Solution
Client reporting
Reports for every client, built from the data the ad and analytics platforms already have. The team stops copying numbers into slides and spends that time explaining what the numbers mean.
What's included
- 01
Data pulled from the platforms
Results come straight from the ad, analytics and social platforms each client uses, without exporting files.
- 02
One template per client
Each client gets the report format, metrics and goals agreed with them, reused every month.
- 03
Comments from the account team
Account managers add the context and recommendations that turn a table of numbers into a report.
- 04
Every client in one dashboard
See the state of every account side by side, with the reports pending, in review and sent.
- 05
Scheduled delivery
Reports are prepared on the date agreed with each client and sent or published in the client portal.
- 06
Alerts when results change
When a campaign drops or spends faster than planned, the team hears about it before the client does.
How it works
- 01
Connect the platforms
Link each client's ad, analytics and social accounts once.
- 02
Set up the template
Choose the metrics, goals and format agreed with each client.
- 03
Review and comment
The account team reviews the data already in place and adds the analysis.
- 04
Deliver on time
The report goes out on schedule, by email or through the client portal.
Who it's for
Performance agencies
Agencies running paid media for many clients, where reporting takes days every month.
Full-service agencies
Agencies that report on several channels per client and need one consistent format.
In-house marketing teams
Teams that report results to management and other areas of the company.
What you gain
- Less time copying numbers into slides
- Reports delivered on the date agreed with each client
- The same numbers for the team and the client
- More time for analysis and recommendations
Starting investment
From $5,000
Projects start at $5,000–8,000 and scale based on the number of clients, integrations and scope.
Final scope and investment depend on your agency, integrations and requirements.
What shapes the investment
- 01Number of clients and accounts
- 02Integrations with your tools
- 03Users, offices and countries
- 04Scope and modules
Free audit
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