Marketing reporting for marketing teams and agencies
A campaign can show different results in the advertising account and in the customer report. Check with which time window and which attribution rule the provider attributes enquiries or purchases to a campaign.
16 specialist profiles and the supplementary offer from T-NEX
17 of 17 entries
Publisher's offer first · Other entries alphabetical
T-NEX
Publisher’s own offer
Dynamic AI Reporting · Custom analysis
For marketing, a T-NEX dashboard could break down campaign costs by account and period. Required exports or integrations and the attribution of results would need to be clarified in advance.
Example question Which costs belong to the campaign if several accounts deliver in the same month?
Adverity collects data from various marketing platforms and standardises their structure. On this basis, the data can be analysed in custom dashboards or passed on to an existing BI solution. For recurring comparisons, the shared definition of the KPIs is decisive.
Assessment: Marketing and data teams that build reports on a harmonised data foundation.
Suitable tasks
Data harmonisation; marketing dashboards
Data and integration
Advertising accounts, analytics platforms and other connected data sources
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Trace one KPI across two sources through to the final analysis.
AgencyAnalytics brings together KPIs from client accounts in reports with the agency's branding. Client reports can be created from existing dashboards and sent on set dates. Values from Google Sheets can contribute additional KPIs.
Assessment: Agencies with recurring reports for several clients.
DashThis updates dashboards from connected advertising and analytics platforms. A team can start with a template, adapt the appearance and share the report by link or scheduled e-mail.
Assessment: Agencies and in-house marketing teams that analyse the same channels regularly.
Suitable tasks
Marketing dashboards; client reports
Data and integration
Including Google Analytics, Google Ads, Meta and LinkedIn
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check which recipients open the shared link and how late-arriving data affects older reports.
In the Insights view, Funnel consolidates performance data from different markets and marketing channels. Filters lead from the overall development to individual sources. The documentation describes the setup of the dashboard as part of the Digital Measurement project.
Assessment: Marketing managers who compare results from several markets or channels.
Suitable tasks
Market comparison; channel reporting
Data and integration
Marketing and measurement data of the configured channels
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Before ordering, clarify which setup and which sources are part of the measurement package offered.
In the Custom Report Builder, HubSpot connects data from various objects with sales and marketing activities. This makes it possible, for example, to build an analysis in which activities and sales opportunities are considered together. The reporting functions needed depend on the Hub and plan booked.
Assessment: Sales and marketing teams with HubSpot as a shared data foundation.
Suitable tasks
CRM reports; sales activities; marketing analysis
Data and integration
CRM objects as well as sales and marketing activities in HubSpot
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check object associations and possible double counting where there are several contacts per sales opportunity.
MetricsWatch sends KPIs directly in the text of an e-mail. Recipients can thus read a regular overview without first opening a dashboard. The sources supported cover, among others, advertising accounts, web analytics and e-mail marketing.
Assessment: Teams whose recipients mostly read the weekly report in their inbox.
Suitable tasks
E-mail reports; marketing KPIs
Data and integration
GA4, Search Console, Google Ads, Microsoft Advertising, Meta, LinkedIn and Mailchimp
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check the display on mobile devices and how costs per report are delimited.
Octoboard supports the scheduled dispatch of PDF reports. For client communication, agencies can design the layout of the reports and e-mails, the sender identity and access via a client portal.
Assessment: Service providers with regular report dispatch to fixed groups of recipients.
Suitable tasks
PDF reports; scheduled dispatch; client portal
Data and integration
Data sources of the marketing reports set up
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check a complete PDF and the e-mail with an external test recipient.
Oviond organises reports and dashboards by client and project. Each analysis can have its own sources, pages, widgets and templates. This helps agencies maintain recurring client reports with a uniform structure.
Assessment: Agencies with several reporting projects per client account.
Suitable tasks
Client reports; dashboard templates
Data and integration
Marketing data connected per reporting project
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check how template changes affect client views that have already been approved.
Porter Metrics connects marketing accounts with report templates for agencies. Analyses in Looker Studio are generated from the connected campaign sources. The offer is therefore also aimed at teams that already maintain their reports in this environment.
Assessment: Agencies with existing Looker Studio dashboards.
Suitable tasks
Campaign reports; Looker Studio analyses
Data and integration
Including Google, Facebook, Instagram and LinkedIn accounts
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check historical data coverage, field names and the maintenance of custom charts in the chosen connector.
ReportGarden focuses reporting on paid search and advertising campaigns. A client report can show campaign performance and budget trends. Agencies can adapt dashboards and presentation for different clients.
Assessment: Agencies that explain advertising budgets and campaign results to clients.
Suitable tasks
PPC reports; budget monitoring; client dashboards
Data and integration
Connected PPC and SEM advertising platforms
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Reconcile budget limits and cost terms across the connected advertising platforms.
Reportz summarises KPIs from marketing services in customisable dashboards. Once set up, the view can be shared with clients and team members and continues to be updated with the connected data.
Assessment: Smaller agencies with the same KPIs per client on a regular basis.
Suitable tasks
Client dashboards; cross-channel KPIs
Data and integration
Connected marketing and analytics services
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Connect sample accounts for different clients and compare the scope of the sharing permissions.
SISTRIX transfers selected KPIs from the platform into custom reports. A report can combine questions on organic search, Amazon and visibility in AI systems and can be sent regularly by e-mail. The offer is aimed at visibility analyses and SEO reports.
Assessment: Marketing managers and SEO agencies with recurring reporting.
Suitable tasks
SEO reporting; visibility; scheduled report dispatch
Data and integration
KPIs and analyses of the SISTRIX areas booked
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Record data basis, market and survey date separately for each visibility KPI.
With Supermetrics Dashboards, the provider makes an analysis available directly on the collected marketing data. This complements the transfer of advertising, CRM and web analytics data to other reporting tools. For selection, what counts is which reports are to be produced in your own workflow.
Assessment: Teams with several marketing sources and regular performance reports.
Suitable tasks
Marketing reporting; channel comparison
Data and integration
Advertising platforms, web analytics and CRM
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check existing connectors, update intervals and the authorisation of the respective recipient.
Swydo combines scheduled client reports with an ongoing overview of KPIs and targets. An agency can compile reports from several marketing platforms and use KPI overviews to identify which client accounts need a closer look.
Assessment: Agencies with many campaigns managed in parallel.
TapClicks prepares marketing KPIs for presentations, e-mails and mobile client views. SmartReports uses AI, among other things, for summary texts. The specialist comparison can therefore cover both the underlying figures and their wording.
Assessment: Agencies that need reports in several output formats.
Suitable tasks
Management summary; campaign reports
Data and integration
Campaign data from the TapClicks environment
AI functions
Draft comments
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Compare an automatically generated summary with the raw KPIs and the approved client comment.
Whatagraph distinguishes between creating a marketing report and sending it. For a rolling period, repetition, time zone and review step can be set. A team can use this to build a monthly client approval into the reporting process.
Assessment: Marketing teams with recurring client appointments and an approval step.
Suitable tasks
Recurring reports; report approval
Data and integration
The marketing sources connected for the client report
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
If a data source fails, check whether sending is paused as desired.
