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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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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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