Performance agency client reporting
Present campaign progress, measured results and next actions with their evidence and qualifications.
- Industry
- Agencies
- Team
- Client services, Marketing
- 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 Client app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
The Dashboards Client app combines headline measures, written insights, source notes, charts, tables and project progress. Campaign reporting keeps platform conversions distinct from verified orders, with review periods and evidence alongside the next actions.
- Headline measures with reporting context
- Insights and evidence links
- Chart and table views
- Progress, approval gates and next actions
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 clients and account teams working together on campaign delivery.
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.