Client reporting

White-label client reports with live marketing data

Build a report once. Share it as a live link on your own domain, or export a PDF or PowerPoint in your brand.

Free 7-day trial. No credit card required.

SourceLoop custom report with a written summary, key metric cards for visitors, conversions, and revenue, and a visitors over time chart

Used by 750+ marketing teams, agencies, and SaaS companies

The problem

Reporting day eats a day per client

Screenshots from five tools, pasted into slides, out of date the day you send them.

A blank deck every month

Same charts, same layout, rebuilt by hand for every client.

Numbers that don't add up

Each ad platform claims its own conversions, and the client asks why the total beats their real leads.

Someone else's logo

Clients see a tool's brand, not yours, and start asking what they pay you for.

What you get

One report, in every format your client wants

Write it like a doc, fill it with live numbers, and send it as a link, a PDF, or a deck.

Report builder

Write it like a doc, with live charts inside.

Live links

Send a link, not a file, locked with a password.

PDF and PowerPoint

Export a deck your client can edit.

White-label

Your logo and colors, on your own domain.

One link

Every report behind a single link.

Add a widget Press /

Bar Line Table Donut Funnel Map Journeys Number

ShowGood leads

ByChannel

PeriodSame as the report

Report builder

Explain the numbers, don't just paste them

Type your summary, then press / to add a chart, table, funnel, or map. Your team edits together, and every version is saved.

Start from a template or a ready-made report
Numbers update every time it's opened

White-label

Every report looks like it came from you

Set your logo, colors, fonts, and cover once. Give a client their own brand when the report goes to their board.

Links on reports.youragency.com
Your cover and closing page on every PDF

N Northwind Agency

Acme
October report

1 to 31 October · Prepared by Northwind

1 Summary 2 Leads by channel 3 Ads performance 4 Next month

Active links 3 live

LinkShowsViews

Acme, monthlyLast month14

Brightwater weeklyLast 7 days31

Kestrel board packThis quarter6

Password on board pack · expires Dec 31

Sharing

Links you control, and know were opened

Lock a link to last month, add a password or an end date, and see how often each one is opened. Clients never need a login.

Always shows the right period
Several reports and websites in one link

How it works

From blank page to client inbox in three steps

New report
Monthly client report Weekly review Ad scaling plan

01
Pick a template

Or duplicate a ready-made report, then add your notes.
N Northwind Agency

reports.northwind.coVerified

02
Add your brand

Logo, colors, and your domain, set once for every client.
Send it as
Live link PDF PowerPoint

03
Share or export

A live link for the client, a deck for the meeting.

Customer stories

Agencies that show clients exactly what their budget earned

From agencies and SaaS companies to clinics and law firms, teams use SourceLoop to trace every lead and every dollar back to the campaign that earned it.

Halden & Wright Agency

We run paid media for 14 clients. Every lead now lands in their CRM with the campaign, keyword and ad behind it, so we can prove our impact with numbers clients can check for themselves.

Maya Lindqvist Head of Paid Media, Halden & Wright

Lower cost per lead: 41%
Client accounts tracked: 14

ploomly B2B SaaS

We started sending only qualified demos back to Google Ads as conversions. Within six weeks, paid search was filling our calendar with buyers who fit our ICP, and close rates followed.

Marco Bellini VP of Growth, Ploomly

SQLs from paid search: +38%
Demo-to-close rate: 2.1x

Cedar Row Dental Clinics

Half our new patients book by phone. Multi-touch attribution on every call showed us which ads start a booking and which ones close it, so we cut the two channels that did neither.

Amara Johnson Marketing Director, Cedar Row Dental

Of bookings now attributed: 63%
Monthly spend reallocated: $9k

Fernhill Legal Professional services

Most of our leads showed up as Direct in the CRM. SourceLoop now gives us the full journey behind every inquiry, chat and call, from the first search to the booked consultation.

Tom Achterberg Growth Lead, Fernhill Legal

More consults per dollar: 27%
Lead channels in one report: 4

FAQ

Client reporting FAQ

Do my clients need a SourceLoop login?

No. Share a report as a link and anyone with it can open it in their browser. Add a password for anything sensitive, set an expiry date, or lock the date range so the link always shows last month.

Can reports show my agency's brand instead of SourceLoop's?

Yes. Add your logo, colours, fonts, and cover style once, and every shared link, PDF, PowerPoint deck, and alert email carries them. Each client can have their own brand too, and links can open on your own domain, such as reports.youragency.com.

Are the numbers live?

Yes. Every chart, table, and KPI reads live attribution data each time the report is opened, so a link you sent last month shows this month's numbers unless you fixed the date range.

Is the PowerPoint export editable?

Yes. Line, bar, combo, and donut charts and tables come through as native PowerPoint charts and tables, so you can tweak them before a client meeting. Maps and journey flows come through as pictures.

Can I share several reports in one link?

Yes. Add traffic, landing pages, ads, and any of your own reports to one link, and your client moves between them from a sidebar. If you manage several of their websites, they can switch between those too.

Can an AI assistant build the report for me?

Yes. With SourceLoop connected to Claude or ChatGPT, ask it to build a monthly report for a client, with a summary of what changed, and it writes the report into SourceLoop for you to review.