Live Dashboards for Marketers

Present your marketing data in a user-friendly way and share links to live dashboards. The dashboards update automatically so your clients can always see the latest data. Unrestrained access to real-time data helps build trust while allowing stakeholders to make data-driven decisions fast. Tracking marketing goals has never been easier. Don’t bother with emails — share links to interactive dashboards in a few clicks.

Manual report sharing often includes double-checking and sign-offs by account managers or higher-ups. Such a structured reporting process creates stress, delays, and uncertainties. Emails get buried among other updates or are never read. With direct access to data, you streamline the way you share insights. Once your marketing team agrees on the dashboard content, visuals, and layout, you can share it with your client and never worry about ad-hoc deliveries and approvals.

An agency that provides access to key metrics from anywhere at any time has an edge in building better relations with its clients. Let clients change date ranges in shared dashboards and see how trends change over time. Hovering over individual graphs or tables reveals more detailed points under each graph or table. Sharing live dashboards speeds up both client-agency communication and decision-making. If a client wants to check the key performance indicators from a specific period, they don’t need to involve the account manager, and the account manager doesn’t need to involve anyone else in the agency.

Preparing data, attachments, and emails to answer ad-hoc requests increases the chances of mistakes. Some errors lead to more time spent sorting things out, extra calls, or even a client churning. A live marketing dashboard eliminates chances for mistakes and out-of-the-blue questions from clients. The data in dashboards is fully automated, with values, dimensions, and metric names pulled directly from the connected marketing platforms. However, Whatagraph’s Organize functionality allows you to change those outputs into something more understandable or easier to read.

On-demand links to live data could be a new tier in your agency’s pricing offer. Automated emails with PDF attachments are not an ideal way of reporting for all users. Emails can get lost in the spam folder, and people make errors, such as picking the wrong date range. Direct access to marketing reports removes all intermediaries between clients and their data. The end-readers can check the results of your marketing efforts at their convenience.