DashThis Review

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.