Can I share the dashboard with the client?

Not yet — read-only client sharing is still in build. Today you present the board full-screen in the meeting or share your screen, which is what most of the deck was doing anyway.

Which of these sources work today?

Google Analytics and Search Console are live connectors — approve read-only access and those tiles fill with real data in about a minute. Meta, Google Ads and TikTok Ads are in early-access beta. The preview runs on sample data, so you can judge the layout before connecting anything.

How is this different from the Marketing Agency template?

Same audience, different moment. The Agency board leads with ad performance and sales for your own day-to-day; this one is built for the report you show the client — spend, results, channels and search in the order you'd talk through them.

Agencies & freelancers

Client Reporting Dashboard

A client reporting dashboard template — spend, traffic, channels, top campaigns and search on one live board you can present instead of building a monthly deck.

Use this template

Works with:

Meta AdsbetaGoogle AdsGoogle AnalyticsSearch ConsoleTikTok Adsbeta

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.

Meta Ad Spend Pulse

Ad Spend

Ad Spend Pulse

Ad Spend

Traffic Pulse

Sessions Trend

Sessions · 30 days

Traffic Channels

Channels

Meta Top Campaigns

Top campaigns

Top Search Queries

Top queries

About this template

Client reporting is the job nobody costed for: the last week of every month spent exporting from four platforms, pasting charts into a deck, and writing the commentary twice. This template replaces the deck with a board — what you spent on each channel across the top, the traffic it produced underneath, and the campaigns and search queries that did the work below that.

Because it stays live, the report is never out of date and never a rebuild. Open it in the client call and drill in when they ask a follow-up, or keep it open through the month so nothing in the account surprises either of you. Make a board per client, swap tiles freely, and ask the Captain for anything the layout is missing.

Questions sellers ask

Can I share the dashboard with the client?: Not yet — read-only client sharing is still in build. Today you present the board full-screen in the meeting or share your screen, which is what most of the deck was doing anyway.
Which of these sources work today?: Google Analytics and Search Console are live connectors — approve read-only access and those tiles fill with real data in about a minute. Meta, Google Ads and TikTok Ads are in early-access beta. The preview runs on sample data, so you can judge the layout before connecting anything.
How is this different from the Marketing Agency template?: Same audience, different moment. The Agency board leads with ad performance and sales for your own day-to-day; this one is built for the report you show the client — spend, results, channels and search in the order you'd talk through them.