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.

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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.

All customer stories

3 tools
instead of the usual 6 to 7
Read the SCG story
< 1 week
for Bruin to build a custom connector
Read the SCG story
20+ apps
on one platform, run by one data engineer
Read the NativeMinds story

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.

Keep reading

What is Bruin?

Bruin is an open-source, AI-powered data platform. One project covers the whole path from source to answer: data ingestion (with ingestr), SQL and Python transformations, quality checks, column-level lineage, a data catalog and scheduling. On top of that data, an AI data analyst answers questions in Slack, Microsoft Teams, Google Chat, WhatsApp, Discord, Telegram, email or the browser, and builds dashboards from a prompt.

Pipelines are plain SQL, Python and YAML files in your own Git repository, and the work runs inside your own warehouse: Snowflake, BigQuery, Databricks, Redshift, Postgres, ClickHouse, DuckDB and others. The Bruin CLI is open source under Apache 2.0 and runs on a laptop, in CI or on-prem. Bruin Cloud is optional and adds scheduling, the AI data analyst, governance, SSO and audit logs.

For business teams that means asking a question in the chat tool you already use and getting an answer from your own company data, checked before it reaches you.

Replaces: Separate tools for ingestion, transformation, orchestration, data quality, cataloguing and BI
Open source: Bruin CLI under Apache 2.0; ingestr source-available under the Functional Source License
Your data: Stays in your warehouse; pipelines stay in your Git repository
Security: ISO/IEC 27001:2022 certified and SOC 2 Type 2 attested
Used by: Data teams at Lessmore, StarBerry, NativeMinds, SCG, M8 Games and Fabrikatör

Why Bruin for Agencies

Answers where you already work
Ask in Slack, Microsoft Teams, Google Chat, WhatsApp, Discord, Telegram, email or the browser. There is no new tool to learn and no ticket to file with the data team.
Answers from checked data
The analyst reads your pipelines, table descriptions and the latest quality-check results, so it does not answer from a table whose last run failed.
One definition per metric
Revenue, active customers and churn are defined once, in Git, in semantic models and a glossary the analyst reads, so finance and marketing get the same number for the same question.
Built on a real data platform
Bruin also loads and models the data. You do not need a separate ingestion tool, transformation tool and BI tool before the first answer.

How it works

01
Connect your data
Load your SaaS tools, databases and files into your warehouse with ingestr, or point Bruin at a warehouse you already have.
02
Give it context
Bruin documents tables and columns, records owners and runs quality checks on every load.
03
Ask
Ask in Slack, Teams or the browser. Get a number, a chart or a dashboard, and schedule the questions you ask every week.

How the AI data analyst works Read the docs