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Octoboard products, pricing, invoices

Octoboard products, pricing, invoices

Octoboard products and subscriptions

Octoboard offers three products. They can all be purchased independently of each other.

Octoboard pricing overview
  • MARKETING ANALYTICS - used by marketing agencies and businesses to save time and win new clients by creating online portals, to generate and automatically distribute SEO, PPC and other client marketing reports, to run SEO Audits, keyword analytics and capture B2B leads. Small, medium and large businesses use it to display data in online dashboards, to share business performance dashboards and reports.

Marketing Analytics product offers access to dashboards and automated reporting functionality, white label dashboard and report sharing, B2B lead generation features, built-in keyword analytics and Rank Tracker as well as Octoboard’s own AI-based trend detection and data insights distribution using email and Slack channels.

  • PPC DATA ANALYTICS is an advanced Octoboard module and a Data Warehouse store that combines data from paid advertising accounts and Google Analytics properties. It allows Octoboard clients to combine, clean and transform data as well as build and export new metrics and dimensions across connected PPC platforms to external systems such as Google Data Studio, Google Sheets, BigQuery, Looker and others.
  • ECOMMERCE ANALYTICS - used by online store owners. It allows Octoboard clients to receive real-time data and events from e-commerce systems, create advanced customer and product segmentation and build email marketing campaigns to reach online store clients. It also offers advanced email marketing features that include email campaigns and automations.
You can purchase any Octoboard product independently of each other.
Octoboard products overview

Marketing Analytics for Business

Octoboard for Business - used by small, medium and large businesses to display data on online dashboards to share business performance metrics internally, motivate teams and achieve company goals. Designed for a single business that may have multiple teams or departments, Octoboard for Business includes a set of features that facilitate sharing data with internal teams and clients.

Core products overview

Octoboard for Business product is charged based on the number of connections that you create. Visit Octoboard for Business pricing page to view available plans. Octoboard for Business product offers real-time widgets and data integrations.

If you would like to to use Octoboard's Marketing Analytics product for your business only (as opposed to using it as an agency that offers services to multiple end customers), you would be better off purchasing the Marketing Analytics for Business product. Otherwise, use the Marketing Analytics for Agencies option.

Marketing Analytics for Agencies

If you are a marketing agency providing service to multiple clients and would like to offer white labelled access to the Octoboard platform for your end customers, you will need to select the Marketing Analytics for Agencies.

Marketing Analytics for Agencies - used by marketing agencies to save time and win new clients by creating online portals, generating and automatically distribute SEO, PPC and other client marketing reports, running SEO Audits, keyword analytics and capturing B2B leads.

Marketing Analytics for Agencies is charged based on the number of marketing agency clients. Visit Octoboard for Agencies pricing page to view available plans. When purchasing this product, you can specify how many clients you would like to serve. Start from 5 clients. You can increase this number at any time.

Marketing Analytics for Business and Marketing Analytics for Agencies are separate products. It is not possible to change plans or transfer subscriptions or data across products.

PPC Data Analytics

The PPC Data Analytics is an advanced Octoboard module that combines data from paid advertising accounts, Google Analytics properties and our own web analytics data feeds. It allows Octoboard clients to combine, normalize and transform data as well as build new metrics and dimensions across connected PPC platforms.

Octoboard PPC Data Analytics is used by online businesses and marketing agencies to build multi-channel PPC data reports and dashboards, create custom metrics and dimensions as well as export data analytics views to Google Data Studio, Google BigQuery, Google Sheets, proprietary BI and Data Warehouse systems.
Ppc data analytics overview

These are some of the PPC Data Analytics features:

  • Multi-channel PPC data analytics and custom dimensions support
  • Custom data transformations: rules, datasets and advanced formulas
  • Ability to create new metrics, formulas and data dimensions
  • Reporting in over 140 currencies with daily exchange rates support
  • Shared and embedded dashboards and automated reports with fully customizable data templates
  • Data exports to Google Data Studio, Google BigQuery and Google Sheets
  • Access to normalised data in Octoboard Data Warehouse

PPC Data Analytics is charged based on the total ad spend across all connected PPC platforms. For more details please use the following links on E-commerce Suite configuration and E-commerce Suite pricing.

You can purchase PPC Data Analytics on its own. There is no requirement to purchase other Octoboard products if you are only looking for the Paid Advertising data analysis.
Pricing for ppc data add on

E-commerce Analytics

The E-commerce Data Analytics - used by online store owners. It allows Octoboard clients to receive real-time data and events from e-commerce systems, create advanced customer and product segmentation and build email marketing campaigns to reach online store clients.

Part of this module are email marketing features. Our clients use them to send email campaigns and create email automations for better client engagement, onboarding and upsell opportunities.

The E-commerce Analytics module is charged based on the number of orders (invoices) paid monthly in all connected stores and on the total number of emails sent per month. For more details, please the following links on E-commerce Analytics configuration and E-commerce Analytics pricing.

Ecommerce suite overview

These are some of the E-commerce Analytics features:

  • Advanced Ecommerce data analytics based on real-time online purchases
  • Product, customer and real-time shopping basket analytics
  • Advanced product and customer segmentation
  • Email marketing campaigns and automations for client outreach
You can purchase Octoboard E-commerce Analytics module on its own. There is no requirement to purchase other Octoboard products or add-ons if you are only looking for the E-mail marketing and E-commerce analytics features.
Ecommerce suite pricing information in octoboard

Google Sheets data export

Google Sheets data export is part of the PPC Data Analytics module. The Google Sheets add-on allows our clients to send cloud data from Web Analytics, Paid Advertising and other platforms directly to Google Sheets documents.

Octoboard google sheets add on overview

For more details on how to use and configure the Google Sheets add-on please read this tutorial.

Google sheets add on pricing

Upgrades, downgrades, switching from monthly to annual payments

You can purchase a monthly or yearly subscription at any time.

There is no need to wait for the end of your current subscription cycle in order to upgrade or downgrade your existing plan. During the life of the subscription, you can always upgrade or downgrade, switch from monthly to annual payment and back. Our platform keeps track of the unused time and only charges the difference. Before you make the purchase you will see the amount that you are going to be charged.

Every product comes with a no-obligation 14-day trial. Yearly subscriptions include a 30% discount.

Do you offer discounts?

Yes. If you purchase an annual subscription, you will get a 30% discount!

Octoboard product discounts

How can I pay for Octoboard?

When you purchase a subscription, our payment engine will start charging your credit card on a recurring basis. The recurring basis means that charges will be made automatically at the beginning of each billing cycle (monthly or yearly). We use Stripe to process payments. It is a global company operating in many countries. We do not accept PayPal payments or wire transfers.

Stripe accepts credit card payments in most world currencies. Our prices are in Euro but you can pay in your local currency. Stripe will convert the Euro price to your local currency on the day of the purchase.

Do you charge Tax/VAT?

In order to make a payment, you have to add your credit card to your Octoboard profile. The card will be validated and VAT correctly applied.

How to add payment method

Octoboard is an EU-based company. Clients outside of European Union will not be charged EU VAT.

We will apply European VAT rates to all purchases made by individual clients located in the EU. European companies should enter their correct business names and valid VAT IDs. We will validate the input and will not charge VAT on business sales in the EU in that case. If your VAT ID verification fails, VAT will be applied and paid to your national tax authority.

Make sure you enter the correct EU VAT ID including country code (ex: DE 999999999 in Germany). Please use https://ec.europa.eu/taxation_customs/vies/ to check if your VAT ID is valid.

VAT charges (charged or zero-rated) are indicated in Octoboard VAT invoices. Every generated invoice will be stored in our system. Visit LEFT MENU > SETTINGS > BILLING > PAYMENT HISTORY to locate them.

Our business is registered for VAT in the UK and in the Republic of Ireland. Customers in the Republic of Ireland (businesses and individuals) will be charged 23%. Customers in the United Kingdom (businesses or individuals) will be charged 20%.

Where can I find my invoices?

Every generated invoice will be stored in our system. Go to LEFT MENU > SETTINGS > BILLING > PAYMENT HISTORY to locate and download your EU VAT invoices.

Payment history invoices

If you want your invoice to contain VAT ID, make sure you enter it when adding your credit card (payment method). For European businesses, our system will validate VAT ID against your company name.

Can I cancel my subscription

You can cancel your subscription at any time. This can be done by either suspending your current subscription or deleting your Octoboard account.

To suspend your subscription, go to LEFT PANEL > SETTINGS > BILLING > SUBSCRIPTION and select the "Cancel" link under your subscription status on the right. A cancelled subscription will not be renewed unless you make it active again.

How to suspend your subscription

If you would like to delete your Octoboard account altogether, go to LEFT PANEL > Settings > Account and click "You can delete account here" link at the bottom. Once you have deleted your account, we will remove all of your configured dashboards, reports and collected data. You may still receive a few emails from us but you can always unsubscribe by using the "Unsubscribe" link available in all emails that you receive Octoboard.

How to delete account
Important: since we offer two separate products, please use the correct login to cancel your paid subscription: Octoboard for Agencies or Octoboard for Business.
Important: if you have two Octoboard accounts for two different products, you will need to log in twice using the correct login URL for each product and delete both accounts.

An email or phone request to cancel your account is not considered cancellation. You should follow the simple procedure above to remove your account and stop recurring charges.

Can you cancel my account for me?

Unfortunately, we can not delete client accounts on request. When you create an account, you always nominate an administrator.

Only your administrator can close (delete) your account.

By logging into our platform and following the steps above, you can delete accounts that you manage. As you go through the process, our platform will verify that you are authorised to delete data that you have collected for your organisation. Octoboard support members do not have such permissions.

We do not do refunds but may count unused time for future use at our discretion.

Can you call me to discuss pricing?

Octoboard offers a great set of features and integrations for the lowest prices on the market. We can keep our prices so low because we offer Octoboard as a self-service platform. One-on-one consultations or calls would make our products more expensive. We invest all of our time into building our analytics platform and pass the savings to our clients. This approach guarantees low prices for everybody - now and in the future.

If you have a specific question, Octoboard Knowledge Base should be able to answer it. Enter your query in the search field a the bottom of the Knowledge Base page. Our system should select an appropriate answer based on your query.

You can also contact our support team via our website or by selecting the "SUPPORT" menu item in the application. Our ticket system will register your query and we will reply to you. Make sure you leave your email address and we will definitely respond to your query.

Octoboard support contact button