Custom Marketing Agency Dashboards, Built for Your Clients

7 January 2026
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Most marketing agencies manage campaigns across multiple platforms, including Google Ads, Facebook Ads and TikTok Ads. Pulling reports from each system manually wastes time and increases the risk of errors. As a marketing analytics agency, we’ve delivered 100+ marketing agency dashboard solutions that solve this problem. We partnered with highly influential marketing agencies including Neil Patel’s NP Digital and TubeScience, a Facebook Ads agency managing over $2B in annual ad spend. Our team designs and builds these dashboards from scratch in Looker Studio, Google Data Studio, and Power BI, set up around the channels and clients each agency reports on.

In this guide, we’ll explain what a marketing agency dashboard is, the key benefits it delivers, the essential metrics every agency should track, and real-world dashboard examples. You’ll also see how we handle this as a service, through our marketing dashboard consulting work.

Want this built for you instead of building it yourself? Our team builds custom marketing dashboards for agencies in Looker Studio and Power BI. We pull your client data out of Google Ads, Meta, LinkedIn, GA4, and your CRM and put it in one report you can send straight to a client, no month-end spreadsheet.

What Is A Marketing Agency Dashboard? 

A marketing agency dashboard is a centralized reporting and analytics tool that brings together your clients’ campaign data from multiple marketing channels into a single dashboard. Instead of manually pulling data from platforms like Google Ads, CRMs, or analytics tools, agencies can view all key performance indicators in one place, updated automatically and often in real time. Agencies sometimes just call it an agency dashboard. Whatever the name, we build them for marketing, digital, web, SEO, and media agencies that report to more than one client.

Most marketing agency dashboards also require little to no technical expertise. It connects directly to multiple marketing platforms, standardises the data, and presents it in user-friendly charts and reports. This allows teams to spend less time on data collection and more time on strategy and optimization.

Benefits Of Using Marketing Dashboard

Benefits Of Using a Marketing Dashboard

A marketing agency dashboard pulls your campaign, website, and lead data into one place to report from. For agencies, that means data you can trust, a clear read across every channel, and lower reporting costs.

Reduce Human Error

A dashboard pulls data straight from Google Ads, Meta Ads, GA4, and your CRM, so nobody is copying numbers across by hand. That manual step is where most reporting mistakes come from, and it’s the one the dashboard takes out.

We built automated Looker Studio dashboards for a full-service digital agency running 80+ clients. We cleaned up their GA4 tracking along the way, which pushed their reporting accuracy up 40%.

Save Time on Reporting

Once the data pulls, calculates, and refreshes on its own, the recurring report stops eating anyone’s week. That time goes back to the campaigns themselves.

For the same agency, we automated reporting across 80+ client dashboards, pulling from Facebook Ads, Google Ads, SEMrush, GA4, form data, and more. They told us it saved 50 hours a week, and the quarterly lead report that used to take 20+ hours now runs itself.

Centralize Marketing Data

Put advertising, analytics, organic, and CRM data in one report and you can compare channels on the same metrics instead of stitching together five exports.

For DS Smith, we built a Power BI marketing dashboard covering 6 Facebook Ads accounts, 7 Google Ads accounts, 14 LinkedIn Ads accounts, organic social, and CRM data. It replaced three legacy reports and became their single source of truth for digital performance.

Lower Reporting Costs

When the reports maintain themselves, you can take on more clients without adding the same hours behind them.

For The Wanamaker Project, we automated Looker Studio reporting for seven clients across SEO, PPC, and more. It saved them 10 hours a month, and GA4 visibility across ad channels went up 25% for several of their clients.

Custom Marketing Dashboard Development

Our marketing dashboard consulting team handles the full dashboard development from scratch, around the channels, clients, and KPIs you actually report on. Nothing here is a renamed template.

We start with your data. We connect the platforms your agency already runs on (Google Ads, Meta, LinkedIn, GA4, Search Console, your CRM), then clean and line up the metrics so the same numbers mean the same thing across every source. Then we build the views your team and your clients need, from a one-screen KPI summary for the client’s CMO down to the campaign-level tables your analysts live in. Last, we automate it: scheduled refreshes and alerts, so nobody is exporting CSVs at month end.

We work across Looker Studio and Power BI as a dashboard building agency, and we pick the tool that fits your stack instead of making you switch. If you need a marketing dashboard consultant to plan the data model, scope the build, or fix a report that has become a mess to maintain, we can pick it up at any stage.

Analytics comes as part of the service, not a separate add-on. As a dashboard development agency, we wire your live campaign, web, and revenue data straight into the report, so the integrated analytics sit inside the dashboard your clients already look at. A SaaS reporting tool can only give you its preset connectors and layouts. A custom build isn’t boxed in that way, which is the whole reason agencies come to us instead of buying another subscription.

Client Dashboards for Agencies

Agencies never report to just one audience, and no client should ever see another client’s numbers. So we build client dashboards that keep everything separate, with your branding on them, not ours.

Your clients hand you their marketing budgets and trust you to spend them well. A live dashboard shows them exactly where that money goes and what it brings back, in real time, not in a slide deck three weeks later. That transparency is also why the reporting has to be right. Numbers that don’t add up, or a metric that quietly breaks, is how a client starts to lose confidence, even when the campaigns are working. Accurate reporting they can check any time keeps that trust intact.

You control who sees what. Give each client a login to their own dashboard so they can check performance whenever they want, or keep it internal and send views on your own schedule. Our cross-channel PPC dashboard already works like this: one filter at the top switches between clients, accounts, and campaigns, so a single report covers your whole client list.

The payoff is less time lost to manual reporting every month, and fewer “can you send me the latest numbers” emails from clients.

One of the agency owners we did this for talked through what the Looker Studio dashboards changed for her team:

Key Metrics Every Marketing Agency Dashboard Should Include

To effectively measure performance and demonstrate ROI, a marketing agency dashboard should track the metrics that matter most across channels, campaigns, and customer touchpoints.There are several core categories and KPIs that every agency should include to provide a complete view of marketing impact.

Metric CategoryWhat It Measures
Leads & OpportunitiesNew leads generated, won opportunities, expected revenue, and marketing-influenced revenue.
Conversions & Funnel MetricsConversion counts, funnel progression, conversion rates, micro conversions.
Revenue & Ecommerce MetricsTotal sales, average order value, units/items sold, discounts applied, shipping revenue, taxes, and campaign revenue.
Cost & Advertising MetricsAd spend, cost per purchase/conversion, ROAS, and budget efficiency across channels.
Website & Engagement MetricsSessions, pageviews, bounce rate, pages per session, average time on site, stickiness ratio, and app installs.
SEO KPIsOrganic sessions, keyword rankings, impressions, clicks, CTR, and average position (from Google Search Console).
Social Media AnalyticsEngagement metrics (likes, comments, shares, clicks), impressions, audience demographics (age, gender), optimal posting days/hours.
Email Marketing MetricsEmails sent, open rates, reply rates, clicks, meeting bookings, and sequence performance.
Geographic & Location InsightsCustomer or business location performance, sales/revenue by region, local search visibility (Google Business Profile metrics).
Promotion & Discount MetricsDiscount code usage, promotion performance, and impact on revenue or conversion rates.

Marketing Dashboard Templates and Examples

Below are dashboards we’ve actually built for clients, across SEO, ecommerce, local search, and paid media. Each one shows the metrics it tracks and the decisions it helps with, and every one can be rebuilt for your agency.

Digital Marketing Dashboard

The digital marketing dashboard helps agencies evaluate marketing efficiency across channels by centralising performance data into a unified view. It shows which channels deliver the strongest business impact, leading to smarter budget allocation. 

Digital Marketing Dashboard

For example, a cross channel marketing dashboard we built for a flower delivery brand consolidates data from Google Analytics, Google Ads, Bing, Facebook, Pinterest, and affiliate platforms into one report. A top-level view highlights daily purchases alongside cost per purchase, making it easy to monitor acquisition costs against average order value.

What it includes:

  • Daily purchases and cost per purchase to monitor acquisition efficiency
  • Channel-level metrics such as impressions, CPM, clicks, and spend for brand awareness analysis
  • Profitability metrics including CPA and ROAS to evaluate ad performance
  • Conversion data: conversion rate, purchases, and revenue by channel
  • Campaign-level breakdowns to identify top-performing campaigns by efficiency, volume, and exposure

Great for: marketing agencies managing multi-channel ecommerce campaigns and reporting performance to clients on a regular basis.

Ecommerce Marketing Dashboard

The ecommerce marketing dashboard gives Shopify brands and agencies a clear view of store performance by centralising sales and revenue data into a unified view. It highlights how revenue trends evolve over time and which products, regions, and promotions contribute most to growth, improving optimisation and planning decisions.

Ecommerce Marketing Dashboard

For instance, our ecommerce dashboard built for a Shopify brand surfaces key metrics such as total sales, discounts, shipping revenue, sales tax, average order value, and total items sold in one report. A top-level interactive trend chart allows users to track performance daily, weekly, or monthly while switching between KPIs like total revenue, customer count, gross margin, order volume, and units sold.

What it includes:

  • Revenue metrics including total sales, discounts, shipping revenue, taxes, and average order value
  • Interactive trend charts with daily, weekly, and monthly views
  • Product-level sales breakdowns
  • Geographic sales visualisation based on customer billing location
  • Discount code performance to evaluate promotion effectiveness

Great for: marketing agencies and Shopify brands tracking ecommerce performance, product sales trends, regional demand, and promotional impact in a single dashboard

Email Marketing Dashboard

The email marketing dashboard helps agencies track and optimise outreach performance by centralising campaign data. It shows how outreach sequences perform at each stage of the funnel, making it easier to demonstrate campaign progress, optimise timing, and highlight tangible results such as replies and booked meetings.

Email Marketing Dashboard

Above is an email marketing dashboard our marketing analysts built for an agency running a multi-channel outreach campaign with Lemlist and LinkedIn. A top-level view surfaces core outreach metrics, allowing the agency to quickly update clients on performance and engagement across active sequences.

What it includes:

  • Leads emailed, open rate, reply rate, and meeting bookings
  • Email volume analysis by sequence steps
  • Activity metrics by channel and action type (emails sent, LinkedIn visits, accepted messages)
  • Daily trends for emails sent, opens, and replies
  • Time-based performance analysis by weekday and hour to identify optimal sending windows

Great for: marketing agencies managing outbound email and LinkedIn outreach campaigns and reporting engagement, replies, and meetings booked to clients in real time

LinkedIn Ads Dashboard

The LinkedIn Ads dashboard helps agencies and B2B teams understand campaign performance by presenting LinkedIn Ads data. It analyses campaigns based on their specific objectives such as awareness, making it easier to evaluate results and share results with stakeholders.

LinkedIn Ads Dashboard

Above is a LinkedIn Ads dashboard our analysts developed for a global company with 400k+ employees. It shows how much budget was spent over time, what that spend was allocated to, and the results generated from it. Users can switch between different campaign objectives directly within the dashboard to view the most relevant metrics for each goal.

What it includes:

  • Monthly ad spend trends
  • Campaign-level spend and performance breakdowns
  • Awareness metrics such as impressions, clicks, and CTR
  • Interactive controls to switch between campaign targets
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Great for: marketing agencies and B2B brands running LinkedIn Ads who need objective-driven performance insights and clear visual storytelling for client or internal reporting.

Facebook Ads Dashboard

The Facebook Ads Marketing Dashboard helps agencies evaluate paid social performance across the entire conversion funnel. It reveals how efficiently ad spend moves users from impressions to purchases, supporting smarter budget allocation decisions.

Facebook Ads Dashboard

A Facebook Ads marketing dashboard our marketing analysts built for an ecommerce brand analyses each stage of the funnel, from initial impressions and clicks through to purchases. A top-level view highlights key financial metrics such as ad spend, revenue, and ROAS alongside daily trends, making it easy to monitor performance over time.

What it includes:

  • Ad spend, revenue, and ROAS with daily trend analysis
  • Impressions, clicks, and CTR to evaluate traffic efficiency
  • Funnel conversion rates from impressions to clicks and clicks to purchases
  • Cost per landing page view, add to cart, and initiate checkout with performance trends
  • Cost per purchase and average order value to assess profitability

Great for: marketing agencies and brands running Facebook Ads who want clear visibility into funnel efficiency, conversion costs at each stage, and overall return on ad spend.

Google Analytics Dashboard

The Google Analytics dashboard helps agencies understand website performance by centralising key traffic and engagement metrics into a single, comparative view. It shows how users visit the site, how they interact with content, and where engagement drops off.

Google Analytics Dashboard

A Google Analytics dashboard our team created for a content-driven website highlights engagement KPIs for the current month with the clear comparisons to the previous month. It helps to assess organic traffic performance over time and across custom date ranges, revealing trends in user behaviour and site engagement.

What it includes:

  • Organic sessions and total users from search
  • Page views, pages per session, and average time on site
  • Bounce rate to identify low-engagement landing pages
  • Month-over-month performance comparisons
  • Trend lines showing changes in organic sessions and page views over time
  • Landing page–level performance with colour-coded visualisations

Great for: marketing agencies that need clear visibility into traffic quality, engagement trends, and organic growth performance.

The Google Ads dashboard helps agencies evaluate paid search performance by analysing cost, engagement, and revenue data. It provides a clear snapshot of campaign efficiency, highlighting how ad spend translates into clicks, conversions, and revenue

Google Ads Dashboard

Our Google Ads dashboard combines data from Google Analytics and Ads into one report. A top-level summary surfaces the most important KPIs along with trends and comparisons to the previous period, giving clients a concise overview of performance at a glance.

What it includes:

  • Key KPIs: ROAS, CTR, CPC, CPM, and total ad spend
  • Period-over-period comparisons to track performance trends
  • Campaign-level performance breakdowns
  • Revenue and contact value sourced from Google Analytics
  • Cost vs. revenue analysis to assess true campaign profitability

Great for: agencies managing Google Ads campaigns who need a revenue-focused view of paid search performance and return on advertising spend.

Google Search Console Dashboard

The Google Search Console dashboard helps agencies monitor organic search visibility and performance. It shows how often a site appears in search results, how frequently users click through, and how rankings change over time.

Google Search Console Dashboard

A Google Search Console dashboard our analysts built presents summary KPIs for a selected time period, with flexible filters for search queries. It highlights impressions, clicks, CTR, and average position, alongside trend lines and comparisons to the previous period for quick performance evaluation.

What it includes:

  • KPI cards for impressions, clicks, CTR, and average position
  • Trend analysis showing changes in clicks and impressions over time
  • Period-over-period performance comparisons
  • Query-level analysis to identify high-opportunity keywords

Great for: agencies managing SEO and content strategies who need to analyse search performance, ranking trends, and organic growth opportunities.

B2B Sales Pipeline Dashboard

The marketing dashboard gives agencies a high-level view of marketing performance by connecting marketing data with sales outcomes. It highlights how marketing efforts contribute to won opportunities and expected revenue, making it easier to measure impact and align marketing activities with business growth.

Marketing Dashboard

Our Power BI sales pipeline dashboard shows key revenue metrics such as won opportunities, total expected revenue, and the percentage of revenue influenced by marketing data sources. The overview page summarises performance across all lead channels, while deeper views break down opportunities and expected revenue by lead source and customer country.

What it includes:

  • Won opportunities and total expected revenue
  • Marketing-influenced revenue as a percentage of total expected revenue
  • Opportunities and revenue breakdown by lead source
  • Geographic analysis by customer country

Great for: teams that want to evaluate lead performance, revenue contribution, and conversion efficiency across the entire marketing funnel.

PPC Marketing Dashboard

The PPC dashboard helps agencies monitor and optimise paid advertising performance across multiple clients which can be selected using the filter at the top. It shows budgets, spend, and results in real time, making it easier to evaluate performance across clients and campaigns.

PPC Marketing Dashboard

Our cross-channel PPC dashboard integrates data from various ad platforms through automated pipelines. Users can filter by client, account, campaign type, or date range to get a detailed view of performance. Teams can view metrics for all clients or drill-down for individual campaigns, highlighting high and low performers.

What it includes:

  • Budgets, spend, and performance metrics across all PPC campaigns
  • Cross-platform comparisons for unified visibility
  • Client, account, campaign, and date-range filtering for flexible analysis
  • Automated updates
  • Insights to identify top-performing campaigns and optimise budget allocation

Great for: marketing agencies managing multiple PPC campaigns who need up-to-date performance reporting and insights for optimisation.

SEO Agency Dashboard

The SEO dashboard helps agencies monitor website search performance by centralising key traffic and engagement metrics into an easy-to-read view. It shows how organic search efforts impact user behaviour and overall site performance, supporting optimisation decisions.

SEO Dashboard

Our agency SEO dashboard presents high-level metrics at the top of the page, with comparisons to the previous 30 days. Daily trend charts track sessions, pageviews, bounce rate, and average time on page, making it easy to spot performance changes and identify opportunities for improvement. For SEO agencies specifically, this is the report you put in front of a client to show organic progress without exporting anything from Search Console or GA4. We can white-label it and layer keyword and backlink data on top.

What it includes:

  • High-level SEO metrics with period-over-period comparisons
  • Daily trends for sessions, pageviews, bounce rate, and average time on page
  • Performance insights to evaluate user engagement from organic traffic
  • Visualisations to track improvements and detect performance drops

Great for: agencies managing SEO campaigns who need visibility into organic traffic, engagement trends, and website performance over time.

Search Engine Marketing Dashboard

The search engine marketing dashboard helps agencies track and optimise SEM campaigns by centralising performance metrics across Bing and Google. It shows how ad spend drives conversions and revenue, enabling more informed optimisation and budget decisions.

SEM Dashboard

Our search engine marketing dashboard analyses conversions by channel and device, while tracking the weekly progression of average conversion rates. KPI cards display CTR, total conversions, and conversion value, giving a quick snapshot of campaign efficiency. A daily trend graph compares Google Ads costs with the revenue generated, highlighting return on investment over time.

What it includes:

  • Conversions and conversion rates broken down by channel and device
  • CTR, conversion count, and conversion value displayed in KPI cards
  • Daily ad spend versus revenue trend visualisations
  • Weekly progression of average conversion rates
  • Insights to identify high-performing channels and optimise spend

Great for: marketing agencies and brands running SEM campaigns who want clear visibility into conversion performance, cost efficiency, and revenue impact across search marketing efforts.

Web Analytics Dashboard

The web analytics dashboard helps agencies and brands monitor user behaviour, engagement, and conversions by centralising key metrics from multiple sources. It provides insights into user activity, application installs, and audience composition, enabling data-driven optimisation of products and campaigns.

Web Analytics Dashboard

A web analytics dashboard our analysts built for a client migrated reporting from Amplitude to Google Data Studio, maintaining full analytical capabilities while reducing costs. Using BigQuery as the data source, the dashboard tracks conversions, user stickiness, application installs, and user segments in a visually intuitive way.

What it includes:

  • Stickiness ratio showing daily active users as a proportion of monthly active users, with filters for time interval and cumulative/non-cumulative views
  • Daily application installations broken down by day in bar chart format
  • User base segmentation into new, current, resurrected, and dormant users
  • Interactive charts for exploring trends and identifying engagement opportunities

Great for: marketing agencies and product teams who need a cost-effective, comprehensive way to track user behaviour, engagement trends, and conversions over time.

Instagram Ads Dashboard

The Instagram Ads dashboard helps to understand engagement patterns and audience characteristics from ad performance and demographic data. It shows when ads generate the most engagement and which audience segments respond best.

Instagram Ads Dashboard

An Instagram Ads dashboard our team built shows engagement trends by day of the week, making it easy to identify the best days to run or schedule ads. A dedicated demographics section breaks down key metrics by age and gender, allowing users to analyse performance across different audience segments.

What it includes:

  • Engagement metrics broken down by day of the week
  • Trend analysis to identify optimal posting and ad scheduling days
  • Audience demographics by age and gender
  • Interactive charts to switch between key engagement and performance metrics
  • Visual comparisons to support smarter Instagram and Facebook targeting decisions

Great for: brands running Instagram Ads who want to refine targeting and improve campaign performance based on engagement timing and audience demographics insights. 

Google My Business Dashboard

The Google My Business dashboard helps agencies measure local search visibility and customer engagement using Google Business Profile data from Google Search and Google Maps. It shows how customers discover local businesses, which locations perform best, and which actions drive conversions.

Google My Business Dashboard

A Google My Business dashboard we built for a multi-location phone repair chain consolidates data from multiple Google Business Profile accounts into one report. A top-level view highlights monthly profile visibility across Maps and Search, making it easy to track trends and compare performance between locations.

What it includes:

  • Monthly Google Business Profile views split by Google Maps and Google Search
  • Combined reporting across multiple business locations and accounts
  • Location-level breakdowns of views and customer actions
  • Key engagement metrics such as calls, website clicks, and direction requests
  • Conversion rate analysis based on profile views versus user actions

Great for: agencies managing local SEO and multi-location brands who need visibility into local search performance, customer engagement, and location-level conversions.

How to Build a Marketing Agency Dashboard

Building a marketing agency dashboard comes down to five steps, whether you do it in-house or hand it to us.

  1. Decide what each person needs to see. A client’s CMO wants ROAS, spend, and revenue on one screen. Your account managers need the campaign-level detail underneath it. Map that before you touch a tool.
  2. Connect your data sources. Link the ad platforms, analytics, and CRM your agency uses so every client’s numbers land in one place.
  3. Clean and line up the data. Match metric names, currencies, and date ranges across sources, or the totals won’t agree with each other.
  4. Build the views. Lay out a summary page for the quick check and detailed tables for the deep dives, and add client branding where it’s client-facing.
  5. Automate it. Schedule the refreshes, set alerts for the numbers that matter, and give clients a login or a scheduled send.

If you’d rather not do any of that, our team builds the whole thing for you!

The Right Marketing Agency Dashboard You Need

Choosing the right agency reporting dashboard matters for how fast your team works and how well you keep clients. A few things to weigh:

1. Ease of Use and Setup

Choose a dashboard that is intuitive and doesn’t require coding. Your team should be able to connect data sources, create reports and share them easily. Quick setup saves time and ensures your team can focus on strategy rather than technical challenges.

2. Integrations and Data Sources

The more native integrations a platform offers, the better. Look for dashboards that connect seamlessly to ad platforms, analytics tools, CRMs, and social media channels. Ease of integration ensures you can centralise all marketing data in one place without manual imports.

3. Real-Time Updates and Alerts

Marketing happens fast. Dashboards that update in real time help you monitor campaigns as they evolve. Look for platforms that allow custom alerts when KPIs go above or below thresholds, so your team can respond immediately to trends and opportunities.

4. Custom Views for Different Users

Your dashboard should adapt to multiple audiences. Executives often need high-level performance summaries, while analysts and account managers require granular tables, trend charts, and pivot views. Platforms that support role-based or client-specific dashboards make reporting more efficient.

5. Scalability and Flexibility

Your agency will grow, and your dashboard should grow with it. Ensure it can handle more clients, campaigns, and data sources without compromising speed or usability. Flexibility to adjust metrics, charts, and layouts keeps your reporting relevant as client needs change.

Ready To Build Your Marketing Agency Dashboard?

Manual reporting quietly eats hours every week, and it hides the numbers that would actually change how a campaign is run. A custom marketing dashboard fixes both: it collects the data for you, puts every metric in one place, and gives you and your clients a live view across every channel.

Our marketing dashboard consulting team can scope it, build it, and automate it for you, whether your stack is GA4, BigQuery, and a handful of ad platforms or something more involved. What it costs and how long it takes depends on how many data sources and clients are in the build, so tell us what you’re working with and we’ll come back with a quote and a timeline.

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