How Agencies Are Moving to Proactive KPI Tracking

Marketing agencies today have more data, more complexity, and more channels to manage than ever before. 

In fact, the Salesforce State of Marketing report says marketers are now present on 10 different marketing channels on average in 2025. And each of these channels come with their own set of KPIs, dimensions, and goals to meet. 

But when you have dozens of campaigns to manage across multiple channels, it’s easy for things to slip through the cracks. 

Maybe it’s an ad that burns through your client’s budget over the weekend.

Maybe an ad platform shuts off a campaign for no reason.

Maybe ROAS fell below an acceptable threshold. 

Most of the time, digital marketing agencies don’t spot these issues unless they check the native platform (e.g. Meta Ads) every day, or until the next monthly report. But by then, it’s too late. 

This is why at Whatagraph, we built Goals & Alerts.

With it, agencies can proactively set goals for KPIs across all their channels and receive daily or weekly alerts of whether they’re on or off track.

This means you no longer need to log into different platforms every day or dig through reports. Important insights come to you, on auto-pilot, every day. 

In this post, we’ll explore how agencies are using Whatagraph’s Goals & Alerts feature to shift to proactive marketing KPI reporting. 

What Proactive Marketing KPI Tracking Looks Like

If you’re like most agencies, your current workflow for marketing KPI tracking looks something like this:

You log into five different platforms every day to understand what’s going on with your campaigns.

You sift through dozens of spreadsheets or reports to understand trends.

You panic after missing a check-in over the weekend, wondering what went wrong while you were offline.

What’s worse, if someone on your team goes on vacation or gets sick, campaigns go unchecked for days or weeks. And by the time you notice a concerning trend, it’s already too late.

Proactive marketing KPI tracking means you no longer need to log into native platforms or dig through reports or catch issues after they happen.

For instance, with Whatagraph’s Goals & Alerts, you can simply:

1. Create one Overview dashboard to see KPIs for all your campaigns, clients, or Account Managers in one place
2. Set goals (targets, limits, or ranges) for KPIs that matter the most to you and your clients
3. Get daily or weekly alerts via email, Slack, or within the Whatagraph platform about whether these goals are on-track or off-track

This means, you:

Know timely when a goal is off-track, not a few days or weeks later

Stay on top of performance even when you’re away from work

Save time spent on checking and double-checking performance

Real-Life Use Cases: How Agencies are Shifting to Proactive KPI Tracking with Goals & Alerts

Let’s look at a few real-world scenarios where Whatagraph’s Goals & Alerts helps agencies track KPIs proactively, stay on top of performance, and take action quickly. 

1. Optimize Client Budget Allocation

Let’s say you’re a performance marketing agency owner. Your clients gave you a monthly budget and trust you to split it across platforms however you see fit.

But it’s the 20th of the month, and you’re asking yourself:

“Have we used our client’s budget effectively in our PPC campaigns?”

Without a proactive KPI tracking system, there’s no clear answer.

But with Whatgraph’s Goals & Alerts, you can:

• Set a spend limit goal for each client or campaign (e.g. $5,000)

• Choose to get alerted daily about how this goal is trending

Every day, Whatagraph will send you an email about whether you’re on-track (spending below $5,000) or off-track (spending over $5,000).

This means you can:

Get peace of mind that you’re on top of spend
Distribute your client’s budget in the most efficient way and deliver higher return on ad spend

2. Stay Within KPI Thresholds

Let’s say you’re managing 10 clients.

Each of those clients has specific performance thresholds, maybe ROAS needs to stay above 3.5, or CPL should stay under $40.

But with so many active campaigns, it’s nearly impossible to manually check every metric every day.

With Goals & Alerts, you can:

• Create one Overview dashboard with KPIs across all clients and campaigns

• Set a goal range for each metric (e.g. ROAS must stay between 3.5 and 6.)

• Get alerted daily or weekly whether the KPI is within the goal range or not

This means you can:

Catch off-track performance before your next client call
Quickly optimize campaigns to get back on track

3. Catch the Unexpected and Minimize Risk

Sometimes it’s not about low performance or budget pacing, but about catching the unexpected. 

A platform disables your ads. A spike in traffic from a strange region. A drop in conversions with no obvious cause.

With Goals & Alerts, you can:

• Set activity goals like target clicks or conversions (e.g. target goal of 2,000 clicks)

• Get notified every day about how these goals are trending

This means you can:
Stay on top of anomalies you’re not even aware of in the first place

Investigate fast, before performance suffers

Tips to Get Started with Proactive KPI Reporting

1. Audit your key KPIs: What metrics matter most to your clients and campaigns?
2. Centralize visibility: Use a dashboard to view KPIs across clients or teams in one place.
3. Define performance thresholds: What’s the minimum ROAS? Maximum budget? Healthy engagement rate?
4. Set automated alerts: Start with one or two metrics per client and build from there.
5. Review weekly: Use alerts to prioritize where your attention goes—not just what your reports say.

Proactive KPI reporting isn’t just a trend, it’s becoming the new standard for agencies who want to scale without sacrificing performance.

By combining clear goals with automated alerts, you can stay ahead of issues, optimize faster, and give your clients confidence that their campaigns are in good hands.

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