How This 2-Person Agency Helps Clients Understand The Story Behind Their Data

前Advancifybecame a Databox Partner, the two founders, Kris and Matt, actually had a pretty refined process for tracking data.

They used Google Analytics as the single “source of truth” for marketing data, and they would create custom reports for each client to track relevant data. Occasionally, if a client had specific e-commerce needs, they might build a custom dashboard in Shopify as well.

Advancify以其技术专长而闻名。它们是WordPress，Squarespace和Shopify Partners，以及Gsuite，Hubspot和RingCentral转售商。因此，Google Analytics（分析）是每个客户端将持续使用的一项服务。

但是，随着他们在Google Analytics（100个单独的域）中接近100个财产限制时，他们意识到这些自定义报告令人困惑，并且没有讲述特定的故事。

“Our clients would listen to our analysis during the monthly meetings, but then after the meeting was over, they did not have a great way to access their KPIs over the rest of the month, and the custom reports were not very clear.”

克里斯·阿奎罗（Kris Aguero）
联合创始人Advancify

Use Real-time Dashboards To Clarify The Data

Google Analytics（分析）是一种密集的工具，与与custom dashboard software. Kris and Matt started using the代理免费计划on Databox to create live dashboards that would update with the latest Google Analytics data, alongside other popular services likeMailChimp，Shopify和所有主要的社交媒体平台.

“我们的客户不习惯在一个屏幕上从多个服务中查看其KPI的能力。当每个指标旁边有绿色或红色箭头以显示趋势时，很容易说出您在上个月的表现。”

克里斯·阿奎罗（Kris Aguero）
联合创始人Advancify

Advancify通常会在开始项目或保留器时向客户询问其年度目标。然后他们add those goals to their Databox account为了不断提醒自己的目标。他们还可以建立客户跟踪仪表板围绕这些指标 - 换句话说，它们可以包括支持每月或年度目标的相关指标。

Share Data With All Stakeholders In Their Preferred Way

以前，Kris和Matt会从Google Analytics（分析）中打印出一些屏幕截图，并添加一些注释。在他们在每月会议上讨论自己的见解之后，如果会议亲自会议，他们将与客户分享讲义，或者如果他们进行电话会议，则将文件发送。这不是解释其代理商价值的好解决方案。

Now, they use a couple different methods to share data within their agency and with the client. They use theNotes Datablockto track their insights as the month progresses.

然后，他们使用：

1. Alive dashboard on the TV当客户访问办公室时
2. Scheduled snapshotsto send dashboards automatically at the end of the month via email.
3. Databox mobile appfor times when they want to check data while away from their computer.

“When I see some data that is trending in the right direction, I will send it to my partner Matt. We love those little celebrations over the course of the month.”

克里斯·阿奎罗（Kris Aguero）
联合创始人Advancify

如何实时回答客户问题

Some of Advancify’s larger projects and retainers are based on Shopify development, so the team wanted to be able to answer the key questions that a business owner might have after they launch their new Shopify site.

They shared5 common Shopify KPIsthat clients should be tracking in a recent blog post. This allows them to answer questions immediately when a client calls or emails. They also launched thisShopify仪表板在里面Databox Template Libraryfor tracking Shopify metrics in real-time:

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