Dashboard
A morning digest, a KPI strip with sparklines, the main chart, insights, pacing, what changed and spend by channel, all under one date range and comparison.
Client campaign reporting
Each client's ad accounts, social profiles, website and store data come together in one place, every night. You see what moved, build dashboards for your team and your clients and send branded reports that a person approves before they go out.
- Who uses it
- Performance, account and analytics teams at agencies and in-house marketers who report to a client or a board.
- What it replaces
- AgencyAnalytics, a Supermetrics-into-Looker-Studio pipeline or a monthly deck someone builds by hand.
How a team uses it
- 1Add a clientPick the client from your shared client list; its logo, colours and industry come with it.
- 2Connect their accountsConnect ad accounts, social profiles, Google Analytics 4 and Shopify yourself, or send the client a private link to connect their own.
- 3Data arrives every nightEvery connection syncs nightly with a year of history on the first sync, and anyone can press Sync for a fresher read.
- 4See what movedThe dashboard, the monitoring board, weekly insights and alerts point at what changed, and any finding can become a task.
- 5Report, held for approvalA scheduled report is built when it's due and waits for a person to read, edit and approve it before it sends.
- 6The client reads itYour client opens the report in a branded portal, as a PDF or as a dashboard shared by link.
Your daily view
Every client's numbers under one date range, with a comparison period you choose.
Monitoring board
One row per client with six key figures, their change and goal status. Filter by account manager or group; money stays in each client's own currency.
Campaigns down to the ad
Each campaign shows budget spent against flight elapsed, spend over time, conversions, cost per conversion and return on ad spend, with every ad under it by name, status and spend.
Campaigns per client
When one ad account serves several clients, choose which campaigns belong to each one. An account can be removed or moved to another Facebook Page.
Weekly insights
A daily check compares the last seven days with the seven before and flags large moves. Any insight can become a task for your team.
Alerts and rules
Scans for pacing problems, zero conversions, low click-through and drops, plus your own rules checked every hour. Alerts reach you in the app, by email or in Slack.
Analysis and forecasting
Website and store figures
Google Analytics 4 traffic and key events and Shopify orders, revenue and products sit beside the ad figures. Google Search Console queries are rolling out.
Social profiles and posts
Per-network profiles, a synced library of posts with CSV and PDF export, paid against organic and the public figures your team records for competitors.
Explore, funnels and attribution
Build your own views by measure and dimension, read funnels with their drop-off and compare five attribution models side by side, plus Google Analytics 4's own when it's connected.
Forecasts, goals and pacing
Forecasts for a campaign, a client or your whole portfolio, shown as a range with an accuracy score. Budgets and goals appear as pacing bars.
AI campaign analysis
Ask for an analysis of a campaign and get a score, named strengths and weaknesses and prioritised recommendations. It uses AI credits and runs only when you ask.
Audiences from orders and visits
Build customer lists from synced orders (product, campaign, discount, first or repeat purchase, lifetime value, lapsed), abandoned carts and site visits, then export a hashed file for Meta or Google.
Reports and dashboards
Scheduled reports with approvalClient sees
Pick the widgets, schedule weekly or monthly in the client's language, and a due report waits for a person to approve it. Versions are kept and can be restored.
DashboardsClient sees
Build a dashboard for one client or across clients from a template, a blank grid or a sentence describing what you want. Every figure is read from your synced data.
Share links and commentsClient sees
Share a dashboard by link with an optional password, an end date and the client's branding. Guests can comment on the dashboard or one block; your team can add notes guests never see.
Delivery status in reportsClient sees
With , a report can show the client's project milestones due, done, late and on pace. Hours, costs and fees never appear.
Reports on screenClient sees
Every sent report keeps its figures and opens in the app or the client portal, with a presentation mode for meetings.
Paid-media audits
An agent audits paid media across many clients at once, one row each, ranks the campaigns that need attention and creates tasks only after a person approves. Its credit cost shows before it runs.
Set-up and tracking
Account connections
Connect ad accounts on Meta (Facebook and Instagram), Google Ads, TikTok, LinkedIn, YouTube, Pinterest and X, plus social profiles, Google Analytics 4 and Shopify, each scoped to one client. Every connection only reads.
Your own data beside the ads
Map a Google Sheet or a read-only BigQuery query to a client, and its daily figures sit in dashboards and reports beside the ad accounts.
Client self-connect linkClient sees
Send the client a private link, valid for the days you choose, to connect their own accounts. You can revoke it at any time.
Tracking links
Build tagged links that follow each client's naming rules, one at a time or in bulk from a CSV, keep them in a searchable library and see what each link brought.
Campaigns from a brief
Set up campaigns from a brief: client, name, flight, budget per channel, objective and goals are filled in, and the synced campaign joins the plan when it arrives.
Imports and exports
Import campaign history from Meta, Google Ads and LinkedIn exports, and export any view to CSV.
What your client sees
- Client portal
- A branded page with no account needed, showing only that client's campaigns, sent reports, the dashboards you put there and their brand voice. Revoking it ends access at once.
- Dashboard share links
- A dashboard opened by link, with an optional password and end date, in the client's branding, showing the figures from the last refresh.
- Scheduled report emails
- Weekly or monthly emails in English, Spanish or the client's language, linking to the approved report.
- PDFs and CSV
- Report and social post PDFs in your agency's accent and the client's brand colours, plus CSV exports.
- Self-connect page
- A private page where the client connects their own accounts to your agency.
AI and people
Where AI helps
- Analysing a campaign with prioritised recommendations
- Writing on-demand insights and campaign forecasts
- Rewriting a held report's summary
- Laying out a dashboard from a sentence
- Filling in campaign set-up from a brief
- Auditing paid media across clients
What people decide
A person approves every report before it sends and makes every change in the ad accounts; never changes a budget, pauses a campaign or edits an ad.
Connects with
- Hub
Clients, account managers, industry, logos and brand colours come from the one shared client list and brand kit.
Campaigns are set up from an approved brief, and their results go back to inform the next brief.
Reports can cover a project's exact dates and show its delivery status, and findings become tasks for the team.
Campaign results become client knowledge your team can ask about later, with the source cited.
Each creative file shows the ad results it earned.
A client's AI visibility appears as a report widget and a dashboard block.
Questions teams ask
Try every product free for 14 days
Bring one real client and see it end to end, with no card.