IntegrationsConvertKit

ConvertKit Reporting Integration

You’ve got creative clients. You need a creative solution to monitor and share their ConvertKit subscriber, broadcast, and sequence data in real time alongside your agency’s other key data channels.

ConvertKit Reporting Dashboard Template Example

Bring ConvertKit data into focus

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

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Highlight Subscriber Growth

Keep tabs on the growth, segmentation, and quality of your client’s contacts over time

Track Email Broadcasts

Optimize emails based on what’s working to drive higher open and click rates

Manage Sequences

Drive engagement and conversions by honing your clients’ email sequences with real-time data

Monitor the Key Metrics

Give clients a clear picture of how your marketing efforts are helping them hit their goals

KEEP YOUR BRANDING CONSISTENT

White Labeled Dashboards & Reports

Use your agency’s colors and logo—or your client’s—to deliver custom marketing dashboards and reports that track your client’s performance.

Convey a consistently professional look and feel at scale. On select plans, host dashboards on a custom domain and create multiple white-label profiles for different client-facing brands.

Create professional marketing reports in minutes instead of hours.

Explore the Marketing Report Template

Explore the Marketing Report Template

Metrics Explorer

Explore All Available ConvertKit Metrics

Add any of these metrics to your client reports and marketing dashboards with ease

Avg Click Rate
Avg Open Rate
Avg Recipients
Avg Total Clicks
Avg Unsubscribes
Count
Date
Sum Total Clicks
Total Recipients
Total Unsubscribes

ConvertKit Automated Subscriber and Broadcast Reporting Screenshot

Adding Annotations to Improve Data Storytelling

PROVE YOUR AGENCY’S VALUE AGAIN AND AGAIN

Automated Subscriber and Broadcast Reporting

Send clean, beautifully branded reports to your clients that show how their community is growing in real time and over time. Start with a free template and easily add key ConvertKit metrics, including subscribers, open rates, click rates, and more. Say goodbye to time-consuming manual reporting for good.

DRIVE PERFORMANCE WITH ON-DEMAND DATA

Clear Email Marketing Insights

Monitor and manage the performance of your client’s broadcasts with clear data visualizations. See what’s driving their audience expansion by monitoring which forms and tags are driving the highest growth. And pull insights into reports in minutes to keep your clients informed.

ADD CLARITY WHERE IT MATTERS

Data Storytelling Made Simple

Keep your clients in the know and your team on track by adding annotations and goals to your client’s line charts and date-based column charts. Point out changes in the data and highlight big wins to make it easy for everyone to share in the growth and success.

Ruben Roel, President & Founder

Investigator Marketing

AgencyAnalyticshassavedustime,allowedustogrow,andhelpedmoveourteamawayfromconstantreportingmodeandintoaccountexecutiveandrelationship-buildingmode.

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Combine ConvertKit metrics with data from across accounts, campaigns, or channels in one centralized dashboard. Compare performance trends, spot growth opportunities, and scale smarter—without switching platforms.

One view. Smarter strategy. Stronger results.

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Example of Available Marketing Integrations

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

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Let AI handle the heavy lifting. From audience drop-offs to content performance shifts, automated summaries instantly highlight what matters—so you can respond faster and advise smarter.

Insights delivered in seconds. Strategy that stays ahead.

Discover AI Reporting Tools

Unlock powerful AI insights for real-time marketing decisions. AgencyAnalytics' AI reporting tools instantly elevate your client dashboards and reports.

Graham Lumley

Blackhawk Digital Marketing

We’vetriedseveralreportingplatformsformarketingagencies,andAgencyAnalyticsis,withoutadoubt,thebestwe’vefound.

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FAQs About ConvertKit Reporting for Marketing Agencies

Efficient and transparent reporting keeps clients informed and engaged. These FAQs cover how to visualize email performance, automate delivery, reinforce brand consistency, and scale email insights across your client base.

Creating a custom ConvertKit dashboard is easy with AgencyAnalytics. Begin with the ConvertKit dashboard template or build one to match your client’s priorities using drag-and-drop widgets. Track subscriber growth, email open and click rates, and sequence engagement. Clarify raw metrics with data visualization software so trends stand out at a glance.

Yes. AgencyAnalytics integrates ConvertKit data into scheduled report delivery processes, eliminating manual exports or repeated builds. This automation ensures clients always receive clear, insightful email performance updates—without consuming agency hours.

Track subscriber growth and segmentation, broadcast performance (open rate, click rate, total clicks, unsubscribes), and sequence engagement metrics. These show list health, content effectiveness, and audience engagement—key indicators that email efforts drive client results.

Leverage white label client reporting to embed agency branding—including logos, colors, and layouts—across dashboards and emailed reports. This consistent presentation reinforces your agency’s professionalism and contributes to client trust.

Large agencies assign each client a dedicated dashboard to monitor email performance. From there, teams maintain centralized visibility across all dashboards, enabling quick identification of client activity trends. This approach removes duplicate setups and keeps attention on retention and service delivery.

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