How to add Google Sheets data to a marketing agency report

Add your Google Sheets data to an agency marketing report. Save time and add more value to your clients with automated reporting from Octoboard.
Octoboard MarketingAnalytics Blog
OCTOBOARD: How to add Google Sheets data to a marketing agency report

How to add Google Sheets data to a marketing agency report

Client reporting is a tough job for marketing agencies. It takes a lot of time to collect information, analyze it and prepare a detailed and insightful report. To overcome this challenge, agencies use automation tools that help save time and free it up to more creative tasks.

Google Sheets for automated client marketing reporting

The popular metrics and statistics marketers usually put into client reports include Conversion (leads, CPC, revenue), Traffic (sessions, pages, referrers), SEO (ranks), PPC (CTR, impressions, ROI, ad spend), Social Media data and Email Marketing stats. These metrics are easily reported from cloud apps and platforms.

Create marketing reports and use ChatGPT and Open AI to monitor data trends with Octoboard.

But there is another type of data that is not collected in applications. It may include:

  • Marketing plan
  • Target market info
  • Primary marketing channels data
  • Growth opportunities
  • Project scope
  • Future campaigns ideas
  • Goals
  • Financial projections and many more.

Marketers store this information differently, and Google Sheets is one of the most popular ways to manage important business data.

Octoboard’s automated reporting solution

Octoboard offers an automated reporting solution for marketing agencies and business owners. The “all-in-one” software tool helps create customizable White label reports for clients when each report takes no more than a minute to prepare.

We have already shown how users can add different data to marketing reports from our 50+ integrations: Twitter, Google Analytics, Instagram, Facebook, YouTube and many others.

Sometimes data is stored in spreadsheets, for example, financial or sensitive information that does not show up in Social Media or other platforms. For this, we provide a useful Google Sheets Integration - one more way to manage, display and report your data quickly and without much effort.

With Octoboard you can report your Google Sheets data to your clients together with other data sources - Social Media, Paid Ads, Web Analytics and more. You can 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.

Add your Google Sheet data to a marketing agency report

  • Access Google Sheets wizard pressing ADD METRIC button and selecting “CUSTOM DATA” tab.
Google sheet wizard configure data point
  • Choose your Google Sheets File
Google Sheet data insert
  • Select data range and visualization
Google Sheets data range of values
  • Add Google Sheets data to your report
  • Customize the report and send it

Why use Octoboard for reporting

  • It’s important that you have the ability to link the sources you already use: Google Analytics, Yandex.Metrica, Moz, Alexa, Wordpress, Facebook, Twitter, Linkedin, Instagram, etc. Octoboard has 50+ integration - you can connect all the popular platforms.
  • Octoboard offers a variety of plans to fit every business - from startups to big marketing agencies and enterprises. Individual plans are also available.
  • Using Octoboard is intuitive and easy, you do not have to be an IT specialist.
  • In-depth reporting it is achieved by multi-channel data tracking and effortless and, at the same time, detailed reporting.
  • If you want to make your report your own by either adding your logo or your client’s logo, you should be able to. The same goes for corporate colors and text adding - your automated reports should have these features. Octoboard provides a White label feature that is much appreciated by marketing agencies all over the world.
  • It does not take more than 1 minute to create an automated report using Octoboard solution.
  • Automation should not stop at generating reports - it is very important to be able to schedule and send it automatically to your clients as well. Octoboard allows you to do that quickly and without effort.
  • Clients appreciate clear data in reports and Octoboard provides it.

Final Words

Report automation saves a lot of time and reduces a large amount of manual work. Automation is a necessity for every marketing agency with a lot of clients. If you do not use it, you fall behind your competitors. Join Octoboard today and save time while adding value to your clients!

Octoboard for Agencies - Automated reporting

Start using your cloud data to grow sales, save cost and retain clients
Save time by automating your reports, grow revenue and retain customers with Octoboard.
How to enable cross-channel PPC analytics with Octoboard
Your marketing Data Hub
Power all your marketing analytics, reporting and data warehouse systems - from data aggregation and cleaning to data visualisation and exports.
Build marketing data hub with octoboard
Business features include
Your marketing Data Hub
Connect PPC data sources
Clean and transform data
Export to external systems
Secure Data Warehouse access
Automated reporting
White label client portal
ChatGPT data insights
OCTOBOARD: The ultimate guide to successful email marketing on woocommerce
The Ultimate Guide to Successful Email Marketing for WooCommerce stores
Learn how to boost engagement and drive sales with effective email marketing strategies for WooCommerce stores. Use Octoboard Email marketing software to increase WooCommerce sales and manage Shopping cart abandonment.
E-Commerce Analytics | 16-05-2024
OCTOBOARD: Effective email marketing for saas businesses that use stripe billing
Effective Email marketing for SaaS businesses that use Stripe billing
Complete overview of the Email Marketing for SaaS companies that use Stripe as payment engine. Read this Stripe - Email Marketing integration tutorial to effectively manage your Email Marketing campaigns with Octoboard.
E-Commerce Analytics | 13-05-2024
OCTOBOARD: Mastering cross channel ppc advertising analytics
Mastering Cross-Channel PPC Advertising Analytics: Top Metrics for Google Ads, Facebook Ads, Tiktok, Snapchat, Criteo reporting
Uncover the power of Cross-Channel Reporting in optimizing your paid advertising efforts across multiple platforms. How to use paid advertising analytics platforms such as Octoboard to build multi-channel PPC reports.
PPC Analytics | 25-04-2024
OCTOBOARD: Maximizing ecommerce performance
Using E-commerce data analytics platform: Analyzing Stripe and WooCommerce data
Discover how E-commerce Analytics can boost your online business performance with insights from E-commerce analytics platform such as Octoboard that use Stripe and WooCommerce data.
E-Commerce Analytics | 10-04-2024
OCTOBOARD: How to automate seo reports
How to automate SEO reports for marketing agency clients
Tailor your SEO reports to meet the unique needs and preferences of each client effectively. Learn about the essential metrics that should be included in your SEO reports for optimal marketing performance tracking.
Marketing Reports | 31-03-2024
OCTOBOARD: Improve roas with advanced ppc analytics
Improve Your ROAS with Advanced PPC Analytics: A Quick Guide to Cross-Channel Reporting
Unlock the potential of your PPC campaigns with cross-channel reporting. Learn how the Octoboard platform can transform your ROAS through data-driven PPC analytics.
PPC Analytics | 15-06-2023
OCTOBOARD: Ecommerce performance metrics in automated reports
Mastering SaaS Reporting: Key Ecommerce Metrics, MRR, and Automated Insights
Supercharge your SaaS performance reporting with actionable insights from key ecommerce metrics and MRR. Discover how automating your reporting process can drive growth and optimize revenue generation for your SaaS startup.
E-Commerce Analytics | 13-06-2023
OCTOBOARD: Facebook social media dashboard
Social Media Dashboard for Facebook Released
Explore our guide on utilizing the Facebook Marketing Dashboard for effective marketing strategies. Gain insights on essential metrics and practical tips to improve your brand's online presence and engagement.
Marketing Reports | 01-05-2022
OCTOBOARD: Twitter social media dashboard
Social Media Dashboard for Twitter Released
Octoboard adds Twitter Digital Media Dashboard to its Free Social suite. Use dashboard metrics to monitor your social network activity.
Marketing Reports | 02-01-2022