Octoboard

octoboard.com ↗

Collect marketing and commerce data for dashboards, reports and analytical exports.

SI Score
80/100
Pricing
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Ask SI about Octoboard

Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Octoboard homepage

What it does

Octoboard offers marketing, PPC, commerce and web-analytics products with dashboards and reporting. Different products connect existing cloud data or collect site events, and can send selected data to external reporting destinations.

Octoboard's products cover different reporting jobs and are purchased separately. The relevant billing measure depends on what is connected or collected.

Product Billing measure
Marketing Analytics for Business Connected data sources
Marketing Analytics for Agencies Client count
PPC Data Analytics Advertising spend across connected accounts
Ecommerce Analytics Monthly paid orders and sent emails
Web Analytics Website events and pageviews
MCP connection for AI assistants Requests

For an agency report, open Marketing Analytics > Reports > Predefined. Use Structure to enable the needed sections, or Add Section to choose a template and connect its application. In Schedule, enter up to five recipient email addresses, the message and delivery timing. Verify the main administrator's email, then use Test Email > Send to receive the generated PDF before enabling routine delivery.

Scheduled reports appear under Manage Reports, where the report or its schedule can be edited separately. Business and Agencies have separate logins, and subscriptions or collected data cannot be transferred between them. Monthly and annual subscriptions are available, with a 14-day trial for each product.

Strengths

  • Provides dashboards and reports across several marketing data types.
  • Supports transformations and external analytical destinations.

Watch out for

  • Products are purchased separately and use different billing measures.
  • Business and Agencies use separate core account arrangements.

Best for

  • Agencies scheduling client reports and teams exporting marketing data

Sources