Social Analytics

Section: Marketing & Communication
URL: /admin/social_analytic
Page title: Social Analytics

Overview

Social Analytics aggregates performance metrics from Facebook, Instagram, TikTok, Twitter/X, and YouTube into a unified dashboard inside the CRM. Data is refreshed automatically via scheduled sync and can be shared with clients through the customer portal.

Business value

Gives marketing teams and clients a single place to review social media performance without switching between five different native dashboards. Account managers can include social metrics in client reports directly from the CRM.

• Who uses it: Marketing managers, social media managers, account managers, agency clients
• Key benefit: Unified social reporting saves hours per week and ensures clients always have access to up-to-date performance data.
• Metrics it influences: Follower growth, reach, impressions, engagement rate, video views

Typical use cases:

• Weekly social performance review across all connected brand accounts
• Client agency report: share a read-only portal view showing last 30 days' social metrics
• Compare organic vs paid reach across platforms for budget allocation decisions
• Set up TikTok account monitoring for a newly launched product campaign

Accessing this module

From the admin sidebar, navigate to Social Analytics, or open the URL directly:

/admin/social_analytic

Supported platforms

Common actions

1. Connect a social account — authenticate each platform via OAuth and add the account to the dashboard.
2. View platform analytics — open the platform-specific tab to see native metrics in chart form.
3. Configure sync schedule — set how frequently data is pulled from each platform via cron.
4. Share with client — grant a client portal user access to their social analytics dashboard.
5. View navbar indicators — pending sync status and error badges appear in the top navigation bar.

Source: crm-connect-main/app/modules/social_analytic