Give clients campaign results they can check anytime with our AI Marketing Agency Reporting Portal. Built with Taskade Genesis, this portal shows every client live KPIs, a running log of work shipped, and clear next steps.
What Is a Marketing Agency Reporting Portal?
A Marketing Agency Reporting Portal is a client-facing workspace for campaign performance. Powered by Projects & Memory, it includes KPI summary blocks, a campaign log, and a next-steps section clients can check any day of the month.
Why Use an AI Reporting Portal?
Reporting should build trust every day, not once a month. This portal delivers:
- KPI Summaries: Headline metrics per channel, always current
- Campaign Log: Every launch, test, and iteration on the record
- Next Steps: What ships next, visible before clients ask
- Automated Refresh: Automations keep numbers current
- AI Summaries: A custom agent drafts monthly recaps
Who Should Use This Portal?
This Reporting Portal helps:
- Marketing Agencies reporting to retainer clients
- SEO & PPC Teams sharing channel results
- Social Media Managers logging published work
- Fractional CMOs briefing stakeholders
- Any Team replacing monthly report decks
How To Deploy This Portal?
- Open Taskade Genesis and describe your channels and KPIs
- Generate the portal with KPI blocks and a campaign log
- Duplicate per client and customize branding
- Turn on refresh automations
- Share the link and retire the monthly deck
Build custom reporting systems with Taskade Genesis. Connect to /generate/dashboards for deeper visuals. Explore the Community Gallery.