4 Best Marketing Reporting Platforms for Contractors
A useful marketing report lets you decide where the next advertising dollar goes. AgencyAnalytics, Swydo, DashThis and Whatagraph are four reporting platforms to evaluate for that job.
These picks focus on published reporting and sharing features. They do not replace the work of connecting a lead with its eventual job.
| Option | Best fit | Check before buying |
|---|---|---|
| AgencyAnalytics | An agency reporting across contractor accounts | Client access and the available data connections |
| Swydo | A team monitoring campaign goals | How a missed target becomes an action |
| DashThis | A team sharing a compact recurring dashboard | The source behind each calculated number |
| Whatagraph | A larger reporting operation comparing several sources | Account grouping and metric consistency |
1. AgencyAnalytics
AgencyAnalytics provides marketing dashboards, automated reports and client reporting tools. It is worth evaluating when your agency needs a repeatable reporting process across several businesses.
Ask to see your account as the client sees it. Confirm whether you can inspect the underlying source, keep access after a staffing change and export the information you need.
2. Swydo
Swydo combines marketing reporting with monitoring and goals. Shortlist it when your reporting meeting needs a clear view of campaigns that require attention.
Give the team one actual goal, such as qualified calls for a service area. Check the definition, date range and data freshness before accepting a red or green indicator.
3. DashThis
DashThis offers dashboards, scheduled report sharing and calculated widgets. Evaluate it for a short report that your owner and office manager can use together.
Build one acquisition-cost calculation during the demo. Include the cost components you actually pay, and label whether the denominator is inquiries, appointments or completed jobs.
4. Whatagraph
Whatagraph offers marketing reporting and dashboards across channels. Include it when your team needs to review a more involved collection of campaigns and accounts.
Bring two locations that use different campaign names. Ask the implementer to show how the report keeps them separate while producing a company-wide total.
Build the report from a decision you already make
Start with spend, qualified inquiries, booked appointments and completed-job value. Put definitions beside the numbers and identify who corrects each source.
Reconcile the totals before automating delivery. Use the attribution shortlist if the records do not connect, or the call-tracking guide if phone inquiries are missing.
Written by
PipelineOn Research Team