disqus data featured

How to create Marketing agency report with Disqus data

Disqus is a blog comment hosting service for websites and online communities. Features of Disqus include social integration, social networking, spam and moderation tools, analytics, email notifications, and mobile commenting.

When a business wants to have a thorough marketing strategy to promote their products or services, it can’t miss the opportunities Disqus gives its users. If content is king, then comments are among his most effective tools that turn visitors into customers.

If you are a Marketing Agency that promotes a certain number of businesses at a time, you  spend a lot of time creating marketing reports for your clients to let them see results of your work. We at Octoboard provide businesses, marketing agencies and bloggers with analytics and data presented in dashboards and reports that we generate and send to your businesses and their clients automatically.

Today we show you how to create a Disqus dashboard and report for a Marketing Agency and combine that data with other metrics. As always, it will only take 1 minute to setup and display.

disqus

How to add Disqus data metrics to a dashboard and report

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YouTube data

How to add YouTube data to Marketing Agency client report

YouTube is a perfect marketing channel for your client’s product. Videos are a great way of communicating ideas and, of course, selling. Marketing Agency clients want to see how their YouTube channel is working for them. Sending automated client reports every two weeks or monthly is an absolute must for any successful marketing agency today. That is where Octoboard Marketing Agency reports step in and help agencies save a lot of time per client by using YouTube data reports.

Here is how Marketing Agencies can automate the process of creating client reports.

Octoboard dashboards and templates allow you to have all the data not only at hand, but also generated as a report for clients of Marketing Agencies and sent automatically to them. Such way of representation of data helps Marketing Agencies and their clients get actionable insights out of information and make right business decisions.

YouTube data

How to add your client’s YouTube data to a report

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How to add Google Analytics data to Marketing Agency client report

How to add Google Analytics data to Marketing Agency client report

Clients of Marketing Agencies want value for their money and they demand updates. They want to see efforts made by agencies and, of course, they want results. They try to understand what works and provide input. This is why sending automated client reports every two weeks or monthly is an absolute must for any successful marketing agency today. Web analytics from Google is a big part of the regular client report.

Unfortunately, Google Analytics is complicated and to build a report from scratch will take hours. The only possible way for marketing agencies to provide visibility to their many clients on a regular basis is to AUTOMATE the whole process. Here is how successful agencies use Octoboard to build and send beautiful reports to thousands of their clients daily.

Here is how you could save time by generating web analytics reports from Google Analytics data automatically.

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How to use WordPress data in dashboards and marketing reports

How to add WordPress data to marketing agency report

WordPress is a free blogging and website platform used every 4th website owner (at least). Usage of WordPress generates a lot of interesting data that can be used for marketing and brand analysis and monitoring – by marketing agencies and individual bloggers.

Marketing agencies can use this data to send reports to clients and show the level of engagement posts generate as well as what posts work well. Tags ranking could be useful for individual bloggers while author ranking is useful for large online blogs.

Here is how you can analyze WordPress data and share it with team members and marketing agency clients automatically with Octoboard:

wp.com

First, follow these steps to get WordPress data into Octoboard:

  1. Go to Octoboard
  2. Select WordPress from the list of applications and use your WordPress login to start collecting data
  3. Select metrics from the list available Octoboard widgets, for example, TOP POSTS, ENGAGEMENT, LATEST COMMENTS and place it on a dashboard
  4. That’s it!

Instead of adding data and sharing it with your clients widget by widget, you can use ready-made Octoboard templates and make them part of your office dashboard or, if you are a marketing agency, send automated email reports to your clients.

WORDPRESS CONTENT TEMPLATE

WP Content

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QuickBooks template for business

QuickBooks Overview template for business

Octoboard adds QuickBooks template to business performance dashboard. You can now combine finance metrics from QuickBooks with SalesForce, Stripe, Google Sheets and other data services – all in one place. You don’t need to select metrics one-by-one, they have already been grouped for you. As always, you can always modify the dashboard you create using any of the Octoboard templates and integrations.

QuickBooks Overview template

QuickBooks Overview template metrics

  • OVERVIEW – Revenue, expenses, income over time.
  • INCOME – Revenue over time.
  • TOP CUSTOMERS – Income, Profit, Expenses from your top customers.
  • NET INCOME – Net income over time.
  • TOP CUSTOMERS  – Customer ranking by revenue (income)

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Monitor your finance metrics with QuickBooks

Monitor your finance metrics with QuickBooks

Monitor your company finance metrics with QuickBooks

We are adding QuickBooks metrics to our business performance dashboard. QuickBooks dashboard from Octoboard now allows you to monitor your finance metrics and combine them with data form other cloud applications that your startup or business use (SalesForce, Google Sheets, Stripe and so on). Having all the information presented in a dashboard that keeps updating automatically helps you track your finances and saves you time – no more switching between platforms or constant logins.

Leave all that data collection complexity and updates to Octoboard.

QuickBooks finance metrics in a dashboard

QuickBooks metrics by Octoboard

The following groups of metrics are reported in Octoboard QuickBooks templates and dashboards:

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How to add Google Sheets data to business dashboard

How to add Google Sheets data to business dashboard

We all know how important the data is to any business. A dashboard is one of the best ways to visualize your data. We at Octoboard see our goal in helping businesses make smart decisions by helping them use data. We have already integrated with over 40 cloud applications and today we add a useful way to share data on a dashboard that comes from Google Sheets.

Google Sheets in Octoboard

It is very important to focus the business on performance and have real figures to monitor it daily. This is why dashboards are key for focusing teams and achieving goals. Octoboard gets data from all products that you use (Social Media platforms, Email Marketing platforms, Finance platforms and more) automatically.

But sometimes it is not enough. We have legacy products and data that is stored in data sheets. With Octoboard you can display your Google Sheets data in a great looking business performance dashboard together with other data sources. You can easily connect to any Google Sheets document and display your data in graphs, pie charts and tables. Octoboard supports the following data types:

  • Single numeric value displays (with optional historic value tracking)
  • Data ranges – displayed in graphs
  • Category data – displayed in pie charts, tables or funnels.

Here is how new Google Sheets integration works in Octoboard.

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How to use your Stripe finance metrics

How to use your Stripe finance metrics?

If you run an online business, you will sooner or later come to the point where you have to have a way to accept payments. After all, businesses are about making money! It is not the sole reason, of course, but we can’t deny that it’s about money. So how to start accepting payments? Stripe is a great way to do it. It is a company operating in over 25 countries which allows individuals and businesses to accept online payments. Stripe also provides a great set of metrics that you can use for monitoring your billing and finance.

Below is an overview of key metrics and dashboard templates that can be built using free business performance dashboard from Octoboard.

Why do I use Stripe dashboard?

We have chosen to integrate with Stripe for several reasons. It is a service that takes security very seriously, which is of utmost importance when dealing with money. Its API is clean, well documented, and very easy to use. Stripe values data portability. It has great customer service. For all those reasons, Stripe has a lot of clients. And we at Octoboard understand that all those thousands of clients need their finance metrics at hand to be able to have all the up-to-date information they need. Which is exactly what we provide.

Octoboard dashboards for Stripe allow you to monitor revenue (recurring and by product), customer growth, pricing analysis, latest transactions and failure causes, fees and charges, and more. And you should definitely monitor them! Smart businesses use this information to adjust their strategy so that it leads them to success.

Set up your dashboard in just 3 minutes and start monitoring your finance metrics

Here’s how you Stripe Revenue dashboard can look like:

stripe finance metrics REVENUE

All the metrics are presented in a way that even a non-specialist will be able to make sense of it.

You can group your metrics differently to have more data in one dashboard:

stripe finance metrics ALL

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Octoboard adds new visualization elements to business dashboards and templates

Octoboard adds new visualization elements to business dashboards and templates

Two new visualization elements have been introduced to Octoboard platform:

1. Advanced pie charts

We change default presentation of metrics that display rankings to pie charts. The best way to use them is when you make a part-to-whole comparison (for example, new visitors to website vs returning visitors or mobile or desktop users).

Octoboard dashboards visualisation elements

Here we can see share of different ages and genders in your website audience. We use Yandex Metrica to illustrate this but you can select Google Analytics too.

Below is how page breakdown will look by default:

Octoboard PIE chart dashboard widget

As with any Octoboard metric, users can change default visualization settings in a single click as shown in this video:

Octoboard widget customisation example

2. Report tables

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How to use SendGrid data in Startup dashboard

How to use SendGrid data in Startup dashboard

Are you familiar with SendGrid? If not, the time has come to start using this amazing email delivering service. It helps companies and brands to grow by managing their email marketing campaigns, and they do it well. If you are already using this platform, you will definitely find it worthy of your time to learn how to use key metrics to monitor SendGrid campaigns.

Today we announce the release of a startup dashboard and templates for SendGrid!

SendGrid data metrics in a dashboard - Octoboard

Email marketing is one of the best solutions and marketing tools to build customer relationships. SendGrid is a great tool to send your emails at the right time, with the right content and to the right people. Those three conditions or principles are essential to any email marketer to follow. How do you make sure you really follow them?

Use your data

Even the smartest emails can not guarantee you a successful email marketing campaign. You should use data to constantly validate your tactics and even change directions if needed.

As a startup, along with Finance and Social media marketing, you should use SendGrid metrics on a dashboard and check them daily – Deliveries, Opens, Blocks, Bounces, Spam Reports and much more. The detailed list with descriptions of all the metrics can be found here. But we at Octoboard go further.

 SendGrid data

Why Octoboard?

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