client-report

Generate white-labeled client performance reports by providing the brand slug, report type, date range, delivery channel, and comparison period to automatically format KPI scorecards and campaign highlights for QBRs. The system handles formatting, target comparisons, and agency-voice branding for external delivery.

Yes, client reporting automates KPI comparisons against targets, prior periods, and year-over-year data. The report computes actuals versus targets and diagnoses underperformance with root causes, providing a comprehensive comparison for your specified date range.

Prevent sensitive data exposure during client report delivery by using the built-in approval gate. The workflow enforces an explicit checkpoint before sending externally via Slack, email, or Google Sheets, ensuring only approved, white-labeled artifacts reach the client.

Format marketing analytics for different delivery channels by specifying Slack, email, or Google Sheets during report generation. The system automatically structures KPI scorecards, channel breakdowns, and campaign highlights to match the selected external delivery method.

Yes, you need to load brand and agency context before generating a white-label marketing report. This ensures the output applies the correct branding, voice, and disclaimers while computing KPI actuals for the specified brand slug and date range.

You can use this for weekly pulse, monthly review, and QBR scenarios. The system accommodates various reporting frequencies by computing KPI actuals versus targets and selected comparison periods, formatting the output for controlled external delivery.