Capability
Dashboards & reporting
Metrics you understand at once. Reports that land in the inbox by themselves.
Answers instead of slides.
Your view.
Several dashboards for several roles, assembled freely.
Without IT.
Build reports on contacts, campaigns, channels and revenue yourself.
By itself.
Daily, weekly or monthly by email, to people outside the system too.
Figures that answer a question. Not just look good.
There are two kinds of reporting. One produces slides. The other answers the question in the room.
"Why did sign-ups collapse in March?" "Which campaign actually brings revenue and not just clicks?" "How many of our contacts are we even still allowed to write to?"
Caymland M4 is built for the second kind. Because the figures come from the same system that holds the contacts, campaigns and purchases, there is nothing to piece together.
Your dashboard, not ours
Every role needs a different view. Management wants development over time. Marketing wants campaign impact. Sales wants to know who to call today.
- Assemble widgets freely and arrange them by dragging, resize them.
- Save several views and switch between them, instead of agreeing on one overview.
- Change the period globally and every figure updates with it.
- Pass views on, so a well-built dashboard does not stay with one person.
From contact growth, email impact, form completions and page views through campaign progress and score distribution to revenue and transactions. For special cases there are extended visualisations, right up to a map of the Swiss cantons showing how your contacts are spread geographically.
Reports you build yourself
A report in Caymland M4 is not a ticket to IT. You pick the data source, then the columns, then the filters.
Available sources include contacts and companies, email sends and reactions, page visits, form submissions, campaign runs, segment movements, downloads, SMS and messenger, unsubscribes and bounces, origin parameters, transactions and orders, as well as the data from your connected line-of-business systems.
On top come groupings, totals and averages, charts and sorting. What you would otherwise rebuild in Excel comes into being here, directly on the live data.
And then the report arrives by itself
The real gain is not the report. It is that nobody has to produce it any more.
Reports can be scheduled daily, weekly or monthly and sent automatically by email to any number of recipients. Including people who never look into the system: management, an agency, an association's board.
Exporting by hand is of course still there, to CSV and Excel, for further processing elsewhere.
See what actually happened
Alongside the aggregated figures you can drill down to the individual contact everywhere. A campaign does not just show "412 contacts at step 3", but which ones they are and how they got there. An email report does not just show the open rate, but who clicked which link.
That connection between a metric and an individual person is the difference between an evaluation and an action.
What this looks like day to day
Monday morning. At 7 the weekly report is in management's inbox: new contacts, revenue from campaigns, how unsubscribes are developing. Nobody produced it.
The campaign review. Instead of a discussion about feelings, the comparison is on the table: which subject line, which send time, which segment. And behind it, in two clicks, the actual contacts.
The annual planning. The comparison across twelve months shows which topics carry and which were only effort.
Questions & answers
Frequently asked questions
Do we need a separate BI tool for this?
For most questions, no. Where you already have one in place, the interfaces deliver the data to it.
Can we send reports to people without access?
Yes. Scheduled delivery goes to any email address.
How current are the figures?
They come from the live data, not from an overnight extract.
Can we restrict reports so not everyone sees everything?
Yes. Permissions and ownership apply in reporting too.
What if a report becomes very large?
For security reasons, very large scheduled exports are not sent as an attachment but provided as a link to the report.
The difference in one sentence
