How do you create a custom Basis Platform dashboard?

Creating a custom Basis Platform dashboard is easy with AgencyAnalytics. Start with the Basis Platform campaign performance template or build from scratch using drag-and-drop widgets. Include key metrics like clicks, conversions, spend, CTR, CPC, and conversion cost. Use data visualization software to transform raw numbers into clear trend visuals, then layer in AI insights for quick interpretation.

Can Basis Platform reporting be automated?

Absolutely. AgencyAnalytics integrates Basis Platform data into scheduled report delivery, so reports arrive automatically. That eliminates repetitive exports and frees up teams to focus on refining campaign performance and scaling media success.

How do you white label Basis Platform reports?

With white label client reporting, agencies add logos, brand colors, custom layouts, and domains—so every dashboard and report projects agency professionalism and reinforces client trust on every touchpoint.

How do large agencies report on Basis Platform metrics across multiple clients?

Agencies set up individual dashboards for each client, then share access through client portals. Centralized access keeps reporting streamlined and scalable, enabling teams to focus on optimizing media campaigns rather than juggling report logistics.

Which metrics should agencies track in Basis Platform reporting?

Agencies should focus on core campaign metrics like Total Spend, CPC, Clicks, Impressions, CTR, Conversions, CPA, and Viewable Impressions. These metrics offer visibility into budget pacing, audience engagement, and performance outcomes—key insights needed to optimize programmatic campaigns at scale.

IntegrationsBasis Platform

Basis Platform Reporting Tool

Item: AgencyAnalytics
Rating: 5
Author: Brendan Chard

Showcase important Basis Platform data with beautiful, intuitive dashboards and reports.

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A screenshot of the Basis Platform integration on AgencyAnalytics

Bring Basis Platform data into focus

Transform complex metrics into clear, client-friendly reports that reveal what’s working and where to improve.

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Detailed Campaign Breakdown

View your campaigns by Engagement, Spend, Conversion, and Performance Metrics

Fully Automated Reports

Schedule reports to send at a cadence that suits both you and your clients

White-Label Dashboards

Upload logos, colors, and branding to your reports for immersive reports

24/7 Client Access

Give your clients easy login access so they can access data when they need it

Break Down Your Data

Granular Campaign Metrics

Break your clients' Basis Platform campaigns down by detailed metrics across four different categories: Conversions, Engagement, Performance, and Spend. Get a granular picture of how your campaigns are working and make informed decisions based on the data.

Easily combine this data with metrics from over 85 marketing platform integrations to create comprehensive client reports in minutes.

Explore the Meta Ads Report Template

Explore the Meta Ads Report Template

Metrics Explorer

Explore All Available Centro Basis Metrics

See all the metrics you can easily add to your client reports and marketing dashboards

Ad Serving Spend
Clicks
CPA Click Conversions
CPA Total Conversions
CPA View Conversions
CTR
Data Spend
Date
Delivery Spend Pct
Ecpa
Ecpc
Ecpcv
Ecpm
Ecpv
Ecpvi
Eligible Impressions
Impressions
Interactions
Inventory Spend
Measurable Impressions
Media Spend
Pacing Pct Spend
Pacing Pct Units
Projected Balance
Target Spend
Target Units
To Kpi Goal Pct
Total Click Conversions
Total Conversions
Total Spend
Total Unspent
Total View Conversions
Video Completions
Video Starts
Viewable Impressions

provide client access to reports and dashboard

Highlight Your KPIS

Beautiful Data Visualizations

Informative, easy-to-understand charts and graphs designed by UX professionals. Engage clients at a deeper level with eye-catching displays that highlight the most crucial KPIs.

Data On Demand

24/7 Client Dashboard Login

When your clients need fresh data for a pitch or presentation, or perhaps they're simply burning the midnight oil, give them a way to access their Basis Platform data right when they need it. 24/7 client dashboard access means they don't have to wait.

A More Professional Experience

White Labeled Basis Platform Reports

Add your agency name, upload your logo and customize each report to enhance your presentation. Customized reporting options that meet your brand's high standards. Advanced options for larger agencies with a setup simple enough for one-person marketing shops.

Connect Basis campaign performance with all your other marketing data—ad spend, conversions, CRM metrics, and more. With 85+ integrations, AgencyAnalytics brings it all together in one intuitive dashboard.

No silos. No tab-hopping. Just complete visibility.

Browse Integrations

Bring disconnected performance data into one visual dashboard that turns media complexity into clarity. Skip spreadsheets and BI tools—deliver insights clients can follow, trust, and act on.

When your data makes sense, your strategy shines.

Visualize Client Success

No more digging through dashboards or complex reports. AI tools instantly surface campaign trends, pacing shifts, and performance gaps—so you can act faster and advise smarter.

Spend less time hunting data. More time proving leadership.

Discover AI Reporting Tools

Example of Available Marketing Integrations

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

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Strengthen client relationships and streamline account management with a secure, branded portal. Give clients access to Basis campaign data, updates, and shared tasks—all in one place.

It’s not just reporting—it’s your agency’s command center.

Offer Custom Client Portals

Monitor every client’s key metrics from one dashboard. With automated updates and built-in trend analysis, it’s easy to identify underperformance, act fast, and save time on reporting.

One view. Smarter insights. Scalable decision-making.

See the Bigger Picture

Automated Basis reporting eliminates repetitive tasks—freeing your team to focus on campaign strategy, budget optimization, and client growth. Deliver polished, branded dashboards with zero manual lift.

Less time building reports. More time scaling success.

Create Custom Marketing Dashboards

An example of a marketing agency client portal

FAQs About Basis Platform Reporting for Marketing Agencies

Media campaigns demand precision and speed. These answers show how agencies uncover performance insights, brand reporting, automate delivery, and scale Basis Platform dashboards across clients.

Creating a custom Basis Platform dashboard is easy with AgencyAnalytics. Start with the Basis Platform campaign performance template or build from scratch using drag-and-drop widgets. Include key metrics like clicks, conversions, spend, CTR, CPC, and conversion cost. Use data visualization software to transform raw numbers into clear trend visuals, then layer in AI insights for quick interpretation.
Absolutely. AgencyAnalytics integrates Basis Platform data into scheduled report delivery, so reports arrive automatically. That eliminates repetitive exports and frees up teams to focus on refining campaign performance and scaling media success.
With white label client reporting, agencies add logos, brand colors, custom layouts, and domains—so every dashboard and report projects agency professionalism and reinforces client trust on every touchpoint.
Agencies set up individual dashboards for each client, then share access through client portals. Centralized access keeps reporting streamlined and scalable, enabling teams to focus on optimizing media campaigns rather than juggling report logistics.
Agencies should focus on core campaign metrics like Total Spend, CPC, Clicks, Impressions, CTR, Conversions, CPA, and Viewable Impressions. These metrics offer visibility into budget pacing, audience engagement, and performance outcomes—key insights needed to optimize programmatic campaigns at scale.