Stop rebuilding the monthly deck by hand

Logo, domain and colours across the dashboard and the reports, so a client logging in sees your brand throughout. Reports can be emailed on a schedule or shared as a link. You decide per client whether they get full dashboard access, read-only access, report-only delivery, or no direct access at all. Nothing forces you to expose the underlying platform to a client who does not need to see it.

A reporting tool visualises whatever you load into it and takes no position on whether the numbers are right, which is why reconciling them is still your job. Here the report is downstream of the measurement: one deduplicated conversion definition feeds the dashboard, the attribution models and the client's deck alike.

That it does not. The report starts from their Shopify orders, so the conversion count matches their store by construction. What differs is the ROAS each ad platform reports, because Google and Meta both claim credit for the same sale and land 30 to 50% above what was sold. The report shows the platform's claim next to the deduplicated number, and the tracking contract shows the events behind it are intact, so the conversation moves from whose figure is right to what to do next.

Yes, and most agencies should. A client who needs clean tracking and honest ROAS does not need the same plan as one running budget experiments. Each client sits on the tier that fits and moves up when they are ready, and the agency plan carries volume discounts by client count. Every connector is included on every tier, so a smaller client is not handicapped on data sources.

The account does, and that is worth saying out loud to a client who asks. Raw events and attribution tables export to a cloud bucket in Parquet or CSV on the same schema the interface reads, with no retention limit deleting history first. An agency that can answer this question cleanly wins engagements against one that cannot.