New White-Labeled Analytics Reports in SalesEdge.io Help Your Agency Win & Retain More Clients
We’re excited to introduce a powerful new feature in SalesEdge.io: White-Labeled Analytics Reports. These reports make it easier for you to highlight your clients' wins in a professional, branded format — helping you build trust, save time, and strengthen long-term relationships.
What’s New
Custom-Branded Reports: Easily generate polished reports with your own branding — no mention of SalesEdge.io on the client-facing version.
Flexible Reporting Options: Choose to include all client profiles or report on a single listing profile for more tailored insights.
Simple Delivery Methods: Download as a PDF or send directly via email from your SalesEdge.io dashboard.
Smart Recipient Handling: Select from your contacts or staff — new staff are automatically added to your contact database.
Custom Email Formatting: Personalize email content with your preferred fonts, sizes, bullets, and spacing for a professional look.
Report Customization: Choose which graphs to include or exclude depending on what matters most to each client.
Better Deliverability & Trust: Emails are sent from your domain and tracked right inside the platform to ensure high open rates.
Secure Access: Only users with admin access can view and manage reporting features.
Why It Matters
Easier Communication: Help clients understand their performance at a glance with clear visuals and summaries.
Consistent Client Engagement: Share progress updates proactively to reinforce your value and keep clients informed.
Professional Touch: Use formatting options and branding tools to deliver a clean, professional experience every time.
Stronger Client Loyalty: Show ongoing results to improve retention and grow long-term relationships.
How to Use This Feature
Go to your Listings Analytics tab inside any subaccount.
Click “Generate Report” and select either all listings or just one individual listing.
Choose your desired date range for the report.
Select which graphs you’d like to include for that specific client.
Add your headline, upload a logo, and include an optional description to personalize the report.
Pick a delivery option:
Download PDF
Send via Email: Enter your sender address, choose recipients (contacts or staff), and customize the email before sending directly through the platform.
Preview the full report before sending or saving to ensure everything looks great.
Coming Soon
Automated Recurring Reports: Schedule reports to be sent monthly or quarterly — no manual effort required.
Uberall Integration: Currently supported for Yext-powered listings. Uberall support is on the roadmap.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
