fivetran covers 700+ connectors and handles schema drift like a pro. But not every sync is flawless—and complex setups still need a watchful eye.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Cp>If Fivetran is known for one thing, it’s this: connect once, sync forever—at least in theory. But does that hold up across all 700+ connectors, or just the polished few?\u003C/p>\u003Cp>Let’s find out.\u003C/p>\u003Ch3>How many out-of-the-box connectors are there?\u003C/h3>\u003Cp>A \u003Ci>lot\u003C/i>. \u003C/p>\u003Cp>Fivetran boasts over \u003Cstrong>700 prebuilt connectors\u003C/strong>—covering everything from the usual suspects (Google Ads, Meta, Shopify, HubSpot) to more niche systems like Zuora, Snowplow, and even some ERP and finance tools.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_connectors_page_42c1deb3aa.png\" alt=\"Fivetran Connectors Page - Website showing Fivetran features and connector types.\">\u003Ca href=\"https://www.fivetran.com/connectors\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>\u003Cu>Source\u003C/u>\u003C/i>\u003C/a>\u003C/p>\u003Cp>For most marketing and sales data sources, you’ll probably find what you need without building anything custom.\u003C/p>\u003Cp>And in the rare case a connector doesn’t exist—Fivetran offers SDKs and REST APIs so your data team can build custom connectors, though this obviously requires dedicated engineering resources.\u003C/p>\u003Cp>That’s part of Fivetran’s appeal: it’s aggressively expanding coverage so you don’t have to build pipelines in-house.\u003C/p>\u003Ch3>Do syncs actually run smoothly?\u003C/h3>\u003Cp>This is where the \"it depends\" answer creeps back in, though with a generally positive lean for many common use cases.\u003C/p>\u003Cp>For example, once I set up connectors for Google Analytics and Instagram Business, the data syncs did run reliably in the background. Fivetran has a solid reputation for its \"it just works\" capability on many of its mature connectors.\u003C/p>\u003Cp>But \"smooth\" isn't a universal connector guarantee.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10634459\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>A verified user\u003C/u>\u003C/a> calls Fivetran the “best third party ETL” but mentions: “Some connectors are advertised as fully functional but do not work.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_connectors_do_not_work_review_02bce68a36.png\" alt=\"Fivetran Connectors Do Not Work Review - Customer review with rating and feedback on Fivetran.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10458444\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Another user\u003C/u>\u003C/a> complains that “some connectors are very slow to pick up traction on new feature suggestions.”\u003C/p>\u003Ch3>How well does Fivetran handle schema changes?\u003C/h3>\u003Cp>This is one of Fivetran's most lauded strengths, and from my non-technical viewpoint, it's a massive relief.\u003C/p>\u003Cp>And Fivetran feedback on schemas is generally positive, \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10373477\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>like this review on G2\u003C/u>\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>We were able to connect 30+ data sources and not have to worry about schema drifts and other data engineering tasks.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>When your source application adds a new field, changes a data type, or even removes a column, Fivetran is designed to automatically detect and adapt to these changes in your destination warehouse. \u003C/p>\u003Cp>New columns generally just appear, and data types are adjusted.\u003C/p>\u003Cp>\u003Cstrong>Why this is a big deal (especially if you're not an engineer)\u003C/strong>: Manually managing schema drift is a nightmare. It means constantly monitoring source APIs, updating your pipeline code, and ensuring your database tables match. Fivetran aims to make this entire process invisible and automatic.\u003C/p>\u003Cp>But there are caveats:\u003C/p>\u003Cul>\u003Cli>If your downstream dashboards expect a static schema, changes can still break reports.\u003C/li>\u003Cli>Schema changes across multi-tenant setups can cause column mismatches, missing tables, or inconsistent types.\u003C/li>\u003C/ul>\u003Cp>So while the system is resilient, it’s not immune—and the more complex your architecture, the more likely you’ll need someone keeping an eye on it.\u003C/p>\u003Ch2>Fivetran Deep Dive #3: Sync Speed and Flexibility\u003C/h2>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Fivetran offers a wide range of sync frequencies—from 24 hours down to 1 minute—but the faster you go, the more you’ll pay (and only Enterprise gets that top speed).\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Cp>What is Fivetran’s idea of “fast,” and how much control do you actually have over sync timing?\u003C/p>\u003Ch3>How fast and steady are the data syncs?\u003C/h3>\u003Cp>By default, Fivetran syncs every six hours, \u003Ca href=\"https://fivetran.com/docs/core-concepts/syncoverview\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>according to their documentation\u003C/u>\u003C/a>. That’s the baseline. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_google_analytics_data_sync_38603cf672.png\" alt=\"Fivetran Google Analytics Data Sync - A screenshot displays a data sync interface with status, usage, and sync history.\">If you want faster updates, you’ll need to manually adjust the sync frequency—and that’s assuming your plan and usage allow for it.\u003C/p>\u003Cp>In my test, standard marketing connectors (like Google Analytics and Instagram Business) synced in under five minutes once kicked off. \u003C/p>\u003Cp>\u003Cstrong>But remember\u003C/strong>: the clock starts from the start of the last sync, not when it finishes. So if a sync takes 25 minutes and you’re set to sync every 30, you’re only leaving a 5-minute buffer before the next one starts.\u003C/p>\u003Cp>Fivetran also mentions that the sync schedule uses the same time zone as your destination warehouse, and the very first sync of a 24-hour cycle typically has a baseline start time of midnight in that destination's time zone. \u003C/p>\u003Cp>These are good little details to know for precise scheduling.\u003C/p>\u003Cp>But \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-11174597\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>users like Sushanth U.\u003C/u>\u003C/a> mention that they’ve been having sync issues for the past two months with Fivetran.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: Your marketing data refreshes \u003Cstrong>every 30 minutes\u003C/strong>—automatically, reliably, and without you lifting a finger. \u003C/p>\u003Ch3>Can you control sync frequency?\u003C/h3>\u003Cp>Yes, you do get a say in how often Fivetran fetches your data, and the options are quite specific. \u003C/p>\u003Cp>You can adjust the default 6-hour \"sync frequency\" to better suit your needs. Fivetran provides a clear list of available frequencies you can choose from:\u003C/p>\u003Cul>\u003Cli>1 minute*\u003C/li>\u003Cli>5 minutes\u003C/li>\u003Cli>15 minutes\u003C/li>\u003Cli>30 minutes\u003C/li>\u003Cli>1 hour\u003C/li>\u003Cli>2 hours\u003C/li>\u003Cli>3 hours\u003C/li>\u003Cli>6 hours (the default)\u003C/li>\u003Cli>8 hours\u003C/li>\u003Cli>12 hours\u003C/li>\u003Cli>24 hours\u003C/li>\u003C/ul>\u003Cp>*That super-fast 1-minute sync frequency comes with a condition: you must have an Enterprise or Business Critical plan to use it. So, if your need for near real-time data is that acute, be prepared for it to influence your subscription tier and, consequently, your costs.\u003C/p>\u003Cp>The Fivetran platform provides solid, configurable control over your sync schedules, with the 6-hour default being easily adjustable to suit your needs (and plan). \u003Cstrong>The condition about previous sync completion is an important nuance for understanding timing\u003C/strong>. \u003C/p>\u003Cp>However, for a non-engineer wanting maximum ease and control, the inability to easily deselect unwanted tables within a connector means the \"flexibility\" has its limits, potentially leading you to sync (and pay for) more data than you strictly need.\u003C/p>\u003Ch2>Fivetran Deep Dive #4: Data Quality and Transformations\u003C/h2>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Fivetran delivers clean, accurate data—especially in simple setups—but transforming that data still requires SQL, dbt, or a third-party tool.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Cp>Data is only useful if you can trust it and shape it to answer your questions. So, how does Fivetran fare in these critical areas?\u003C/p>\u003Ch3>How good is Fivetran at preserving data integrity?\u003C/h3>\u003Cp>This is a core promise of Fivetran: to get data from your source to your destination reliably and accurately.\u003C/p>\u003Cp>My experience, and the general consensus among users, is that Fivetran does a solid job of moving data without losing or corrupting it in transit.\u003C/p>\u003Cp>But in more complex setups, especially multi-tenant environments, things can get messy. One user reported that connecting the same source across different customers resulted in inconsistent schemas—missing tables, mismatched column types, and different fields showing up per client.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10374876\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Eric A., Chief Data Officer\u003C/u>\u003C/a>, enumerates the challenges in multi-tenant environments in Fivetran: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>If we connect the same source for different customers, often different table schemas will be delivered to our destination. Columns will appear in one instance but not another.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_negative_review_b0b3edd32f.png\" alt=\"Fivetran Negative Review - Screenshot of a customer review listing dislikes.\">\u003C/p>\u003Cp>This is a huge problem for data integrity. Because it means the data Fivetran delivers isn't consistently structured, even when it's from the \u003Ci>same \u003C/i>typ\u003Ci>e\u003C/i> of source across different clients. \u003C/p>\u003Cp>So, while Fivetran does preserve data integrity in a clean, controlled setup, \u003Cstrong>the more clients or connectors you add, the more hands-on your team may need to ge\u003C/strong>t. And that’s before factoring in pricing surprises tied to schema changes or auto-enabled standard tables.\u003C/p>\u003Ch3>Can you transform data in-app?\u003C/h3>\u003Cp>Sort of—but don’t expect drag-and-drop magic.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_transformation_options_a1298f5996.png\" alt=\"Fivetran Transformation Options - A dashboard showing transformation options: Quickstart, dbt Core/Cloud, and Coalesce.\">\u003C/p>\u003Cp>Fivetran offers four transformation options, but most of them still assume you’re comfortable working in SQL or managing code in Git:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Quickstart data models\u003C/strong>: The closest thing to “no-code.” You can install prebuilt models for ~15 common connectors (like Google Ads or Salesforce), and Fivetran will run those on a schedule. Setup is simple, but customization is limited.\u003C/li>\u003Cli>\u003Cstrong>dbt Core integration\u003C/strong>: Connect your Git repo, run dbt models on a schedule or when data changes, and manage everything inside Fivetran. Great if you already live in dbt.\u003C/li>\u003Cli>\u003Cstrong>dbt Cloud integration\u003C/strong>: Same as above, but managed via your dbt Cloud workspace. Fivetran just triggers and logs the runs.\u003C/li>\u003Cli>\u003Cstrong>Coalesce integration\u003C/strong>: For teams using Coalesce as their transformation layer, Fivetran can orchestrate those jobs too.\u003C/li>\u003C/ol>\u003Cp>This gives data teams full control over modeling logic—but for non-technical users, it means extra setup and extra help. \u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10530720\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>A verified user on G2\u003C/u>\u003C/a> also says that “...currently the transformations available are quite limited.”\u003C/p>\u003Cp>\u003Ca href=\"https://www.youtube.com/watch?v=rMb9WVjscXg\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>In FULL FINANCE REVIEW’s YouTube review\u003C/u>\u003C/a> on Fivetran and dbt integration, he summarizes: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>While both Fivetran and dbt offer powerful functionalities, the learning curve can be steep, particularly for teams that are not already familiar with data engineering concepts. Setting up Fivetran connectors and configuring dbt models may require a degree of technical expertise, which could be a barrier for businesses without dedicated data engineers or analysts.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>If you want a simple “clean and display” flow, you’re better off with a tool that includes built-in modeling or visual logic layers—like Whatagraph.\u003C/p>\u003Cp>\u003Cstrong>With Whatagraph, you don’t need to write SQL, build models, or worry about schema drift to start building custom, white-labeled reports.\u003C/strong>\u003C/p>\u003Cp>We automatically clean, map, and reshape your marketing data from tools like Meta, Google Ads, and HubSpot—so you can jump straight to building reports and sharing insights. \u003C/p>\u003Cp>All the “T” in ELT happens under the hood, in a visual, user-friendly interface.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/cRRlzVRm6W8?feature=shared\">\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>\u003Ch2>Fivetran Deep Dive #5: Customer Support\u003C/h2>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Fivetran’s support is functional but tiered—fast and helpful for enterprise users, slower and more self-serve for everyone else.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Cp>Even with the most intuitive tools, there comes a time when you hit a snag. A connector stops syncing, a weird error message pops up, or those Monthly Active Rows (MAR) numbers just don’t make sense. \u003C/p>\u003Cp>What happens then?\u003C/p>\u003Ch3>Who do you call when something breaks?\u003C/h3>\u003Cp>If you're on an Enterprise or Business Critical plan, you'll likely get access to priority support, potentially including a named account manager or direct Slack channel. \u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: every plan comes with a dedicated Customer Success Manager—no upgrade required, no asterisks. You get a real person, ready to help, regardless of what you're paying.\u003C/p>\u003Cp>When I explored the support options directly within the Fivetran dashboard by clicking on \"Get Help,\" I was presented with a pretty clear menu. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_support_channel_1546daa532.png\" alt=\"Fivetran Support Channel - Support options showing chat, tech support, billing, and new feature requests.\">This is the central hub for seeking assistance while you’re inside the platform:\u003C/p>\u003Cp>\u003Cstrong>Chat with us\u003C/strong>: This is your first port of call. However, it opens in a new tab and support may not always be available instantly—in which case, they have a helpful embedded calendar to connect with their support executives. A neat feature, but not practical for time-sensitive requests.\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_support_channel_1_63cb4e0226.png\" alt=\"Fivetran Support Channel - Chat interface with scheduling options for a meeting with Ciara Finn.\">\u003Cstrong>Contact tech support\u003C/strong>: This is the main path for \"any technical questions or bugs you may need to report.\" Clicking this leads you to \"Submit a support request.\"\u003C/p>\u003Cp>\u003Cstrong>Get billing support\u003C/strong>: For any money-related queries—\"questions about billing, plans or your account.\" This option directs you to \"Contact your account manager.\"\u003C/p>\u003Cp>\u003Cstrong>Request a new feature\u003C/strong>: If you have an idea for Fivetran or need something it doesn't currently do, there's a path to \"Submit a feature request to our team or search existing requests.\"\u003C/p>\u003Cp>\u003Cstrong>BTW, if you ever run into an issue, Whatagraph’s live chat feature is purpose-built to help you within your workspace, and within your time-sensitive window—in less than four minutes.\u003C/strong>\u003C/p>\u003Ch3>What are the main ways to get help?\u003C/h3>\u003Cp>Here’s the breakdown:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Documentation\u003C/strong>: Solid, detailed, and technically sound. But it assumes you know what you're looking for—and that you speak the same language as your warehouse.\u003C/li>\u003Cli>\u003Cstrong>Support tickets\u003C/strong>: The default for most users. You submit your issue and wait. Sometimes it’s quick. Sometimes you’re still waiting two days later.\u003C/li>\u003Cli>\u003Cstrong>Status page\u003C/strong>: Exists, but isn’t always accurate. We've seen cases where a connector has been down for hours and it’s still showing “Operational.”\u003C/li>\u003Cli>\u003Cstrong>No live chat or phone support\u003C/strong> unless you're at the top tier.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Also worth noting\u003C/strong>: even when you can spot the issue in the logs or sync alerts, there’s no inline help or “fix it now” button. You’re either solving it yourself—or escalating and waiting.\u003C/p>\u003Ch3>What are real users saying about their experience?\u003C/h3>\u003Cp>It’s a mixed bag—and not the kind you want to reach into blind.\u003C/p>\u003Cp>Some users call the support team friendly and appreciate the free 14-day sync policy during setup. Others say things go sideways fast when the issue gets even a little technical.\u003C/p>\u003Cp>If your problem isn’t solved on the first go, you might find yourself in a loop of ticket replies, doc links, and not much else.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10634528\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>Users like Juan D.\u003C/u>\u003C/a> say that Fivetran’s “customer support has been amazing so far.”\u003C/p>\u003Cp>\u003Cstrong>But others have specific Fivetran complaints, like\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>“When support issues present, they can require a lot of interaction to see through.” \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-11174741\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>\u003Cu>Source\u003C/u>\u003C/i>\u003C/a>\u003C/li>\u003Cli>“Support could be so much more better.” \u003Ca href=\"https://www.g2.com/products/fivetran/reviews/fivetran-review-10265004\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>\u003Cu>Source\u003C/u>\u003C/i>\u003C/a>\u003C/li>\u003Cli>“Support is terrible, you don't get the value you want.” \u003Ca href=\"https://www.capterra.in/reviews/170147/fivetran?sort=most_recent#facets\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>\u003Cu>Source\u003C/u>\u003C/i>\u003C/a>\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Fivetran_negative_review_1_9a12660704.png\" alt=\"Fivetran Negative Review - Review of Fivetran software with pros and cons.\">\u003Cstrong>Bottom line\u003C/strong>: Fivetran’s support works well—if you’re technical, patient, or enterprise-tier. If you’re not, expect a little back-and-forth, some self-service guessing, and a few extra hours you didn’t budget for.\u003C/p>\u003Cp>\u003Cstrong>On the other hand, \u003C/strong>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10926049\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>\u003Cu>customers\u003C/u>\u003C/strong>\u003C/a>\u003Cstrong> can’t say enough good things about Whatagraph’s consistently excellent customer support\u003C/strong>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Throughout the years we've chatted with Whatagraph's 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.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Here’s \u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cu>another\u003C/u>\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Customer support is exceptionally fast and knowledgeable—every question is answered professionally within minutes.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch2>Final Verdict: When to Use Fivetran and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Fivetran if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You’ve already invested in a modern data stack—think Snowflake, BigQuery, Looker—and have people who know how to use it.\u003C/li>\u003Cli>You’re connecting 15+ sources, don’t want to maintain pipelines manually, and can live with occasional sync hiccups.\u003C/li>\u003Cli>You have engineers who can manage schema drift, tweak models in dbt, and decipher connector logs without panicking.\u003C/li>\u003Cli>You're okay paying per Monthly Active Row—and willing to keep a calculator handy to avoid surprises.\u003C/li>\u003Cli>You’re on a higher-tier plan (Enterprise or Business Critical) that comes with proactive support and Slack access.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>But consider switching to Whatagraph if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You want to build beautiful, live dashboards for clients or execs without needing a data engineer to babysit the pipeline.\u003C/li>\u003Cli>You need the flexibility to blend marketing data across Meta, Google Ads, HubSpot, Shopify, and more—\u003Ci>without\u003C/i> schema issues or connector caps.\u003C/li>\u003Cli>You don’t want to worry about standard tables, Git-based transformations, or sync window math—just clean data that makes sense.\u003C/li>\u003Cli>You want templated, white-labeled reports you can reuse, automate, and scale across dozens of clients or campaigns.\u003C/li>\u003Cli>You’d like support that doesn’t send you generic help docs and peace signs. Every Whatagraph plan comes with a real Customer Success Manager. \u003C/li>\u003C/ul>\u003Cp>Fivetran is a power tool—but it assumes you’ve got a workshop and the crew to use it.\u003C/p>\u003Cp>Whatagraph is the slick, done-for-you setup that helps marketers like you look good in front of clients.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">\u003Cstrong>\u003Cu>Book a call with us\u003C/u>\u003C/strong>\u003C/a>\u003Cstrong> to see how Whatagraph can help you reclaim time (and money) back in your day.\u003C/strong>\u003C/p>",{"id":1388,"description":31,"items":1389},376,[1390,1394,1398],{"id":1391,"question":1392,"answer":1393},1470,"Is Fivetran any good?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes—if you're using it for what it’s built.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Fivetran is excellent at moving large volumes of data from SaaS platforms into your warehouse with minimal fuss. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">But it’s not a full reporting tool like Whatagraph, and costs can stack up fast if you're not watching.\u003C/span>\u003C/p>",{"id":1395,"question":1396,"answer":1397},1471,"Is Fivetran a product based company?","\u003Cp>\u003Cspan style=\"color:#000000;\">Absolutely. Fivetran sells a software product—specifically, a managed ELT platform that automates data connectors, syncs, and schema updates. It’s not a service or consultancy—it’s a product-first, engineering-led company.\u003C/span>\u003C/p>",{"id":1399,"question":1400,"answer":1401},1472,"Is Fivetran an ETL tool?\n","\u003Cp>\u003Cspan style=\"color:#000000;\">Sort of—but more accurately, it’s an EL tool. That means Fivetran Extracts data from your sources, Loads it into your warehouse, and leaves the Transform part up to you (typically via dbt or another tool). It doesn’t clean or model the data in-app—just gets it from A to B, fast.\u003C/span>\u003C/p>",{"id":1403,"metaTitle":551,"metaDescription":1404,"addNoIndex":15,"canonicalURL":31,"metaImage":1405},1943,"Your complete Fivetran review. We ran real-world tests, reviewed pricing math, and dug through user reviews to find out if it’s right for you.",{"id":1342,"name":1343,"alternativeText":1344,"caption":31,"width":636,"height":637,"formats":1406,"hash":1351,"ext":292,"mime":293,"size":1352,"url":1353,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1354,"updatedAt":1355},{"thumbnail":1407},{"ext":292,"url":1347,"hash":1348,"mime":293,"name":1349,"path":31,"size":1350,"width":439,"height":440},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561,"image":1409,"author":1426,"content":1447,"faq":1457,"seo":1473},{"id":1410,"name":1411,"alternativeText":1412,"caption":31,"width":1413,"height":1414,"formats":1415,"hash":1421,"ext":292,"mime":293,"size":1422,"url":1423,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1424,"updatedAt":1425},15004,"Looker Studio reviews.png","Looker Studio Reviews - Floating icons on a light purple background, with a logo on white.",1600,1318,{"thumbnail":1416},{"ext":292,"url":1417,"hash":1418,"mime":293,"name":1419,"path":31,"size":1420,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Looker_Studio_reviews_a09c432e5c.png","thumbnail_Looker_Studio_reviews_a09c432e5c","thumbnail_Looker Studio reviews.png",25.29,"Looker_Studio_reviews_a09c432e5c",211.62,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_reviews_a09c432e5c.png","2025-06-23T11:54:01.415Z","2025-06-23T11:54:04.765Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":1427,"articles":1430,"seo":1435,"tool_reviews":1436},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":1428,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":1429},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[1431,1432,1433,1434],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1437,1438,1439,1440,1441,1442,1443,1444,1445,1446],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1448,1454],{"id":62,"__component":585,"target":1449,"features":1450,"pros":1451,"cons":1452,"description":1453},"Solo marketers or small internal teams primarily using Google tools, who are comfortable with a fragmented reporting stack and manual data management.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Looker Studio\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>1,200+ data sources, but only 24 are Google-built and stable; the rest are third-party, often paid, and can be unreliable.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections?\u003C/td>\u003Ctd>Google connectors are stable, but partner and community connectors can be messy and break.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Busy interface with nested menus, \"metric-first\" drag-and-drop is unintuitive, and bulk editing/global themes are absent.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>Technically supported, but limited to 5 data sources per blend and prone to breaking with schema changes.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>Strong for quick, disposable dashboards, especially with Google data; less suitable for long-term reporting operations.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>Highly customizable at widget and report levels, but controls are buried, and there's no central brand kit or one-click theme application.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Standard options (link, embed, PDF, scheduled email) but automation is basic with no centralized control or advanced branding for emails.\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>Shared responsibility model for data encryption; GDPR compliance requires manual setup per user; offers role-based access via Google Cloud IAM. Recent real-world security concerns with phishing scams leveraging Looker Studio.\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>Genuinely free entry-level plan that does a lot for Google-centric users\u003C/li>\u003Cli>Deep integration with Google products like GA4, Google Ads, and BigQuery\u003C/li>\u003Cli>Easy data visualization, transforming raw data into clear reports\u003C/li>\u003Cli>Option for responsive layouts for dashboards\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>Slow performance and bugginess with large datasets or multiple blended sources\u003C/li>\u003Cli>Third-party connectors break often, making Looker Studio reports unreliable\u003C/li>\u003Cli>Data blending is limited to 5 data sources per blend\u003C/li>\u003Cli>Minimal direct customer support on the free tier; dedicated support is an extra paid service\u003C/li>\u003Cli>Lack of AI features for insights or report generation\u003C/li>\u003C/ul>","Looker Studio is a free data visualization and reporting tool for Google data sources and channels. A paid “pro” version is also available with additional admin and security features and service-level support. ",{"id":1455,"__component":593,"content":1456},89,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we live and breathe marketing data every day, and we genuinely care about finding you a marketing reporting tool that will make your life easier—not harder. \u003C/p>\u003Cp>This is why we went to great lengths to give you this review. Here’s what we did: \u003C/p>\u003Col>\u003Cli>\u003Cstrong>Fact-checked against live docs\u003C/strong>: Pricing, feature limits, and security claims are captured straight from the vendor’s public pages. \u003C/li>\u003Cli>\u003Cstrong>Hands-on sandboxing\u003C/strong>: We open a brand-new workspace, wire up the usual marketing stack (GA4, Instagram, etc.), then build multiple dashboards and reports from scratch.\u003C/li>\u003Cli>\u003Cstrong>Tracked real-world user discussions\u003C/strong>: Recent, verified G2 and Capterra reviews, public forum threads, and help-center discussions are scanned for recurring themes—things that crop up more than once end up on our radar.\u003C/li>\u003Cli>\u003Cstrong>Scored against agency must-haves\u003C/strong>: Finally, we grade the tool on integration breadth and stability, customization and white-labelling depth, automation reliability, everyday usability, and the quality of customer support.\u003C/li>\u003C/ol>\u003Cp>\u003Cstrong>Our goal is to help you make an informed decision, whether that leads you to Looker Studio, to Whatagraph, or to another solution entirely.\u003C/strong>\u003C/p>\u003Ch2>Looker Studio Pricing\u003C/h2>\u003Cp>Looker Studio (formerly Google Data Studio) comes in two flavors: free, and not-so-free.\u003C/p>\u003Cp>The base product—Looker Studio (Free)—costs nothing to use. You can create unlimited dashboards, plug into native Google tools (like GA4, Google Ads, BigQuery), and share reports across your team.\u003C/p>\u003Cp>Then there’s \u003Cstrong>Looker Studio Pro\u003C/strong>, priced at $9 per user, per project, per month. This adds admin features, service-level support, and permissioning for larger teams. \u003C/p>\u003Cp>Still pretty affordable on paper.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_Pricing_1cf063e5d1.png\" alt=\"Looker Studio Pricing - Pricing table for Looker Studio and Looker Studio Pro.\">\u003C/p>\u003Cp>\u003Ca href=\"https://cloud.google.com/looker-studio?hl=en\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>But price-per-seat isn’t the full story. Especially for growing agencies.\u003C/p>\u003Cp>\u003Cstrong>Because while Looker Studio might be free, the \u003C/strong>\u003Ci>\u003Cstrong>tools \u003C/strong>\u003C/i>\u003Cstrong>that feed it aren’t.\u003C/strong>\u003C/p>\u003Cp>Most agencies don’t rely on Looker alone. You’re probably pulling in marketing data from non-Google sources—like Semrush, SE Ranking, LinkedIn Ads, HubSpot, or AppsFlyer. \u003C/p>\u003Cp>Those connections aren’t free. They require a third-party connector like Supermetrics or Funnel, each of which comes with its own monthly price tag. \u003C/p>\u003Cp>And if you're warehousing data in Snowflake, BigQuery, or another cloud platform before it reaches Looker Studio—that adds another layer to your stack. And your bill.\u003C/p>\u003Cp>Get a full breakdown of \u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-pricing\">Looker Studio pricing\u003C/a> in the article. \u003C/p>\u003Ch3>What does Looker Studio’s pricing mean for your budget?\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>You need to calculate the total cost of ownership\u003C/strong>: Connectors, warehouses, and tool-switching aren’t free. They're recurring costs that scale with your client list.\u003C/li>\u003Cli>\u003Cstrong>Your time has a cost too\u003C/strong>: With Looker Studio, the ELT process is your responsibility. You’ll spend time extracting and loading data, troubleshooting pipelines, and cleaning mismatched fields. Time that could be spent analyzing results or shipping strategy. \u003C/li>\u003Cli>\u003Cstrong>Per-project pricing adds up\u003C/strong>: $9/user/project/month doesn’t sound like much, until you’re managing 12 clients and 40+ dashboards. At that point, your “free” reporting tool is one of your pricier line items.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Heads up\u003C/strong>: You’re charged per user, not per \u003Ci>active\u003C/i> user. Even if someone hasn’t logged in for three months—or if you disable their access—you’re still paying for that seat unless you fully delete it. And if you plan to scale, Google may push for upfront commitments. \u003C/p>\u003Cp>One Redditor in r/Looker shared that they were asked to pay for 500 user logins well before they actually needed them:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Reddit_user_comment_for_Looker_Studio_a174873279.png\" alt=\"\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/Looker/comments/1ahc24e/comment/komtnbp/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Ch2>Real User Reviews: What are Customers Saying About Looker Studio?\u003C/h2>\u003Cp>I parsed threads on Reddit, conversations on X, posts on Instagram, reviews on YouTube and corroborated them with trusted reviews sites like G2, Capterra, and TrustRadius to bring you the freshest, most relevant discussions about Looker Studio.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Looker Studio G2 Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">4.4/5\u003C/a> ⭐\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Looker Studio Capterra Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.com/p/169053/Looker/\" target=\"_blank\" rel=\"noopener noreferrer\">4.6/5\u003C/a> ⭐\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>\u003Cstrong>Across these Google Data Studio reviews, I noticed a clear pattern\u003C/strong>: if you’re using Looker Studio primarily with native Google integrations, you’ll have a great time. Approximately 90% of users who stay within the Google ecosystem are full of praise. Everything just works.\u003C/p>\u003Cp>But the moment you step outside that comfy Google sandbox, things get choppy.\u003C/p>\u003Cp>This split—between users who stay comfortably inside the ecosystem and those who step outside of it—is the real story behind Looker Studio’s reviews.\u003C/p>\u003Cp>Let’s break it down.\u003C/p>\u003Ch3>Looker Studio pros: What users love\u003C/h3>\u003Cp>✅ \u003Cstrong>Deep Google integration\u003C/strong>\u003C/p>\u003Cp>Looker Studio lives within the Google ecosystem, so if you’re pulling in data from Google Sheets, Google Analytics, and Google Ads, this tight connection combined with the “free” siren call is irresistible. \u003C/p>\u003Cp>For example, \u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-10388671\" target=\"_blank\" rel=\"noopener noreferrer\">Rahul K. on G2\u003C/a> says: “Data Template currently I'm using the GA4 Template and Google webmaster.”\u003C/p>\u003Cp>And he’s happy. No notes.\u003C/p>\u003Cp>✅ \u003Cstrong>Easy data visualization\u003C/strong>\u003C/p>\u003Cp>For many users, the top benefit is visual clarity. Looker Studio helps them turn raw data into clean, readable reports.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-10664905\" target=\"_blank\" rel=\"noopener noreferrer\">Estephany R. on G2\u003C/a> likes Looker Studio for this exact reason: “...you can easily transform numbers into graphics.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_positive_review_189fa01e4f.png\" alt=\"Looker Studio Positive Review - Review of Looker Studio with five star rating and positive comments.\n\">\u003C/p>\u003Cp>✅ \u003Cstrong>Genuinely free (to a point)\u003C/strong>\u003C/p>\u003Cp>The entry-level plan does a lot—for nothing. For solo marketers and small internal teams using mostly Google tools, it covers the core needs without adding another subscription to the stack.\u003C/p>\u003Cp>A small business owner,\u003Ca href=\"https://www.capterra.in/reviews/169053/looker\" target=\"_blank\" rel=\"noopener noreferrer\"> Luis, says on Capterra\u003C/a>: “You can create really powerful and complete dashboards totally for free.”\u003C/p>\u003Ch3>Looker Studio cons: Where users get frustrated\u003C/h3>\u003Cp>\u003Cstrong>❌ Performance isn’t reliable at scale\u003C/strong>\u003C/p>\u003Cp>The most common complaints are \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-slow\">slow dashboard load times\u003C/a>, broken visualizations after small database changes, and overall bugginess with large datasets.\u003C/p>\u003Cp>\u003Cstrong>Of the 13 reviews on G2 in 2025, 5 of them flagged performance issues. That’s 38% of real users with the same Looker Studio complaint.\u003C/strong>\u003C/p>\u003Cp>Here’s one by \u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-11279244\" target=\"_blank\" rel=\"noopener noreferrer\">Huascar S.\u003C/a>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_dislike_review_299c8219aa.png\" alt=\"Looker Studio Dislike Review - A user review showing dislikes about Looker Studio.\">\u003C/p>\u003Cp>And \u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-11300722\" target=\"_blank\" rel=\"noopener noreferrer\">Ashok S. says\u003C/a>: “Performance issues with large Dataset such as loading dashboard.”\u003C/p>\u003Cp>These bugs hit hardest when you're working with complex data flows or multi-source dashboards—exactly the kind of reporting your stakeholders rely on.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: We’re pretty proud of our 99.5% rock-solid uptime guarantee. If something does break, a Bat-signal goes out to our Product Engineers wherever they are, even if it’s midnight. For reliable real-time reporting on a platform that doesn’t work \u003Ci>against\u003C/i> you, we’re it.\u003C/p>\u003Cp>\u003Cstrong>❌ Not suitable for long-term reporting operations\u003C/strong>\u003C/p>\u003Cp>Looker Studio is solid for quick, disposable dashboards, especially in marketing teams that need low-code speed and fast visual output. But that’s also the very problem: it’s not built for long-term reporting maturity.\u003C/p>\u003Cp>This is what a Redditor said in r/BusinessIntelligence:\u003C/p>\u003Cp>“It's good for quick and cheap data visualization that can be discarded next week without much hassle…It's terrible in many other aspects (mainly data governance imo).”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Reddit_user_comment_on_Looker_Studio_0e6b6ae2a4.png\" alt=\"Reddit User Comment On Looker Studio - A screenshot of a user's text comment on a website.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/BusinessIntelligence/comments/1be1ox9/comment/kuri0he/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>❌ Too many workaround for basic tasks\u003C/strong>\u003C/p>\u003Cp>Looker Studio often fails at basic tasks. And this is the exact problem I keep seeing in reviews from users who are operating at scale.\u003C/p>\u003Cp>This Reddit review comes from a data analyst in r/GoogleDataStudio to the question: “What is the future of Looker Studio in your opinion?”\u003C/p>\u003Cp>“The problem is that Looker Studio is unable to do some stupidly simple sh|t, like adding two scorecards together, without ridiculous workarounds…Looker Studio is a clown car: interesting concept, but not equal to the big boys.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Reddit_user_comment_on_Looker_Studio_1_1e94d9fc02.png\" alt=\"Reddit User Comment On Looker Studio - Reddit post with question, comment, and user details on a white background.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.reddit.com/r/GoogleDataStudio/comments/1i1cd9e/what_is_the_future_of_looker_studio_in_your/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>That’s why many scaling agencies eventually “\u003Ca href=\"https://whatagraph.com/alternatives/google-data-studio\">graduate” from Looker Studio to Whatagraph\u003C/a>. \u003C/p>\u003Cp>When the workarounds pile up, and dashboards start eating into billable hours, switching to an all-in-one platform like Whatagraph just makes sense.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/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>\u003Cstrong>These are the \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">\u003Cstrong>signs you’ve outgrown Looker Studio\u003C/strong>\u003C/a>. \u003C/p>\u003Ch2>Feature Deep Dive #1: Looker Studio Integrations\u003C/h2>\u003Cp>For agencies, integrations are where deals are won or lost. You’re pulling in data from dozens of platforms, sometimes across 10 or 20 clients. That means every connector needs to be stable, fast, and cost-effective.\u003C/p>\u003Cp>So, how does Looker Studio actually handle data connections in the wild?\u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>Looker Studio supports a huge number of data sources.1,212 to be exact. \u003C/p>\u003Cp>But the breakdown of the \u003Ca href=\"https://whatagraph.com/blog/articles/looker-studio-connectors\">data connectors\u003C/a> matters:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>24 are Google Connectors\u003C/strong>: Built and maintained by Google. These include GA4, Google Ads, Sheets, BigQuery, and other first-party tools. These are fast, stable, and free.\u003C/li>\u003Cli>\u003Cstrong>1,188 are Partner Connectors\u003C/strong>: Built by third-party vendors like Supermetrics, Funnel, Windsor.ai, and more. These cover platforms like Shopify, Facebook Ads, LinkedIn, Snowflake, and others—and most of them aren’t free.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_Integrations_fc0e1bbed3.png\" alt=\"\">\u003C/p>\u003Cp>You can build your own or use open-source ones published by others. This adds flexibility, but it’s not plug-and-play. You’ll need technical expertise, API familiarity, and time to maintain it.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_community_connector_builder_fe4f38a9f9.png\" alt=\"Looker Studio Community Connector Builder - The developers section of Looker Studio.\">\u003C/p>\u003Cp>And as I’ve said before, anything outside of the Google ecosystem, and you’re suddenly wrangling with the price tag. \u003C/p>\u003Cp>“What I like least is that for platforms external to Google, it is often necessary to have independent payment connectors.” — \u003Ca href=\"https://www.g2.com/products/looker-studio/reviews/looker-studio-review-9902413\" target=\"_blank\" rel=\"noopener noreferrer\">Raul S. on G2\u003C/a>\u003C/p>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>If you're using Google products, you're fine.\u003C/p>\u003Cp>If you're not, prepare for some duct tape.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Google connectors are stable\u003C/strong>: GA4, Google Ads, Sheets—they stay connected, auto-refresh, and rarely cause issues.\u003C/li>\u003Cli>\u003Cstrong>Partner connectors are where things get messy\u003C/strong>: Built by third parties like Supermetrics or Funnel, they can drop data, expire tokens, or break when APIs change.\u003C/li>\u003Cli>\u003Cstrong>Community connectors\u003C/strong> \u003Cstrong>are flexible but fragile\u003C/strong>: Great in theory. Sketchy in production. If the dev who built it doesn’t maintain it, you’re on your own.\u003C/li>\u003C/ul>\u003Ch3>What about data blending across multiple platforms?\u003C/h3>\u003Cp>Looker Studio \u003Ci>technically\u003C/i> supports blended data sources. But it’s fragile and fussy.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_data_blending_b5e1488958.png\" alt=\"Looker Studio Data Blending - Data blending interface showing two tables with dimensions and metrics.\">The process in the screenshot is an example of \u003Ca href=\"https://whatagraph.com/blog/articles/data-blending-looker-studio\">how data blending works in Looker Studio\u003C/a>, but in truth, it breaks easily:\u003C/p>\u003Cul>\u003Cli>You’re limited to 5 data sources per blend.\u003C/li>\u003Cli>If join keys are mismatched or missing, you’ll get empty charts, with no helpful error message.\u003C/li>\u003Cli>And if the schema changes upstream (say, a renamed column in Google Sheets or BigQuery), your entire blend can fail silently.\u003C/li>\u003C/ul>\u003Cp>It’s a lot of manual setup for something that \u003Ci>should\u003C/i> just work.\u003C/p>\u003Cp>But an all-in-one automated reporting platform like Whatagraph doesn’t limit your real-time data blends.\u003C/p>\u003Cul>\u003Cli>In Whatagraph, you can mix Facebook Ads, Google Ads, email, SEO—you name it—and it just\u003Ci> works.\u003C/i>\u003C/li>\u003Cli>Looker Studio gets glitchy with two data sources. Whatagraph handles 50+ with fast load times, even on big reports packed with widgets and cross-platform graphs.\u003C/li>\u003Cli>Build a blend once, use it across every client report. You can edit formulas, tweak dimensions, and your team doesn’t need to bug a developer every time. \u003C/li>\u003C/ul>\u003Cp>Get our full guide to faster, more user-friendly \u003Ca href=\"https://whatagraph.com/blog/articles/data-blending\">data blending here\u003C/a>. \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Integrations work great if you stick to Google. Risky if you don’t. Only 24 connectors are stable, free, and built by Google. The other 1,188 are third-party, often paid, and not always reliable. For agencies, that’s a lot of duct tape.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #2: Looker Studio Ease of Use\u003C/h2>\u003Cp>Agencies need “user-friendly,” but they also need \u003Ci>time-\u003C/i>friendly tools that scale.\u003C/p>\u003Cp>Let’s see if Looker Studio delivers.\u003C/p>\u003Ch3>Are there ready-to-use templates and drag-and-drop features?\u003C/h3>\u003Cp>Yes—\u003Cstrong>28 templates across 9 categories\u003C/strong>, covering basics like Google Analytics, BigQuery, YouTube Analytics, etc. They’re fine for internal reporting, but you’ll likely need to rework them for client-facing use, especially if you care about branding, layout, or specific KPIs and metrics.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_template_gallery_28e1678e42.png\" alt=\"Looker Studio Template Gallery - Template gallery of dashboards categorized by data source.\">The drag-and-drop model in Looker Studio is \u003Cstrong>metric-first\u003C/strong>, \u003Cstrong>not visual-first,\u003C/strong> which makes building reports feel unintuitive.\u003C/p>\u003Col>\u003Cli>You start by dragging in metrics or dimensions from the data panel. \u003C/li>\u003Cli>But once they’re on the canvas, you still need to manually click “Add a chart,” pick a chart type, and configure it from scratch.\u003C/li>\u003C/ol>\u003Cp>And customization options are buried under tabs that shift based on what you’ve selected.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_drag_and_drop_feature_f84f630951.png\" alt=\"Looker Studio - Looker Studio dashboard showing charts, data, and properties.\">\u003C/p>\u003Cp>It’s drag-and-drop—but only halfway.\u003C/p>\u003Cp>The interface is useful, yes. But it’s so busy and packed with nested menus that even someone like me who’s familiar with most marketing reporting platforms, needs to sit with the documentation to use Looker Studio to its full potential. \u003C/p>\u003Cp>\u003Cstrong>Now compare that to Whatagraph\u003C/strong>:\u003C/p>\u003Cp>You drag in a full widget—not just the data. It snaps to a clean grid, fills in the right metrics automatically, and can be edited later with a single click.\u003C/p>\u003Cp>\u003Cstrong>Fun fact\u003C/strong>: The first time I built a report in Whatagraph, it took me exactly 12 minutes. In Looker Studio, it took me 47 minutes: from connecting the data and authorising it to watching tutorials on YouTube on how to actually fully customize the report. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_drag_and_drop_feature_5e7a4460db.gif\" alt=\"Whatagraph Drag And Drop Feature - A dashboard interface showcasing various widgets.\">\u003C/p>\u003Ch3>How easy and fast is editing dozens of reports?\u003C/h3>\u003Cp>Short answer: it’s not fast at \u003Ci>all\u003C/i>.\u003C/p>\u003Cp>Looker Studio doesn’t have bulk editing, global themes, or any way to make one change and push it across multiple dashboards. \u003C/p>\u003Cp>If you manage 10+ client reports and need to update a logo, tweak a layout, or fix a data source, you’ll be doing it manually. One click, one filter, one widget at a time.\u003C/p>\u003Cp>Whatagraph solves this problem head-on with \u003Ca href=\"https://help.whatagraph.com/en/articles/6413422-linked-report-templates\">linked report templates\u003C/a>. You make a change in the master report—whether it’s a logo update, layout tweak, or new metric—and it instantly reflects across every linked client dashboard. \u003C/p>\u003Cp>One update really does mean \u003Ci>one\u003C/i> update. See how:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Linked_reports_e8b1047726.png\" alt=\"Linked Reports - Dashboard interface with charts, metrics, and a LinkedIn logo.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Looker Studio can do a lot; but not quickly or easily. The interface is busy, templates are basic, and drag-and-drop is only half-baked. Building a report takes time, and editing multiple reports is entirely manual. There’s no way to push updates across dashboards.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #3: Looker Studio Reports and Dashboards\u003C/h2>\u003Cp>This is where data takes shape. Looker Studio's core strength lies here. But how well does it serve the relentless demands of an agency?\u003C/p>\u003Ch3>How are reports built (templates vs. custom)?\u003C/h3>\u003Cp>You get both. There are 28 starter templates, mostly geared toward Google tools like GA4, Ads, YouTube, and Search Console. \u003C/p>\u003Cp>They’re a decent starting point for internal use, but not agency-ready out of the box. You’ll end up customizing layouts, replacing default metrics, and tweaking the visuals anyway.\u003C/p>\u003Cp>If you’re building from scratch, be prepared to go slow. Looker Studio’s metric-first approach means you add the data first, then manually layer in the charts and style them. It works—but it’s not fluid.\u003C/p>\u003Cp>I will say however, that they have a pretty nifty feature when you start designing from scratch—the option to choose a “Responsive layout” that can adapt to any screen size.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_report_builder_2be269233e.png\" alt=\"Looker Studio Report Builder - Screenshot of the report builder interface showing the layout options.\">\u003C/p>\u003Ch3>What can you \u003Ci>actually\u003C/i> customize?\u003C/h3>\u003Cp>A lot, technically. But that’s the thing—it’s \u003Ci>technical\u003C/i>.\u003C/p>\u003Cp>At the widget level, you can change fonts, font size, font color, background, borders, border radius, header styling, and more. You can tweak the chart palette, adjust positive/negative data colors, and even improve accessibility with high-contrast settings.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_reports_builder_b92ecca36d.png\" alt=\"Looker Studio Reports Builder - Analytics dashboard with chart customization options displayed.\">\u003C/p>\u003Cp>At the report level, you can customize the report’s overall theme—fonts, colors, chart styles, accent shades, even layout options. \u003C/p>\u003Cp>I uploaded an image to Looker Studio and there’s an option to extract a theme and apply it to the overall report, which is a small win.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_theme_extractor_139e9222bf.png\" alt=\"Looker Studio Theme Extractor - A screen displaying three theme options generated from a user's image.\">\u003C/p>\u003Cp>So yes, the controls are there. But they’re buried in menus, scattered across sections, and nowhere near reusable at scale.\u003C/p>\u003Cul>\u003Cli>There’s no central brand kit upload.\u003C/li>\u003Cli>No one-click way to apply a consistent theme across reports.\u003C/li>\u003Cli>Adding something as simple as adding your company logo is weirdly hard to find.\u003C/li>\u003Cli>And doing this across 10+ clients is a full-time job.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: Branding is baked in—at the team, report, and widget level. You can apply a global theme, customize individual dashboards, and fine-tune components without repeating yourself. \u003C/p>\u003Cp>You can even use a custom domain, so your automated reports land in client inboxes looking like they came directly from your agency—not from whatagraph.com.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_custom_branding_36a6dc8a86.gif\" alt=\"Whatagraph custom branding.gif\">\u003C/p>\u003Cp>But let's go even a step further. \u003C/p>\u003Cp>\u003Cstrong>Now, you won't even need to do all this customization yourself. AI will do it automatically for you. \u003C/strong>All you need to is:\u003C/p>\u003Col>\u003Cli>Open a report.\u003C/li>\u003Cli>Upload a brand book screenshot \u003Ci>or\u003C/i> type a quick prompt.\u003C/li>\u003C/ol>\u003Cp>And AI will automatically detect the fonts and colors and apply them instantly across the whole report. \u003C/p>\u003Cp>You can tweak the results manually, or just hit send. Either way, you get a fully branded report in literal seconds.\u003C/p>\u003Cp>This is the Whatagraph way. See how it works: \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Report_customization_with_AI_on_Whatagraph_a61548365c.gif\" alt=\"Report Customization With Ai On Whatagraph - Analytics dashboard showing campaign data with metrics and visualizations.\">\u003C/p>\u003Ch3>What are your sharing options (and how automated/efficient are they)?\u003C/h3>\u003Cp>Looker Studio gives you the standard options:\u003C/p>\u003Cul>\u003Cli>Share a public or restricted link.\u003C/li>\u003Cli>Embed the report in a webpage.\u003C/li>\u003Cli>Download it as a PDF.\u003C/li>\u003Cli>Schedule email delivery on a recurring cadence.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_report_share_options_00f64b4f28.png\" alt=\"Looker Studio Report Share Options - A report interface showing share, data and property options.\">The email scheduler works…about the same way scheduling an email in Gmail does. \u003C/p>\u003Cp>You pick your recipients, choose a time, and the report gets sent as a static PDF. That’s about as far as the automation functionality goes. There’s no centralized control panel for managing delivery across multiple clients. No ability to customize the sender name, brand the email, or track who’s opened what.\u003C/p>\u003Cp>And if you want to change the schedule or fix a data issue before the next send, you’re clicking through reports one by one.\u003C/p>\u003Cp>\u003Cstrong>So, what’s automation like in Whatagraph?\u003C/strong>\u003C/p>\u003Cp>In Whatagraph, automation is set it, check it (if you want), and then forget it.\u003C/p>\u003Cp>Here’s how it works:\u003C/p>\u003Cp>You choose a standard time range (no custom filters), hit “Automate,” and then pick your frequency, day, time, and time zone.\u003C/p>\u003Cp>From there, you have two options:\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Send automatically\u003C/strong>: No review needed.\u003C/li>\u003Cli>\u003Cstrong>Review before sending:\u003C/strong> If you want to double-check numbers or add commentary.\u003C/li>\u003C/ol>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_automated_report_builder_c6aadfd848.png\" alt=\"Whatagraph Automated Report Builder - Form with dropdowns and a checkbox.\">Each automated report moves through clear stages: Data Gathering → Review → Ready to Send. And you can jump in at any time to tweak metrics, revert to review mode, or check delivery history.\u003C/p>\u003Cp>\u003Ci>Much\u003C/i> more efficient than sending a static PDF blast to all your clients.\u003C/p>\u003Ch3>What about AI features for insights?\u003C/h3>\u003Cp>Looker Studio doesn't have any AI features. At least on the free tier.\u003C/p>\u003Cp>This is the problem with the “two-tool Frankenstein” when you combine different tools to accomplish one task: \u003Ca href=\"https://whatagraph.com/blog/articles/client-reporting-tools\">streamline client reporting\u003C/a>.\u003C/p>\u003Cp>Your features get split between platforms.\u003C/p>\u003Cp>But with Whatagraph’s AI, you can actually \u003Ci>talk\u003C/i> to it to pull relevant insights from your campaigns instead of hunting down reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_AI_3972533dee.png\" alt=\"Whatagraph AI - Two app interfaces showing data analysis and insights.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Report building is manual on Looker Studio, branding is hard to scale, and automations are basic. You’ll spend more time tweaking dashboards than actually sharing insights.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #4: Looker Studio Customer Support\u003C/h2>\u003Cp>You’re not using Looker Studio in a vacuum. It’s one piece of a bigger, messier marketing reporting stack, usually stitched together with tools like Supermetrics, BigQuery, etc.\u003C/p>\u003Cp>So when something breaks (and it \u003Ci>will\u003C/i>), here’s what happens:\u003C/p>\u003Cul>\u003Cli>You open Looker Studio. Everything looks fine.\u003C/li>\u003Cli>You check Supermetrics. Maybe it’s a connector issue?\u003C/li>\u003Cli>BigQuery’s lagging—again? Or is it the data source?\u003C/li>\u003C/ul>\u003Cp>You’re talking to Google \u003Ci>and\u003C/i> a third-party vendor. Each team tells you to check with the other. No one owns the full picture. But \u003Ci>you\u003C/i> still have to deliver the report.\u003C/p>\u003Cp>This is the hidden tax of a fragmented stack: more time spent debugging, more internal ops cost, and less confidence when hitting send.\u003C/p>\u003Cp>Now, what kind of support can you actually expect from Looker Studio?\u003C/p>\u003Ch3>Is there a dedicated Customer Success Manager (CSM)?\u003C/h3>\u003Cp>If you’re using the free version, you’re basically on your own.\u003C/p>\u003Cp>Looker Premier Success is a separate, paid service that gives you access to:\u003C/p>\u003Cul>\u003Cli>Technical assistance for Looker products.\u003C/li>\u003Cli>Google’s Success teams.\u003C/li>\u003Cli>Screen share support.\u003C/li>\u003Cli>Ongoing documentation and upgrade releases.\u003C/li>\u003C/ul>\u003Cp>This isn’t built into the free or Pro version by default. You’ll need to explicitly purchase Premier Success (it’ll show up on your order form) and it only runs during standard business hours.\u003C/p>\u003Cp>But unless you're paying for that tier, don't expect concierge-level care. This is enterprise-level support, not built-in white-glove service.\u003C/p>\u003Cp>The other ways to get help are pretty standard, but they redirect you to\u003Ci> outside \u003C/i>the workspace instead of solving issues in-app. \u003C/p>\u003Cp>And none of the options will help you solve real-time issues for faster data-driven decision making.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_help_resources_52ae50f5c4.png\" alt=\"Looker Studio Help Resources - Help dialog with popular help resources and a search bar.\">\u003Cstrong>At Whatagraph, you get top-notch live chat support + a dedicated Customer Success Manager on every pricing plan.\u003C/strong>\u003C/p>\u003Cp>Plus, when something breaks, you only have to contact\u003Ci> one\u003C/i> support team—and we usually reply within 4 minutes via live chat and solve most issues in under 4 hours.\u003C/p>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>I've joked about this often—with Whatagraph, we're not paying for a reporting system. We're paying for customer support.\u003Cbr>[author]Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Peak Seven\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>She’s just one of the many clients who moved away from the “Frankenstack” of Funnel + Looker Studio and never looked back. And she's loving it:\u003C/p>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>With Looker Studio, everything was muddled. But Whatagraph has opened up transparency and communication.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">\u003Ci>Read the full story here\u003C/i>\u003C/a>. \u003C/p>\u003Cp>\u003Cstrong>Here’s Kim in her own words\u003C/strong>:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=TVpsaOSHKxo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/TVpsaOSHKxo\" 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>\u003Ch3>What are real users saying about their Looker Studio experience? \u003C/h3>\u003Cp>Let’s just say expectations are…tempered.\u003C/p>\u003Cp>Some folks shrug it off:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>There aren’t a lot of direct customer support options, but that’s not an issue for me personally.\u003Cbr>[author]\u003Ca href=\"https://www.g2.com/products/google-cloud/reviews/google-cloud-review-11072453\" target=\"_blank\" rel=\"noopener noreferrer\">Michaela C. on G2\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Others are more blunt:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Customer support for Looker Studio from Google is minimal.\u003Cbr>[author]Raul S. on G2[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>And if you’re expecting white-glove treatment out of the box…don’t:\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>They don't have any dedicated technical support which I feel is a must…\u003Cbr>[author]\u003Ca href=\"https://www.g2.com/products/google-cloud/reviews/google-cloud-review-11098874\" target=\"_blank\" rel=\"noopener noreferrer\">Bishal D. on G2\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>There's no live chat, no named CSM, and no single source of truth when something breaks.\u003C/p>\u003Cp>\u003Cstrong>Now compare that to Whatagraph\u003C/strong>:\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10926049\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user on G2\u003C/a> who’s been using Whatagraph for 7 years: “Stellar group of people, these.” (Same. We love them too.)\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10795471\" target=\"_blank\" rel=\"noopener noreferrer\">And here’s another\u003C/a>: “Customer support is exceptionally fast and knowledgeable—every question is answered professionally within minutes.”\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Looker Studio doesn’t come with built-in customer support, live chat, or a dedicated success manager. When something breaks, you’re stuck juggling chat windows between vendors.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #5: Looker Studio Security\u003C/h2>\u003Cp>For digital marketing agencies, especially those working in finance, healthcare, legal, or ecommerce, client trust depends on how secure your reporting workflow is. And how confidently you can manage access and risk.\u003C/p>\u003Cp>\u003Cstrong>⚠️Also worth noting\u003C/strong>: There’s been a recent, real-world security concern tied to Looker Studio. I’ll tell you more in a minute.\u003C/p>\u003Cp>Let’s get into it.\u003C/p>\u003Ch3>How do they approach data encryption?\u003C/h3>\u003Cp>Looker Studio doesn’t store permanent customer data in your instance. It connects live to your databases, so any sensitive information stays within your infrastructure—not Google's.\u003C/p>\u003Cp>That said, it’s a shared responsibility model, \u003Ca href=\"https://cloud.google.com/looker/product/security?hl=en\" target=\"_blank\" rel=\"noopener noreferrer\">according to Google’s documentation\u003C/a>.\u003C/p>\u003Cp>You (or your IT team) are in charge of setting up secure database access—via IP allowlisting, SSL/TLS, private network connections, or SSH tunnels depending on the version you're using.\u003C/p>\u003Cp>Backups of configuration data (user settings, encrypted credentials, Looks, query history) are encrypted and retained for up to 180 days on Google Cloud.\u003C/p>\u003Ch3>Are they covering GDPR basics?\u003C/h3>\u003Cp>Looker Studio does support GDPR compliance. But it’s not automatic or “built in.”\u003C/p>\u003Cp>If your agency operates in or serves clients in the EU, each user must fill out GDPR-specific fields in Looker Studio’s Account & Privacy settings to remain compliant. Alternatively, your account admin can accept Google’s data processing terms organization-wide.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Looker_Studio_GDPR_04382123ab.png\" alt=\"Looker Studio GDPR - Article about the General Data Protection Regulation.\">\u003Ca href=\"https://cloud.google.com/looker/docs/studio/about-the-general-data-protection-regulation-gdpr\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>This step is easy to overlook—and not completing it could leave you exposed to serious legal trouble. \u003C/p>\u003Ch3>Can you control who sees what (role-based access)?\u003C/h3>\u003Cp>\u003Ca href=\"https://cloud.google.com/looker/docs/studio/roles-and-permissions#details\" target=\"_blank\" rel=\"noopener noreferrer\">Looker Studio uses Google Cloud’s Identity and Access Management (IAM) system\u003C/a> to control who can view, edit, or manage each asset—whether it’s a report or a connected data source.\u003C/p>\u003Cp>\u003Cstrong>You assign roles on a per-asset basis.\u003C/strong> That means you could give someone:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Editor\u003C/strong> access to a client’s performance dashboard, but only \u003Cstrong>Viewer\u003C/strong> access to the underlying data source powering it.\u003C/li>\u003Cli>If you’re on Looker Studio Pro, workspace roles (Contributor, Manager, etc.) give you team-wide control over access, trash recovery, and ownership changes.\u003C/li>\u003C/ul>\u003Cp>For example, you might give a junior team member Editor access to a dashboard but only Viewer access to the data source, so they can tweak visuals, not data connections.\u003C/p>\u003Ch3>⚠️ Looker Studio security in the news…\u003C/h3>\u003Cp>In 2023, \u003Ca href=\"https://blog.checkpoint.com/security/phishing-via-google-looker-studio/\" target=\"_blank\" rel=\"noopener noreferrer\">hackers started using Looker Studio\u003C/a> to launch BEC 3.0 scams: phishing attacks that piggyback on trusted tools to trick users.\u003C/p>\u003Cp>These reports came from real Google infrastructure. Which means most spam filters let them through. \u003C/p>\u003Cp>One of the best practices in the article by Jeremy Fuchs, Cybersecurity Researcher/Analyst is to: “Embrace a comprehensive security solution that includes document and file scanning capabilities.”\u003C/p>\u003Cp>Even \u003Ca href=\"https://www.theregister.com/2025/06/10/google_brute_force_phone_number/\" target=\"_blank\" rel=\"noopener noreferrer\">as of June 2025\u003C/a>, the security issue hasn’t been patched. A white-hat hacker known as “Brutecat” uncovered a critical flaw in Google’s authentication systems, one that exposed phone numbers tied to any Google account. \u003Cstrong>The exploit leveraged Looker Studio as part of the attack path.\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/blog/articles/google-data-studio-alternatives\">\u003Cstrong>If you’re evaluating Looker Studio\u003C/strong>\u003C/a>\u003Cstrong> as a serious option for your data analysis and data integration, watch this video by Fuchs first to protect yourself from cybercriminals\u003C/strong>:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/g0UfXObsc-c?feature=shared\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/g0UfXObsc-c\" 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 fortressed with enterprise-level security: \u003C/p>\u003Cul>\u003Cli>ISO-27001 certified\u003C/li>\u003Cli>GDPR compliant\u003C/li>\u003Cli>AES‑256 encryption\u003C/li>\u003Cli>Strict role-based access\u003C/li>\u003Cli>2-step verification\u003C/li>\u003Cli>Regular password rotations, and AWS/GCP hosting with ISO‑27001 standards. You control exactly who sees what and can permanently delete your data at any time.\u003C/li>\u003C/ul>\u003Cp>We’ve built the platform to keep your data locked down.\u003C/p>\u003Cp>\u003Ca href=\"https://whatagraph.com/security-policy\">Read our security policy here\u003C/a>.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Looker Studio handles the basics, but serious security is on you. And hackers have already weaponized Looker Studio in phishing scams. So, if you’re working with sensitive client data, don’t assume “Google-backed” means bulletproof.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use Looker Studio and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Looker Studio if\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>You work solo, or your agency is small and highly technical.\u003C/li>\u003Cli>You only need to report on Google data (Ads, Analytics, BigQuery, etc.)\u003C/li>\u003Cli>Cost is your top concern, and you're fine piecing together your stack with third-party connectors.\u003C/li>\u003Cli>You’re comfortable navigating multiple support forums and vendor docs when something breaks/\u003C/li>\u003Cli>You don’t need advanced scheduling, templates, or AI summaries—just a way to pull data into a chart.\u003C/li>\u003Cli>You have the bandwidth to manually manage access, reports, and data permissions across platforms.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Choose Whatagraph if\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Your agency is scaling, and report complexity—or volume—is starting to slow you down.\u003C/li>\u003Cli>You need more than just Google data, and want 55+ native integrations without paying extra for third-party connectors.\u003C/li>\u003Cli>You’re spending too much time troubleshooting issues across Supermetrics, BigQuery, and Looker Studio.\u003C/li>\u003Cli>You want beautiful, client-ready dashboards and branded reports, without fiddling with style settings for every widget.\u003C/li>\u003Cli>Your team needs linked templates, AI summaries, and centralized editing to deliver faster, more consistent reporting.\u003C/li>\u003Cli>You care about support and want someone who actually responds—with a live chat team that replies in under 4 minutes.\u003C/li>\u003C/ul>\u003Cp>Ditch the Frankenstack. \u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to us\u003C/a> to reclaim up to 70% of your time.\u003C/p>",{"id":1458,"description":1459,"items":1460},381,"Have more questions about Looker Studio? We answered them here.",[1461,1465,1469],{"id":1462,"question":1463,"answer":1464},1506,"What are the disadvantages of Looker Studio?","\u003Cp>\u003Cspan style=\"color:#000000;\">Here are the most common Looker Studio reviews complaints:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Limited native integrations\u003C/strong>: Unless you’re only using Google tools, you’ll need paid third-party connectors to access non-Google data.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Performance issues\u003C/strong>: Reports slow down fast when you blend multiple sources—sometimes with as few as 2–3.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Support is minimal\u003C/strong>: Unless you’re paying for Premier Success, you’re on your own (hello, forums and help docs).\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>Steep learning curve\u003C/strong>: Styling reports can be a slog unless you know your way around Google’s UI quirks.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>No full-picture troubleshooting\u003C/strong>: When something breaks, you’re stuck between vendors (Google, Supermetrics, BigQuery) trying to trace the issue.\u003C/span>\u003C/p>",{"id":1466,"question":1467,"answer":1468},1507,"Is Tableau better than Looker Studio?","\u003Cp>\u003Cspan style=\"color:#000000;\">Depends on your use case.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Tableau is more powerful for enterprise-level BI and deep data exploration—especially for technical teams with dedicated analysts.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Looker Studio is better suited for light-to-medium marketing dashboards, particularly if you're already deep in the Google ecosystem.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">But neither is particularly fast or user-friendly for agencies juggling multiple clients.\u003C/span>\u003C/p>",{"id":1470,"question":1471,"answer":1472},1508,"What is the difference between Looker Studio and Whatagraph?","\u003Cp>\u003Cspan style=\"color:#000000;\">Looker Studio is just one piece of your reporting stack—and that’s kind of the problem. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Some of our clients have told us they were paying upwards of \u003Cstrong>$100,000 a year\u003C/strong> just to keep the whole setup running across tools like Excel, Supermetrics, and Looker Studio.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Whatagraph, on the other hand, gives you everything in one place. Data connectors, design tools, AI features, automation, and support—all under one roof. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">It’s easy enough for a complete beginner to pick up in a day, but powerful enough for your data analytics needs. And if something breaks, you won’t be chasing down three different vendors. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>In short: Looker Studio might be free upfront, but Whatagraph actually works out more cost-effective (and way less painful) in the long run.\u003C/strong>\u003C/span>\u003C/p>",{"id":1474,"metaTitle":558,"metaDescription":1475,"addNoIndex":15,"canonicalURL":31,"metaImage":1476},1945,"Read honest Looker Studio reviews from real users—what works, what breaks, and why growing agencies are switching to all-in-one tools like Whatagraph.",{"id":1410,"name":1411,"alternativeText":1412,"caption":31,"width":1413,"height":1414,"formats":1477,"hash":1421,"ext":292,"mime":293,"size":1422,"url":1423,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1424,"updatedAt":1425},{"thumbnail":1478},{"ext":292,"url":1417,"hash":1418,"mime":293,"name":1419,"path":31,"size":1420,"width":439,"height":440},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568,"image":1480,"author":1495,"content":1516,"faq":1526,"seo":1542},{"id":1481,"name":1482,"alternativeText":1483,"caption":31,"width":636,"height":637,"formats":1484,"hash":1490,"ext":292,"mime":293,"size":1491,"url":1492,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1493,"updatedAt":1494},15038,"Swydo_hero.png","Swydo Review - Software dashboard displaying app logo and icons on a light gradient.",{"thumbnail":1485},{"ext":292,"url":1486,"hash":1487,"mime":293,"name":1488,"path":31,"size":1489,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Swydo_hero_2f20353328.png","thumbnail_Swydo_hero_2f20353328","thumbnail_Swydo_hero.png",21.39,"Swydo_hero_2f20353328",273.41,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_hero_2f20353328.png","2025-06-30T04:54:16.885Z","2025-06-30T04:54:33.313Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":1496,"articles":1499,"seo":1504,"tool_reviews":1505},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":1497,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":1498},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[1500,1501,1502,1503],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1506,1507,1508,1509,1510,1511,1512,1513,1514,1515],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1517,1523],{"id":70,"__component":585,"target":1518,"features":1519,"pros":1520,"cons":1521,"description":1522},"Small marketing teams primarily focused on paid media reporting (Google, Meta, LinkedIn Ads) that need fast setup and PDF-based delivery, and are comfortable with limitations in data blending, branding, and advanced features.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Swydo\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">37 native integrations\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections?\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Hit-or-miss with data accuracy and stability; users report incomplete or unreliable data pulls.\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Basic drag-and-drop and template linking within a rigid grid layout; editing mostly via nested menus; a learning curve exists.\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Limited merging from up to five ad platforms into a single widget, but no custom calculated metrics or blending across non-ad platforms.\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Client-specific monitoring boards with KPI widgets; no global dashboard for cross-client performance.\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Decent control over branding (colors, fonts, white-labeling), but rigid structure and limited layout customization; no embedding third-party content.\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Recurring scheduled deliveries (PDF, inline PDF, dashboard link) with timezone matching and failure handling; ad-hoc sending is manual; unique shareable links for live dashboards.\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Uses third-party hosting and real-time API calls, data is not stored or shared; limited security documentation (no mention of SOC 2, ISO, GDPR details, etc.).\u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Offers pre-built templates for quick setup.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Provides decent control over report branding and styling.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Features like Client Monitoring Overview and Data Source Health Check Alerts are helpful.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Generally good feedback on customer support (responsive live chat/email).\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Pricing can be confusing and costly due to per-data-source billing (each account/sub-source counts).\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Some key metrics are missing or don't match source data.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Limited custom integrations and no built-in no-code API connector, CSV upload tool, or direct data warehouse support.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Rigid template linking that makes structural edits difficult without unlinking permanently.\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">No AI features or dedicated Customer Success Manager.\u003C/span>\u003C/li>\u003C/ul>","Swydo is a marketing reporting tool designed to help lean teams create and deliver cross-channel ad reports.",{"id":1524,"__component":593,"content":1525},90,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At \u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a>, we live and breathe marketing data every day, and we genuinely care about finding you a marketing reporting tool that will make your life easier—not harder. \u003C/p>\u003Cp>\u003Cstrong>Swydo doesn’t offer a free trial unless you book a sales call\u003C/strong>. That makes real-world testing harder for a review like this.\u003C/p>\u003Cp>So here’s what I did instead:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Scoured user forums:\u003C/strong> Like Reddit, Quora, X, YouTube, and Instagram to see what actual users are saying.\u003C/li>\u003Cli>\u003Cstrong>Read 100+ reviews: \u003C/strong>From trusted platforms like G2, Capterra, GetApp, Google, and TrustRadius.\u003C/li>\u003Cli>\u003Cstrong>Dug into Swydo’s help center:\u003C/strong> Straight from the horse’s mouth—pricing documentation, how-to videos, and feature pages to get a clear sense of what’s supported (and what’s not).\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Our goal is to help you make an informed decision, whether that leads you to Swydo, to Whatagraph, or to another solution entirely.\u003C/strong>\u003C/p>\u003Ch2>Swydo Pricing\u003C/h2>\u003Cp>Swydo uses a one-plan-fits-all model: €49/month gets you \u003Ci>all\u003C/i> features, unlimited users, and 10 data sources included.\u003C/p>\u003Cp>Beyond that, it’s pay-as-you-grow:\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>Data Sources\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Cost per Source\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">11-100\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">€3.50 each\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">101-500\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">€2.50 each\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">501+\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">€1.50 each\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_pricing_0989d81ec9.png\" alt=\"Swydo Pricing - Pricing table with a one plan option, data sources, and benefits.\">\u003Ca href=\"https://www.swydo.com/pricing/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>They even include a cost calculator—for example, 600 data sources would run you $1,514/month. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_cost_calculator_2eab456128.png\" alt=\"Swydo Cost Calculator - A table breaking down monthly data source costs and total billing.\">\u003C/p>\u003Cp>That’s helpful transparency, especially for growing agencies managing dozens (or hundreds) of accounts.\u003C/p>\u003Cp>\u003Cstrong>Heads up\u003C/strong>: The fees do NOT include VAT.\u003C/p>\u003Cp>When I saw the bright blue button that said “Try Swydo for free,” I clicked. Of course I clicked.\u003C/p>\u003Cp>But there’s no actual free trial.\u003C/p>\u003Cp>Instead, you’re prompted to enter your email address and country of origin—fair enough if that led to instant access. But it doesn’t. What happens next is a prompt to schedule a sales consultation.\u003C/p>\u003Cp>So while I respect the pricing model itself (flat base rate + pay-as-you-scale for data sources, no seat-based fees), I wish the \u003Ci>language\u003C/i> around access was clearer. \u003Cstrong>Because in this case, they got my data, but I didn’t get the trial I was promised.\u003C/strong>\u003C/p>\u003Ch3>What does Swydo’s pricing mean for your budget?\u003C/h3>\u003Cp>On the surface, you only pay more if you’re syncing more data. That’s fair. \u003Cstrong>But I spotted at least three reviews in 2025 on G2 alone that take issue with their pricing plan. \u003C/strong>Here’s one \u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-10916364\" target=\"_blank\" rel=\"noopener noreferrer\">recent review\u003C/a>:\u003C/p>\u003Cp>“Billing per data source can get pricey depending on how many clients you have + services offered.” \u003C/p>\u003Cp>\u003Cstrong>This means:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You’ll need to monitor usage closely:\u003C/strong> If your team adds new data sources without tracking the cost impact, your bill can balloon fast.\u003C/li>\u003Cli>\u003Cstrong>Agencies with lots of clients or cross-channel services will feel the pinch:\u003C/strong> There’s no bundling across PPC platforms, so each connector adds up.\u003C/li>\u003Cli>\u003Cstrong>The pricing model is clear, but not necessarily easy:\u003C/strong> You have to actively manage it to avoid overspending. And also factor in VAT…\u003C/li>\u003C/ul>\u003Ch2>Real User Reviews: What are Customers Saying About Swydo?\u003C/h2>\u003Cp>Swydo feedback in this section is taken from trusted review sites like G2, Capterra, and Google Reviews, along with Swydo reviews complaints from social platforms like Reddit, YouTube, and X.\u003C/p>\u003Cp>The latter might be a little less polished, but that’s where the \u003Ci>real \u003C/i>stuff bubbles up: the bugs, the billing surprises, the little customer support blocks that don’t show up in product demos.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Swydo Google ratings\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.google.com/search?q=swydo&sca_esv=75ee9eeb689080db&sxsrf=AE3TifOtXPCJ1F6Qr5Qut6MbW8D-RcrduA%3A1751135892677&ei=lDZgaOqQKfjy4-EPwr6HqAQ&ved=0ahUKEwjqqtjG4ZSOAxV4-TgGHULfAUUQ4dUDCBA&uact=5&oq=swydo&gs_lp=Egxnd3Mtd2l6LXNlcnAiBXN3eWRvMgoQIxiABBgnGIoFMgQQIxgnMgoQIxiABBgnGIoFMgoQABiABBgUGIcCMgUQABiABDIFEAAYgAQyBBAAGB4yBBAAGB4yBBAAGB4yBBAAGB5IsRdQmwpY8hRwAXgBkAEAmAGxAaAB1giqAQMwLji4AQPIAQD4AQGYAgigAsgHwgIKEAAYsAMY1gQYR8ICBRAAGO8FwgIIEAAYgAQYogTCAgYQABgWGB6YAwCIBgGQBgKSBwMxLjegB9cysgcDMC43uAfEB8IHBTAuMy41yAcc&sclient=gws-wiz-serp#lrd=0x47c66b5f06742839:0x36ddab2ce67be573,1,,,,\" target=\"_blank\" rel=\"noopener noreferrer\">4.0/5\u003C/a> ⭐\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall G2 Swydo Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/swydo/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">4.6/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Capterra Swydo Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.in/reviews/159323/swydo\" target=\"_blank\" rel=\"noopener noreferrer\">4.5/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Swydo pros: What real users love\u003C/h3>\u003Cp>✅ \u003Cstrong>Saves time on cross-channel reporting\u003C/strong>\u003C/p>\u003Cp>Swydo streamlines data pulling and formatting for common ad channels, which is a big win for small teams juggling high-volume clients.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-11335030\" target=\"_blank\" rel=\"noopener noreferrer\">Cedric D., a Digital Marketing Consultant, says\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>What I appreciate most is how much time it saves us every month - especially when working across multiple platforms like Google Ads, GA4.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>✅ \u003Cstrong>New features improve portfolio visibility and issue tracking\u003C/strong>\u003C/p>\u003Cp>Swydo has been rolling out meaningful product updates.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-11172704\" target=\"_blank\" rel=\"noopener noreferrer\">Robert L. shares in a recent G2 review\u003C/a>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_positive_review_28687cbd9c.png\" alt=\"Swydo Positive Review - Customer testimonial with star rating and written feedback.\">\u003C/p>\u003Cp>These quality-of-life features can help you spot problems before your client does.\u003C/p>\u003Cp>\u003Cstrong>✅ Easy to present polished reports without design work \u003C/strong>\u003C/p>\u003Cp>You can deliver slick-looking reports without hiring a designer or fiddling with Canva. While customization is limited (we’ll get to that), for basic clarity and consistency, Swydo delivers.\u003C/p>\u003Cp>Here’s what \u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-11022664\" target=\"_blank\" rel=\"noopener noreferrer\">Natalie S.\u003C/a> says:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Swydo is a really easy reporting tool to use, and with lots of visualisation options its easy to set up a dashboard that clients are happy with, showing them clearly what they need to see.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Swydo cons: Where users get frustrated\u003C/h3>\u003Cp>\u003Cstrong>❌ Pricing is clear on the surface, messy underneath\u003C/strong>\u003C/p>\u003Cp>The confusion often comes down to language: while you might think you're paying per connector (e.g. Google Ads), you're actually charged for each account or sub-source within that platform. So one client with five Google Ads accounts counts as five sources.\u003C/p>\u003Cp>\u003Ca href=\"https://g.co/kgs/DqxYKG9\" target=\"_blank\" rel=\"noopener noreferrer\">Derek Zar complains on Google\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>I mistakenly believed they they charged based on data connections and instead they charge on the data sources within the connections, which was not made clear upfront.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003Cbr>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_con_df216244b7.png\" alt=\"Swydo Con - A negative review of Swydo customer experience.\">\u003C/p>\u003Cp>There's also no warning when you're approaching your limit—and no real-time visibility into what’s about to push your bill up. A few users even reported price hikes of 5–7x their expected fee without clear explanation.\u003C/p>\u003Cp>You also don’t get any pro-rata credit if you delete data sources mid-cycle. So if you offboard a client halfway through the month, you still pay full freight for the rest of the billing period:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The billing cycle does not prorate when sources are deleted halfway our billing cycle - so this affects our company's budget when we offboard a client.\u003Cbr>[author]\u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-9566484\" target=\"_blank\" rel=\"noopener noreferrer\">Ella M.\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>❌ A customer experience that feels more sales-driven than service-driven\u003C/strong>\u003C/p>\u003Cp>From the moment you hand over your email, you're pushed into a sales cycle. There’s no real trial, no hands-on evaluation, and no easy exit. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/David_ward_x_post_b7f5838b8e.png\" alt=\"David Ward X Post - A black Twitter post with white text, D icon, and red arrow.\">\u003C/p>\u003Cp>\u003Ca href=\"https://x.com/DavidWard252495/status/1808040774140915775\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>And when you try to cancel, some users report being pressured into leaving a good review in exchange for waived fees.\u003C/p>\u003Cp>You need clarity, control, and a client reporting partner who respects your time. Swydo’s current setup doesn’t always deliver that.\u003C/p>\u003Cp>\u003Cstrong>❌ Some key metrics are missing or don’t match the source\u003C/strong>\u003C/p>\u003Cp>When your client opens a report and sees a metric that doesn’t match what they’re seeing in-platform, \u003Ci>you’re\u003C/i> the one who looks sloppy.\u003C/p>\u003Cp>\u003Ca href=\"https://www.capterra.in/reviews/159323/swydo?sort=most_recent#facets\" target=\"_blank\" rel=\"noopener noreferrer\">George, a PPC Account Manager, complains on Capterra\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>They don't have all the metrics from Advertising platforms, which can be frustrating and sometimes I find the metric pulls completely differently than whats in Google. This can be frustrating from the client as well when they want to see something and can't.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>❌ Custom integrations are limited and developer-heavy\u003C/strong>\u003C/p>\u003Cp>If you’re running campaigns on niche or regional platforms (like Yelp, Basis/Centro, or local ad networks), you’re likely on your own like \u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-9104840\" target=\"_blank\" rel=\"noopener noreferrer\">Albert S.\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>My agency uses several platforms that don't have official integrations on Swydo. Examples: Yelp, Basis (Centro), etc. Trying to get these setup via custom integrations has been difficult (or not possible) without a dedicated developer.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Before we get into the deep dives\u003C/strong>, a reminder that I wasn’t able to test Swydo hands-on, so everything in the following sections is stitched together from their Help Center documentation, official YouTube tutorials, and external YouTube reviews. \u003C/p>\u003Cp>I’ve done my best to get a full picture based on what users actually experience and what Swydo officially supports.\u003C/p>\u003Ch2>Feature Deep Dive #1: Swydo Ease of Use\u003C/h2>\u003Cp>In practice, ease of use should mean that anyone on your team can build or tweak a client report, whether they’re a senior data analyst or a junior account manager. You shouldn’t have to sit through hours of tutorials just to pull a Google Ads report or align time frames across widgets.\u003C/p>\u003Cp>Let’s see how Swydo fares.\u003C/p>\u003Ch3>Are there ready-to-use templates and drag-and-drop features?\u003C/h3>\u003Cp>\u003Ca href=\"https://help.swydo.com/en/articles/10506077-report-templates\" target=\"_blank\" rel=\"noopener noreferrer\">Swydo offers ready-made templates\u003C/a> for platforms like Google Ads, Meta, and LinkedIn, and also lets you build your own master templates. \u003C/p>\u003Cp>Once inside a report, you \u003Ci>can\u003C/i> move widgets around. The UI supports a basic drag-and-drop mechanic—you click and hold a widget, then drag it into place. You can also resize widgets and control display settings (e.g., auto hide tables or toggle scroll bars). \u003C/p>\u003Cp>To delete a chart, click the three-dot menu and remove it. \u003C/p>\u003Cp>Swydo’s drag-and-drop lives inside a structured grid layout, and most customization happens through settings menus, not visual manipulation. There’s a bit of a learning curve, and from reviews, it doesn’t seem like the most user-friendly experience.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_drag_and_drop_02652083b8.png\" alt=\"\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.youtube.com/watch?v=sAN57FhbPG0\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>Now compare that to Whatagraph’s fluid interface built for easy visual iteration:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_drag_and_drop_feature_52a7d1f60d.gif\" alt=\"Whatagraph Drag And Drop Feature - Report builder interface with widgets and data visualization.\">\u003C/p>\u003Cp>\u003Cstrong>Let’s go 10 steps further. \u003C/strong>\u003C/p>\u003Cp>With Whatagraph, you won’t even need to worry about drag-and-drop—you can get AI to create reports and widgets automatically, in seconds.\u003C/p>\u003Cp>All you need to do is:\u003C/p>\u003Col>\u003Cli>Create a blank report.\u003C/li>\u003Cli>Type in a prompt for any kind of widget, chart or graph you want to create.\u003C/li>\u003C/ol>\u003Cp>And AI will automatically create that widget, chart, or graph with the data you want to see.\u003C/p>\u003Cp>Want to change that widget into a different graph? Just ask AI to edit the widgets however you want, and it applies the changes on your behalf. \u003C/p>\u003Cp>Plus, AI can also generate performance summaries in 18 different languages and 4 content types (summaries, recommendations, wins, or issues) based on the data on your report.\u003C/p>\u003Cp>See how it works here:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Widget_generation_with_AI_f31b7194ba.gif\" alt=\"Widget generation with AI.gif\">\u003C/p>\u003Cp>All of this means with Whatagraph, you don’t need to:\u003C/p>\u003Cp>✅ Waste time manually writing performance summaries or creating widgets\u003C/p>\u003Cp>✅ Watch hours of YouTube videos or read documentation to learn how to create a report\u003C/p>\u003Cp>✅ Wrangle with broken reports or widgets \u003C/p>\u003Cp>AI takes care of all that for you.\u003C/p>\u003Ch3>How easy and fast is editing dozens of reports?\u003C/h3>\u003Cp>Swydo \u003Ci>offers\u003C/i> bulk editing functionality through linked templates, but with a brittle, one-way workflow.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_report_editor_58643147b6.png\" alt=\"Swydo report editor - A report editor interface with data source options.\">\u003C/p>\u003Cp>\u003Ca href=\"https://help.swydo.com/en/articles/5469583-how-to-manage-linked-reports\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Here’s how it works:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>You can link a report to a master template. Any changes to the template (like adding a widget or metric) will auto-update in all linked reports.\u003C/li>\u003Cli>BUT once a report is linked, you can’t edit it structurally (no adding/removing widgets, no layout changes).\u003C/li>\u003Cli>And if you want to make even a small adjustment, you have to unlink the report.\u003C/li>\u003C/ul>\u003Cp>And once unlinked, it’s \u003Ci>permanently\u003C/i> independent.\u003C/p>\u003Cp>This is what their help center says: “Be aware that if you unlink a report from the template, it stays independent and cannot be relinked later.”\u003C/p>\u003Cp>Swydo locks you into a choice: standardize \u003Ci>or\u003C/i> customize.\u003C/p>\u003Cp>In Whatagraph, you can \u003Ci>also \u003C/i>create a master template and link multiple reports to it, but with much more flexibility that actually respects your reporting process.\u003C/p>\u003Cul>\u003Cli>When you edit the template, changes \u003Ci>do\u003C/i> cascade to all linked reports—same as Swydo.\u003C/li>\u003Cli>BUT Whatagraph still lets you override individual elements \u003Ci>within\u003C/i> the linked report:\u003Cul>\u003Cli>You can add/remove widgets\u003C/li>\u003Cli>Change filters\u003C/li>\u003Cli>Adjust layout blocks\u003C/li>\u003C/ul>\u003C/li>\u003C/ul>\u003Cp>And \u003Ci>still\u003C/i> remain linked to the master template.\u003C/p>\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/8dab10a32da9435aa71057c1806f6bef?sid=d3f91483-201c-403c-a3ab-b7861bb56662\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"></iframe></div>\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Swydo offers basic drag-and-drop and template linking, but editing happens in rigid grids and nested menus. Bulk updates work, until you need a one-off change, and then you're stuck managing it manually.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #2: Swydo Integrations\u003C/h2>\u003Cp>If the metrics don’t pull cleanly, if your platform doesn’t support a key data source, or if you’re stuck exporting CSVs every month, “automated reporting” suddenly becomes a part-time job.\u003C/p>\u003Cp>So how does Swydo hold up when it comes to plugging into the tools you actually use?\u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>As of July 2025, Swydo supports 37 native integrations, covering most of the big players: Google Analytics, Facebook Ads, Microsoft Ads, YouTube, Mailchimp, HubSpot, etc.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_integrations_63b1ebe1b4.png\" alt=\"Swydo Integrations - Data integration platform featuring logos of multiple advertising and analytics services.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.swydo.com/integrations/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>That sounds decent—until you compare it to Whatagraph’s 57+ connectors and quickly realize…\u003C/p>\u003Cp>\u003Cstrong>If I can fit all your integrations in one clean, legible screenshot…it’s not enough for most marketing agencies. ✨\u003C/strong>\u003C/p>\u003Cp>And \u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-9660693\" target=\"_blank\" rel=\"noopener noreferrer\">user reviews like Alana F.’s\u003C/a> agree:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>I wish Swydo integrated with my social media management tool…they do offer an option to input KPIs, which is helpful manually, but it would make it even easier if they offered integration with certain social management tools.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>With Swydo, I can fit all integrations into a neat screenshot.\u003C/p>\u003Cp>With Whatagraph, I have to scroll. \u003Ci>That’s \u003C/i>where the money is. (Literally and figuratively.)\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_integrations_75ab3bbd39.png\" alt=\"Whatagraph Integrations - Page displaying a list of integrations, organized by category.\">\u003C/p>\u003Cp>\u003Cstrong>And if you’re wondering about less common but widely-used marketing platforms like Amazon Ads, DV360, or Campaign Monitor, Swydo doesn’t support them out of the box.\u003C/strong>\u003C/p>\u003Cp>But Whatagraph does, natively.\u003C/p>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>Swydo gets points for covering core platforms, but when it comes to data accuracy and stability, the experience can be hit-or-miss.\u003C/p>\u003Cp>Multiple users report incomplete or unreliable data pulls, especially for more specialized ad formats and ecommerce platforms:\u003C/p>\u003Cp>And these complaints often come from five-star reviewers like \u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-11157959\" target=\"_blank\" rel=\"noopener noreferrer\">Tami W.\u003C/a>: \u003C/p>\u003Cp>“Missing some of the LI Message ad analytics”\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/swydo/reviews/swydo-review-10529544\" target=\"_blank\" rel=\"noopener noreferrer\">Another one says\u003C/a>:\u003C/p>\u003Cp>“I purchased swydo for the Klaviyo integration - not many other platforms offer this. However, the revenue is often broken and/or does not pull in so that is a bit frustrating, but I think that is more on Klaviyo's side as their API is so cumbersome and constantly changing.”\u003C/p>\u003Cp>Fair enough. Sometimes the issue is upstream.\u003C/p>\u003Cp>But for the end user—or the agency delivering the report—it doesn’t really matter whether it’s Swydo’s fault or Klaviyo’s. The data’s still broken, and your team still has to patch the hole.\u003C/p>\u003Ch3>Can you connect custom APIs or upload offline data?\u003C/h3>\u003Cp>Swydo technically supports custom data via Google Sheets, which is helpful if you need to plug in third-party metrics not covered by native integrations. That’s the workaround.\u003C/p>\u003Cp>But it’s still…a workaround.\u003C/p>\u003Cp>There’s no built-in no-code API connector, no CSV upload tool, and no direct support for data warehouses like BigQuery. \u003C/p>\u003Cp>Whatagraph, on the other hand, builds in multiple ways to handle non-standard data:\u003C/p>\u003Cul>\u003Cli>Google Sheets\u003C/li>\u003Cli>BigQuery\u003C/li>\u003Cli>Custom API\u003C/li>\u003Cli>CSV uploads for one-off reports or offline metrics\u003C/li>\u003C/ul>\u003Cp>And if you ever find an integration’s not working correctly, our lovely customer support team replies in under 4 minutes via live chat, and we resolve issues within 4 hours. \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Swydo supports 37 core integrations, but struggles with niche platforms, missing metrics, and fragile data syncs. There’s no CSV upload, no BigQuery support, and custom data often means duct-taping a Google Sheet.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #3: Swydo Data Organization, Filtering, and Blending\u003C/h2>\u003Cp>Pulling metrics is just the first step. What you really need is control over how that data is grouped, sliced, blended, and packaged for different clients.\u003C/p>\u003Cp>So how does Swydo handle that side of things?\u003C/p>\u003Ch3>Can you blend data easily or create custom metrics and dimensions?\u003C/h3>\u003Cp>Swydo’s newly-released Combined Data Sources feature lets you merge performance data from up to five ad platforms, like Google Ads, Meta, TikTok, and Microsoft Ads, into a single widget. You can display blended KPIs like cost, clicks, impressions, and conversions in tables, donut charts, or treemaps.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_data_blending_e6c5d97c4d.png\" alt=\"Swydo data blending - A dialog box titled \">\u003C/p>\u003Cp>\u003Ca href=\"https://help.swydo.com/en/articles/10756291-how-to-combine-data-sources-in-widgets-or-kpis\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>But this is data blending-lite.\u003C/p>\u003Cp>\u003Cstrong>Now, here’s what you \u003C/strong>\u003Ci>\u003Cstrong>can’t\u003C/strong>\u003C/i>\u003Cstrong> do:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Create your own calculated metrics or formulas.\u003C/li>\u003Cli>Blend across non-ad platforms (e.g., GA4 + CRM + ecommerce).\u003C/li>\u003Cli>Mix platform-specific metrics that don’t have exact equivalents.\u003C/li>\u003Cli>Control currency or date normalization across platforms.\u003C/li>\u003C/ul>\u003Cp>For example, if your first data source is set to USD and the second to GBP, the total spend will be converted, but not uniformly explained. And if you try to blend conversions from Google Ads with Meta, Swydo might drop the metric entirely depending on compatibility.\u003C/p>\u003Cp>There’s no formula builder, no ability to create custom dimensions, and no logic-based grouping like “campaign name contains X.”\u003C/p>\u003Cp>\u003Cstrong>Now compare that to Whatagraph’s functionality:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Blend data from any platform, including GA4, Shopify, HubSpot, etc.\u003C/li>\u003Cli>Apply custom formulas across sources.\u003C/li>\u003Cli>Normalize currencies and date ranges.\u003C/li>\u003Cli>Build multi-source tables and apply logic at the field level.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>See how Whatagraph groups, blends, unifies, and, aggregate your data with \u003C/strong>\u003Ca href=\"https://whatagraph.com/organize\">\u003Cstrong>Organize\u003C/strong>\u003C/a>\u003Cstrong>:\u003C/strong>\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=AUCHztiwV4Y\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/AUCHztiwV4Y\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp> \u003C/p>\u003Ch3>What kind of filtering can you do in Swydo?\u003C/h3>\u003Cp>Based on information from their \u003Ca href=\"https://www.youtube.com/watch?v=JPVA9t2k4x8\" target=\"_blank\" rel=\"noopener noreferrer\">YouTube tutorial\u003C/a>, Swydo offers straightforward filtering that works well for basic use cases:\u003C/p>\u003Cul>\u003Cli>Filter by time period, like last 30 days, custom date ranges, etc.\u003C/li>\u003Cli>Add dimensions like day, keyword, device, campaign, etc.\u003C/li>\u003Cli>Exclude values manually by tag, keyword, or campaign\u003C/li>\u003Cli>Sort results by metric values (e.g. CPC, conversions)\u003C/li>\u003C/ul>\u003Cp>Each widget automatically picks up your report-level date range unless overridden, and you can add filters per widget for more control.\u003C/p>\u003Cp>You can also create custom metrics by applying formulas on existing metrics (e.g., ad spend + 20% markup). These formulae can then be used in widgets.\u003C/p>\u003Cp>As far as I can tell, in Swydo, filters are widget-specific. You add them one-by-one while setting up each chart or table.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage\u003C/strong>: Your entire report is dynamic. Your clients can open the Data Drawer and change dimensions or metrics on the fly—without touching the underlying report. \u003C/p>\u003Cp>You also get \u003Ca href=\"https://help.whatagraph.com/en/articles/6389747-how-to-create-a-source-filter-and-a-source-variant\">source-level filters\u003C/a> that apply globally. One click, and it updates everything:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_source_filter_9d19a6d06d.gif\" alt=\"Whatagraph Source Filter - Dialog box for adding a source filter in Google Ads.\">\u003C/p>\u003Ch3>How can you manage clients on Swydo?\u003C/h3>\u003Cp>Swydo organizes your reporting workspace around individual client profiles. Each client gets their own space with connected data sources, assigned team members, and a customizable dashboard.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Add client logos and contacts to personalize reports.\u003C/li>\u003Cli>Assign teammates to specific clients for access control.\u003C/li>\u003Cli>Connect data sources like Google Ads, Facebook, etc.\u003C/li>\u003Cli>Set up Monitoring Boards with KPI widgets for real-time tracking.\u003C/li>\u003Cli>Configure alerts if key metrics fall below target thresholds.\u003C/li>\u003Cli>Archive clients without losing data (and without paying for unused accounts).\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_clients_management_4c8058e2a2.png\" alt=\"Swydo Clients Management - Clients management interface with search, filters, and a list of clients.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.youtube.com/watch?v=r8A1KtcZ_No\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>But keep in mind: everything is still fairly siloed. There's no global dashboard for viewing cross-client performance, and automation between client workspaces is limited compared to tools like Whatagraph.\u003C/p>\u003Cp>In Whatagraph, you get automation at \u003Ci>scale\u003C/i> with everything housed in a single reporting environment:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Folder-based reports\u003C/strong>: Organize by client, campaign, or any category. No separate accounts needed; all reports live under one agency umbrella.\u003C/li>\u003Cli>\u003Cstrong>Overview and source filters\u003C/strong>: Use the Overview feature to monitor all clients in one dashboard, and apply filters across every report instantly. \u003C/li>\u003C/ul>\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>[note color-variant=\"1\"]\u003Cbr>Swydo covers the basics—blending up to 5 ad sources, widget-level filters, and simple client folders. But if you're juggling 10+ clients, it starts to creak. No custom dimensions. No formula builder. No cross-client views. \u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #4: Swydo Reports and Dashboards\u003C/h2>\u003Cp>Can Swydo help you build slick, useful, repeatable reports without burning hours?\u003C/p>\u003Cp>Let’s break it down.\u003C/p>\u003Ch3>How are reports built (templates vs. custom)?\u003C/h3>\u003Cp>Swydo gives you two options:\u003C/p>\u003Cul>\u003Cli>Start from a prebuilt template for common platforms (Google Ads, Meta, LinkedIn, etc.)\u003C/li>\u003Cli>Or create a custom report from scratch using widgets and KPIs.\u003C/li>\u003C/ul>\u003Cp>Templates are helpful, but rigid. Once you link a report to a template, customization is heavily limited unless you unlink (which, by the way, you can’t undo).\u003C/p>\u003Cp>If you need wiggle room or want to tweak layouts for different clients, you’ll either need to build from scratch or clone and unlink manually.\u003C/p>\u003Ch3>What can you \u003Ci>actually\u003C/i> customize?\u003C/h3>\u003Cp>Swydo gives you decent control over the \u003Ci>look\u003C/i> of your reports, but less so over the \u003Ci>structure\u003C/i>.\u003C/p>\u003Cp>\u003Cstrong>They themselves admit that there are “limited white-labeling options compared to competitors.”\u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://www.youtube.com/watch?v=emhjR59W_WM\" target=\"_blank\" rel=\"noopener noreferrer\">Here’s what you can customize\u003C/a>:\u003C/p>\u003Cp>\u003Cstrong>For branding and styling your reports, you can:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Set brand colors, fonts, and background images.\u003C/li>\u003Cli>Customize chart colors and add borders.\u003C/li>\u003Cli>Create reusable brand templates across all clients.\u003C/li>\u003Cli>White-label reports by removing Swydo’s footer logo.\u003C/li>\u003Cli>Send reports from a custom domain + email (with some setup).\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>❌ But here’s what you \u003C/strong>\u003Ci>\u003Cstrong>can’t\u003C/strong>\u003C/i>\u003Cstrong> do in Swydo:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Change layouts freely or design fully responsive sections.\u003C/li>\u003Cli>Embed third-party content (videos, forms, calendars, etc.).\u003C/li>\u003Cli>Apply global design rules (e.g., dark theme for all reports).\u003C/li>\u003Cli>Let clients interactively swap views like in Whatagraph.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>If you don’t want to hit a ceiling on customization, Whatagraph gives you full creative control.\u003C/strong>\u003C/p>\u003Cp>Define brand themes, style individual widgets, and apply your exact colors at the global, report, or widget level.\u003C/p>\u003Cp>Plus, send reports from your own domain and email—no extra tools, no DNS headaches, no branding gaps.\u003C/p>\u003Cp>\u003Cstrong>And now, Whatagraph’s new AI-powered branding assistant takes your visual identity and applies it across the entire report:\u003C/strong>\u003C/p>\u003Col>\u003Cli>Open a report.\u003C/li>\u003Cli>Upload your brand book (or just type “Use my brand’s colors and Montserrat font”).\u003C/li>\u003Cli>AI detects the styles and rolls them out across every chart, widget, and page.\u003C/li>\u003C/ol>\u003Cp>You can still tweak the final look manually, or hit send and call it done. Either way, you’ve got a professional, on-brand report in seconds.\u003C/p>\u003Cp>This is the Whatagraph way.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Report_customization_with_AI_on_Whatagraph_a61548365c.gif\" alt=\"Report Customization With Ai On Whatagraph - Analytics dashboard showing campaign data with metrics and visualizations.\">\u003C/p>\u003Ch3>What are your sharing options (and how automated/efficient are they)?\u003C/h3>\u003Cp>\u003Ca href=\"https://help.swydo.com/en/articles/10037906-sharing-your-reports\" target=\"_blank\" rel=\"noopener noreferrer\">According to their documentation\u003C/a>, here’s what’s available:\u003C/p>\u003Cp>\u003Cstrong>1. Swydo lets you set up recurring scheduled report deliveries (daily, weekly, monthly) with full control over:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Timezone matching for each client.\u003C/li>\u003Cli>Delivery format, like PDF attachment, inline PDF, or dashboard link.\u003C/li>\u003Cli>Date ranges and comparisons (e.g., MoM, YoY).\u003C/li>\u003Cli>Failure handling where you choose to skip sending if data targets aren’t met. (This is a pretty nifty feature).\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>2. You can also send ad hoc reports with a custom note, which is great for urgent updates or QBRs\u003C/strong>.\u003Cstrong> \u003C/strong>But this is manual. There’s no option to templatize or batch-send across multiple clients.\u003C/p>\u003Cp>\u003Cstrong>3. Generate a unique link for any dashboard. \u003C/strong>Clients can explore updated data anytime. You can:\u003C/p>\u003Cul>\u003Cli>Allow or restrict date range changes.\u003C/li>\u003Cli>Bookmark the view for quick client access.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>4. Use Swydo’s built-in presentation mode to walk clients through a report in real-time, with:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Highlight tools (laser pointer).\u003C/li>\u003Cli>Direct dashboard integration.\u003C/li>\u003C/ul>\u003Cp>But as far as I have researched, everything is static. \u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage:\u003C/strong> A full-stack automation suite with fail-safes and approvals baked in. Here’s what that actually looks like:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Pre-send review:\u003C/strong> You’re in control. Nothing goes out until you say so. Perfect for sensitive clients or end-of-month recaps that need a second pair of eyes.\u003C/li>\u003Cli>\u003Cstrong>Error detection + send pausing:\u003C/strong> If Whatagraph spots incomplete or corrupted data—say, a connector fails or a metric doesn’t load—it automatically pauses delivery.\u003C/li>\u003Cli>\u003Cstrong>Delivery confirmations:\u003C/strong> Enable real-time “report sent” notifications so you’re never left wondering if something slipped through the cracks.\u003C/li>\u003Cli>\u003Cstrong>Dynamic reports, not static snapshots:\u003C/strong> And since Whatagraph reports are live links, not PDFs frozen in time, clients can adjust date ranges, toggle filters, and explore data on their own, without breaking anything.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_report_automation_fc38a9ae78.png\" alt=\"Whatagraph Report Automation - Form for setting up automated reports, including delivery schedule and review options.\">More importantly. Whatagraph makes data transfers to data warehouses like BigQuery and visualization tools like Swydo easier, reducing manual data handling.\u003C/p>\u003Ch3>What about AI features for insights?\u003C/h3>\u003Cp>From my research as of June 2025 across Swydo’s YouTube tutorials and their help center articles, the reporting software \u003Cstrong>offers \u003C/strong>\u003Ci>\u003Cstrong>no\u003C/strong>\u003C/i>\u003Cstrong> AI features. \u003C/strong>\u003C/p>\u003Cp>If you’re hoping for AI to speed up post-report storytelling or surface outliers, you’ll need another tool… \u003C/p>\u003Cp>…or a powerful all-in-one data visualization and reporting tool like Whatagraph. \u003C/p>\u003Cp>We know innovation isn’t optional in your marketing efforts, which is why Whatagraph’s AI is a meaningful add-on in every workspace, and on \u003Ci>every\u003C/i> plan.\u003C/p>\u003Cp>Here’s what you get:\u003C/p>\u003Cul>\u003Cli>AI-generated summaries in text widgets for quick, digestible commentary.\u003C/li>\u003Cli>An \u003Ca href=\"https://help.whatagraph.com/en/articles/10357615-ai-chatbot\">AI chatbot\u003C/a> that can actually talk to your data—pulling performance highlights, trends, and answers without opening 10 reports.\u003C/li>\u003C/ul>\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>[note color-variant=\"1\"]\u003Cbr>Swydo offers decent templates and automated email scheduling, but customization is rigid and interactivity is limited. There’s no AI, no bulk automation, and no support for advanced layouts or embedded content.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Feature Deep Dive #5: Swydo Customer Support\u003C/h2>\u003Cp>We read all Swydo reviews and complaints from 2025.\u003C/p>\u003Cp>Read on to see what the word on the ground is.\u003C/p>\u003Ch3>Is there a dedicated Customer Success Manager (CSM)?No.\u003C/h3>\u003Cp>\u003Ca href=\"https://www.swydo.com/swydo-enterprise/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>According to their site and help center\u003C/strong>\u003C/a>\u003Cstrong>, support comes via:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>24/5 email & live chat, with human responses within minutes. (I couldn’t personally time the help desk because I don’t have a Swydo workspace, but the 24/5 custom support button opens my email app.)\u003C/li>\u003Cli>A Help Center with DIY resources and how-to videos. \u003C/li>\u003Cli>Free onboarding and account migration services.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_customer_support_center_07ec93ac16.png\" alt=\"Swydo Customer Support Center - Four support options: DIY, Custom, Onboarding, Migration.\">\u003C/p>\u003Cp>So while their reactive support is strong, there’s no \u003Ci>proactive\u003C/i> CSM role guiding adoption and strategy.\u003C/p>\u003Cp>It's more “on-demand help” than “built-in partnership.”\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage:\u003C/strong> \u003Ci>Every\u003C/i> plan comes with a dedicated Customer Success Manager because for us, customer service is more than an add-on—it’s a promise of what we can do for you.\u003C/p>\u003Cp>And our dedication to top-notch customer success is what \u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">clients like Stef Oosterik, Quality Manager at Dtch. Digitals, LOVE about us\u003C/a>. We fix things quickly, and follow up daily on the more complicated ones. \u003C/p>\u003Cp>And if you want us to bring in a new feature, just TELL US. We implement approximately 90% of our clients’ feedback.\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph's support team is very responsive…9 out of 10 cases, the issue gets resolved, and most are fixed within a day. I’d also say 80 to 90% of the necessary features we’ve requested have been implemented.\u003Cbr>[author]Stef Oosterik, Quality Manager at Dtch. Digitals[/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>What are real users saying about their experience about Swydo?\u003C/h3>\u003Cp>Let’s start with the good news: support seems to be one of Swydo’s strong suits.\u003C/p>\u003Cp>\u003Cstrong>I pulled user reviews \u003C/strong>\u003Ci>\u003Cstrong>only\u003C/strong>\u003C/i>\u003Cstrong> from 2025, across G2 and Capterra:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>On G2, 8 out of 27 users went out of their way to praise the support team—calling them friendly and genuinely helpful. \u003C/li>\u003Cli>On Capterra, 6 out of 11 said the same.\u003C/li>\u003C/ul>\u003Cp>But dig a little deeper, and you’ll notice a pattern that hasn’t \u003Ci>entirely\u003C/i> gone away.\u003C/p>\u003Cp>\u003Ca href=\"https://www.capterra.in/reviews/159323/swydo?overall_rating_ge=2&sort=most_recent#facets\" target=\"_blank\" rel=\"noopener noreferrer\">A recent Capterra review\u003C/a> from just 3 months ago drops this warning:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Be very careful with your credit card when dealing with this company [Swydo].\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Swydo_con_on_Capterra_c0879888f6.png\" alt=\"Swydo Con On Capterra - Review from a customer named Razvan, highlighted cons about extra charges.\">\u003C/p>\u003Cp>They were charged extra without warning for going over data limits—and when they asked why, the answer was basically “Well, that’s just how it is.”\u003C/p>\u003Cp>We’ve seen this theme show up in reviews from the past year or two, and we’ve covered it above too: \u003Cstrong>sticker shock, unclear pricing, and sales conversations that feel more aggressive than transparent. \u003C/strong>\u003C/p>\u003Cp>This latest review feels like an echo of those earlier complaints. Especially when sales takes the driver’s seat.\u003C/p>\u003Cp>They seem to have improved in 2025, but when it comes to money, a little caution never hurts.\u003C/p>\u003Cp>\u003Cstrong>If you want to steer clear of tools that bury the fine print or quietly charge extra for exceeding data limits, Whatagraph keeps it clean.\u003C/strong>\u003C/p>\u003Cp>You scale \u003Ci>intentionally\u003C/i>, not accidentally. \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>No CSMs, no strategic onboarding. Just live chat, email, and a DIY Help Center—it’s solid reactive support, but don’t expect a partner in your corner.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use Swydo and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Swydo if…\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You’re a lean team focused on ad reporting only:\u003C/strong> Swydo is built for paid media teams running performance dashboards on Google, Meta, LinkedIn, and co.\u003C/li>\u003Cli>\u003Cstrong>You want fast setup and PDF-based delivery:\u003C/strong> The templates are ready, the interface is mostly clean, and scheduled emails make monthly updates easy.\u003C/li>\u003Cli>\u003Cstrong>You’re okay with some limits on blending, branding, and AI:\u003C/strong> If basic charts, siloed filters, and no CSMs work for you, Swydo might check the boxes.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Choose Whatagraph if…\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You manage multiple clients or cross-channel data\u003C/strong>: Blend CRM, ecommerce, web, and ad data—no compatibility issues, no extra connector fees.\u003C/li>\u003Cli>\u003Cstrong>You care about full brand control and dynamic delivery:\u003C/strong> Style every widget, use custom domains, and send live dashboards instead of static snapshots.\u003C/li>\u003Cli>\u003Cstrong>You want AI, automation, and real support baked in:\u003C/strong> Every plan includes a CSM, AI summaries, error detection, and pre-send approvals.\u003C/li>\u003C/ul>\u003Cp>See how effortless client reporting can be. \u003Ca href=\"https://whatagraph.com/book-a-call\">Book a Whatagraph demo\u003C/a> and get unlimited connectors, live dashboards, and human support that actually shows up.\u003C/p>",{"id":1527,"description":1528,"items":1529},384,"Have more questions about Swydo? We answered them here. ",[1530,1534,1538],{"id":1531,"question":1532,"answer":1533},1519,"How safe is Swydo?","\u003Cp>\u003Cspan style=\"color:#000000;\">Swydo uses third-party hosting partners for infrastructure and connects to platforms like Google Ads and GA4 via real-time API calls, not stored data. That means your data isn’t saved or shared, and only you can access it through your connected accounts.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">However, the \u003C/span>\u003Ca href=\"https://www.swydo.com/data-privacy-and-storage-security/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>security documentation\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> is two paragraphs of text. That’s all. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">\u003Cstrong>There’s no mention of SOC 2, ISO certifications, GDPR compliance, encryption standards, or data recovery protocols, so enterprise teams especially may want to dig deeper before fully committing.\u003C/strong>\u003C/span>\u003C/p>",{"id":1535,"question":1536,"answer":1537},1520,"What are some Swydo alternatives?","\u003Cp>\u003Cspan style=\"color:#000000;\">Top Swydo alternatives include:\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">1. Whatagraph (for deeper customization and multi-client automation)\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">2. Databox (for mobile dashboards and a generous free plan)\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">3. Looker Studio (for Google-native users who need flexibility but can handle a steeper learning curve).\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">Check out our \u003C/span>\u003Ca href=\"https://whatagraph.com/blog/articles/swydo-alternatives-and-competitors\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Swydo alternatives\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> guide for details. \u003C/span>\u003C/p>",{"id":1539,"question":1540,"answer":1541},1521,"Is Swydo worth it?","\u003Cp>\u003Cspan style=\"color:#000000;\">That depends on what you’re looking for in terms of time savings and value for money.\u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">If you need decent report templates and basic multi-channel reports, Swydo’s a solid mid-tier choice. But if you want advanced blending, full brand control, or automation at scale, you’re going to hit a ceiling fast.\u003C/span>\u003C/p>",{"id":1543,"metaTitle":565,"metaDescription":1544,"addNoIndex":15,"canonicalURL":31,"metaImage":1545},1947,"Get an in-depth Swydo review to learn if it’s the right choice for you. Find pricing, feature deep-dives, customer support, and real user reviews.",{"id":1481,"name":1482,"alternativeText":1483,"caption":31,"width":636,"height":637,"formats":1546,"hash":1490,"ext":292,"mime":293,"size":1491,"url":1492,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1493,"updatedAt":1494},{"thumbnail":1547},{"ext":292,"url":1486,"hash":1487,"mime":293,"name":1488,"path":31,"size":1489,"width":439,"height":440},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575,"image":1549,"author":1564,"content":1585,"faq":1595,"seo":1615},{"id":1550,"name":1551,"alternativeText":1552,"caption":31,"width":1413,"height":1414,"formats":1553,"hash":1559,"ext":292,"mime":293,"size":1560,"url":1561,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1562,"updatedAt":1563},15177,"adverity review.png","Adverity review",{"thumbnail":1554},{"ext":292,"url":1555,"hash":1556,"mime":293,"name":1557,"path":31,"size":1558,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_adverity_8a2e25064d.png","thumbnail_adverity_8a2e25064d","thumbnail_adverity.png",25.94,"adverity_8a2e25064d",228.23,"https://s3.us-east-2.amazonaws.com/whatagraph.com/adverity_8a2e25064d.png","2025-07-28T08:52:25.153Z","2025-07-28T08:55:06.732Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":1565,"articles":1568,"seo":1573,"tool_reviews":1574},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":1566,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":1567},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[1569,1570,1571,1572],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1575,1576,1577,1578,1579,1580,1581,1582,1583,1584],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1586,1592],{"id":66,"__component":585,"target":1587,"features":1588,"pros":1589,"cons":1590,"description":1591},"Large enterprises with existing data infrastructure and dedicated data engineering teams","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Adverity\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Integrations\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">600+ pre-built connectors; supports custom APIs and workarounds for non-native sources\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Stable connections\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Generally stable, but users report issues after updates, leading to broken dataflows\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; built for technical users. Not beginner-friendly for non-technical marketers.\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Data blending\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Strong in data transformation, joining datasets, applying business logic, and cleaning inconsistencies\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Internal dashboards\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Basic, functional dashboards; limited design customization and \"wow\" factor. Not actively promoted\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Customizable reports\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Flexible but scattered manual setup for sharing; white-labeling available but limited in control\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Report sharing & automation\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">Requires external tools for scheduling, formatting, and sharing reports\u003C/span>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>\u003Cspan style=\"color:#000000;\">Security\u003C/span>\u003C/td>\u003Ctd>\u003Cspan style=\"color:#000000;\">SOC 2 Type 2 certified, ISO 27001, GDPR and UK GDPR compliant, California Consumer Privacy Act (CCPA) compliant, Digital Operational Resilience Act (DORA) compliant, EU E-Privacy Directive\u003C/span>\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Massive library of 600+ marketing data connectors\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Powerful and flexible data cleaning and transformation capabilities\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Responsive customer support\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Works well with popular BI tools like Looker Studio or Tableau\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">High cost and complex pricing\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Little to no native reporting or dashboarding features\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Steep learning curve – long implementation and ROI period\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Some data reliability issues\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Fragmented workflow requiring you to learn, use, and pay for multiple different tools\u003C/span>\u003C/li>\u003C/ul>","Adverity is a data integration platform (ETL) designed to extract, transform, and load marketing data into other tools for analysis and reporting. It's not an all-in-one reporting solution but rather a powerful data pipeline for complex data needs.",{"id":1593,"__component":593,"content":1594},91,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At Whatagraph, we live and breathe marketing data every day, and we genuinely care about finding you a marketing reporting tool that will make your life easier.\u003C/p>\u003Cp>\u003Cstrong>Adverity doesn’t hand out free trials (you’ll need to book a sales call for that). So we couldn’t kick the tires ourselves.\u003C/strong>\u003C/p>\u003Cp>So here’s what I did instead:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Scoured user forums:\u003C/strong> Like Reddit, Quora, X, YouTube, and Instagram to see what actual users are saying.\u003C/li>\u003Cli>\u003Cstrong>Read 100+ reviews:\u003C/strong> From trusted platforms like G2, Capterra, GetApp, and TrustRadius.\u003C/li>\u003Cli>\u003Cstrong>Dug into Adverity’s documentation: \u003C/strong>Straight from the horse’s mouth—pricing documentation, how-to videos, and feature pages to get a clear sense of what’s supported (and what’s not).\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Our goal is to help you make an informed decision, whether that leads you to Adverity, to Whatagraph, or to another solution entirely.\u003C/strong>\u003C/p>\u003Ch2>Adverity Pricing\u003C/h2>\u003Cp>Adverity doesn’t do tiered plans you can click “Buy now” on—it’s a full demo, full sales‑call treatment.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_pricing_de4ce5ac80.png\" alt=\"Adverity Pricing - A contact form with email, industry, role, and country fields.\">According to real user \u003Ca href=\"https://www.g2.com/products/adverity/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">reviews aggregated by G2\u003C/a>, Adverity’s licensing and implementation journey breaks down like this:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Implementation:\u003C/strong> On average, companies spend about 2 months getting Adverity fully up and running: mapping data pipelines, configuring connectors, and validating workflows.\u003C/li>\u003Cli>\u003Cstrong>ROI:\u003C/strong> Customers report that it takes roughly 15 months before Adverity’s efficiency gains and consolidated reporting pay back the initial outlay.\u003C/li>\u003Cli>\u003Cstrong>Discount: \u003C/strong>When you bundle services or agree to longer commitments, it’s common to secure around a 9% discount off list pricing.\u003C/li>\u003C/ul>\u003Cp>But \u003Ca href=\"https://azuremarketplace.microsoft.com/en-us/marketplace/apps/adverity.adverity?tab=PlansAndPrice\" target=\"_blank\" rel=\"noopener noreferrer\">on the Microsoft Azure Marketplace, Adverity\u003C/a> flips to a one‑time purchase model: a $200,000 upfront fee covers a full 12‑month subscription.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Microsoft_Azure_marketplace_ee7e20ddc0.png\" alt=\"Microsoft Azure Marketplace - App listing showing pricing plans and features\">If you think $200,000 is a \u003Ci>lot\u003C/i>, we agree. And so does a recent \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11131217\" target=\"_blank\" rel=\"noopener noreferrer\">review on G2 by Technical Marketer Quynten L.\u003C/a>: “it's getting quite expensive.”\u003C/p>\u003Cp>From some of the sales conversations we’ve had at Whatagraph, users report paying \u003Ci>at least\u003C/i> $30,000 annually. Also, Adverity’s pricing model isn’t always straightforward. One prospect described it as “based on number of rows, times this, divided by that”—laid out in a massive Excel spreadsheet. \u003C/p>\u003Cp>If simplicity matters to you, ask the sales team to walk you through a sample quote using your actual data volumes.\u003C/p>\u003Ch3>Key takeaways for your budget\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Calculate the total cost of ownership: \u003C/strong>Adverity is just one piece of your \u003Ca href=\"https://whatagraph.com/blog/articles/best-marketing-analytics-tools\">marketing analytics\u003C/a> stack. Be sure to factor in associated tools like data visualization platforms (e.g. Looker, Power BI, Tableau), API costs, data storage, and any middleware required to stitch it all together.\u003C/li>\u003Cli>\u003Cstrong>Build in implementation time: \u003C/strong>On average, users report a 2-month ramp-up period before Adverity is fully integrated into their workflows. This may involve internal engineering time, vendor support, or both; so plan for it in your project timeline and budget.\u003C/li>\u003C/ul>\u003Ch2>Real User Reviews: What are Customers Saying About Adverity?\u003C/h2>\u003Cp>I dug into the places where users speak freely to gather Adverity feedback: social platforms like YouTube, Instagram, Reddit, and X, as well as trusted review sites like G2, Capterra, and GetApp.\u003C/p>\u003Cp>Here’s the word on the ground:\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">Overall G2 Adverity Rating\u003C/td>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/adverity/reviews\" target=\"_blank\" rel=\"noopener noreferrer\">4.4/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">Overall Capterra Adverity Rating\u003C/td>\u003Ctd style=\"border:0.8999999999999999pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.com/p/162524/DataTap/\" target=\"_blank\" rel=\"noopener noreferrer\">4.5/5\u003C/a> ⭐️\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Adverity pros: What users love\u003C/h3>\u003Cp>\u003Cstrong>✅ Easy data integrations and connections\u003C/strong>\u003C/p>\u003Cp>If you’ve ever wrestled with brittle data pipelines or had to manually patch together five sources before your dashboard loads, you’ll get why this matters. Adverity makes the connection process smooth, especially in its “Connect” space, which users call the “best portion” of the platform.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11285352\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user shares\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The Connect space is the best portion of Adverity because it is so seamless when it comes to creating, loading, and transforming datastreams.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>✅ Flexible scheduling and transformations\u003C/strong>\u003C/p>\u003Cp>Schedule data fetches, build transformations, and join datasets with relative ease. One reviewer called out the platform’s “data quality suite”: a nod to its ability to catch and clean issues before they break reports.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_pros_24c56b0539.png\" alt=\"Adverity Pros - A user review highlighting features and dislikes about Adverity platform.\">\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11105572\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>✅ Room to customize if you’re technically-minded\u003C/strong>\u003C/p>\u003Cp>For data operations teams that like to tinker, Adverity supports a wide range of connectors, and even when a native one isn’t available, experienced users report finding clever workarounds.\u003C/p>\u003Cp>Here’s what a \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10785943\" target=\"_blank\" rel=\"noopener noreferrer\">verified user shared on G2\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>There's a lot of customization possible (if you are more of a techie) and in terms of the connectors many are readily available and if not there's the possibility to find work arounds.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Adverity cons: Where users get frustrated\u003C/h3>\u003Cp>\u003Cstrong>⚠️ Data errors and reliability issues\u003C/strong>\u003C/p>\u003Cp>This came up more than once in the 15 reviews so far in 2025 on G2: unstable pipelines, failed data fetches, and occasional crashes.\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>There are consistent errors in data and failures in fetching data. The platform also crashes sometimes meaning we are late at getting reports out.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_negative_review_0610856f67.png\" alt=\"Adverity Negative Review - Review with 2/5 stars mentioning errors in fetching data.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11287370\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>For a platform this powerful, reliability shouldn’t be a gamble. And while some issues may be edge cases, they were common enough to raise flags for teams on tight delivery timelines.\u003C/p>\u003Cp>\u003Cstrong>⚠️ Steep learning curve\u003C/strong>\u003C/p>\u003Cp>If you're expecting plug-and-play simplicity, be prepared to invest a bit more time in onboarding.\u003C/p>\u003Cp>Here’s what a \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10628122\" target=\"_blank\" rel=\"noopener noreferrer\">verified user shared\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>While Adverity is powerful, it can have a steep learning curve initially, and some advanced features may require more robust documentation or support for seamless use.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>⚠️ Limited built-in tools for exploring and QA’ing your data\u003C/strong>\u003C/p>\u003Cp>Adverity can\u003Ci> move\u003C/i> your data. But when it comes to exploring it, inspecting it, or quickly checking for issues before visualizing, there’s not much built in to help.\u003C/p>\u003Cp>Even \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10782828\" target=\"_blank\" rel=\"noopener noreferrer\">five-star reviewers like Data Analyst Chris B.\u003C/a> specifically call this out:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>While the visualization tool (Explore/Present) offers a lot of basic features, it would be nice to have a BI-style tool for internal use as well.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch2>What Does Adverity Genuinely Do Well?\u003C/h2>\u003Cp>Adverity is a data integration platform built to do one thing really well: move your marketing data where it needs to go: cleanly, reliably, and on schedule. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_ETL_platform_2b9f688846.png\" alt=\"Adverity ETL Platform - Diagram illustrating ETL process flow with database icons and transformation gears.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.adverity.com/blog/what-is-etl-in-data\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>A classic \u003C/strong>\u003Ca href=\"https://whatagraph.com/blog/articles/etl-data-migration\">\u003Cstrong>ETL\u003C/strong>\u003C/a>\u003Cstrong> platform, Adverity’s core strengths fall into three buckets:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Extract:\u003C/strong> Extract structured and unstructured data from marketing platforms, CRMs, cloud storage buckets, and custom APIs.\u003C/li>\u003Cli>\u003Cstrong>Transform: \u003C/strong>Once your data’s in the pipeline, Adverity helps you turn it into something usable. You can:\u003Cul>\u003Cli>Join datasets from different sources.\u003C/li>\u003Cli>Apply business logic and mappings.\u003C/li>\u003Cli>Clean up inconsistencies in naming conventions or field types.\u003C/li>\u003Cli>Standardize currencies, time zones, and date formats.\u003C/li>\u003Cli>Enrich fields using lookup tables or external references.\u003C/li>\u003Cli>Schedule data transformations to run automatically.\u003C/li>\u003C/ul>\u003C/li>\u003Cli>\u003Cstrong>Load:\u003C/strong> Once your data’s been cleaned and shaped, Adverity can push it out to your data warehouse, business intelligence (BI) tool, or data lake of choice: Snowflake, BigQuery, Amazon S3, Tableau, Looker, Power BI, and more.\u003C/li>\u003C/ul>\u003Cp>That said, it’s important to know what Adverity is and what it’s \u003Ci>not\u003C/i>.\u003C/p>\u003Cp>Adverity positions itself as a data integration platform, not an \u003Ca href=\"https://whatagraph.com/features\">all-in-one marketing reporting solution\u003C/a> like Whatagraph. \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>\u003Cbr>That means you won’t get a single source of truth within Adverity itself. There's no built-in visualization layer powerful enough to give marketers direct, at-a-glance performance reporting.\u003C/p>\u003Cp>And that’s where things can start to break down, especially if you don’t have a team of data analysts backing your workflows.\u003C/p>\u003Cp>Let’s go deep into it.\u003C/p>\u003Ch2>Adverity Deep Dive #1: Data Pulling and Connectors\u003C/h2>\u003Cp>If your ETL platform can’t talk to all those tools (and talk to them consistently), you’re the one left untangling broken pipelines and scrambling to fill gaps in client reports.\u003C/p>\u003Cp>This is where Adverity stakes its claim: it promises to connect to everything. But what does “everything” actually mean? And does it hold up under real-world pressure?\u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>Adverity offers \u003Ca href=\"https://www.adverity.com/data-connectors\" target=\"_blank\" rel=\"noopener noreferrer\">600+ pre-built connectors\u003C/a>, covering a wide range of ad platforms, analytics tools, social media platforms, CRMs, ecommerce platforms, and databases. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_docs_3b74a81495.png\" alt=\"Adverity Docs - Documentation page with connectors like Facebook, Google, and LinkedIn.\">From mainstream tools like Google Ads, Google Analytics, and LinkedIn Ads to more specialized sources like Adjust, StackAdapt, or Rakuten Advertising, Adverity aims to be the connective tissue in your stack.\u003C/p>\u003Cp>\u003Cstrong>While 600+ sounds impressive, availability doesn’t always equal \u003C/strong>\u003Ci>\u003Cstrong>utility\u003C/strong>\u003C/i>\u003Cstrong>. \u003C/strong>\u003C/p>\u003Cp>For example, even at 600+ data sources, Adverity doesn’t offer a crucial integration for SEO data management: \u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">SE Ranking\u003C/a>. (Whatagraph does, BTW.)\u003C/p>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>For the most part, Adverity’s connectors are stable, especially when pulling from large, well-documented APIs like Google, Meta, or LinkedIn. Once a connection is up and running, it usually stays that way.\u003C/p>\u003Cp>But there are two caveats worth flagging.\u003C/p>\u003Cp>\u003Cstrong>1. Things can (and do) break after updates.\u003C/strong>\u003C/p>\u003Cp>Several users report issues when Adverity pushes a new version: dataflows break, connectors drop, and suddenly you’re scrambling to troubleshoot. As one \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11294495\">Data Engineer put it\u003C/a>:\u003C/p>\u003Cp>“When Adverity releases a new version, it can introduce unexpected issues that break existing dataflows or connections. These post-update instabilities can disrupt operations and require urgent troubleshooting, which is frustrating for ongoing workflows.”\u003C/p>\u003Cp>\u003Cstrong>2. This is where the “Frankenstack” first rears its head.\u003C/strong>\u003C/p>\u003Cp>Even if Adverity’s connection side is solid, your visualization layer might not be. We’ve seen it firsthand: a perfectly working ETL pipeline suddenly fails to populate a Looker Studio (formerly Google Data Studio) dashboard. \u003C/p>\u003Cp>And now you’re in limbo. You’re contacting\u003Ci> two \u003C/i>separate support teams to solve \u003Ci>one\u003C/i> faulty data point. Meanwhile, your client’s dashboard is blank, your report is late, and you’re still waiting to see which platform broke your marketing reporting.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/The_old_way_vs_Whatagraph_advantage_9467258b24.jpeg\" alt=\"The Old Way Vs Whatagraph Advantage - Diagrams show Whatagraph is a simpler marketing platform than the old way.\">\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage: \u003C/strong>We’re pretty proud of our rock-solid 99.95% up-time guarantee. Our platform doesn’t break during updates. And say we \u003Ci>do\u003C/i> go down, you only have to contact \u003Ci>one\u003C/i> support team. (Us!) Plus, our Product Engineers immediately get a Bat-signal wherever they are to fix the issue pronto. \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Adverity’s connections are generally reliable, but no ETL tool operates in a vacuum. If your stack is fragmented across multiple tools, you’re one broken link away from a data fire drill.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Adverity Deep Dive #2: UX and Usability\u003C/h2>\u003Cp>You can have all the data functionality in the world, but if no one on your team can use the tool without pulling in a developer…it’s dead weight.\u003C/p>\u003Cp>You won’t always have an engineer on hand to fix broken dashboards or tweak one out-of-place metric in real time.\u003C/p>\u003Cp>So the real test is this: can a non-technical team member—a junior analyst, a client account manager, even your social media intern—log in and handle the basics confidently?\u003C/p>\u003Cp>Let’s look at Adverity’s reviews and complaints.\u003C/p>\u003Ch3>Is the interface intuitive and modern?\u003C/h3>\u003Cp>Adverity’s interface is structured, but not exactly intuitive. The platform is divided into three areas: Connect Data, Manage Data, and Use Data, which contain familiar components like Datastreams, Authorizations, Dashboards, and Destinations.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_datastream_setup_52a980384b.png\" alt=\"Adverity Datastream Setup - Datastream interface with a tour welcome message.\">\u003C/p>\u003Cp>To test it out, I walked through Adverity’s interactive G2 demo, which simulates onboarding for setting up a \u003Ca href=\"https://whatagraph.com/blog/articles/create-facebook-ads-report\">Facebook Ads\u003C/a> connector. \u003C/p>\u003Cp>Here’s what the flow looked like:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>17 steps total for a single datastream setup.\u003C/strong>\u003C/li>\u003Cli>The first steps: create a data stream → select connector → authorize the connection → configure settings.\u003C/li>\u003Cli>\u003Cstrong>By step 7, you’re still not done.\u003C/strong>\u003C/li>\u003Cli>You ingest the data, run a fetch, and only then get a definition of what a datastream actually is.\u003C/li>\u003Cli>Scheduling is handled via toggle which is a cool feature, but the system still defaults to UTC, so if daylight saving hits, you’re on your own. And this is a user gripe too, BTW.*\u003C/li>\u003Cli>Then comes transformation setup and data quality monitoring like duplication and other warnings.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_data_connector_d9cdac64b1.png\" alt=\"\">\u003C/p>\u003Cp>Now, is this comprehensive? Yes.\u003C/p>\u003Cp>Is it fast? Technically…it’s positioned as a “2-minute tour.”\u003C/p>\u003Cp>The tool assumes a certain level of technical fluency. Even the microcopy leans into jargon: terms like “ingest” and “datastream” show up without much hand-holding. And if you have to leave the workspace to dig into their help documentation, I don’t call that intuitive. \u003C/p>\u003Cp>\u003Cstrong>*That timezone detail is important especially if you’re working with international clients across continents\u003C/strong>. \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11289023\" target=\"_blank\" rel=\"noopener noreferrer\">Here’s how one verified user put it\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>API schedules are in UTC format, so during BST, we either have to amend all data streams by an hour or advise end users data will be available 1 hour later during summer months.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_API_schedule_206142e026.png\" alt=\"Here's the alt text for the image:\n\nAdverity API schedule - Schedule dialog box for Datastreams with time settings.\">\u003C/p>\u003Cp>That’s not a small detail when clients are expecting real-time dashboards where \u003Ci>they\u003C/i> are.\u003C/p>\u003Cp>Plus, the user interface leans heavily on muted grays and a dull blue color palette that feels straight out of early-2010s enterprise software. The color contrast isn’t always strong, which could pose issues for users with visual impairments or color sensitivity.\u003C/p>\u003Cp>And when I say Adverity doesn’t feel “modern,” that’s not a vague jab at the UI. It’s a \u003Ci>felt \u003C/i>difference, especially when you compare it to a visually-stunning platform like Whatagraph.\u003C/p>\u003Cp>\u003Cstrong>For example, in the Whatagraph report below, you’ve got:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Clearly signposted buttons (“Reports,” “Preview,” “Actions”).\u003C/li>\u003Cli>Bright, engaging colors that help you stay visually oriented.\u003C/li>\u003Cli>Instant access to help tools, right there in the UI.\u003C/li>\u003Cli>A real sense of hierarchy and space that makes it easy to scan.\u003C/li>\u003Cli>A visual experience that invites playful exploration rather than hesitation.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_report_dashboard_53dcae2277.png\" alt=\"Whatagraph report dashboard - A dashboard with charts, data tables, and a report editing sidebar.\">\u003C/p>\u003Ch3>Is Adverity truly beginner-friendly for everyone on your team? \u003C/h3>\u003Cp>Short answer: no.\u003C/p>\u003Cp>If you’re a technical user, the interface gives you power and flexibility. \u003C/p>\u003Cp>But if you’re a junior team member, a generalist, or just someone who doesn’t live inside a data pipeline all day (like me), expect to need some onboarding support. And/or a lot of Googling.\u003C/p>\u003Cp>“Time consuming to onboard some clients data,” \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10299594\" target=\"_blank\" rel=\"noopener noreferrer\">says Charlotte O.\u003C/a> \u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Adverity gives technical teams control, but that control comes at the cost of accessibility. If you're scaling or trying to empower non-technical marketers to own more of the reporting process, be prepared to invest in training.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Adverity Deep Dive #3: Visualization and Reporting\u003C/h2>\u003Cp>For marketing teams and agencies, reporting\u003Ci> is\u003C/i> the product. \u003C/p>\u003Cp>So let’s talk about how Adverity handles the final mile. \u003C/p>\u003Ch3>Can Adverity dashboards actually impress your clients?\u003C/h3>\u003Cp>Not really. And Adverity doesn’t seem all that interested in changing that.\u003C/p>\u003Cp>Internally at Whatagraph, we’ve noticed something recently: \u003Cstrong>Adverity is no longer actively promoting its dashboards.\u003C/strong> There are barely any updates, product highlights, or marketing pushes focused on the visualization layer. \u003C/p>\u003Cp>And based on G2 reviews, customers have picked up on this too:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_con_2_d09bab59a2.png\" alt=\"Adverity Con - Online review of Adverity, with a 4/5 rating and text feedback.\">“...no updates/releases for the visualisation side of the platform in over a year, which concerns us.”\u003C/p>\u003Cp>The dashboards themselves are functional, but limited. There are templates you can choose from to build new reports, save dashboards as templates too; but there’s no rich design customization. No wow factor. \u003C/p>\u003Cp>\u003Cstrong>If you’re looking to build a sleek, client-ready experience inside Adverity, you’ll likely be disappointed…\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Adverity_dashboard_87d196bbdf.png\" alt=\"Adverity Dashboard - Data dashboard showing sales metrics and customer demographics with map of Europe.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.adverity.com/blog/golden-rules-for-dashboard-best-practice\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>And if even Adverity isn’t promoting its own dashboards anymore, that tells you something.\u003C/strong>\u003C/p>\u003Cp>On the other hand, Whatagraph is a user-friendly marketing performance reporting platform that \u003Ci>listens\u003C/i> to you. \u003C/p>\u003Cp>\u003Cstrong>We’re marketers ourselves, so we built the tool we wish we had: easy to use, intuitive, and blazing fast.\u003C/strong> \u003C/p>\u003Cp>And now with AI-powered report building, we’re bringing speed and functionality in one powerful reporting workspace. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_AI_powered_report_builder_a3273feccf.gif\" alt=\"Whatagraph AI Powered Report Builder - Screenshot of a reporting dashboard with multiple reports.\">\u003C/p>\u003Cp>Once you’ve connected your data sources, here’s how to generate a new report the Whatagraph way:\u003C/p>\u003Col>\u003Cli>Click on “New Report.”\u003C/li>\u003Cli>Select “Create with IQ.”\u003C/li>\u003Cli>Choose your data sources. (I selected Google Analytics but I’ll be using sample data for this exercise.)\u003C/li>\u003Cli>Once your sources are connected, Whatagraph will automatically suggest smart AI prompts based on what’s available in those platforms (e.g. SEO summaries, traffic trends, backlink overviews, etc.)\u003C/li>\u003Cli>You can either use one of the suggested prompts or type your own. \u003C/li>\u003Cli>Click “Generate.”\u003C/li>\u003C/ol>\u003Cp>And voila!\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_easy_to_use_598ed36c91.gif\" alt=\"Whatagraph easy to use - Dashboard showing AI report with summary, issues, and recommendations.\">\u003C/p>\u003Cp>Here’s what you can do after Whatagraph generates your report with a single prompt in under 1 minute:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Add widgets for specific KPIs:\u003C/strong> Want to spotlight backlink growth or keyword rankings? Drag in exactly the widgets you need—it’s fast, focused reporting that gets to the point.\u003C/li>\u003Cli>\u003Cstrong>Edit any widget with plain English: \u003C/strong>Want a chart swapped for a table? Need to isolate paid traffic? Just type your request and let Whatagraph do the heavy lifting.\u003C/li>\u003Cli>\u003Cstrong>Snap widgets to a grid for clean formatting: \u003C/strong>Everything aligns automatically, so your dashboards look polished, even if you built them in three and a half minutes.\u003C/li>\u003Cli>\u003Cstrong>Change data sources on any widget: \u003C/strong>Pull the same metric from a different platform (e.g. swap Google Analytics for Ahrefs) without rebuilding the report. \u003C/li>\u003Cli>\u003Cstrong>Click on the “Summary” tab to edit or rewrite insights: \u003C/strong>Fine-tune the AI-generated summary to match your tone or highlight specific wins. Format the text with a built-in text editor so everything is legible. \u003C/li>\u003Cli>\u003Cstrong>Switch text widgets to dark mode (or your brand theme) for better accessibility: \u003C/strong>A small touch with real impact, especially for clients or teammates with visual sensitivities. (And no, from my research, Adverity doesn’t offer this.)\u003C/li>\u003C/ul>\u003Ch3>Can you customize and white-label reports without jumping to another tool?\u003C/h3>\u003Cp>Adverity offers white-labeling as part of its legacy “Explore” and “Present” module, but only if you ask for it, \u003Ca href=\"https://docs.adverity.com/guides/administration-ep/white-label-ep.html\" target=\"_blank\" rel=\"noopener noreferrer\">according to their documentation\u003C/a>.\u003C/p>\u003Cp>⚠️\u003Cstrong>Note:\u003C/strong> “Present” doesn’t seem to be part of the current interface shown in Adverity’s G2 interactive demo. So, the demo and the help center documentation (which also doesn’t mention a clear “last updated” date) are telling two different stories. That makes it really hard to know what’s \u003Ci>still \u003C/i>supported versus what’s been quietly sunset.\u003C/p>\u003Cp>Adverity’s white-labeling focuses primarily on aesthetic changes like swapping logos on the login screen and navigation bar, customizing the login screen background color, font color, and logo alignment; and hiding the Adverity name, version number, support links, copyright, and legal terms.\u003C/p>\u003Cp>There’s no mention of domain rebranding, no control over email sender fields, and no white-label settings at the widget or report level.\u003C/p>\u003Cp>\u003Cstrong>In practice, Adverity users report a lack of flexibility and customization in the existing dashboards:\u003C/strong>\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>We work with stations and they like to customize and they were able to do that in our old platform and now cannot do that (with Adverity).\u003Cbr>[author]\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-10304615\" target=\"_blank\" rel=\"noopener noreferrer\">Source\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Reporting and dashboards feel basic and Adverity is slow to adopt generative AI and integrate it into the product.\u003Cbr>[author]\u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-9377994\">Source\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage:\u003C/strong> We’re a marketing data platform that knows just how important custom branding is in a client-facing environment. You get control at three different levels:\u003C/p>\u003Cul>\u003Cli>Global team level: Set default branding for all reports your team creates.\u003C/li>\u003Cli>Report level: Apply client-specific branding for individual reports.\u003C/li>\u003Cli>Widget level: Customize visuals and styles on a per-widget basis.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_custom_branding_ca1b26f4c3.gif\" alt=\"Whatagraph custom branding.gif\">\u003C/p>\u003Cp>We could have stopped there, but we didn't.\u003C/p>\u003Cp>With the “Custom Domain” feature, you can swap out the default whatagraph.com URL for a fully branded link like reports.yourcompany.com. This means automated emails come from your domain, not ours and clients see your brand in the sender field, not “via Whatagraph.”\u003C/p>\u003Cp>The difference is that with Whatagraph, \u003Ca href=\"https://whatagraph.com/white-label\">white-labeling\u003C/a> is about making your client reporting feel native to your brand. With Adverity, it’s more about \u003Ci>hiding\u003C/i> their name, but without giving you full control of your own.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Adverity is first and foremost a data integration platform, not a client-facing reporting solution. If you need branded dashboards, ready-to-share white-labeled reports, or hands-off delivery for clients, look elsewhere.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Adverity Deep Dive #4: Daily Workflows and Customer Support\u003C/h2>\u003Cp>Let’s look at what it’s actually like to use Adverity on the daily. \u003C/p>\u003Ch3>Can you do end-to-end marketing analysis in a unified workspace within Adverity?\u003C/h3>\u003Cp>No.\u003C/p>\u003Cp>Adverity is built for data integration, not for analysis or storytelling. You can pull data in, clean and transform it, and push it out. But once it’s out, you're often finishing the job somewhere else.\u003C/p>\u003Cp>There’s no full-featured, built-in reporting layer for non-technical marketers to use confidently. Most users end up exporting to Looker Studio or Power BI for visual analysis and client delivery.\u003C/p>\u003Cp>When it comes to sharing dashboards, Adverity is flexible, but its processes are scattered across multiple layers. \u003C/p>\u003Cp>\u003Ca href=\"https://docs.adverity.com/guides/distributing-dashboards/sharing-dashboards.html\" target=\"_blank\" rel=\"noopener noreferrer\">According to their documentation\u003C/a>, sharing dashboards requires manual setup across different menus, some features (like expiration settings) are hidden in the “Administration” panel, there’s no built-in white-label control for share links or public-facing dashboards, and permissions and visibility can be confusing across users, guests, and collaborators.\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage: \u003C/strong>​​Schedule automated reports to be emailed to clients directly, share as live dashboards, static PDFs, or branded links, and customize report access at the team, report, or folder level.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=TJnpdyUgRMg&t=50s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/TJnpdyUgRMg?start=50\" 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 everything you need to to extract, analyze, present, and share, \u003Ci>without \u003C/i>leaving the platform or looping in a second (or third) tool.\u003C/p>\u003Cp>And that’s exactly why happy customers like Kim Strickland, Digital Marketing Specialist at \u003Ca href=\"https://peakseven.com/\">Peak Seven\u003C/a>, ditched their “Frankenstack” of ETL + BI tools and \u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">went full in on Whatagraph to optimize their reporting operations\u003C/a>. \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph is now our Bible—both for our clients and internal teams.\u003Cbr>[author]Kim Strickland, Digital Marketing Specialist at Peak Seven[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Here’s Kim in her own words:\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=TVpsaOSHKxo\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/TVpsaOSHKxo\" 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>\u003Ch3>Who do you call when something breaks?\u003C/h3>\u003Cp>Adverity offers implementation support to help streamline onboarding, but the real lift happens when you’ve got developers on standby. Here’s what they offer on paper \u003Ca href=\"https://www.adverity.com/analytics-platform/support#:~:text=Dedicated%20customer%20support,take%20our%20word%20for%20it\" target=\"_blank\" rel=\"noopener noreferrer\">according to their papers\u003C/a>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>A dedicated support team:\u003C/strong> Every customer gets an Implementation Manager for onboarding and an Account Manager for long-term support.\u003C/li>\u003Cli>\u003Cstrong>Professional services:\u003C/strong> If you need help with a specific project or just want to be hands-off, you can bring in their Pro Services team to guide strategy, execution, or both.\u003C/li>\u003Cli>\u003Cstrong>24/7 help desk:\u003C/strong> The official line says support is available 24/7, with a 45-minute average first response time.\u003C/li>\u003Cli>\u003Cstrong>On-demand learning:\u003C/strong> From long-form documentation to “Customer Focus Clinics,” there’s plenty of self-serve education available.\u003C/li>\u003C/ul>\u003Cp>That sounds solid. And in many cases, it is. But in practice, support also depends on \u003Ci>what’s\u003C/i> broken. \u003C/p>\u003Cp>In a typical ETL setup, Adverity connects to your platforms (e.g., Google Ads, TikTok) and sends data to your BI tools (e.g., Tableau, Looker). So if a dashboard breaks, it’s not always clear where the fault is…\u003C/p>\u003Cp>Was it the connector? A sync failure? A third-party API change? A destination glitch?\u003C/p>\u003Cp>That’s when you find yourself juggling support across two or more platforms to troubleshoot one broken report. \u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage:\u003C/strong> One—not two, not three—great support team at your service, with a dedicated Customer Success Manager regardless of what you’re paying. \u003Cstrong>Plus, we take 4 minutes to respond via live chat, not 45. \u003C/strong>\u003C/p>\u003Cp>And our exceptional customer service is why clients LOVE us:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Whatagraph not only takes continuous feedback and adds new features based on it but one time they went way above and beyond for our agency and completely re-worked their API so we could get some specific valuable data in our reports\u003Cbr>[author]\u003Ca href=\"https://www.g2.com/products/whatagraph/reviews/whatagraph-review-10983768\" target=\"_blank\" rel=\"noopener noreferrer\">Patrick C.\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>What are real users saying about their experience with Adverity?\u003C/h3>\u003Cp>The sentiment is largely positive, with a few noticeable detractors.\u003C/p>\u003Cp>Users generally describe Adverity’s support team as responsive, capable, and helpful, especially when it comes to onboarding and maintenance. \u003C/p>\u003Cp>“…the service by the help team is outstanding. They respond quickly upon a new ticket and try to assist as good as possible,” shares Quntyen L. \u003C/p>\u003Cp>\u003Cstrong>That said, there’s a noticeable gap between routine help and urgent issue response. \u003C/strong>While minor questions or connector tweaks are handled quickly, mission-critical problems sometimes take longer than expected to resolve.\u003C/p>\u003Cp>“At time urgent matters are not taken up as quickly as they should be.”\u003C/p>\u003Cp>And while Adverity encourages users to share feedback or suggest improvements, don’t expect fast turnaround on new features, according to \u003Ca href=\"https://www.g2.com/products/adverity/reviews/adverity-review-11356644\" target=\"_blank\" rel=\"noopener noreferrer\">this recent user review\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>New feature proposal taking time before being implemented.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage: \u003C/strong>While Adverity might log your feature request and get back to you…someday, Whatagraph actually \u003Ci>ships\u003C/i>. Take it from Stef Oosterik, Quality Manager at \u003Ca href=\"https://whatagraph.com/case-studies/dtch-digitals\">Dtch. Digitals\u003C/a>, who’s seen it firsthand:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>I’d say 80 to 90% of the necessary features we’ve requested on Whatagraph have been implemented.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>Not only that; when something breaks, our team follows up daily until the issue is fixed.\u003C/p>\u003Cp>Stef says: “9 out of 10 cases, the issue gets resolved. Most are fixed within a day.”\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Adverity handles the data plumbing but leaves you stitching reports together in other tools, with scattered sharing and support that sometimes lags when urgency hits.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use Adverity and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Adverity if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You’re a large enterprise with serious data infrastructure: \u003C/strong>You’ve got a dedicated data team managing a mature BI stack. For teams with heavy data engineering needs, Adverity supports a wide range of use cases: from custom attribution modeling to multi-source spend aggregation.\u003C/li>\u003Cli>\u003Cstrong>You treat marketing data as raw input for downstream tools: \u003C/strong>Your analysis and reporting happen elsewhere. Adverity’s job is to fetch and prepare the data, not to visualize it or tell the story.\u003C/li>\u003Cli>\u003Cstrong>You have time, budget, and technical talent to manage complexity: \u003C/strong>You’re comfortable navigating API logic, UTC time zones, and custom field mappings.\u003C/li>\u003Cli>\u003Cstrong>You want full control over transformations and source handling: \u003C/strong>Adverity is powerful when it comes to custom transformations, enrichment, and scheduling, but that power comes with a steep learning curve.\u003C/li>\u003Cli>\u003Cstrong>You don’t need built-in reporting or white-label dashboards: \u003C/strong>You're okay with using Looker Studio, Power BI, or Tableau for the final output, and you’re not relying on your ETL platform to generate client-ready reports.\u003C/li>\u003C/ul>\u003Cp>But what if you're not a 20-person data team with six months to implement and a stack full of separate tools?\u003C/p>\u003Cp>What if what you really need is fast, accurate, and beautifully-branded reports all in one place?\u003C/p>\u003Cp>\u003Cstrong>If that's your reality, you're looking for Whatagraph:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>One platform, start to finish: \u003C/strong>Forget stitching together Adverity + Looker + Slack updates + PDF exports. With Whatagraph, everything—from data fetching to report delivery—lives in one streamlined workspace.\u003C/li>\u003Cli>\u003Cstrong>Built for marketers, not engineers: \u003C/strong>Junior team member? New intern? Doesn’t matter. If they can write an email, they can build a Whatagraph report.\u003C/li>\u003Cli>\u003Cstrong>Agency-ready, out of the box: \u003C/strong>Add your logo, match your brand colors, manage multiple clients from one dashboard, and deliver white-labeled reports that actually impress clients.\u003C/li>\u003Cli>\u003Cstrong>Save hours—literally: \u003C/strong>Whatagraph clients consistently reclaim 30%-70% of their reporting time. That’s time repurposed for strategy, creativity, and happier clients.\u003C/li>\u003C/ul>\u003Cp>Ditch the “Frankenstack.” \u003Ca href=\"https://whatagraph.com/book-a-call\">Talk to us\u003C/a> to see Whatagraph in action. \u003C/p>",{"id":1596,"description":1597,"items":1598},389,"Have more questions about Adverity reviews? We answered them here. ",[1599,1603,1607,1611],{"id":1600,"question":1601,"answer":1602},1545,"Is Adverity safe?","\u003Cp>\u003Cspan style=\"color:#000000;\">Yes. Adverity is built with enterprise-grade security standards and holds key certifications including ISO 27001 and a SOC 2 Type II report. Additionally, it’s also fully compliant with global data privacy regulations like GDPR, UK GDPR, CCPA, DORA, and the EU E-Privacy Directive.\u003C/span>\u003C/p>",{"id":1604,"question":1605,"answer":1606},1546,"How much does Adverity cost?","\u003Cp>\u003Cspan style=\"color:#000000;\">Adverity doesn’t list public pricing, you’ll need to book a demo and get a custom quote. That said, according to our internal sales calls, customers pay at least $30,000/year. \u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">And on Microsoft Azure Marketplace, plans start at around $200,000 per year. Some users report negotiating ~9% discounts based on contract terms and bundling.\u003C/span>\u003C/p>",{"id":1608,"question":1609,"answer":1610},1547,"How does Adverity work?","\u003Cp>\u003Cspan style=\"color:#000000;\">Adverity is an ETL platform: it extracts data from 600+ marketing sources, lets you clean and transform it, and then sends it to your warehouse, BI tool, or cloud storage. For visualization, you’ll likely need to connect a separate tool like Looker Studio or Power BI.\u003C/span>\u003C/p>",{"id":1612,"question":1613,"answer":1614},1548,"What is the difference between Supermetrics and Adverity?","\u003Cp>\u003Cspan style=\"color:#000000;\">Supermetrics is lighter-weight and built for marketers: it pulls data directly into spreadsheets or dashboards like Google Sheets and Looker Studio. Adverity is more enterprise-focused, offering deeper customization, advanced transformation logic, and broader integration capabilities.\u003C/span>\u003C/p>",{"id":1616,"metaTitle":572,"metaDescription":1617,"addNoIndex":15,"canonicalURL":31,"metaImage":1618},1953,"Read in-depth Adverity reviews from real users. Get the insider scoop on pricing and deep dives on features, security, and customer support.",{"id":1550,"name":1551,"alternativeText":1552,"caption":31,"width":1413,"height":1414,"formats":1619,"hash":1559,"ext":292,"mime":293,"size":1560,"url":1561,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1562,"updatedAt":1563},{"thumbnail":1620},{"ext":292,"url":1555,"hash":1556,"mime":293,"name":1557,"path":31,"size":1558,"width":439,"height":440},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582,"image":1622,"author":1637,"content":1658,"faq":1668,"seo":1683},{"id":1623,"name":1624,"alternativeText":1625,"caption":31,"width":1413,"height":1414,"formats":1626,"hash":1632,"ext":292,"mime":293,"size":1633,"url":1634,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1635,"updatedAt":1636},15250,"improvado review.png","Improvado Review - App interface with icons for calendar, files, menu, folder, and graph.",{"thumbnail":1627},{"ext":292,"url":1628,"hash":1629,"mime":293,"name":1630,"path":31,"size":1631,"width":439,"height":440},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_improvado_review_ca653519ff.png","thumbnail_improvado_review_ca653519ff","thumbnail_improvado review.png",25.25,"improvado_review_ca653519ff",209.59,"https://s3.us-east-2.amazonaws.com/whatagraph.com/improvado_review_ca653519ff.png","2025-08-04T06:53:49.346Z","2025-08-04T06:53:52.651Z",{"id":447,"name":448,"about":449,"email":31,"createdAt":450,"updatedAt":451,"publishedAt":452,"slug":453,"linkedin_url":454,"avatar":1638,"articles":1641,"seo":1646,"tool_reviews":1647},{"id":456,"name":457,"alternativeText":458,"caption":31,"width":459,"height":459,"formats":1639,"hash":468,"ext":462,"mime":465,"size":469,"url":470,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":471,"updatedAt":472},{"thumbnail":1640},{"ext":462,"url":463,"hash":464,"mime":465,"name":466,"path":31,"size":467,"width":440,"height":440},[1642,1643,1644,1645],{"id":475,"title":476,"slug":477,"summary":478,"body":479,"read_time":17,"createdAt":480,"updatedAt":481,"publishedAt":482,"errors":31,"table_of_contents":32,"dateReorder":483},{"id":485,"title":486,"slug":487,"summary":488,"body":489,"read_time":21,"createdAt":490,"updatedAt":491,"publishedAt":492,"errors":31,"table_of_contents":32,"dateReorder":493},{"id":495,"title":496,"slug":497,"summary":498,"body":499,"read_time":21,"createdAt":500,"updatedAt":501,"publishedAt":502,"errors":31,"table_of_contents":32,"dateReorder":503},{"id":505,"title":506,"slug":507,"summary":508,"body":509,"read_time":21,"createdAt":510,"updatedAt":511,"publishedAt":510,"errors":512,"table_of_contents":32,"dateReorder":513},{"id":515,"metaTitle":516,"metaDescription":517,"addNoIndex":15,"canonicalURL":31},[1648,1649,1650,1651,1652,1653,1654,1655,1656,1657],{"id":5,"name":421,"slug":422,"title":423,"read_time":21,"createdAt":424,"updatedAt":425,"publishedAt":426},{"id":319,"name":521,"slug":522,"title":523,"read_time":21,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":270,"name":528,"slug":529,"title":530,"read_time":62,"createdAt":531,"updatedAt":532,"publishedAt":533},{"id":50,"name":535,"slug":536,"title":537,"read_time":31,"createdAt":538,"updatedAt":539,"publishedAt":540},{"id":12,"name":542,"slug":543,"title":544,"read_time":62,"createdAt":545,"updatedAt":546,"publishedAt":547},{"id":21,"name":549,"slug":550,"title":551,"read_time":62,"createdAt":552,"updatedAt":553,"publishedAt":554},{"id":25,"name":556,"slug":557,"title":558,"read_time":62,"createdAt":559,"updatedAt":560,"publishedAt":561},{"id":62,"name":563,"slug":564,"title":565,"read_time":21,"createdAt":566,"updatedAt":567,"publishedAt":568},{"id":70,"name":570,"slug":571,"title":572,"read_time":21,"createdAt":573,"updatedAt":574,"publishedAt":575},{"id":66,"name":577,"slug":578,"title":579,"read_time":21,"createdAt":580,"updatedAt":581,"publishedAt":582},[1659,1665],{"id":74,"__component":585,"target":1660,"features":1661,"pros":1662,"cons":1663,"description":1664},"Technical teams, large enterprises, or agencies with existing BI infrastructure and a dedicated data team who prioritize a flexible data pipeline over an all-in-one reporting solution.","\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Cstrong>Feature\u003C/strong>\u003C/td>\u003Ctd>\u003Cstrong>Improvado\u003C/strong>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Integrations\u003C/td>\u003Ctd>500+ connectors, but some require manual development or credits\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Stable connections\u003C/td>\u003Ctd>No-code module for cleaning, mapping, and joining datasets\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Ease of use\u003C/td>\u003Ctd>Steep learning curve; not beginner-friendly due to its technical focus and dated interface\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Data blending\u003C/td>\u003Ctd>Available, but limited control compared to full-service platforms\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Internal dashboards\u003C/td>\u003Ctd>Basic and utilitarian; not suitable for client presentations or deep insights\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Customizable reports\u003C/td>\u003Ctd>No native robust reporting; requires external BI tools for polished, custom reports\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Report sharing & automation\u003C/td>\u003Ctd>Not an inherent feature; relies on integrated BI tools for these functionalities\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd>Security\u003C/td>\u003Ctd>SOC 2 Type II certified, GDPR and HIPAA compliant, offering granular role-based access\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Extensive library of 500+ marketing data connectors\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Powerful data cleaning and transformation capabilities\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Flexible in pushing data to various destinations\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Strong security and compliance features (SOC 2, GDPR, HIPAA) with granular role-based access\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Responsive and helpful customer support, especially for higher-tier plans\u003C/span>\u003C/li>\u003C/ul>","\u003Cul>\u003Cli>\u003Cspan style=\"color:#000000;\">Significant ramp-up time for implementation (average 2 months)\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Not an all-in-one reporting solution; requires pairing with BI tools for visualization and client reporting\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Steep learning curve and technical expertise required; not suitable for non-technical marketers\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Inconsistent data syncs and lack of clear status information for data extractions\u003C/span>\u003C/li>\u003Cli>\u003Cspan style=\"color:#000000;\">Dated and functional-first user interface\u003C/span>\u003C/li>\u003C/ul>","Improvado is an ETL (Extract, Transform, Load) platform designed to unify marketing data from various sources. While powerful for data aggregation and transformation, it lacks native, client-ready reporting and visualization capabilities, often requiring integration with other BI tools.",{"id":1666,"__component":593,"content":1667},93,"\u003Ch2>Why You Can Trust This Review\u003C/h2>\u003Cp>At Whatagraph, we spend every day deep in marketing data—so when we review a tool like Improvado, we know the pain points, the use cases, and the “gotchas” marketers run into with complex reporting stacks.\u003C/p>\u003Cp>Now, Improvado isn’t a self-serve platform. You can’t just sign up and poke around. Their onboarding is hands-on and customized, which means no standard free trial or sandbox access unless you’re a qualified lead.\u003C/p>\u003Cp>So, here’s how I did my homework:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Scoured user feedback:\u003C/strong> I went deep on Reddit, YouTube, X, Quora, and community forums to hear directly from marketers using Improvado in the wild.\u003C/li>\u003Cli>\u003Cstrong>Read 100+ verified reviews:\u003C/strong> I combed through platforms like G2, TrustRadius, Capterra, and GetApp to see where Improvado shines—and where users get stuck.\u003C/li>\u003Cli>\u003Cstrong>Pored over Improvado’s documentation:\u003C/strong> I read their pricing pages, product guides, support articles, and setup FAQs to get a clear sense of what’s included, what’s custom-built, and what’s extra.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Our goal is to help you make an informed decision, whether that leads you to Improvado, to Whatagraph, or to another solution entirely.\u003C/strong>\u003C/p>\u003Ch2>Improvado Pricing\u003C/h2>\u003Cp>Improvado doesn’t list fixed prices on their site. Instead, you’ll need to book a demo to get a quote tailored to your needs. What we do know is that pricing is structured across three tiers—\u003Cstrong>Growth\u003C/strong>, \u003Cstrong>Advanced\u003C/strong>, and \u003Cstrong>Enterprise\u003C/strong>—and most advanced features are credit-based add-ons.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_pricing_3c078812cc.png\" alt=\"Improvado Pricing - Website landing page with a form and marketing benefits.\">Here’s how the plans break down:\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>Plan \u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Data Volume (Unique Rows/Year)\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Sync Frequency\u003C/strong>\u003C/p>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cp style=\"text-align:center;\">\u003Cstrong>Support\u003C/strong>\u003C/p>\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Growth \u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Up to 200M\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Up to 2x/day\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Standard support (10/5)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Advanced \u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Up to 600M\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Up to 4x/day\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">20 hours/month managed services (if applicable)\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Enterprise\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">Up to 1B\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;\">Premium support (add-on)\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Cp>\u003Cstrong>Heads up:\u003C/strong> Improvado uses “credits” for most custom requests, like building new data sources, destinations, or dashboards. You’ll also need credits for access to add-ons like AI Agent, data governance modules, or professional services.\u003C/p>\u003Cp>Improvado doesn’t publish pricing publicly, so you’ll need to book a demo to get an exact quote. That said, we \u003Ci>do \u003C/i>have real-world intel based on verified reviews from G2.\u003C/p>\u003Cp>Here’s what users typically report:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Time to implement:\u003C/strong> ~2 months\u003C/li>\u003Cli>\u003Cstrong>Average ROI timeline:\u003C/strong> 15 months\u003C/li>\u003Cli>\u003Cstrong>Average discount negotiated:\u003C/strong> 14%\u003C/li>\u003Cli>\u003Cstrong>Perceived cost:\u003C/strong> $$$ (mid-tier)\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_pricing_overview_1be9686970.png\" alt=\"Improvado Pricing Overview - A pricing overview showing time to implement, return on investment, average discount, and perceived cost.\">\u003C/p>\u003Ch3>Key takeaways for your budget\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Calculate your total cost of ownership (TCO):\u003C/strong> Improvado is an ETL tool, not a full-blown business intelligence platform. That means you’ll likely need to pair it with another tool (like Looker Studio or Tableau) to build client-ready dashboards and run advanced analysis.\u003C/li>\u003Cli>\u003Cstrong>Factor in the two-month ramp-up time:\u003C/strong> Implementation takes around two months on average. That’s two months of setup, onboarding, and internal alignment before you see value. And while Improvado’s perceived cost sits in the mid-tier range, that delay can hit harder for startups or lean teams trying to move fast on tighter budgets.\u003C/li>\u003C/ul>\u003Ch2>Real User Reviews: What are Customers Saying About Improvado?\u003C/h2>\u003Cp>Reddit threads, YouTube demos, Quora debates, X hot takes—you name it, I read it.\u003C/p>\u003Cp>Then I cross-referenced all that raw, unfiltered chatter with more structured reviews from G2, Capterra, and GetApp. But software moves fast. \u003C/p>\u003Cp>A glowing write-up from 2021 doesn’t mean much if the product’s shifted since then.\u003C/p>\u003Cp>So for this section, I focused only on reviews from 2024 and 2025: the most recent, most relevant feedback that reflects where Improvado actually stands \u003Ci>today\u003C/i>.\u003C/p>\u003Cfigure class=\"table\">\u003Ctable>\u003Ctbody>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Improvado G2 Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews?utf8=%E2%9C%93&order=most_recent\" target=\"_blank\" rel=\"noopener noreferrer\">4.4/5\u003C/a> ⭐\u003C/td>\u003C/tr>\u003Ctr>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Cstrong>Overall Improvado Capterra Rating\u003C/strong>\u003C/td>\u003Ctd style=\"border:1pt solid #000000;padding:5pt;vertical-align:top;\">\u003Ca href=\"https://www.capterra.com/p/163884/Improvado/#toc-what-is-improvado?\" target=\"_blank\" rel=\"noopener noreferrer\">4.5/5\u003C/a> ⭐\u003C/td>\u003C/tr>\u003C/tbody>\u003C/table>\u003C/figure>\u003Ch3>Improvado pros: What users love\u003C/h3>\u003Cp>\u003Cstrong>✅ Support that’s responsive and genuinely wants to help\u003C/strong>\u003C/p>\u003Cp>Whether it’s a bug, a blocker, or just a quick clarification, multiple users praised the support team’s hustle.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-9312178\" target=\"_blank\" rel=\"noopener noreferrer\">Adam O. shares on G2\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Improvado's customer relationships and willingness to go above and beyond really sets them apart.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>✅ Control over your data picture\u003C/strong>\u003C/p>\u003Cp>Improvado doesn’t lock you into a black box. You can build custom APIs to fill in gaps, pair them with pre-built connectors, and craft a data pipeline that’s tailored to your specific needs.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-10028587\" target=\"_blank\" rel=\"noopener noreferrer\">Sid G., Digital Marketing Manager, says\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>The ability to create custom APIs, combined with Improvado's existing connections, has given us a complete and accurate view of our business.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>✅ Handles cross-channel complexity \u003C/strong>\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-9230933\" target=\"_blank\" rel=\"noopener noreferrer\">One verified user\u003C/a> pulled in data from two email platforms, Google Analytics, and both paid and organic social across five platforms, and Improvado kept up.\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Improvado can be a powerful analytics tool for a variety of marketing channels (we chose 2 email providers, Google Analytics, organic and paid social for 5 platforms).\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Ch3>Improvado cons: Where users get frustrated\u003C/h3>\u003Cp>\u003Cstrong>❌ A steep learning curve\u003C/strong>\u003C/p>\u003Cp>Multiple users flagged this: Improvado isn’t beginner-friendly. If you’re a solo marketer or don’t have developer support, expect a bumpy ride. From setup to customization, there’s a heavy technical lift.\u003C/p>\u003Cp>“It requires technical experience. I wouldn't say this is a tool marketers or beginners can use. You'll need a developer depending on what you are looking to do.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_negative_review_f3ab92ed5e.png\" alt=\"Improvado Negative Review - User review with 2.5 star rating and negative comments highlighted.\">\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-11028164\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>❌ Dashboards don’t always deliver real insights\u003C/strong>\u003C/p>\u003Cp>Some users found the native dashboards underwhelming. You might need another tool layered on top (or a lot of customization) to actually surface actionable insights.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-11032249\" target=\"_blank\" rel=\"noopener noreferrer\">A recent verified review says\u003C/a>: \u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>Unable to truly gather insights from the dashboards provided.\u003Cbr>[author][/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>❌ Inconsistent data syncs and unclear reporting status\u003C/strong>\u003C/p>\u003Cp>Data delivery can be unreliable depending on your sync settings, and users noted a lack of visibility into what’s running, failing, or stuck. That’s a headache when you’re chasing deadlines.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-10776848\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user shares\u003C/a> that there’s “too much push for AI,” as well as “inconsistent data delivery based on the settings selected. Lack of reporting / status information for data extractions.”\u003C/p>\u003Ch2>What Does Improvado Genuinely Do Well?\u003C/h2>\u003Cp>Improvado bills itself as an AI-powered marketing intelligence platform, promising a unified view of marketing ROI and performance. But if you peel back the buzzwords, at its core, Improvado is an ETL platform: Extract, Transform, Load.\u003C/p>\u003Cp>That means it’s built to move data from all your scattered sources (like Meta, HubSpot, Google Ads, Salesforce, etc.), clean it up, and pipe it into a final destination—your data warehouse, your dashboarding tool, or your BI setup.\u003C/p>\u003Col>\u003Cli>\u003Cstrong>Extract:\u003C/strong> Improvado offers 500+ prebuilt data connectors across ad platforms, CRMs, analytics tools, and more. Build custom connectors using their API or request them through support—though this will cost you credits.\u003C/li>\u003Cli>\u003Cstrong>Transform:\u003C/strong> The no-code data transformation module lets you normalize naming conventions, clean up messy fields, map metrics across platforms, and join datasets together. You also get prebuilt pipelines and dashboards (1 on Growth, 2 on Advanced, 4 on Enterprise), but the real power comes when you tap into custom workflows built by Improvado’s team—again, powered by those customization credits.\u003C/li>\u003Cli>\u003Cstrong>Transform: \u003C/strong>Once transformed, Improvado can push data to cloud warehouses like Snowflake, BigQuery, Databricks, or MS SQL, dashboard tools like Looker Studio or Tableau, or even directly into your own product via their Management API.\u003C/li>\u003C/ol>\u003Cp>You can set up concurrent destinations (2 on Growth, unlimited on higher plans), and even geo-restrict data processing to comply with US or EU data residency.\u003C/p>\u003Cp>Improvado shines when you need a flexible, customizable pipeline to move marketing data from Point A to Point B. \u003C/p>\u003Cp>\u003Cstrong>But still—it’s only \u003C/strong>\u003Ci>\u003Cstrong>one \u003C/strong>\u003C/i>\u003Cstrong>tool in your marketing analytics tech stack\u003C/strong>. Say you want automated reporting for your paid campaigns. Sounds simple enough \u003Ci>until \u003C/i>suddenly you’re using Improvado for ETL, Looker Studio for dashboards, Google Sheets for last-minute tweaks, and maybe even Slack to ping updates.\u003C/p>\u003Cfigure class=\"image\">\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/The_old_way_vs_the_whatagraph_way_f23a0db860.png\" alt=\"The Old Way vs The Whatagraph Way - Diagram comparing old vs new method of data processing.\">\u003C/figure>\u003Cp>\u003Cstrong>That’s what I call a “Frankenstack.”\u003C/strong>\u003C/p>\u003Cp>Add to that the cost of managing all those platforms—subscription fees, maintenance, setup time, plus Improvado’s credit-based pricing model—and your TCO starts to quietly pile up.\u003C/p>\u003Cp>If you’re just looking for clean pipelines to push data into your stack, Improvado does that well. But if you’re looking for a single, unified reporting workflow, you may need to keep building\u003Ci> around\u003C/i> it. Or look elsewhere for an \u003Ca href=\"https://whatagraph.com/features\">all-in-one marketing reporting solution\u003C/a> like Whatagraph.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://youtu.be/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>\u003Ch2>Improvado Deep Dive #1: Data Pulling and Connectors\u003C/h2>\u003Cp>Connectors are what allow a tool like Improvado to pull data from all those platforms into one central source. They eliminate the need for CSV exports, midnight spreadsheet merges, and context loss across tools. \u003C/p>\u003Cp>Let’s see how Improvado fares in breadth and reliability. \u003C/p>\u003Ch3>How many out-of-the-box integrations are there?\u003C/h3>\u003Cp>Improvado integrates with \u003Ca href=\"https://improvado.io/integrations\" target=\"_blank\" rel=\"noopener noreferrer\">500+ marketing data connectors\u003C/a>, which sounds impressive on paper. You'll find big names like HubSpot, Mailchimp, Google Ads, Meta, Mixpanel, and Stripe baked right in, along with ecommerce heavyweights like Shopify. \u003C/p>\u003Cp>But not all of those 500+ connectors are \u003Ci>native\u003C/i>.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_integrations_fb70954ead.png\" alt=\"Improvado Integrations - A grid of 12 logos representing various software integrations.\">Some, like Google Trends, MOZ, and Intercom, come with a \"Development Required\" label, which means your team (or Improvado’s) will need to build the connection manually. That’s a red flag if you're depending on those platforms for client deliverables or campaign tracking.\u003C/p>\u003Cp>More importantly, some major connectors are missing entirely. \u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">SE Ranking\u003C/a>, a core SEO platform for many agencies, isn’t supported at all. (Whatagraph does, BTW.)\u003C/p>\u003Cp>To Improvado’s credit, they do offer a “we’ll build it for you” policy if a connector is missing. But that’s dependent on your support tier, uses customization credits, and adds time to your marketing team’s onboarding.\u003C/p>\u003Ch3>How reliable are these connections day-to-day?\u003C/h3>\u003Cp>This is where the shine starts to dull a bit.\u003C/p>\u003Cp>While Improvado’s connectors are powerful in theory, several users have flagged inconsistent data delivery: especially when syncing across multiple platforms with different settings. \u003C/p>\u003Cp>One reviewer even pointed out that data extraction status information is missing, so if something breaks or stalls, you won’t know right away. You’re left guessing (or Slack-pinging support) when dashboards stop updating.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_cons_8a8b7bea7b.png\" alt=\"Improvado Cons - A customer review shows a positive rating with dislike about AI and reporting.\">\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>The connectors are wide-reaching, but not always hands-off. You’ll likely need a process in place—or a point person—to monitor data health day to day to streamline reporting.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Improvado Deep Dive #2: UX and Usability\u003C/h2>\u003Cp>I didn’t get hands-on access to Improvado (they don’t offer a standard trial), so I did the next best thing: I went digging through their official YouTube channel.\u003C/p>\u003Cp>I watched walkthroughs of real use cases—like how to connect \u003Ca href=\"https://www.youtube.com/watch?v=y3_IoZd2XgQ\" target=\"_blank\" rel=\"noopener noreferrer\">Improvado to Tableau\u003C/a>—and paused to study the interface via screenshots. \u003C/p>\u003Cp>\u003Cstrong>Note:\u003C/strong> Their videos haven’t been updated in over a year. And from what I could see, the interface hasn’t aged well. The Help Center doesn’t offer fresh user interface screenshots either.\u003C/p>\u003Ch3>Is the interface intuitive and modern?\u003C/h3>\u003Cp>Not exactly.\u003C/p>\u003Cp>What stood out to me wasn’t just how you move through the tool, but what’s \u003Ci>missing\u003C/i> from the experience.\u003C/p>\u003Cp>Because if one of your primary tutorials is “how to send your data to another platform for data visualization,” that tells me something important.\u003C/p>\u003Cp>Improvado’s interface feels more functional than friendly. It’s built for data processing, not for day-to-day usability. You won’t find much polish here: no modern UX touches, no clean visual hierarchy, no thoughtful guidance baked in. It’s dense, “backend-y,” and honestly, a bit dated.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_interface_ca1774a355.png\" alt=\"\">The left-hand navigation  menu is crammed with dense, utility-first labels: \"Extraction Templates,\" \"Data Explorer,\" \"Service Desk.\" The color palette is dark and saturated, which can be visually jarring for sensitive readers or anyone skimming data for hours at a time.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_dashboard_ed310dd379.png\" alt=\"Improvado Dashboard - Dashboard interface displaying charts and marketing data.\">You either know where you’re going—or you’re Googling how to get there.\u003C/p>\u003Cp>If you’re used to sleek tools like Notion, Airtable, or even Whatagraph, this will feel clunky. And for visual thinkers or non-technical marketers, the learning curve is steep \u003Ci>and\u003C/i> uninviting.\u003C/p>\u003Cp>When I say Improvado’s interface isn’t “modern,” I mean it in direct contrast to tools like Whatagraph that are built for usability, where design actively \u003Ci>supports\u003C/i> the workflow:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_data_sources_a50d3fbe84.gif\" alt=\"\">\u003C/p>\u003Cp>Here’s the difference in one word: \u003Cstrong>approachability\u003C/strong>.\u003C/p>\u003Cp>With Whatagraph, you don’t feel like you’ve stepped into a developer’s staging environment. You see your data sources at a glance. You know exactly what’s connected, what’s active, and what your next step is. \u003C/p>\u003Cp>You know what you need to do next without hunting through nested menus or decoding backend labels.\u003C/p>\u003Ch3>Is it truly beginner-friendly for everyone on your team? \u003C/h3>\u003Cp>The ease of use factor is pretty low. \u003C/p>\u003Cp>When I say beginner-friendly, I don’t mean “a data analyst can figure it out eventually.” I mean a generalist, a junior hire, or even an intern should be able to log in, access reports, and make confident, data-driven decisions without pinging the developer team.\u003C/p>\u003Cp>That’s not the case with the current set of features of Improvado.\u003C/p>\u003Cp>Even something as fundamental as connecting Tableau requires JDBC drivers, install paths, and manual server configuration.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_JDBC_drivers_and_manual_server_configuration_ef57ddef2a.png\" alt=\"\">If your team doesn’t have technical support in place, expect to hit some friction early—like other \u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-11031362\" target=\"_blank\" rel=\"noopener noreferrer\">real users\u003C/a> did:\u003C/p>\u003Cp>“There is a heavy technology lift to get this tool going.”\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Improvado is powerful under the hood, but not built for everyday marketers. The interface feels more backend than intuitive, and even basic actions require technical know-how.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Improvado Deep Dive #3: Visualization and Reporting\u003C/h2>\u003Cp>A good \u003Ca href=\"https://whatagraph.com/blog/articles/what-is-data-visualization\">data visualization\u003C/a> tool bridges the gap between raw data and real-world impact.\u003C/p>\u003Cp>So with that in mind, how does Improvado stack up?\u003C/p>\u003Ch3>Can Improvado dashboards actually impress your clients?\u003C/h3>\u003Cp>Short answer: no—not on their own.\u003C/p>\u003Cp>Improvado offers basic in-platform dashboards: think performance metrics, attribution tables, billing charts. But they’re \u003Ci>utilitarian\u003C/i> rather than polished. They’re sticky for internal use, but far from the sleek, branded reports your clients expect.\u003C/p>\u003Cp>In practice, if you're preparing a client deliverable or stakeholder presentation, you’ll export data or sync to Tableau, Looker, or Power BI—adding steps, complexity, and potential formatting errors. Improvado puts the data in your pipeline but it doesn’t package it up into a presentation.\u003C/p>\u003Cp>The most recent Improvado feedback on public forums takes issue with their dashboards specifically:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_con_3118b9c2b8.png\" alt=\"Improvado Con - A customer review card with a user icon, rating, and written feedback.\">\u003C/p>\u003Cp>\u003Cstrong>Look at this head-to-head comparison between Improvado vs. Whatagraph dashboards:\u003C/strong>\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_dashboard_ed310dd379.png\" alt=\"Improvado Dashboard - Dashboard interface displaying charts and marketing data.\">\u003C/p>\u003Cp>⬆️ What you’re seeing here is a marketing dashboard that’s heavy on data: great for performance monitoring, not so much for storytelling. Metrics like CTR, CPM, and Conversions are all here, but the layout reads like a data warehouse output: tightly packed, deeply nested, and designed for someone who already knows what they’re looking at.\u003C/p>\u003Cp>Now compare that with Whatagraph’s dashboard ⬇️:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_dashboard_3b087074b9.png\" alt=\"Whatagraph Dashboard - Marketing dashboard with campaign metrics and report sources.\">\u003C/p>\u003Cp>It’s clean. It’s visual. And it immediately tells you what matters: users, order value, SQLs, campaign performance, all broken down into crisp tiles. The sidebar shows connected sources in plain English, and the top bar guides you through building or previewing reports without any code or jargon.\u003C/p>\u003Cp>\u003Cstrong>And now with \u003C/strong>\u003Ca href=\"https://whatagraph.com/whatagraph-iq\">\u003Cstrong>Whatagraph IQ\u003C/strong>\u003C/a>\u003Cstrong>, you don’t even have to build reports manually anymore!\u003C/strong>\u003C/p>\u003Cp>Here’s what that looks like in real life:\u003C/p>\u003Cp>✅ \u003Cstrong>IQ Report:\u003C/strong> Spin up entire reports from a single prompt: pre-filled with layouts, widgets, and the metrics you care about. \u003C/p>\u003Cp>✅ \u003Cstrong>IQ Theme:\u003C/strong> Upload a screenshot of a brand guide, or type what you want, and the platform auto-applies the fonts and colors. Stay on-brand in seconds.\u003C/p>\u003Cp>✅ \u003Cstrong>IQ Summaries\u003C/strong>: Auto-generate clean, client-ready insights in 18 languages. \u003C/p>\u003Cp>✅ \u003Cstrong>IQ Chat:\u003C/strong> Ask, “How did our Meta ads perform last quarter?” and get a real answer—in seconds—straight from your live data. \u003C/p>\u003Cp>✅\u003Cstrong> IQ Dimensions:\u003C/strong> Group campaigns by funnel stage or region by just describing it. Whatagraph creates clean, consistent dimensions without the mess.\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>\u003Ch3>Can you customize and white-label reports without jumping to another tool?\u003C/h3>\u003Cp>Technically, yes. But it’s not exactly effortless, and it’s \u003Ci>definitely \u003C/i>not self-serve, \u003Ca href=\"https://improvado.io/docs/whitelabel\" target=\"_blank\" rel=\"noopener noreferrer\">according to their documentation\u003C/a>. \u003C/p>\u003Cp>Improvado offers a whitelabeling feature, but it’s primarily about branding the platform interface, not customizing or designing reports themselves.\u003C/p>\u003Cp>You can:\u003C/p>\u003Cul>\u003Cli>Replace the logo, favicon, and color scheme.\u003C/li>\u003Cli>Use a custom domain like insights.clientname.com.\u003C/li>\u003Cli>Remove visible references to Improvado.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_whitelabeling_feature_d3078287b4.png\" alt=\"Improvado Whitelabeling Feature - Web browser showing Improvado's \">\u003C/p>\u003Cp>But even for this simple functionality, you’ll need to contact support, follow detailed DNS instructions, and provide formatted assets (like a 480x180px transparent logo and a DNS CNAME record). \u003C/p>\u003Cp>If you're not familiar with setting up subdomains or poking around in a control panel, it’s not exactly beginner-friendly. \u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage:\u003C/strong> Improvado gives you a white-labeled backend. \u003Ca href=\"https://whatagraph.com/white-label\">Whatagraph gives you white-labeled reports\u003C/a>.\u003C/p>\u003Cp>Whatagraph treats branding like a first-class feature. You get control at three levels:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Global team level:\u003C/strong> Set a default brand theme across all reports your team creates: fonts, colors, layouts, the works.\u003C/li>\u003Cli>\u003Cstrong>Report level:\u003C/strong> Apply custom branding for individual clients or campaigns. Each report can have its own look.\u003C/li>\u003Cli>\u003Cstrong>Widget level: \u003C/strong>Tweak the visuals of individual blocks so they tell your story your way.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Whatagraph_custom_branding_feature_9b723ab053.gif\" alt=\"Whatagraph  custom branding feature.gif\">\u003C/p>\u003Cp>And then there’s the custom domain feature.\u003C/p>\u003Cp>Swap out the default Whatagraph URL for something like “reports.youragency.com,” so automated emails come from you, not a third-party. Clients see your name in the sender field. The report feels like it came from your team…because it did.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Improvado lets you white-label the platform interface: logos, favicon, color scheme, and even a custom subdomain—but that’s where it stops. If you need polished, client-ready, on-brand deliverables, you’ll have to export data and build them elsewhere.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Improvado Deep Dive #4: Daily Workflows and Customer Support\u003C/h2>\u003Cp>Your “daily workflow” isn’t happening in \u003Ci>one\u003C/i> place. You’re bouncing between Improvado, a BI tool like Looker Studio, maybe Google Sheets, and Slack or email to share updates. \u003C/p>\u003Cp>And when something breaks—and it will—you need to know: Who do you call? How fast do they respond? And what kind of help can you expect?\u003C/p>\u003Cp>Let’s break that down.\u003C/p>\u003Ch3>Can you do end-to-end marketing analysis in a unified workspace within Improvado?\u003C/h3>\u003Cp>Let’s bring back the “Frankenstack.”\u003C/p>\u003Cp>Say you’ve got Improvado handling your data aggregation, data extraction and data transformation. Great start. But now you need to visualize that data, build client-facing reports, and schedule automated delivery.\u003C/p>\u003Cp>That means you can't:\u003C/p>\u003Cul>\u003Cli>Build fully branded, shareable reports from the same dashboard.\u003C/li>\u003Cli>Customize visual storytelling for clients.\u003C/li>\u003Cli>Schedule or automate report delivery.\u003C/li>\u003Cli>Get marketing insights without toggling between tools.\u003C/li>\u003C/ul>\u003Cp>Basically, Improvado gives you the plumbing but not the end-to-end marketing automation that a marketing platform like Whatagrah\u003Ci> excels\u003C/i> at. \u003C/p>\u003Ch3>Who do you call when something breaks?\u003C/h3>\u003Cp>Improvado provides a live chat option for customers as reported externally. Enterprise-tier users also get access to a dedicated account manager and support engineer who gamely shepherd setup, troubleshooting, and custom requests.\u003C/p>\u003Cp>That means if a connector stalls or a pipeline fails, you can raise a ticket, ping the service desk, or escalate directly via your assigned CSM—depending on your plan.\u003C/p>\u003Cp>\u003Cstrong>But because it’s an ETL tool, troubleshooting isn’t always straightforward…\u003C/strong>\u003C/p>\u003Cp>If your data isn’t loading in Looker Studio, for example, the problem could be:\u003C/p>\u003Cul>\u003Cli>With Improvado’s pipeline\u003C/li>\u003Cli>With the source platform (e.g. LinkedIn Ads API limits)\u003C/li>\u003Cli>Or with Looker Studio itself\u003C/li>\u003C/ul>\u003Cp>So you won’t always know who’s at fault, and you might have to contact two or more teams just to resolve one issue. \u003C/p>\u003Cp>\u003Cstrong>The Whatagraph advantage:\u003C/strong> We know that excellent customer support shouldn’t be paywalled—so regardless of what you’re paying, you get a dedicated Customer Success Manager. Plus, our wonderful support team replies via live chat in under four minutes so you’re never left wondering, “How am I going to solve this?”\u003C/p>\u003Cp>One platform. One great support team.\u003C/p>\u003Cp>And our commitment to customer service is why \u003Ca href=\"https://whatagraph.com/case-studies/peak-seven\">happy clients like Kim Strickland\u003C/a> from \u003Ca href=\"https://peakseven.com/\">Peak Seven\u003C/a> remain Whatagraph converts to this day: \u003C/p>\u003Cp>“I've joked about this often—with Whatagraph, we're not paying for a reporting system. We're paying for customer support. There's a level of dedication from the Whatagraph team that you don't often experience anywhere else.”\u003C/p>\u003Ch3>What are the other ways to get help?\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Service Desk ticketing:\u003C/strong> Submit requests via Improvado’s Service Desk, categorized by issue type, and track resolution like a formal help desk system.\u003C/li>\u003Cli>\u003Cstrong>Email support:\u003C/strong> For non-urgent questions or setup requests.\u003C/li>\u003Cli>\u003Cstrong>Knowledge base and documents:\u003C/strong> There's a help center, blog posts, and FAQ pages—but even users who say that Improvado’s “customer service is fantastic,” don’t particularly like their knowledge base.\u003C/li>\u003C/ul>\u003Cp>“The documentation could be better and easier to navigate.”\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_knowledge_base_con_47f7d8b058.png\" alt=\"Improvado Knowledge Base Con - Customer review highlighting documentation issues with an arrow.\">\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-9748308\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Ci>Source\u003C/i>\u003C/a>\u003C/p>\u003Ch3>What are real users saying about Improvado?\u003C/h3>\u003Cp>There’s a very encouraging trend here: in the five most recent reviews from 2025, every single one mentions how helpful and responsive Improvado’s customer support is. That’s no small thing, especially for a tool with a steeper technical curve.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-11028625\" target=\"_blank\" rel=\"noopener noreferrer\">A verified user shares\u003C/a>: “...whenever we needed a new data connector that improvado didn't offer, they were very timely with building new ones.”\u003C/p>\u003Cp>The support structure is strong, especially if you're comfortable working ticket-to-ticket or escalated through a designated success manager.\u003C/p>\u003Cp>But it’s not \u003Ci>all\u003C/i> glowing.\u003C/p>\u003Cp>\u003Ca href=\"https://www.g2.com/products/improvado-improvado/reviews/improvado-review-9230640\" target=\"_blank\" rel=\"noopener noreferrer\">Reanna C. noted\u003C/a>:\u003C/p>\u003Cp>[quote color-variant=\"4\"]\u003Cbr>We’ve had some trouble with our account reps…The sales rep we started with was very knowledgeable and followed through well. But the account reps haven’t been as easy to work with or as knowledgeable, which has made some progress go slower than expected.\u003Cbr>[/quote]\u003C/p>\u003Cp>They also mentioned miscommunications that led to wasted follow-ups, something that can add friction when you're trying to move fast.\u003C/p>\u003Cp>[note color-variant=\"1\"]\u003Cbr>You can’t build reports, automate delivery, or streamline data management in one place. Support is good, especially on higher plans, but inconsistent. Expect to rely on multiple tools to get through your day.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Improvado Deep Dive #5: Security and Compliance\u003C/h2>\u003Cp>Improvado takes data security seriously, and it shows in their certifications and compliance efforts.\u003C/p>\u003Cp>Let’s see how.\u003C/p>\u003Ch3>How do they approach data encryption?\u003C/h3>\u003Cp>Improvado is SOC 2 Type II certified, which means they’ve passed a rigorous third-party audit of their systems’ security, availability, and confidentiality controls—with zero findings.\u003C/p>\u003Cp>That’s a green flag for data handling at scale.\u003C/p>\u003Cp>Encryption is part of the deal, along with tight controls and formal policies. But if you're hoping for detailed public breakdowns of how they encrypt data in transit or at rest, you’ll need to sign an NDA and request the full report, \u003Ca href=\"https://improvado.io/legal\" target=\"_blank\" rel=\"noopener noreferrer\">according to their documentation\u003C/a>. \u003C/p>\u003Cp>They’re legit, but they keep the good stuff behind the curtain.\u003C/p>\u003Ch3>Do they cover GDPR basics?\u003C/h3>\u003Cp>They’ve got the basics covered: a Data Protection Officer, user rights management (access, rectification, deletion), and platform-wide privacy policies. You can even email their DPO directly if you’ve got questions.\u003C/p>\u003Cp>Plus, HIPAA compliance. Improvado offers Business Associate Agreements (BAAs) for healthcare clients. That means they’re willing—and able—to handle PHI, with the appropriate safeguards in place.\u003C/p>\u003Ch3>Can you control who sees what (role-based access)?\u003C/h3>\u003Cp>Yes, and with surprising granularity, \u003Ca href=\"https://improvado.io/docs/available-user-roles\" target=\"_blank\" rel=\"noopener noreferrer\">according to their documentation\u003C/a>. \u003C/p>\u003Cp>Improvado offers six distinct user roles, each designed around a different function in the data workflow. You can assign the right level of access without giving away the keys to the whole system.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Improvado_user_roles_39e5ceff0f.png\" alt=\"Improvado User Roles - Dropdown list of user roles for a workspace.\">\u003C/p>\u003Cp>Here’s a quick breakdown:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Viewer: \u003C/strong>Read-only access; great for stakeholders who need visibility but no editing power.\u003C/li>\u003Cli>\u003Cstrong>Editor:\u003C/strong> Can build and modify pipelines, but can’t manage users.\u003C/li>\u003Cli>\u003Cstrong>Workspace Admin:\u003C/strong> Full control over data \u003Ci>and\u003C/i> user permissions.\u003C/li>\u003Cli>\u003Cstrong>Data Manager:\u003C/strong> Handles connections and credentials (think: ad accounts, source access).\u003C/li>\u003Cli>\u003Cstrong>Data Load Manager:\u003C/strong> Oversees where data lands (warehouses, lakes, etc.).\u003C/li>\u003Cli>\u003Cstrong>Data Analyst:\u003C/strong> Can transform and analyze data, but doesn’t touch credentials or user roles.\u003C/li>\u003C/ul>\u003Cp>[note color-variant=\"1\"]\u003Cbr>Enterprise-grade security, with fine-grained control—just not fully transparent. If you're after transparency on encryption methods or public-facing details, be prepared to ask, and sign an NDA to see them.\u003Cbr>[title]✅ TL;DR Takeaway[/title]\u003Cbr>[/note]\u003C/p>\u003Ch2>Final Verdict: When to Use Improvado and When to Switch\u003C/h2>\u003Cp>\u003Cstrong>Choose Improvado if:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>You need a powerful data pipeline, but not an all-in-one solution: \u003C/strong>If you’ve already got a BI tool like Looker or Power BI in place, Improvado plugs in well behind the scenes.\u003C/li>\u003Cli>\u003Cstrong>You’ve got a technical team: \u003C/strong>From setting up connectors to managing sync schedules, Improvado assumes some backend knowledge. \u003C/li>\u003Cli>\u003Cstrong>You’re focused on data optimization, not client delivery: \u003C/strong>If reporting happens somewhere else—and your priority is keeping pipelines clean and custom—Improvado’s your workhorse.\u003C/li>\u003Cli>\u003Cstrong>You want a tight grip over roles and data governance: \u003C/strong>With granular role-based access and compliance credentials like SOC 2, HIPAA, and GDPR, Improvado checks the boxes for enterprise IT and data security needs.\u003C/li>\u003Cli>\u003Cstrong>You don’t need built-in reporting, white-label dashboards, or drag-and-drop visuals: \u003C/strong>You’re fine sending data to another platform for final presentation.\u003C/li>\u003C/ul>\u003Cp>But what if what you actually need is fast, on-brand reporting in a single workspace, without bouncing between tools?\u003C/p>\u003Cp>\u003Cstrong>If that’s your reality, you’re looking for Whatagraph:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>All-in-one reporting, start to finish: \u003C/strong>No more stitching together Improvado + Tableau + Slack updates. With Whatagraph, data aggregation, transformation, visualization, and delivery happen in one place.\u003C/li>\u003Cli>\u003Cstrong>Made for marketers, not engineers: \u003C/strong>You don’t need a data science degree, or a spare afternoon, to get started. If you can run a social media marketing campaign, you can run a report in Whatagraph.\u003C/li>\u003Cli>\u003Cstrong>White-labeled and agency-ready: \u003C/strong>Brand your reports, manage clients at scale, and automate report delivery. \u003C/li>\u003Cli>\u003Cstrong>Save real time, every week: \u003C/strong>Whatagraph users consistently cut their reporting time by 30%–70%. That’s time you get back for strategy, creativity, or, let’s be honest, catching your breath.\u003C/li>\u003C/ul>\u003Cp>Ditch the Frankenstack. \u003Ca href=\"https://whatagraph.com/book-a-call\">Try Whatagraph\u003C/a> and see what reporting looks like when everything actually works together.\u003C/p>",{"id":1669,"description":1670,"items":1671},394,"Have more questions about Improvado reviews? We answered them here. ",[1672,1676,1679],{"id":1673,"question":1674,"answer":1675},1564,"How much does Improvado cost?","\u003Cp>\u003Cspan style=\"color:#000000;\">Improvado doesn’t list public pricing. You’ll need to book a demo to get a custom quote based on your data volume, sync frequency, and support needs. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">That said, reviews suggest it’s mid- to high-tier pricing, with credit-based add-ons for custom sources, dashboards, and support.\u003C/span>\u003C/p>",{"id":1677,"question":1035,"answer":1678},1565,"\u003Cp>\u003Ca href=\"https://whatagraph.com/reviews/funnel-io\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Funnel.io\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> starts at $399/month for their Essentials plan and goes up based on data sources, destinations, and usage. Like Improvado, pricing becomes custom at higher tiers, especially for enterprise features.\u003C/span>\u003C/p>",{"id":1680,"question":1681,"answer":1682},1566,"How much does Adverity cost?\n","\u003Cp>\u003Ca href=\"https://whatagraph.com/reviews/adverity\">\u003Cspan style=\"color:#1155cc;\">\u003Cu>Adverity\u003C/u>\u003C/span>\u003C/a>\u003Cspan style=\"color:#000000;\"> doesn't list its pricing publicly, so you'll need to schedule a demo and get a customized quote. The average annual customer payment is $30,000, based on our internal sales calls. \u003C/span>\u003C/p>\u003Cp> \u003C/p>\u003Cp>\u003Cspan style=\"color:#000000;\">There are also plans starting at $200,000 per year on Microsoft Azure Marketplace. In some cases, users have been able to negotiate 9% discounts based on contract terms and bundles.\u003C/span>\u003C/p>",{"id":1684,"metaTitle":579,"metaDescription":1685,"addNoIndex":15,"canonicalURL":31,"metaImage":1686},1956,"Looking into Improvado? Get a clear look at Improvado reviews, feature breakdowns, pricing details, and real user insights.",{"id":1623,"name":1624,"alternativeText":1625,"caption":31,"width":1413,"height":1414,"formats":1687,"hash":1632,"ext":292,"mime":293,"size":1633,"url":1634,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1635,"updatedAt":1636},{"thumbnail":1688},{"ext":292,"url":1628,"hash":1629,"mime":293,"name":1630,"path":31,"size":1631,"width":439,"height":440},{"id":1690,"metaTitle":414,"metaDescription":415,"addNoIndex":15,"canonicalURL":31,"metaImage":1691},1925,{"id":1692,"name":1693,"alternativeText":1694,"caption":31,"width":1695,"height":1696,"formats":1697,"hash":1705,"ext":292,"mime":293,"size":1706,"url":1707,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":1708,"updatedAt":1709},14502,"Tool_reviews.png","Tool Reviews - A graphic of an icon grid with website title and a highlighted tool icon.",2400,1256,{"thumbnail":1698},{"ext":292,"url":1699,"hash":1700,"mime":293,"name":1701,"path":31,"size":1702,"width":1703,"height":1704},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Tool_reviews_693e399201.png","thumbnail_Tool_reviews_693e399201","thumbnail_Tool_reviews.png",28.49,245,128,"Tool_reviews_693e399201",1008.5,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Tool_reviews_693e399201.png","2025-05-05T10:17:54.378Z","2025-05-05T10:18:00.072Z",{},1759908417793]