How can marketing service providers report campaign performance and ROI to clients using Zoho Analytics?

How can marketing service providers report campaign performance and ROI to clients using Zoho Analytics?


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Zoho Analytics gives agencies the ability to create rich, visual performance dashboards that unify data from campaigns, CRM, ads, and website analytics.

  • Data Integration:

    • Connect Zoho Campaigns, CRM, Google Ads, Facebook Ads, and Marketing Automation.

    • Sync and blend data to build a unified funnel view.

  • Custom KPI Dashboards:

    • Leads generated, conversion rate, cost per lead (CPL), ROI, and customer lifetime value (CLTV).

  • Attribution Models:

    • Understand which channel or touchpoint (first, last, linear) led to conversion.

  • White-Label Reporting:

    • Add client branding to dashboards and grant read-only access.

    • Automate weekly/monthly report delivery via email or client portals.

  • Drill-Down Reporting:

    • Allow clients to click into campaign names, locations, devices, or even individual leads.

  • Forecasting & Trends:

    • Predict lead volume and cost trends using historical data.

This supports transparency, accountability, and client retention for marketing service providers.