Can I build one dashboard per client?

Yes — start from this template as many times as you like and name a board per client. Each board keeps its own layout and tiles.

Which ad platforms can it show?

Google Analytics is live today; Meta, Google Ads and TikTok Ads connectors are rolling out through early access. The preview below runs on sample data, so you can see the layout before connecting anything.

Can I send the dashboard to clients?

Yes. Share a board as a live read-only link your client opens without an account, email it to them from inside the app, or export it to PDF. The link is revocable, and clients only ever see real numbers or an honest empty state — never demo data.

Agencies & client reporting

Marketing Agency

A client-reporting dashboard — ad spend, ROAS and traffic across Meta, Google, TikTok and GA4, with SEO and social ready to add. Present it full-screen in your client meeting.

Use this template

Works with:

Meta AdsbetaGoogle AdsTikTok AdsbetaGoogle AnalyticsHubSpotplanned

The Captain watches this board — it flags what moved and adds tiles when you ask. Meet the Captain →

Live preview

Real tiles, sample data. Sign in to connect your own.

Amazon ROAS & ACoS Planner

Ad spend

Ad sales

Gross margin

Before ad cost

Target ACoS

Profit after ads

$596.00

Room to scale

ROAS

4.20×

ACoS

23.8%

Target 22%

Break-even ACoS

38.0%

Your margin ceiling

Headroom

14.2%

Room to spend

Amazon Sales Pulse

Sales Pulse

About this template

An agency dashboard has one job: walk into the client meeting with every number already on one screen. This template starts you with ad performance and sales side by side — spend, ROAS and revenue in the same view your client actually asks about — instead of stitching screenshots from four ad managers into a deck.

Present it full-screen in the meeting, or keep it open during the week so nothing in a client's account surprises you. Add a board per client, and swap tiles freely — every tile is drag-and-drop, and the Captain can add more when you ask.

Questions sellers ask

Can I build one dashboard per client?: Yes — start from this template as many times as you like and name a board per client. Each board keeps its own layout and tiles.
Which ad platforms can it show?: Google Analytics is live today; Meta, Google Ads and TikTok Ads connectors are rolling out through early access. The preview below runs on sample data, so you can see the layout before connecting anything.
Can I send the dashboard to clients?: Yes. Share a board as a live read-only link your client opens without an account, email it to them from inside the app, or export it to PDF. The link is revocable, and clients only ever see real numbers or an honest empty state — never demo data.