Enhance Reports with Custom Comments & Annotations
It’s Never Been Easier To Deliver Reports That Feel Tailor-Made for Every Client Relationship
Build Client Trust
Give clients clear insights with personalized commentary that builds stronger relationships.
Save Account Time
Reduce back-and-forth by adding proactive explanations directly inside client reports.
Showcase Strategy
Highlight the why behind your results to position your agency as strategic experts.
Deliver Premium Reports
Differentiate your agency with tailored, client-first reporting that stands out.
Personalize Your Marketing Reports
Use custom comments to explain to your client the significance of different KPIs. Additionally, include your own insights for each marketing campaign. The easy-to-use WYSIWYG editor allows you to add your own explanations inside each marketing report or dashboard.
Bring Your Expertise Front and Center
Data alone doesn’t drive client success—your insights do. With the custom textbox widget, easily add expert commentary, visual highlights, and important context to your dashboards and reports. Whether it’s sharing strategic recommendations, identifying next steps, or calling out key wins, custom textboxes help you turn static data into a story your clients will actually act on.
Add Context to Your Data
In addition to custom comments, add context to your date-based charts with annotations. Including thresholds and annotations to your charts is a great way to indicate performance targets you want to hit or point out key changes to your clients.
Tell A Story With Your Clients’ Data
Storytelling around client data is an essential part of effective client reporting. Adding context with annotations and goals gives you the opportunity to personalize each custom dashboard and marketing report with your expert insights and recommendations. Highlight important campaign changes, set performance thresholds, and keep clients up-to-date with your progress.
Add expert insights with just a few clicks. Build trust and prove your agency’s value.
Bryce MacCabe, Director of Digital Marketing Services
Entrata
Save Hours with Ready-to-Go Dashboards and Report Templates
Skip the manual setup and automate your client reporting with dozens of professionally designed templates. Easily customize dashboards and reports to fit each client’s strategy, then turn live marketing data into polished, client-ready reports in just a few clicks—saving your agency hours every month.
Centralize Your Stack with 80+ Platform Integrations
Connect all your clients’ marketing data in one place with 80+ integrations. From ad platforms like Google Ads and Facebook Ads to CRM and SEO tools like HighLevel and Google Search Console—monitor performance, uncover insights, and automate reporting across the full marketing funnel without ever switching tabs.
Customize Dashboards & Reports with Simple Drag-and-Drop Editing
Easily build dashboards and client reports that highlight what matters most. With a flexible drag-and-drop editor, your team quickly surfaces key metrics, visualizes performance, and tailors every report to fit each client’s strategy. Whether you’re showcasing wins or surfacing areas for improvement, it’s never been easier to create reports that look polished and prove your agency’s value, without the manual work.
Deliver Fully White-Labeled Reports That Feel 100% Yours
Strengthen your agency’s brand with white-labeled dashboards and reports that look like they were built in-house. Add your logo, colors, domain, and custom touches to deliver a seamless client experience—without revealing the platform behind it. From automated emails to live dashboards, everything stays on-brand, helping your agency build trust, look more professional, and stay top of mind with clients.
Track Goals & Milestones That Matter to Each Client
Set custom goals to give clients a clear view of progress over time. Whether you're tracking monthly leads, ROAS targets, or campaign launches, you can easily align reporting with each client’s specific objectives. Highlight key wins, flag major updates, and keep everyone focused on what’s working. It’s a smarter way to keep clients informed, build transparency, and prove the impact your agency is delivering—month after month.
Calum Maxwell, Managing Director
Optimise Online
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