Top Challenges When Creating Client Reports

Do you struggle to create reports that excite and inform your clients? Are you concerned that this is hindering your ability to provide the best quality customer service?

There’s nothing simple about managing clients. In fact, you have so much on your plate that you may overlook the importance of creating beautiful reports that convey all the necessary data.

There are many challenges when creating clients reports, but there’s something you need to know: Dasheroo for Agencies can step in and make your life easier.

Let’s examine three of the biggest challenges associated with creating and sharing reports:1

1. Inconsistent Reporting Format

One month you send a PDF file. The next month you send a Word doc. From there, you switch over to a Google Sheet. You get the point: there are a lot of ways to format your reports.

And that doesn’t even take into consideration the way you actually present the data.

Unfortunately, an inconsistent reporting format can make your agency appear unprofessional and unorganized.

Dasheroo makes it simple to overcome this challenge, giving you the tools you need to create a consistent format that works for you and your clients.

2. User Access

This is where things can really get complicated. Some clients need full access to their reports, while others only require read-only access.

You can’t keep up with these demands when using a basic reporting solution. You need something more robust.

We make it simple to serve clients with varying needs, ensuring that it’s always simple to review and collaborate in real-time.

3. Branding

There’s nothing more important than maintaining your brand’s identity, but this can be a challenge when creating client reports.

With Dasheroo, you can use the same template – time after time – to ensure that your brand identity remains the same.

If you continue to spend countless hours creating client reports – just to end up disappointed – you should change your approach.

At Dasheroo, it’s our goal to make client reporting easy again!

Hey, Agency Owners! Save Time on Reporting

As an agency owner, there is no better feeling than bringing a new client into the fold.

While this is a big boost for your business, it also means more responsibility. Not only do you have to complete the work you promise, but you also need to create and share reports to ensure that everyone is on the same page.

Here’s the problem: you spend so much time doing big things for your clients that you come up short in regards to reporting.

You have the option to manually create reports for each client, but this becomes more demanding as your business grows. Additional challenges associated with this approach include:

  • Time requirement to create a single report
  • Potential for data inaccuracies
  • The overall appearance of the report

Do you really want to spend hours on end creating a report? Are you okay with the idea of including inaccurate data (hopefully not)? What will your clients think when they receive a report that looks like it was created in 1999?

Fortunately, you no longer have to bog yourself down with these common challenges associated with client reporting. Dasheroo has you covered.

Not only can you quickly customize each report with a variety of insights, but you can also take advantage of features such as:

  • Alerts (so you keep track of the good and bad in real time)
  • Email dashboards
  • Export dashboards to PDF or PNG format for easy sharing
  • Invite unlimited people to share and collaborate
  • Slideshow mode for internal use and/or presentations

Note: our Free, Tall, Grande, and Venti plans are great for individuals and companies of all sizes, but it’s our agency plan that will suit you best.

In the past, you may have struggled with the creation and sharing of client reports.

Now, you can use Dasheroo to save time and impress your clients – and there’s nothing better than that!

New Features: User Roles & Permissions

Now you’ve got a better way to manage the users that you invite into your Dasheroo account!

We’ve just launched our new roles and permissions features so you can set user access and visibility controls — perfect for agencies and teams that build dashboards for clients and/or co-workers. In many cases these folks need a way to share the dashboard metrics but would prefer to restrict the editing capabilities. With the new roles and permissions feature you’ll always be in control.

When adding new users to your organization you can set them to either a Standard user or a Read Only user. As the account owner you can continue to manage users (inviting, removing, etc.) as you have been but now you’ll have even more control over the visibility and feature access within your account.

We’d love to hear your feedback on the new roles and permissions feature so go check it out and tell us what you think.

Note: This new feature is available on our Grande, Venti, Agency & Custom plans.

MailChimp Analytics: Enhance Your Email Marketing

Email marketing is alive and well, with HubSpot noting that “three-quarters of companies agree that email offers “excellent” to “good” ROI.

While some companies have a strong grasp of their email marketing strategy – complete with a system for tracking ROI – others continue to fall short.

MailChimp is one of the biggest players in the email marketing space, with the company providing customers with a variety of high-powered tools.

In addition to the data available through your MailChimp account, you’ll want to take things to the next level by creating a MailChimp analytics dashboard with Dasheroo.

Upon doing so, you’ll gain access to six insights (with these four among the most important):

1. List Health

This allows you to keep track of the total number of email addresses added to your list each day.

Growth may be slow at first, but it’s your goal for your subscriber count to constantly be moving in a positive direction.

2. Recently Sent Emails

If you want to generate a strong ROI, you need to track data associated with recently sent emails. Dasheroo provides an inside look at:

  • Sent
  • Opens
  • Clicks
  • Bounces
  • Unsubscribes

As you dig through this data, you’ll come to understand which types of emails are generating the best results.

3. Engagement

Here’s how we describe this:

Track your trending open and click rates by day based on the last 30 emails you’ve sent.

It’s one thing to send emails but another thing entirely for your audience to engage. You need to track engagement with each email you send, as this once again provides a solid overview of what is and isn’t working.

4. Bounces and Unsubscribes

You want to keep your bounce and unsubscribe rates as low as possible, so charting this MailChimp data is an absolute must.

If your bounce and unsubscribe rates continue to grow, something may be wrong with your approach. This could signify the need for an immediate change.

Note: along with the above, you can also track “health per list” and “engagement by list.”

When it comes to MailChimp analytics, you never want to sell yourself short. There’s plenty of data available, so make sure you’re spending enough time learning more.

Engagement is Key to Success on Twitter

Is your brand active on Twitter? Are you wondering why you’re not generating fresh leads? Are you coming up short in regards to growing your audience?

There is a fine line between success and failure on Twitter. While some brands are killing it, others continue to come up short as they aren’t putting enough effort into one key area: engagement.

You can share as many updates as you would like, but these don’t do you any good if you’re coming up short in regards to engagement. After all, this is what Twitter is all about.

There are four forms of engagement on Twitter:

  • Retweets
  • Replies
  • Mentions
  • Favorites

It should be your goal to achieve positive day-to-day and week-to-week growth in all four of these areas. As long as you’re seeing steady growth, you’ll soon come to find that your high engagement rate is bringing many benefits to your brand, such as increased leads and a growing network.

Taking things one step further, you should keep close tabs on the Tweets that generate the highest engagement rate. We calculate engagement rate as follows: (Replies + RT’s + Favorites) ÷ total followers.

As you come to understand which Tweets have the highest engagement rate, you’ll begin to see what type of content you should be creating and sharing.

For example, you may find that your audience loves to engage when you post links to industry studies and blog posts. Conversely, you may also learn that they don’t care too much about product and/or service updates.

Here’s the way you should look at it: if you’re going to use Twitter, you might as well put yourself in position to succeed. This means doing whatever you can to boost engagement.

How do you feel about your Twitter engagement rate? Is there room for improvement? Do you have any advice to share?

New Features: White Label the Dasheroo App

Hi there!

A few weeks ago we shared a coming soon update about one of our most popular feature requests: the ability for agencies to white label the Dasheroo app to provide a fully branded online experience for their clients. Today we’re very excited to announce that our new white label features are now live!

Dasheroo’s white label functionality provides agencies with a unique branding package that includes:

  • Custom domain (ex. dashboards.yourcompany.com)
  • Custom in-app logo
  • Custom sign-in page
  • All references to “Dasheroo” removed and/or replaced with your company name

 

With Dasheroo’s new white label functionality you can leverage the powerful dashboard tools and analytics that we provide while preserving the personalized branding and client relationships that you’ve worked so hard to cultivate over time.

So if you’re interested in learning more about the white label functionality and our agency packages, please contact us today so we can set up a time to chat and discuss further.

Lastly, we’d also like to take a moment to thank all the members of our Early Access Program who helped us test the new white label features. The feedback and guidance you provided was tremendously helpful and we certainly could not have had such a successful launch without your contributions.

Facebook Marketing in 2018: Track Everything

According to Facebook, its platform generated “1.37 billion daily active users on average for September 2017.”

As a business owner or marketing professional, this means one thing: you need to spend more time, money, and resources on Facebook in 2018.

There’s more to success on Facebook than posting regular updates and engaging with your audience every now and again. If you want to harness the true power of the world’s largest social network, you need to track every last piece of data associated with your marketing strategy.

Dasheroo's Facebook analytics dashboardThis is where a Dasheroo Facebook dashboard comes into play. With this, you can track a variety of data points, including but not limited to:

  • Impressions
  • Fans
  • New fans
  • Engagement
  • Engagement rate
  • Post clicks
  • Post likes
  • Post shares
  • Post comments
  • Recent posts
  • Highest engagement
  • Competitor fans
  • Negative feedback by type
  • Recent reviews
  • New reviews
  • Lifetime rating

As you can imagine, this data will impact the decisions you make in the future.

For example, if a particular type of update continues to receive negative feedback, you’ll want to avoid the same approach in the future.

Conversely, as you learn what your audience enjoys the most, you can focus more time and attention on sharing this type of content.

It doesn’t matter if you are new to Facebook marketing or have been dabbling in it for years, you can’t afford to overlook the power of the data that’s available to you.

With the help of a Dasheroo dashboard, you’ll never be left out in the cold. All the information you need is right at your fingertips!

What’s Your 2018 Social Media Strategy Missing?

With 2017 quickly coming to an end, it won’t be long before the new year arrives. When this happens, it’s imperative that your business is ready to hit the ground running.

When you look at your 2018 social media strategy what do you see? If it feels like something is missing, there’s a good chance you need to make a few changes before the calendar turns.

Although every company takes a unique approach to social media marketing, some continue to fall short in the same areas (one year after the next). Here are a few things your strategy could be missing:

1. A System for Tracking Progress

You can spend as much time as you want on your social media marketing plan, but unless you’re tracking your progress there’s no way of knowing exactly where you stand.

Dasheroo, for example, provides business metrics for all your favorite social media applications. From Twitter to Facebook, from Instagram to LinkedIn, it does all the heavy lifting for you.

If you’ve neglected to track your progress and results in the past, don’t go down this path again in 2018.

2. A Well Balanced Approach

Throwing all your time, money, and resources at one social media service is a common mistake that many companies have made in the past.

Maybe you had great success with Facebook in 2016 and 2017. For this reason, you want to double down in the year to come.

While there’s nothing wrong with sticking to what works, don’t underestimate the importance of a well balanced approach.

Even if you only focus on one additional platform, it may be more than enough to push your business to the next level.

3. Additional Manpower

In the early days of your business, you may have enjoyed taking on each and every responsibility. However, as you’ve come to find, this is no longer possible (or necessary).

So, if you’ve focused too much of your own energy on social media in the past, it may be time to bring someone else into the fold.

You may be surprised at how much progress you can make when you have a dedicated social media professional on your team.

So, there you have it. These are just a few of the things your 2018 social media strategy could be missing. What will you do to ensure social media success in the months to come?

Instagram is Growing Fast: Are You Taking Advantage?

Instagram’s growth rate is nothing short of astonishing. With each passing year (or sooner), this social media platform seems to be setting some type of record.

Check out this recent excerpt from TechCrunch:

“Instagram has doubled its user base, to 700 million monthly actives in two years, fueled by Stories, web signups and better onboarding on low-end Android phones. Instagram’s growth rate is actually speeding up. It took just four months to add the last 100 million users since hitting 600 million in December, while it took six months to go from 500 million to 600 million.”

What do you think about that?

While many people use Instagram for personal reasons – such as posting photos of their travels – it’s the companies that know what they’re doing that have been able to take full advantage of this growth.

With this in mind, there’s no better time than now to get in touch with your Instagram analytics. While there are plenty of KPIs to track, these three are among the most important to your brand’s growth:

1. Followers

This is what it’s all about. In a perfect world, your follower count would grow day after day. Even if growth slows, you want to see an upward trend from month to month.

2. Engagement

It’s nice to know that your follower count is increasing, but you don’t want to put all your eggs in this basket. There is more to Instagram than a large follower count. You need to dig deeper than that, and this is where engagement comes into play.

With Dasheroo, you can “view a rolling total of likes and comments for your posts in the given time period.”

3. Hashtag Performance

If you want to increase your follower count and engagement, it’s imperative to know how each hashtag is performing.

We make this simple by providing data on the following:

  • Hashtag
  • Likes
  • Comments
  • Engagement rate

Final Thoughts

Instagram could be the key to taking your brand’s social media presence to the next level.

If you’re not yet using this fast growing platform, now’s the time to get started. Once you have everything in order, create an Instagram dashboard and start tracking the KPIs detailed above (among others).

Coming Soon: New Agency Features

If you’re an agency currently using Dasheroo to manage your clients’ dashboards or a prospective customer looking to solve that very same problem, this update is for you!

We’re very close to putting the finishing touches on some great new white-label enhancements to our agency offering and we wanted to share a sneak peek today.

Custom Domain Names — Maintain your own brand with a custom URL for your account and dashboards.

Custom Logos — Add your own logo to display inside your account so your clients see your branding and not ours.

“Read Only” user role — Set this role to give clients access to their dashboard but prevent them from making edits.

Custom Sign In Pages — If you’ve invited users to view dashboards in your account they can login from a fully branded sign in page.


If you’re interested in learning more about these new features (and possibly getting early access before they are publicly released) please email us today. We’ll add you to our early access list. Don’t be shy, we’d love to hear from you!

Once we have the exact release dates for these upcoming features we’ll follow up with more information. But it will be in the next few weeks for sure.