Every stakeholder wants a different answer from the same numbers. You're the one who has to give it to them.
Four people, one you
Not one audience with one question. Four people, arriving from four different places, expecting four different things, and all four of them arrive at you.
To know how their money is doing. Right now, not on the first of the month.
Every question becomes your evening.
The big picture across every account, live, without asking anyone to pull it.
When they ask, someone drops what they're doing.
Problems spotted before the client spots them.
Meetings that exist only to surface what a screen should have shown.
To be left alone to optimise.
Rebuilding the same views and answering the same questions twice.
You're translating between all four, from four different places, in four different formats, and you're the one holding the version that has to be correct.
Nobody else in the agency carries all of them at once.
This page is for you.
You already know these
None of these are workflow problems in the abstract. They're specific afternoons you've had.
First week of the month
The deck takes you the better part of a week. The client skims it in four minutes and asks one question it doesn't answer.
Tuesday, between reports
A question arrives that nothing scheduled covers. Three tabs, two exports and an hour later, you have a number you're only mostly sure of.
11:47pm
You send a screenshot on WhatsApp, because sending a screenshot was genuinely faster than sending the real report.
Two places, two answers
The same metric reads differently in the deck and in the platform. Nobody else notices. You're the one who has to explain the difference.
Since yesterday morning
A campaign has been burning badly for a day and a half. You find it this afternoon, and now the conversation is about why you didn't find it sooner.
Onboarding week
A new client signs, and reporting isn't real for another two weeks. The first impression they get of you is a holding message.
What changes
Not a faster way to do the same assembly work, but a setup where the assembly stops being yours to do.
Live, view-only client dashboards. No login, no access to your ad accounts, and you choose exactly which widgets are on it.
Answers the client
Build the template once; it auto-fills from live data each month. Export to PDF when a client insists on a document, but the document is a byproduct, not the work.
Answers the deck
Meta, TikTok, Snapchat and Google with blended totals. The comparison clients actually want stops being a spreadsheet job.
Answers the founder
The client sees the same numbers the media buyer sees. No version conflict for you to reconcile, and no meeting to establish whose export was right.
Answers the media buyer
Best performers, hook-and-hold retention, and fatigue detection that flags a winning ad decaying before the results do.
Answers the team lead
Fully localized, right-to-left, charts included. Not a translated label sitting on top of a left-to-right layout.
Answers the region
Say which client it is for and the assistant plans a dashboard from what that client has connected. You approve the plan, then it builds, and you can save the layout as a template for the next client.
Build a dashboard for the new client, Tiffin Co.
Here is what I would build:
5.79x
ROAS
5.75x
ROAS
8.60x
ROAS
Spend
26,323
Blended ROAS
6.69x
Revenue
180,138
By age
Your ad platforms and your store stream in continuously. AdFunnl unifies and normalizes them, keeps one live dashboard current, and your client opens it whenever they want to. You are no longer a step in that path.
The internal argument
You can't buy this alone, so here's the line for each person whose agreement you'll need.
The media buyer
Stops rebuilding the same views and stops answering the same question twice. The reporting layer is somebody else's problem again.
The team lead
Sees every account on one screen, so the status meeting stops being a data-gathering exercise and starts being a decision.
The founder
Checks every account live, without pulling anyone off work to assemble it.
Changing campaign status and budgets from inside the dashboard, without opening the ad platform, is live for Meta and TikTok. Snapchat and Google are in progress. Reporting works across every platform today.
No. A live link is view-only and opens one dashboard, and client data is kept apart on the server, by workspace and then by client.
Yes. The client's own logo shows on their dashboard and on their report.
Send a snapshot. It freezes the report exactly as it was when you sent it, so last month's figures cannot move afterwards. The live link keeps updating.
Yes. Any dashboard exports as a clean, paginated PDF, and so does the creative analysis.
Connect their ad platforms and build the dashboard you would send them. If in a week reporting is faster and the client is happier, add the rest. If not, you've lost an afternoon.
