Simplify client reporting with customizable templates that organize key metrics into clear, professional reports. Tailor each report to your client’s goals, keeping insights relevant and easy to understand—no unnecessary data or extra work.
With automated data updates and flexible formatting, your agency delivers consistent reporting that supports smarter decisions, stronger strategies, and better long-term client relationships.
Bring all your clients’ marketing data together with 80 platform integrations—no more switching between tools. Use customizable widgets, drag-and-drop reporting, and white label branding to build professional, client-ready reports in minutes.
With live data automatically pulled into your dashboards and reports, you spend less time updating and more time delivering insights that matter. Add comments, tell the story behind the numbers, and give every client the personalized reporting experience they expect.
This marketing report template is designed with clarity in mind. Your clients don't need a degree in data science to comprehend it. They will see their marketing progress at a glance, regardless of their technical know-how. Customize the individual marketing report templates to match your client's exact needs, and then quickly clone them when onboarding new clients.
Still have questions about how to create and use automated Marketing Report Templates? Don’t worry, we’ve got you covered.
Free 14-day trial. No credit card required.
Create custom marketing goals to track what matters most to each client—whether it’s increasing traffic, boosting conversions, or improving campaign ROI. Use annotations to highlight key wins and provide context, turning raw data into a clear, client-friendly story of progress and success.
Strengthen client relationships by connecting every report to real business outcomes, making your agency’s impact on growth and performance impossible to miss.
Spend less time jumping between platforms and more time showing clients the bigger picture. With AI-powered reporting, quickly surface key insights across channels—whether it’s SEO, PPC, social media, or email marketing.
Ask AI turns complex, multi-channel data into clear, client-ready takeaways. From campaign highlights to performance trends, AI Summary delivers high-level overviews in seconds, helping your team stay focused and your clients stay confident in your agency’s strategy.
With automated report scheduling, your client reports are built, branded, and delivered on time—without the manual work. Set the schedule once, and every report goes out automatically with the latest data and your agency’s branding front and center.
No missed deadlines, no last-minute scrambles—just consistent, professional reports that keep clients informed and your team focused on driving results.
Make your client-facing dashboards work for you. Set up a login for your clients so they can access their live marketing stats when they want.
Manage your entire agency with unlimited client accounts–at no extra cost–and the option to choose exactly what you want to share with each one. Streamline your everyday workflows and upgrade your marketing team’s productivity with AgencyAnalytics.
Automatically including the most critical marketing metrics from over 80 different sources in a professional white label reporting platform.
Pull in key analytics from Google Analytics, Google Ads, Facebook, LinkedIn, SEO, and more to give clients a complete picture of their marketing success. Customize each report template or digital marketing dashboard and then clone them to streamline client onboarding, helping your agency grow even faster.