DashThis Automated marketing reporting made easy.

Description

***Hey ressellers & agencies 👋 This product is for you to use, buy it for your own agency***
If you’re looking for an easy-to-use, automated client reporting tool with JUST the features you need, and no complicated “extra” stuff, DashThis is for you!

We integrate with over 34+ data sources, and for everything else, there’s our nifty CSV File Manager and Google Sheets integration that helps you add any other data you might want to have in your dashboards.

And above all, we’re known for our mind-blowing customer support. You won’t be left alone with a tool and a few Help Center articles (although, if you that’s what you prefer, that’s okay too!). If what you need is a dedicated member of our team that makes sure you’re up and running in no time, and is always available to answer questions whenever you need, that’s exactly what you’ll get!

How to get setup as an agency & best practices
If you are an agency and you are looking to automate your client’s marketing report with DashThis, here are 2 options for you:

Option #1: If you don’t want your client to be able to edit the dashboards / automated reports (recommended):

– We recommend that your agency get its own account and handle all the client reporting from this account.

– Simply choose a plan that reflects your reporting needs in terms of dashboards.

– Connect all your integrations to the account.

– Create a reporting template for all your clients, or build your report one-by-one

– Once you are ready to share the final result, you’ll be able to share a read-only version of the reports via URL, send the link manually or automatically via our automated email feature. You can also download a PDF version if it’s what you are looking for.

– Your client will be able to see your beautiful and easy-to-understand report without all the hassle of having to build it, maintain it and edit it.

With the option #1, DashThis allows you to share the results of your hard work, while helping you build relationships with your clients. Many of the agencies using our tool are saving a ton of time on their reporting process, they get more time to analyse data and suggest new strategies to their client. They also can charge their client a fee for their reporting efforts, and while doing so, their monthly subscription is paying itself!

Option #2: If you want your client to edit the dashboards / automated reports and own the account:

– You can activate the right DashThis plan for your client.

– Once activated, we suggest planning a call with your clients so you can do the setup together.

– Ask your client to connect the accounts he would like to see in the dashboards. (It must be the client account, otherwise, if you are connecting the account you have access to has an agency, your client will have access to all the other accounts your agency has access to, and you certainly don’t want this.)

– Once the integrations/accounts are connected, you can set up the different reports your client needs. You can do it for them, it’s probably the best if your clients are not marketing experts. This step is also a great opportunity for billable hours for your agency.

– Once you are ready to share the final result, you’ll be able to share it via an URL, send it by email manually or automatically and even share a PDF version if your prefer.

– Your client will be able to see your beautiful and easy-to-understand report and will also be the owner of the account.

With the option #2, DashThis allows you and your clients to create beautiful reports. You can ressell DashThis account and your client’s will have all the rights to the account. It’s a great options if the client has great digital marketing knowledge as he’ll be able to create dashboards for himself and dig deeper in the data.

Got a question?
If you are not sure which model you should go for, or you have any questions, please feel free to reach out to us via email at info@dashthis.com and we’ll be happy to assist you.