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1. Creating an inclusive dashboard

Joe works as an account manager in a small digital firm. He’s
been toiling on a great new campaign for his client, and he’s taken
pride from his results. Since his campaigns cover a number of
channels for this client (Google AdWords, Facebook Ads, Twitter,
and Instagram Ads), he’s usually forced to send over several
different documents outlining the results for each platform
separately.

There was even a time where he tried to integrate them by
inputting the data into Excel and then build his own dashboard, and
it was a total mess. With DashThis though, he can enter his
client’s credentials into his DashThis account, and create one
beautiful dashboard that shows data from every channel. Now, his
client gets a complete picture of the results, and since the
dashboard is updated every day, whenever they have a conversation
on the phone, they can both have accurate data in front of them, no
matter when they decide to chat.

2. Sharing what’s important

Angela works as a marketing specialist for a mid-size brand and
is in a team of 5 other specialists: a social media manager, two
paid ad specialists, and two SEO specialists. She also works
closely with her team’s boss who also likes to be updated
regularly. They conduct monthly meetings to determine their
objectives and what needs to be done, but then everyone is sort of
working on his/her own thing… even though they’re all working for
the same goals.

Everyone is given access to the important accounts (Google
Analytics, social media accounts, several paid media accounts, and
a few other things), but everyone sort of looks at the results when
need be (or when something is really going wrong). However,
everyone tends to extrapolate the data they want whenever they
want, and sometimes it flubs other people’s analysis. DashThis
enables the entire team to consolidate all their important data in
a few succinct dashboards, either by campaign or by specialty, and
since they can have as many users on their account as they want,
the entire team can be in the account simultaneously and get the
latest data. Plus, it makes team meetings so much better, because
they’re all on the same page.

3. Configuration

Caroline is an account manager at a mid-sized digital agency.
She handles the accounts of 15 clients at any given time. She’s
great at keeping on top of her tasks and making sure that every
client of hers is entirely satisfied with the work that her team
does. Every month, she sends out her monthly dashboards to each of
those clients, so that they can check the performance of their
accounts the previous month. Back then this was a manual task –
grabbing her reports (the time-consuming creation of which is a
whole other story), putting them into PDF format, and sending them
out by email. One month, she wasn’t able to send out those reports
as she was. 3 of her clients sent her emails asking her where their
reports were.

Now, with DashThis, her dashboards are configured so that they
are sent by email automatically on every 3rd of the month. Caroline
never has to worry if she’s unable to send them out manually as the
software takes care of if, dispatching the right dashboard to the
right client at the right time.

1. Creating an inclusive dashboard

Joe works as an account manager in a small digital firm. He’s
been toiling on a great new campaign for his client, and he’s taken
pride from his results. Since his campaigns cover a number of
channels for this client (Google AdWords, Facebook Ads, Twitter,
and Instagram Ads), he’s usually forced to send over several
different documents outlining the results for each platform
separately.

There was even a time where he tried to integrate them by
inputting the data into Excel and then build his own dashboard, and
it was a total mess. With DashThis though, he can enter his
client’s credentials into his DashThis account, and create one
beautiful dashboard that shows data from every channel. Now, his
client gets a complete picture of the results, and since the
dashboard is updated every day, whenever they have a conversation
on the phone, they can both have accurate data in front of them, no
matter when they decide to chat.

2. Sharing what’s important

Angela works as a marketing specialist for a mid-size brand and
is in a team of 5 other specialists: a social media manager, two
paid ad specialists, and two SEO specialists. She also works
closely with her team’s boss who also likes to be updated
regularly. They conduct monthly meetings to determine their
objectives and what needs to be done, but then everyone is sort of
working on his/her own thing… even though they’re all working for
the same goals.

Everyone is given access to the important accounts (Google
Analytics, social media accounts, several paid media accounts, and
a few other things), but everyone sort of looks at the results when
need be (or when something is really going wrong). However,
everyone tends to extrapolate the data they want whenever they
want, and sometimes it flubs other people’s analysis. DashThis
enables the entire team to consolidate all their important data in
a few succinct dashboards, either by campaign or by specialty, and
since they can have as many users on their account as they want,
the entire team can be in the account simultaneously and get the
latest data. Plus, it makes team meetings so much better, because
they’re all on the same page.

3. Configuration

Caroline is an account manager at a mid-sized digital agency.
She handles the accounts of 15 clients at any given time. She’s
great at keeping on top of her tasks and making sure that every
client of hers is entirely satisfied with the work that her team
does. Every month, she sends out her monthly dashboards to each of
those clients, so that they can check the performance of their
accounts the previous month. Back then this was a manual task –
grabbing her reports (the time-consuming creation of which is a
whole other story), putting them into PDF format, and sending them
out by email. One month, she wasn’t able to send out those reports
as she was. 3 of her clients sent her emails asking her where their
reports were.

Now, with DashThis, her dashboards are configured so that they
are sent by email automatically on every 3rd of the month. Caroline
never has to worry if she’s unable to send them out manually as the
software takes care of if, dispatching the right dashboard to the
right client at the right time.

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