Creating your first conversion report in Whatagraph can seem daunting at first, but with a clear step-by-step process, you can produce insightful and professional reports that showcase your marketing success. This guide will walk you through the essential steps to build your initial report effectively.

Understanding Conversion Reports in Whatagraph

Conversion reports are vital tools for measuring the effectiveness of your marketing campaigns. They track specific actions users take, such as making a purchase, signing up for a newsletter, or filling out a contact form. Whatagraph simplifies the process of aggregating this data from various platforms into a comprehensive report.

Step 1: Setting Up Your Data Sources

Before building your report, connect your data sources within Whatagraph. Supported platforms include Google Analytics, Facebook Ads, Google Ads, and more. To do this:

  • Navigate to the 'Sources' tab in your dashboard.
  • Select the platforms you want to include.
  • Authenticate your accounts by following the prompts.

Step 2: Creating a New Report

Once your data sources are connected, proceed to create a new report:

  • Click on 'Create New Report' in the dashboard.
  • Choose a template that fits your reporting needs or start from scratch.
  • Name your report appropriately for easy identification.

Step 3: Adding Conversion Metrics

To focus on conversions, add relevant metrics:

  • Select 'Add Widget' or 'Add Metric'.
  • Choose metrics such as 'Conversions', 'Conversion Rate', 'Cost per Conversion', etc.
  • Customize the date range to match your reporting period.

Step 4: Customizing Your Report

Personalize your report to make it more insightful:

  • Arrange widgets for logical flow.
  • Apply filters to focus on specific campaigns or channels.
  • Add visual elements like charts and graphs for better data visualization.

Step 5: Preview and Share

Before finalizing, preview your report to ensure accuracy and clarity. Once satisfied:

  • Click 'Preview' to review your report.
  • Use the 'Share' option to generate a link or export as PDF or image.
  • Distribute the report to stakeholders via email or embedded links.

Tips for Effective Conversion Reports

To maximize the impact of your reports:

  • Regularly update your data sources for the latest insights.
  • Keep your reports concise and focused on key metrics.
  • Use visualizations to make data more understandable.
  • Include actionable recommendations based on the data.

Conclusion

Building your first conversion report in Whatagraph is a straightforward process that can significantly enhance your understanding of marketing performance. By following these steps, you can create clear, professional reports that help inform your strategies and demonstrate your success.