Reporting & Dashboards · Marketing Agencies
Reporting & Dashboards for Marketing Agencies
Connect Power BI to your existing data sources and get live dashboards and automated reports so you always know where your business stands.
Why marketing agencies businesses choose this
Reporting & Dashboards built for marketing agencies
Marketing agencies juggle dozens of active client accounts where project status, campaign reporting, and contractor management all happen in different tools. Monthly performance reports require hours of manual data pulls from Google Ads, Meta, and analytics platforms, while contractor timesheets and scope changes pile up in email. Automating campaign reporting, project workflows, and contractor management on Microsoft 365 protects margins and keeps clients informed without the manual grind.
Cut monthly client report preparation from 4-6 hours to under 30 minutes
Get real-time project profitability by client instead of discovering margin erosion at invoicing
Automate contractor timesheet collection and approval to close billing gaps
How it works
What we actually build and deliver
We connect Power BI to your data sources — accounting software, CRM, spreadsheets, databases, or APIs — and build dashboards that update automatically. Each dashboard is designed around the questions your team actually asks: revenue, margins, pipeline, utilisation, or compliance. We set up scheduled email reports so stakeholders get the numbers without logging in. Your team gets a live, single source of truth instead of manually compiling reports each month.
The problem
What is slowing marketing agencies businesses down
Project status invisible until the client asks
Without a centralised project tracker, account managers answer status questions by chasing the team over Slack. Client calls happen without preparation.
Campaign performance reporting done manually every month
Pulling data from Google Ads, Meta, and analytics platforms into a client report is a manual process that takes hours and delays billing.
Contractor hours and invoicing tracked in disconnected spreadsheets
Contractor timesheets, purchase orders, and freelancer invoices land in email. By the time someone reconciles them, project margins are already wrong.
What we build
Reporting & Dashboards use cases for marketing agencies
Campaign performance dashboard (Google Ads, Meta, analytics)
Project profitability and margin tracking per client
Retainer utilisation and scope burn reporting
FAQ
Common questions
What data sources can you connect to?
Xero, MYOB, QuickBooks, Salesforce, HubSpot, SQL databases, SharePoint, Excel, Google Sheets, and any system with a REST API or data export.
How often does the data refresh?
Dashboards can refresh as frequently as every 15 minutes for Pro licences, or in near real-time with Premium. We configure the right cadence for your needs.
Can different teams see different dashboards?
Yes. We implement row-level security so each user only sees data relevant to their role, team, or region.
Can this connect to Google Ads, Meta, and analytics platforms?
Power BI and Power Automate have connectors for Google Analytics, Google Ads, and Meta Ads. We set up automated data pulls for your reporting.
Can this connect to our project management tool (Asana, Monday.com, ClickUp)?
Power Automate has connectors for most PM tools. We can trigger automations from task status changes in your existing tool.
We are a 10–30 person agency. Will this scale as we grow?
Yes. Power Platform scales with your Microsoft 365 licence. We build foundations that grow with you without needing to rebuild.
Explore more
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Ready to automate your marketing agencies business?
We will scope the work, provide a fixed price, and you decide. No obligation.