Executive report

White-label Client Reporting Software

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Automate your reporting, engage your clients.

The Executive Report is an automated assessment that gives your single or multi-location clients direct access to proof-of-performance reporting and data-informed product and service recommendations. By opening and engaging with the Executive Report, you’ll be bringing your clients into their Business App where they can review their online weak points and explore the solutions you provide to fix the problem.

Your clients can see where they’re winning, how your efforts have been paying off, and where they can improve.

Retaining clients just got easier. Sell, fulfill, and report for single and multi-location business clients, all in one place.

 
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Curated proof-of-performance

The Executive Report lets prospective clients see where they’re missing major opportunities in the digital landscape. Once you’ve secured them as clients, the Executive Report lets you continue to show your value over time. You’ll be improving retention and establishing yourself as the trusted local marketing expert with an intuitive solution.

Curated proof-of-performance

The Executive Report lets prospective clients see where they’re missing major opportunities in the digital landscape. Once you’ve secured them as clients, the Executive Report lets you continue to show your value over time. You’ll be improving retention and establishing yourself as the trusted local marketing expert with an intuitive solution.

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Automated notifications
(including email reminders)

Engage your clients without lifting a finger. Automatically notify your clients through email when their Executive Report is ready to view, complete with highlights and areas for improvement. The findings of the Executive Report are your clients’ call-to-action, taking them directly into their personalized Business App.
Customize how often you’d like to notify your clients weekly or monthly and what types of activities you’d like to notify them about.
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Engage clients and upsell in-app through Recommendations

As your clients navigate their Executive Report, recommendations are provided throughout, prompting clients to engage in features that are available to them now, learn about something in the guides section, and consider purchasing a product or service that will help solve their problem.

Engage clients and upsell in-app through Recommendations

As your clients navigate their Executive Report, recommendations are provided throughout, prompting clients to engage in features that are available to them now, learn about something in the guides section, and consider purchasing a product or service that will help solve their problem.
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Customize and connect 3rd-party data

Connecting 3rd-party apps gives you and your clients a consolidated reporting experience. Connect Google Search Console, Google Analytics, Facebook & Google Ads, and many more to give your clients a complete report on their digital performance over time, all under one roof.
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Automate your reporting at no cost

whitelabel

Engage your clients in your white-label client-facing app–without lifting a finger

performance

Upgrade your clients, show the value of their app and reporting, and provide proof-of-performance

multi-location

Monitor online activity of single or multi-location businesses

Complementary Products

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Business App

Learn more about Business App, your white-label client-facing app that houses everything a local business needs to be successful online. Combine your products with any—or all—of the products available in our Marketplace to create the perfect offering.

Business App

Learn more about Business App, your white-label client-facing app that houses everything a local business needs to be successful online. Combine your products with any—or all—of the products available in our Marketplace to create the perfect offering.

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Business App Executive Report

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