Performance agency reporting workspace
Manage the dashboards, reporting blocks and insights shown to clients while keeping internal views separate.
- Industry
- Agencies
- Team
- Client services, Marketing, Operations
- Use case
- Project management, Client portals
- Tags
- Client reporting
- Includes
- 1 app
Template preview
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Included items
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Dashboards Admin app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
The Dashboards Admin workspace separates client-visible dashboards from internal delivery views. Its dashboard list and block library expose publication state, reporting periods, sources, insights and progress, with reusable blocks for Site pages.
- Client-visible and internal dashboard list
- Draft and published reporting states
- Reusable reporting block library
- Source, insight and progress views
How to use this template
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Define the project workflow
Choose the client inputs, delivery responsibilities and decisions this project needs.
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Configure the audience
Confirm the Client and Admin responsibilities, project context and visible information.
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Review access and content
Check project permissions, named owners and configured content before using the app with a client.
Frequently asked questions
Who is this configuration for?
Performance-agency account leads and delivery operators responsible for the client project.
What does the reporting workspace contain?
Campaign headline measures, charts, tables, written insights, project progress and approval gates configured for this project.
Can I inspect the evidence behind a result?
The Client report shows source and period notes and offers evidence or deeper reporting views where configured.
Are platform conversions treated as verified orders?
No. The selected reporting configuration distinguishes the measures and shows the reconciliation qualification.
Does the client see internal dashboards?
The Admin workspace labels client-visible and internal dashboards separately. Only the intended client reporting is shown in the Client app.
Can a reporting block be placed on a Site page?
The Admin block library describes blocks for a widget, a dashboard or a full report with their own display settings.