Client Reporting & AnalyticsPurpose
1.2. Supports automated generation of dashboards and reports optimizing marketing analytics and performance reporting.
1.3. Enables automating recurring client reporting cycles, reducing manual tasks for analysts, and ensuring data accuracy and timeliness.
1.4. Empowers digital marketing agencies to automatedly present key KPIs, campaign trends, and visualization insights in dynamic dashboards and shareable visual presentations.
Trigger Conditions
2.2. Event-driven triggers (e.g., new campaign launch, ad spend threshold, data update in data source).
2.3. API/webhook triggers on data platform updates or new marketing events.
Platform Variants
• Feature/Setting: “Data Source” API; automate data connection and scheduled report emailing.
3.2. Tableau
• Feature/Setting: Tableau REST API; automate dashboard refresh and PDF export.
3.3. Microsoft Power BI
• Feature/Setting: Power BI REST API; automate dataset refresh and report sharing.
3.4. Looker (Google Looker)
• Feature/Setting: Looker API; automates scheduled delivery of looks and dashboards.
3.5. Klipfolio
• Feature/Setting: Klipfolio API; automated data feed updates and slide-out dashboards.
3.6. Google Sheets
• Feature/Setting: Sheets API; automate pulling and pushing marketing metrics for visualization.
3.7. Databox
• Feature/Setting: Push API; automates sending custom data points and dashboard updates.
3.8. Zoho Analytics
• Feature/Setting: Zoho Analytics API; automated report scheduling and share link generation.
3.9. Supermetrics
• Feature/Setting: Supermetrics API Connector; automate marketing data pulls to sheets or dashboards.
3.10. Domo
• Feature/Setting: Domo Data API; automate data ingestion and automated card updates.
3.11. Sisense
• Feature/Setting: Sisense REST API; automate widget refresh and dashboard embedding.
3.12. Qlik Sense
• Feature/Setting: Qlik Sense API; automates visualization reload and distribution.
3.13. Chartio
• Feature/Setting: Chartio’s API; automating dashboard exports and user access.
3.14. Airtable
• Feature/Setting: Airtable API; automate marketing data aggregation and chart block creation.
3.15. HubSpot
• Feature/Setting: HubSpot Reports API; automate performance data visualizations for campaigns.
3.16. Salesforce (Tableau CRM/Einstein Analytics)
• Feature/Setting: Analytics REST API; automate story generation, KPI snapshots, and forwarding.
3.17. Adobe Analytics
• Feature/Setting: Adobe Analytics 2.0 API; automating visualization widgets and insight delivery.
3.18. Zoho CRM
• Feature/Setting: API Reports, automate extraction and visualization of marketing pipeline.
3.19. Facebook Insights
• Feature/Setting: Graph API; automate visualization of ad or page performance data.
3.20. Google Analytics
• Feature/Setting: Reporting API; automate scheduled pulls for sessions, traffic, and conversions.
3.21. SEMrush
• Feature/Setting: SEMrush API; automate keyword, traffic, and audit data reporting for visuals.
3.22. Mailchimp
• Feature/Setting: Mailchimp Reports API; automates campaign reporting visualizations.
3.23. ActiveCampaign
• Feature/Setting: Reporting API; automate email engagement data into dashboards.
3.24. Slack
• Feature/Setting: Incoming Webhooks or Bots; automatedly deliver data visualizations to channels.
3.25. Monday.com
• Feature/Setting: API; automate reporting widgets for marketing tasks and visual progress.
Benefits
4.2. Eliminates manual reporting, reducing human error and saving countless analyst hours.
4.3. Supports automating cross-channel analytics for sharper campaign insights.
4.4. Ensures automated, real-time dashboards increase transparency for clients.
4.5. Scales automated report delivery for growing client portfolios without resource strain.
4.6. Integrates diverse marketing data sources for unified, automated visualization experiences.
4.7. Improves timeliness and frequency of marketing performance reviews through automation.