Unleashing the Power of SaaS Platforms with Built-in KPI Dashboards and Automated Reports

Unleashing the Power of SaaS Platforms with Built-in KPI Dashboards and Automated Reports

A consistent pain point we see agencies experience is finding one platform to consolidate their client’s data and then producing frequent reports from these results. 

Reporting can be very time-consuming, especially if you’re managing cross-platform advertising for your clients. Using a variety of different software to track this data can be overwhelming and take a huge chunk of your time which could be used for more strategic thinking. 

In the dynamic world of digital marketing, agencies are under constant pressure to demonstrate the value they bring to their clients and boost the collaboration between them. 

If you still haven’t found a solution to these problems, keep reading as we may have the answer for you. 

Software as a service (SaaS) platforms have emerged as a game-changer, offering businesses the scalability and flexibility needed to thrive. 

One key feature of our Diginius Insight Platform which agencies have found successful is the integration of a KPI dashboard with an automated reporting feature. 

In this blog, we will discuss why agencies should embrace these technologies to streamline their process and deliver results to their clients, and how our KPI dashboard can support this.

The Diginius Digital KPI Dashboard

Integrated within Diginius Insight we have our KPI Dashboard, giving the user aggregated data across multiple advertising platforms.

If you want insight into how a client is doing across Microsoft, Google and Meta, our dashboard makes the data easy to read to then make informed decisions from. The digital advertising KPI dashboard provides a holistic view of performance through cross-channel platforms. Within this you can segment by device (tablet, phone or browser) and custom date ranges, the dashboard then presents these in visual graphs. 

The dashboard also can present various comparison metrics like budget vs spend tracking, you’re then able to set these into various time frames. 

Lastly, if you’d like to receive the data in the dashboard to share with your clients, our software provides automated reporting straight to your inbox. You can schedule these to be sent daily, weekly and monthly.

As an agency, you will share your clients’ goals, such as increasing return on investment (ROI) month on month so with this in mind, it’s important to report on these goals through reports to ensure that not only are your campaigns performing as they should be, but your clients fully understand what is happening with their campaigns each month, which can work to build your client-facing relationships. So, having these important automated reports at easy access will be a huge benefit for you and your clients. 


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Let’s take a look at our top benefits of using a KPI dashboard with automated reporting and how it can support your relationships with your clients:

Real Time Data: 

The Diginius Insight KPI dashboard gives you real-time data exposure. As an agency, you’ll be able to monitor key metrics and performance indicators at a glance, allowing for quicker decision-making. Real-time visibility is crucial in today’s fast-evolving markets where timely insights can make the difference between success and a missed opportunity.

Data-Driven Decisions:

There are huge disadvantages to not prioritising a data-driven approach within paid advertising and making informed decisions based on these results. Our KPI dashboard provides a consolidated view of the essential metrics in one centralised place, enabling companies to make these informed decisions for their clients. Having a data-centric approach allows businesses to identify trends, patterns and areas for improvement, supporting the culture of continuous optimisation. With automated reports, stakeholders can receive regular updates without the need for manual data gathering, freeing up valuable time for strategic planning and execution.  

Enhanced Client Collaboration:

Building relationships and collaborating effectively with your clients is a critical part of the success of your company. Being equipped with software integrated with a KPI dashboard and automated reports fosters that collaborative environment. Clients can easily track the performance of the service they provide. The ability to share custom reports tailored to the client’s preferences enhances communication, strengthens partnerships, and demonstrates the tangible value of the SaaS solution.

Efficient Resource Allocation: 

Utilising SaaS software like Diginius Insight empowers organisations to allocate resources more efficiently. By identifying areas of strengths and weaknesses, agencies can optimise their resource distribution, ensuring that time, manpower and financial resources are directed towards activities that contribute most significantly to overall success. The strategic resource allocation is instrumental in maximising ROI and achieving long-term sustainability.

Streamlined Performance Monitoring: 

Being able to provide automated reports alleviates the burden of manual reporting processes. This can streamline performance monitoring and reduce the likelihood of an error associated with manual data entry. Additionally, the automation of reporting ensures that clients and internal teams receive up-to-date information, reducing delays and inaccuracies that may arise from manual reporting processes.

Scalability and Adaptability:

Platforms with an integrated KPI dashboard are designed with scalability and adaptability in mind. As businesses grow and evolve, these patterns can accommodate increasing data volumes and additional metrics without compromising performance. This scalability ensures that Diginius Insight remains relevant and effective as the organisation expands, providing long-term value to clients.



Using a SaaS platform like Diginius Insight represents a strategic advantage over your competitors, especially if they don’t have one single software to consolidate their client data and produce automated reports. 

Real-time visibility, data-driven decision-making, enhanced client collaboration, efficient resource allocation, streamlined performance monitoring, and scalability make these platforms indispensable for organisations striving to stay ahead in the competitive market. Utilising these features means not only you meet the business demands of today but you position yourself for sustained success.

Leave the heavy lifting of reporting at the door and explore our automated KPI reporting feature so you can focus on the strategic growth of your client accounts. At Diginius, we aim to provide solutions that improve your agency’s work efficiency and enable you to do more. 

For further assistance or a discussion around your agency or business, the Diginius team is here to help. 

Chester Yang is the Microsoft Program Manager at Diginius with a background in economics and quantitative research.  

At Diginius, Chester focuses on nurturing partnerships with PPC agencies and integrating marketing and sales solutions.