Do You Skip Client Reports? The Potential Pitfalls

Do you often run into challenges when creating client reports? Are these challenges so frustrating that you’ve decided to do away with reporting altogether?

While you may assume this is the best strategy for your agency right now, there’s something you need to remember: there are many ways to impress clients through the creation of detailed reports.

Here are some of the many potential pitfalls of doing away with client reports:

1. You’re Never on the Same Page

With daily, weekly, an/or monthly reports, you can be rest assured that you and your client are always on the same page.

They know what you’re doing and how much progress you’re making. Conversely, you have the opportunity to share your work and obtain feedback to ensure better results in the future.

2. They Never Really See That You’re Crushing It!

The only thing better than generating top of the line results for your client is sharing these results and hearing the positive feedback.

With regular client reports, it’s never a challenge to prove just how well your agency is performing. Also, you’ll find it easier to keep the client happy and improve the likelihood of a long-term business relationship.

3. It Could Come Back to Haunt You in the Future

Imagine this: you decide to do away with client reports and assume that everything is fine for several months. Then something happens. Your client comes to you and asks for all the information you’ve been holding back.

It could take quite a bit of time and effort to gather all the information necessary to get the client up to speed. Not to mention the fact that your client may not be happy with the strategy you’ve employed over that time.

As you can see, there are many potential pitfalls of skipping client reports. Rather than take a chance, it makes sense to learn more about Dasheroo for Agencies.

How to Impress Clients With Reports

As an agency owner, there’s nothing more important than impressing your clients.

While you’ll spend most your time and energy on generating top of the line results, there’s something else to remember: the way you share data with your clients is every bit as important.

Fortunately, with the help of Dasheroo for Agencies, you can impress your clients with every report you create and share. Here’s how:

1. Direct Access for Collaboration

While it may not be necessary for every client, some will request direct access. Fortunately, we make it simple to provide access with a couple clicks of the mouse.

From there, your clients can review, you can collaborate, and any changes can be made on the fly.

2. Deliver on a Schedule

For those clients that don’t need direct access, you have the power to share reports via email.

Best yet, you don’t have to manually send reports upon completion (unless you want to, of course). Instead, you can schedule them for daily, weekly, or monthly delivery. Talk about impressive!

3. Same Format Every Time

There’s nothing more unprofessional than altering the report format from month to month.

One month you send a Word doc, but the next you send a PDF. One month your logo is at the top, but the next you include your client’s.

If you want to impress your clients – while also making their life easier – you need to create and stick with a standard format. We make it simple to plug in the necessary data, all the while retaining the same look and feel.

Final Thoughts

Along with the above, here’s an excerpt from our website with a bit more information on why Dasheroo for Agencies is the right choice:

The world’s most respected agencies and brands rely on Dasheroo’s platform to track their client’s KPIs. Our cloud-based tools are both secure, reliable and backed by top-tier customer support.

So, if you’re ready to impress your clients with killer reports, you’re in the right place.

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.
  • 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?