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    How to Create a Social Media Report: 6-Step Guide

    YGLukBy YGLukJanuary 31, 2025No Comments23 Mins Read
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    Let’s be actual—social media isn’t nearly posting fairly footage or witty captions anymore. It’s about proving the impact of your social media efforts. How did that final Cyber Monday or Christmas marketing campaign carry out? What number of customers did that marketing campaign drive to your Shopify web site, and what was its ROI?

    Maintaining a tally of all these vainness metrics, particularly whenever you’re in the course of one other marketing campaign and getting ready for Christmas, might be laborious.

    That is the place you make the most of a social media report—your final weapon to investigate efficiency, showcase wins, and pinpoint what’s working (or not).

    However right here’s the deal: making a efficiency report isn’t nearly throwing numbers onto a slide. It’s about telling a narrative of information that is sensible to your group, purchasers, or boss. 

    Inquisitive about how to try this successfully? Hold studying.

    By the tip of this information, you’ll know precisely tips on how to craft studies to your social media profiles that wow stakeholders, uncover invaluable insights, and even save time whereas doing it.

    Let’s dive in and rework the way in which you have a look at social media efficiency.

    What Is a Social Media Report?

    A social media report is a complete doc containing all the important thing efficiency metrics to grasp how your efforts are performing. It’s a software that tells the story of your social media campaigns and the outcomes you’re getting. 

    Consider it as a snapshot of how your campaigns, posts, and techniques are performing throughout platforms like Fb, Instagram, Twitter (X), LinkedIn, YouTube, and Google Enterprise Profile.

    At its core, a social media performance report highlights key efficiency indicators (KPIs) reminiscent of engagement charges, follower development, impressions, clicks, and conversions. Nevertheless it doesn’t cease there.

    A superb report brings these insights to life and interprets these numbers into actionable insights, serving to you perceive what’s working, what wants enchancment, and the place to focus your efforts subsequent.

    Whether or not presenting to a shopper, updating your boss, or analyzing your progress, a social media report is your go-to doc for showcasing outcomes, proving ROI, and shaping extra revolutionary methods.

    In brief, it’s the way you join the dots between your social efforts and enterprise targets.

    Wish to know tips on how to create one which stands out? Let’s discover additional!

    The way to Create a Social Media Report in 6 Steps

    Making a social media efficiency report may get complicated if you’re unaware of the sequential steps. Listed here are the detailed steps to streamline your course of:

    Step 1: Outline Your Social Media Targets

    Earlier than making a devoted social media efficiency report, it’s essential to outline totally different targets and KPIs to make the reporting course of.

    Targets and targets present a benchmark for measuring the success of your social media campaigns. By monitoring your progress in opposition to your targets, you’ll be able to decide whether or not your campaigns are on monitor or want enchancment.

    Set up Targets for Social Media Campaigns

    Social Media Campaigns

    Defining clear targets will provide help to measure the success of your social media campaigns, so it’s essential to outline the targets of your social media campaigns.

    These may embody growing model consciousness, producing leads, driving web site site visitors, boosting gross sales, and so forth.

    Primarily concentrate on creating targets which might be Particular, Measurable, Achievable, Related, and Time-bound (S.M.A.R.T). SMART goals can present a transparent course and deadline to your social media efforts.

    For instance, by Instagram, you’ll be able to set a SMART purpose to your social media marketing campaign to extend web site site visitors by 25% inside the subsequent three months.

    The purpose defines a particular goal of accelerating the web site site visitors and has a quantifiable metric of a 25% rise. It may be achieved as a result of it’s not too formidable or unrealistic and is related as a result of it aligns with the general advertising and marketing technique.

    Additionally, it has a particular three-month deadline, making it time-bound. However there’s additionally one other side of SMART targets, which is selecting a particular social media platform.

    Selecting Social Media Platforms

    You may select the social media platforms if you recognize your audience and which platforms they’re most lively on.

    For instance, in case your audience is primarily younger adults, platforms like Instagram and Snapchat could also be more practical, whereas in case your audience is professionals, platforms like LinkedIn and Twitter could also be extra acceptable.

    After getting recognized the social media platforms that you’ll use, you’ll be able to then decide the KPIs which might be most related to these platforms.

    Determine key Efficiency Indicators (KPIs)

    After getting established your social media marketing campaign targets, it’s essential to establish the key performance indicators (KPIs) that can provide help to measure progress towards these targets.

    Your KPIs can embody metrics reminiscent of engagement, attain, impressions, clicks, conversions, and viewers demographics.

    For instance, on Instagram, monitor metrics like engagement fee, follower development, and attain, whereas, on LinkedIn, concentrate on metrics like engagement fee, click-through fee, and lead era.

    Step 2: Search Your metric

    After getting recognized your KPIs, it’s essential to decide the metrics it’s essential to monitor. It may well arrange the inspiration for creating an correct and detailed social media report.

    Select Applicable Metrics for KPIs

    You could select essentially the most acceptable metrics to measure and monitor them. For instance, in case your KPI is engagement, it’s possible you’ll measure likes, feedback, and shares.

    Listed here are some ideas for choosing essentially the most related metrics to your group or shopper:

    • Align metrics with enterprise targets.
    • Give attention to metrics that may be influenced by your social media efforts. For instance, should you can’t management the variety of followers you could have, then measuring follower development will not be essentially the most helpful metric.
    • Use a mixture of quantitative (likes and feedback) and qualitative metrics (sentiment evaluation.)
    • Think about metrics particular to every platform.

    Determine Sources of Information to Measure and Monitor Metrics

    Subsequent, work out the place you’ll be getting all the data that you might want to create a complete report.

    Figuring out the sources of information will present insights to your social media report. You may extract knowledge from social media platforms, third-party analytics platforms, web site analytics, buyer relationship administration (CRM) instruments, and different sources.

    No matter you select, be certain it offers the insights you might want to create a killer social media report!

    It may be nerve-wracking to create social media studies for a number of purchasers. To ease your monitoring and reporting course of, you’ll be able to depend on SocialPilot.

    Its highly effective social media reporting dashboard can assist you with monitoring all engagement metrics. You may get detailed analytics for particular channels or mix a number of profiles’ analytics on a single web page and export putting PDF studies with ease.

    social media analyticssocial media analytics

    Start Your 14-day Trial

    Step 3: Create the Template

    This step includes making a template to your social media report. You may select a pre-existing template or create a customized one tailor-made to your wants.

    Many social media report templates can be found, every with advantages and options. Some standard templates embody Excel spreadsheets, Google Sheets, PowerPoint displays, and on-line dashboard instruments.

    Nevertheless, you’ll be able to keep away from the difficulty of manually including the metrics and sustaining the info when you select SocialPilot’s social media analytics.

    Inside a couple of clicks, you’ll be able to generate a devoted social media report primarily based on the analytics outcomes on platforms like Fb, Instagram, Twitter, LinkedIn, and Google Enterprise Profile.

    Step 4: Construct the Report

    On this step manage the info into a transparent and concise format that’s straightforward to grasp.

    This might embody utilizing charts, graphs, and tables to assist visualize the info.

    You could monitor social media metrics primarily based on the platform and your targets. For instance, if you wish to analyze your Fb advertising and marketing technique, it’s essential to measure your Fb web page’s efficiency by defining the metrics like the expansion of your followers/viewers, likes, feedback, shares, impressions, and so forth.

    As soon as the info is on the market, you’ll be able to format it into the specified visible graph, making it simpler for a non-technical particular person to grasp the reporting outcomes.

    When you use SocialPilot’s analytics software, you’ll be able to bypass the effort of making visually interesting graphics, because the software has already damaged down an important metrics into eye-pleasing graphs and charts.

    appealing graphicsappealing graphics

    Step 5: Analyze and Interpret Information

    This step includes deciphering the info to attract insights and establish areas of energy and weak spot. Based mostly in your findings, make suggestions that can provide help to enhance your social media technique.

    Interpret Information to Draw Insights

    You could interpret the info to attract insights about your social media efficiency. Search for traits, patterns, and anomalies within the knowledge that will help you perceive what works and what doesn’t.

    For instance, in case your viewers engages extra with movies than photos, incorporate extra video content material into your social media technique.

    Additionally, should you discover a spike in follower development after operating a particular social media marketing campaign, replicate the identical marketing campaign sooner or later.

    Determine Areas of Power and Weak spot

    Based mostly in your evaluation, establish the areas of energy and weak spot in your social media technique. It will provide help to make knowledgeable selections about tips on how to enhance your efficiency.

    You should use a SWOT evaluation to establish areas of energy and weak spot in your social media technique. The framework can establish areas of energy and weak spot in your social media technique and provide help to leverage the data to make data-driven selections.

    Let’s perceive SWOT evaluation with an instance of a vogue model with an honest social media presence.

    • Strengths: The strengths can embody a visually interesting Instagram feed, first rate social media engagement, and a loyal following of vogue lovers
    • Weaknesses: You may battle to generate leads or gross sales by social media.
    • Alternatives: To enhance its weak spot, you’ll be able to associate with vogue influencers to succeed in a wider viewers or use social media platforms like TikTok to showcase its merchandise and attain a youthful demographic.
    • Threats: In case your rivals use social media extra successfully, they might appeal to extra prospects and acquire market share. Additionally, constant social media algorithms or coverage adjustments can have an effect on the visibility of your content material.

    Make Ultimate Suggestions Based mostly on Findings

    Based mostly in your insights, make suggestions for tips on how to enhance your social media technique. These suggestions needs to be actionable and tied to your social media marketing campaign targets.

    For instance, in case your social media engagement charges are declining on Instagram, you’ll be able to enhance your engagement charges by specializing in creating extra interactive content material that encourages person participation.

    Check out totally different social media campaigns like polls, Q&A classes, or quizzes or share user-generated content material, which may drive higher engagement from the viewers.

    Additionally, mixing your content material technique with new codecs like Instagram Reels can ship glorious outcomes.

    Step 6: Report and share

    This step includes presenting your report clearly and concisely and sharing it with the related stakeholders. You must also put together for future studies by monitoring your progress and making needed changes to your social media technique.

    The way to Current the Report

    You could determine tips on how to current your social media report clearly and simply to grasp, serving to talk your findings.

    Selecting an in depth PDF format with a number of visible parts could make it simpler for the stakeholders and your group members to investigate the social media studies.

    Greatest Practices for Reporting and Sharing

    There are a number of greatest practices you need to observe when reporting and sharing your social media report. These embody tailoring your report back to your viewers, highlighting key insights and proposals, and being clear in regards to the knowledge and technique used.

    Additionally, perceive that report sharing isn’t a one-time factor. Many entrepreneurs do it each week, and others do it each month. So, with SocialPilot, we eliminated the handbook process of sharing studies out of your workflow with our devoted Schedule Report function.

    With a click on of a button, you’ll be able to automate weekly or month-to-month sharing of your in-depth analytics report with teammates and purchasers by way of e-mail. Say goodbye to the hiccups of producing social media studies manually month-to-month.

    Social Media AnalyticsSocial Media Analytics

    Getting ready for Future Stories

    It’s vital to arrange for future studies by documenting your course of and technique. It will provide help to keep consistency throughout totally different studies and make it simpler to trace your progress.

    You must also establish areas for enchancment and set targets for future social media campaigns.

    Utilizing the detailed steps, you’ll be able to create a well-polished social media report that will help you enhance your methods and optimize your sources.

    When you get caught in the course of the course of, wandering and in search of concepts, listed below are some examples to get some inspiration. 

    Social Media Report Examples and Templates

    Making a social media report from scratch can really feel overwhelming, particularly whenever you’re juggling managing a number of platforms, metrics, and stakeholders. However don’t fear—having the best templates can assist you save time and make your studies look polished {and professional}. Listed here are some examples and templates that will help you get began:

    1. Month-to-month Efficiency Report

    A month-to-month efficiency report provides a complete overview of your social media actions over the previous month. It’s excellent for figuring out traits, measuring development, and recognizing areas for enchancment. Key parts embody:

    • Complete follower development
    • Engagement charges throughout platforms
    • Web site site visitors pushed by social media
    • Efficiency of high posts and campaigns

    Use Case: Companies use this report back to display worth to purchasers, whereas in-house groups share it with stakeholders to information subsequent steps.

    2. Community-Particular Stories

    These studies concentrate on one platform at a time, offering detailed insights into network-specific metrics. For instance:

    • Instagram: Engagement fee, Tales efficiency, follower demographics.
    • LinkedIn: Submit attain, click-through charges, and firm web page development.
    • Twitter/X: Impressions, hashtag efficiency, and retweets.

    Use Case: Splendid for companies that prioritize particular platforms or wish to fine-tune their methods for every community.

    3. Customized Stories

    Customized studies are tailor-made to focus on the metrics that matter most to your online business. You determine what’s included: conversions, engagement fee, advert spend ROI, follower development, or particular marketing campaign efficiency. These studies are extremely versatile and might be tailored to totally different targets, reminiscent of:

    • Gross sales-focused studies monitoring leads generated from social media.
    • Model consciousness studies specializing in attain and impressions.

    Use Case: Excellent for companies with distinctive KPIs or purchasers with particular targets.

    Undecided tips on how to create these studies? Don’t fear; now we have obtained you lined up. Try our Social Media Audit Template and get your self a headstart. It helps you:

    • Rapidly consider your social media efficiency.
    • Spotlight areas for enchancment with clear, actionable insights.
    • Customise your reporting for various networks, timeframes, or targets.
    Free Social Media Audit TemplateFree Social Media Audit Template

    3 Social Media Reporting Instruments For Higher Evaluation

    Crafting insightful, visually interesting social media studies doesn’t must be a headache. The precise social media analytics tools can prevent time, simplify knowledge assortment, and provide help to create studies that wow your purchasers or group. Listed here are three highly effective instruments to raise your reporting sport:

    1. SocialPilot

    Greatest Social Media Analytics for:

    Advertising and marketing Companies, SMBs, Multi-Location Manufacturers & Professionals

    Ranking:

    4.5 (G2), 4.4 (Capterra)

    Apps:

    Internet-version, Android and iOS apps, and Chrome, Firefox and Edge net extensions

    Social Media Platforms Supported:

    Fb, Instagram, X (Twitter), YouTube, LinkedIn, and Google Enterprise Profile

    Analytics and Reporting Options:

    • In-Depth Web page Analytics
    • Particular person Submit Analytics
    • Customized Stories
    • Obtain Whitelabel Report
    • Schedule Report on Precedence
    • Share Stories with Purchasers
    • Viewers Development Metrics
    • Hashtag Efficiency
    • Efficiency Comparability with Time Filters
    • Greatest Time to Submit
    • Presentation-Prepared Stories
    • Most Lively Likers, Commenters, and Sharers

    Execs

    • In-depth social media analytics
    • Create complete social media studies for all accounts.
    • Immediate buyer assist group.

    Em D.

    To have the ability to schedule PDFs on LinkedIn & additionally group totally different “account teams” in to at least one report.

    Verified G2 Review

    Cons

    • Typically, customers don’t get notifications for failed posts.
    • Want instantaneous studies of those alerts.

    Taler H.

    The one factor that Social Pilot can work on is their notification system. Oftentimes, it takes days earlier than they report a publish that didn’t get submitted attributable to some error, and I might love these notification emails to be instantaneous in case the circulation of posts will get tousled.

    Verified G2 Review

    About SocialPilot

    When you’re in search of a software that mixes simplicity with highly effective reporting options, SocialPilot is a must have. It helps you create detailed social media studies effortlessly, whether or not you’re managing one account or dozens.

    Designed with businesses and SMBs in thoughts, this analytics and reporting software lets you monitor efficiency throughout all main platforms effortlessly. With customizable, white-labeled studies, you’ll be able to concentrate on the metrics that matter most to your online business or purchasers.

    Moreover, SocialPilot’s analytics present actionable insights into engagement, viewers development, and content material efficiency. From figuring out top-performing posts to optimizing methods, SocialPilot ensures you keep forward with data-driven selections—all in a user-friendly interface.

    SocialPilot Pricing

    SocialPilot presents a 14-day free trial and entry to all premium options (no bank card required & cancel any time). Select a plan that matches your wants.

    Final Premium Customary Necessities
    $170.00/mo

    $200

    Billed yearly (Save 15%)

    $85.00/mo

    $100

    Billed yearly (Save 15%)

    $42.50/mo

    $50

    Billed yearly (Save 15%)

    $25.50/mo

    $30

    Billed yearly (Save 15%)

    Simplify Social Media Scheduling and Publishing

    Total Verdict

    SocialPilot is a wonderful alternative for businesses and companies searching for in-depth analytics and easy-to-create, complete social media studies. Its immediate buyer assist ensures a easy expertise.

    Whereas occasional missed notifications for failed posts and a scarcity of on the spot reporting on these alerts might be improved, the platform stays a dependable and invaluable software for social media administration.

    2. Hootsuite

    hootsuite toolhootsuite tool

    Greatest for:

    Freelancers, Massive Enterprises, Mid Measurement Enterprise, Non-Revenue, Small Enterprise

    Scores:

    4.2/ 5 (G2), & 4.4/ 5 (Capterra)

    Apps:

    Internet, iOS, and Android variations

    Social Media Platforms Supported:

    Fb, Instagram, X (Twitter), TikTok, LinkedIn, YouTube, and Pinterest

    In depth review of Hootsuite

    Key Analytics Options:

    • Social media metrics
    • Efficiency monitoring
    • Follower and Engagement fee monitoring
    • Pre-built templates for fast reporting.
    • Exportable knowledge in a number of codecs like PDF and Excel.
    • White-label studies in increased plans

    Execs

    • The reporting performance provides customers detailed and actionable insights to streamline their social media methods.
    • The analytics dashboard is user-friendly.

    Cristina P.

    It’s additionally fantastic to have a one cease store on tips on how to entry analytics, plan and evaluate how posts went!

    Verified G2 Review

    Cons

    • The platform might be sluggish to perform and replace in real-time.
    • Information can have some inaccuracies in reporting in comparison with native social media analytics knowledge.

    Verified Person in Advertising and marketing and Promoting

    The analytics portion of the platform is considerably inaccurate on many metrics, and the content material calendar usually fails to show scheduled posts except you clear your historical past and cache every time.

    Verified G2 Review

    Our Expertise

    Hootsuite is a well-versed software with strong social media administration and reporting options. In our expertise, its paid analytics monitoring capabilities stand out, offering detailed insights into viewers engagement, content material efficiency, and ROI throughout a number of platforms. These analytics assist companies and enterprises fine-tune their methods with data-driven selections.

    The platform’s user-friendly interface makes it straightforward to generate studies shortly. Pre-built templates are a plus, saving time for busy social media groups.

    Nevertheless, Hootsuite’s pricing could also be a consideration for smaller companies, as its superior analytics options are solely obtainable on higher-tier plans. Regardless of this, Hootsuite stays a robust contender for many who prioritize granular knowledge and complete studies.

    Ultimate Verdict

    Hootsuite presents a strong reporting and analytics dashboard that delivers actionable insights and a user-friendly expertise, making it a invaluable software for optimizing social media methods. Nevertheless, occasional sluggish efficiency and minor knowledge discrepancies in comparison with native analytics could influence its real-time reliability.

    3. Google Analytics

    Google Analytics toolGoogle Analytics tool

    Greatest for:

    Digital entrepreneurs, search engine optimization specialists, companies, and content material entrepreneurs.

    Scores:

    4.5/ 5 (G2), & 4.7/ 5 (Capterra)

    Apps:

    Internet-version, Android and iOS apps

    Supported Social Media Networks:

    All social media networks

    Key Options:

    • Web site evaluation
    • Actual-time insights
    • Marketing campaign efficiency monitoring
    • Conversion monitoring
    • Viewers demographic report
    • Customized studies

    Execs

    • Monitor social and web site efficiency.
    • Monitor person conduct and extra.
    • Run Paid adverts and create customized studies with all these metrics.

    Taras V.

    As a long-time person of Google Analytics, I can confidently say it’s a useful software for any enterprise seeking to perceive its web site’s efficiency. The platform presents a complete suite of options that enable me to trace every part from person conduct to conversion charges. I significantly admire the flexibility to create customized studies and combine with different Google instruments. Whereas there have been some current updates which have taken some getting used to, general, I extremely advocate Google Analytics to anybody searching for to enhance their digital advertising and marketing efforts.

    Verified G2 Review

    Cons

    • The platform might be sluggish to perform and replace in real-time.
    • Information can have some inaccuracies in reporting in comparison with native social media analytics knowledge.

    Verified Person in Attire & Vogue

    Options to enhance: – At the beginning is the pace of information extraction, which must be improved loads. GA takes numerous time to drag out knowledge, even on system studies. Now, this turns into actually crucial once we are analyzing a knowledge set or making an attempt to troubleshoot an issue. This breaks the momentum and generally is irritating. – Customized studies to be made straightforward: In customized studies, now we have to first create the construction of the report, reserve it, after which solely we are able to if the report fetches any knowledge or not. This must be improved in order that studies might be validated proper there after which. – Lack of core implementation for publishing and lead-gen web sites: The way in which GA offers e-commerce integration, lags in offering an implementation for lead-gen web sites as their use case, many-a-times, is greater than a easy lead, however there are numerous sorts and qualities & {qualifications} of leads.

    Verified G2 Review

    Our Expertise

    Google Analytics is a outstanding analytics that enhances social media reporting by offering in-depth insights into how social media drives site visitors and conversions in your web site.

    Whereas it’s not a standard social media reporting software, it shines in monitoring the influence of social campaigns in your general advertising and marketing efforts. You may perceive which social media platforms deliver essentially the most guests to your web site.

    Ultimate Verdict

    Google Analytics is a sturdy software for monitoring social media-driven site visitors, person conduct, and marketing campaign ROI, providing invaluable insights for optimizing methods. Nevertheless, its sluggish knowledge extraction speeds and complicated customized reporting course of could make it difficult for customers searching for fast, actionable insights.

    Significance of Creating Social Media Stories

    Social media studies present a complete overview of a enterprise’s social media efficiency. It may well provide help to perceive the present trajectory of your advertising and marketing methods and provide help to optimize accordingly.

    Right here’s why creating social media studies is vital:

    1. Efficiency measurement

    It permits you to monitor key metrics, reminiscent of engagement charges, attain, impressions, clicks, and conversions. This knowledge lets you perceive how your social media efforts are performing, establish traits, and make knowledgeable selections to enhance your technique.

    2. Display ROI

    Social media studies assist present the ROI of your social media efforts.

    It may well current knowledge on how your social media exercise has impacted your online business targets, reminiscent of web site site visitors, leads, gross sales, and buyer retention.

    3. Get technique insights

    Social media studies present insights into what’s working and isn’t working along with your social media technique. By analyzing the info, you’ll be able to consider your social media ways, establish areas for enchancment, and modify your strategy accordingly.

    4. Monitor competitors

    Utilizing social media studies isn’t restricted to your efficiency monitoring. You may also monitor your rivals’ social media exercise and efficiency.

    By evaluating your metrics in opposition to your rivals, you’ll be able to establish areas the place you might want to enhance and develop new methods to remain forward of the competitors.

    5. Analyze social media traits

    You should use studies to plan for the longer term. Social media efficiency studies can be utilized to extract insights into social media traits and adjustments in viewers conduct.

    Utilizing the info, you’ll be able to develop new methods aligned with your online business targets and make the most of new alternatives to have interaction along with your viewers.

    However to avail these advantages of social media studies, it’s essential to know tips on how to create an in depth report that’s straightforward to grasp and analyze.

    Prepared, Get Set, Report!

    A social media report template might be your north star to information you thru your social media efficiency analytics, which in any other case would really feel unorganized, complicated, and resultless.

    You may create a wonderful social media report template by performing all of the detailed steps on this weblog.

    Nevertheless, your process won’t be completed as soon as the template is created.

    It’s essential to face a number of challenges to extract and handle social media knowledge. However with SocialPilot’s highly effective social media reporting dashboard, you’ll be able to keep away from the effort of making a report template from scratch and create perfectly-crafted social media studies shortly.

    Right here’s what you’ll get:

    • Content material efficiency: Simply perceive your top-performing content material that engages your viewers and leverage it to scale your social media efficiency.
    • Viewers insights: Know your viewers higher and analyze development patterns to create social engagement methods utilizing SocialPilot’s built-in social media perception software.
    • Determine your largest followers: Uncover who interacts along with your social posts, essentially the most with impactful insights, like most lively commenter, sharer, and extra.
    • Greatest time to publish: Analyze the best time to post by getting insights in regards to the lively viewers in the course of the week.
    • Complete analytics: View analytics of all of your social posts no matter whether or not you posted from SocialPIlot.
    • Share PDF analytics studies: Schedule your in-depth PDF studies to share routinely by way of e-mail with colleagues and purchasers, or obtain them from the Analytics tab.

    Strive it your self!

    Kickstart the free trial or schedule a demo name.



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