Agency marketing reporting
See every client’s marketing in one place
Organize paid media, web analytics, SEO, email, SMS and social by client in one reporting workspace. Sign in to open your Reports Hub, or explore how the reporting suite is structured.
Marketing reporting
The Reports workspace in AI Marketing Dashboard organizes each client’s paid media, web analytics, SEO, email, SMS and social results in one dashboard. Teams can review channel summaries side by side, move from overview cards into detailed breakdowns and use a consistent structure for client conversations.
Review Google Ads, Meta Ads, LinkedIn Ads, Microsoft Advertising and X Ads in a shared paid-media report with space for spend, ROAS, cost per acquisition and conversions. The report structure moves from account to campaign, ad group, keyword and asset, helping teams explain where results came from.
Because every ad platform reports a little differently, the dashboard presents impressions, clicks, cost, conversions and revenue in a consistent view per client. That organization makes channel reviews easier to follow and gives teams a repeatable format for client conversations.
Review Google Analytics 4 and Google Search Console results in adjacent sections, with sessions, engaged sessions, conversions and attribution alongside organic clicks, impressions, average position and click-through rate by query and landing page.
Seeing acquisition and on-site behavior together helps teams build a clearer story about which channels bring visitors, which keywords rank and where engaged traffic converts. It gives client reviews more context than isolated channel screenshots.
Review SEO audit findings such as crawl errors, indexability problems, broken links and prioritized on-page fixes alongside a site-health summary. Core Web Vitals, including Largest Contentful Paint, Cumulative Layout Shift and interaction latency, sit next to organic-performance views for a more complete review.
Search visibility moves slowly, which is precisely why it needs consistent reporting. A trend line a client can read at a glance makes the case for the SEO retainer far better than a one-off screenshot ever could.
Review email and SMS reporting in one lifecycle section — Klaviyo and Mailchimp each get their own report — including opens, clicks, deliverability, unsubscribes and revenue by campaign or flow. SMS delivery, click-through and opt-out rates sit beside email so the channel story reads as one picture.
Lifecycle marketing is where retained clients see compounding return, and it is also the hardest channel to summarize. Per-campaign and per-flow attribution makes that value obvious — without exporting a single spreadsheet.
Every report is scoped to a single client, so you switch subaccounts and the entire dashboard — paid, analytics, SEO, lifecycle and social — refreshes to that account. No cross-client leakage, no manual filtering and no chance of sending the wrong numbers to the wrong client.
Brand the workspace as your own and give clients a clean, professional reporting experience that reflects your agency, not a third-party tool. Reporting stops being the monthly chore nobody wants and becomes a reason clients stay.
Use the same report organization across clients so campaign, session, send and ranking summaries appear in familiar places. A repeatable layout reduces the time spent rebuilding the presentation layer for every review.
The workspace keeps channel previews and detailed report views together, giving account teams a consistent place to prepare for recurring client conversations. Data-source setup remains a separate step.
It is one workspace where a client's marketing channels are reported together instead of in a dozen separate platform logins. The Reports hub is a per-client catalogue grouped into paid advertising, web analytics and search, SEO and technical, lifecycle marketing, social and presence, and communications, and each entry opens its own report for whichever client is selected.
Paid advertising covers Google Ads, Meta Ads, LinkedIn Ads, Microsoft Advertising and X Ads. Analytics and SEO cover GA4, Search Console, Bing Webmaster Tools and Lighthouse site audits. Lifecycle covers Klaviyo and Mailchimp. Social and local presence cover the combined social report plus Facebook, Instagram, LinkedIn, X, YouTube and Google Business Profile, and Twilio covers voice calls.
Every report is scoped to a single client. The client switcher in the header sets the account, and the catalogue and every open report re-scope to it, so one account's figures are never mixed into another's. Switch client and the connection states, the headline metrics and the tables all follow the switch.
Yes. The console is white-label, so your logo, colours and typography are applied across the workspace and clients invited to the portal see your agency rather than a third-party tool. The report structure itself does not change, which is what makes the monthly conversation feel like your agency's process rather than a raw platform export.
No. Connecting a source is a separate setup step, taken channel by channel. The catalogue shows each report's state for the selected client, so an account with Google Ads linked but not Klaviyo shows one report ready and the other still waiting on setup. A report with nothing connected says so rather than inventing figures.
A deck is rebuilt from fresh exports every month and starts ageing the moment it is sent. A dashboard fixes the structure instead: the same tabs, date ranges and period comparison sit in the same place for every client, so an account manager spends the hour before a call reading the numbers rather than rebuilding a layout around them.
Social media reporting and local presence
Organic reach and Google Business Profile, tracked together
Report organic reach, engagement and follower growth across Facebook, Instagram, LinkedIn, X and YouTube — each with a dedicated report — then add Google Business Profile views, searches, calls and direction requests for clients who win locally. The combined social report sets the networks side by side, and the per-network reports go deeper on the metrics only that platform publishes.
Social and local search are often an agency's most under-reported work. Putting them on the same dashboard as paid and SEO shows the full, cross-channel effort behind a client's growth — and makes renewal an easy conversation.