AGENCY REPORTING
Automated client reporting for marketing agencies
Bring GA4, campaign and lead data into a branded Power BI dashboard so your team spends less time assembling monthly client reports.
Sample monthly client report
Illustrative figures using synthetic data.
| Channel | Spend | Qualified leads | Cost per qualified lead |
|---|---|---|---|
| Paid search | £1,200 | 30 | £40 |
| Paid social | £800 | 10 | £80 |
In this example, paid search generated more qualified leads at £40 each versus £80 for paid social. Before moving budget, check whether lead quality and sales outcomes tell the same story.
What you get
- Reporting audit. Review one existing client report, define KPIs and identify data gaps.
- Fixed-scope setup. One branded Power BI dashboard for one client, up to three agreed sources, a monthly summary template and handover.
- Managed reporting. Optional monthly refresh monitoring, summaries and an agreed allowance for changes.
We confirm access, licensing and refresh options before quoting. Extra accounts, custom connectors and historical backfills are scoped separately.
Request a reporting audit