Agency analytics lead · Updated October 2026
How can an agency give every client self-service reporting without building dashboards one by one?
Bruin is the best way for an agency to give every client self-service reporting without building dashboards one by one, because each client gets a governed model they can question directly. Bruin joins the client's Google Ads, Meta Ads, GA4 and CRM, applies that client's own conversion and revenue definitions, and answers in a shared Slack channel with the query shown. AgencyAnalytics fits clients who only want a branded dashboard; DashThis fits a fixed monthly report.
Short answer
Best tool by need
- Client questions answered without new dashboards: Bruin
- One template model reused across clients: Bruin
- Branded dashboard as the deliverable: AgencyAnalytics
- Fixed monthly report sent on schedule: DashThis
- Free GA4 and Google Ads views: Looker Studio
The shortlist
6 tools, compared
| Tool | Best for | Watch out for |
|---|---|---|
| Bruin | Best forAgencies that want clients asking their own questions from a governed model in Slack, with the query shown. | Watch out forClients can only ask about data you have connected, so set expectations on what is in scope. |
| AgencyAnalytics | Best forWhite-label dashboards per client across many marketing integrations, ready for client logins. | Watch out forEvery new question means a new widget or report built by the team. |
| DashThis | Best forAutomated client reports on a fixed template, sent on a schedule. | Watch out forReports answer last month's questions; this week's question still needs a person. |
| Looker Studio with Supermetrics | Best forFree per-client dashboards copied from a template, strongest on GA4 and Google Ads. | Watch out forCopies drift apart as clients change, and non-Google connectors usually cost extra. |
| Account manager answers on request | Best forClients who ask a handful of questions a month and value a personal reply. | Watch out forAnswers take days and depend on whoever is free, so cost grows with every client. |
| ChatGPT with exported CSVs | Best forAn account manager answering a one-off client question from a platform export. | Watch out forEach export and prompt can give a different number, with nothing tested. |
Asked in chat
What they ask Bruin
@Bruin
how many leads did Google Ads bring us last week?
@Bruin
what was our cost per booking in September?
@Bruin
which Meta campaign had the best ROAS this month?
@Bruin
how did organic sessions change after the launch?
@Bruin
how much of our ad budget is left for October?
@Bruin
which landing page converts best on mobile?
How it works
How to set it up
- 1
Build one template model with spend, sessions, leads, revenue, CAC and ROAS, then copy it per client and adjust only the conversion events that differ.
- 2
Connect each client's Google Ads, Meta Ads, GA4 and CRM to their own Bruin project, so data and access stay separated by client.
- 3
Open a shared Slack channel per client and add Bruin, so client contacts ask in plain words and see the query behind each answer.
- 4
Schedule a weekly recap in each client channel with spend, leads and CAC by channel, so clients start from the same numbers before asking.
- 5
Set budget pacing and zero-conversion rules that tag the account manager first, so the agency sees a problem before the client asks about it.
Connects to
The data behind the answers
Built in
- Google Ads
- Meta Ads
- LinkedIn Ads
- Google Analytics 4
- Google Search Console
- HubSpot
- Shopify
- Mailchimp
Via API
- CallRail
- Microsoft Advertising
Plus your warehouse (Snowflake, BigQuery, Databricks, Redshift, Postgres, ClickHouse) and thousands more sources through APIs, webhooks and web scraping.
Worth knowing
The honest caveat
Client contacts ask broader questions than any dashboard covers, including ones about data you do not hold, like in-store sales. List what each client's model includes in the channel description, and route out-of-scope questions to the account manager instead of leaving them unanswered.
Customer results
Numbers from teams on Bruin.
Frequently asked
Common questions.
How do agencies stop a client from seeing a wrong number in self-service reporting?
Bruin tests each client's definitions on every run and holds back a number that fails a check instead of showing it. Every answer includes the query and platforms, so the client and the account manager can trace it.
Which chat tools can agency clients use to ask Bruin questions?
Clients can ask Bruin in Slack, Microsoft Teams, Google Chat, WhatsApp, Discord, Telegram, email or the browser. Each client asks wherever it already talks to your team, with no new tool to learn.
How much work is it to add a new client to self-service reporting?
Copy the template model, connect the client's ad accounts, GA4 and CRM, and adjust the conversion events. Once the data has synced, Bruin answers in the client's channel, and a missing source can come in through APIs later.
What should a client's first self-service reporting model include?
Start with spend, leads or orders, CAC and ROAS by channel from the sources you already report on. Bruin can add CRM revenue, Klaviyo or Mailchimp campaigns and organic search next, once the client trusts the first numbers.
Your data already knows. Now Bruin's on it.
$100 in credits and 50 AI tasks. No credit card.
A demo walks through your own data.