Stop screenshotting dashboards. Start shipping client insight.
Commentary-rich client reports — with what changed, why, and what to check next — delivered on cadence. Your account managers review and add judgment, not rebuild from scratch.
Client reporting is eating your team's time
Your week, before and after
- Account managers screenshot dashboards every Monday.
- Client reports are charts with no explanation.
- Quiet weeks become churn risk at renewal.
- Every new client adds another reporting slot to someone's calendar.
- ✓Reports draft themselves from connected platforms.
- ✓Commentary explains what changed and what it means.
- ✓Every client gets an update on cadence — no gaps.
- ✓New clients add a workspace, not hours of work.
Client reports with commentary, not just charts
AI-drafted commentary per client
Each client report includes narrative on what changed across their platforms — not generic summaries, but commentary specific to their data and their goals.
Cross-platform data in one report
Google Ads, Meta, Analytics, Shopify, CRM — pulled together for each client. No more logging into five tools per client per week.
Scheduled cadence per client
Weekly, biweekly, monthly — set it per client. Reports go out whether or not someone remembered to build them.
Deliver to Slack, email, or docs
Use Slack Connect to drop reports in a shared channel. Send via email. Export to docs. Meet clients wherever they prefer.
Isolated client workspaces
Each client's data, sources, and reports are isolated in their own workspace. Switch between clients in seconds.
Built for teams, not individuals
Multiple team members can review, edit, and approve client reports before they go out. Roles and permissions per client.
What a client report includes
Performance summary
Top-line metrics across all connected platforms with WoW and MoM deltas. Traffic, spend, revenue, ROAS, CPA — whatever matters for this client.
What changed this period
AI-drafted narrative on movements. "Meta CPM up 11% due to increased auction competition. Google conversion rate holding steady. Shopify AOV up 4%."
What to watch
Flags and anomalies surfaced automatically. Budget pacing, conversion drops, cost spikes — things worth discussing on the next call.
Recommended actions
Suggested areas to investigate or optimize. Framed as recommendations, not autonomous actions — your team decides what to act on.
Frequently asked questions
Can I brand the reports for my agency?
Reports can be delivered through your agency's channels (your Slack Connect, your email domain) so clients associate the insight with your team.
What if each client uses different tools?
Each client workspace connects to its own set of data sources. Client A might use Shopify + Meta, Client B might use HubSpot + Google Ads. The report pulls from whatever is connected.
Can clients see the reports themselves?
Yes — via Slack Connect, email, or shared links. Clients see the finished report with commentary, not the raw platform behind it.
How much time does this actually save?
Teams typically go from 1-2 hours per client per week to 10-15 minutes of review and editing per client. The data pull and first draft of commentary are automated.
Is this different from the agency reporting page?
The agency page covers the full agency use case including multi-client management and pricing. This page focuses specifically on the client reporting workflow — how reports get built, delivered, and improved over time.
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