How do you create a custom Kit dashboard?

Creating a custom Kit dashboard is easy with AgencyAnalytics. Begin with the Kit 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.

Can Kit reporting be automated?

Yes. AgencyAnalytics integrates Kit 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.

Which metrics should agencies track in Kit reporting?

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.

How do you white label Kit reports?

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.

How do large agencies report on Kit metrics across multiple clients?

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.

IntegrationsKit

Kit Reporting Integration

Item: AgencyAnalytics
Rating: 5
Author: Graham Lumley

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

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ConvertKit Reporting Dashboard Template Example

Bring Kit data into focus

Transform complex Kit 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 Kit 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

An example of adding annotations into marketing reports 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 Kit 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.

Combine Kit 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.

Browse Integrations

Showcase your agency’s expertise with custom-branded dashboards and reports. Add your logo, use your domain, and deliver client-ready insights that look as polished as your strategy.

You lead the campaigns—make sure your reporting shows it.

See White Label Options

Transform complex marketing metrics into visual dashboards that your clients can easily understand. Skip the spreadsheets and clunky BI reports—provide insights that spark smarter conversations and better decisions.

When the story is clear, your agency's value is undeniable.

Visualize Client Success

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

Give clients a secure, branded space to track campaign results, review shared tasks, and stay in the loop—without constant check-ins or inbox clutter.

More transparency. Smoother communication. Stronger relationships.

Offer Custom Client Portals

Stop spending hours on manual reports. Automated Kit reporting helps your team focus on what matters—client strategy, campaign optimization, and growth.

Less admin. More impact. That’s how agencies scale.

Create Custom Marketing Dashboards

An example showing how to unlock powerful AI insights for real-time marketing decisions using AgencyAnalytics' AI reporting tools

FAQs About Kit 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 Kit dashboard is easy with AgencyAnalytics. Begin with the Kit 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 Kit 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.