Scaling client reporting across your agency
Bright Analytics gives your agency a repeatable approach to client reporting, with room for the detail each account needs. We manage the data pipelines, your analysts shape the model, and account teams deliver reporting built around their clients.
For agency account leads, data teams and directors responsible for reporting across multiple clients.
Every new client adds another reporting workload
Clients expect reporting to be ready when campaigns launch. Behind the scenes, your teams are connecting accounts, checking numbers and fitting another set of requirements into an already busy reporting schedule.
Simple client questions become data requests
A client asks how performance compares with last year. Your account team has to export, combine and check data before answering, taking time away from analysing results and improving campaigns.
Every customisation joins the queue
One client uses a different financial calendar. Another needs fees included in spend or a bespoke conversion definition. A shared data team becomes the bottleneck for changes across every account.
New business means another reporting build
The pitch is won and campaigns are live, but reporting is still catching up. Connections, naming rules, cost calculations and dashboards have to be assembled and checked again.
How do we solve it?
Our marketing analytics platform brings managed data collection, flexible client models and branded reporting together. We configure it around how your account and data teams work, so you can reuse a common reporting approach without forcing every client into the same set of KPIs.
Collect data
Connect client accounts and keep the data flowing
We set up and manage the reporting pipelines for each client. We monitor collection, handle source API changes and flag authentication or availability issues, so account teams know when a source needs attention.
Model data
Give analysts control of each client’s reporting rules
Your analysts maintain KPI definitions, campaign groupings, custom calendars and cost calculations. Reuse the definitions that genuinely apply across clients, then configure the exceptions, including fees, targets and client-specific conversion events.
Report and analyse
Give account teams reporting they can tailor
Build from reusable dashboards and adapt the views to each client. Account teams can customise reporting within their permissions, while changes to underlying definitions stay with the people responsible for the data model.
Serve clients and agency leaders from the same data
Provide branded client reporting with access scoped to the right accounts. Internal teams use the same underlying definitions, while authorised agency leaders get an overview of spend, pacing and comparable KPIs across the client portfolio.
What changes for your team
More time for the client conversation
Account teams can investigate performance in the reporting they already use, with less time assembling exports or waiting for routine dashboard changes.
A repeatable start for new clients
Reuse the reporting structure and adapt it to the new account. Onboarding focuses on access, definitions and client-specific requirements instead of starting from an empty dashboard.
A clearer view across the agency
Leadership can review delivery across accounts, while client teams retain the detail they need. Shared definitions make comparisons easier to explain, with differences between clients kept explicit.
Reporting that feels like your agency’s service
Give clients a reporting experience on your domain, with your branding and the presentation appropriate to each account. A branded, client-isolated environment becomes part of the service you deliver.
Less naming clean-up before reporting
Taxonomy Manager supports client-specific naming rules, controlled values and validation, so account teams and partners can create reportable campaign names at the point of activation.
The same model wherever teams work
Use the Reporting API to connect client tools and data teams, and the MCP server to make the model available to authorised AI assistants. The same definitions and cost calculations travel with the data.
Questions
Can each client see only their own reporting?
Yes. Client access is scoped through client-specific environments and role-based permissions. We agree the access structure during setup, including which agency users need to work across multiple clients.
Can the reporting carry our agency branding?
Yes. The reporting platform can use your agency domain, logos, fonts and colours. We can also configure client-specific branding where you need it.
Which changes can account teams make themselves?
Account teams can tailor dashboard views within their permissions. Analysts manage the underlying metric definitions and data model. We agree responsibilities with your team so routine presentation changes do not all become data-team requests.
Does this work for clients in different sectors?
Yes. Each client can have its own metrics, dimensions, calendars and commercial rules. Agency-wide reporting uses shared definitions where comparisons make sense, rather than treating unlike client KPIs as equivalent.
Can you handle our client-specific fees and cost calculations?
We configure cost logic around the commercial rules you provide, including fees and other adjustments that need to appear in reporting. We agree which figures belong in internal views and which should be visible to clients.
What about naming conventions across clients?
Where naming is part of the problem, Taxonomy Manager can support client-specific conventions, controlled values and validation. We can include that capability in the approach rather than relying on repeated spreadsheet clean-up.
Can clients use their existing BI tools?
Yes. The Reporting API makes modelled data available to tools such as Power BI and Tableau. MCP connections also support AI analysis of the model, with access configured for the intended users and data.
What do you need to onboard a client?
We need access to the relevant data sources, the reporting requirements and KPI definitions, and any budgets, targets, calendars or commercial rules to include. We also agree user permissions and branding. The setup plan depends on those requirements and the availability of the data.
How do you handle client confidentiality and DPAs?
We agree client access boundaries and data-processing requirements during scoping. We can work with your agency’s DPA framework or provide a data processing agreement as part of onboarding.
One reporting platform, tailored to your clients
Managed pipelines, data models your analysts control and reporting branded for your agency. API and MCP connections let client BI tools and your own analysts work with the same underlying data and definitions.