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Automated Marketing Reporting

Umbrella is the marketing analytics dashboard built for agencies and in-house teams who need accurate, on-time reporting across every channel their clients care about. Connect your clients’ SEO, PPC, social media, video, CRM and AI referral data into one centralised reporting platform and replace hours of manual data pulls with automated reports that run on schedule, look polished and tell the right performance story every time. Umbrella is not just a reporting tool. It is the single source of truth that keeps your agency ahead of the data, ahead of client expectations and ahead of a marketing landscape that is changing faster than any spreadsheet can keep up with.

Our Reporting Services

  • AI Reporting

    Search has changed. Your customers are not just using Google anymore. They are asking ChatGPT which agency to hire, asking Perplexity which software to use and getting answers from Gemini, Claude, Copilot, Grok and every major AI platform before they ever visit a website. Umbrella’s AI reporting tracks your brand’s referral presence across all of them inside GA4 so you always know exactly how much traffic AI is sending you, which pages are being cited and whether that audience converts.

  • SEO Reporting

    Automated SEO reports that show what is actually working, built for agencies who need results. Umbrella connects directly to Google Search Console and Bing Webmaster Tools to pull keyword rankings, impressions, click through rates and crawl data into scheduled branded reports. Stop rebuilding the same SEO dashboard every month and start delivering consistent insight that clients understand and act on.

  • PPC Reporting

    Paid media performance reporting that goes beyond cost and clicks. Umbrella pulls campaign, ad group and keyword level data from Google Ads, Microsoft Ads and other paid platforms into automated PPC reports that show spend, impressions, conversions, cost per acquisition and return on ad spend in one clean view. Give clients the paid performance clarity they need without spending half your week in spreadsheets.

  • Social Media Reporting

    Automated social media reporting across every major platform your clients publish on. Umbrella connects to Meta, Instagram, LinkedIn, TikTok and more to surface reach, engagement, follower growth, post performance and paid social metrics in scheduled branded reports. Separate organic from paid, compare platform performance and deliver the social analytics that prove the value of your content strategy.

  • Video Analytics Reporting

    Automated video performance reporting for YouTube and Vimeo. Track views, watch time, impressions, click through rate, audience retention and embedded domain performance in scheduled reports built from live API data. Whether you manage one channel or a portfolio of client video accounts, Umbrella automates the data collection and report delivery so your team focuses on strategy rather than admin.

  • CRM Reporting

    Connect your CRM data to your marketing analytics dashboard and close the loop between marketing activity and revenue outcomes. Umbrella integrates with leading CRM platforms to surface lead volume, pipeline contribution, deal velocity and customer acquisition data alongside your SEO, PPC and social metrics. Give leadership and clients the full funnel view that proves marketing’s commercial impact. Get a better grasp on your business with our CRM Automated Reporting

Why Choose Umbrella?

Quality & Design

Every report Umbrella produces is built to impress. White label branding, custom colour schemes and professionally formatted layouts mean your agency delivers reports that look like they were designed by a dedicated creative team, not pulled from a default dashboard. Quality of presentation is not a nice to have. It is how agencies demonstrate the value of their work before a client has read a single number.

Affordability

Enterprise grade marketing analytics reporting does not have to come with enterprise pricing. Umbrella is built to give agencies of every size access to the automation, integrations and white label reporting quality that used to require a bespoke data engineering investment. Predictable pricing, no hidden costs and a free trial mean you can see the value before you commit.

Reliability

Your clients’ reports run on time, every time. Umbrella’s automated reporting infrastructure is built for the production demands of busy agencies where missed or delayed reports damage client relationships. Scheduled delivery, consistent data connections and proactive monitoring mean you never have to apologise for a late report or a broken dashboard again.

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Marketing Analytics Dashboards for Agencies

Modern agency reporting is broken. Client data lives across dozens of disconnected platforms. Google Analytics sits in one tab, Google Search Console in another, the Meta Ads account in a third and the YouTube Studio dashboard somewhere else entirely. Every month, someone on your team spends days logging into each platform, downloading exports, reconciling numbers that do not match, building slides that are already out of date by the time the client reads them and starting the whole process again the following month. This is not reporting. This is data juggling and it is costing your agency time, money and the mental bandwidth that should be going into strategy.

Umbrella changes this entirely. As a centralised marketing analytics dashboard, Umbrella connects directly to the APIs of every platform your clients use and pulls their performance data into one automated reporting environment. Google Search Console, Google Ads, Meta, Instagram, LinkedIn, YouTube, Vimeo, GA4 AI referral sources including ChatGPT, Gemini, Claude, Perplexity, Grok, Copilot, Mistral, DeepSeek and Meta AI, and your clients’ CRM data all flow into Umbrella automatically. No manual exports. No spreadsheet reconciliation. No rebuilding the same report from scratch every month.

What makes Umbrella different from a generic business intelligence tool or a standalone channel dashboard is that it is built specifically for the way marketing agencies operate. You manage multiple clients, each with different platform mixes, different reporting cadences and different stakeholder audiences who need different levels of data detail. Umbrella’s white label reporting infrastructure supports all of this natively. Configure each client’s report with their branding, choose the metrics and channels most relevant to their goals and set the delivery schedule that works for their review cycle. Then let Umbrella run it automatically while your team focuses on the analysis and strategy that clients actually pay for.

The AI referral reporting dimension of Umbrella’s marketing analytics dashboard is particularly important right now. The way people discover brands, services and agencies has fundamentally shifted. A growing proportion of purchase research, vendor comparison and service discovery is happening inside AI chat interfaces rather than through traditional Google search. When a prospect asks ChatGPT to recommend a digital marketing agency, asks Perplexity which reporting tool their industry peers use or asks Gemini to explain the difference between two competing services, the brands that appear in those AI generated responses are winning awareness that does not show up in traditional SEO rank trackers or paid media dashboards. Umbrella is the only reporting platform that tracks this AI referral visibility systematically, measuring which AI platforms are sending traffic to your website, which pages they are citing and what quality of audience they are delivering, all within GA4 and delivered as automated reports alongside your SEO, PPC and social data.

One Platform. Every Channel. Zero Manual Reporting.

For agencies, the commercial case for a centralised marketing analytics dashboard is straightforward. The time saved on manual reporting is measurable and significant. Agencies using Umbrella consistently recover multiple hours per client per month that were previously consumed by data collection and report formatting. At agency billing rates, that recovered time represents a material improvement in profitability per client. The quality improvement in client reporting is equally measurable. Clients who receive consistent, well presented, on time reports that cover all their channels in one document are more likely to renew, more likely to expand their engagement and more likely to refer new clients than those who receive inconsistent, delayed or channel fragmented reporting.

What is a marketing analytics dashboard and how is Umbrella different from other options?

A marketing analytics dashboard is a centralised platform that pulls performance data from multiple marketing channels and presents it in a unified view for analysis and reporting. Most marketing dashboards are designed for internal data exploration by analysts who are comfortable building their own views. Umbrella is designed specifically for agency client reporting, which means it goes beyond data visualisation to automate the entire reporting workflow including data collection, report formatting, white label branding and scheduled delivery. While tools like Looker Studio or Power BI require significant setup and maintenance investment to produce client ready reports, Umbrella produces professionally formatted branded reports automatically from connected API data with minimal configuration and no ongoing technical maintenance.

Which platforms and channels does Umbrella connect to for automated reporting?

Umbrella connects to a comprehensive range of marketing platforms across every major channel category. For SEO reporting, Umbrella connects to Google Search Console and Bing Webmaster Tools. For PPC reporting, connections include Google Ads and Microsoft Ads. For social media reporting, Umbrella connects to Meta, Instagram, LinkedIn, TikTok and other major social platforms. For video analytics reporting, connections cover YouTube via the YouTube Data API v3 and Vimeo via the Vimeo API. For AI referral reporting, Umbrella tracks GA4 referral sessions from ChatGPT, Claude, Gemini, DeepSeek, Perplexity, Microsoft Copilot, Mistral, Meta AI and Grok. CRM integrations bring pipeline and revenue data into the same reporting workspace. All connections pull data automatically on the configured schedule so reports always reflect the latest available performance data from every connected platform.

Can Umbrella produce white label reports for multiple clients simultaneously?

Yes. White label reporting is a core feature of Umbrella’s platform rather than an add on. Each client account within Umbrella can be configured with its own branding including logo, colour scheme and custom report formatting so every report delivered to that client carries the agency’s or the client’s brand identity rather than Umbrella’s. Reports for multiple clients run simultaneously on their individual configured schedules and are delivered automatically to the relevant stakeholder distribution lists without any manual intervention from the agency team. This makes Umbrella the practical reporting infrastructure for agencies managing ten clients or a hundred.

How does Umbrella track AI referral traffic within a marketing analytics dashboard?

Umbrella connects to GA4 properties and automatically identifies and segments sessions attributed to AI platform referral sources including ChatGPT via openai.com and chatgpt.com, Claude via claude.ai, Gemini via gemini.google.com, Perplexity via perplexity.ai, Microsoft Copilot via copilot.microsoft.com, Mistral via chat.mistral.ai, DeepSeek via chat.deepseek.com, Meta AI via ai.meta.com and Grok via grok.com and x.com. Each AI platform is tracked as a distinct channel within the reporting workspace. Reports surface session volume, new user rate, landing pages earning AI citations, engagement quality metrics and conversion events attributed to each AI referral source, giving agencies and clients a complete view of how AI search visibility is contributing to website acquisition alongside traditional SEO and paid media channels.

Is Umbrella suitable for in-house marketing teams as well as agencies?

Yes. While Umbrella is built with agency reporting workflows as the primary use case, its marketing analytics dashboard capabilities are equally well suited to in-house marketing teams managing reporting across multiple brands, regions or business units within a single organisation. In-house teams benefit from the same automated data collection, scheduled report delivery and cross channel consolidation that agencies use for client reporting. The white label feature allows in-house teams to produce reports branded to their company or individual brand units, and the multi account workspace structure supports the kind of parallel reporting management that complex in-house marketing programmes require.

How quickly can an agency get started with Umbrella?

Umbrella is designed for fast onboarding. If you have existing data, we have the dashboards. Connecting the first client accounts and configuring automated reports typically takes less than a couple of minutes per client for standard channel combinations. API connections are authenticated through standard OAuth flows that do not require technical development work, and report templates are pre-configured for each supported platform so agencies are not building from scratch. A free trial with no credit card required gives agencies the opportunity to connect real client data, see the automated reporting output and evaluate the platform against their existing reporting workflow before making any commitment.

What makes Umbrella's reporting better than building dashboards in Looker Studio or Power BI?

Looker Studio and Power BI are powerful data visualisation tools that require significant technical investment to set up, maintain and style to a client ready standard. They are designed for data analysts building exploratory dashboards rather than for agencies producing consistent branded performance reports at scale across a client portfolio. Umbrella is purpose built for the agency reporting use case, which means it handles the entire workflow from data connection through to styled branded report delivery without requiring a data engineer, a designer or ongoing dashboard maintenance. For agencies whose primary reporting need is consistent, accurate, on time client reports rather than flexible internal data exploration, Umbrella delivers a significantly better outcome at a fraction of the operational cost.