Use cases

An agency client dashboard for every account you manage

Give clients a clear view of the work you deliver and the results you track. CustomerDashboard helps agencies and consultancies turn campaign and project data they already have into a report for each account. Create one layout, connect your data, and give each client a login.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

A shared reference for the account review, not another slide deck.

Bring campaign performance into one client view

Present spend, leads, conversions, and other results from the reporting data you prepare.

Show the work behind the numbers

Put completed deliverables and project milestones next to the performance metrics.

Make account reviews more useful

Clients can look at the same report before, during, and after the meeting.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect campaign and project data

    Link the source that already holds spend, results, and deliverables.

  2. 2

    Build the account view once

    One layout for every client, with your agency's branding.

  3. 3

    Invite each client

    Their login shows their account only.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Campaign spend

    What ran, and what it cost, for that account.

  • Leads and cost per lead

    The outcomes your reporting already records.

  • Conversions

    The results the client is paying you to produce.

  • Completed deliverables

    The work finished in the period, alongside the numbers.

Cross-channel and consultancy reportingThis page is for the account as a whole. Search-specific metrics live on the SEO client dashboard.

Questions

Do I need to create a separate dashboard for each client?

No. Reuse one layout and configure it so each signed-in client sees their own data.

Can this cover more than one channel?

Yes. If your reporting data includes several channels, the same dashboard can show them together for that client.

Related: SEO client dashboards ยท content partner reporting

Create your agency dashboard

Give clients a clear view of the work you deliver and the results you track.

14-day free trial. No credit card required.

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