For Marketing Agencies and Fractional CMOs

White Label Client Reporting Dashboards for Marketing Agencies and Fractional CMOs

A custom dashboard for every client.So you can spend your time advising.

Your clients get AI-powered insights. You get the credit.

See every client on one screen, ranked. Give each one a branded dashboard built around the metrics they actually care about, plus their own AI analyst. GA4, Google Ads, Meta, LinkedIn, Mailchimp, and HubSpot connect and refresh on their own. Need a different view? Describe it and it builds it.

1
Conversation to a live client dashboard
9+
Marketing platforms connected
0
Data pulled manually
100%
Your brand, not ours

Every rollout starts with a 30-minute scoping call · White-label included

✦ Every client, every platform, one screen
Brightline Marketing GA4 Meta Google Ads HubSpot +5
Updated 2h ago AI Analyst
Clients live
22
▲ +3 this quarter
Attributed revenue
$1.84M
▲ +14% QoQ
Avg engagement
4.8%
▲ +0.6 pts
Trending down
3
▼ Needs a call
Book revenue and cost per lead
Revenue CPL
Leads by channel, whole book
ClientAttr. revEng.Leads
Harbor Dental Group$142K6.2%184
Summit HVAC$96K4.9%233
Oakline Coffee Co.$38K2.1%61
+ 19 more clients · ranked by attributed revenue
Which clients had engagement drop this month?
AI
3 clients across your book. Two are worth a call this week:
  • Oakline Coffee - Instagram at 2.1%, down from 3.8% after posting dropped by half
  • Pine Ridge Realty - Meta CPL up 41%, two ad sets fatigued

The problem

You market for a living. Reporting shouldn't be a second job.

Most agencies we talk to have already tried to fix reporting once. It usually ends in one of three places.

Every client lives in eight tabs

GA4, Search Console, Meta, LinkedIn, Google Ads, Mailchimp, HubSpot - and every client cares about a different mix. Pulling it by hand for 20 clients is a part-time job nobody is paying you for.

The dashboard you built didn't stick

Looker Studio took weeks to build and breaks when a connector changes. The template tool gave every client the same generic graphs. Either way, clients stopped opening it and you went back to screenshots.

Activity isn't revenue

Impressions and clicks don't answer "is this working?" Clients want engagement and revenue, and when they ask in the meeting you need the answer in the room, not in a follow-up email next week.

Every platform your clients use. One place, refreshed daily.

Connect a client's platforms once and the data lands in one warehouse, automatically. No exports, no copy-paste, no stitching spreadsheets at month end. Because it's all in one place, the AI can answer across platforms - like which channel actually sourced the deals that closed.

Web and search

  • Google Analytics 4
  • Google Search Console

Organic social

  • LinkedIn pages
  • Facebook pages
  • Instagram business

Email and CRM

  • Mailchimp
  • HubSpot

Paid

  • Google Ads
  • Meta Ads
  • LinkedIn Ads

Client on something else? If it has an API, we build it - quoted upfront at a fixed price, then available to every client on your account.

Custom and scalable, at the same time

Every other option makes you pick: custom or scalable. Here you get both.

Template reporting tools scale, but every client gets the same graphs. A DIY build fits one client perfectly and takes a week each. Here you describe a view once, roll it out to every client it fits, then tweak any single client with a sentence.

1Describe the view

Add a page comparing Instagram and LinkedIn engagement rate by month, show which post format performs best, and drop impressions entirely
Built and live, in your client's dashboard
Social Engagement - Harbor Dental Group New page Your brand
Instagram engagement
6.2%
▲ +1.1 pts MoM
LinkedIn engagement
3.9%
▲ +0.4 pts MoM
Best format
Reels
● 2.3x carousel rate
Site sessions from social
1,412
▼ -6% MoM
Engagement rate - last 6 months InstagramLinkedIn
May
Jun
Jul
Aug
Sep
Oct

2Roll it out across your book, then tweak per client

Saved view

Social Engagement

Built once for Harbor Dental. Now a reusable view for every client running organic social.

14 of 22 clients
Summit HVAC "Swap Instagram for Search Console clicks"
Oakline Coffee Co. "Add Mailchimp click rate next to it"
Pine Ridge Realty As is

+ 11 more clients, each in their own branded dashboard

Describe it, don't build it

A page built around one client's funnel. A view that hides the three platforms they never look at. Engagement rate instead of impressions. Plain English in, live dashboard out. No Looker Studio, no support ticket, no widget dragging.

Build once, roll out to the whole book

Every view you build becomes reusable. Push it to every client it fits instead of rebuilding it twenty times. Your 21st client gets a better dashboard than your first one did, on day one.

Still one-of-a-kind for every client

Rolling a view out doesn't flatten your book. Each client keeps their own platforms, metrics, and tweaks, under your logo and colors. White-label is standard on every tier, never an upcharge. Clients never see our name.

An analyst that works both directions

Your client asks why leads dipped in September. You ask which clients' cost per lead jumped this month, across the whole book, ten minutes before your Monday standup. Same AI, both sides of the relationship.

Custom for every client. Built once for all of them.

The revenue math

Reporting is a cost today. Make it the reason clients pay you more.

A live dashboard and an AI analyst change the conversation from "here's what we posted" to "here's what it made you." That changes what you can charge, how many clients you can carry, and how long they stay.

01
Charge more for the clients you already have

A rate conversation is hard when the deliverable is a monthly PDF of impressions. It's a lot easier when the client logs in and sees marketing-attributed revenue climbing on a dashboard built around their business, under your brand.

02
Add a tier instead of discounting

Sell three things instead of one: your core retainer, your retainer plus the live dashboard and AI analyst, or all of it plus a monthly strategy session. The middle tier catches price-sensitive clients before they churn. At the top, a channel-by-channel ROI review with an AI that explains the swings is a real strategy deliverable, and it's a prompt, not a project.

03
Take on more clients, same team

No more logging into eight platforms per client, exporting CSVs, and rebuilding the same report deck twenty times a month. Those hours go back into client work - and that's the difference between growing your book and growing your payroll.

04
Keep clients longer

An agency that sends a report is replaceable. The one that caught the ad set burning $1,800 a month with zero conversions is not. The dashboard puts those catches in front of you every week, and the client sees you finding them. Retention isn't in the calculator below - it quietly multiplies every line in it.

Don't take it on faith. Put your own book in and check it.

Defaults are a typical 20-client book at a small-agency retainer. Change any of it to match yours.

Your book today

Start here - your current client count and average monthly retainer.

How your book adopts
These clients pay 2.25x their current retainer for the dashboard plus a monthly strategy layer.
These clients keep their current retainer and add the dashboard tier at 1.25x.
Remaining clients stay on their current retainer - nobody churns in this model.
Strategy + dashboard adds up to more than 100% of your book - reduce one of the sliders above.
Fixed assumptions: strategy-tier clients pay 2.25x their current retainer, dashboard-only clients pay 1.25x. Automating platform pulls and report prep saves 2.5 hours per client per month across your whole book; those hours convert into new strategy-tier clients at 9 hours to onboard and serve each one. Pineapple Analyst's cost applies only to clients actually on the platform, priced at its live volume rate.
Your revenue today20 clients x $3,000
$60,000/mo
Clients who move to the strategy tier6 clients at 2.25x
+$40,500/mo
Clients who add the dashboard tier10 clients at 1.25x
+$37,500/mo
Clients unchanged4 clients at current rate
$12,000/mo
New clients from freed-up hours5.6 clients at strategy-tier pricing
+$37,500/mo
What Pineapple Analyst costs you22 paying clients at $77/mo
-$1,660/mo
Your revenue, net of tool cost
$125,840/mo
2.10x
Where you are now

This is an illustrative model built from the assumptions listed above, not a guarantee of results. Your numbers will depend on your client mix, how you package the offer, and how efficiently freed-up hours convert into new client capacity. Retention is deliberately left out of the math - it lengthens the lifetime value of every line above.

Pineapple Analyst vs. the alternatives

Templates scale. Custom builds fit. Everything else makes you choose.

Agency reporting tools give every client the same template. Looker Studio gives you a blank canvas and a week of work per client. Native platform reporting only sees its own data. AI chat with a connector lives inside your own session. Here's how each handles the work an agency actually does.

What you need
Custom and scalable
Pineapple Analyst
Built for agencies and fractional CMOs
Agency reporting tools
Agency Analytics, Choozle, and similar
Looker Studio / DIY BI
Build it yourself
Native platform reporting
HubSpot, GA4, Meta, each on its own
AI chat + connectors
A connector inside your own session
A custom view for each client Describe it in plain English - built and live in that client's dashboard Widgets you rearrange inside a fixed template structure Fully custom, and fully built by hand, one client at a time Limited to each platform's own report builder A chat reply, not a view you can publish
Build once, reuse across the book Roll a view out to every client it fits, tweak any one with a sentence Templates copy over, but every copy looks the same Copy the report, re-point every data source, fix what breaks Rebuilt inside each client's account Nothing to roll out
Every client ranked on one screen Sort the whole book by revenue, engagement, or CPL - or just ask the AI Account overviews, limited to the metrics the template tracks Possible if you build and maintain the blended model yourself One platform, one client account at a time One session, nothing that rolls up
Every platform in one place Web, search, social, email, CRM, and paid in one warehouse, refreshed daily Many integrations, mostly reported side by side Yes, if you build every blend and join Only its own data One connector at a time
Show revenue, not just activity HubSpot deals tied back to the channels that sourced them Strongest on channel activity metrics Only if you model attribution yourself HubSpot can, but only inside HubSpot Ad hoc, every time you ask
Let clients ask their own questions Each client gets their own AI analyst - and so do you, before every call Clients view reports; the analysis still comes from you No conversational layer Only inside each tool, with that tool's login You can ask. Your client can't
Your brand in front of the client Fully white-labeled, included at every tier Available, often tied to higher plans Limited - clients see Google's chrome and login The platform's brand, not yours The AI vendor's brand, not yours
Do it without a data person Connect the platforms, or hand us the list and we set it up for you Quick start, then hours tuning widgets per client Weeks to build, ongoing upkeep when connectors change Nothing to set up, and nothing to combine Easy for you, real engineering to make client-facing

Scroll the table sideways to compare →

None of these are bad tools. Agency reporting tools are fast to start. Looker Studio is powerful in patient hands. Native reporting is great inside its own platform. AI chat is a genuinely useful personal workflow. But you market for a living - you shouldn't have to choose between a dashboard every client gets and a dashboard each client actually wants.

What agencies and fractional CMOs ask us

Everything you need to know before getting started.

Pineapple Analyst is a white-label client reporting platform for marketing agencies and fractional CMOs. It connects each client's marketing platforms - GA4, Search Console, social pages, Mailchimp, HubSpot, and ad accounts - into one place, gives every client a branded dashboard and their own AI analyst, and gives you every client ranked on one screen. Dashboards are customized by describing what you want in plain English, then rolled out to every client they fit.

Google Analytics 4, Google Search Console, LinkedIn pages, Facebook and Instagram business pages, Mailchimp, HubSpot, Google Ads, Meta Ads, and LinkedIn Ads, plus Google Sheets for anything a client tracks in a spreadsheet. If a client runs on something else and it has an API, we build the connector, quote it upfront as a fixed price, and once it's built it's available for every client on your account.

Every client can get something different, without you building anything. Templates are a starting point. Describe the page you want - engagement rate instead of impressions, one client's funnel from first touch to closed deal, a view that hides the platforms they don't use - and it gets built. Then save it and roll it out to every client it fits, and tweak any single client with another sentence. That's the part template tools and DIY builds can't do at the same time: custom per client and scalable across the book.

One conversation. Once a client's platforms are connected, you tell the AI what that client cares about and their dashboard plus AI analyst are built and live - no configuration, no widget dragging, no data pulled by hand. Rolling out a 20-client book is an afternoon, not a quarter, and we do that first rollout with you instead of handing you a list.

Yes. Because every platform lands in one place, HubSpot deals and pipeline sit next to the channels that sourced them. That means marketing-attributed revenue, cost per qualified lead, and channel ROI on one page, and an AI that can answer "which channel actually drove the deals we closed last quarter?" The quality of the answer depends on how well the client's HubSpot tracks source, and we'll flag that on your scoping call.

Agency reporting tools are quick to start, but customization stops at rearranging widgets inside a template, so every client ends up looking the same. Looker Studio can do anything, but you build and maintain every report by hand, client by client. HubSpot reporting only sees HubSpot. Pineapple Analyst gives each client a custom dashboard you describe in plain English, rolls it out across your whole book, combines every platform in one place, and adds an AI analyst your client can talk to - all under your brand.

Four levers. Raise rates on existing clients, because a live dashboard showing revenue is a different deliverable than a monthly PDF. Add a middle tier for price-sensitive clients instead of discounting. Carry more clients with the same team, since nobody is pulling reports by hand. And keep clients longer, because the one who catches the wasted ad spend is hard to replace. Run the numbers against your own book in the calculator higher up this page - every assumption is visible.

Fair question. The AI analyst answers from your client's connected data only - it isn't guessing from general knowledge. It's built for the routine "what happened and why" questions, not to replace your judgment on strategy. You control what's published, you see the same dashboard your client sees, and you can turn the client-facing analyst off for any client.

No. Every rollout starts with a 30-minute scoping call, then we build the views your agency reports on, connect your clients' platforms, train your team, and roll clients out in batches. After that, adding a client is one conversation. The onboarding investment is one time and covers your whole book, including clients you add later. Book 30 minutes and we'll scope it against your actual client list.

Fully white label, included at every tier rather than sold as an add-on. Your logo, your colors, your agency's name. Clients experience a reporting product you delivered, not a third-party tool they were handed a login to. They never see our name.

None. Clients log in, see their dashboard, and ask the AI questions in plain English. No filters to learn, no training on their end.

The subscription is per client, and the per-client rate drops as your book grows. Most agencies add a margin and bundle it into their retainer, so it's a revenue line, not an expense. There's a one-time onboarding investment on top, quoted upfront on your scoping call, that covers your whole book rather than being charged per client. See full pricing details.

Yes. Data is encrypted in transit and at rest, each client gets their own isolated data warehouse, and tenant isolation is enforced at three independent layers. Your data is never used to train AI models. Full detail is on our security page.

Every client. Every platform. One screen.

A custom dashboard for every client. More of your time spent advising.

Book 30 minutes and we'll scope a rollout against your actual book - what gets built, what it costs, and how fast your clients go live.

30-minute scoping call · 9+ marketing platforms · White-label included