Analytics & Search
GA4, Google Search Console, events, conversions, queries, CTR, rankings, funnels, cohorts, and attribution paths.
Client reporting for agencies and stores
Branded reports your clients can open and understand.
A reporting tool that connects analytics, search, ecommerce, paid media, CRM, project boards, support, finance, newsletters, and SEO checks with AI summaries, goals, and alerts in one white-label workspace.
Starter
$29/mo
Studio
$99/mo
Agency
$199/mo
Monthly client report
scheduled
Connected sources
GA4
analytics ready
CRM
pipeline ready
Ops
boards mapped
Revenue
orders ready
AI recommendation
Traffic rose 18%
Increase spend on the highest-ROAS terms and refresh product pages losing GSC clicks.
Data sources
Every client channel in one reporting language.
Connect the platforms clients already care about, then compare traffic, revenue, paid spend, CRM movement, project delivery, support health, SEO, app growth, and behaviour signals in one branded report.
Ads & Acquisition
Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, Microsoft Ads, spend, ROAS, CPA, pacing, and creative readouts.
Ecommerce & Payments
WooCommerce, Shopify, BigCommerce, Stripe, PayPal, orders, AOV, refunds, repeat purchases, and checkout drop-off.
CRM & Sales
HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, leads, deals, pipeline movement, win rate, and sales velocity.
Projects & Operations
monday.com, Trello, Asana, ClickUp, Jira, Notion, Airtable, task status, blockers, delivery progress, and overdue work.
Newsletters / Email
Mailchimp, Klaviyo, ActiveCampaign, Brevo, opens, clicks, flow revenue, list growth, unsubscribes, and list health.
Support & Success
Zendesk, Intercom, Freshdesk, Help Scout, Front, Gorgias, ticket volume, response time, resolution, and issue themes.
Social & Content
Instagram, Facebook Pages, LinkedIn, TikTok, YouTube, Buffer, Later, post frequency, reach, engagement, and top content.
Time Trackers
TrackingTime, Toggl Track, Harvest, Clockify, work logs, billable hours, project time, support activity, and retainer burn.
Finance & Subscriptions
Xero, QuickBooks, Chargebee, Stripe Billing, revenue, invoices, MRR, churn, unpaid balances, and account health.
Behaviour & Experience
Hotjar, Microsoft Clarity, heatmap thumbnails, rage-click alerts, recordings, survey signals, and conversion friction.
Apps & Product
App Store, Play Store, Firebase, app installs, ratings, review sentiment, retention, crashes, subscriptions, ARPU, and LTV.
Reviews & Reputation
Google Business Profile, Trustpilot, review velocity, rating changes, sentiment themes, and location-level feedback.
Error Reporting
Sentry, uptime monitors, incident history, regressions, downtime, response time, and site health signals for client reports.
Data Warehouses
BigQuery, Snowflake, PostgreSQL, Supabase, Sheets, CSV imports, modeled metrics, and historical reporting snapshots.
Custom APIs
Need more? Map bespoke endpoints, internal tools, private databases, and client-specific fields into a standard reporting schema.
Dashboard demo
See the work clients care about, before the report goes out.
Keep performance, SEO, revenue, support queues, uptime, and monthly report delivery moving from one branded workspace.
Overview
Reporting dashboard
See client workspaces, connected sources, scheduled reports, AI recommendations, goals, CRM movement, project delivery, alerts, and uptime in one place.
ClientsNew report
Clients
4active workspacesSources
34connectedReports
4generatedAI actions
9readyPerformance
Monthly report health
Client-ready reporting trendCurrent month compared with the previous report cycle.
84%
Report scoreready for client review
13/16
Source syncsource families mapped
12
Insights usedAI notes prepared
91%
Send readinessscheduled reports clean
Agency workflow
From raw data to report delivery.
Multi-tenant workspaces
Invite team members, manage clients by organization, and keep every report tied to the right account, role, and plan.
Scheduled monthly delivery
Auto-send branded PDF reports to client emails on the 1st of each month with summaries, goals, and channel breakdowns.
White-label client reporting
Use client logos, colours, fonts, cover banners, secure report links, and dashboard views that look ready for presentation.
Alerts and annotations
Mark promotions, outages, and campaign events on the timeline, then trigger Slack or email alerts when traffic drops.
Testimonials
Reports clients actually read.
Pricing
Plans built around reporting maturity.
Start with branded core reports, then add team workflows, deeper source mapping, AI context, alerts, and Custom APIs as the reporting operation grows.
AI credits cover summaries, recommendations, anomaly notes, forecasts, and report-safe client copy. Additional credits can be added as usage grows.
Starter
$29/mo
For freelancers and lean teams sending clean branded reports for a focused client roster.
- 3 active clients
- Core analytics and SEO sources
- Ecommerce reporting
- Client branding
- 100 AI credits/month
Studio
$99/mo
For agencies managing retainers across traffic, revenue, pipeline, and delivery.
- 10 active clients
- Team workspaces
- Ads, email, CRM, and project sources
- AI summaries, goals, and alerts
- 500 AI credits/month
Agency
$199/mo
For teams standardizing deeper reporting across clients, sources, and custom data.
- Unlimited active clients
- All source families
- Support, finance, app, and warehouse data
- Custom API mapping
- 1,500 AI credits/month
Product system
Everything in the reporting stack.
Reporting core
White-label reports
Client logos, colours, fonts, cover banners, secure tokens, and PDF exports.
Team workspaces
Multi-tenant auth, organization settings, invites, roles, and plan client limits.
Scheduled delivery
Monthly PDF reports sent automatically to each client email on the 1st.
Data pipeline
Marketing and revenue
GA4, Search Console, Google Ads, Meta Ads, ecommerce, payments, email, attribution, funnels, cohorts, and revenue movement.
Sales and operations
HubSpot, Salesforce, Pipedrive, monday.com, Trello, Asana, ClickUp, Jira, Notion, Airtable, support desks, and time trackers.
Product and custom data
App Store, Play Store, Firebase, finance tools, warehouses, error reporting, reputation signals, and Custom API mapping.
AI intelligence
AI suggestions
Plain-English summaries, next-step recommendations, anomaly detection, and predictive forecasting.
SEO opportunities
Crawler checks, rank tracking, competitor gaps, Core Web Vitals, backlinks, and AI content suggestions.
Goal guidance
KPI targets, annotations, automated alerts, and AI notes that explain what to fix next.
PDS Network
Reporting for the same teams building, hosting, and growing WordPress businesses.
Plugins
Run focused WordPress tools.
pdsplugins covers the WordPress and WooCommerce jobs agencies repeat across client sites: cloning, security, performance, forms, search, filters, backups, and automation.
WooCommerce utilitiesSecurity and backupsAgency plugin hub
Themes
Launch polished WordPress starts.
pdsthemes gives teams lightweight native themes, WooCommerce starts, and builder libraries that keep client sites fast before reporting ever begins.
Native themesBuilder packsStore-ready layouts
Hosting
Host the sites you report on.
pdshosting brings managed WordPress hosting, domains, SSL, daily backups, migrations, DNS help, and WooCommerce-ready infrastructure into the same PDS network.
LiteSpeed hostingDaily backupsFree migrations
Start reporting
Connect clients. Report clearly.
Add clients, connect data sources, brand the report, and schedule monthly PDF delivery.
Reporting updates, integration notes, and practical agency reporting tips. No spam.