BenchBot User Guide

Learn how to get the most out of BenchBot's AI-powered marketing analytics

Introduction

BenchBot is designed to help you quickly and easily analyze your marketing data. Simply upload a CSV file with your marketing data, and BenchBot will generate a comprehensive report with key performance indicators (KPIs), AI-powered insights, forecasts, and more.

Getting Started

1

Navigate to the BenchBot application

Sign in to access the application

2

Upload your CSV file

Make sure your CSV file has the following columns:

Date, Channel, Spend, Impressions, Clicks, Leads, Conversions
3

Enter client name and analyst notes

Provide the client name for the report header and optionally add analyst notes for additional context.

4

Select your industry

Choose your industry to enable industry-specific benchmarks (B2B SaaS, E-commerce, Healthcare, Real Estate, or Professional Services).

5

Enable forecasting

Check the "Enable Forecasting" box to get trend projections for 7, 14, and 30 days.

6

Click "Generate Report"

Your report will be generated in about 60 seconds!

Understanding Your Report

Your report is divided into several sections:

📊 Key Performance Indicators (KPIs)

This section shows a summary of your key marketing metrics, including Spend, Impressions, Clicks, Leads, Conversions, CTR, CVR, CPL, CPA, CPC, and CPM. For each metric, you can see the current value, the previous value, and the percentage change.

🤖 AI Insights

This section provides AI-powered insights and recommendations based on your data. The insights are generated by OpenAI's GPT-4o-mini model and include strategic recommendations tailored to your performance.

🔮 Forecasts

If you enabled forecasting, this section will show trend projections for your key metrics. The forecasts are generated using a combination of moving averages and linear regression, with confidence intervals.

⚠️ Data Reliability Warnings

This section shows any warnings about the reliability of your data. For example, if you have a low number of conversions, you may see a warning that the CVR and CPA metrics are not reliable.

📡 External Signals

This section shows external signals from sources like SEMrush and Google Trends that may be affecting your marketing performance (e.g., seasonality, competitive landscape changes).

Exporting Your Report

You can export your report in the following formats:

📄

PDF

A professional-looking PDF report that you can share with your clients.

📊

CSV

A ZIP file containing several CSV files with the raw data and forecasting diagnostics.

📈

Excel

A multi-sheet Excel workbook with all the data from your report, perfect for deeper analysis.

To export your report, simply click on the corresponding button at the top of the report results page.

API Documentation

BenchBot provides an interactive API documentation page where you can explore the available endpoints and their parameters.

View API Documentation →

Troubleshooting

Invalid CSV format

If you get an error about an invalid CSV format, make sure your CSV file has the required columns (Date, Channel, Spend, Impressions, Clicks, Leads, Conversions) and that the data is in the correct format.

Report generation failed

If the report generation fails, please try again. If the issue persists, please contact support at support@benchbotreporting.ai

Authentication issues

Make sure you're signed in to BenchBot. If you're having trouble signing in, try clearing your browser cache or using an incognito/private window.

Frequently Asked Questions (FAQ)

What is BenchBot?

BenchBot is an AI-powered business intelligence tool that helps you analyze your marketing data and generate reports with insights and forecasts in about 60 seconds.

What kind of data can I upload?

You can upload CSV files with your marketing data. The CSV file must have the following columns: Date, Channel, Spend, Impressions, Clicks, Leads, and Conversions.

How are the AI insights generated?

The AI insights are generated by OpenAI's GPT-4o-mini model, which analyzes your metrics and provides strategic recommendations based on performance trends and industry best practices.

How are the forecasts generated?

The forecasts are generated using a combination of moving averages and linear regression. We provide confidence intervals and adjust projections based on historical volatility and data quality.

Is my data secure?

Yes! All data is transmitted securely over HTTPS, and we use Clerk authentication to ensure only authorized users can access the application. We do not store your CSV data permanently on our servers.

How long does report generation take?

Most reports are generated in 30-60 seconds, depending on the size of your dataset and whether you've enabled forecasting features.

Ready to Get Started?

Upload your marketing data and get AI-powered insights in 60 seconds