Making Marketing Insights Available, Accessible and Customizable with Safe Power BI Sharing
In the ever-evolving marketing landscape, leveraging data is the key to staying ahead. Marketing companies handle diverse data sets, from ad performance and customer insights to social media analytics. Recent trends with AI have only increased the amount of data and the speed at which things change. Algorithms of social media change constantly, cookies and other privacy regulations more frequently than before. The marketing landscape is always sensitive to trends and challenges.
Keeping your marketing data up-to-date and accessible can therefore make a huge difference. Internally within companies not just the marketing department but other divisions could benefit from marketing-related insights. Bringing all the data of different channels together can unlock new insights. Not just for marketeers but also for different departments like sales and management, even for C-level to formulate strategies. Different applications and tools that each might already have their own dashboard integrated, can be brought together into a single reporting environment for a more detailed analysis.
Webdashboard offers a solution for managing, sharing, and branding Power BI reports, extending beyond organizational boundaries. Let’s explore how the combination of Power BI and Webdashboard can help marketing companies address today’s changes, challenges, and trends.
Managing Power BI Reports with Webdashboard
Marketing teams deal with various data sources, such as ad performance metrics, customer insights, market- and target group analysis, etc. Whether you’re using i-house marketing, or rely on a marketing agency, you want to see what’s happening where, both on- and offline. Because efficient data management is needed to develop the right strategies. With Webdashboard, you can create a centralized platform to organize and provide access to all your Power BI reports.
Users can easily be added and removed whenever needed. You don’t have to call IT for it. Because all you need is an e-mail address! Marketing agencies can in this way easily share campaign insights with their clients. They can scale licenses up and down as projects start and end. Where with Power BI Pro licensing, a license is coupled to a user, with Webdashboard you buy your licenses and then add or remove your users separately. So not every user needs their own license coupled to their e-mail address. Instead, as long as you have enough licenses, you’re free to add or remove users whenever needed. And if need more or fewer licenses, you’re also free to scale up or down.
Next, agencies can easily manage multiple clients by giving each their own ‘Workspace’ and dividing users into ‘Groups’. If you want to take it one step further, you can use RLS, which you can also easily test by viewing a report or dashboard as a different user. Clients see only their own campaigns and project reports, but you can simply manage them in one place.
Sharing Power BI Reports Beyond Boundaries
Marketing companies often need to share data with clients, partners, and internal teams. Webdashboard allows you to securely share these outside the organization. Keep in mind; usually these people might not be familiar with Power BI at all. So it helps to keep things simple. For regular users, people who only view a report, there are no unnecessary buttons, settings, and options. Within two clicks they can be at their desired report or dashboard. Even with filters already included, and of course, it takes into account RLS if that is applicable. And also on-the-go insights are available, through the Webdashboard app. Add refresh schedules to ensure your audience always sees the latest info. During meetings, put the report on full-screen or create a slideshow. Your reports are made to be shared and shown. Get collaborating!
Branding Power BI Reports for a Professional Edge
We don’t have to tell marketeers how important branding is. Whether it’s B2B or B2C, recognizability, credibility, and trust have an impact that is hard to measure, let alone put into KPIs 😉. We know you know that branding goes further than just sticking your logo on top and changing some colors. This is why we made Webdashboard fully customizable. Colors, (background) images, fonts – these are just the basics. On each ‘Workspace Homepage’ you can put report visuals, texts, and external content like videos or social media feeds. Tell a story instead of just sharing your report with numbers. Go beyond basic branding and go all-in with full whitelabeling capabilities. This includes a custom URL (insights.yourcompany.com or for e.g. reporting.awesomeagency.org), favicon, e-mail communications, social media links. Often with SaaS products you need to pay extra for such capabilities. With Webdashboard, it’s all available in our Standard version, so even for smaller agencies this is included at no additional fee. We do this on purpose because we believe in the power of branding & marketing. If it means you want to change Webdashboard’s logo and style with your own, more Power (BI) to you 😊
Some examples of Marketing companies/teams using Webdashboard:
- A marketing company in the Netherlands shares content-, direct-, and telemarketing performance with their customers. They work with Apple instead of Microsoft, but have no problem sharing between the two systems because of Webdashboard!
- In Romania, an advertising company that has international clients, shares campaign performance with them through Webdashboard.
- A company in the US, that does everything from SEO, paid search and social, CTV/OTT, radio, and more, is already Happy Webdashboarding for several years.
The reports you make should be more than just pretty. The environment you use to share reports, whether internally or externally, B2B or B2C, should be easy to manage and brand. Your reports and dashboards represent your company, so make it your own!
Do you want to make your Power BI sharing environment your own? Try Webdashboard 30 days for free or plan a demo at your convenience.