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Shopify's native dashboards and marketing reports are robust. They've gone to extensive lengths to help online store owners understand how marketing performance affects their bottom line. However, because the options within Shopify to export reports are restricted to spreadsheet and PDF files...

For any marketing agency or in-house marketing team that's running more than a handful of campaigns, a marketing campaign dashboard becomes an absolute necessity. Without it, it's tedious for marketers to send separate reports with key metrics for all your marketing channels to stakeholders....

Solutions to a marketing agency's workflowhave traditionally focused on the planning and execution phases of the campaign, the marketingworkflowbetween account managers, creative teamsand ad ops teams. However, this often overlooks that marketing campaignsbegin with sales and order management,...

Many project management software solutions such as Asana and Trello are generic, limited, and not intended for the rigors of marketing campaigns. Our agency customers' common pain points with using Asana to manage their workflow include: Only covering part of the marketing workflow proc...

Advertising and marketing teams use a variety of tools to submit and collect new orders. Some companies (especially larger ones) rely on popular CRM platforms for this. Smaller companies, like boutique marketing agencies, often handle order management through more basic solutions like Google For...

Most marketing agencies use several different platforms to plan, launch, measure, and report on their marketing campaigns. But relying on fragmented platforms to manage your marketing operations can lead to bottlenecks, inefficient communication between teams, and crucial delays in client onboa...

Solutions for optimizing ad operations workflow often focus on the post-sales steps of planning, execution, and reporting. For example: Creating marketing deliverables Analyzing and managing campaign performance Creating reports for internal and external stakeholders But before...

For most marketing teams, the lifecycle of their services from planning and launching campaigns to measuring and reporting on performance is handled through several different online tools, most of which do not communicate with one another seamlessly. But the more fragmented your marketing ope...

2020 brought a wave of challenges and opportunities to businesses across the country. COVID-19 forced many non-essential businesses to temporarily close their storefronts and offices and shift to a virtual model, leading to a drop in sales for many as they attempted to adjust to a new way of wor...

To help you quickly create reports and present your data in a way that is visually engaging we put together a free, downloadable PPC report template. But even the best PPC report template comes with significant limits, such as a lack of automation and limited data analysis. Not to mention, wh...