Your clients see results in real time.
You stop spending Fridays on reports.
One link instead of a monthly PDF. The client opens it, sees the numbers and stays calm. You handle twice as many clients, without hiring another person just for reporting.
Client dashboard
With 15‑20 clients, reporting is a full-time job.
And the client still calls two days later with a different question.
Export, screenshots, pasting into slides, PDF, sending. Several hours per client every month. Multiply that by the number of clients, then by 12 months a year. The result is a full-time role nobody hires for, because “everyone here does reporting”.
Then the client calls two days after the report goes out, asking about something that isn’t in the PDF. You go back to five dashboards. Export again. Send a screenshot. Every single month.
The client doesn’t want a PDF. The client wants to know whether things are going well. Give them a link and let them check whenever they like.
Stop sending reports.
Start showing results live.
On the right is a clear picture of what client service looks like after implementing DataOrganizer. The same team, twice as many clients, fewer calls.
How you serve clients today
What you get on day one
Show clients something 90% of agencies don’t have.
An agency that shows a live dashboard at the first meeting beats one that says “we’ll send a report at the end of the month”. A tangible, visible advantage before you even start working together.
The client asks on their own.
You don’t take calls on Saturdays.
Instead of calling the account manager, the client opens the dashboard and asks in plain language. They get an answer in 5 seconds. The same data you see on the agency side.
The client doesn’t have to do a thing.
You configure, the client uses it.
You connect the client’s data sources yourself from your own account. No waiting for their IT department, no “please send us access” emails, no drawn-out onboarding.
Create the client’s account with their email
In the agency panel, click “Add new account” and enter the shop owner’s email. A separate company account with its own database is created. The client receives an invitation email.
1 minThe client logs in and grants you access
The client opens their DataOrganizer and decides who gets access: you as the agency, their own team, anyone they choose. You see their account on your list straight away.
5 minConnect the sources together in the tool
In the client panel, click “Add source” and connect the shop, ads and analytics. Each source is a flow set up within DataOrganizer: no access emails, no links, no API keys sent around by email.
Same dayOne screen. All your clients. Full control.
The Business+ account is a dedicated solution for agencies and companies managing multiple entities. Create an unlimited number of company accounts from a single email address and manage permissions separately for each client. Each client = a separate database, separate connections, a separate limit.
Get in touch: we will prepare an offer tailored to your scale.
Unlimited company accounts from a single email address. Each client has their own database, their own connection limits and decides who gets access. Special terms for marketing agencies, groups of companies and entrepreneurs running several businesses.
Most agencies are judged on ROAS.
Be judged on your client’s profit.
When you see the shop’s data (revenue, margin, fees, returns, ad costs), you stop being “the ads people”. You become a partner who tells the client what really makes money and what burns the budget.
- The client still doesn’t know how much they earned.
- Six months later they ask: “If it’s going so well, why don’t I have any money?”
- Discussing a budget increase = arguing over a metric they don’t trust.
- Contract terminated after 8 months.
- You work with the client’s margin, not just ad spend.
- You educate the client by showing them profit, not ROAS.
- You recommend what to scale, what to switch off and what to reprice.
- The client stays for years, because they see their business growing, not just ROAS.
“It’s one of the few things that actually lets a performance agency show the client profit, not just ROAS.”
The concerns we hear most often
The client will see everything themselves. Won’t that reduce the value of our work?
What about the security of client data?
I have 5 clients: is it worth it? I have 50: is it worth it?
Does the client need an IT team for us to set this up?
What if I don’t like it?
Cut reporting time by 30%.
Show clients their results live. No PDFs, no involving their IT, no hiring another junior. 14 days free, no card required.