Reporting

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Agency Reporting: 9 Tips to Effectively Prove Your Value to Clients
Reporting

Agency Reporting: 9 Tips to Effectively Prove Your Value to Clients

You’ve created dozens of reports so far. However, it may still be challenging to present the data in the right way. How do you make ...

Stefana Zaric's avatar by Stefana Zaric | Feb 24
6 Business Data Report Templates Every SMB Needs
Reporting

6 Business Data Report Templates Every SMB Needs

Great business reports are clear, concise, easy-to-skim, and don’t take hours to put together.  Unfortunately, many SMBs miss the mark when it comes to putting ...

Jessica Malnik's avatar by Jessica Malnik | Jun 2, 2025
Best Google Analytics Reports for Clients
Google Analytics

Best Google Analytics Reports for Clients

When it comes to client marketing reports, you’d be hard-pressed to find a better, free tool than Google Analytics. And, a whopping 98% of the ...

Jessica Malnik's avatar by Jessica Malnik | Dec 20, 2023
Why Agencies and B2B Leaders Need Scheduled Performance Snapshots
Reporting

Why Agencies and B2B Leaders Need Scheduled Performance Snapshots

Who has time to check on their business dashboards and metrics every day, or even every week, by logging in to several apps and downloading ...

Tamara Omerovic's avatar by Tamara Omerovic | Apr 20, 2022
Client Reporting 101: Tips and Best Practices for Agencies and Freelancers
Reporting

Client Reporting 101: Tips and Best Practices for Agencies and Freelancers

Statistics, charts, ROI. Are you struggling to connect all the data in a way that indeed proves the value to your clients? You may not ...

Stefana Zaric's avatar by Stefana Zaric | Mar 15, 2024
12 Best CRM Reports You Can Build from Your CRM Data (Sourced from 50 Experts)
Reporting

12 Best CRM Reports You Can Build from Your CRM Data (Sourced from 50 Experts)

Creating reports can be a hair-pulling, tedious task. On top of that, most companies produce between 5 and 20 reports per month, as shown in ...

Masooma Memon's avatar by Masooma Memon | Dec 20, 2023
9 Vital Small Business Financial Reports for Your Organization
Reporting

9 Vital Small Business Financial Reports for Your Organization

According to Databox’s state of business reporting, finance is one of top 3 most monitored and reported operations. If you manage a small business, you ...

Melissa King's avatar by Melissa King | Mar 15, 2024
7 Of The Most Common Challenges Of Social Media Reporting and Tips to Overcome Them
Reporting

7 Of The Most Common Challenges Of Social Media Reporting and Tips to Overcome Them

If you’ve ever run a social media report, you know how time-consuming and challenging this process can be. Calculating the ROI for a specific channel ...

Jessica Malnik's avatar by Jessica Malnik | Jan 31, 2023
9 Most Helpful Custom Reports in HubSpot
Marketing

9 Most Helpful Custom Reports in HubSpot

HubSpot has several default reports that can help you analyze data better and use the knowledge gained to make better business decisions. But oftentimes a ...

Masooma Memon's avatar by Masooma Memon | Jun 2, 2025
How to Conduct a DIY Technical SEO Audit: Start with These 17 Questions
Marketing

How to Conduct a DIY Technical SEO Audit: Start with These 17 Questions

If you don’t have a technical background, conducting a technical SEO audit of your site probably sounds like a daunting process. After all, “technical” is ...

Jessica Greene's avatar by Jessica Greene | Dec 15, 2022
19 Tips to Better Prepare for a Reporting Meeting
Leadership

19 Tips to Better Prepare for a Reporting Meeting

Most companies primarily present their reports in meetings, according to recent research on business reporting. Let’s call out the elephant in the room — many ...

Jessica Malnik's avatar by Jessica Malnik | Feb 13, 2023
15 Mistakes You’re Making in Client Reporting Meetings
Reporting

15 Mistakes You’re Making in Client Reporting Meetings

No matter who you are and what industry you work in — everyone makes mistakes. Whether you use the wrong date range in an Out ...

Mara Calvello's avatar by Mara Calvello | Nov 23, 2021
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