Automatic Reporting Helps Track the KPIs That Matter Most

Automatic reporting helps shed light on the KPIs that matter most to your agency or eCommerce business. Here's how report automation saves you time and money.

How long does it take to build a report from your Google Analytics account?

Key performance indicators (KPIs) like transaction revenue take time to collect. Multiply tracking those KPIs by your total amount of clients and it becomes a full day’s work.

And even though it can take a long time to collect the reports, it still is an important part of doing business.

For example, just price management analysis alone can increase a company’s margins by 2-5% percent within a year. That’s an ROI of between 200-350%!

If only you could make the process easier. A way to pull in all the data to produce the reports you need.

Automatic reporting is the key to saving you time and money.

Instead of spending hours pulling reports and creating alerts, you can actually automate the process. This will save you a ton of time in the long run.

In this article, we’ll take a look at automatic reporting. What it is, how it works, the major benefits, and how it can help track your KPIs.

Read on to see how your Google Ads, Google Analytics, and Google Search Console data can be brought together in a single, automated report.

What is Automated Reporting?

Automated reporting retrieves information that matters the most from multiple sources. It brings it together in one, or many locations such as Slack, Microsoft Teams and email.

For example, in the case of Google Analytics, an automated report can highlight your marketing performance.

Usually, you would need to trawl through the data sets for each week or month to discover trends. The time you need to fully analyze that information is extended by the process of collecting the data every time.

By automating that process, the software does the hard work for you. You’re able to create the report once, or use a template, then the report saves the settings you chose and applies them to future reports, saving you time each week.

For example, if you set up a report showing the most popular email campaign from the last 30 days, the report will be automatically sent each week with that exact query set up, saving you tons of time.

Automated charts give you insight into exactly what pages convert well from your email campaigns compared to a year ago. That way, you can spend time properly studying what works and what doesn’t.

The Importance of Automation

In the online world, it’s a struggle to manage all your marketing channels like social media, PPC, and content marketing. If you’re and agency and you service multiple clients, this becomes more difficult as you juggle different accounts.

That’s why a basic level of automation is so important. Automation helps to manage multiple reports with a minimum amount of work. But that’s not all.

Here are the top 4 benefits of automatic reporting:

1. Saving Time

Automating reports reduce the main bulk of your working week that Might have been previously spent on data collection.

Instead of manually visiting Google Analytics or Search Console and trawling through stats, let our app do it for you. Hours wasted copying and pasting or exporting will vanish if the system handles it automatically.

And don’t forget about the multiplication factor. Multiple reports equal multiple hours saved. If you have multiple clients, you can clone reports across each account. Or if you’re a larger brand that wants to monitor many metrics, that’s possible also with the use of templates based on what’s the most important to your brand such as SEO or traffic quality.

2. Improving Efficiency

Automating a report will also help you create a standard of metrics and dimensions that you can refer to week over week. That makes it simple to notice when data fluctuates or an anomaly occurs.

And don’t forget, with every hour saved by automating a report, that leaves you and your team to spend on other tasks that haven’t yet been automated.

Efficiency savings also filter down to required manpower.

If you need less time to gather stats you need fewer employees to collect them. One staff member can do the job of three.

3. Full Data Reporting

Humans make mistakes.

When manually collating data it’s easy to miss something or export the wrong results. But automation software works on a dedicated set of rules each and every time. This means you always get the correct data.

And you also can retrieve data sets you might not know existed.

Google Analytics offers dozens of options from geo-location information to new user acquisition. It’s easy to leave something out.

Automated reports are able to hunt through all available metrics. You tell the software what you want and it fetches it.

4. Confidentiality Guaranteed

Staff members need login details for multiple client accounts to retrieve data. Those logins are easy to lose and are open to theft through social engineering attacks.

When you automate reports no one gets to see usernames and passwords.

Everything is handled by the software behind the scenes. Data is delivered via channels like email, Slack and Microsoft Teams so you don’t have to set up user accounts for every person that needs to see a report. That makes managing permissions easier than ever.

How Much Money Will Automation Save Me?

Let’s do a simple calculation.

Say you work for a marketing agency and are tasked to collect one report each month for twenty-five clients. Ten of those clients run eCommerce sites and five SaaS businesses. Those fifteen require a detailed analysis on their revenue.

It takes 4 hours to create a normal website report and 6 hours for ecommerce.

4 hours x 10 clients = 40 hours
6 hours x 15 clients = 90 hours
Total hours per month = 130 hours

If an average hourly rate is $30 then the total cost would be:

$30 x 130 hours = $3,900

And that’s being conservative. Agencies deal with more than twenty-five clients and marketing reports are often required every week or even daily.

Automation Costs

So how much does it cost to produce an automated report? Let’s examine GA-Insights prices.

Our Premium license, if purchased annually, starts at only $19 per month for five reports. Of course, you get a lot more for your buck, but what about twenty-five reports?

This would fall under our Custom service but taking an average of 1 report equals $3.80 the price is around $95 per month. You don’t need a calculator to see the savings.

But just in case you do you’ll save around $3,805 every single month!

It isn’t really automation costs, it’s automation savings. And this doesn’t factor in human error or sick leave when no reports get created.

Analyzing KPIs

eCommerce websites need to know how their current PPC adverts are performing.

Who’s visiting their landing pages? Are bounce rates high? Do visitors convert to buying customers?

These essential indicators form the basis of a monthly marketing spend. They dictate what product lines are pushed and what are pulled.

Automation is key in bringing together accurate and timely information.

Because the data comes from several places you can track a customer’s path from your advert to landing page to checkout. Conversions are easy to spot as all the data becomes available.

Artificial Intelligence can also help by spotting trends and creating alerts to warn of overspend. And AI services like those in GA-Insights also offer automated thresholds based on data patterns over time.

KPIs That Matter the Most

What are the most important performance indicators in your or your client’s business?

We’ve broken them down into three main areas: General Website Metrics, eCommerce, and Google Ads.

General Website Metrics

These KPI analytics relate to any type of website, especially those who need to track performance.

  • Bounce Rates – when a visitor lands on your site then leaves without interaction.
  • Unique Vistors – not to be confused with hits. A unique visitor is one visit to one or more pages on your site in a specified frame time period.
  • Goal Completions – vary from contacting you via a web form to signing up for a newsletter.
  • Average Session Duration – how long someone stays on your site.

Factors like tracking visitors from a search engine listing to when and where they exit are key. They form the argument on whether you need to invest in SEO or bump up your ad campaigns.

You’ll also want to examine new traffic sources. This ties with your backlinking strategy and highlights where leads come from.

eCommerce Metrics

In addition to general website KPIs, eCommerce sites require transactional reporting. Metrics include:

  • Monthly Revenue – per item line by geographic region.
  • Conversion Rate – did your Google Ad or SEO spend work?
  • Abandoned Checkouts – if the number is high, what’s to blame?

GA-Insights provides automation for eCommerce and SaaS reporting but also issues alerts based on anomalies.

24/7 monitoring of your site’s performance is now achievable through our Alerts system. You set the metric to monitor, like a sales alert. When a customer checks-out, you’re automatically notified.

Alerts aren’t limited to ordering data either.

You can be alerted if your conversion rates fall below a certain limit. Or if revenue falls. Or rises.

Simply set your thresholds or let the AI system do it for you. Everything’s monitored and alerts can be sent to any team member through email, Slack, or Microsoft Teams.

Google Ads Metrics

Although you can gather lots of stats directly from your Google Ads account why not make things easier?

KPI tracking like clicks, impressions, CTRs, and CPC, can be managed from one place. They tie with your Analytics data for a cross-section view on your overall advertising spend.

Combining these three types of metrics into one reporting tool is the key.

You can create whatever report you need using the data pulled from all your sources. See if your adverts work by tracing a customer’s journey from Google search to cart payment.

Automated Scheduled Reports

Here is the process of automating your reports with GA-Insights. In 4-steps you can review your company’s performance every morning over your coffee.

1. Build Your Report

You know what KPIs matter so build them into your report template.

Events, goals, and other metrics can easily be added. There are lots of graphs and display options to choose from. They can also be branded to match your corporate colors.

2. Customize It

Everything in your report can be customized to suit your requirements.

You can compare this month’s sales figures to last year’s. View the top five landing pages on your site and match them against bounce rates. See how well your current ad campaigns fare to those last month.

You can also front-load summary pages to highlight the data that matters most.

3. Organize the Results

All your data can be organized into tabs like a workbook in Excel. This makes it easy to group your statistics and identify certain areas of interest.

GA-Insights works in tandem with team collaboration software like Slack and Microsoft Teams. As reports are highly optimized they don’t take up too much room in your Slack channels, while still providing you the full value of the report or alert.

You have full control over the visual appearance and if you need things moved, changed, or removed it’s easy. Then just pull in your data again and you’re good to go.

4. Share It

You can choose to have reports sent daily, weekly, or every month. They can arrive directly in your inbox (or Slack/Teams) or you can share it how you wish.

Once you’ve set up automated reports, you can also pipe those reports to the relevant teams. That means accounting gets finance transaction data whereas marketing team could get ad performance data. Each team gets the most relevant report, with little overlap.

Automate the Easy Way

Gathering statistical data from Google Analytics, Google Ads, and your Google Search Console takes time. Time that could be better spent. And time costs money.

Automatic reporting collects all the essential information that you or your clients need. You don’t need to visit each reporting tool. Everything’s brought together in one place in the format you want.

GA-Insights helps you stay on top of your KPI metrics.

For agencies who require constant monitoring of their clients’ sites and apps, our apps will save you hundreds of hours. Once set-up, you no longer have to trawl through pages of data sets.

Own an eCommerce site? Automate reports based on your sales data and conversion rates. Our software even alerts you if your KPIs fall outside of their thresholds.

Schedule a demo by requesting a FREE 30-minute slot with our sales advisors. There’s also a 10-day free trial and you don’t need to add your credit card details to use it.

If your business uses Google Analytics or Google Ads then track your KPIs that matter the most with GA-Insights.

Join 7,000 other professionals using our platform to streamline their data needs.