What Is A Storyboard?

With Optix, a storyboard is a way to visualize your data, it’s how you present your marketing KPIs to your client or boss. In other words, it’s an automated marketing report.

Optix storyboards are automated, so you never have to go from one marketing software to the other, fetching your data manually. Storyboards are updated every day. Here at Optix, everything is included in your storyboard. What’s everything? Take a look for yourself:

What is Included in Each storyboard?

All Your Integrations

Integrations are the marketing platforms you use in your different marketing strategies and that you can track in your storyboard, for example: Google Analytics, Google Ads, Facebook, Instagram, Twitter, LinkedIn, SEMrush, or Mailchimp. There are 30+ integrations to choose from, and you can add them all into the same storyboard. If you have proprietary data you’d like to include, or if you use a marketing platform that’s not yet a DashThis integration, you can include this data with our CSV file manager and request that we add it here.

All Your Accounts, Views, Sources, Pages, Profiles and More

Not only can you gather data from multiple integrations, but if you need to track multiple sources, accounts, views, profiles, or pages in the same storyboard, it’s not a problem! You can select as many as you need and the data will automatically be aggregated. For example, you could add your client’s 3 different Facebook pages, and their 2 Google Analytics views in one storyboard. You can also choose just one of their profiles, it’s up to you!

All Types of Visuals

Visuals are a way of visually representing your data. With them, you can display all your KPIs in many different charts, such as lists, trends, headlines, pie charts, and more.

Visual Library

Custom Visuals

Static Visuals

The Visual Library provides the most commonly used metrics and/or KPIs for each respective integration that our experts have pre-created for you saving your precious time and energy! Custom visuals give you the liberty to choose pretty much everything! These visuals can be entirely customized: the chart type, metrics, group-bys, and filters… you control exactly what data is displayed, and how! Static visuals allow you to add other useful information, such as comments, text, web content, or section headers with which to divide your storyboard into sections (like social media, SEO, PPC).

All Features

It’s important to note that all our features are included with your dashboards, no matter how many you have in your plan. Here’s a quick overview of what’s included:

  • The comments and notes;
  • The customization features;

You also have access to a product specialist dedicated to your account the second you start your free trial!

What are the Types of Dashboards?

The periodic dashboard is by far the most popular. This type is used to create reports for a calendar period, be it daily, weekly, monthly, quarterly or annually. It also allows you to browse through past periods, and is easily printable for record keeping. Here’s more information on this type of dashboard.
The rolling dashboard measures your performance over a particular time period, and each time period includes three specific date ranges. All three of these date ranges are displayed in your widgets so you can follow your performance over time. For example your dashboard could be for a medium time frame, and will display your data for the previous 7, 15 and 30 days. Here are a few more details.
The campaign dashboard is designed to create a dashboard with a custom date range, in order to track the performance of an advertising campaign, for example. It also allows you to compare your current campaign to a previous one. Take a look here for more information.

How Many Dashboards do you Need?

It all depends on what data you want to report on, to whom, and how. Each marketing agency and marketer has a different approach and creates different types of dashboards for his/her clients. The most important thing to remember when calculating how many dashboards you need is that you can include data from all your marketing platforms (integrations) and all your sources, profiles, and pages in a single dashboard. Basically, you can create one dashboard with each client’s PPC, social media, or SEO data together, or you can create one dashboard for each campaign. You can also create a dashboard for each department of your company, it’s really up to you!

Here are some examples to help you figure out how many dashboards you might need:

Example 1:

Question: You are a marketing agency with 25 clients. Each client only needs one monthly report that includes all their marketing data. Answer: You will need 25 storyboards.


Question: After further reflection though, you decide to provide your clients with 2 different types of marketing reports: a yearly SEO dashboard, and a monthly PPC report.  Answer: You will need 50 storyboards.

Example 2:

Question: You are a marketer creating marketing reports for your employer. You need a report for your company’s web analytics performance and another for your PPC campaigns because each are sent to different departments of your company. Answer: You need 2 storyboards.


Question: One of the departments mentioned above requests to have its reports sent daily instead of monthly and also to track the performance of a second website.
Answer: You still need just 2 storyboards, because all you have to do is change the frequency of your Intelligent AgentsTM and add your second website’s account to your dashboard, the data of both your websites will be aggregated in your storyboard.

Example 3:

Question: One of the departments mentioned above requests to have its reports sent daily instead of monthly and also to track the performance of a second website. Answer: With this, you would only need 50 storyboards, because each client could receive just one social media report sectioned by platform, instead of one report per platform.

Even if you decide to add SEO data and web analytics to your clients’ reports, you still need just 50 storyboards, since you can add SEO and website performance data to their existing dashboards. However, you could also decide to create separate reports, and in that case, you would need 100 dashboards.

Don’t worry about choosing a plan just yet, and even if you do choose one, you can change it anytime! And don’t hesitate to contact us if you have any questions!

Already an Optix user? Go back to your Optix account here!

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