Marketing Dashboards & Report Templates

AUTOMATE YOUR CLIENT REPORTING TODAY

Create Custom Marketing Reports in Minutes

Building custom marketing reports doesn't need to take all day. With dozens of prebuilt dashboard and report templates and a drag-and-drop editor, you start automating your client reporting in minutes.

STOP WASTING TIME SWITCHING BETWEEN PLATFORMS

Connect Your Client’s Marketing Data in One Place

Moving between SEO, PPC, social, call tracking, and similar channels to make sense of client data is tedious. Stop wasting time switching between platforms and spend more time growing your business. With fully automated reports and custom dashboards, you get everything you need to save time, retain clients, and scale your agency.

EXPEDITE YOUR ONBOARDING

Create a Quick & Consistent New Client Setup Process

If your agency uses a standard reporting format across all or most of your clients, it’s a waste of your time to re-create that whole setup from scratch each time you onboard a new client. Instead, use the prebuilt reports and dashboard templates your team uses again and again to pre-populate an entire campaign template. Set up and streamline every new client reporting process, every time. Make scaling a snap.

Pre-populate campaign templates with the dashboards and reports your agency uses consistently.

More Features

Discover our full suite of features.

Custom Comments

Add comments, provide explanations, and offer your expert recommendations. With custom comments, you give clients the personalized experience they’re looking for.

Report Approval

On the Agency plan or higher, get notified before reports go out for a final check and to ensure there are no surprises.

Cross-Campaign Reporting

Include client data, tables, and graphs from multiple campaigns in a single report to provide holistic visibility on client campaigns.

Annotations & Goals

Tell a story with your clients’ data and add insightful context to your charts by including annotations and goals.

Report Scheduling

Streamline your agency resources by scheduling clients reports to automatically reach clients on a daily, weekly, monthly, or quarterly basis.

Automated Reports

Tired of wasting billable hours manually creating client reports every month? Build automated marketing reports in minutes & speed up your agency's data-retrieval and reporting workflow.

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Campaign, Dashboard & Report Templates

Get your client metric monitoring up and running right away with dozens of prebuilt dashboard and report templates. Then streamline your new client setup process by using the dashboard and report templates your team loves to pre-populate entire client campaign templates.