Today, all businesses rely on data. Marketing agencies need to collect the data of your marketing campaigns, analyze them, and report it to your clients. This helps your clients get visibility into the marketing campaigns and make informed decisions on next steps.
But is it easy to collect and organize data within a particular dashboard and present it to the client streamlined?
This means that marketing agencies will have to spend their valuable time and money on many manual activities. That is a huge task as established marketing agencies work with multiple clients. A better solution here is to automate the entire client reporting process.
To help agencies ease their work, we have jotted down everything marketers and agency owners need to know about client reporting tools.
What are Agency Client Reporting Tools?
Agency client reporting tools are software applications that help agencies submit their client reporting data to the right destination. They make it easier for agencies to get their client reporting data to the right people, reduce data entry errors, and increase the quality of the data presented to a client.
They have been designed to the needs of agencies, so they are easy to use and require little training. Further, these tools are automated and save both time and effort for the agency employees.
They also provide several extra features that make it easier for agencies to get their data to the right place and reduce the time it takes to complete a client report.
Why should Every Agency Invest in Client Reporting Software?
For any marketing agency, efficient client reporting tools are a key strategic asset. The Client Reporting Software offer powerful insights and real-time information, helping them build stronger relationships with their clients.
According to HubSpot, 23% of agencies fail to meet client goals and expectations. One of the best ways to address this issue is by regular reporting. Here are a few significant reasons why client reporting tools are a must for agencies:
Save your time and effort
With a client reporting tool by your side, agencies can handle multiple clients and accounts and focus on the most crucial KPIs simultaneously. Hence they can save their valuable time and utilize it only on critical tasks.
Build trust and transparency
Client reporting allows you to be more transparent and build trust. With clear objectives and metrics, you and your client can track your results and overall performance.
Improves communication
You get to communicate clearly with your clients and keep them accountable with detailed reports, accessible analytics dashboards, and other results. This also leads to a healthy and long-lasting relationship with them.
11 Client Reporting Tools every Agency should Use in 2023
Let’s face it, running an agency is hard work. Managing client projects, invoicing, and reporting on campaign performance as a business take up a lot of time and effort. The good news is that tools are available to make things a little easier.
Let’s look at some popular client reporting tools and their pros, cons, and pricing.
GrowthNirvana is a no-code marketing analytics platform that gives marketing analytics in just a few minutes. The platform is fully managed, secured, and highly available for your data to be stored and processed quickly and safely.
Looking for the ideal client reporting software? Explore how Growth Nirvana can help you create the best reports
You can automate the entire management of the marketing analytics and share the reports with as many people as you want. This tool provides you with the benefit of adding unlimited members without any extra charge.
Check out –
- How Hot Dish Advertising uses Growth Nirvana for their marketing analytics
- How LeanSEM cut reporting time by 50%
Pros
- Highly customizable user interface
- Over 150 data connectors
- Ability to connect marketing channels to e-commerce or CRM systems to give full funnel analysis
- Customer Success team to give enterprise-level “white glove” support in onboarding and ongoing engagement
Cons
- There is no inexpensive plan for 1-person agencies
Pricing
- Starting at $1000/mo
TapAnalytics is a leading marketing platform that provides integrated reporting, workflow management, and other analytics aspects within a single interface.
It has powerful features that make reporting and campaign marketing analysis fast and easy, thus saving your time and effort. With TapAnalytics, you can automate data extraction from more than 100 sources and use customizable widgets to show metrics for improvement in marketing efforts.
Pros
- A simple user interface makes this tool accessible to all.
- Access to a large integrations library for marketing reporting needs.
- Automated integration to speed up data import.
Cons
- The basic plan is not expensive.
- Sometimes, the turnaround time is too slow for fast-moving businesses.
Pricing
TapClicks package costs $599 per month, or $499 per month if paid annually. Before invoicing begins, a 14-day free trial is available. Only email support and a small number of integrations are included in this basic package.
The monthly starting price for the Pro plan for medium-sized enterprises is $1499, or $999 if paid annually. All integrations and specialized support are available with this plan.
Megalytic is a client reporting tool used by digital agencies to collect and track data on various marketing KPIs. You can also send marketing reports to different clients quickly with automation through Megalytic.
A major advantage of using a tool like Megalytic is that it can help agencies collect data from all the different daily sources that their team members use, such as Google Analytics, HubSpot, and other marketing management tools.
Pros
- Easy-to-use interface for creating reports.
- Great customer service with tailored customer experience.
- Ability to provide data visualization attractively and understandably.
Cons
- Limited features and rigid report widgets.
Pricing
The basic plan of Megalytic starts at $39.99 per month for one user with a limit of 10 connections and 10 reports. The standard and premium plans are priced at $99.99 with 30 reports and 50 connections and $199.99 with 50 reports, 100 connections, 3 users, and 10 clients, respectively. The enterprise plan offers 100 reports, 200 connections, 5 users, and 50 clients for $399.98.
All plans of Megalytic come with a 14-day free trial.
Databox is a client reporting tool that can help digital agencies track all their marketing metrics. The platform offers over 70 integrations from sources like Google Analytics, HubSpot, Facebook, Shopify, and more. It compiles data from different sources in one dashboard and gives a complete view of the marketing campaign’s performance.
Databox allows users to build customized reports and view the data across devices like laptops, computers, or smartphones. This tool’s easy-to-use interface and ready-made templates make it easier for business owners to set goals and monitor their progress.
Pros
- The user interface is very intuitive.
- The free plan allows the users to learn the usage of the software.
- With the data and metrics provided, it sets and tracks your goals.
- Automatically send notifications and scoring updates to Slack and email.
Cons
- Limited dashboards and customization options for reports.
- The more expensive plans are the only ones that provide white-label branding.
- While using Databox, sometimes data sources don’t stay connected, or the previous data gets lost. Thus, creating custom reports becomes challenging because an external spreadsheet may be needed to calculate the data.
Pricing
Users may use more than 60 integrations and three data source connections with a free account, which can be used as an endless free trial.
For small teams, paid plans start at $72 per month and go up to $456 monthly on three levels. The cost of each level varies depending on how many connections a user wants.
RavenTools has many amazing features, making it one of the best agency tools. It allows you to research, manage, monitor, and report on SEO, SEM, PPC, social media content, and other Internet marketing campaigns.
Moreover, it comes with scheduling social media updates, site-auditor, and backlinks explorer. A report feature comes with drag-and-drop functionality, making it easy to add the research results.
Pros
- The white label reports feature the most popular.
- Customer service is excellent.
- The keyword tracker feature lets users monitor keyword rankings.
Cons
- Lack of customization.
- The operating system lags in speed. Data generation can take time.
Pricing
Apart from the limited free plan, the starter plan, most suited for startups, starts at $79 per month and ranges up to $399 per month for big agencies.
Although Wordsmith isn’t an all-in-one client reporting tool, it uses its Natural Language Processing (NLP) feature to turn analytics and visualizations into written reports that display the performance of the marketing efforts.
Users can just connect the tool with their Google Analytics or Adwords account and schedule the time when they will want to send the report to the clients.
The tool leverages the Natural Language Generation (NLG) feature to humanize marketing reports.
Pros
- Easy to navigate interface.
- Time and speed are also great.
Cons
- Since the NLG engine isn’t exactly appropriate, language modifications are frequently required.
- Need other software platforms for dashboard graphics and complex charts.
Pricing
Pricing on request.
This cloud-based data visualization tool allows users to create charts and KPI dashboards and share them with their teams and clients.
DataHero, with its intuitive design and powerful features, makes sharing insights and communication extremely easy for businesses. This significantly improves the workflow and efficiency of the entire team.
Pros
- Ability to create an up-to-date dashboard with all the processing data of different projects.
- Incredible visualization of campaign data to make informed decisions.
Cons
- It takes a long time to integrate data.
- Limited features in the basic plan.
Pricing
Businesses can start using this tool with its 14-day free trial. The cost starts from $49 per month for the basic plan with limited features and goes up to $99 for the Team package. The Enterprise plan for large agencies and businesses is priced based on individual requirements.
Whatagraph is a powerful cross-channel reporting tool that allows businesses to track and measure their marketing performance. If you’re a digital marketing agency, you know how important it is to track the ROI of your campaigns to understand if your marketing campaign has produced the desired results or not.
Whatagraph produces high-quality and compelling marketing reports in just a few minutes. Moreover, it obtains data from 40+ sources, and the entire process is automatically done. So, you don’t have to work on anything manually.
Pros
- Data Integration from different sources works flawlessly.
- Countless ways to gather data and build widgets.
- Easy integration and customization of widgets.
- The Whatagraph reports give clients a straightforward way to establish and manage KPIs and display monthly performance.
Cons
- The best option for small businesses costs $319 per month, which is not cost-effective for a few companies.
Pricing
Whatagraph costs $139 per month for individual marketers after a 7-day free trial, going up to $779 per month for large enterprises. If paid yearly, users can save up to 15%.
Being a real-time dashboard and analytics platform, Klipfolio displays your key metrics on any computer screen or mobile device. It automates the entire process of monitoring and sharing KPIs, thus making it extremely easy and flexible for users.
Since it is a cloud-based app, you can share all the data and information with anyone around the globe. The platform provides 90+ data and analytics dashboard templates for the users to explore and select from.
Pros
- This tool can connect and pull data from many data sources.
- Dashboards are simple to set up, and sharing them with the team to display data is easy.
- Almost any integration is possible without requiring coding with its “plug-and-play” system.
Cons
- Their implementation of roles and permissions is not very intuitive.
- If you lack technical experience, learning how to construct and troubleshoot the APIs might be challenging.
Pricing
The free plan of Klipfolio has limited features. Still, upon upgrading to the starter plan priced at $99 per month, users get more features like 4 editor users, 4 data services, 5 dimensions, up to 1yr date range window, and 1hr data refresh. It also has a pro plan priced at $229 per month.
Kilpfolio also offers custom services, and users can contact them to know the cost.
Dasheroo is another excellent client reporting tool that allows agencies to track important KPIs and metrics for overall business development. It lets you create user-friendly dashboards to visualize and analyze your data.
With its cloud-based feature, you can access your data anywhere and anytime. Dasheroo dashboards keep your data organized so that monitoring and analyzing it becomes simple for your and your team.
Pros
- The process of creating a dashboard is quite quick.
- Affordable prices for small enterprises.
- Customized dashboards and user-friendly templates.
Cons
- Need more integrations.
- Doesn’t integrate well with other software.
Pricing
The free plan offers a 30-day data view, 4 dashboards, and 12 insights.
The Grande plan starts at $19/month, 6-month data view, 12 dashboards, 30 insights, and the Venti offers $49/month, 1-year data view, unlimited dashboards, and 60 insights.
DashThis is a cloud-based marketing reporting dashboard solution that lets users create custom and meaningful dashboards for Search engine optimization, Search engine marketing, and Google Analytics.
DashThis lets users integrate more than 34 sources and import data from other sources through their nifty CSV file manager. The platform has a variety of pre-made dashboard templates that are easily customizable for the users to insert their logos or add notes in the comment section.
Pros
- Using customized and blank templates allows for creating many reports utilizing all tools in one location.
- The ability to provide remarks for client reporting benchmarks.
Cons
- Very limited customization and design options.
- The pre-set time periods can’t be modified once they’re set up.
Pricing
In its 15 days trial period, DashThis offers ten different dashboards, after which the price starts at $39 per month and goes up to $399 per month.
Top 5 Features every Agency Client Reporting Tool should Possess
You have many options as an agency owner when it comes to client reporting tools. It’s important to pick the right tool to meet your agency’s needs. In addition to being easy to use, these tools should support a variety of reporting options.
So, here are some of the key features that the best reporting tool should have. Make sure you check them before you decide on a particular one.
- Data Visualization
A great client reporting tool should be able to easily create stunning visuals that present and communicate data patterns in multiple ways.
This is extremely helpful for business analysis, gaining insight into user behavior, and a better understanding of marketing performance. An efficient marketing tool can visualize data using bar charts, line charts, and color coding.
While visualizing data can be beneficial, it should also be accompanied by content analysis.
For example, you can use a bar graph to compare sales between a quarter and a month to see how much the revenue increased from one period to the other. You can use a line graph to see how many customers you have and how much they purchase.
- Interactive Reporting Dashboards
A dashboard is more than just a set of charts. It visually represents key metrics and data related to the business. It should be able to efficiently communicate the trending KPIs, and their progress at a glance.
This creates a sense of urgency and helps the clients identify their priorities. Hence, the clients can take instant actions accordingly.
- Static Reports
One of agencies’ most common mistakes is reporting on too many metrics. They want to show everything they have but forget to prioritize metrics. As a result, they end up creating a ton of useless reports. Instead, they should focus on creating static reports.
A static report focuses on a particular area and shares all insights related to that area to provide complete visibility to the clients.
Agencies should focus on creating static reports that are easy to comprehend and communicate with stakeholders.
- Live Reporting
You can have live reporting when combining data visualization and content analysis. You can see the data in real-time, including metrics imported from other tools.
Final Thoughts
No marketing professional ever said growing a business would be easy. A lot of work goes into developing and expanding a client relationship.
The best way for agencies to get ahead is to take advantage of all the available tools. These tools can help you better understand your clients and improve client satisfaction to create loyal customers.
Looking for a client reporting tool that gives marketing insights in minutes?
Check out Growth Nirvana, a no-code marketing analytics platform that provides in-depth marketing insights in minutes. It can further simplify client communication for agencies with specific and in-depth reports.
Take charge of your insights with Growth Nirvana and make crucial business decisions that boost your growth.
Schedule a demo now and connect to over 150 different data sources in just a few clicks.
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