Octoboard is a hosted analytics and reporting platform built for agencies. Connect a client’s WooCommerce store, their ad accounts, their Search Console and fifty-odd other services, and it produces automated reports and a white-label client portal with your branding on it. Real-time dashboards you can put on an office TV, scheduled email updates, Slack notifications, and two hundred-plus templates somebody else has already designed.
We make Squizzie, so we have a side. And this is the one comparison on our site aimed at a different reader: not a store owner, but someone who looks after other people’s sites.
If that’s you, the difference isn’t really about features. Octoboard reports on many clients from one place. Squizzie makes one site report on itself. Everything else follows from that.
The Quick Version
Who it’s for
- Squizzie: The person whose site it is. An agency installs it on a client’s site, not on their own.
- Octoboard: The agency. One account, many clients.
Where it runs
- Squizzie: Inside each WordPress site, on that site’s hosting.
- Octoboard: Their platform, connecting to each client’s services.
How it reaches WooCommerce
- Squizzie: It’s already inside. Direct database queries against the order tables.
- Octoboard: The WooCommerce REST API, using a consumer key and secret you generate per store.
Cross-client view
- Squizzie: None. Each site knows only about itself.
- Octoboard: The whole point. One place for every client you report on.
Integrations
- Squizzie: WooCommerce, three form plugins, four Google properties, and the other Tracksies plugins.
- Octoboard: Fifty-plus services, spanning ads, social, SEO, email and ecommerce.
White labelling
- Squizzie: PDFs use the site’s logo automatically, and its fonts and colours once you choose them in the Designer.
- Octoboard: A white-label client portal. Their pricing page lists it under the Marketing Analytics module.
How the client receives it
- Squizzie: A branded PDF or an email summary arriving from their own site, on their own schedule.
- Octoboard: A portal they log into, plus scheduled emails and Slack.
What happens when the engagement ends
- Squizzie: The plugin stays on the client’s site and keeps reporting.
- Octoboard: When the account lapses, Octoboard stops collecting data and the reports go with it.
Pricing model
- Squizzie: A yearly licence for 2, 5 or 20 sites.
- Octoboard: Four modules priced separately, each scaling on its own. Their figures below are in euros.
That’s the shape. Now the meaning.
Where Octoboard Does Well
It was built for the job you actually have. If you report to fifteen clients every month, a tool that holds fifteen clients isn’t a nice-to-have. Squizzie has no concept of a second site at all.
Fifty-plus integrations, and the right ones for an agency. Ads, social, SEO, email, ecommerce. The client’s world isn’t only their website, and a report that stops at the website edge is half a report.
Two hundred-plus templates. Somebody has already designed the thing you were about to build at 11pm the night before a client call.
The white-label portal. Your branding, your domain, your client logging into what looks like your system. That’s a real part of looking like a grown-up agency and we have no equivalent.
Real-time, and on a screen. Live orders as they happen, dashboards for an office TV. If you run a team, an always-on screen changes behaviour in a way a monthly PDF doesn’t.
Modular pricing. You buy the parts you need rather than a bundle full of things you don’t. That’s fairer than most of this market manages.
Where the Approaches Differ
Reporting on the site, or reporting from it
Octoboard sits outside a client’s site and reaches in through APIs. That’s what lets it hold many clients at once, and it’s the right architecture for the job.
Squizzie sits inside one site and reports from within it. That’s why it can query the order tables directly rather than through the REST API, and why its PDFs pick up the site’s logo without being told, with the fonts and colours set once in the Designer. It’s also exactly why it can’t do what Octoboard does.
Neither is a better idea. They’re built for different people.
What the client is left holding
This is the part worth thinking about, and it isn’t a feature comparison.
With a platform subscription, the reporting belongs to you. When the retainer ends, or the client moves on, or you decide to stop paying for a module, the account lapses and the reports go with it. The client goes back to nothing, and the work you did setting it up leaves with you.
With a plugin on the client’s site, the reporting belongs to them. It was always on their hosting, reading their database, sending from their own site’s email address. It carries on afterwards without anybody doing anything.
Whether that’s an argument for or against depends entirely on how you want the relationship to work. Some agencies want the reporting to be theirs, because it’s a reason to keep paying them. Others would rather hand over a site that looks after itself, and be hired again because the work was good. We’re the second sort, so that’s what Squizzie is built for.
One bill that moves, or four
Octoboard splits into four modules and prices each one on its own slider. Marketing Analytics starts at €25 a month for five agency clients and carries the white-label portal. PPC Data Analytics starts at €20 a month for €10,000 of monthly ad spend. Ecommerce Analytics, the one that reads WooCommerce, starts at €12 a month for 500 orders and 1,000 emails. Web Analytics starts at €14 a month for 10,000 events. Yearly billing saves thirty percent.
Two things follow. Their pricing page lists the white-label portal under Marketing Analytics rather than Ecommerce, so check with them before assuming one module covers both. And every slider moves with the client’s growth, so a good year for your client is a bigger bill for you.
À la carte is fairer than a bundle. It’s harder to predict, though, and worth modelling against your actual client list rather than the entry price.
Squizzie is a yearly licence for 2, 5 or 20 sites. Those figures above are euros, ours are Australian dollars, and this page has a third currency in it, so convert carefully before comparing anything.
One place on a Friday, or a tab for every tool
Octoboard consolidates harder than we do, and for an agency that’s the entire product. Fifty services and every client in one login is a serious piece of work.
The difference is the size of the circle, and this time it runs the other way from our other comparisons. Octoboard consolidates your client list. Squizzie consolidates one business.
For a store owner, one business is the right unit. Their week happens in their orders, their traffic, their search rankings, their contact form entries, their reviews, and what people typed into the search box and didn’t find. Those sit in as many different screens as they have plugins, and checking all of them is a job nobody actually does on a Friday afternoon.
Squizzie reads from up to twenty sources of its own, depending on what’s installed, and adds site search, support and loyalty when Fetchie, Helpie or Perkie is installed. Woo orders, products and customers when WooCommerce is running. Reviews from WooCommerce, or from Trustie when it’s installed. Contact forms, profit, customer lifetime value (with Tracksies HQ), returns, and the Google properties.
So: wanna look at your biz for the week in one place at Friday coffee? You got it.
If you’re an agency, that’s the thing you’re installing for someone, rather than the thing you’re logging into yourself.
Credentials, and who holds them
A small operational point that matters at scale.
Octoboard reads WooCommerce through the REST API, which means generating a consumer key and secret on each client’s store and holding them on the platform. That’s normal for a hosted tool, and it’s a set of credentials per client to create, store and revoke when an engagement ends.
Squizzie has nothing to authenticate to, because it’s already inside. The credentials in play are the Squizzie licence key and the client’s Google connection, which uses an OAuth client set up in their own Google Cloud account.
Sentences, not only charts
Squizzie writes up to fourteen cross-data insights automatically, each appearing when its sources are connected, in plain language rather than leaving them as charts to interpret. They appear on the dashboard and in the PDFs, including the PDF a scheduled email can carry.
For an agency that’s a slightly different benefit than it is for an owner: it means the report a client opens explains itself, and you spend less of the call translating a chart into a sentence.
The one figure behind that question
How are my contact forms doing against traffic is a tile in Squizzie called Form Conversion Rate: form entries over Analytics sessions, as a percentage.
It’s one of two tiles whose source is derived, built from two places rather than one. That’s the difference between a dashboard putting things side by side and a report dividing one by the other.
It won’t offer itself in the report editor until both halves are there. Without a form plugin and Analytics, it’s greyed out and says "Needs a form plugin and Google Analytics connected".
Where the client’s data lives
No SaaS holds the data. Every report lives in the client’s own WordPress database, so they keep it, export it and never lose access to it, and nothing goes to an AI service. When a job needs outside help, Squizzie sends only what that job needs: QuickChart gets a chart’s labels and numbers to draw it in a PDF, and sends back the picture. The Google figures come from the client’s own Google account.
If you use an AI assistant. If you don’t, skip this one.
Nothing in this section changes what Squizzie does for you. If AI in your business tools isn’t something you want, skip to the next bit and you lose nothing at all.
There’s no AI service behind Squizzie. The abilities below answer only an assistant someone has connected to the site, fetching Google figures from Google when asked. No assistant can see the numbers unless someone has deliberately connected one to the site. It’s a door in the client’s own house, and it stays shut until they open it.
For anyone who does want it: Squizzie registers its reports as WordPress abilities, so an assistant working on the site can ask the store and Google data a question and get the real numbers back, instead of guessing from a screenshot you pasted in. It’s read-only, so nothing can be changed through it, and it’s limited to people who can already view the reports.
Those queries can take a comparison period, so an assistant can ask how this month went against last month, or against the same month last year. Where the metrics query can’t produce a comparison, it says so rather than returning a zero.
Where the metrics query can’t get a figure, it returns none rather than a zero, and says why. Ad spend is the clearest case: where Analytics holds no ad cost, whether no account is linked or nothing was spent, you get no figure, not a confident zero.
Octoboard’s data lives on their platform, so an assistant working on a client’s site can’t reach it the same way. That isn’t a criticism of their design, it’s a consequence of it: reaching hosted data means somebody building and maintaining a connector to that vendor, where this arrives with WordPress. Octoboard does have its own ChatGPT-built reports, inside its platform.
Two limits. It needs a version of WordPress carrying the Abilities API, so an older site won’t see it. And it isn’t a chatbot: Squizzie isn’t answering questions, it’s making its numbers available to something that does.
When Octoboard Is Your Answer
You report to more than a couple of clients. This is the clearest one on the page. Squizzie has no cross-site view, because it lives inside a single WordPress install.
Your clients need more than their website reported on. Ads, social, SEO, email. Fifty-plus integrations is a different scope from four Google properties and a shop.
You want a portal with your name on it. White labelling a client-facing system is worth real money to an agency and we don’t do it.
You want it live on a screen. Real-time dashboards for a team room are a category we’re not in.
Some clients aren’t on WordPress. Squizzie is a WordPress plugin. That decides it on its own.
Who Should Choose What
Octoboard is likely the better fit if you:
- Report to several clients and need them in one place.
- Need ad, social and SEO data alongside the store data.
- Want a white-label portal clients log into.
- Want real-time dashboards for a team.
- Look after sites that aren’t all WordPress.
Squizzie is likely the better fit if you:
- Want to hand a client a site that reports on itself, and keeps doing it after the engagement ends.
- Would rather the client’s reports came from the client’s own site, in the client’s own brand.
- Want the store’s numbers read straight from its database rather than through an API.
- Need Google data and store data in one report, over the same dates.
- Would rather a yearly licence than four sliders that move with your clients’ growth.
- Don’t want to hold API credentials for every store you look after.
Running Both
These sit at different levels rather than competing, so running both is coherent.
Octoboard is your reporting, across your client list. Squizzie is the client’s reporting, on their own site. One is how you show the work. The other is what you leave behind.
If you’re already on Octoboard, the question isn’t whether to switch. It’s whether the sites you build should be able to report on themselves once you’re not there, and whether you’d rather that be part of what you hand over than part of what you keep charging for.
Go Have a Look
Squizzie: see it at tracksies.com and in the docs at docs.tracksies.com. A WordPress plugin, licensed for 2, 5 or 20 sites, with each site’s reports kept in its own database.
Octoboard: hosted agency reporting with fifty-plus integrations, a white-label client portal, and a 14-day free trial with no card needed.
