9 Client Reporting Tools That Will Save Your Agency Time
You love data. Nothing makes you — and your client
— happier than a chart that shows just how great a campaign is
But collecting all that data each month, organizing it,
creating charts, and writing up reports is draining your team’s
Typically, agency staffers spend around four or five hours per
client each month reporting on digital. So say you’re
managing around 20 clients: Your effective hourly rate for each
employee is $75, and it takes four hours to create each report.
You’d save almost $5,000 per month if you automated
What’s worse? These reports are essential to the
client, but she rarely spends more than a few minutes breezing
over them — she wants confirmation that things are
trending up and to the right. If they’re not, you’re going to
need to address that over the phone or in-person. A report
isn’t going to help her understand the context of the problem
or how you’re going to fix things.
To create reports quickly and easily for many different clients
with different KPIs, consider using one of the below marketing
reporting tools. These will help to reduce the amount of time
you spend gathering data and creating reports so you can
spend more time on the work that matters — building
9 Client Marketing Reporting Tools for Agencies
Megalytic provides templates so that you can easily import your
data from sources such as Google Analytics, AdWords, Facebook,
a CSV file, and others.
The tool has a library of widgets, such as ecommerce sales by
geography, AdWords conversions, social referrals, etc., that
you can easily add to your reports for more in-depth
details. You can also set up reports to be automatically sent
to a specific list of individuals, and then track to make sure
they landed in the recipient’s inbox.
Databox enables agencies automate the client reporting process
by compiling data from many popular marketing software and
services — including HubSpot
Analytics, Adwords, Facebook ads, Twitter, Linkedin Company
Pages and Instagram. After connecting your
client’s services, Databox becomes the single place where your
agency’s team can set goals, monitor progress, calculate ROI
numbers and receive alerts when things aren’t going to plan.
Databox offers pre-configured reports (like the one below that
features data pulled from HubSpot CRM and HubSpot marketing),
and the option to build your own custom reports via their
designer. You can view your data across multiple devices,
including your mobile phone, desktop, TV, and via Slack.
RavenTools is useful for agencies and their clients who
need a few more reporting features. There’s a research
center for analyzing competitors or target sites, the ability
to schedule social media updates, a tracker for link building
campaigns, and an SEO auditor.
There’s also a useful feature for analyzing your
client’s site against those of their competitors — you can
compare backlinks, domain authority, load time, page speed, and
other metrics. The report feature has drag-and-drop
functionality and makes it easy to add the results of the
tests and research performed through RavenTools additional
features to your reporting documents.
This tool works with more than 100 service providers to pull in
data quickly without the help of a support team or IT pro. It
has a ton of customizable widgets you can use to drill down
into specific metrics, uncover problem areas, or show
improvements in a client’s marketing efforts — all tailored to
the specific needs of the client.
It also provides user permissions and roles to protect your
client’s data from being viewed by people who shouldn’t have
access to the account, and agencies can create an overview
dashboard that shows all of the agency’s clients in one
screen, making it easy for leadership to quickly determine
problem areas and which accounts need extra attention. In
addition, it can be fully white-labeled and provides a feature
for adding a service charge (a percentage markup of your
choosing) to a client’s campaign.
This white-labeled tool turns analytics data into a written
report that highlights the results of your digital
marketing efforts. You simply connect your Google Analytics or
Adwords accounts, and schedule when you would like the report
to be sent to the client’s account manager.
During the review, you can add in notes and suggestions for
improvements prior to it being sent to the client. The
tool is created by Automated Insights, a platform that the
Associated Press is using to write more than
4,000 quarterly earnings reports without
DataHero integrates with cloud services beyond those
focused on marketing, such as ZenDesk, GitHub, Eventbrite, and
more, so you can customize your reporting to the specific
campaign needs and activities of your various clients.
With this reporting tool, you can upload data or choose the
data to import, and it gives you suggestions on the right chart to
visualize your data. DataHero then gives you the option to
manipulate and add data to the chart, making it easier to
create insightful and useful charts for your client’s
review. (Disclosure: DataHero is a HubSpot
For agencies that want the client experience to remain with
their brand, DashThis provides a custom URL and a fully
white-labeled account. The tool integrates with a ton of
platforms, including Instagram, Ahrefs, comScore, and Perfect
DashThis surveyed agencies and found that there were three main
report types agencies and their clients wanted. They created
templates reflecting these results that are simple to set up
and perfect for keeping track of performance each month.
DashThis is primarily a dashboard tool, rather than reporting,
so use this for keeping clients or your team up-to-date on
performance throughout the month. However, you can send
notifications and a report summary or create a PDF from
the chosen dashboard.
Dasheroo gives agencies the ability to create
client teams with different levels of permissions so
that data stays secure between multiple accounts. It
includes templates to help you create charts more quickly, and
it has an interesting feature called a mashup, where it will
compare two different metrics so it’s easier to
spot trends and issues.
This cloud app lets users to build customized
business performance dashboards that sync in real-time across
multiple devices — including TV monitors, web browsers, and
mobile devices. For agencies looking to get a high-level view
of their clients’ performance from numerous data sources,
Klipfolio delivers a wide variety of options to connect both
on-site and cloud-based sources.
What tools do you use to speed up monthly reporting? Let us
know in the comments below!
Editor’s Note: This post was originally published in
April 2016 and has been updated for freshness, accuracy, and