16 Nov 2022
Product | 3 min read

New! Expedite Marketing Performance Reporting with New Data Export Capabilities

Written by Maggie Tharp
on November 16, 2022

With the end of 2022 nearing, reviewing the past few quarters of performance and planning for next year is top of mind for marketing professionals.

Today, Rockerbox is releasing updated exporting functionality that makes it easier than ever to identify trends across tactics and channels so that marketers can tell the story of the past year and build a plan for the upcoming year.

Keep reading to learn more about the updated exporting feature, which enables marketers to see CPA and ROAS broken out by tactic, channel, or campaign, and aggregated over the desired time period without needing to manipulate data in spreadsheets.

The Problem

For marketers, the end of the calendar year signals the oncoming need to justify the last year of spend and lock down their budget for the following year. This requires making data-backed arguments to prove that the marketing investments made had a positive impact on the business and accurately forecast the budget needed to hit targets again in the next year.

Budget decisions made during this period not only impact marketing leaders, but their team as a whole and their activities for months to come. That’s why it’s so critical for marketers to have access to high-quality marketing performance data.

Rockerbox’s always-on measurement platform delivers helpful periodic insights in-platform, but when it’s time to distill marketing data into long-term quarterly or annual reports, pulling such a large volume of data from our platform hasn't always been the easiest.

We heard from customers that exporting larger ranges of data was an error-prone process, which inhibited a self-service experience and added pressure to already stressful periods. Additionally, the platform could only return granular raw data, meaning users often had to submit multiple data export requests and wrangle their data in unwieldy spreadsheets that required additional pivots to eke out insights about marketing performance.

HubSpot Video

The Solution

Informed by customer feedback on what brands needed to satisfy reporting requirements, we updated our export capabilities to create a smoother experience that allows users to export just the data they need for specific analyses.

The new exporting functionality provides a flexible framework for marketers to:

  • Report on CPA and ROAS at the right level of granularity—whether it's at the tactic or channel level, down to the creative level, or any combination thereof
  • Isolate performance data for new vs. repeat customers
  • Dictate the time period for reporting, including daily, weekly, monthly, quarterly, annually, and all-time

All in all, this new feature makes periodic reporting—from one-off check-ins to weekly, monthly, quarterly, or annual reporting—easy for everyone from channel managers to marketing executives.

Use Cases: Improved Exporting

  • Data teams and marketers can easily generate performance reports to fulfill monthly, quarterly, and annual reporting.
  • Marketing executives can evaluate channel contribution to customer acquisition in order to inform budget distribution across channels.
  • Channel managers can evaluate year-over-year tactic performance to optimize their marketing in the lead up to a major holiday.
  • Finance teams can evaluate performance at the channel level to inform budgets for the following year.

Learn More

Ready to dive into our improved marketing performance exports? If you’re already a customer, log into your account to start trying it out today or explore our documentation for more details.

If you’re not yet a customer and want to get a peek at this feature and Rockerbox as a whole could help you, join us next month for a webinar walkthrough of reporting best practices and how to simplify your end-of-year, quarterly, or short-term reports with Rockerbox.

[Webinar] How to Streamline Your End of Year Reporting with Rockerbox

Thursday, December 8, 2022 @ 2 p.m. EST
End of year reporting is often stressful for marketers, but it doesn’t have to be. In this webinar, Rockerbox CSM Kelsey Kearns will share tips for end of year reporting that’ll highlight the impact you made in the previous year and justify your budget for the upcoming period. We’ll also share concrete examples of how to expedite marketing reporting throughout the year with Rockerbox.

Register Today