Why this tool
Template-driven, white-label dashboards reduce monthly reporting overhead and standardize client delivery.
Automated marketing reporting dashboards with white-labeling and connector templates for agency client reporting.
Common alternatives: Looker StudioExcelDashboardAIKlipfolio
Editorial summary
Verified Feb 2026. Individual plan from $42/mo (annual billing) or $49/mo (monthly). Professional from $135/mo (annual).
Template-driven, white-label dashboards reduce monthly reporting overhead and standardize client delivery.
If you only need one or two dashboards, free BI tools may be more cost-effective.
Confidence
Workflow fit
Capture work for Delivery & Reporting.
Get first value in 30 min setup.
Connect with 5 integrations.
Integrations
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Guides
Your tool needs change at every growth stage. A practical guide to the technology, processes, and decisions that take you from solo consultant to small firm — without losing what made you great.
Building Your Consulting Knowledge VaultStop recreating work you have already done. Build a personal knowledge system that captures, organizes and reuses your research, frameworks and past deliverables.
The Consultant's Pricing Playbook: From Hourly to Value-BasedA framework to evaluate five pricing models, calculate what to charge, and build tiered packages — with formulas, scripts, and sourced benchmarks for solo consultants.