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CLIENT REPORTING FOR MARKETING AGENCIES

Save time and Impress clients with PPC, SEO and social marketing analytics.

All-in-one reporting platform: SEO, PPC, Social, Calls, Reviews, Rank Tracker.
Competitor analysis - rank SEO and keywords performance for top competitors.
White label client portals hosted on your website. Invite and Engage with your clients.
Extra revenue for agencies: 10 times more leads with embedded SEO Audit forms.
* Pugs are not included. They are here to improve conversion.

EVERYTHING FOR YOUR BUSINESS REPORTING

SCHEDULE AND AUTOMATE

Send unlimited number of reports to your clients and save time.

WHITE LABEL

Add your agency’s branding to all reports and dashboards.

INVITE STAFF AND CLIENTS

Give your clients their own login. You decide what data they can see.

HOST ON YOUR WEBSITE

Any dashboard or report can be added to any page of your site.

350+ PREDEFINED REPORTS

Fully configurable. Modify or create your own reports in seconds.

FREE SEO AUDITS

Add SEO Audit results to your client dashboards and reports.

70+ INTEGRATIONS

SEO, PPC, Email Marketing, Reviews and more integrations.

IMPORT YOUR DATA

Use our Google Sheets integration to show your own data.

LEAD GENERATION

Convert visitors to leads. Host SEO Audit forms and capture new leads.
White label client portal for marketing agencie

WHITE LABEL CLIENT PORTALS

 
Create and host white label client portals on your website. Use our library of templates, place your logo and send automated reports in seconds.

SAY NO TO WORKING WEEKENDS

 
Stop spending hours compiling data and building reports. Make beautiful, shareable reports in seconds.
All ppc platforms in one report templat

PPC REPORTING AND ANALYTICS

 
Watch budgets and measure effectiveness of every dollar spent on paid advertising.
We analyzed all metrics for you. Use our library of templates, modify or create reports from scratch.
Agency social media reporting template for client

CLIENT SOCIAL ACTIVITY IN ONE PLACE

 
All client social accounts and campaigns in one place – always available, automatically updated. Reporting metrics already prepared for monitoring and distribution.
Stop switching between social networks and save hundreds of man-hours every month.
Business marketing dashboards for multiple client

MANAGE MULTIPLE CLIENTS

 
Create clients, assign roles to users, control dashboard and login visibility - a perfect system for marketing agencies and freelancers.
Add any number of users and assign designers to help with client reports and dashboard creation.
Business dashboard for startups impress client

IMPRESS YOUR CUSTOMERS

 
Give your client managers the best system for monitoring campaigns.
Your team will always be up-to-date and focused on client success. Your customers will notice the difference. Guaranteed!
Automated ai insights reported in slac

KEEP CLIENTS HAPPY
SEND POSITIVE NEWS

 
Integrate our Positive News Feed into monthly updates for your customers. We will select positive data trends for your regular client reporting. Show best results of your work to your clients and keep them happy!
Seo audit lead generation with embedded for

10 TIMES MORE LEADS
HOST YOUR OWN SEO AUDITS

 
You can generate unlimited SEO Audit reports from your dashboards or from Audit Forms embedded on your website. The setup is easy! You will be hosting SEO Audits and driving new leads in less than 5 minutes.
Add branded SEO Audit form to your landing page and check your email for new leads every day!

WORKS FOR AGENCIES —
GET MORE REVENUE

 
It works great for any online business as well as for marketing agencies who can install forms on client websites. We offer this feature as a free add-on to all Octoboard plans. How much you charge your agency clients for collected leads is up to you!

FREE ADD-ON —
REDUCE COSTS

 
If you are paying for another platform that provides SEO Audit Lead generation feature, you can switch to Octoboard and reduce your monthly and yearly subscription fees. Embedded SEO Audit Forms is a free add-on in all Octoboard premium plans.
Cross channel ppc seo reporting for marketing agencies client

COMBINE SEM, PPC AND SALES
AND DRIVE ROI

 
Combine SEO, Paid Advertising, Social and Sales data to optimize Marketing Performance for more Clicks, more Leads and Conversions.
We will collect data continuously and present insights for you to make right decisions quickly.

CROSS-CHANNEL TEMPLATES
FOR EVERY SCENARIO

 
Our data scientists created professional reports for you to use. With Octoboard you will never start from scratch or spend time joining data.
Rank tracker and competition monitorin

KEYWORD RANK TRACKER

 
SEO keyword rank monitoring – across multiple locations, languages and competitor websites. Charge your clients for daily SERP reports and weekly updates.

COMPETITION MONITORING

 
Report on competitor domains for all your clients! Track historical changes in keywords rankings over time. Add competition monitoring to your automated client reports and portals.
Paid advertising cross channel analytics for ppc cost reportin

ALL PAID ADVERTISING
PLATFORMS COMBINED

 
Connect to PPC platforms that you use and show your total spend in one mashup graph. Benchmark payment platforms.
Monitor changes over time and fine-tune your paid advertising efficiency across channels.

CLICKS, SPEND, ROI
FOR ALL CHANNELS

 
Select any metric and setup your multi-channel PPC monitoring dashboards and reports in minutes.
Octoboard will keep updating the data and will send insights to your email box.

CAMPAIGNS, CONVERSIONS
EASY CONFIGURATION

 
Select any paid advertising data source and display historical graphs in multiple currencies, colours, numeric formats.
Configure and compare performance of PPC goals and campaigns over time. Measure effectiveness of every advertising dollar.
Seo ppc multi channel analytics for agency client

SEE THE BIG PICTURE —
TELL A GOOD STORY

 
Gather all information across your multi-channel SEO, PPC, Sales and Marketing platforms.
Add executive summaries to reports or dashboards shared in client portals or hosted on your website. All 100% white label.

ACCOUNT FOR EVERY DOLLAR
ACROSS ALL PLATFORMS

 
Know exactly how your ad spend converts to visits, leads and online purchases.
Effortlessly showcase results of your hard work to clients and management.
Business performance management dashboard share

SHARE WITH CLIENTS
BUILD PORTALS AND REPORTS

 
Add client portal to your website. Invite clients and let them explore your collection of dashboards and reports. Octoboard will do all the work.

SHARE WITH TEAMS
PUBLIC LINKS AND EMBEDDING

 
Make any dashboard or report public. Embed data views into any page of your website. Setup is very easy and does not require IT support.

SECURE AND PRIVATE
MANAGE DATA VISIBILITY

 
You decide what data to share or to keep private. Access rights for individual users and clients is under your control.
Manage tv screens with realtime business dashboard

SEND DATA TO OFFICE TV
MANAGE YOUR DEVICES

 
Manage your devices, office TVs and monitors directly in Octoboard. No need to use remote control.

ALL CONFIGURABLE
FROM YOUR DESKTOP

 
Set font size, themes, configure TV Loops and select dashboards to display - all within our platform.

SHOW REAL-TIME DATA STREAMS

 
Project to your Office TV real-time website traffic, online sales, email leads and subscriptions.
Octoboard dashboards for business data visualisation

EASILY COMPARE DATA
TO PREVIOUS PERIODS

 
Use Data Comparison feature to track changes over time. Ad spend, website traffic and sales growth - in tables, graphs and historical charts.

CHANGE VISUALISATIONS
IN ONE CLICK

 
All widgets in our reports and dashboards are configurable. Switch between graphs, tables, maps, funnels and pie charts in seconds.
Smtp email server configuration in octoboar

DEFINE CUSTOM EMAIL TEMPLATES

 
Use any of our predefined email templates for key email notifications. Change email texts to suit your brand.

CONFIGURE CUSTOM EMAIL SERVER

 
Send all client email communication from your own domain. Make your emails stand out - build personal relationships with your clients.
Zapier real time events in business dashboar

REAL-TIME EVENTS
FROM 2500+ ZAPIER APPS

 
Send live updates from Paypal, Reddit, Slack, Stripe and over 2500 Zapier applications. Build true real-time experience – share data in Office TV monitors, client portals, embedded dashboards and in automated reports emailed to your team members and clients.
Display google sheets data in business dashboard in your offic

GOOGLE SHEETS INTEGRATION
INCLUDED IN EVERY PLAN

 
Convert any Google Sheets document to a dashboard or PDF report and display it on Office TV, client portal, intranet website or send by email.
This is a free add-on and a feature of any Octoboard plan.

LOAD PROPRIETARY DATA
COMBINE WITH ANY DATA SOURCE

 
Use any visualisation. Octoboard can monitor changes in a Google Sheets cell and automatically build a graph of historical changes in a dashboard.
Use Google Sheets documents to display any proprietary data alongside cloud data trends from 70 integrations in over 350 data templates from Octoboard.

DOCUMENT UPDATES
TRACKED AUTOMATICALLY

 
Update your document using any available method - Zapier, data imports, manual data uploads.
Octoboard will identify any changes and will update your Office TV dashboards automatically.
OCTOBOARD IN NUMBERS
integrations
templates
customers
countries
AUTOMATED REPORTING TEMPLATES
Select template and use our Sales, Finance, SEO, PPC reporting tools to generate automated reports or create online marketing dashboards.
Click for details...
OCTOBOARD Dashboard Logo: Google AnalyticsGoogle Analytics
#web-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: Google AdsGoogle Ads
#paid-advertising #agencies
Click for details...
OCTOBOARD Dashboard Logo: Facebook AdsFacebook Ads
#paid-advertising #agencies
Click for details...
OCTOBOARD Dashboard Logo: YoutubeYoutube
#social-media #agencies
Click for details...
OCTOBOARD Dashboard Logo: LinkedIn PagesLinkedIn Pages
#social-media #agencies
Click for details...
OCTOBOARD Dashboard Logo: FacebookFacebook
#social-media #agencies
Click for details...
OCTOBOARD Dashboard Logo: TwitterTwitter
#social-media #agencies
Click for details...
OCTOBOARD Dashboard Logo: VKontakteVKontakte
#agencies
Click for details...
OCTOBOARD Dashboard Logo: StripeStripe
#billing-finance #ecommerce
Click for details...
OCTOBOARD Dashboard Logo: XInstagram (Deprecated)xInstagram (Deprecated)
#social-media #agencies
Click for details...
OCTOBOARD Dashboard Logo: Yandex MetricaYandex Metrica
#web-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: SalesforceSalesforce
#billing-finance
Click for details...
OCTOBOARD Dashboard Logo: QuickBooksQuickBooks
#billing-finance
Click for details...
OCTOBOARD Dashboard Logo: MailChimpMailChimp
#email-marketing #agencies
Click for details...
OCTOBOARD Dashboard Logo: ActiveCampaignActiveCampaign
#email-marketing #agencies
Click for details...
OCTOBOARD Dashboard Logo: Constant ContactConstant Contact
#email-marketing #agencies
Click for details...
OCTOBOARD Dashboard Logo: GetResponseGetResponse
#email-marketing #agencies
Click for details...
OCTOBOARD Dashboard Logo: AWeberAWeber
#email-marketing #agencies
Click for details...
OCTOBOARD Dashboard Logo: SendGridSendGrid
#email-marketing #agencies
Click for details...
OCTOBOARD Dashboard Logo: Campaign MonitorCampaign Monitor
#email-marketing #agencies
Click for details...
OCTOBOARD Dashboard Logo: SurveyMonkeySurveyMonkey
#marketing-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: WordPress.COMWordPress.COM
#brand-monitoring #blogging
Click for details...
OCTOBOARD Dashboard Logo: WordPress.ORGWordPress.ORG
#brand-monitoring #blogging
Click for details...
OCTOBOARD Dashboard Logo: Twitter SearchTwitter Search
#brand-monitoring #blogging
Click for details...
OCTOBOARD Dashboard Logo: Google NewsGoogle News
#brand-monitoring #blogging
Click for details...
OCTOBOARD Dashboard Logo: RSS FeedRSS Feed
#brand-monitoring #blogging
Click for details...
OCTOBOARD Dashboard Logo: MozMoz
#brand-monitoring #blogging
Click for details...
OCTOBOARD Dashboard Logo: AlexaAlexa
#brand-monitoring #blogging
Click for details...
OCTOBOARD Dashboard Logo: Zapier Real-TimeZapier Real-Time
#marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: WooCommerceWooCommerce
#ecommerce #billing-finance
Click for details...
OCTOBOARD Dashboard Logo: InstagramInstagram
#social-media #agencies
Click for details...
OCTOBOARD Dashboard Logo: AdRollAdRoll
#paid-advertising #agencies
Click for details...
OCTOBOARD Dashboard Logo: E-commerce SuiteE-commerce Suite
#billing-finance #ecommerce
Click for details...
OCTOBOARD Dashboard Logo: Google SheetsGoogle Sheets
#web-analytics #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: Google ConsoleGoogle Console
#web-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: Bing AdsBing Ads
#paid-advertising #agencies
Click for details...
OCTOBOARD Dashboard Logo: LinkedIn AdsLinkedIn Ads
#paid-advertising #agencies
Click for details...
OCTOBOARD Dashboard Logo: WhatConvertsWhatConverts
#marketing-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: CallRailCallRail
#marketing-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: LiveChatLiveChat
#devops
Click for details...
OCTOBOARD Dashboard Logo: XeroXero
#billing-finance #ecommerce
Click for details...
OCTOBOARD Dashboard Logo: HubspotHubspot
#marketing-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: Hubspot CRMHubspot CRM
#marketing-analytics #agencies
Click for details...
OCTOBOARD Dashboard Logo: ChartMogulChartMogul
#billing-finance #ecommerce
Click for details...
OCTOBOARD Dashboard Logo: ZendeskZendesk
#devops
Click for details...
OCTOBOARD Dashboard Logo: FreshdeskFreshdesk
#devops
Click for details...
OCTOBOARD Dashboard Logo: YextYext
#brand-monitoring
Click for details...
OCTOBOARD Dashboard Logo: BirdEyeBirdEye
#brand-monitoring
Click for details...
OCTOBOARD Dashboard Logo: Google My BusinessGoogle My Business
#brand-monitoring #seo
Click for details...
OCTOBOARD Dashboard Logo: SEO AuditSEO Audit
#brand-monitoring #web-analytics
Click for details...
OCTOBOARD Dashboard Logo: Real-Time Web TrafficReal-Time Web Traffic
#web-analytics #real-time
Click for details...
OCTOBOARD Dashboard Logo: SEMrushSEMrush
#brand-monitoring #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: Zendesk ChatZendesk Chat
#devops
Click for details...
OCTOBOARD Dashboard Logo: SEO Rank TrackerSEO Rank Tracker
#seo #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: MySQLMySQL
#database #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: PostgreSQLPostgreSQL
#database #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: RedshiftRedshift
#database #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: SQL ServerSQL Server
#database #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: OracleOracle
#database #marketing-analytics
Click for details...
OCTOBOARD Dashboard Logo: YelpYelp
#brand-monitoring #seo
Click for details...
OCTOBOARD Dashboard Logo: ShopifyShopify
#beta
Click for details...
OCTOBOARD Dashboard Logo: Google Analytics 4Google Analytics 4
#web-analytics #seo
ALL
WEB ANALYTICS
PAID ADVERTISING
SOCIAL MEDIA
BRAND MONITORING
EMAIL MARKETING
MARKETING ANALYTICS
BILLING AND FINANCE
DEVOPS
SEO
E-COMMERCE
DATABASES
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