Client reporting is a crucial step in digital marketing. Agencies that have a good rapport with their clients receive more insightful feedback and have an easier time adapting marketing strategies based on informed client requests.
This process of reporting to clients can be realized effortlessly with client dashboards. This method allows for seamless and interactive communication with a client through visual data analytics. As data geeks, we are always advocating for business marketing reporting with real-time data. In this post, we will cover the most pressing questions about client dashboards:
To put it simply, a client dashboard is an easy-to-use management tool that allows clients to access and interact with marketing data. Dashboards also automate the process of building reports, as the data displayed is shown in real-time. Client dashboards consolidate many different data sources, save a lot of marketer time, and engage clients with their data.
Naturally, it's super easy to create a client dashboard with Whatagraph. If you need to get reporting fast, simply use one of our dashboard templates. Connect your social media, Google Analytics, and other accounts, and you're set. Our widgets will display a graphic representation of the client's marketing data immediately. All you will need to do is provide the client access.
If you want to create custom dashboards for your clients, there are vital things to consider before setting up the dashboard in Whatagraph from scratch.
Client reports are usually done at a frequent time interval and sent directly to the client. It can be in a PDF or PPT format, sent every week or every month. A dashboard with client access is usually available 24/7 and provides an instant update on marketing efforts and performance. Marketing agencies tend to use both methods to save time and gain client trust.
There a few essential steps in building custom client reports:
Once you have gone through step 1, steps 2 and 3 can be easily achieved with Whatagraph. We recommend selecting one of the free report templates that we have prepared on our platform to get started right away. All you will need to do is connect your data sources and start reporting to your clients instantly.
In the realm of marketing, client dashboards are here to stay. It's an interactive and engaging tool that agencies can use to communicate important information to the client. It's necessary to test the capabilities of many analytics tools and make the right decision.
You or your agency should look for the ease of use, range of features, and data sources, as helpful customer service. These are all the things that Whatapgraph does best. So we invite you and your agency to bring your analytics to the next level.
Published on Mar 18, 2021
WRITTEN BYWhatagraph team
The Whatagraph blog team produces high-quality content on all things marketing: industry updates, how-to guides, and case studies.
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