Client reporting for agencies

An agency runs reports for many clients, and each one sees a page that looks like their own. Separate organizations keep every client's data completely apart.

For agencies and consultancies that report results to several clients.

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What you get

A separate organization per client
Per-client branding
Live links, embeds and PDFs
View-only access for client teammates

How do agencies report results to many clients?

Give each client their own organization with their own dashboards, branding and team. You manage them all, and they only ever see their own.

How do I give every client their own branded report page?

Set a logo, colors and fonts for each organization. Dashboards, forms and the portal carry that look.

Can I send a report as a PDF?

Yes. Any dashboard can be downloaded as a PDF for a meeting or an email.

See it with your own data

Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.