client reporting dashboard for agencies: monthly KPI report
Put in one client's numbers for this month and last month: 9 KPIs with month-over-month change, goal pacing, the extra spend line and a written client summary, on screen.
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- Need more? The full version adds what is listed under "What you get".
What you get: Full version · $44 per month →
Example (made-up): Harbor Dental, a client of the Brightline Digital agency, spent $4,200.00 on ads in October 2026 and got 81 leads. Cost per lead rose from $36.36 to $51.85, so $1,254.55 of the month's spend was lost to the higher cost per lead. The report below finds that number and writes the sentence your client reads.
One flat price, not per client. Per-client billing is the complaint agencies repeat: AgencyAnalytics Core is $20 per client per month, billed annually (pricing page read 2026-11-04), so 12 clients = 12 × $20 = $240 a month. Here Pro keeps every client you have on one price, and the first screen is already a finished report, not a setup wizard.
October 2026 report: Harbor Dental
| KPI | This month | Last month | Change |
|---|---|---|---|
| Ad spend | $4,200.00 | $4,000.00 | +5.0% |
| Leads | 81 | 110 | -26.4% |
| Cost per click | $1.43 | $1.30 | +10.0% |
| Conversion rate | 2.76% | 3.57% | -22.9% |
| Cost per lead | $51.85 | $36.36 | +42.6% |
| Revenue | $24,300.00 | $30,800.00 | -21.1% |
| Return on ad spend | 5.79 | 7.70 | -24.9% |
| Leads vs goal | 81 of 100, 81% | ||
| Extra spend vs last month | $1,254.55 | ||
| Organic sessions | 5,120 | 4,870 | +5.1% |
| Google reviews | 214 | 198 | +8.1% |
- Cost per lead up 42.6%: $1,254.55 spent above last month's cost per lead.
- Below the leads goal: 81%.
Summary for the client
October 2026 report for Harbor Dental. We spent $4,200.00 (+5.0% vs September 2026) and got 81 leads (-26.4%), 81% of the 100-lead goal. Cost per lead rose to $51.85 from $36.36 (+42.6%): at last month's cost per lead, these 81 leads would have cost $2,945.45, so $1,254.55 of this month's spend went on the higher cost. Revenue was $24,300.00 (-21.1%), a return on ad spend of 5.79 (was 7.70). The main driver: fewer clicks turned into leads (conversion rate 2.76%, was 3.57%). Organic sessions: 5,120 (+5.1%). Google reviews: 214 (+8.1%). Next month: [your plan in one line].
Pro, $44 per month: client book for every client (no per-client fee) with month-by-month history · "start next month" carries this month into last month · 12-month cost-per-lead trend · white-label print / PDF report with your agency name · portfolio view sorted by the worst change · CSV export · .ics report-day reminders · backup and import.
Get Pro - $44 per monthPro: every client, every month, a report you can send
Portfolio: latest month per client, worst cost change first
| Client | Month | Cost per lead | Change | Extra spend | Goal | Trend |
|---|
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Questions
What does this client reporting dashboard work out?
From 15 inputs, 12 of them numbers (spend, clicks, leads or sales and revenue for this month and last month, plus a goal), it shows 9 KPIs: ad spend, leads, cost per click, conversion rate, cost per lead, revenue, return on ad spend, leads vs goal and the extra spend vs last month's cost per lead, each with its change, and writes a summary paragraph for the client.
What is "extra spend vs last month"?
This month's spend minus what the same leads would have cost at last month's cost per lead. Harbor Dental: 81 leads × $36.36 = $2,945.45 at the old cost, $4,200.00 spent, so $1,254.55 went on the higher cost. If cost per lead fell, it shows what you saved.
Does it connect to Google Ads or GA4?
No. You type or paste the monthly totals from any export (Google Ads, Meta, GA4, Search Console, a CRM). That is why there are no connector fees and nothing to log in to. Extra metrics go in as "metric, this month, last month" lines.
What is free and what is Pro?
Free: one client and one month, the whole report on screen, summary copy included. Pro, $44 per month: client book for every client, month history, start next month, 12-month trend, white-label print / PDF report, portfolio view, CSV export, .ics reminders, backup and import.
Where is my data?
Only in this browser (localStorage). Nothing is sent to us. Pro adds a backup file so you can move the client book to another computer.
A reporting and calculation tool for your own client numbers. Example agency, client and numbers are made up.