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 to 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 My Business, 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 > Customize > Business App. Here you can set whether you’d like your clients to receive monthly or weekly notifications that their Executive Report is ready to view. We recommend a monthly cadence so as not to overwhelm your clients.
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 CTA 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 > Users > Search User > kebab icon > 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 ‘bulk update’ 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. 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 for the report.
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 My Business, 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 CTA 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. Or you can 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 on 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 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 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 My Business 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 contains 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 My Business Insights
The next section of the Executive Report is Google My Business Insights. This section gives details on your clients’ Google My Business listing is performing in search. In order for this data to be brought into the Executive Report, you must have your clients’ Google My Business Account connected in Business App. This section includes data such as:
- Search types: how customer 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 My Business 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 on the left-hand card. The right side card 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. The card below gives the listing score breakdown, which is how publishers are factored in to make up your clients’ listing score.
This section is an overview of a business’s online reputation and how your product has assisted them. Included in this section is:
- Average Star Rating: Across all reviews collected, and 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 for reviews in Platform.
- New Review Responses: Responses to during this period.
- Recent Mentions: Based on mention searches configured in Reputation Management.
It’s important to note that the star rating found natively on the source may differ from the star rating you see in the Platform. If reviews are deleted, ratings are updated, etc, as we scrape in the review on the first time it is left.
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
- Page views: 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 amount 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.
If your Google Ads and Facebook Ads Manager accounts are authenticated in Advertising Intelligence, Digital Advertising 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 Exec 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