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Best automated Yext reports for marketing teams

Build automated marketing reports for your analytics teams and clients using Yext data.

Automate Yext reports and dashboards
Connect Yext data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated Yext reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
Automated marketing reports

Automate Yext reports and dashboards

Connect Yext data and create automated reports and dashboards

Multi-channel templates for Yext

We created over 300 professional reports for you to use. Modify Yext data reports or create new reports from scratch.

Automated marketing reports
 
Seo client reporting templates for agencies

Build Yext reports quickly — Use our templates

No need to study all Yext metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom Yext reports or modify any of the existing templates.

Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your Yext data

Show how hard you work for your clients. Create Yext graphs and metrics that demonstrate positive historical changes and results.

Compare historical Yext KPI changes and prove ROI to any business with regular and automated reporting.

Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

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

Share data view links

Create public and private Yext dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.

White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify Yext data trends

Octoboard will constantly monitor Yext data changes for you. We use ChatGPT and OpenAI to identify Yext trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover Yext trends that you may miss. Connect to your Yext data and receive insights in your Email box.

Automated cloud data insights

YEXT REPORTING

Yext ticket count metrics by status, user, and satisfaction ratings.

Octoboard data dashboard: Yext application dashboard

Yext Integration: Building Automated Yext Marketing Analytics Reports Using Octoboard

Understanding the Impact of Yext Data Metrics

Yext, a powerful data management tool, offers invaluable insights into customer interactions, making it essential for marketing teams to leverage this information effectively. The key metrics provided by Yext include Avg Rating, Star Rating, Reviews, Searches by Source, Views by Source, Clicks by Source, Calls by Source, Views by Age, Views by Gender, and Views by Devices. Each of these metrics plays a critical role in shaping a comprehensive understanding of consumer behavior and brand perception.

  • Avg Rating and Star Rating: These metrics offer insights into customer satisfaction and service quality, serving as direct feedback from customers.
  • Reviews: Customer reviews provide qualitative data, offering deeper insights into what customers appreciate or dislike about a service or product.
  • Searches, Views, Clicks, and Calls by Source: These metrics help in understanding where the traffic is coming from and what actions users are taking, enabling marketers to fine-tune their strategies.
  • Views by Age, Gender, and Devices: Understanding the demographics and device preferences of your audience helps in crafting more targeted and effective marketing campaigns.


Build marketing reports and keep track of your SEO and keywords rankings with Octoboard.



Automation of Marketing Analytics Reports

Octoboard’s integration with Yext transforms how marketing teams handle data. The automation of Marketing Analytics report generation using Octoboard saves hundreds of hours. Instead of manually compiling data, teams can schedule automated reports, ensuring consistent and timely delivery of insights. This regular delivery, be it weekly or monthly, keeps teams and management constantly informed about marketing efforts and achievements.

Consolidating Marketing Analytics Channels

Marketing strategies often involve multiple channels, each producing a wealth of data. Octoboard’s ability to consolidate these channels into a single reporting platform is crucial. This centralization means marketing teams can view and compare data across channels, leading to more coherent and integrated marketing strategies. It underscores the importance of having a unified view of all marketing efforts, aiding in decision-making and strategy refinement.

Advanced PPC Analytics with Octoboard

For marketing agencies, the advanced PPC Analytics module by Octoboard is a game-changer. This feature allows the creation of new metrics, dimensions, and the use of advanced formulas to transform PPC data. It’s invaluable for agencies handling multiple accounts across various channels, locations, and currencies. The versatility offered by this module can be explored further at Octoboard PPC Analytics.

Save time by automating your reports, grow revenue and retain customers with Octoboard.



Automating Data Trend Detection with OpenAI Insights

The Octoboard platform elevates data analytics through its ability to monitor trends and generate insights using Yext data, powered by OpenAI. By automating the detection of trends and anomalies, marketing teams can stay ahead of the curve, understanding shifts in consumer behavior or market dynamics in real-time. This feature is not just about data analysis; it’s about actionable insights that can guide strategy and decision-making. More about this innovative feature can be found at Octoboard Automated Data Insights.

Google Sheets Integration for Enhanced Data Accessibility

The integration with Google Sheets is another standout feature of the Octoboard platform. By exporting Yext data to Google Sheets, marketing teams can manipulate and view data in a familiar and flexible environment. This feature is particularly useful for teams that rely on Google's suite of tools for their daily operations. It facilitates easier sharing and collaboration, ensuring that insights derived from Yext data are easily accessible and actionable. Learn more about this functionality at Octoboard Google Sheets Add-on.

Real-World Applications and Benefits of Integrating Yext with Octoboard

In practice, the integration of Yext data with Octoboard’s analytics platform brings a multitude of benefits. Marketing teams can monitor the health of their brand's online presence, track customer sentiment, and measure the effectiveness of their online marketing strategies. Agencies can provide clients with comprehensive and understandable reports, showcasing the value of their work and the ROI of marketing campaigns.

Automate all your marketing reports and use our free Open AI connection to capture new data trends with Octoboard.



Businesses can use this data to refine their marketing strategies, ensuring they're targeting the right audiences with the right messages. The granularity of data available means marketing efforts can be tailored to specific segments, increasing effectiveness and efficiency.

The automation aspect cannot be overstated. By automating routine data collection and reporting tasks, marketing teams are free to focus on strategic activities that drive business growth. It also means data is processed and reported faster, allowing for more agile responses to market trends.

Finally, the integration of advanced PPC analytics and Google Sheets, along with the ability to generate automated insights, positions Octoboard as a comprehensive tool that caters to diverse needs within the marketing analytics spectrum.

In today's data-driven marketing landscape, the integration of Yext with Octoboard offers an unparalleled competitive advantage. By harnessing the full potential of Yext's rich data through Octoboard’s robust analytics and reporting capabilities, marketing teams can make more informed decisions, demonstrate their value more clearly, and ultimately drive more successful marketing outcomes.

Notes
Use your standard Yext login to start collecting data. Octoboard requires read-only access.
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Last reviewed:
8-Apr-24
Dashboards:
Reports:
Client portals:
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Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

Automated data reports enabled by Octoboard software

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OCTOBOARD dashboards, templates and reports gallery: Seo audit for freelancers

YEXT REVIEWS DASHBOARD

Yext Overview - marketing dashboard
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OCTOBOARD dashboards, templates and reports gallery: Seo audit for freelancers

YEXT REVIEWS OVERVIEW (REPORT)

Yext Overview - automated report

Yext metrics

AVERAGE RATING

Average review rating
USE THIS METRIC

STAR RATING

Review ratings breakdown by Stars
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REVIEWS

Number of reviews over time
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SEARCHES

Number of company listing searches
Description
Data provided for visits coming from Search Engines. Bing reports data with weekly aggregations (granularity) only. Therefore, this widget data is only available with weekly aggregation.
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SEARCHES BY SOURCE

Searches sources
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VIEWS

Number of company listing impressions
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VIEWS BY SOURCE

Impression sources
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CLICKS

Number of clicks on company listings
Description
Data reported for Google and Yelp sources only.
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CLICKS BY SOURCE

Clicks sources breakdown
Description
Data reported for Google and Yelp sources only.
USE THIS METRIC

CALLS

Number of calls from listing page
Description
Data reported for Google and Yelp sources only.
USE THIS METRIC

CALLS BY SOURCE

Calls breakdown by sources
Description
Data reported for Google and Yelp sources only.
USE THIS METRIC

DIRECTIONS

Number of directions enquiries
Description
Data reported for Google and Yelp sources only.
USE THIS METRIC

DIRECTIONS BY SOURCE

Directions enquiries by source
Description
Data reported for Google and Yelp sources only.
USE THIS METRIC

AGE

Visitors age
Description
Data reported for Facebook traffic only.
USE THIS METRIC

GENDER

Visitors gender
Description
Data reported for Facebook traffic only.
USE THIS METRIC

DEVICES

Visitor devices
Description
Yelp reports device breakdowns for Profile Views only.
USE THIS METRIC

REVIEWS FEED

Latest reviews in a feed
USE THIS METRIC
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