The Executive Report is your client’s single source of truth for the state of their online presence. It gives your clients a rollup of everything that’s happening across all of their digital marketing channels week-to-week, or month-to-month. This report is white-labeled, so it's automatically generated under your brand. This automated report gives your clients a first-hand look at the return on their investment—it’s a great way to build trust, position yourself as an expert, and show how you’re delivering results each month.
The Executive Report makes it even easier to show your clients everything you accomplish for their business, month after month. Features include:
- Key performance indicators from across the marketing stack, including Reviews, Listings, Social, Website, SEO, and Advertising. Most apps that are active on the account push data to the report.
- Short-term changes and long-term trends. Compare metrics week-over-week or month-over-month, and use long-term trends to contextualize changes over time, e.g. “You may have received fewer website visits from Google Maps this week, but since you’ve started working with us 6 months ago, your website traffic has more than tripled.”
- An automated email with relevant highlights is delivered to your clients at the beginning of every week, month, or both. No sign-in is required to view the report, and it’s mobile-responsive, so your clients can view the report from any device.
- White-labeled with your logo and branding in both email and Business App.
This article breaks down each section of the Executive Report in an easy-to-understand format, from the default beginning to end. This resource is here to help you and your clients better use and understand the Executive Report.
Table of Contents
Give your clients relevant, personalized, actionable data at just the right time. The Executive Report is your secret weapon for engaging with your clients, continually proving your value to them, and retaining them for longer. Our study revealed that partners who use the Executive Report and connect a data source like Google Business Profile, see a 51% increase in client retention rates, over 24 months, compared to those who do not use the Executive Report.
Configure your client reporting
Set your email defaults for new users
Set up email defaults for your clients’ Executive Report in Partner Center > Administration > Client Notifications. Here you can set whether you’d like your clients to receive monthly and/or weekly notifications that their Executive Report is ready to view.
By sending your clients an email notification about their Executive Report, you are prompting them to visit and engage with their Business App, understand where they are performing well and where they should improve, and from there they can take the proper actions, such as an upgrade to a paid product or service with you.
When a client receives an automatic notification that their Executive Report is ready, they’ll receive a personalized email that identifies the business’s highlights and areas for opportunities. This will prompt the client to see where they are winning and what areas need improvement. The call-to-action is for the client to view their Executive Report, which re-directs them to their Executive Report in their Business App. They do not need a login to view their Executive Report, but if they click on any button within their Business App, the client will be prompted to log in.
Change user notification settings in bulk
To edit your clients’ notifications, go to Partner Center > Businesses > Manage Users > Search User > click the > Edit Notifications. From here you can edit what notifications that user receives. Under “Business App” you will see Executive Report-related notifications that can be edited.
You can also adjust this in bulk for many users. From the manage users page, select all the users you wish to modify (or leave blank to default to all) and then click the ‘Bulk Update x Users’ button in the top right of the page.
Configure your clients’ Executive Report experience
To configure your clients’ Executive Report, go to Partner Center > Administration > Customize > Business App Settings. From there, you can choose the layout section order, whether or not you’d like recommendations to appear in the report, whether you’d like the Marketing Funnel to appear in the report, and the default time range.
Before sending the Executive Report out to your clients, it’s important to work with them or have them connect their data sources, like Google Business Profile, Facebook, and Google Analytics. This allows your client to receive the most accurate picture of their reporting and online performance. The client simply needs their username and password in order to connect their accounts to their Business App. Within Business App, there is a call-to-action to connect accounts on the dashboard or go to Settings > Connections.
Viewing and Understanding the Executive Report
Choose a view
On the top-right, you can choose your date range.
In Single-Location Business App – Defaults are weekly or monthly reports.
In Multi-Location Business App – Defaults are rolling periods, including 7 days, 30 days, 3 months, etc. You can also choose a completely custom date range.
Quick navigation to a certain section in the report is possible by clicking on a category icon in the header of the report, or by choosing from the drop-down menu in the navigation header.
(View in the multi-location Executive Report)
Filters (Multi-Location Business App only)
Filters can be found in the top right corner of the Executive Report in the Multi-Location Business App. This allows your clients to filter their report by geographical location, business category, group, location, and source so they can get a more accurate picture and analyze how certain locations are performing.
The Marketing Funnel
The Marketing Funnel rolls up key metrics from the Executive Report into Impressions, Engagement, and Leads – helping your clients see how their marketing efforts contribute to increased brand awareness and earning more customers. It is divided into 3 distinct sections:
- Impressions: The number of views of online content received.
- Engagement: The number of interactions with a business' online content.
- Leads: The number of interactions from people interested in a business' online content.
Within each section, you can find important statistics that drive Marketing Funnel. These include statistics such as Google Business Profile views, social post comments, ad clicks, and the number of new reviews.
Simple recommendations throughout the Executive Report help your clients find additional value, use features they have access to, or prompt them to upgrade. Recommendations consist of a sentence or two explaining a feature they can use and contain one or two links to either use the feature, see available solutions in your store, or learn more about it.
Each section of the Executive Report has a spot for one recommendation banner. Only recommendations related to that section will appear within a section.
To learn more about Recommendations, click here.
Google Business Profile Insights
The next section of the Executive Report is Google Business Profile Insights. This section gives details on your clients’ Google Business Profile listing is performing in search. In order for this data to be brought into the Executive Report, you must have your client's Google Business Profile Account connected to Business App. This section includes data such as:
- Search types: how customers find your business on Google
- Views: where your customers are seeing your Google listing
- Actions: what common actions are taken on your Google listing
- Photo views: how many people have viewed the photos on your Google listing
- Photo quantity: how many photos have been uploaded by you and your customers to your Google listing
More engagement on your clients’ Google Business Profile listing means more awareness, traffic, and conversions. It’s important to monitor and ensure these metrics are increasing over time.
Your listing score shows where a business stands in terms of accurate listings compared to others in your clients’ industry. Your clients can also see the progression of their listing score over time - where they started compared to where they are now. The goal is to increase your score as much as you can and then maintain that score over time.
Your clients can also see their listing score changes over time in the graph below the card. The card below that shows your clients’ listing accuracy and what directories or publishers they are listed on. Each publisher shows if there are any errors, indicated in yellow. If everything is correct, the color is green.
This section is an overview of a business’s online reputation and how your product has assisted them. Included in this section are:
- Average Star Rating: Across all reviews collected, the change in rating would be compared to the same time period previously.
- New Reviews: Collected in the reporting period selected.
- Insights: Sentiment analysis of review context using Google’s Natural Language Processing technology.
- Top Review Sources: Which sources you are receiving reviews in the highest quantities.
- Recent Requests: Number of new requests sent for reviews via Customer Voice.
- Average Response Time: Time to respond to reviews on the Platform.
- New Review Responses: Responses during this period.
- Recent Mentions: Based on mention searches configured in Reputation Management.
- Google Q&A: Total questions answered by the owner.
It’s important to note that the star rating found natively on the source may differ from the star rating you see in your report. If reviews are deleted or ratings are updated after we scrape in the review data, then the rating and number of reviews may differ on the actual review source.
In order to receive your website data, Google Analytics must be connected in the platform. This can be done through Business App. The Executive Report surfaces data from Google Analytics, including:
- Users: the number of unique visitors your website has received
- Sessions: the number of times your website has been visited
- Pageviews: the number of times a user has viewed a page on your website
- Average time on website: the average length of time a user spends on your website
- Bounce rate: the percentage of users who left your site after viewing only one page
- Pages/session: the average number of pages viewed in a single session
- Traffic sources: where your website traffic is coming from. This includes direct searches (the business name), organic searches (eye doctor near me), and social (re-directed to website from a social media platform)
- Top referral sources: where your website is being found the most
The Social Marketing section is a roll-up of all social media activity across your clients’ accounts. It includes information including:
- New Posts: The number of posts you’ve published on all connected accounts during this period.
- Engagement: Likes, comments, shares, etc, that your posts have received during this period.
- Reach: The number of people who have seen your posts during this period.
- Top Performing Posts: Posts with the highest reach and engagement this period.
- Facebook Likes & Twitter Follows: Audience growth over time, compared to set competitors.
Powered by Advertising Intelligence (Express or Pro). Connect Google Ads, Facebook Ads, or Microsoft Ads accounts in Advertising Intelligence and reporting will also be surfaced in the Executive Report.
Services reports on your fulfillment activities by surfacing data from Task Manager. It shows tasks in progress, tasks completed, and projects being worked on.
Adding New Data to Client Reporting
- New data appears in the Executive Report automatically when supporting products are activated on an account, and some time has passed to allow for the ingestion of data. Times to get data vary based on product.
- We support custom data integrations via API. If you have a database that you’d like to connect to the Executive Report, you can work with your Account Manager for a custom integration via our Marketplace APIs.
How to set email notification delivery frequency (Weekly or Monthly)
How to set default notification preferences