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Automated Client Reporting

Client reporting isn’t just busywork, it’s the critical link between your agency’s performance and client satisfaction. Yet, for many marketing agencies, creating, customizing, and distributing reports consumes valuable time, strains resources, and detracts from strategic work that could drive growth. Umbrella Reporting is the specialized client reporting software designed for marketing agencies, empowering you to deliver insightful, professional reports efficiently, prove ROI effortlessly, and ultimately, strengthen client relationships.

 

Umbrella Reporting is built for agencies. We understand the unique challenges you face: proving return on investment (ROI), retaining clients in a competitive landscape, demonstrating value consistently, and managing the sheer volume of data across multiple clients and campaigns. Our platform is specifically engineered to streamline your reporting workflow, automate the mundane, surface actionable insights, and deliver client-ready reports that speak volumes.

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Client Reporting

Move to an Automated Client Reporting Solution

Client Reporting

No Time Sink

Save hours normlly spent manually pulling data from various tools, creating templates, formatting reports, and scheduling client meetings.

Client Reporting

Retain Non-Billable Costs

Gain back valuable team hours sunk into report creation that could be spent on strategic planning, campaign optimization, or acquiring new clients.

Client Reporting

Consistent Quality

Ensure every report meets the same high standard across different team members and clients with a standardized template with your colors and branding.

Client Reporting

No more Client Confusion

Clients may struggle to understand complex data, leading to misaligned expectations or missed opportunities to highlight successes. With Umbrella, our UX and UI are built around ease of use and understanding.

Client Reporting

Avoid Reporting Chaos

Juggling multiple spreadsheets, disconnected data sources, and manual processes creates a reporting nightmare. Our platform connects directly into popular reporting APIs like Google, Meta, LinkedIn, Reddit, Snapchat nd more.

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No Credit Card Required

Client Reporting for Agencies

Umbrella’s Automated Client Reporting tackles all of the above common issues, transforming client reporting from a necessary evil into a strategic advantage:

  • Prove ROI
  • Retain Clients
  • Eliminate Reporting Chaos

Umbrella equips marketing agencies with the tools they need to excel in client reporting. Our platform is designed to:

  • Automate the Busywork: Say goodbye to manual data gathering and report formatting. Umbrella handles the heavy lifting, freeing your team to focus on strategy and client engagement.
  • Surface Insights Faster: Leverage powerful analytics and AI capabilities to quickly identify trends, opportunities, and potential issues within your client’s data.
  • Deliver Client-Ready Reports Instantly: Generate professional, branded reports tailored to your clients’ needs, all within minutes, not hours or days.

The Power of Umbrella Reporting

Our clients are experiencing measurable improvements since adopting Umbrella Reporting:

  • 75% Less Time Spent Building Reports: Stop wasting hours on repetitive tasks. Umbrella’s automation frees up your valuable team hours. (Source: Umbrella Reporting Client Feedback)
  • $78,000+ in Non-Billable Costs Saved Every Year: Every minute saved translates to potential billable time or strategic focus. (Source: Umbrella Reporting Client Impact Data)
  • 1 Place for Every Client Report: Consolidate all your client reporting, data, and communication in one secure, easy-to-use platform.

Agency-Focused Features

Umbrella is a comprehensive suite built for agency success. Our features are designed to make your life easier and your client relationships stronger:

1. Client Relationship Management Tools: Lead with Confidence

  • Lead Client Meetings with Data: Equip your team for high-stakes renewals and strategy sessions. Umbrella provides easy access to industry benchmarks, historical performance, and predictive forecasting, allowing you to back up your recommendations with solid data.
  • Easily Onboard and Manage Clients: Stop rebuilding reports and proposals for every new client. Leverage our agency-ready templates for SEO, PPC, social media, and more. Customize once, reuse at scale, delivering consistent, professional reporting from day one.

2. Streamlined Client Access and Communication

  • Branded Client Portal: Give clients their own secure, branded dashboard. Replace constant “status check” calls and emails with a 24/7 portal where clients can access real-time performance data, task lists, and on-demand reports tailored just for them.
  • Simplify Reporting to Show Impact: Turn reporting into a reason clients stay. Create and share clear, professional, easily understandable reports, without complex BI tools or manual effort, keeping conversations focused on results and strengthening relationships.

3. Seamless Integration Across Your Marketing Stack

  • Connect Your Marketing Integrations: Umbrella seamlessly connects to the tools you use daily. Access data from:
    • Google Search Console: Track visibility and performance.
    • Active Campaign / HubSpot / Salesforce: Sync CRM data and track engagement.
    • LinkedIn / Facebook / Instagram: Monitor social performance.
    • Google AdWords / Google Ads: Pull campaign data and costs.
    • Google Analytics (GA4, Universal): Centralize web data.
    • Shopify: Sync e-commerce performance metrics.
    • Google Business Profile: Track local presence.
    • (See the full list in the Integrations section)

Acquire, Onboard, and Serve Clients Efficiently

Acquire and onboard clients faster: Our pre-built templates and client portal significantly shorten the onboarding timeline for new clients across all service lines.

Speed Up Client Onboarding: Deliver polished, professional, client-ready reports from the start, building trust and demonstrating expertise immediately.

Deliver Clear, Professional Reporting Without Complexity: Create reports clients understand and appreciate, enhancing their perception of your agency’s value.

Strengthen Client Relationships: Provide consistent, insightful, and easily accessible reporting that keeps clients informed and satisfied, reducing churn and increasing lifetime value.

Why Choose Us?

  • Cheaper: Not because we’re bad, but because we’re not price hikers
  • Specialized for Agencies: We understand agency workflows, challenges, and reporting needs like no other platform.
  • True Automation: Set the schedule, let us generate and automate data collection and basic analysis, clik a button to send.
  • Actionable Insights: Get the intelligence you need to make better decisions for your clients. We dont just report, we notice patterns that can give you early warnings
  • Powerful Integration: Connect easily with your existing marketing tools to create a unified view.
  • Scalable: Grow your agency and your reporting needs without increasing overhead.
  • Focus on What Matters: Free up your team from administrative tasks to focus on delivering exceptional results.

See Umbrella Reporting in Action

Ready to experience a better way to do monthly client reporting?

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