The client reporting process is time-consuming.
Login to Facebook using a client account. Take a few screenshots. Paste them into a spreadsheet and send them to the client. Log out, log in again using another client’s credentials, and take screenshots.
Every. Single. Time.
This is a lot of wasted time. This time could be better spent on data analysis and essential decisions.
Your days of tedious data collection have ended.
This guide will show you how to reclaim hours using our automatically generated marketing agency dashboard. You’ll learn how to create an impressive dashboard that will impress even the most demanding clients.
Let’s begin.
What is an Agency Dashboard
A dashboard shows the overall performance of a marketing campaign.
Dashboards for agencies are made possible by automation. They can display data from multiple channels (e.g., engagement data from LinkedIn and Facebook) or combine it all into one place.
Reporting tools such as DashThis can be used to create dashboards. Connect all your favorite channels once, and it will automatically gather your marketing data in one report.
This is an example of a dashboard that DashThis can automatically generate for eCommerce when connected to Google Ads and Klaviyo. It’s easy to see the results at a glance.
This dashboard lets stakeholders view their performance instantly, unlike spreadsheets.
There’s more.
DashThis allows you to send these reports automatically via email and include a PDF attachment. This eliminates the need to send them manually.
How to create the perfect agency dashboard for your clients
According to a recent survey, 31% of marketers need help unifying their customer data from different sources. This could be due to an inefficient technology stack, misaligned customer-centric departments, or problems with cross-functional cooperation.
DashThis is a great tool allowing you to collect all your data from different channels in one place.
How to build a unified dashboard for your digital agency in just three simple steps
Connect your favorite marketing tool
Choose a template out of 40+ options
Choose your metrics from Preset Widgets. (Tip: if you get stuck, scroll through our examples).
DashThis automatically transforms your raw data into visually appealing graphs and charts. Drag and drop widgets to create a consistent look.
In a blink of an eye, automated marketing reporting tools can create multiple dashboards. You can save the dashboards as templates, copy them for future use, and white-label them to match your brand.
Get a 15-day free trial today to save hours. No credit card is required.
Agency Dashboard Templates
Templates help you to create consistent reports for your clients and channels. Here are three (and they’re free!) popular templates. You can create your dashboards using these three templates.
Digital Marketing Report Template
Digital Marketing includes all channels used to attract, nurture and convert customers. Use the template to track your progress in Google Analytics and other areas.
You can identify areas for improvement by looking at the numbers without being distracted.
Social Media Report Template
Social Media can be a great entertainment, education, and engagement source for your target audience.
It’s all you need to know before you sell to your customers. This comprehensive template will help you identify where your best customers are today.
You can then better plan your next month, quarter, or year by identifying the top channels.
PPC Report Template
PPC is more effective at reaching your ideal clients and generating sales than SEO. This dashboard allows you to track your ROI on paid advertising.
Gather both your PPC data and your SEO data into a single dashboard so you can see the ROI of an integrated approach.
Creating Agency Dashboard
Your report’s appearance can make or ruin a presentation.
If you do a poor job, the client may question your abilities. When did you design it correctly? You can leave a lasting impression, get buy-in to your ideas for the next campaign and renew the contract with the client without spending more time on the project.
DashThis dashboards are automatically generated so that you can take advantage of them.
Less is More
Select KPIs with high impact that are aligned with your business goals.
For example, C-suite clients looking to increase revenue might use net new annual revenue (ARR) as their KPI and measure progress using the following metrics: number of subscribers, expansion ARR, and churn rates.
Group together dataVisual dashboards that let designs breathe are the best.
These reports are free of extraneous elements and distill complex information in digestible graphics. They also create an easy-to-browse experience.
You can do this even if your design and coding abilities are zero.
Headers can separate unrelated data or allow clients to reflect on and process their progress. Drag and drop data to show the performance of campaigns across similar channels.