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How to Track KPIs Using Monitoring and Alerts

How to monitor metrics & set up targets with alerts

Updated over 2 weeks ago

Maximize your marketing performance with Swydo's powerful Monitoring & Alerts feature.

1. Want to see an overview of all your Clients at once? Use the Metrics Overview

For a marketing agency, this functions like a "mission control" hub. Instead of navigating multiple client folders or logging into numerous ad platforms, you can monitor the overall health of your entire client portfolio on a single screen.

What can you do with the Metrics Overview?

1. Instant "At-Risk" Identification: You can immediately spot if a client’s spend has plummeted (potential tracking or billing issue) or if their cost-per-acquisition (CPA) has spiked.

2. Eliminating "Platform Hopping": Your team doesn't have to log in and out of 20 different Ads Manager accounts just to check daily performance.

3. High-Level Resource Allocation: It prevents "underspending" (missing out on leads) or "overspending" (into the client's budget too fast).

2. View main metrics at a glance with Boards

Instead of going to a report, create a board that shows the most important metrics at a glance.

1. Simplified Client Communication: It shifts the client's focus away from "detailed metrics" and toward the results that actually drive their business growth.

2. High-Stakes Presentation Readiness: Swydo allows you to "present" these boards directly within the platform or download them for meetings.

3. Data Blending for a Holistic View: It demonstrates the value of your omnichannel strategy, showing the client how different platforms work together to achieve their goals.

3. Master your campaign pacing with real-time Goal tracking

The Goals feature will help you track metrics and set up goals

1. Visual Pacing and Budget Management: This prevents "budget burn" where you accidentally spend a client's entire monthly budget in the first week, protecting your agency from having to cover overspend costs.

2. Automated "Early Warning" System: You don't have to calculate manual math to know if performance is lagging; the system identifies "at-risk" goals automatically based on the timeline.

3. Proof of Performance and Transparency: It shifts the conversation from vague metrics to concrete success criteria (e.g., achieving a target of 1,000 content views).

4. Strategic Resource Prioritization: A team lead can filter by a specific "Assignee" to see if a particular account manager's clients are consistently "Off track".

4. Always be informed with Alerts

Alerts transform your team from reactive data-gatherers into proactive strategists!

The Alerts feature allows you to set specific conditions (e.g., "Cost increased by more than 15%") that trigger a notification the moment they are met.

  1. Automated Early Wins tracker: You can detect issues like tracking failures, cost spikes, or broken landing page URLs immediately, preventing waste before the client's budget is drained.
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  2. Eliminating "Budget Burn" and Overspending: It identifies "off track" pacing instantly without manual calculations.
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  3. Boosting Productivity: The software handles the repetitive monitoring, freeing your team for high-value creative work.
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  4. Demonstrating Proactive Value to Clients: You have a clear "source of truth" to show clients how you are pacing toward their specific targets, such as "Content views" or "Post clicks".


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Still need help after reading this article?

Please explore our help center further or reach out to our support team (support@swydo.com).

You can also schedule a demo to get an answer to all your questions.

Happy reporting,
The Swydo Team

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