The way to Scale Your Company with Automated Consumer Reporting


After you’ve onboarded a brand new shopper to your company and have their campaigns up and working, it’s frequent that almost all of communication will come within the type of shopper reporting. 

The frequency and format of every report will change for every shopper, though there’s no query that shopper reporting is among the finest methods to display the worth of your providers and retain purchasers over the long-run. 

As you begin to develop the company, nevertheless, it’s probably you’ve encountered one thing that many different businesses expertise: guide reporting doesn’t scale.

Between amassing, aggregating, and visualizing information—the time it takes to manually generate your individual shopper stories provides up shortly and could be a important bottleneck to development.

Because of this, shopper reporting must be automated as a lot as attainable.

On this article, we’ll focus on precisely the right way to automate your shopper reporting from begin to end, together with:

  • What to Embody in Consumer Reviews
  • Information Storytelling in Your Consumer Reporting
  • Report Automation: The way to Streamline Your Company

Let’s get began.

What to Embody in Consumer Reviews

The content material of every report will in fact change primarily based on the kind of advertising you’re doing, though there are frequent options that each report ought to embrace. 

To offer you an thought of what shopper stories ought to embrace, beneath are the seven sections that we’ve included in AgencyAnalytics’ digital advertising report template:

  • Report Abstract
  • Google Analytics – All Channels
  • Google Analytics – Objectives (Conversions)
  • website positioning Rankings
  • Social Media Overview
  • PPC Overview
  • Electronic mail Overview 

Report Abstract

The truth is that many purchasers gained’t perceive all of the technical particulars of every advertising marketing campaign, which makes the report abstract extremely essential. This part offers you the chance to put in writing out your evaluation of the previous month’s efficiency and description the plan going ahead.

Report Abstract

Google Analytics – All Channels

The Google Analytics – All Channels part shows the general success of the marketing campaign, together with the overall variety of guests, customer sources, and KPIs akin to common session period, bounce charges, and conversions. The objective of this part is just not solely to tell your shopper which channels are performing properly, however may assist direct your advertising technique for the next month.

Google Analytics Report

Google Analytics – Objectives

Subsequent, we have now a bit for the variety of conversions, or Objectives, which in Google Analytics can imply something from electronic mail signups to purchases. This part gives purchasers an understanding of their general ROI for every channel and likewise offers a granular have a look at metrics associated to objective completions such because the greenback worth and conversion fee.

Google Analytics Objectives

website positioning Rankings

website positioning rankings permits you to monitor and report on search engine rankings on each Google and Bing. You too can see how rankings are altering over time, permitting you to determine which key phrases may have extra consideration subsequent month.

website positioning Rankings Report

Social Media Overview

The social media overview reveals your shopper crucial metrics and KPIs for every platform they’re on. This consists of viewers engagement metrics akin to complete followers, publish engagement, attain, and so forth.

Social Media Overview

PPC Overview

Subsequent, we have now an outline part to trace pay-per-click (PPC) campaigns throughout a number of platforms. This consists of metrics akin to complete advert prices, cost-per-click, conversions, impressions, and extra. 

PPC Overview

Electronic mail Overview

Lastly, when you’re managing electronic mail advertising campaigns to your purchasers, this part permits you to monitor key metrics akin to  open fee, click-through-rate (CTR), and the expansion in subscribers all through the month.

Electronic mail Overview

Information Storytelling in Your Consumer Reporting

Now that we’ve mentioned what to incorporate in your shopper stories, let’s focus on how one can take reporting a step additional and inform a compelling story along with your information. 

Information storytelling refers back to the course of of reworking uncooked information right into a narrative that highlights key adjustments, patterns, or traits. That is achieved by combining three core options:

  • Information: Information storytelling first requires that you simply acquire and mixture the info right into a unified location. One of many fundamental advantages of reporting software program is that information is mechanically retrieved from numerous sources with an API.
  • Visualization: The following step is to take the uncooked information and apply information visualization in order that anyone can perceive it, no matter technical experience. This lets you rework uncooked information into actionable insights uncovering traits and patterns within the information.
  • Narrative: Lastly, information storytelling ought to embrace a story to explain the significance of the info and spotlight any essential KPIs.
Information Storytelling

One instance of knowledge storytelling in shopper reporting is so as to add annotations and objectives to your line charts and date-based column charts. As you may see beneath, this function offers lets you to focus on key adjustments instantly inside every chart:


Report Automation: The way to Streamline Your Company

The final important piece of shopper reporting is automation. Though the preliminary setup of your shopper reporting will take a while, report automation permits you to solely concentrate on essentially the most high-value duties akin to bettering outcomes and including your individual distinctive insights to every report.

It’s essential to notice that automation gained’t occur in a single day and as a substitute entails constantly tweaking and bettering your processes. That being mentioned, a couple of of essentially the most essential steps in direction of constructing an automatic shopper reporting machine consists of:

  • Centralizing your information
  • Leveraging report & dashboard templates
  • Creating finest practices for shopper communication
  • Assign information views & governance
  • Empowering your gross sales group

Information Centralization

One of the vital difficult elements of shopper reporting is pulling information from numerous advertising sources right into a single view. For instance, with the 60+ advertising integrations at AgencyAnalytics you may keep away from losing time by switching between accounts and streamline your marketing campaign monitoring in a single, intuitive interface.

Leverage Report & Dashboard Templates

After centralizing your information right into a single view, the subsequent step is to leverage report and dashboard templates. It could be the case that you simply need to begin from scratch and create a totally custom-made report, though sometimes templates could be a good start line that may be modified barely for every shopper. Report templates help you focus your efforts on marketing campaign outcomes, finally enabling you to scale way more effectively. 

Create Greatest Practices for Consumer Communication

After you’ve arrange your shopper stories initially, the very best practices for shopper communication is one thing that must be clearly outlined inside the company. Consumer communication might differ barely primarily based on the purchasers wants, so it’s usually advisable to find out this in your onboarding course of. 

Assign Information Views & Governance 

Whether or not you’ve determined to ship periodic stories or present 24/7 entry to a dwell dashboard, the subsequent step is to supply entry to purchasers. When you select to go along with periodic stories this may be executed by scheduling automated emails to your group every month. When you select to go along with a dwell dashboard, you can provide your purchasers their very own login to entry and utterly customise every person’s permissions, so purchasers see solely what they want.

Workflow Automation

Apart from automating particular person report technology, the ultimate step is to automate your company’s workflows. A technique to do that is with our suite of company instruments, which lets you create employees accounts, assign them duties, and monitor the progress.

Abstract: Automated Consumer Reporting 

Consumer reporting is an important a part of constructing and scaling a profitable company. That mentioned, manually creating stories can usually be a bottleneck that’s each time-consuming and inefficient. As a substitute of manually amassing, aggregating, and visualizing information, reporting software program permits you to mechanically pull on this information via an API in an effort to concentrate on extra high-value duties.

In abstract, automated reporting software program gives a lot of time and price advantages for businesses — a couple of of essentially the most notable embrace the high-quality consistency of your stories, the scalability they provide, and the benefit of shopper communication they supply. When you’re able to get began automating your shopper reporting, begin your free trial of AgencyAnalytics at this time.


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