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FeaturesCustom Comments

Enhance Reports with Custom Comments & Annotations

Add personalized insights directly into your reports and dashboards to tell the full story behind the metrics. With custom comments and annotations, you give clients valuable context, highlight key wins, and address concerns proactively—building stronger trust and reducing back-and-forth questions.
Easily Add Custom Commentary to Marketing Reports

It’s Never Been Easier To Deliver Reports That Feel Tailor-Made for Every Client Relationship

Transparently displaying how your marketing agency is progressing clients toward their business goals is a sure-fire way to make them want to stick around. Clearly highlight important wins, and leverage widgets to display it all in your automated marketing reports and custom dashboards.

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.

GIVE CLIENTS A PERSONALIZED EXPERIENCE

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.

Personalize your client marketing reports with detailed messaging and action items within AgencyAnalytics
Showcase Your Prowess

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.

An example of the customizable textbox overview in an AgencyAnalytics client marketing report
ADD INLINE ANNOTATIONS & COMMENTARY

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. 

How digital marketing agencies can add context to their clients' marketing data with AgencyAnalytics
PROVIDE CLIENTS WITH PERSONALIZED INSIGHTS

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.

Marketing goals AgencyAnalytics

Add expert insights with just a few clicks. Build trust and prove your agency’s value.

Try these client reporting features for marketing agencies
Bryce MacCabe Entrata

Bryce MacCabe, Director of Digital Marketing Services

Entrata

AgencyAnalyticspresentsasignificantupgradetoourprevioussolution.Thenewreportingismuchmorepowerfulandprovidesdetailedandtailoredinsightstohelpusmakebetterdecisionsinformedbydata.

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.

An example of the client report template in the AgencyAnaytlics platform

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

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.

white labelled google sheets reports and dashboards
Calum Maxwell Managing Director Optimise Online Headshot

Calum Maxwell, Managing Director

Optimise Online

IhighlyrecommendAgencyAnalyticstoanymarketingagencylookingforareliableandeffectivereportingsolution.Ithashelpedusbecomemoreefficient,transparent,andtrustworthywithourclients,whichhasbeeninvaluabletoourbusinessgrowth.

More Features

Automated Reports

Cross-Client Reporting

Combine data, tables, and graphs from multiple clients in a single report.
White Label Dashboard

Automated Reports

Automate reporting to save time, track performance, and deliver polished reports in minutes.
Client Staff Access

Custom Marketing Dashboards

Centralize metrics from over 80 data sources and visualize campaign performance.
Connect Your Data

SEO Tools

Automate SEO reporting to track rankings, monitor backlinks, and focus more on optimization.
AI-Powered

Client Portals

Strengthen client relationships and simplify reporting with customizable client portals.
Goal & Budget Tracking

Mobile Interface

Give clients on-the-go access to reports with a mobile-friendly, branded interface.

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