{"id":27716,"date":"2023-01-20T10:02:27","date_gmt":"2023-01-20T13:02:27","guid":{"rendered":"https:\/\/servidor.reportei.com\/?p=27716"},"modified":"2023-02-02T14:54:57","modified_gmt":"2023-02-02T17:54:57","slug":"indicator-control","status":"publish","type":"post","link":"https:\/\/reportei.com\/en\/indicator-control\/","title":{"rendered":"Reportei Control: learn how to use Reportei\u2019s metrics control feature"},"content":{"rendered":"<h2><strong>Here\u2019s Reportei Control! A new feature that helps you track your client\u2019s goals and optimize decision-making.<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Keeping up to speed on your digital marketing indicators and goals is fundamental if you want to fully understand how your project is getting along in terms of your goals. It also optimizes decision-making, so you can change course quickly when needed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To that end, many analysts rely on spreadsheets and other manual tools that need constant updating. So, we\u2019ve developed Reportei Control, a resource to help make your procedures more practical and let marketing professionals focus on what really counts: strategically analyzing results.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This article covers what you need to know about Reportei Control, how to set goals on the platform, and some handy tips on indicators to set for your clients. Keep reading to check it out!<\/span><\/p>\n<h2><strong>Reportei Control: be in charge of your results<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Our last updates included features to help you record and analyze results efficiently. And here\u2019s another one for you: Reportei Control. It\u2019s a tool that lets you create a display panel with indicators, goals, and the main objectives of your projects.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Reportei Control&#8217;s purpose is to give marketing professionals a clearer view of clients\u2019 projects and speed up strategic decision-making.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also set notifications to let you know when goals have been reached or not, how you measure up to expectations, and help you avoid unpleasant surprises along the way.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From business goal tracking to monitoring Ads spending, you can fully manage your client&#8217;s digital marketing, making sure things are moving along as planned. <\/span><\/p>\n<h2><strong>How can you keep up to speed on your indicators in Reprotei?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">To access Reportei\u2019s Indicator Control feature, log in and enter your project panel. The tool is displayed on the right side, next to the Timeline.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the first page, you\u2019ll find a summary of the main goals set to help you gauge the progress of your results easily and quickly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A glance will show you what channel and indicator you\u2019re looking at data from, the viewing period, goal, and deadline. You\u2019ll also see a progress bar (% of goal achieved) and the set expected % to date.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This data will help you understand your project progress and what you\u2019re missing to complete your goal. Progress bars will change color according to the project status to make indicator cards even more visual, like so:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Red: below expectations. Results are at risk;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Yellow: average, but requires awareness;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Green: exceeds expectations. Achieving the goal is highly likely.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Regardless of the results, you can set up notifications via email. Then you won\u2019t have to log into your Reportei account daily to keep up to speed on your projects.<\/span><\/p>\n<h2><strong>How to create indicators in Reportei<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Setting your goals and indicators in Reportei is simple. Here\u2019s how to do it step by step:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">1. Select an integration to create a goal. You can connect to different channels through our platform (Facebook, Instagram, Google Ads, Analytics, Search Console, RD Station, and others).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">2. Set a goal to track. Reportei will suggest a few options for each channel, but feel free to edit those or come up with your own based on metrics that are relevant to your project.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">3. When setting custom goals, choose your metrics, how often you\u2019d like to monitor them, and how much of your goal you\u2019d like to achieve within the specified period.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">4. Once you\u2019ve saved those settings, choose the notifications you\u2019d like to receive by type:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Target hit;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Target not reached;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Variation below target;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Variation above target.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">5. Next, save and finish. Your indicator is ready to be monitored from the panel.\u00a0<\/span><\/p>\n<h2><strong>What indicators can you track through Reportei Control?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">As we said, you can set indicators for all your channels that integrate with Reportei, but considering your client\u2019s goals and project KPIs is a good idea.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some indicators you should monitor according to each type of project:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Social networks: reach and engagement;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Inbound marketing: generating leads, business opportunities, and sales marked in the CRM;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Paid traffic: conversions from all channels and invested amount;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">E-commerce: website traffic, sales, and billing (via Google Analytics).<\/span><\/li>\n<\/ul>\n<h2><strong>How many indicators can I add to my account?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Now that you know how to manage your indicators through Reportei, you may be wondering how many indicators you can set.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s important to note that Reportei Control is a Premium Plan feature. Besides integrating with more channels and resources for projects, you can set around 5 goals per project on average.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An account with up to 5 projects can have a maximum of 25 indicators which you can distribute among clients as needed.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, Starter and Pro accounts can set 1 goal per account, so you can try out this feature for one of your projects and see how it works.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Start using <a href=\"https:\/\/app.reportei.com\/signup?locale=en&amp;\">Reportei\u2019s<\/a> Control right now and boost your clients\u2019 results!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here\u2019s Reportei Control! A new feature that helps you track your client\u2019s goals and optimize decision-making.<\/p>\n","protected":false},"author":18,"featured_media":27723,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1969],"tags":[],"class_list":["post-27716","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-reportei-2"],"_links":{"self":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/27716","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/comments?post=27716"}],"version-history":[{"count":0,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/posts\/27716\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media\/27723"}],"wp:attachment":[{"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/media?parent=27716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/categories?post=27716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/reportei.com\/en\/wp-json\/wp\/v2\/tags?post=27716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}