You spend time each month assembling digital marketing reports to share with clients, providing them access to important campaign data. You value these reports (as well as the reporting process), so you also make yourself available for regular discussions to help clients understand the progress that was made, what this month’s data means and how it translates to larger business goals.
This care helps clients understand what is happening
today, but what if they want to quickly revisit what happened six months ago? Or what if they want to check on some metrics before your next scheduled call? It would be nice to be able to give clients access to a dashboard that allows them to look up this week’s website traffic or recall the number of conversions they received last quarter.
Now, with Megalytic,
Megalytic’s new client dashboard feature allows you to create accounts for each client, in which they can log in and see the reports you’ve chosen to share. Instead of forcing clients to recall previous reports or to dig through piles of old email, this new feature allows them to easily look up data by logging into their own dashboard. Clients can select the date ranges they want to use for the reports – allowing them to view current or past data.
Whether you’re using your Megalytic account to create reports for one client or 100 clients, this feature allows you to easily share access to
just the relevant reports with
just the right people.
You’ll find several benefits to the client dashboard feature:
- Add an unlimited number of clients
- Host reports with Megalytic or from your own domain
- Allow clients to modify date ranges and download PDF versions of reports
- Share only the reports you wish, and only once you’ve sifted through data and have added commentary to call out results to your clients
Let’s take a closer look at how to set up reporting dashboards for your clients.