Before you begin: SmartAnalytics is part of the TapClicks AI-powered reporting suite. It brings together advanced analytics, AI operator agents, data transformation tools, 250+ native data connectors, and the full TapClicks data suite to help users go deeper than reporting and understand what is driving their marketing results.
What is SmartAnalytics?
SmartAnalytics is an advanced analytics package in TapClicks built for users who need more than standard reporting. It provides access to the full TapClicks data suite along with AI-powered tools for performance modeling, data transformation, and dashboard automation. SmartAnalytics gives users the control to understand what is driving results and the ability to act on those insights quickly.
SmartAnalytics Features
The features listed below are included in SmartAnalytics. For a full list of SmartAnalytics features, refer to the TapClicks Pricing Page.
- 250+ Native Data Connectors: Connect to a broad library of data sources, giving you access to the full TapClicks data suite for comprehensive, cross-channel analysis. For a full list of all connectors available from TapClicks, please refer to the Data Source Guides section.
- Interactive Dashboards: Unify data from multiple platforms into a single, customizable view. Dashboards automatically adjust to changes in your connected data, so your insights are always current. For more information, refer to How to Create and Share Reports.
- AI Widget and Dashboard Creation Agents: Describe the dashboard or widget you need in plain language and the AI operator agent builds it for you automatically — no manual configuration required. Available agents include the Dashboard Creation Agent, Widget Creation Agent, and Calculations Agent. For more information, refer to AI Operator Agents Overview.
- AI Data Transformation Agent: Build custom calculated fields using plain-language prompts. The Calculations Agent automatically generates the formula logic based on your description — no code, syntax, or formulas required. For more information, refer to AI Operator Agents Overview.
- Ask Your Dashboard: Use a natural language, LLM-style chat interface to query your dashboard data and surface insights without needing to build custom reports manually. For more information, refer to the How to Use Ask Your Dashboard.
- SmartSlides™: Turn data into client-ready slide decks automatically. SmartSlides™ builds PPT, PDF, or Google Slides presentations complete with visuals, insights, and key highlights. For more information, refer to How to Create a SmartSlides™ Presentation or FAQs: SmartSlides™.
- SmartEmail™: Delivers AI-generated performance summaries and insights directly to your inbox on a scheduled basis. For more information, refer to How to Use SmartEmail™.
- Transformation Hub: Manage and apply advanced data transformations across your connected data sources in one centralized location. For more information, refer to Transformation Hub Overview.
- Report Automation: Automate the delivery of reports on a recurring basis so your team and clients receive performance updates without manual intervention. For more information, refer to How to Use Report Scheduler.
- SmartCampaigns: Unify campaign data from multiple sources into a single, consolidated view for easier cross-channel analysis and reporting. For more information, refer to SmartCampaigns Overview.
- Goals & Pacing: Track campaign progress with pacing and budget alignment tools to help you stay on target. For more information, refer to Goals Overview.
- Configurable Alerts: Send real-time notifications when key metrics change, helping you stay proactive with personalized alerts. For more information, refer to How to Create Alerts in TapClicks.
- Data Lookups: Enrich your data sets by joining external data to your existing fields, giving you a more complete picture of performance. For more information, refer to How to Use Data Lookups to Enrich Your Data Set.
- Margin/Markup Automation: Automatically apply margin and markup adjustments at the client, campaign, or date level to ensure accurate revenue reporting across your accounts. For more information, refer to the How to Use Margin and Markup Rules.
- Custom/Predefined Channels: Organize your data sources into channels to create consistent, structured views of your marketing data. SmartAnalytics includes both predefined channels and the ability to create custom ones. For more information, refer to How to Create and Manage Channels.
- SmartConnector™: Create custom data connections and import data from a wide range of sources. SmartConnector™ Basic supports Google Sheets, manual uploads, and email. SmartConnector™ Plus extends this with support for host files, databases, and Direct2source connections. For more information, refer to the SmartConnector™ Setup Guide.
- Data Warehousing: TapClicks automatically stores and manages your marketing data so it is always accessible, up-to-date, and ready for analysis.
How Do I Access SmartAnalytics?
You can access SmartAnalytics features throughout the platform, including in dashboards and dedicated areas via the left-hand navigation menu. To learn more about using specific SmartAnalytics features, refer to the linked articles above.
SmartAnalytics includes 10 clients. If you have questions about usage limits or need more assistance with accessing any SmartAnalytics feature, reach out to your Customer Success Manager or contact support@tapclicks.com.