We have added HubSpot and HubSpot CRM integrations. SEO Audits are now part of our product too. We will soon add white label options for hosting SEO Audits on your own website. It will be an excellent free lead generation tool for your business.
Yext templates are now available in Beta. If your agency is using Yext - please let us know, we will provide you with the access details.
These are some of the main changes in the product:
We have reviewed Web Analytics and Social integrations. A total of 215 new metrics and visualizations have been added. Templates have been updated to include new data.
Google Analytics and Google Ads dashboards and reports now have many more widgets such as Channels metrics, Medium metrics, Campaign breakdowns. All include conversion rates. All Top Posts, Top Tweets and similar widgets now rank latest posts or post for selected timeframes. All Top Post rankings are based on client engagement.
Facebook Ads templates include a lot more detailed tables and conversion details. We have added a template that covers Video ads performance (total plays, 2, 3, 30-second plays, average watch time and so on).
We have added ability to set multiple selection of Ad Campaigns and Ad Groups in PPC reports and dashboards.
We have added over 500 new parameters to report on in Google Analytics, Google Ads and other PPC platforms. If you set our "Comparison" switch to ON, you will get detailed breakdown of changes over time for Devices, Locations, Keywords, Search Queries, Paid Advertising campaigns, Conversions (Goals) and much much more.
As always, we do not want you to build dashboards or reports yourself - we took care of that! Octoboard templates have been updated with the new data for you. You can send reports and dashboards to your teams and clients using updated templates.
We have changed the way reports are managed. It should be easier to copy reports between clients. You do not need to create reports from scratch. Use our CLONE function. Select TOP-RIGHT menu and pick "CLONE" menu item.
In the dialog that will appear, select destination client. By default dashboards and reports are copied to the same client (or team).
When Octoboard connects to a cloud application it retrieves data in the currency that you use in that application. For example, if your Facebook Ads account is setup in British Pound (GBP), we will get all Spend, Cost Per Click and other metrics in British Pounds.
Since we do not know what currency is being used (we can not ask this information from Facebook), by default, we will display a dollar sign ($) next to financial metrics. However, you can always override this default value by specifying another currency in Octoboard.
To change currency symbol, go to LEFT MENU, select CLIENTS, choose your CLIENT, select “Formatting” tab and use available configurations as shown on this image:
Please note that this configuration is defined on a PER-CLIENT level. This means that if you have multiple clients operating in different currencies, you can always set different currency symbols for each individual client.
By default metrics in Octoboard display changes over time in absolute values. If you would like to see changes in relative terms you can configure this by going to your TEAM or CLIENT configuration and visiting "Formats" tab. There you can select "Percentage" or "Absolute values" as show on the image below:
This setting works for all widgets of the TEAM or CLIENT.