9 Best Marketing Agency Reporting Tools in 2027

Most marketing agency reporting tools are built to do the same core job: pull data from Google Ads, Meta, GA4, and other platforms into a single branded report, so nobody has to build it by hand every month. Where they differ is in how they price, how much setup they require, and how far their data goes beyond clicks and conversions.

The best marketing agency reporting tools are WhatConverts, AgencyAnalytics, DashThis, Data Studio, Whatagraph, Databox, Swydo, ReportGarden, and TapClicks. WhatConverts is the best option for agencies that need to report on lead quality and revenue. AgencyAnalytics and DashThis are the most popular dashboard tools for small and midsize agencies, while Whatagraph and TapClicks fit larger teams with heavier data needs.

In this guide, we'll compare all nine tools on:

• What data each tool reports on and where that data comes from
• Pricing structure and how costs change as client count grows
• White label and client access options
• Whether each tool works with WhatConverts lead and revenue data

How We Evaluated These Tools

We compared each platform on six factors that matter most to agencies reporting to clients:

• Data source: Whether the tool pulls metrics from other platforms or captures lead data itself
• Reporting depth: How far reports can go past ad and traffic metrics into lead quality, quote value, and revenue
• Pricing model: Whether costs scale by client, dashboard, or data source, and what that means as an agency grows
• White label and client access: Custom branding, custom domains, and client logins, plus the plan level where each starts
• Integrations: Which ad, analytics, and call tracking platforms connect natively, including WhatConverts
• Usability: Ease of setup and day-to-day use, per third-party review site G2

The 9 Best Marketing Agency Reporting Tools Compared

Below is a side-by-side look at all nine tools. Ratings reflect the most recent reports from third-party review site G2.

All prices are monthly rates without annual discounts unless noted.

Two Types of Marketing Reporting Tools: Data Aggregators vs. Data Capturers

Marketing reporting tools fall into two groups, and the difference determines what an agency can prove to a client.

Data aggregators pull metrics from platforms where the data already lives, like Google Ads, Meta, and GA4, then combine them into dashboards and scheduled reports. Eight of the nine tools on this list are aggregators. They're built for speed, presentation, and channel coverage, but they can only report what their source platforms record, which usually stops at clicks, sessions, and conversion counts.

Data capturers record lead data themselves: every call, form, and chat, along with its source, campaign, keyword, and landing page. Because the lead record lives in the capturer, agencies can qualify each lead, attach quote and sales values, and drill into individual leads when a client asks where the numbers came from.

Most agencies use one of each. The capturer produces lead quality and revenue data, and the aggregator places that data next to ad spend and traffic metrics in a client-ready dashboard. That's why we note which aggregators integrate with WhatConverts in every review below.

1. WhatConverts (4.9/5): Best Marketing Reporting Tool for Lead and Revenue Attribution

WhatConverts is a lead tracking and reporting platform that captures the data other reporting tools can only summarize. It tracks calls, forms, chats, and e-commerce transactions back to the campaign, keyword, and landing page that produced them, then lets agencies qualify each lead and attach a quote or sales value.

Reports can then measure campaigns by qualified leads and revenue, not just conversion counts.

Because every report is built on individual lead records, agencies can click from any number in a report down to the specific leads behind it. That makes it the strongest option on this list for answering the client question every agency hears: "Are these actually good leads?"

On G2, reviewers give it 9.2 for Ease of Use, 9.1 for Ease of Setup, and 9.8 for Quality of Support.

Key Features

• Lead-level reporting: Every report draws on 70+ data points per lead, including source, campaign, keyword, landing page, requested service, quotable status, and quote and sales value.
• Pre-built report templates: Templated reports like the Summary Report, Leads by Keyword, Leads by Landing Page, and Leads by Requested Service are included on every plan; all pre-built reports can measure marketing by total leads, qualified (quotable) leads, quote value, or sales value.
• Report Builder: Custom reports across any combination of data points, such as “cost per quotable lead by campaign” or “quote value by keyword and landing page.”
• Interactive drill-down: Clients and account managers can open the individual lead prospects behind any metric to verify lead quality on the spot.
• AI Lead Analysis: Available on every transcribed call lead on every plan, summarizing the call and flagging buyer intent, so marketers can qualify leads without listening to calls.
• Lead Intelligence (Elite): Rules that automatically qualify, score, and value leads before they reach a report.
• Scheduled reports and client access: Automatic email delivery on a set schedule, plus client logins to a white-labeled dashboard on a custom domain.
• Reporting tool integrations: Native integrations with AgencyAnalytics, Data Studio, Whatagraph, ReportGarden, and TapClicks send lead and revenue data into multi-channel dashboards.

Drawbacks

WhatConverts reports on the leads it captures and the marketing that produced them. It isn't built to be an agency's only dashboard:

• No social or engagement metrics: It doesn't pull keyword rankings, site audits, organic social engagement, or email campaign metrics. Agencies that report on those channels will pair it with one of the aggregators below.
• Reporting depth depends on plan level: Report Builder and scheduled reports start on Pro plans, and Lead Intelligence requires Elite.

Pricing

Each WhatConverts plan has one flat monthly fee plus usage, with integrations included. White labeling is a $50/mo add-on. Individual plans cover one account, while Agency plans cover unlimited client accounts at one price.

Key pricing considerations:

• 14-day free trial on every plan, with no sales call required
• Agency plans cost the same at 10 clients or 100
• No separate fees for integrations
• No account fees for HIPAA compliance on the plans that include them

2. AgencyAnalytics (4.7/5): Best for Multi-Channel Client Dashboards With Built-In SEO Tools

AgencyAnalytics is a client reporting platform built specifically for marketing agencies. It connects to 90+ marketing platforms and combines their data into white-labeled dashboards and scheduled reports, with a client portal included for every account.

AgencyAnalytics replaced its tiered plans with a single Core plan billed per client. Every feature is now included at every client count, which makes the price easy to forecast but means costs rise in a straight line as an agency adds clients.

On G2, reviewers give it 9.3 for Ease of Use, 9.2 for Ease of Setup, and 9.6 for Quality of Support.

Key Features

• 90+ native integrations: Covers paid search, paid social, SEO, local listings, e-commerce, email, and call tracking, with unlimited data sources per client.
• Full white label on every plan: Custom logo, color scheme, domain, and email, plus a branded client portal with unlimited client users.
• Report automation: Scheduled reports, report approvals, roll-up reports across clients, and version history.
• AI and monitoring tools: AI summaries, Ask AI, goal tracking, alerts, anomaly detection, benchmarks, and trend forecasting are all included.
• Agency billing tools: Agency markup lets agencies show ad spend in reports at the rate they bill clients.
• WhatConverts integration: Native. Agencies can add WhatConverts lead data, including leads by type, quotable leads, and quote and sales value, to AgencyAnalytics dashboards. Get more detail on the AgencyAnalytics integration here.

Drawbacks

• Per-client pricing adds up for lean accounts: A client with one or two channels costs the same as a client with ten, so agencies with many small retainers pay a full rate for a fraction of the platform.
• SEO tools cost extra: Rank tracking and AI search visibility tracking are paid add-ons on top of the per-client rate.
• Reports stop at the metrics source platforms provide: Like every aggregator, it can't qualify individual leads or attach revenue to them without a lead tracking integration.

Pricing

AgencyAnalytics has one self-serve plan, priced per client, plus volume pricing for larger agencies.

Key pricing considerations:

• 14-day free trial, no credit card required
• Annual billing saves 20% but requires a one-year commitment
• No charges per user, integration, or report

3. DashThis (4.7/5): Best for Template-Based Cross-Channel Dashboards

DashThis is a dashboard reporting tool built around ease of use. Agencies pick a preset template, connect their data sources, and have a branded client dashboard ready in minutes, with no technical setup or report design skills required.

DashThis prices by dashboard and data source rather than by client. Most agencies build one dashboard per client, so in practice a plan's dashboard limit works as a client limit.

On G2, reviewers give it 9.0 for Ease of Use, 8.8 for Ease of Setup, and 9.6 for Quality of Support.

Key Features

• Preset templates: Dozens of pre-built dashboards for PPC, SEO, social, e-commerce, and Google Analytics reporting.
• White label on every plan: Custom logo, color themes, custom domain, and custom sender email, with all DashThis branding removed.
• Data blending and calculated widgets: Combine metrics from several platforms, like total ad spend across Google Ads and Meta, into a single number.
• Agency markup: Add a management fee percentage to cost widgets so reports show what the client actually pays.
• AI Insights: Every plan includes automated summaries, wins, issues, and opportunities; a chat-based Pro version is a paid add-on.
• Automated delivery: Scheduled email dispatch, link sharing, and PDF export.
• WhatConverts integration: None. DashThis doesn't offer a native WhatConverts integration and doesn't connect through Zapier, so WhatConverts lead and revenue data can't flow into DashThis dashboards automatically.

Drawbacks

• Two limits to manage: Each plan caps both dashboards and connected data sources, so a client with many ad accounts and properties can push an agency into a higher tier before it runs out of dashboards.
• Limited customization at the high end: The simplicity that makes setup fast also limits how far agencies can customize layouts and calculations.
• No client portal: Clients receive dashboards by link, email, or PDF rather than logging in to a branded portal.

Pricing

As of March 2026, DashThis plans include a set number of dashboards and data sources. Every plan includes unlimited users and integrations.

Key pricing considerations:

• 14-day free trial with up to 10 dashboards
• AI Insights Pro is an add-on at $19/mo, or $15/mo billed yearly
• 30% discount for nonprofits

4. Data Studio (Formerly Looker Studio) (4.4/5): Best Free Tool for Custom Reports on Google Data

Data Studio is Google's free report and dashboard builder. Google renamed it from Looker Studio back to its original name in April 2026; existing reports, data sources, and share links carried over automatically.

It connects natively to Google Ads, Google Analytics, Search Console, Google Sheets, and BigQuery, which makes it a natural fit for agencies whose clients run mostly on Google. Everything outside Google's ecosystem connects through partner connectors, many of which carry their own subscription fees.

On G2, reviewers give it 8.2 for Ease of Use, 8.4 for Ease of Setup, and 7.3 for Quality of Support.

Key Features

• Native Google connections: Google Ads, GA4, Search Console, YouTube, Google Sheets, and BigQuery connect at no cost.
• Fully custom report design: A drag-and-drop canvas with no limits on pages, charts, or reports, plus a template gallery to start from.
• Partner connectors: Hundreds of third-party connectors for social, CRM, e-commerce, and non-Google ad platforms.
• Free sharing: Clients can view reports without a paid seat, and reports can be shared by link, scheduled by email, or embedded.
• Conversational analytics: Natural-language questions about data, currently limited to BigQuery data agents published to Data Studio.
• WhatConverts integration: Connector. The WhatConverts connector brings lead data such as qualified leads by campaign, quote value, and sales value into Data Studio reports next to Google Ads and GA4 metrics. Get more detail on the Data Studio integration here.

Drawbacks

• Setup takes report-building skill: There's no agency workflow out of the box, so someone has to design, build, and maintain every client report.
• Non-Google data costs extra: Third-party connectors for platforms like Meta, LinkedIn, or a CRM usually require a separate paid subscription.
• No agency management layer: There's no client portal, roll-up view across clients, or built-in white label workspace for managing many accounts.
• Performance slows with complex reports: Large dashboards with many blended sources can load slowly and run into API quota errors.

Pricing

Data Studio is free to build and view reports. A paid Pro tier adds team management and support.

Key pricing considerations:

• Viewers never need a paid seat
• Third-party connector subscriptions are the main real-world cost for agencies reporting on non-Google platforms
• Pro is billed per user per Google Cloud project, so costs grow with both team size and project count

5. Whatagraph (4.5/5): Best for Blending and Transforming Data Across Many Sources

Whatagraph is a marketing data and reporting platform for agencies that manage a large number of data sources. It pulls data from 60+ platforms into a central data layer, where agencies can blend sources, build custom metrics, and roll results up across brands or locations before they reach a client report.

Whatagraph dropped its entry-level plans and moved fully upmarket. It now sells two annual plans priced by source credits, which puts it in a different budget category from most tools on this list.

On G2, reviewers give it 8.9 for Ease of Use, 8.4 for Ease of Setup, and 8.9 for Quality of Support.

Key Features

• Data blending and transformations: Source groups, source blends, custom metrics and dimensions, and currency exchange, all without code.
• Cross-account overviews: KPI monitoring across clients, countries, or brands, with goals and alerts.
• Linked report templates: Update one template and push the change to every client report built from it.
• IQ Agents: AI agents that set up data sources, build blends, assemble reports, and monitor for issues, with base usage included on every plan.
• White-label reports: Custom branding and automated PDF email delivery on both plans.
• WhatConverts integration: Native. Whatagraph connects directly to WhatConverts with no Zapier or webhook setup, so lead attribution data can sit next to paid media data in the same report.

Drawbacks

• High entry price: The lowest published plan starts at roughly 15x what most tools on this list charge to start.
• Annual contracts and sales calls: Both plans are billed annually, and moving onto or between plans requires booking a call.
• Key features sit behind Prime: Premium integrations (including HubSpot and Shopify), a custom report domain, public API access, and data transfers to BigQuery or Data Studio all require the custom-priced Prime plan.

Pricing

Whatagraph charges by source credit, where one credit equals one connected data account, such as a single Google Ads account.

Key pricing considerations:

• Extra credits can be added on Max up to the next plan threshold, but their price isn't published
• Heavier AI agent usage moves an account into a higher usage tier
• An agency with four connected sources per client reaches Max's 50 credits at about 12 clients

6. Databox (4.4/5): Best for KPI Monitoring and Goal Tracking Across Clients

Databox is a KPI dashboard and business analytics platform with a dedicated plan for agencies. Where most tools on this list center on the monthly client report, Databox centers on ongoing monitoring: goals, alerts, benchmarks, and forecasts that flag a problem before the report goes out.

Its Agency plan gives each client a separate workspace and prices growth in client packs, so costs rise in small, predictable steps.

On G2, reviewers give it 8.7 for Ease of Use, 8.6 for Ease of Setup, and 8.9 for Quality of Support.

Key Features

• 130+ integrations: Native connections across ad platforms, analytics, CRMs, e-commerce, and finance tools, plus custom metrics.
• Goals and alerts: Set targets per client and get notified when a metric moves off pace.
• Benchmarks and forecasting: Compare client performance against anonymized peer data and project where a metric is headed.
• Genie AI analyst: Answers questions about dashboard data and generates performance summaries, using a monthly allowance of AI credits.
• Client workspaces: Each client gets a separate, secure workspace under one agency account, with unlimited users on Agency plans.
• WhatConverts integration: Through Zapier. Databox doesn't connect to WhatConverts natively, but a Zapier workflow can push new WhatConverts lead data into Databox datasets.

Drawbacks

• Data source limits shape the bill: Databox counts every property, account, or view as a separate source, so one Google Analytics connection with three properties uses three sources.
• White label costs extra: Replacing Databox's logo, colors, and domain is a paid add-on priced at $200/mo.
• Built for monitoring more than presentation: Dashboards are strong for tracking KPIs but offer less layout control for polished, narrative client reports than report-first tools.

Pricing

Databox offers individual and team plans as well as a dedicated Agency plan. The Agency plan is the relevant option for most agencies.

Key pricing considerations:

• 14-day free trial on paid plans, no credit card required
• A 10-client agency with five sources per client needs about six client packs, or roughly $199/mo billed yearly before white labeling
• Team plans (from $199/mo billed yearly) cap users and sources, which suits in-house teams more than agencies

You can check out Databox’s most recent pricing on their pricing page.

7. Swydo (4.6/5): Best for Ad Platform Performance Reporting With Built-In Monitoring

Swydo is a client reporting and monitoring tool built around paid media. It covers the major ad platforms, analytics, and call tracking tools, and adds workflow features like template propagation and data health checks that matter most to agencies managing dozens of similar accounts.

Swydo has one plan with every feature included and charges by data source rather than by client. For agencies whose clients each run only three or four platforms, that model usually works out cheaper per client than per-client pricing.

On G2, reviewers give it 9.2 for Ease of Use, 9.2 for Ease of Setup, and 9.1 for Quality of Support.

Key Features

• Template propagation: Build a report template once and apply changes to every client report that uses it.
• Monitoring and alerts: Goals, KPI alerts, and Data Source Health checks that catch broken connections before a report goes out.
• White label on every plan: Custom branding, custom domain, and unlimited clients, users, dashboards, and reports.
• AI summaries: 4,000 AI credits per month on every plan, plus an MCP connection for ChatGPT and Claude.
• Combined data sources: Widgets that roll up spend and results across up to five ad platforms.
• WhatConverts integration: None. Swydo integrates natively with CallRail and CallTrackingMetrics, but not with WhatConverts.

Drawbacks

• Smaller integration library: Swydo connects to fewer platforms than AgencyAnalytics, DashThis, or Databox, so agencies with niche channels should check coverage first.
• Every connected account counts: Each ad account, property, or page is a billable source, and inactive sources count until they're removed.
• Costs can pass per-client pricing at scale: For agencies with 20+ clients running five or more platforms each, per-client tools can become the cheaper option.

Pricing

Swydo has a single plan with a base fee that includes 10 data sources, then a per-source rate that drops as volume grows.

Key pricing considerations:

• 14-day free trial, no credit card required
• All features, including white label, are on the one plan
• A 10-client agency with three sources per client pays about $159/mo billed monthly

8. ReportGarden (4.5/5): Best for Combining Client Reporting With Budget Tracking and an Agency CRM

ReportGarden is a multi-channel reporting platform for small and midsize agencies. Alongside automated PPC, SEO, and social reports, it includes agency operations tools like budget tracking, ads monitoring, and an agency CRM, so smaller teams can run more of the client relationship from one place.

Its self-serve plans are priced by client count, with low entry pricing and a hard cap of 10 clients before an agency moves to a custom plan.

On G2, reviewers give it 9.5 for Ease of Use, 8.9 for Ease of Setup, and 9.1 for Quality of Support.

Key Features

• 100+ integrations: Covers Google Ads, GA4, Meta, Google Business Profile, Shopify, StackAdapt, and other common agency data sources.
• Data blending and custom metrics: Combine data across platforms in a single widget and build metrics specific to each client.
• Agency operations tools: Budget tracking, ads account monitoring, keyword rank tracking, and an agency CRM.
• White label and automation: Branded, shareable reports with scheduled delivery.
• Dedicated onboarding: Professional plans include a dedicated onboarding point of contact.
• WhatConverts integration: Native. Agencies can add WhatConverts lead data to ReportGarden reports to show which campaigns produce valuable leads. Get more detail on the ReportGarden integration here.

Drawbacks

• Low client caps: Self-serve plans top out at 10 clients, so a growing agency reaches custom pricing quickly.
• Multi-client management takes effort at scale: Reviewers note that report building and managing many clients become more time-consuming for larger agencies or heavily customized setups.
• Fewer monitoring and AI features: ReportGarden doesn't publish AI summary or anomaly detection features comparable to most tools on this list.

Pricing

ReportGarden has two self-serve plans priced by client count, plus a custom plan.

Key pricing considerations:

• 14-day free trial, no credit card required
• Fair usage limits apply to data sources, but only sources used in reports count toward usage
• Monthly and annual contracts are available, with annual discounts by request

9. TapClicks (4.3/5): Best for Enterprise Marketing Operations and Media Order Management

TapClicks is a marketing operations platform that combines data management, reporting, and analytics. It's built for large agencies, media companies, and multi-location brands that need to manage reporting across hundreds of accounts, often alongside order and workflow management.

TapClicks sells four packaged products, from SmartStory to SmartSuite, and quotes every one through a sales appointment.

On G2, reviewers give it 8.5 for Ease of Use, 7.7 for Ease of Setup, and 8.7 for Quality of Support.

Key Features

• 250+ data connectors: The largest native connector library on this list, managed through TapClicks' TapData layer.
• Automated reports: Scheduled reports delivered in HTML, PDF, or Excel formats.
• Client and location apps: MyMarketingPortal gives end clients a mobile app for their own insights, and the TapReports app covers multi-location brands and agencies.
• AI agents: The SmartSuite package includes agents for calculations, data blending, dashboards, and insights, plus custom agents.
• Goals and event alerts: Available from the SmartAnalytics package up.
• WhatConverts integration: Native. Agencies can add WhatConverts lead and value data to TapClicks reports alongside their other channels. Get more detail on the TapClicks integration here.

Drawbacks

• No published pricing: Every package requires a sales conversation, which makes early cost comparison difficult.
• More platform than most agencies need: Workflow, data warehousing, and order management tools add setup and training time for teams that only need client reports.
• Key features are tiered: Goals, alerts, and AI agents sit in higher packages rather than across the product line.

Pricing

TapClicks doesn't publish pricing. Its four packages are SmartStory, SmartReports, SmartAnalytics, and SmartSuite, with each step adding analytics, monitoring, and AI capabilities. SmartSuite also includes setup services. Every package requires a quote through a scheduled appointment.

Frequently Asked Questions

What is the best reporting tool for marketing agencies?

It depends on what an agency needs to prove. For reporting on lead quality and revenue, WhatConverts is the strongest option because it captures and qualifies leads itself. For multi-channel client dashboards, AgencyAnalytics and DashThis are the most widely used tools for small and midsize agencies, while Whatagraph and TapClicks fit larger operations.

Is Looker Studio still free?

Yes. Google renamed Looker Studio back to Data Studio in April 2026, and the free version is unchanged. Existing reports and share links carried over automatically. Data Studio Pro, the paid tier, costs $9 per user per project per month.

Which reporting tools integrate with WhatConverts?

AgencyAnalytics, Whatagraph, ReportGarden, and TapClicks integrate natively with WhatConverts, and Data Studio connects through a WhatConverts connector. Databox can receive WhatConverts lead data through Zapier. DashThis and Swydo don't currently integrate with WhatConverts.

How much does agency reporting software cost?

Most agency reporting tools start between $50 and $100 per month, though pricing models differ. WhatConverts charges a flat monthly fee plus usage, starting at $30/mo for a single account, with agency plans from $500/mo that cover unlimited client accounts. AgencyAnalytics charges per client, DashThis per dashboard, Swydo and Whatagraph per data source, Databox per client pack, and ReportGarden by client tier. Data Studio is free, while Whatagraph and TapClicks sit in a higher budget category.

Should an agency use more than one reporting tool?

Many do. A dashboard tool combines ad spend, traffic, and channel metrics into a client-ready report, while a lead tracking platform like WhatConverts supplies lead quality and revenue data that dashboard tools can't capture on their own. Connecting the two puts both in a single report.

Wrapping Up

The right reporting tool depends on what an agency's clients need to see. Most dashboard tools do the same core job well: pulling channel data into a branded report. The real differences are in how they price, how much setup they require, and whether the report can show which leads were worth money.

Here's how the nine tools compare:

• WhatConverts: Best for agencies reporting on lead quality and revenue
• AgencyAnalytics: Best all-around dashboard tool for small and midsize agencies
• DashThis: Best for fast, simple client dashboards
• Data Studio: Best free option for Google-centered reporting
• Whatagraph: Best for large agencies with high-volume, cross-channel reporting
• Databox: Best for KPI monitoring and goal tracking across clients
• Swydo: Best for PPC agencies with many small clients
• ReportGarden: Best for small agencies that want reporting and client management together
• TapClicks: Best for enterprise agencies and multi-location marketing operations

Ready to show clients which campaigns produce real leads and revenue, not just clicks?