Welcome to Performance Insights
A Smarter, More Transparent Reporting Experience
Performance Insights is the next evolution of your reporting dashboard — designed to give you clearer, faster, and more actionable visibility into your marketing performance across every channel. You already rely on reporting to understand results, measure ROI, and guide decisions. Performance Insights builds on that foundation by bringing your data into a more modern, unified, and intuitive experience.
This isn’t new reporting.
It’s a better reporting experience.
Real-Time, On-Demand Transparency
Access up-to-date performance data whenever you need it — no waiting for reports or updates.
All Channels, One Unified View
SEO, digital advertising, and cross-channel performance brought together in a single dashboard.
Insights That Support Better Decisions
Spot performance shifts, trends, and opportunities earlier so conversations can focus on strategy — not just reporting.
Why This Reporting Experience Matters
Performance Insights was designed to support the way you actually use data:
- Evaluate performance and ROI with confidence
- Support internal reporting and stakeholder conversations
- Understand how paid and non-paid channels work together
- Identify opportunities and issues sooner
- Have transparent access to results at any time
This dashboard is meant to be a shared source of truth — for you and your Coalmarch team. Performance Insights gives you a clearer view of your marketing performance so every decision is backed by real, reliable insight.
FAQs
Your Performance Insights reporting dashboard is your central hub for viewing your marketing performance with us. It provides real-time visibility into how your campaigns are performing across channels in one easy-to-use view.
We built this dashboard to give you clearer, more consistent insights into your marketing performance — without relying on static reports or emails. This allows you to check results anytime and better understand how your marketing investment is working for you.
Data will sync daily and be fully up-t-date by 8 am EST every morning.
Your dashboard highlights the most important performance indicators for your marketing program with Coalmarch, such as:
- Marketing spend and pacing
- Leads and conversions
- Cost Per Lead
- Traffic and engagement
- Performance by marketing platform and vertical
Stay tuned for additional metrics coming later this year!
This dashboard will serve as the foundation for performance so we're all on the same page at any given time. Our best recommendation is to spend less time reviewing the data together and more time discussing what the data is telling us and how that translates into action items for our partnership.
You will get the most out of our partnership if you're reviewing data separate from our meetings.
Yes. Your dashboard is designed to connect performance metrics to outcomes, helping illustrate how your marketing investment is driving results for your business. This is available if you use PestPac or RealGreen as your CRM. You can see more about ROI Reporting with Performance Metrics here.
If you notice something that seems off, reach out to your Account Strategist or contact support directly from your dashboard, and we’ll investigate.
Yes. This dashboard will continue to evolve as we enhance reporting capabilities and add new insights. What's in the works? Think LSA results broken down by dashboard, location specific breakdowns (for those on our subsite platform), and more!
If you have requests you'd like to see added to the platform, we're all ears! While our dashboards can be customized to your specific company, we always accept feature requests that are then evaluated to see if they fit into the greater vision of the platform.