16
Connected source families
Roadmap
The full reporting system behind pdsreporting.
The product is organized around the same three layers agencies use every month: collect the data, use AI to explain what changed and what to do next, then deliver the branded client report.
3
Reporting plan tiers
1st
Monthly PDF delivery day
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.
Product layers
Built as one reporting stack, not a pile of widgets.
01
Core workspace
Client reporting operations
Organizations, team invites, client workspaces, brand settings, secure report tokens, PDF export, and scheduled email delivery form the operating layer.
Live workflow
02
Source layer
Marketing, sales, operations, revenue, and product data
GA4, Search Console, Google Ads, Meta Ads, ecommerce, payments, CRM, monday.com, Trello, Asana, ClickUp, Jira, Notion, Airtable, email, support, social, finance, app, error, warehouse, and Custom APIs feed the report model.
Connected data
03
AI insight layer
AI suggestions, goals, alerts, and SEO context
Executive summaries, recommended next actions, anomaly detection, forecasting, KPI targets, annotations, Slack/email alerts, crawler checks, rank tracking, Core Web Vitals, competitor benchmarks, and backlinks give reports the story behind the numbers.
Recommended actions
Report templates
Templates for the reports clients ask for most.
Monthly ecommerce performance
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
SEO and content opportunity
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
Paid media and ROAS
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
CRM and pipeline movement
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
Agency retainer overview
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
Project delivery and blockers
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
iOS and Android app growth
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
Custom API executive report
Use the same client branding, connected sources, goals, AI suggestions, summary language, and PDF delivery workflow.
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.