Introducing Metric Snapshots

Data no one sees is worthless

That’s the whole problem with a dashboard.

You built it. It’s accurate. But dashboards don’t tap you on the shoulder. They don’t ping your phone. They just wait for someone to log in, navigate over, and actually look.

But…people are busy. So here’s what really happens:

• You mean to check it every Monday. Some Mondays, you do. Some you don’t.
• A client is waiting on their weekly report, so you screenshot the dashboard, paste it into an email, and hope you didn’t crop out anything important. And how you remember to do it again next week.
• Your CEO asks for “that number” in Slack. Then you go dig around for ten minutes to find it. Again.

None of this is because the data’s wrong. It’s because getting the data in front of the right person — on time, every time — is a manual job. And manual jobs are the first thing that gets skipped when the week gets busy.

Today, we fixed that.

Introducing Metric Snapshots

With Metric Snapshots, you can:

• Pick any dashboard in SegMetrics
• Set a sharing schedule: daily, weekly, or monthly
• Choose exactly who gets it by email inbox, a Slack channel, or both
• Deliver it as a clean PDF or PNG (with a link back to the live dashboard if someone wants to dig deeper)

No SegMetrics login required for the people receiving it. Set it once, and it just keeps showing up — whether you’re at your desk or not.

Your reporting is now automated.

See Metric Snapshots in action

What if your report just showed up?

For your CEO. For your client. Or just for you, on a Sunday morning with coffee.

That’s the actual shift here. Metric Snapshots doesn’t just save you a few minutes of screenshotting. It takes the reporting off your to-do list entirely and puts it on a schedule instead.

How can you use this?

For agencies

Set up a weekly snapshot for each client with their ROAS, funnel performance, or revenue summary. Now it lands in their inbox every Friday afternoon, automatically. Your client gets a clean, professional report with the numbers they actually care about. All with no login, no digging through dashboards, and no chasing you for last week’s numbers. Best of all, you don’t have to carve out time each week to update and share reports. This saves time every week with every client.

For teams

Set up snapshots so the right data reaches the right person without you being the middleman. Your CEO gets the monthly revenue overview. Your media buyer gets daily ad performance. Your sales team gets lead quality by source, every week. Set it up once per person, and you’re out of the loop — in the good way. Now you can focus more time on growing your numbers instead of sharing them.

For you

This is the simplest use case but it might be my favorite. We all have metrics we mean to check…and then get distracted. Sometimes logging and pulling up reports is just too much work. With snapshots, you can get the data you want delivered straight to your inbox or phone, right when it’s best for you.

A dashboard nobody’s watching isn’t insight. It’s baggage. Metric Snapshots is what makes sure someone’s actually looking.

Try Metric Snapshots for yourself

Setup takes about thirty seconds per snapshot, and it updates automatically any time the underlying dashboard changes.

Start your 14-day free trial today.

Data beats opinion. 🚀