C
Web Development

Client Reporting Dashboard for My Marketing Agency

A web-application for a marketing agency to share with clients for service performance reporting.

Completed: June 2, 2025

Key features

Web ApplicationReporting DashboardAI Analysis

Client Reporting Dashboard for My Marketing Agency

My Marketing Agency offers a 'performance reporting' product as apart of their offering, letting clients see exactly where their money is going.

Generating these reports is time-consuming, not scalable, and the reporting experience for clients is not dynamic.

Overview

The Client Reporting Dashboard is an authenticated web-appplication, that lets My Marketing Agency share dashboards with clients to show how their service is performing, including insights and recommendations.

In the front-end, clients are given invite links to a dashboard where they can sign up and login to a dashboard showing their own performance data. This includes a series of graphs, metrics, allowing the client to dig into their own data.

In the back-end, data is stored in a database, and MMA has access to an admin dashboard letting them add & manage clients & data. Insights are powered by an AI integration to provide client-specific, and real-time recommendations.

Key Features

  • Client Invites: MMA can give clients invite links to include in their onboarding, allowing them to create user accounts to access dynamic reports.
  • Authenticated Dashboard: Both admins, and clients are authenticated to keep client information and data protected, while keeping it easy to access.
  • Admin Portal: An admin portal lets MMA create clients, get access links, manage client data to show in the dashboard, and view key reports around users.
  • AI Insights & Recommendations: Data and metrics are used to generate client-facing recommendations and insights based on unique rules based on MMA's knowledge.
  • Detailed Metrics & Graphs: Clients can see detailed dashoards with key metrics, reports that can be filtered by time-period.