In this guide, we'll walk you through how to use Cometly's Report Builder to analyze your metrics month over month and compare the data to the previous time period. By the end of this article, you'll know how to effectively use the Report Builder to uncover trends and gain insights into your performance.
Watch the Video Tutorial
For a step-by-step walkthrough, watch our video tutorial below:
Step 1: Choose Your Report Type, Date Range and Metric
Log in to your Cometly account and navigate to the Report Builder section.
Select the report type you want.
The 'table report' is recommended for this analysis.
Set the date range to cover the period you want to analyze.
Example: Select "Last Year" to get a full 12 months of data.
Select the metric you want to analyze.
For this example, we'll use "Leads."
You can choose any metric available in your account.
Step 2: Group Data by Time Period
By default, the Report Builder will be grouped by 'Time' and display data for every single day.
Scroll to the bottom of the page and locate the Group by Time option.
Options include day, week, month, quarter, or year.
Select Month to view the data aggregated by month.
This will organize your selected metric (e.g., leads) into monthly groups, making it easier to analyze trends monthly.
Step 3: Add a Previous Period Comparison
In addition to the month-over-month comparison, enable the Previous Period Comparison feature by clicking 'Options' at the top of the report settings.
This feature compares the selected metric's performance for your chosen time period to the equivalent previous time period.
This will show a red or green percent icon that indicates the performance to the previous period.
Analyze the results:
Look for increases or decreases in performance.
Identify patterns or anomalies.
Step 4: Customize and Save Your Report
Customize the report to fit your needs by adding filters, such as:
Campaigns
Ad groups
Specific traffic sources (e.g., Facebook Ads, Google Ads).
Save your customized report for future use.
Click on the Add To Dashboard button.
Give your report a descriptive name (e.g., "Leads Month-over-Month Analysis").
Tips for Effective Analysis
Use the month-over-month and previous period comparisons together to get a full picture of your performance trends.
Combine this data with insights from other metrics to identify actionable opportunities.
Regularly review saved reports to monitor ongoing performance.
By following these steps, you'll be able to harness the power of Cometly's Report Builder to analyze your metrics and make informed decisions for your campaigns. If you have any questions or need further assistance, feel free to reach out to our support team.