Marketing Dashboard for Clients
Build a client-ready marketing dashboard from exports, not from a reporting scramble every Friday.
Panely helps agencies and operators turn exported channel data into dashboards clients can actually review. Upload the files, define the KPIs, and share one clean reporting link instead of another deck or screenshot chain.
Built for operators who start with exports and need stakeholder-ready dashboards without BI setup.
Where the current workflow breaks
- • Client reporting often means pulling data from multiple exports into one deck
- • The same KPI visuals get rebuilt every week or month
- • Clients want clarity, not a spreadsheet attachment
- • Reporting time eats delivery margin for agencies
What teams build with Panely
- • Weekly agency client reporting
- • Paid media KPI dashboards
- • Ecommerce performance snapshots for clients
- • Cross-channel export consolidation into one stakeholder view
How it works
Step 1
Export the source data you already use for client reporting.
Step 2
Upload the files and prompt the KPI cards, charts, and breakdowns the client expects.
Step 3
Share the dashboard link instead of manually assembling another report pack.
Who this fits best
- Agencies doing recurring KPI reporting
- Fractional operators packaging client dashboards
- Founders sharing channel snapshots with investors or stakeholders
- Teams that need reporting speed more than enterprise BI complexity
Keep going
FAQ
Is this only for agencies?
No. It also works for in-house teams that need stakeholder-ready marketing reporting from exports.
What data sources can I use?
Any source you can export as CSV, Excel, or JSON. The workflow is file-first so teams are not blocked on connectors.
Can I reuse the same reporting layout each cycle?
Yes. That is one of the main advantages. Panely is designed to turn recurring reporting into a repeatable export-to-dashboard workflow.