Read this blog to learn why Optix is the perfect tool for organizing your data. Rather than requiring a single person to manually combine disparate data for client reporting, Optix provides an inviting visual interface that easily transforms into a finished client report.

Marketing managers have a wealth of important responsibilities. Aggregating and presenting analytics data is especially important, but regardless of how dedicated the manager may be, analytics reports are immensely time-consuming.

Optix aggregates multiple data sources in a single dashboard, easily switches between different date ranges, and tracks user journey in a visually comprehensible format. Its dashboards are ideal for both Google SMB businesses and larger corporations or agencies.

Here are some of the features that distinguish Optix as the best management dashboard on the market.

Superior Aggregation

Modern marketing involves a vast array of data sources, and slimming down the number of sources simply isn’t an option if you want to track your business’ strengths (and/or weaknesses.)

Forbes elaborates, “The ability to collect, aggregate and calculate this data allows insight into what’s working, what can be improved and the return on your methods.”1

Nevertheless, as the number of data sources continues to climb, it’s increasingly difficult to combine all information for a single dashboard.

“Few companies can connect the dots when managing their massive amounts of customer information,” Entrepreneur writes. “Only 10 percent of marketers have successfully aggregated data from social, web analytics, customer purchase history and in-store visits and sales.”2

Optix not only places your company into that 10 percent but also provides the best possible data aggregation format. Optix’s reporting dashboards, which can be optionally white label, are the clearest way to visually convey a large amount of multi-source data in a concise space.

Best of all, Optix can combine multiple social media platforms for overall data reporting. Important social media measurements include:

  • Actions on page
  • Engagement
  • Engagement rate
  • Impressions
  • Post clicks
  • Post reach3

With Optix, you can track all of those categories for Facebook, Twitter, and others simultaneously rather than hopping between the platforms’ built-in analytics software.

Comparative Date Ranges

In order to analyze trends over time, smart marketers will compare data from similar ranges (for instance, June 2018 vs. June 2019).4 Normally, comparing date ranges like this requires cobbling data together from several sources, twice, so that one month (or year, or otherwise) can be adequately compared with another.

Optix, on the other hand, features a convenient drop-down list in every chart. All it takes is two clicks to change the date range in question for a particular data set. In this way, you can adjust date ranges in mere seconds rather than building brand-new reports from scratch.

Neil Patel elaborates on the benefits of real-time analytics: “This feature is great for measuring marketing initiatives that have a temporal nature, like a promotional campaign on Twitter. You can also use it to gauge the reaction of your audience to an email campaign or a new piece of content published on the blog.”5

If your new report’s structure is identical to your old one, all you have to do is switch the date range, eliminating the need to construct a new board from scratch. For instance, a marketing KPI dashboard can update to the most recent month, week, or day virtually instantly.

Simple Dashboard Reporting

Main Street ROI provides a list of suggested reports to compile through Google Analytics. If Optix is used instead, however, then dashboards draw from multiple relevant data sources, not just those related to Google. Social media, business websites, email campaigns, (and yes, Google Analytics) can all be tracked in a single, comprehensive dashboard.

If you want to fully customize a dashboard in Optix, Main Street ROI’s suggested subtopics are an excellent place to start.6 The recommended report types include:

  • Traffic Acquisition
  • Mobile Performance
  • SEO
  • Social Media

If you’re just getting started with data aggregation and would prefer to ease into Optix’s extensive suite of tools, Optix also offers various templates for data categories like those listed above.

White Label Reports

In addition to the suite of dashboard reporting tools, Optix optionally offers white label functionality, enabling you to build your aggregate reports in Optix and submit them under your company’s personal branding.

If you aren’t sure whether or not you need a white label reporting tool, consider this advice from No Risk SEO: “Creating professional, easy-to-read reports customized for each client can be overwhelming if it’s not one of your specialties. Without a streamlined system in place, you may also find yourself losing valuable hours every month to reporting.”7

If you need dashboard reports anyway, you might as well seize the opportunity to strengthen your branding, impress your clients, and save hours of time while you’re at it. “If you’re not including your branding with your reports, you’re missing out on an opportunity to strengthen your brand and add a personalized touch,” Megalytic writes. “Since clients will be looking at your reports regularly, that’s a lot of brand reinforcement.”8

With Optix, you can deliver well-designed, detailed analytics reports immediately whenever they’re requested.

Tracking User Journey

Every product or service has an intended customer journey attached to it. Mapping the customer journey reveals the ideal path through the sales funnel.9

In order for that customer journey to be useful, however, you need to track customers’ actual behavior to see where it aligns with the planned path and where it diverges. Inside Optix, you can set custom goals and then track specific stats according to multiple conditions.

For example, if you want to know how many visitors to your website 1) entered the site from social media (or paid advertising) and 2) stayed on the site for at least five minutes but 3) didn’t make a purchase, Optix can reveal that number in a single module. It’s a simple setup process and will automatically update the resulting data.

“As you study all phases of a customer’s journey with your brand, you’ll be able to isolate where you aren’t meeting expectations or where you are outright alienating prospects and customers,” LinkedIn says.

By identifying the differences between the intended customer journey and the actual customer journey, you’ll become better equipped to address customers’ actual needs and exceed their expectations to win their loyalty for life.

In summary, Optix empowers marketing managers to organize superior data aggregation, comparative data ranges, and user journey tracking, in addition to an optional white label reporting option. Best of all, Optix achieves all of this while remaining straightforward and accessible, offering guided templates for specific subcategories of data.

To learn more about why Optix is the marketing manager’s secret weapon, visit

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