ChatGPT answers, unedited

If your agency’s main goal is automated weekly client summaries + credible ROI calculations, I’d focus on these platforms:

1. Databox — particularly suited to your use case

Databox is worth looking at first if ROI calculations are as important as report delivery.

It supports calculated metrics that can combine data sources and calculate things such as ROI, conversion rates, and custom KPIs. It also supports scheduled reports, client-specific templates, goals, and automated analysis. Databox Databox

A weekly client report could, for example, automatically show:

• Ad spend: $8,500
• Leads: 247
• Qualified leads: 83
• Revenue attributed: $42,000
• ROAS: 4.94×
• ROI: 394%
• Cost per qualified lead: $102
• Week-over-week change
• Automated explanation of what changed

That combination of data aggregation + calculations + narrative + scheduled delivery is the closest match to what you described.

2. AgencyAnalytics — excellent if you're primarily a marketing agency

AgencyAnalytics is more purpose-built around agency client reporting. It has 85+ integrations, white-labeled dashboards/reports, scheduled delivery, approval workflows, custom metrics, and KPI tracking. AgencyAnalytics AgencyAnalytics

I'd particularly consider it if your clients are mostly running Google Ads, Meta Ads, SEO, social, email, and web analytics and you want a polished client portal/report without building much yourself.

3. Whatagraph — strong for multi-channel reporting

Whatagraph is another good fit when an agency has lots of marketing channels and wants them consolidated into recurring reports. Its current Max plan specifically supports automated weekly/monthly client reporting, cross-channel aggregation, custom transformations, goals, alerts, and full custom branding. Whatagraph Help Center Whatagraph Help Center

My practical shortlist

If I were evaluating software specifically around "send every client a useful automated weekly performance + ROI report", I'd test:

1. Databox — if automated analysis and ROI calculations are central.
2. AgencyAnalytics — if client-facing marketing reports/portals are the priority.
3. Whatagraph — if you're aggregating lots of channels and data sources.
4. DashThis — if you want straightforward, attractive recurring reports without as much analytical complexity.
5. Looker Studio — if you want maximum customization and don't mind building/maintaining the reporting system yourself.

One important distinction: automating a report is not the same as automating a trustworthy ROI calculation. Before choosing, I'd test each platform with one real client and see whether it can correctly connect spend → leads/conversions → revenue, handle attribution assumptions, and calculate the exact ROI formula you use.

If you tell me what kind of agency you run (PPC, SEO, web, social, full-service, etc.), your approximate number of clients, and where client revenue data lives (CRM, Shopify, Stripe, spreadsheets, etc.), I can narrow this down to the most appropriate 2–3 options and explain the setup.

Whatagraph is another good fit when an agency has lots of marketing channels and wants them consolidated into recurring reports. Its current Max plan specifically supports automated weekly/monthly client reporting, cross-channel aggregation, custom transformations, goals, alerts, and full custom branding.

My practical shortlist

If your agency’s core requirement is “send every client a useful weekly performance summary, with ROI calculated automatically”, I’d shortlist these:

My pick for your specific use case: Databox

databox.com is particularly interesting because it goes beyond simply assembling dashboards. It supports calculated metrics, including ROI, conversion rates and custom KPIs, and lets you combine data from multiple sources. Its agency product also supports scheduled reports, client-specific accounts, templates, white-labeling and automated analysis. Databox Databox

For example, you could build a weekly client report containing:

• Ad spend: $5,000
• Leads: 184
• Customers: 31
• Revenue attributed: $24,800
• CAC: $161
• ROAS: 4.96×
• ROI: 396%
• WoW change: +18%
• Automated narrative: “Revenue increased 18% primarily because…”

Then have it delivered automatically every Monday. Databox explicitly supports scheduled reporting and custom calculations across connected data sources. Databox

Its current agency pricing starts at $79/month when billed annually, with 5 client accounts and 3 data sources included on the Starter plan; additional data sources are charged separately. Databox

When I'd choose the others

AgencyAnalytics — worth considering if you're primarily an SEO/PPC agency and want a purpose-built client reporting environment with lots of marketing integrations. It is particularly oriented toward agency reporting rather than broader business analytics. Databox

Whatagraph — I'd look at this if you're managing a larger client portfolio with many marketing channels/data sources. Its current Max plan emphasizes automated weekly/monthly reporting, cross-channel aggregation, custom metrics, goals and alerts. Whatagraph Help Center

DashThis — a good option if your priority is getting attractive client reports running quickly without a lot of analytical complexity. It supports templates, cloning, scheduled email delivery and calculated widgets. Dashthis Dashthis

Swydo — particularly relevant for agencies centered around paid advertising and social reporting. It's another established agency-reporting option, though I'd compare its pricing against your number of clients and data sources before choosing. Swydo

One important distinction

If by “ROI calculations” you mean simply:

(revenue - ad spend) / ad spend

then essentially all of these can handle the job.

If you mean something more sophisticated—e.g. pull ad spend from Google/Meta, revenue from Shopify/Stripe, leads from HubSpot, calculate CAC/LTV/ROI, compare against client targets, and automatically write a weekly explanation of what changed—I'd lean toward Databox or Whatagraph, with Databox particularly compelling if you want the analytical layer rather than just report generation. Databox Whatagraph Help Center

If you tell me (1) how many clients you have, (2) what channels you report on—Google Ads/Meta/SEO/Shopify/HubSpot/etc., and (3) whether you need the reports emailed automatically, I can narrow this to the 2–3 most cost-effective options for your agency.

If your main requirement is automated weekly client summaries + ROI calculations, I’d shortlist these:

1. AgencyAnalytics — strongest all-around agency workflow

agencyanalytics.com

AgencyAnalytics supports 85+ integrations, scheduled weekly reports, white-label dashboards, custom metrics, and reporting around client KPIs and ROI. It also has AI-generated summaries/insights. AgencyAnalytics AgencyAnalytics AgencyAnalytics

This is particularly useful if your workflow is:

Google Ads + Meta + GA4 + SEO → consolidate → calculate KPIs/ROI → automatically email client every Monday.

2. DashThis — excellent if reporting simplicity is the priority

dashthis.com

DashThis is built specifically around agency reporting. It pulls data from 30+ platforms, supports calculated widgets, lets you clone reports across clients, and can automatically distribute reports by email. DashThis DashThis

It also supports custom domains and white-label reporting, which is useful if the report should feel like your agency's own reporting product rather than third-party software. DashThis

3. Whatagraph — worth considering for more sophisticated data aggregation

whatagraph.com

Whatagraph is geared toward aggregating data across multiple marketing sources. Its current plans include custom transformations, custom metrics/dimensions, goals and alerts, and automated weekly/monthly reporting. Whatagraph Help Center

Its automation lets you choose the delivery frequency, day, time zone, and whether reports should be reviewed before they're sent. Whatagraph Help Center

What I'd choose

For the specific use case you described, I'd start with AgencyAnalytics or DashThis.

• AgencyAnalytics → better if you want a broader agency operating/reporting platform with lots of integrations and automated insights.
• DashThis → better if the core product you need is beautiful, repeatable, automated client reporting without excessive complexity.
• Whatagraph → consider it when your agency has more complicated cross-channel data and custom transformations.

One important distinction: "ROI reporting" can mean very different things. If you need the software to calculate something like

(client revenue − ad spend − agency fee) / (ad spend + agency fee)

rather than simply report ROAS from Google/Meta, I'd pay particular attention to custom calculated metrics, revenue imports, and offline/CRM data integration. That's where the platforms differ substantially.

If you tell me what type of agency you run (PPC, SEO, social, full-service, etc.) and roughly how many clients you have, I can narrow this to the 2–3 tools that fit that workflow and compare their current pricing/features.

2. DashThis — excellent if reporting simplicity is the priority

dashthis.com

DashThis is built specifically around agency reporting. It pulls data from 30+ platforms, supports calculated widgets, lets you clone reports across clients, and can automatically distribute reports by email. DashThis DashThis

It also supports custom domains and white-label reporting, which is useful if the report should feel like your agency's own reporting product rather than third-party software. static.dashthis.com

3. Whatagraph — worth considering for more sophisticated data aggregation

whatagraph.com

Whatagraph is geared toward aggregating data across multiple marketing sources. Its current plans include custom transformations, custom metrics/dimensions, goals and alerts, and automated weekly/monthly reporting. help.whatagraph.com

Its automation lets you choose the delivery frequency, day, time zone, and whether reports should be reviewed before they're sent.

What I'd choose

For the specific use case you described, I'd start with AgencyAnalytics or DashThis.

Best overall: agencyanalytics.com — especially if you need white-label client dashboards, automated weekly reports, and ROI/ROAS metrics across Google Ads, Meta, GA4, SEO, CRM, etc. AgencyAnalytics MixedMetrics

• Best for multi-channel agencies: AgencyAnalytics
• Best polished/visual reports: whatagraph.com
• Best simple/affordable: dashthis.com
• Best KPI + ROI analysis: databox.com
• Best customizable/free: lookerstudio.google.com

For automated weekly summaries, I'd prioritize a tool that can calculate revenue ÷ marketing spend, ROAS, CAC, CPL, conversion value, then automatically turn those numbers into a client-friendly narrative—not just a dashboard. swydo.com

If your goal is specifically “every week, automatically send each client a polished summary of performance + ROI”, I’d shortlist these:

🥇 My pick: AgencyAnalytics

agencyanalytics.com is probably the closest match to what you're describing.

It supports weekly scheduled client reports, automated email delivery, white-label branding, commentary/insights, client KPI tracking, and ROI reporting. It also has 85+ data connectors, so you can pull together things like Google Ads, Meta Ads, GA4, SEO, call tracking, CRM, and other sources. AgencyAnalytics AgencyAnalytics AgencyAnalytics

The workflow can essentially be:

Client → data sources → automated calculations → weekly report → email to client

For example:

Weekly Performance Summary — ABC Dental
Ad spend: $2,400 ↑ 8%
Leads: 73 ↑ 21%
Cost/lead: $32.88 ↓ 11%
Revenue attributed: $18,500 ↑ 17%
ROAS: 7.7x

Summary: Lead volume increased 21%, primarily from Google Search. Cost per lead declined 11%. Campaigns generated an estimated $18,500 in attributed revenue, producing a 7.7x ROAS.

That last layer—turning raw channel data into client-friendly business outcomes—is what I'd prioritize over simply having a nice dashboard.

🥈 Whatagraph

whatagraph.com is the one I'd investigate if you're a larger agency with lots of clients and many data sources.

It's particularly strong at aggregating cross-channel marketing data and creating polished client-facing reports. Current comparisons consistently put it toward the premium end of the agency-reporting market. DashThis The Digital Project Manager

I'd choose it over AgencyAnalytics if your reporting operation is becoming more data-engineering-heavy.

🥉 DashThis

dashthis.com is attractive if your agency wants simple, standardized weekly reports without a lot of configuration.

It's particularly good when you have 10–50 clients receiving roughly the same type of report: duplicate a template, connect each client's accounts, customize branding, and automate delivery. Current 2026 comparisons rate it highly for straightforward agency reporting and transparent pricing. DashThis The Digital Project Manager

One important distinction: ROI calculation

If by ROI you mean actual business ROI rather than advertising ROAS, make sure the platform can ingest revenue/conversion data, not just ad spend.

For example:

ROAS
Revenue attributed to ads ÷ Ad spend

Marketing ROI
(Revenue − marketing cost) ÷ marketing cost

If your clients are service businesses, you may want:

Ad spend → leads → qualified leads → closed deals → revenue

That usually requires connecting the reporting platform to something like HubSpot, Salesforce, a CRM, Shopify, or another revenue source rather than relying solely on Google Ads/Meta.

What I'd choose by agency type

• 5–30 clients: AgencyAnalytics
• 30+ clients / complex multi-channel reporting: Whatagraph
• Lots of standardized client reports: DashThis
• Primarily PPC/social: Swydo
• Highly customized KPI dashboards: Databox
• Technical team + lowest software cost: Looker Studio + connectors

If I were building an agency today, I'd start with AgencyAnalytics unless there were unusual data/revenue requirements. Its combination of automated weekly delivery, white-labeling, integrations, dashboards, and ROI/KPI tracking is unusually close to the exact workflow you're describing. AgencyAnalytics AgencyAnalytics

If you tell me what kind of agency you run (SEO, paid ads, web, lead gen, etc.), number of clients, and where client revenue data lives, I can narrow this down to the best 2–3 options and compare actual pricing at your client count.

The workflow can essentially be:

Client → data sources → automated calculations → weekly report → email to client

For example:

Weekly Performance Summary — ABC Dental
Ad spend: $2,400 ↑ 8%
Leads: 73 ↑ 21%
Cost/lead: $32.88 ↓ 11%
Revenue attributed: $18,500 ↑ 17%
ROAS: 7.7x

Summary: Lead volume increased 21%, primarily from Google Search. Cost per lead declined 11%. Campaigns generated an estimated $18,500 in attributed revenue, producing a 7.7x ROAS.

That last layer—turning raw channel data into client-friendly business outcomes—is what I'd prioritize over simply having a nice dashboard.

🥈 Whatagraph

whatagraph.com is the one I'd investigate if you're a larger agency with lots of clients and many data sources.

It's particularly strong at aggregating cross-channel marketing data and creating polished client-facing reports. Current comparisons consistently put it toward the premium end of the agency-reporting market. DashThis The Digital Project Manager

I'd choose it over AgencyAnalytics if your reporting operation is becoming more data-engineering-heavy.

🥉 DashThis

dashthis.com is attractive if your agency wants simple, standardized weekly reports without a lot of configuration.

It's particularly good when you have 10–50 clients receiving roughly the same type of report: duplicate a template, connect each client's accounts, customize branding, and automate delivery. Current 2026 comparisons rate it highly for straightforward agency reporting and transparent pricing. DashThis The Digital Project Manager

One important distinction: ROI calculation

If by ROI you mean actual business ROI rather than advertising ROAS, make sure the platform can ingest revenue/conversion data, not just ad spend.

For example:

ROAS
Revenue attributed to ads ÷ Ad spend

Marketing ROI
(Revenue − marketing cost) ÷ marketing cost

If your clients are service businesses, you may want:

Ad spend → leads → qualified leads → closed deals → revenue

That usually requires connecting the reporting platform to something like HubSpot, Salesforce, a CRM, Shopify, or another revenue source rather than relying solely on Google Ads/Meta.

What I'd choose by agency type

• 5–30 clients: AgencyAnalytics
• 30+ clients / complex multi-channel reporting: Whatagraph
• Lots of standardized client reports: DashThis
• Primarily PPC/social: Swydo
• Highly customized KPI dashboards: Databox
• Technical team + lowest software cost: Looker Studio + connectors

If I were building an agency today, I'd start with AgencyAnalytics unless there were unusual data/revenue requirements. Its combination of automated weekly delivery, white-labeling, integrations, dashboards, and ROI/KPI tracking is unusually close to the exact workflow you're describing.

For an agency that wants automated weekly client performance summaries + ROI calculations, you’ll usually want a tool that can:

• Pull data automatically from ad platforms, analytics, CRM, and ecommerce tools
• Calculate KPIs like ROAS, CAC, CPL, revenue attribution, profit, and ROI
• Send scheduled reports (weekly/monthly)
• Offer white-label dashboards or PDFs
• Add written insights so clients understand why numbers changed

Here are the strongest options:

My shortlist by agency type

1. Paid ads / performance marketing agency

Best choice: AgencyAnalytics or Whatagraph

Typical automated client summary:

• Spend: $25,000
• Revenue generated: $92,000
• ROAS: 3.68x
• Cost per acquisition: $84
• Conversion trend: +18%
• Recommendations: "Increase budget on Campaign A; pause Campaign B"

These tools are designed around multi-channel marketing reporting. The Digital Project Manager

2. Lead generation agency

Best choice: Databox + CRM integration

Useful metrics:

• Leads generated
• Lead quality
• Pipeline value
• Close rate
• Cost per qualified lead
• Estimated revenue impact

Databox is particularly useful when clients care more about business outcomes than channel metrics. The Digital Project Manager

3. Small agency trying to look premium

Best choice: AgencyAnalytics or DashThis

You can create:

• Branded weekly emails
• Client dashboards
• Automated PDF summaries
• Consistent reporting templates

This reduces the "spreadsheet report" feeling and makes your service look more productized. The Digital Project Manager

4. Enterprise agency with custom ROI models

Best choice: Klipfolio, Tableau, or Power BI

Useful if you need:

• Custom profitability calculations
• Lifetime value models
• Data warehouse connections
• Executive dashboards

Features I would prioritize

For an agency, I’d rank them:

1. Automated narrative summaries

("Traffic increased because SEO pages ranked higher; paid conversions fell due to rising CPC.")

2. Custom ROI formulas

• ROI = (Revenue − Marketing Cost) ÷ Marketing Cost
• ROAS = Revenue ÷ Ad Spend
• CAC = Spend ÷ New Customers
• White labeling

• Your logo
• Your domain
• Your email sender
• Client portal

• Clients can check results without asking your team
• Alerts

• "ROAS dropped 30%"
• "CPL exceeded target"

If I were choosing today

• 1–10 clients: AgencyAnalytics
• 10–50 clients: Whatagraph or Databox
• Mostly Google Ads/SEO: AgencyAnalytics + Looker Studio
• High-ticket clients needing executive reporting: Databox
• Need the fastest setup: DashThis

A common agency stack is:
CRM + ad platforms + analytics → reporting tool → automated weekly email/dashboard → monthly strategy call.

That turns reporting from a manual deliverable into a retention system. teamwork.com

If you tell me your agency type (SEO, paid ads, social, web design, SaaS, consulting, etc.) and approximate client count, I can narrow this to the best 2–3 options.

If your goal is “every Monday, the client automatically gets a polished summary of what happened, what it means, and the ROI”, I’d shortlist these:

🥇 My pick: AgencyAnalytics

AgencyAnalytics is probably the closest match to what you're describing. It is specifically built around agency/client reporting, has 85+ integrations, supports scheduled weekly reports, automated email delivery, white-labeling, KPI tracking, and ROI reporting. agencyanalytics.com

The workflow I'd use is:

Ad platforms + GA4 + CRM/e-commerce → AgencyAnalytics → automated weekly client report

And structure the report as:

1. Executive summary — “What happened this week?”
2. Spend & revenue
3. Leads / sales / conversions
4. ROAS / ROI
5. WoW and YoY changes
6. Best-performing campaigns
7. Problems / anomalies
8. What we're doing next week

That last part matters: clients generally don't want another dashboard full of numbers. They want “Did my investment work, why, and what are you doing about it?”

🥈 Whatagraph

Whatagraph is the one I'd investigate if you have lots of clients and lots of different data sources. Current comparisons characterize it as particularly strong for growing/multi-channel agencies and deeper data integrations. static.dashthis.com

I'd choose it over AgencyAnalytics if your agency is doing things like:

Google Ads + Meta + LinkedIn + TikTok + GA4 + HubSpot + Shopify + internal data

and you need to consolidate all of that into client-facing reports.

🥉 DashThis

DashThis is a particularly good choice if you want simple automated reports without building a complicated reporting infrastructure. It's geared toward quick setup, templates, scheduled delivery and agency-friendly dashboards. static.dashthis.com

I'd seriously consider it for a small agency where the priority is:

“Build the template once → clone it for every client → send automatically every Monday.”

One important distinction: ROI calculation

The reporting platform can only calculate meaningful ROI if you give it the economic inputs.

For example:

Ad spend: $5,000
Tracked revenue: $22,000
ROI: (22,000 − 5,000) / 5,000 = 340%
ROAS: 22,000 / 5,000 = 4.4x

For lead-generation clients, I'd go further and feed in:

Ad spend → leads → qualified leads → opportunities → closed revenue

That allows your weekly report to say something substantially more valuable than “CPC decreased 8%.”

Instead:

$8,400 ad spend generated $47,200 in attributed revenue, producing 5.6x ROAS and 461% ROI. Revenue increased 18% week over week, primarily from Campaign X.

That's the kind of automated summary I'd optimize the system around.

My recommendation by agency type

• 5–30 clients, mixed digital marketing: AgencyAnalytics
• 30+ clients / complex multi-channel reporting: Whatagraph
• Small agency / straightforward reporting: DashThis
• Mostly PPC/social: Swydo
• Heavy KPI/benchmarking requirements: Databox
• Technical team that wants to build everything themselves: Looker Studio + data connectors

There is also a newer category of AI-native reporting tools that automatically write the narrative rather than simply emailing a dashboard. Current 2026 comparisons specifically highlight this distinction between traditional dashboard/reporting platforms and tools that generate the actual client-facing performance story. heyorbits.com

If you tell me your approximate client count, channels (Google/Meta/SEO/Shopify/etc.), and whether you need actual revenue pulled from a CRM/e-commerce system, I can narrow this to the best 2–3 and compare the total monthly cost and ROI-reporting capabilities.

If you're an agency that wants to automatically send clients a weekly performance summary and calculate/report ROI, I'd shortlist these:

1. AgencyAnalytics — my first choice

agencyanalytics.com

This is probably the strongest fit if your core product is "we manage your marketing and every Monday you automatically get a concise performance report."

It connects to 85+ marketing platforms, including Google Analytics, Google Ads, Search Console, Meta, LinkedIn, Shopify, HubSpot, Semrush and Ahrefs. It supports automated scheduled reports, white-labeling, goals/budget tracking, dashboards, and custom metrics. AgencyAnalytics AgencyAnalytics

The particularly useful part for your use case is that you can build a standardized client template once and then automate it across accounts. Its reporting system can send scheduled reports automatically, while clients can also access live dashboards. AgencyAnalytics Knowledge Base

I'd choose this if: you have 10–100+ clients and want a relatively turnkey agency reporting operation.

2. Whatagraph — best if you're doing sophisticated ROI calculations

whatagraph.com

Whatagraph becomes interesting when you need to combine lots of different sources and perform data transformations/custom calculations rather than simply displaying platform metrics.

It supports automated weekly/monthly delivery, and its current Max plan specifically targets growing agencies that need automated reporting, cross-channel aggregation, custom metrics/dimensions, goals and alerts. Whatagraph Help Center Whatagraph Help Center

I'd choose this if: your ROI calculation looks something like:

Ad spend + agency fee → leads → qualified leads → sales → revenue → gross profit → ROI

rather than simply revenue ÷ ad spend.

3. DashThis — best combination of simplicity and agency reporting

dashthis.com

DashThis is particularly attractive if you don't want to build a complicated BI system. It pulls data from 30+ platforms, supports calculated widgets, lets you clone reports across clients, and automatically distributes reports by email. DashThis DashThis

It also explicitly supports ROI reporting for things like PPC and ecommerce, and can combine advertising and revenue data into the same dashboard. DashThis

I'd choose this if: your desired workflow is basically connect accounts → use template → calculate KPIs → email client every week.

The important distinction: reporting ROI vs. actually calculating ROI

For an agency, I'd avoid choosing software solely because it says "ROI."

You ideally want to be able to define your own formula, for example:

Marketing ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost × 100

And potentially:

True Client ROI = (Gross Profit − Ad Spend − Agency Fees) / (Ad Spend + Agency Fees) × 100

The second calculation is much more useful for proving the agency's actual economic value.

You may therefore want your weekly report to automatically produce something like:

Weekly Performance — Sept. 1–7
Revenue attributed: $48,200 ↑ 18%
Marketing investment: $12,400
Leads: 387 ↑ 12%
Customers: 64 ↑ 9%
CAC: $194 ↓ 7%
ROAS: 3.89x
ROI: 289%

What happened: Revenue increased primarily from Google Search and returning customers.
What we're doing next: Increase Search budget 10% and reduce spend on Campaign X.

That's where I'd put the emphasis: automated numbers + automated narrative, rather than just another dashboard.

My recommendation

If I were setting this up for an agency today:

1. AgencyAnalytics — best overall agency operating system.
2. Whatagraph — best if sophisticated cross-source ROI calculations are central.
3. DashThis — best if you want something simple, fast, and client-friendly.
4. Looker Studio — best if you have technical resources and want maximum customization.
5. Databox — best if clients primarily care about high-level KPIs and goals.

If your agency's differentiator is specifically "every client automatically receives an intelligent weekly ROI/performance summary", I'd lean AgencyAnalytics or Whatagraph, rather than a generic dashboarding tool. Basedash

If you tell me what kind of agency you run (PPC, SEO, social, web, full-service, etc.) and where the revenue/conversion data lives (GA4, Shopify, HubSpot, Salesforce, etc.), I can narrow this to the best 2–3 options and show exactly how I'd architect the weekly automated report.

It connects to 85+ marketing platforms, including Google Analytics, Google Ads, Search Console, Meta, LinkedIn, Shopify, HubSpot, Semrush and Ahrefs. It supports automated scheduled reports, white-labeling, goals/budget tracking, dashboards, and custom metrics. AgencyAnalytics AgencyAnalytics

The particularly useful part for your use case is that you can build a standardized client template once and then automate it across accounts. Its reporting system can send scheduled reports automatically, while clients can also access live dashboards. AgencyAnalytics Knowledge Base

I'd choose this if: you have 10–100+ clients and want a relatively turnkey agency reporting operation.

2. Whatagraph — best if you're doing sophisticated ROI calculations

whatagraph.com

Whatagraph becomes interesting when you need to combine lots of different sources and perform data transformations/custom calculations rather than simply displaying platform metrics.

It supports automated weekly/monthly delivery, and its current Max plan specifically targets growing agencies that need automated reporting, cross-channel aggregation, custom metrics/dimensions, goals and alerts. Whatagraph Help Center Whatagraph Help Center

I'd choose this if: your ROI calculation looks something like:

Ad spend + agency fee → leads → qualified leads → sales → revenue → gross profit → ROI

rather than simply revenue ÷ ad spend.

3. DashThis — best combination of simplicity and agency reporting

dashthis.com

DashThis is particularly attractive if you don't want to build a complicated BI system. It pulls data from 30+ platforms, supports calculated widgets, lets you clone reports across clients, and automatically distributes reports by email. DashThis DashThis

It also explicitly supports ROI reporting for things like PPC and ecommerce, and can combine advertising and revenue data into the same dashboard. DashThis

I'd choose this if: your desired workflow is basically connect accounts → use template → calculate KPIs → email client every week.

The important distinction: reporting ROI vs. actually calculating ROI

For an agency, I'd avoid choosing software solely because it says "ROI."

You ideally want to be able to define your own formula, for example:

Marketing ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost × 100

And potentially:

True Client ROI = (Gross Profit − Ad Spend − Agency Fees) / (Ad Spend + Agency Fees) × 100

The second calculation is much more useful for proving the agency's actual economic value.

You may therefore want your weekly report to automatically produce something like:

Weekly Performance — Sept. 1–7
Revenue attributed: $48,200 ↑ 18%
Marketing investment: $12,400
Leads: 387 ↑ 12%
Customers: 64 ↑ 9%
CAC: $194 ↓ 7%
ROAS: 3.89x
ROI: 289%

What happened: Revenue increased primarily from Google Search and returning customers.
What we're doing next: Increase Search budget 10% and reduce spend on Campaign X.

That's where I'd put the emphasis: automated numbers + automated narrative, rather than just another dashboard.

My recommendation

If I were setting this up for an agency today:

1. AgencyAnalytics — best overall agency operating system.
2. Whatagraph — best if sophisticated cross-source ROI calculations are central.
3. DashThis — best if you want something simple, fast, and client-friendly.
4. Looker Studio — best if you have technical resources and want maximum customization.
5. Databox — best if clients primarily care about high-level KPIs and goals.

If your agency's differentiator is specifically "every client automatically receives an intelligent weekly ROI/performance summary", I'd lean AgencyAnalytics or Whatagraph, rather than a generic dashboarding tool.

For agencies, the best software depends on whether you mainly need automated dashboards, AI-written weekly summaries, or true ROI/profit reporting (revenue, pipeline, ROAS, CAC, LTV). Here are the strongest options:

Best picks by agency type

1. Paid ads agency (Google Ads + Meta + ROAS focus)

Best choices:

• Swydo
• AgencyAnalytics
• Whatagraph

Look for:

• ROAS calculation
• CPA/CPL trends
• spend pacing
• conversion tracking
• automated commentary

2. Performance marketing agency that wants AI-written summaries

Consider newer AI-first tools such as Pulse Analytics, which focuses on automatically pulling campaign data, calculating changes, and generating weekly client summaries. Pulse Analytics

Also worth evaluating:

• Soku — positioned around turning performance data into written explanations and recommendations rather than only charts. Soku
• ReportsMate — focused on branded, scheduled AI-narrated marketing reports. ReportsMate

3. Ecommerce agencies needing true ROI/profit reporting

Prioritize tools that connect:

• Shopify/Amazon revenue
• ad spend
• margin/profit
• customer value

Options:

• Klipfolio (custom metrics)
• Databox (business dashboards)
• PayHelm (scheduled business/revenue reporting workflows) PayHelm

What I would shortlist for most agencies

1. Best overall agency reporting: AgencyAnalytics
2. Best if you want reports that explain results automatically: Soku or Pulse Analytics Pulse Analytics Soku
3. Best value/custom setup: Looker Studio + automation layer
4. Best for enterprise agencies: TapClicks

A strong agency stack often looks like:

Data sources (Meta Ads, Google Ads, GA4, Shopify, CRM) → reporting tool → AI-generated weekly summary → white-label email/PDF/client portal

For ROI-focused clients, make sure the tool can report more than clicks and impressions:

• Revenue generated
• ROAS
• CAC
• Cost per qualified lead
• Pipeline value
• Customer lifetime value
• Profit (not just revenue)

If you tell me your agency type (SEO, paid ads, ecommerce, lead gen, SaaS, etc.) and approximate client count, I can narrow this to 2–3 best fits.

For an agency that wants automated weekly client performance summaries + ROI calculations, I’d prioritize tools that can:

• Pull data automatically from ad platforms, analytics, CRM, and ecommerce tools
• Calculate KPIs like ROAS, CAC, CPL, revenue attribution, and ROI
• Generate plain-English summaries (not just charts)
• Send branded weekly emails/PDFs or client portal updates
• Scale across many clients without manual spreadsheet work

Here are the strongest options:

AgencyPro The Digital Project Manager## My shortlist by agency type

1. Performance marketing / PPC agency

Best picks:

• AgencyAnalytics
• Swydo
• Whatagraph

Typical automated report:

• Ad spend
• Leads/conversions
• Cost per acquisition
• ROAS
• Revenue generated
• Campaign winners/losers
• Recommendations for next week

The Digital Project Manager Swydo### 2. SEO + content agency

Best picks:

• AgencyAnalytics
• Looker Studio
• Databox

Useful metrics:

• Organic traffic growth
• Keyword rankings
• Leads from organic search
• Conversion value
• Content ROI

3. Full-service agency wanting “executive summaries”

Consider adding an AI reporting layer. Newer tools can combine metrics with written explanations, e.g. automatically producing summaries like:

“Revenue increased 18% this week. Google Ads drove the largest gain, while Meta CPA increased 12%. Recommend shifting budget toward Search campaigns.”

Tools in this category include Pulse Analytics and similar AI reporting platforms. Pulse Analytics

A practical agency stack

For a 10–50 client agency, a common setup would be:

• Data collection: Google Ads + Meta Ads + GA4 + CRM/ecommerce integrations
• Reporting engine: AgencyAnalytics / Whatagraph / Databox
• Client delivery: Weekly branded email + dashboard link
• Internal review: Alerts when ROAS, CPA, or revenue targets move significantly

Features I would not compromise on

1. White-label reports

Clients should see your branding, not a software vendor.

2. Automated commentary

Charts alone rarely demonstrate value; clients need “what happened and why.”

3. ROI attribution

Make sure it can connect spend → leads → sales/revenue, not just impressions and clicks.

4. Templates

Build one “PPC client report,” one “SEO report,” etc., then clone.

5. Scheduled delivery

A weekly Monday morning report is much more valuable than a manually assembled monthly PDF.

Teamwork 1ClickReportIf I were choosing today:

• Small agency (1–15 clients): Looker Studio + a good template, or DashThis
• Growing marketing agency (15–100 clients): AgencyAnalytics
• Premium agency wanting impressive client-facing reports: Whatagraph
• Agency selling “we manage your growth” retainers: AgencyAnalytics + an AI summary layer

The best choice depends heavily on whether your ROI is mainly from ads, SEO, social, ecommerce, or lead generation.

If your goal is “every Monday, each client automatically gets a useful performance summary with ROI—not just a dashboard full of metrics”, I’d shortlist these:

1. AgencyAnalytics — my first choice

AgencyAnalytics is specifically built around the agency/client-reporting workflow. It supports 85+ integrations, reusable report templates, white-label dashboards, automated scheduling, and client portals. Reports can be scheduled weekly so the latest data is automatically pulled into the report. AgencyAnalytics AgencyAnalytics AgencyAnalytics

It also has Ask AI, anomaly detection, benchmarks and trend forecasting, which makes it more useful if you want the report to answer “what happened?” rather than simply display numbers. AgencyAnalytics

agencyanalytics.com

I'd choose it if: you're a typical performance/SEO/PPC/social agency with ~5–50 clients and want something your account managers can operate without building a data engineering stack.

2. Databox — best if ROI is central

Databox is particularly interesting if your reports need to connect marketing → leads → sales → revenue, rather than stopping at CPC, CPA and ROAS.

It has 130+ native integrations, goal tracking, KPI dashboards, AI analysis and scheduled reports. Importantly, its agency offering explicitly supports weekly automated client reports delivered by email or Slack. Databox Databox

databox.com

I'd choose it if: your ideal report says something like:

Spend: $12,400 → Leads: 317 → Customers: 42 → Revenue: $86,000 → Marketing ROI: 593%

rather than merely:

Impressions ↑ 14%, CTR ↑ 3%, CPC ↓ 8%.

3. Whatagraph — best-looking reports

Whatagraph is strong when you're aggregating lots of channels and want the client-facing output to look highly polished. Current comparisons position it particularly well for multi-source data blending and visual reporting. Databox Basedash

whatagraph.com

I'd choose it if: presentation quality is a major part of the value you're selling.

4. DashThis — best simple option

DashThis is attractive for agencies that don't want to spend weeks configuring a reporting system. Current comparisons describe it as particularly good for non-technical agencies that want professional reports quickly. DashThis

dashthis.com

I'd choose it if: you mainly need automated weekly reports and don't need a sophisticated analytics layer.

5. Google Looker Studio — best DIY option

If you have someone technical, Looker Studio can be extremely powerful and inexpensive, particularly for Google-heavy clients. The tradeoff is that you have to build and maintain much more of the reporting/automation infrastructure yourself. Current 2026 comparisons still identify it as the low-cost/flexible option. Databox Forge

lookerstudio.google.com

What I'd actually recommend

For your specific use case, I'd rank them:

1. AgencyAnalytics → if you want the easiest agency-ready solution
2. Databox → if ROI/revenue attribution and automated analysis are the priority
3. Whatagraph → if beautiful client reports are particularly important
4. DashThis → if you want simple and inexpensive
5. Looker Studio → if you want maximum customization and have technical capability

One important distinction: automating a report isn't the same as automating a performance summary. If what you really want is a system that sends clients something like:

This week: Revenue increased 18% while ad spend increased 6%. ROAS improved from 3.8x to 4.2x. The biggest contributor was Google Search, which generated 61% of incremental revenue. Meta CPA increased 22%, so we're reducing spend on the lowest-performing campaigns next week.

…then I'd lean Databox or AgencyAnalytics, and I'd specifically evaluate their AI/insight features rather than just their dashboard capabilities. Databox currently offers AI Performance Summaries, while AgencyAnalytics offers AI-generated insights, anomaly detection and forecasting. Databox AgencyAnalytics

If you tell me what kind of agency you run (SEO, PPC, social, web, full-service), number of clients, and where revenue data lives (Shopify, HubSpot, Salesforce, Stripe, etc.), I can narrow this to the best 2–3 options and compare their actual pricing at your client count.

If your main goal is “every Monday, automatically send each client a polished performance summary showing what happened, why it matters, and the ROI generated”, I’d shortlist these:

1. AgencyAnalytics — my default recommendation

agencyanalytics.com

This is probably the closest match to what you're describing. It has 85+ integrations, white-labeled client reporting, scheduled reports, KPI/goal tracking, and ROI-related reporting. You can schedule reports weekly and automatically pull in data from platforms such as Google Ads, Meta, HubSpot, Mailchimp and YouTube. AgencyAnalytics AgencyAnalytics

I'd choose it if: you're a typical performance marketing, SEO, PPC, or full-service agency with 5–100+ clients and want something your account managers can operate without building a data pipeline.

2. Databox — best if ROI/business KPIs are central

databox.com

Databox is particularly interesting if you want to go beyond advertising metrics and show things like:

Ad spend → leads → customers → revenue → ROAS → ROI

It is more BI/KPI-oriented than some agency-reporting products, so it's a good choice when your clients care about business outcomes rather than just campaign metrics. Current comparisons also put Databox among the strongest options for goal tracking and KPI monitoring. Databox Basedash

3. Whatagraph — best for sophisticated multi-channel reporting

whatagraph.com

I'd look here if you're managing lots of clients and lots of data sources. It's particularly good for combining advertising, social, SEO, analytics and other marketing data into client-facing reports, with white-labeling and more advanced data handling. DashThis Basedash

The downside is cost: its pricing has moved substantially upward in 2026, making it much easier to justify for a larger agency than a small shop. DashThis

4. DashThis — easiest to get running

dashthis.com

DashThis is my pick if you don't want your team spending weeks configuring reporting infrastructure. It has templates, automated data collection, scheduled client emails, calculated widgets, white-label dashboards and AI-generated insights. DashThis

It's particularly attractive for an agency that says:

“I don't need a complicated BI system. I just need every client to automatically get a really good report.”

5. Looker Studio — best if you want to build your own system

lookerstudio.google.com

If you have someone technical, Looker Studio + a data connector + your own ROI formulas can be extremely powerful.

For example, you can create:

ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost

and then build client-specific calculations around revenue, gross margin, lead value, recurring revenue, CAC, LTV, etc.

The tradeoff is that you're building more of the reporting infrastructure yourself. It isn't as turnkey for agency-wide client management and automated reporting as AgencyAnalytics or Whatagraph. Basedash Forge

What I'd pick

For most agencies: → AgencyAnalytics

For an agency selling “ROI/revenue growth” rather than marketing execution: → Databox

For 20–100+ clients with complicated multi-channel data: → Whatagraph

For simplicity and quick deployment: → DashThis

For a technical agency that wants completely custom ROI logic: → Looker Studio + a data pipeline

One important distinction: automated reporting ≠ automated ROI attribution. Most of these tools can calculate ROI if you give them reliable revenue/conversion data. The difficult part is usually connecting ad spend to actual revenue—especially when leads close in a CRM rather than directly on the website.

If you tell me what type of agency you run (PPC, SEO, web, social, lead gen, etc.), number of clients, and where revenue data lives (Shopify, HubSpot, Salesforce, Stripe, etc.), I can narrow this to the best 2–3 stacks and show exactly how I'd automate the weekly report + ROI calculation.

If your agency wants automated weekly client summaries + ROI/ROAS calculations, I’d shortlist these:

*Usually requires more setup/maintenance than the dedicated agency platforms.

My pick: AgencyAnalytics

For a typical lead-gen, PPC, SEO, or digital marketing agency, I'd start with AgencyAnalytics. It is specifically built around agencies, supports 85+ marketing integrations, and combines dashboards, client reporting, automated reporting, and AI-generated insights. AgencyAnalytics AgencyAnalytics

You can essentially create a template like:

Weekly Performance Summary — Client X
Ad spend: $4,200
Leads: 87
Qualified leads: 31
Revenue: $38,500
ROAS: 9.17x
Estimated ROI: 817%

What happened: Leads increased 18% while CPL fell 11%.
Why: Meta generated 12 additional qualified leads at 22% lower CPL.
Recommendation: Shift ~$500/week from Google Display to Meta.

Then have the underlying data refresh automatically and the report delivered to the client on a schedule. AgencyAnalytics explicitly positions its platform around automating client reporting and surfacing trends, dips, and opportunities with AI. AgencyAnalytics

Databox is my second choice

If ROI analysis and combining lots of disparate data sources are more important than having an agency-specific client portal, I'd look closely at Databox.

It supports 130+ integrations and can combine things like Google Ads, Meta, GA4, HubSpot, Salesforce, Shopify, Stripe, and accounting data. It also supports scheduled weekly reports via email/Slack. Databox Databox

That's particularly attractive if your ROI calculation looks something like:

Ad spend → leads → qualified leads → sales → revenue → gross profit

rather than simply:

Ad spend → conversions

Whatagraph if presentation is the priority

Whatagraph is particularly good when your agency wants beautiful, highly automated, branded reports across multiple channels. It supports cross-channel data blending and calculated metrics, which is useful for things like blended CPA or ROAS. Basedash

I'd choose it over AgencyAnalytics if the client-facing report itself is a major part of your agency's perceived value.

The important distinction: ROI vs ROAS

Make sure the software can calculate the metric you actually care about.

ROAS

Revenue attributed to ads ÷ Ad spend

Example: $40,000 revenue / $5,000 ad spend = 8x ROAS

ROI

(Revenue − total investment) ÷ total investment

If you're trying to prove the agency's business impact, you may want to include ad spend + agency fee + fulfillment costs, not just advertising spend.

That's where Databox or a more customized Looker Studio/data-warehouse setup can become attractive: you can bring CRM and revenue data into the same calculation rather than reporting only platform-reported conversions.

What I'd choose by agency type

• Lead-gen / PPC / SEO agency: AgencyAnalytics
• Paid media agency with complex cross-channel data: Databox
• 20+ clients and polished automated reporting: Whatagraph
• Small agency wanting simple automated reports: DashThis
• Agency with a data/analytics person and unusual ROI formulas: Looker Studio + a data connector/warehouse
• Need the AI to actually write the weekly narrative, not just display KPIs: I'd evaluate AgencyAnalytics and newer AI-first reporting products particularly closely.

One thing I'd not do is buy solely based on "number of integrations." The crucial question is whether the platform can get all the way from marketing spend → CRM outcomes → actual revenue, because that's what makes an ROI report credible rather than just another dashboard. Databox Databox

If you tell me what kind of agency you run (PPC, SEO, lead gen, creative, etc.), number of clients, and the tools your clients use (Google Ads/Meta/HubSpot/Salesforce/Shopify/etc.), I can narrow this to the best 2–3 options and compare their current pricing and ROI capabilities.

You can essentially create a template like:

Weekly Performance Summary — Client X
Ad spend: $4,200
Leads: 87
Qualified leads: 31
Revenue: $38,500
ROAS: 9.17x
Estimated ROI: 817%

What happened: Leads increased 18% while CPL fell 11%.
Why: Meta generated 12 additional qualified leads at 22% lower CPL.
Recommendation: Shift ~$500/week from Google Display to Meta.

Then have the underlying data refresh automatically and the report delivered to the client on a schedule. AgencyAnalytics explicitly positions its platform around automating client reporting and surfacing trends, dips, and opportunities with AI. AgencyAnalytics

Databox is my second choice

If ROI analysis and combining lots of disparate data sources are more important than having an agency-specific client portal, I'd look closely at Databox.

It supports 130+ integrations and can combine things like Google Ads, Meta, GA4, HubSpot, Salesforce, Shopify, Stripe, and accounting data. It also supports scheduled weekly reports via email/Slack. Databox Databox

That's particularly attractive if your ROI calculation looks something like:

Ad spend → leads → qualified leads → sales → revenue → gross profit

rather than simply:

Ad spend → conversions

Whatagraph if presentation is the priority

Whatagraph is particularly good when your agency wants beautiful, highly automated, branded reports across multiple channels. It supports cross-channel data blending and calculated metrics, which is useful for things like blended CPA or ROAS. Basedash

I'd choose it over AgencyAnalytics if the client-facing report itself is a major part of your agency's perceived value.

The important distinction: ROI vs ROAS

Make sure the software can calculate the metric you actually care about.

ROAS

Revenue attributed to ads ÷ Ad spend

Example: $40,000 revenue / $5,000 ad spend = 8x ROAS

ROI

(Revenue − total investment) ÷ total investment

If you're trying to prove the agency's business impact, you may want to include ad spend + agency fee + fulfillment costs, not just advertising spend.

That's where Databox or a more customized Looker Studio/data-warehouse setup can become attractive: you can bring CRM and revenue data into the same calculation rather than reporting only platform-reported conversions.

What I'd choose by agency type

• Lead-gen / PPC / SEO agency: AgencyAnalytics
• Paid media agency with complex cross-channel data: Databox
• 20+ clients and polished automated reporting: Whatagraph
• Small agency wanting simple automated reports: DashThis
• Agency with a data/analytics person and unusual ROI formulas: Looker Studio + a data connector/warehouse
• Need the AI to actually write the weekly narrative, not just display KPIs: I'd evaluate AgencyAnalytics and newer AI-first reporting products particularly closely.

One thing I'd not do is buy solely based on "number of integrations." The crucial question is whether the platform can get all the way from marketing spend → CRM outcomes → actual revenue, because that's what makes an ROI report credible rather than just another dashboard.

If you mean marketing/performance agencies that want to send clients a polished weekly “here’s what happened + what it means + ROI” report automatically, I’d shortlist these:

🥇 My pick: AgencyAnalytics

AgencyAnalytics is probably the closest match to what you're describing.

It connects to 85+ marketing platforms, supports automated weekly/monthly report delivery, white-labeling, client portals, KPI/goal tracking, and ROI insights. AgencyAnalytics AgencyAnalytics

agencyanalytics.com

A typical automated client report could be:

Weekly Performance Summary — Sept. 1–7
Spend: $4,250 ↑ 8%
Leads: 127 ↑ 21%
CPL: $33.46 ↓ 11%
Revenue attributed: $18,900
ROAS: 4.45x

What happened: Lead volume increased 21% while CPL decreased 11%. Meta generated the largest improvement.
Recommended action: Shift approximately 10% of budget toward the highest-converting campaign.

The important distinction is that dashboard/report automation and genuinely automated narrative summaries aren't exactly the same thing. AgencyAnalytics now has AI-powered insights that surface trends, dips and opportunities, but I'd evaluate the actual narrative-generation workflow during a trial if the written weekly summary is a major part of your product. AgencyAnalytics

If ROI calculations are the priority

I'd look particularly closely at AgencyAnalytics + Whatagraph.

Whatagraph is aimed more at agencies consolidating lots of marketing channels into polished client reports. Current comparisons generally position it as the stronger option for larger/more technically sophisticated agencies and multi-channel reporting. DashThis Anomaly AI

whatagraph.com

The key thing to check isn't merely whether a product says “ROI reporting.” You want to know whether it can calculate the specific business metric you sell:

ROI = (Attributed revenue − marketing cost − agency fee) / (marketing cost + agency fee)

or perhaps:

ROAS = attributed revenue / ad spend

Many platforms can display ROAS easily, while a more customized true client ROI calculation may require custom fields, formulas, CRM revenue data, or a separate data layer.

My ranking

1. AgencyAnalytics — best overall agency/client reporting workflow.
2. Whatagraph — best for larger agencies with lots of channels/data.
3. DashThis — best if you want something your account managers can deploy quickly.
4. Swydo — particularly attractive for PPC/social-heavy agencies.
5. Databox — excellent KPI/goal analytics, but less purpose-built around the agency-client experience.
6. Looker Studio — excellent if you're willing to build the system yourself.

DashThis is particularly interesting if your goal is “get a professional weekly report running with minimal technical work.” Current comparisons highlight its simplicity and transparent dashboard-based pricing. DashThis DashThis

dashthis.com

One important caveat

If by “automated weekly performance summary” you specifically mean:

Every Monday, automatically pull all client data → calculate ROI → compare against last week/target → write a human-sounding executive summary → explain what changed → email the client without an employee touching it

then I would not automatically choose the traditional dashboard tools.

That's a slightly different category: automated AI client reporting rather than simply automated dashboards.

If you tell me what type of agency you run (PPC, SEO, web, social, full-service, etc.), your number of clients, and the platforms you pull data from (Google Ads, Meta, HubSpot, Shopify, GA4, etc.), I can narrow this down to the 2–3 best options and show exactly how I'd build the weekly ROI report.

Whatagraph is aimed more at agencies consolidating lots of marketing channels into polished client reports. Current comparisons generally position it as the stronger option for larger/more technically sophisticated agencies and multi-channel reporting. dashthis.com findanomaly.ai

whatagraph.com

The key thing to check isn't merely whether a product says “ROI reporting.” You want to know whether it can calculate the specific business metric you sell:

ROI = (Attributed revenue − marketing cost − agency fee) / (marketing cost + agency fee)

or perhaps:

ROAS = attributed revenue / ad spend

Many platforms can display ROAS easily, while a more customized true client ROI calculation may require custom fields, formulas, CRM revenue data, or a separate data layer.

My ranking

If your main goal is “connect client data → automatically calculate performance/ROI → send a polished weekly summary”, I’d shortlist these:

1. AgencyAnalytics — my first choice

AgencyAnalytics is particularly well suited to your use case. It supports 85+ integrations, automated scheduled reports, white-label client portals/reports, goal tracking, and custom metrics. AgencyAnalytics AgencyAnalytics

The important part for ROI calculations is its custom-metric system. You can combine data from different integrations and create formulas—for example:

ROI = (Revenue − Marketing Spend) ÷ Marketing Spend × 100

It specifically supports custom calculations such as total marketing spend, cost per lead, and ROAS. AgencyAnalytics

You can then schedule the report to go out weekly and add commentary explaining what changed. AgencyAnalytics

I'd choose this if: you're an agency with ~10+ clients and want a repeatable reporting system rather than just dashboards.

2. DashThis — easiest to deploy

DashThis is probably the easiest option if you don't want to spend much time configuring a reporting infrastructure.

It pulls data from 30+ marketing platforms, supports calculated widgets, lets you clone dashboards between clients, and can automatically email clients a report summary, PDF, or dashboard link. DashThis DashThis

It also supports ROI reporting across advertising/ecommerce data. DashThis

I'd choose this if: your agency primarily needs beautiful automated weekly reports and doesn't need especially complicated business logic.

3. Whatagraph — best for sophisticated multi-channel reporting

Whatagraph becomes more interesting when you have lots of data sources and more complicated reporting requirements. Its higher-tier offering includes cross-channel aggregation, custom transformations, goals/alerts, custom branding, and automated weekly/monthly reporting. Whatagraph Help Center

I'd choose this if: you're a larger performance-marketing agency pulling data from many advertising, ecommerce, CRM, SEO and email systems.

4. Looker Studio — best if you want to build your own system

Google Looker Studio can be extremely powerful for ROI calculations, particularly if your agency already has data flowing into BigQuery, Sheets, a CRM, or a data warehouse.

The downside is that you'll be building more of the reporting workflow yourself. It's less turnkey than AgencyAnalytics or DashThis.

What I'd actually build

For a modern agency, I'd make the weekly client report something like:

Weekly Performance Summary — Client X

• Revenue: $48,200 ↑ 12%
• Marketing spend: $9,400 ↓ 4%
• Leads: 327 ↑ 18%
• Cost per lead: $28.75 ↓ 19%
• ROAS: 5.13x ↑ 17%
• ROI: 412% ↑ 23%

Then automatically generate 3–5 short observations:

What happened: Revenue increased 12% while spend decreased 4%.
Why: Paid search generated 31% more conversions, primarily from Brand and high-intent campaigns.
What we're doing next: Shift additional budget toward the campaigns producing the lowest cost per qualified lead.

AgencyAnalytics is the one I'd test first because it combines the reporting automation, agency/client workflow, custom calculations, and white-labeling particularly well. It currently says it serves 7,000+ agencies and 150,000 clients. AgencyAnalytics

If you tell me what type of agency you run (PPC, SEO, social, web, full-service, etc.) and where the revenue data lives (Shopify, HubSpot, Stripe, Salesforce, GA4, etc.), I can narrow this down to the best 2–3 setups and show exactly how I'd automate the weekly ROI report.

2. DashThis — easiest to deploy

DashThis is probably the easiest option if you don't want to spend much time configuring a reporting infrastructure.

It pulls data from 30+ marketing platforms, supports calculated widgets, lets you clone dashboards between clients, and can automatically email clients a report summary, PDF, or dashboard link. DashThis DashThis

It also supports ROI reporting across advertising/ecommerce data. DashThis

I'd choose this if: your agency primarily needs beautiful automated weekly reports and doesn't need especially complicated business logic.

3. Whatagraph — best for sophisticated multi-channel reporting

Whatagraph becomes more interesting when you have lots of data sources and more complicated reporting requirements. Its higher-tier offering includes cross-channel aggregation, custom transformations, goals/alerts, custom branding, and automated weekly/monthly reporting. help.whatagraph.com

I'd choose this if: you're a larger performance-marketing agency pulling data from many advertising, ecommerce, CRM, SEO and email systems.

4. Looker Studio — best if you want to build your own system

Google Looker Studio can be extremely powerful for ROI calculations, particularly if your agency already has data flowing into BigQuery, Sheets, a CRM, or a data warehouse.

The downside is that you'll be building more of the reporting workflow yourself. It's less turnkey than AgencyAnalytics or DashThis.

What I'd actually build

If your agency’s goal is “every Monday, each client automatically gets a polished performance summary with KPIs, trends, and ROI”, I’d shortlist these:

1. agencyanalytics.com — my top pick

This is probably the closest match to what you're describing. It is explicitly built around agencies, with 85+ data sources, automated client reports, white labeling, client portals, goal tracking and ROI insights. You can schedule reports weekly or monthly and include commentary explaining performance. AgencyAnalytics AgencyAnalytics AgencyAnalytics

A particularly useful feature is that you can combine data from things like Google Ads + Meta + GA4 + HubSpot + call tracking rather than making clients look at five different platforms.

I'd choose this if: you have 10+ clients and want a repeatable reporting system that account managers can largely set and forget.

2. dashthis.com — best for easy setup

DashThis is excellent if you don't want to build a complicated reporting infrastructure. It pulls data from 30+ marketing platforms, lets you create/clone client dashboards, and automatically sends reports by email on a schedule. It also has calculated widgets, which are useful for custom KPIs and ROI calculations. DashThis DashThis

Current pricing starts at $44/month, according to its site, with a 14-day trial. DashThis

I'd choose this if: your priority is getting attractive weekly reports running quickly with minimal technical work.

3. whatagraph.com — best for sophisticated multi-channel reporting

Whatagraph is stronger when you're aggregating lots of data sources and need more sophisticated transformations. Its current Max plan, for example, includes automated weekly/monthly reporting, cross-channel aggregation, custom metrics/dimensions, goals and alerts, and custom branding. Whatagraph Help Center

The tradeoff is cost: the current Max plan is listed at €699/month when billed annually, so I'd generally look at this for a larger agency rather than a 5-client shop. Whatagraph Help Center

4. lookerstudio.google.com — best DIY/value option

If you have someone technical on the team, Looker Studio can be extremely flexible. You can build exactly the dashboard and ROI formulas you want, but you'll spend considerably more time maintaining connectors, calculations, layouts, and automated delivery.

I'd use it when customization matters more than agency workflow.

5. databox.com — best for “how are we doing against the goal?”

Databox is particularly interesting if your client reports revolve around goals: revenue, leads, CAC, ROAS, conversion rate, etc. It tends to work well for an executive-style “here's what happened this week and are we on track?” presentation.

What I'd actually recommend

For an agency selling ongoing marketing services, I'd rank them:

1. AgencyAnalytics → best all-around agency operating system for reporting
2. DashThis → easiest way to get professional automated reports running
3. Whatagraph → best if you're dealing with lots of channels/data and larger clients
4. Databox → best when goal/KPI tracking is the centerpiece
5. Looker Studio → best if you want maximum customization and have technical resources

One important distinction: “ROI calculation” can mean very different things. If you want something like:

Ad spend: $8,000
Revenue generated: $32,000
Agency fee: $3,000
Total investment: $11,000
Client ROI: 191%

then I'd specifically evaluate the platforms based on whether they can combine ad spend + revenue + agency fees + offline conversions/CRM data into a single client-level calculation. That's more demanding than simply reporting ROAS.

If you tell me what type of agency you run (SEO, PPC, social, web, full-service, etc.) and roughly how many clients you have, I can narrow this down to the 2–3 best options and compare their current pricing, automation, ROI capabilities, and client-facing experience.

If your goal is specifically “every Monday, automatically send each client a concise performance + ROI summary”, I’d shortlist these:

1. AgencyAnalytics — my default recommendation

agencyanalytics.com is probably the closest match to what you're describing.

It is explicitly built around agency/client reporting, supports 85+ integrations, lets you create reusable report templates, white-label the reports, and schedule them automatically. It also supports custom metrics for combining data and demonstrating ROI. AgencyAnalytics AgencyAnalytics

A typical automated report could be:

Weekly Performance — Client A
Ad spend: $4,200 ↑ 8%
Leads: 183 ↑ 21%
Revenue: $31,400 ↑ 17%
ROAS: 7.48x ↑ 9%
CPL: $22.95 ↓ 11%
Summary: Revenue increased 17%, primarily driven by Google Ads.
Next step: Shift ~10% of budget toward Campaign X.

That's much closer to an agency productized reporting service than simply giving clients a dashboard.

2. Databox — best if ROI calculations are the centerpiece

databox.com is particularly interesting if you need to combine marketing, sales, CRM and financial data.

Its calculated metrics can combine data from multiple sources to calculate things like ROI, conversion rates and custom KPIs, while reports can be automatically delivered weekly by email or Slack. Databox Databox

I'd choose Databox over AgencyAnalytics when your definition of ROI is something like:

Ad spend → leads → opportunities → closed revenue → gross profit

rather than simply:

Ad spend → conversions → ROAS

3. Looker Studio — best if you want to build your own system

lookerstudio.google.com is worth considering if your agency has someone comfortable building data models.

You can create very customized calculations and dashboards, but it takes considerably more work to turn it into a polished, scalable “automated weekly client intelligence” system. I'd generally choose it when flexibility and cost matter more than agency-specific workflow.

4. Whatagraph — best for beautiful client-facing reporting

whatagraph.com is another strong agency-oriented option if the report itself is a major part of the client experience.

It's particularly attractive when you're aggregating paid ads, social, SEO, analytics, etc. and want the output to look polished without your account managers manually assembling it.

What I'd pick

For a typical digital marketing agency: AgencyAnalytics

For an agency selling “ROI intelligence” rather than just marketing reports: Databox

For a custom data/BI operation: Looker Studio

The important distinction is that automating the report isn't the hard part anymore. The differentiator is automatically generating the interpretation:

What happened → Why it happened → Financial impact → What we recommend doing next.

If that's what you're trying to build, Databox and AgencyAnalytics are the two I'd evaluate first. AgencyAnalytics is more agency/reporting-centric; Databox is stronger when you need to join marketing performance with CRM/revenue data and calculate genuinely business-level ROI. Databox Databox

If your main goal is automated weekly client performance summaries + credible ROI calculations, I’d shortlist these:

*Usually requires more setup than the dedicated agency platforms.

1. AgencyAnalytics — my top pick

AgencyAnalytics is probably the strongest fit if you want something that feels like an agency operating system for client reporting, rather than just a dashboard.

It supports automated scheduled reports, white-label reports, dashboards, and a large integration ecosystem. Its current product also uses AI to surface trends, performance drops, and opportunities across client accounts. AgencyAnalytics AgencyAnalytics Knowledge Base

Good workflow:

Data from Google Ads + Meta + GA4 + CRM → AgencyAnalytics → automated weekly client report → performance summary + KPI/ROI view

I'd choose this if you have multiple clients and want reporting to become a standardized agency process.

2. DashThis — best if you want it dead simple

DashThis is excellent if your priority is getting attractive client reports running quickly without a lot of technical work.

It pulls data from 30+ platforms, supports calculated widgets, combines multiple channels into one report, and can automatically email reports to clients. It also supports custom branding/custom domains. DashThis DashThis

A particularly useful feature for your use case is its ability to combine advertising spend, conversions, revenue and other KPIs into a single dashboard, allowing you to present ROI rather than just channel metrics. DashThis

I'd pick DashThis over AgencyAnalytics if: you mainly need beautiful weekly reports and dashboards, rather than a broader agency management/reporting platform.

3. Whatagraph — best for more sophisticated agencies

Whatagraph is worth considering if you're dealing with lots of data sources or larger clients.

It supports automated report delivery on a defined schedule, including weekly reporting, and lets agencies choose whether reports are automatically sent or reviewed before delivery. Whatagraph Help Center

Its current higher-tier offering also supports custom metrics/dimensions, data aggregation, goals and alerts, and advanced integrations. Whatagraph Help Center

The tradeoff is cost and complexity: its current Max plan is listed at €699/month when billed annually, so I'd generally reserve it for agencies where reporting complexity justifies the expense. Whatagraph Help Center

What I'd actually choose

• 5–20 clients: DashThis or AgencyAnalytics
• 20–100+ clients: AgencyAnalytics
• Large clients / complex data warehouse integrations: Whatagraph
• Very customized reporting and you're comfortable building it yourself: Looker Studio

One important distinction: automated reporting isn't necessarily automated ROI analysis. Before choosing, I'd verify that the software can calculate the specific ROI formula your agency sells to clients.

For example:

Marketing ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost × 100

If you need to incorporate agency fees + ad spend + product/service revenue + CRM pipeline + offline conversions, I'd lean toward AgencyAnalytics or Whatagraph, or a custom Looker Studio/BI setup. DashThis is particularly attractive when the calculation can be expressed cleanly through its calculated widgets. DashThis

My ranking for your exact use case: #1 AgencyAnalytics, #2 DashThis, #3 Whatagraph.

If you tell me what kind of agency you run (SEO, PPC, social, web, full-service, etc.) and roughly how many clients, I can narrow this down to the best 2–3 options and compare pricing, integrations, white-labeling, AI-generated summaries, and ROI calculations.

2. DashThis — best if you want it dead simple

DashThis is excellent if your priority is getting attractive client reports running quickly without a lot of technical work.

It pulls data from 30+ platforms, supports calculated widgets, combines multiple channels into one report, and can automatically email reports to clients. It also supports custom branding/custom domains. DashThis DashThis

A particularly useful feature for your use case is its ability to combine advertising spend, conversions, revenue and other KPIs into a single dashboard, allowing you to present ROI rather than just channel metrics. DashThis

I'd pick DashThis over AgencyAnalytics if: you mainly need beautiful weekly reports and dashboards, rather than a broader agency management/reporting platform.

3. Whatagraph — best for more sophisticated agencies

Whatagraph is worth considering if you're dealing with lots of data sources or larger clients.

It supports automated report delivery on a defined schedule, including weekly reporting, and lets agencies choose whether reports are automatically sent or reviewed before delivery. Whatagraph Help Center

Its current higher-tier offering also supports custom metrics/dimensions, data aggregation, goals and alerts, and advanced integrations. Whatagraph Help Center

The tradeoff is cost and complexity: its current Max plan is listed at €699/month when billed annually, so I'd generally reserve it for agencies where reporting complexity justifies the expense.

What I'd actually choose

• 5–20 clients: DashThis or AgencyAnalytics
• 20–100+ clients: AgencyAnalytics
• Large clients / complex data warehouse integrations: Whatagraph
• Very customized reporting and you're comfortable building it yourself: Looker Studio

One important distinction: automated reporting isn't necessarily automated ROI analysis. Before choosing, I'd verify that the software can calculate the specific ROI formula your agency sells to clients.

For example:

If your goal is specifically “every Monday, clients automatically receive a polished summary of what happened last week + what it means + ROI”, I’d shortlist these:

*Usually requires more configuration/automation around delivery.

🥇 My pick: AgencyAnalytics

agencyanalytics.com is probably the strongest fit if you're a marketing agency managing multiple clients.

It lets you create a report once and schedule it to automatically send on your reporting cadence. It also supports custom metrics, cross-channel reporting, white-label reports, client portals, anomaly detection, forecasting, and AI-generated insights. AgencyAnalytics AgencyAnalytics AgencyAnalytics

The particularly useful part for your use case is that you can build a standardized client template like:

Weekly Performance Summary
Spend: $8,420 ↑ 12%
Revenue: $31,700 ↑ 24%
ROAS: 3.76x ↑ 11%
Leads: 184 ↑ 18%
Cost/Lead: $45.76 ↓ 5%

What happened: Revenue grew faster than spend, primarily from Google Search.
What it means: Efficiency improved despite increased acquisition volume.
Next week: Shift additional budget toward the highest-converting campaigns.

That's much closer to “automated client communication” than simply giving clients a dashboard.

🥈 Whatagraph

whatagraph.com is particularly compelling if your agency combines lots of sources—paid ads, SEO, ecommerce, email, CRM, etc.

Its current Max plan specifically supports automated weekly/monthly client reporting, cross-channel aggregation, custom transformations, goals and alerts, and custom branding. Whatagraph Help Center

I'd favor it over AgencyAnalytics if data aggregation across many disparate marketing sources is the hardest part of your reporting workflow.

🥉 DashThis

dashthis.com is my choice if you want something your team can configure quickly without building a complicated BI system.

It supports 30+ integrations, automated report delivery, reusable templates, calculated widgets, custom KPIs, and white-label dashboards. It explicitly supports ROI/ROAS reporting for paid media. DashThis DashThis

Its AI Insights feature can automatically identify wins, problems, opportunities and trends in the dashboards. DashThis

What I'd choose by agency type

• SEO/PPC agency: AgencyAnalytics
• Full-service / multi-channel agency: Whatagraph
• Small agency wanting simple setup: DashThis
• Agency with a technical/data person: Looker Studio + automation
• Agency focused heavily on goals/KPIs: Databox

One important distinction

If by “ROI calculations” you mean actual business ROI, not just ROAS, make sure the platform can ingest revenue/profit data, not merely ad spend and conversions.

For example:

Marketing ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost × 100

You may want to incorporate:

• Ad spend
• Agency fee
• Cost of goods/services
• Revenue
• Lead value
• CRM opportunity data
• Closed-won revenue
• Lifetime value

That's where custom metrics/data connections become more important than having a pretty reporting dashboard.

For most agencies, I'd start with AgencyAnalytics and Whatagraph, then test the exact same client report in both. The winner should be the one that can produce your desired weekly narrative and ROI calculation with the least manual intervention.

That's much closer to “automated client communication” than simply giving clients a dashboard.

🥈 Whatagraph

whatagraph.com is particularly compelling if your agency combines lots of sources—paid ads, SEO, ecommerce, email, CRM, etc.

Its current Max plan specifically supports automated weekly/monthly client reporting, cross-channel aggregation, custom transformations, goals and alerts, and custom branding. help.whatagraph.com

I'd favor it over AgencyAnalytics if data aggregation across many disparate marketing sources is the hardest part of your reporting workflow.

🥉 DashThis

dashthis.com is my choice if you want something your team can configure quickly without building a complicated BI system.

It supports 30+ integrations, automated report delivery, reusable templates, calculated widgets, custom KPIs, and white-label dashboards. It explicitly supports ROI/ROAS reporting for paid media.

Its AI Insights feature can automatically identify wins, problems, opportunities and trends in the dashboards.

What I'd choose by agency type

If your agency’s goal is “every Monday, clients automatically get a polished summary of what happened, what it means, and whether the marketing generated ROI,” I’d shortlist these:

My top picks

1. AgencyAnalytics — best overall for an agency

agencyanalytics.com

This would be my first choice for most marketing agencies. It is specifically built around agency/client reporting, with 85+ integrations, reusable report templates, white-label dashboards, automated scheduling, and client portals. AgencyAnalytics AgencyAnalytics

It also supports custom metrics, so you can calculate things like:

• ROAS = revenue ÷ ad spend
• Cost per qualified lead
• Total marketing spend across channels
• Conversion rates
• Custom ROI formulas

AgencyAnalytics Knowledge BaseIts newer AI features can also surface trends and summarize performance, which gets closer to the experience of “here's what happened this week and what you should know” rather than simply emailing a dashboard. AgencyAnalytics

Best if: you sell SEO, PPC, paid social, web, or broader digital marketing services and want a turnkey client-reporting system.

2. Databox — best if ROI calculations are the priority

databox.com

I'd look particularly closely at Databox if your clients care about business outcomes rather than marketing metrics.

Its Data Calculations functionality lets you combine metrics from multiple sources and calculate ROI, conversion rates, KPIs and other custom formulas without coding. Databox

For example, you could combine:

Google Ads spend + CRM revenue + Shopify sales → marketing ROI

and then automatically include that calculation in the client's weekly report.

Databox can also automatically send reports weekly via email or Slack, and its agency offering supports reusable branded templates across clients. Databox Databox

Best if: your agency needs to connect marketing activity to leads, sales, revenue, and ultimately ROI.

3. Whatagraph — best for highly polished automated reporting

whatagraph.com

Whatagraph is particularly attractive if the product you deliver to clients is essentially a beautiful automated performance report.

You can create reports from templates or generate them with its AI functionality, then schedule them for automatic delivery. It supports review-before-send workflows as well as fully automatic sending. Whatagraph Help Center Whatagraph Help Center

Its higher-tier plans also support custom transformations, cross-channel aggregation, goals and alerts, and extensive integrations. Whatagraph Help Center

Best if: presentation and automation are more important than building elaborate analytical models.

What I'd choose

For a typical digital marketing agency: AgencyAnalytics.

For an agency selling measurable revenue/ROI outcomes: Databox.

The distinction is important:

• AgencyAnalytics: “Here's how your marketing channels performed.”
• Databox: “Here's how your marketing performed, how that translates into business KPIs, and what the ROI was.”
• Whatagraph: “Here's a polished, automated client report that looks great and requires very little manual work.”

If you're trying to build something like a fully automated weekly client email, I'd actually structure it as:

Weekly Performance Summary

Revenue: $84,200 ↑ 12%
Marketing Spend: $11,400 ↓ 4%
Leads: 327 ↑ 18%
Cost/Lead: $34.86 ↓ 19%
Marketing ROI: 638% ↑ 24%

What changed: Paid search generated 42% more qualified leads while spend increased only 7%.

What matters: The strongest improvement came from the new high-intent campaign.

Next action: Shift 10–15% of budget toward the two campaigns producing the lowest cost per qualified opportunity.

Databox is probably the strongest fit for that exact use case, while AgencyAnalytics is the safer choice if you want a broader agency-management/reporting platform. Databox explicitly supports the custom calculations needed to construct metrics like ROI from multiple data sources. Databox

If you tell me what kind of agency you run (PPC, SEO, web, creative, lead gen, etc.) and what systems your clients use (Google Ads, Meta, HubSpot, Salesforce, Shopify, Stripe, etc.), I can narrow this to the best 2–3 tools and show exactly how I'd automate the weekly report + ROI calculation.

For example, you could combine:

Google Ads spend + CRM revenue + Shopify sales → marketing ROI

and then automatically include that calculation in the client's weekly report.

Databox can also automatically send reports weekly via email or Slack, and its agency offering supports reusable branded templates across clients. Databox Databox

Best if: your agency needs to connect marketing activity to leads, sales, revenue, and ultimately ROI.

3. Whatagraph — best for highly polished automated reporting

whatagraph.com

Whatagraph is particularly attractive if the product you deliver to clients is essentially a beautiful automated performance report.

You can create reports from templates or generate them with its AI functionality, then schedule them for automatic delivery. It supports review-before-send workflows as well as fully automatic sending. help.whatagraph.com help.whatagraph.com

Its higher-tier plans also support custom transformations, cross-channel aggregation, goals and alerts, and extensive integrations. help.whatagraph.com

Best if: presentation and automation are more important than building elaborate analytical models.

What I'd choose

For a typical digital marketing agency: AgencyAnalytics.

For an agency selling measurable revenue/ROI outcomes: Databox.

The distinction is important:

If you’re an agency and the goal is “automatically send each client a useful weekly performance summary, including ROI/ROAS, without rebuilding reports every week,” I’d shortlist these:

1. agencyanalytics.com — my top pick

This is probably the closest match to what you're describing.

It is specifically built around agency client reporting, with 85+ integrations, reusable templates, white-label reports, automated scheduling, goals/budget tracking, and custom metrics for demonstrating ROI. It can send reports automatically on a daily, weekly, or monthly schedule. AgencyAnalytics AgencyAnalytics

Its newer AI features can also analyze client data and surface trends, opportunities, and actionable insights rather than simply dumping KPIs into a PDF. AgencyAnalytics

I'd choose it if: you have 10+ clients and want a standardized reporting system your account managers can largely leave on autopilot.

2. swydo.com — particularly good for PPC agencies

Swydo is very strong if your clients are primarily Google Ads / Meta / Microsoft Ads / SEO accounts.

You can create a master template, roll it out across clients, schedule weekly delivery, combine data sources, define custom metrics, track goals, and white-label everything. Swydo Swydo

A particularly relevant feature is its AI reporting: Swydo says it can generate an AI summary of results and include it in the automated client email. Swydo

I'd choose it if: your ideal weekly email is something like:

Spend: $8,420 ↑ 12%
Revenue: $31,600 ↑ 24%
ROAS: 3.75x ↑ 11%
CPA: $42 ↓ 8%
Summary: Revenue increased faster than spend, primarily from...

That is very close to the workflow you're asking for.

3. whatagraph.com — best for complicated data stacks

Whatagraph is worth considering if you're pulling data from lots of sources—advertising, CRM, ecommerce, SEO, email, etc.

Its reporting automation lets you specify the frequency, delivery day/time, timezone, and whether reports should be automatically sent or reviewed first. Whatagraph Help Center

It also has Whatagraph IQ, which can generate reports from prompts and produce automated analysis. Whatagraph Help Center

One caveat: its current Max plan is listed at €699/month annually, so I'd look at it more seriously once you're operating at meaningful agency scale. Whatagraph Help Center

What I'd actually recommend

For most marketing agencies: AgencyAnalytics.

For a performance/PPC-focused agency: Swydo.

For a larger agency with complicated cross-channel data: Whatagraph.

The important distinction is that you don't just want a reporting tool. You want a system that can do this:

Data sources → calculations → anomaly/trend detection → written executive summary → branded email → automatic weekly delivery

For example:

Weekly Client Performance — Aug 17–23

Revenue: $42,850 (+18%)
Marketing spend: $11,200 (+5%)
ROAS: 3.83x (+12%)
Leads: 486 (+9%)
Cost per lead: $23.05 (-4%)

What happened: Revenue grew 18% while spend increased only 5%, resulting in a 12% improvement in ROAS. Google Ads generated the largest incremental revenue, while Meta's CPL improved 9%.

Next action: Shift approximately 10% of budget toward the highest-performing Google campaigns and investigate the decline in Meta conversion volume.

AgencyAnalytics and Swydo are the two I'd demo first for that exact workflow. AgencyAnalytics Swydo

If you tell me what kind of agency you run (PPC, SEO, web, full-service, etc.), your approximate number of clients, and where the data lives (GA4, Google Ads, Meta, HubSpot, Shopify, Stripe, etc.), I can narrow this to the best 2–3 options and compare their pricing and ROI capabilities.

If your agency wants to automatically send clients a weekly performance summary and show actual ROI, I’d shortlist these:

🥇 My pick: AgencyAnalytics

For a typical agency, I'd start with AgencyAnalytics. It is specifically designed around agency/client workflows, supports 85+ data sources, automated scheduled reports, white-labeling, client portals, and AI-powered insights. AgencyAnalytics AgencyAnalytics AgencyAnalytics

A weekly client email could essentially become:

Weekly Performance Summary — Client X
Revenue: $42,800 ↑ 12%
Ad spend: $8,400 ↓ 4%
Leads: 186 ↑ 21%
Cost per lead: $45 ↓ 18%
ROAS: 5.1x

What changed: Lead volume increased primarily from Google Ads.
What matters: Cost per lead fell 18% while spend decreased 4%.
Next action: Increase budget on the highest-converting campaign.

That is much more valuable to a client than simply emailing a dashboard full of numbers.

🧮 If ROI calculation is the priority: Databox

I'd seriously consider Databox if your agency needs to combine data from multiple systems and calculate its own business metrics. Its calculated-metrics functionality can combine data sources and calculate KPIs, conversion rates, ROI, etc., without coding or spreadsheets. It also supports scheduled weekly reports and AI-generated analysis. Databox Databox Databox

For example, you could combine:

• Google Ads spend
• Meta Ads spend
• HubSpot revenue
• Shopify revenue
• CRM opportunities
• Agency fees

…and calculate something like:

Client ROI = (Attributed Revenue − Marketing Cost − Agency Fee) / (Marketing Cost + Agency Fee)

That lets you report business ROI, rather than merely advertising ROAS.

Databox's current agency pricing starts at $79/month billed annually for Agency Starter, with client accounts and unlimited users; higher plans add capabilities such as datasets, forecasting and more. Databox

What I'd choose by agency type

• SEO/PPC/social agency with 5–30 clients: AgencyAnalytics
• Performance agency where proving revenue/ROI is central: Databox
• Large multi-channel agency producing polished reports: Whatagraph
• Small agency that wants simple setup: DashThis
• Agency with a technical/data person who wants maximum flexibility: Looker Studio

One important distinction: ROAS isn't the same as ROI. If your clients care about "Did the money we gave the agency actually make us money?", I'd prioritize a platform that lets you bring in revenue + ad spend + agency fees + other costs, rather than one that merely reports platform ROAS.

If you tell me what type of agency you run (PPC, SEO, web, social, full-service, etc.), number of clients, and where client revenue lives (Shopify, HubSpot, Salesforce, Stripe, etc.), I can narrow this down to the best 2–3 options and compare their pricing and automation capabilities.

🧮 If ROI calculation is the priority: Databox

I'd seriously consider Databox if your agency needs to combine data from multiple systems and calculate its own business metrics. Its calculated-metrics functionality can combine data sources and calculate KPIs, conversion rates, ROI, etc., without coding or spreadsheets. It also supports scheduled weekly reports and AI-generated analysis.

For example, you could combine:

• Google Ads spend
• Meta Ads spend
• HubSpot revenue
• Shopify revenue
• CRM opportunities
• Agency fees

…and calculate something like:

Client ROI = (Attributed Revenue − Marketing Cost − Agency Fee) / (Marketing Cost + Agency Fee)

If your goal is specifically “every Monday, each client gets a useful performance summary + ROI/ROAS numbers without an account manager touching it,” I’d shortlist these:

*ROI calculations often require custom calculated fields/data blending rather than being completely turnkey.

🥇 My pick: AgencyAnalytics

agencyanalytics.com is probably the closest match to what you're describing.

It has 85+ marketing integrations, reusable client templates, automated email delivery, white-label reporting, KPI tracking, and commentary/insight functionality. AgencyAnalytics AgencyAnalytics

A good automated weekly report could look like:

Client: ABC Company — Week of Aug. 17

Revenue: $42,800 ↑ 18%
Ad spend: $8,200 ↓ 4%
ROAS: 5.22x ↑ 23%
Leads: 184 ↑ 12%
Cost/lead: $44.57 ↓ 14%

What happened: Revenue increased primarily from Google Ads while spend remained essentially flat.

Agency recommendation: Shift 10–15% of budget toward the campaigns producing the lowest cost per qualified lead.

That last layer—turning raw metrics into a short explanation and recommendation—is where I'd put particular emphasis when evaluating vendors.

🥈 Whatagraph

whatagraph.com is the one I'd investigate if your agency cares heavily about beautiful, presentation-ready reports and aggregates lots of channels.

Current comparisons generally position Whatagraph as particularly strong for multi-channel reporting and polished automated client reports. Basedash US Tech Automations

I'd choose it over AgencyAnalytics if the report itself is a major part of your perceived client deliverable.

🥉 Databox

databox.com is particularly interesting if ROI requires combining marketing data with CRM/revenue data.

For example:

Google Ads + Meta → HubSpot → closed revenue → ROI

Databox says agencies can combine campaign data with HubSpot CRM data and automatically deliver branded reports weekly by email or Slack. Databox

That makes it attractive for agencies that need to answer “How much money did our marketing actually produce?”, rather than simply reporting clicks, impressions and leads.

DashThis

dashthis.com is worth considering if you want simple, repeatable reporting with minimal setup.

It tends to be a particularly good fit for smaller agencies that don't want to build a complicated BI system. A 2026 comparison rated it highly for nontechnical agency owners who want professional reports quickly. DashThis

What I'd choose based on agency type

• SEO/PPC/social agency with 5–50 clients: AgencyAnalytics
• Agency selling premium, highly polished reporting: Whatagraph
• Performance/growth agency where actual revenue attribution matters: Databox
• Small agency wanting the quickest setup: DashThis
• Agency with technical/data people that wants maximum customization: Looker Studio + a data connector/warehouse

One important distinction: automating the report isn't the same as automating the analysis. A lot of platforms can send a dashboard every Monday. Far fewer can reliably produce a useful narrative like “ROAS fell 12% because spend shifted toward campaign X, while qualified leads increased 9%.”

If automated AI-written weekly summaries + client-specific ROI calculations are the core requirement, I'd narrow the evaluation to AgencyAnalytics vs Databox vs Whatagraph. Current industry comparisons similarly put those three among the leading agency reporting options. Basedash swydo.com

If you tell me what kind of agency you run (PPC, SEO, web, full-service, etc.), number of clients, and where revenue data lives (Shopify, HubSpot, Salesforce, Stripe, etc.), I can recommend the best stack and explain exactly how I'd automate the weekly report.

A good automated weekly report could look like:

Client: ABC Company — Week of Aug. 17

Revenue: $42,800 ↑ 18%
Ad spend: $8,200 ↓ 4%
ROAS: 5.22x ↑ 23%
Leads: 184 ↑ 12%
Cost/lead: $44.57 ↓ 14%

What happened: Revenue increased primarily from Google Ads while spend remained essentially flat.

Agency recommendation: Shift 10–15% of budget toward the campaigns producing the lowest cost per qualified lead.

That last layer—turning raw metrics into a short explanation and recommendation—is where I'd put particular emphasis when evaluating vendors.

🥈 Whatagraph

whatagraph.com is the one I'd investigate if your agency cares heavily about beautiful, presentation-ready reports and aggregates lots of channels.

Current comparisons generally position Whatagraph as particularly strong for multi-channel reporting and polished automated client reports. Basedash US Tech Automations

I'd choose it over AgencyAnalytics if the report itself is a major part of your perceived client deliverable.

🥉 Databox

databox.com is particularly interesting if ROI requires combining marketing data with CRM/revenue data.

For example:

Google Ads + Meta → HubSpot → closed revenue → ROI

Databox says agencies can combine campaign data with HubSpot CRM data and automatically deliver branded reports weekly by email or Slack. Databox

That makes it attractive for agencies that need to answer “How much money did our marketing actually produce?”, rather than simply reporting clicks, impressions and leads.

DashThis

dashthis.com is worth considering if you want simple, repeatable reporting with minimal setup.

It tends to be a particularly good fit for smaller agencies that don't want to build a complicated BI system. A 2026 comparison rated it highly for nontechnical agency owners who want professional reports quickly.

If your goal is specifically “send each client an automated weekly summary that explains performance and calculates ROI”, I’d shortlist these:

🥇 My pick: AgencyAnalytics

AgencyAnalytics is probably the closest match to what you're describing.

It can pull data from 85+ marketing platforms, create client-specific dashboards/reports, and automatically send them on a weekly schedule. AgencyAnalytics AgencyAnalytics

More importantly for your use case, its custom metrics let you create formulas across connected data—including things like:

• ROI = (Revenue - Marketing Cost) / Marketing Cost
• ROAS = Revenue / Ad Spend
• Cost per lead = Ad Spend / Leads
• Total marketing spend across multiple channels
• Custom client-specific KPIs

Those calculations can then appear directly in reports and dashboards. AgencyAnalytics Knowledge Base

It also now has AI Summary, which can automatically turn the underlying performance data into a high-level narrative, plus AI-powered analysis for trends, opportunities, wins, and problems. AgencyAnalytics

So you could essentially build:

“Acme Co. — Weekly Marketing Performance”
Spend: $4,200 ↑ 8%
Revenue: $18,700 ↑ 21%
ROI: 345% ↑ 12%
Leads: 147 ↑ 18%

AI summary: Revenue increased 21% this week, primarily driven by Google Ads. Cost per lead decreased 9%, while Meta performance declined slightly...

…and have that go out automatically every Monday.

agencyanalytics.com

When I'd choose the others

Whatagraph — I'd look at this if your agency is especially focused on beautiful, highly visual cross-channel reporting and you want clients to understand performance at a glance.

Databox — Better if you're moving beyond marketing reports toward a serious KPI/BI system, especially when ROI calculations involve multiple business data sources rather than just ad platforms.

DashThis — A good choice if you want something simple and agency-friendly and don't need particularly sophisticated analysis.

Looker Studio — Potentially the best value if you have someone technical who can build and maintain the reporting infrastructure. You get enormous flexibility, but the automation and client-management experience isn't as turnkey as an agency-specific platform.

One important distinction

If by “automated weekly performance summary” you mean a dashboard/PDF containing automatically calculated numbers, all of these can work.

If you mean “the software should actually write a human-readable explanation of what happened and why”, I'd put AgencyAnalytics substantially higher on the list because of its current AI Summary/AI analysis capabilities. AgencyAnalytics

For an agency, I'd therefore start with AgencyAnalytics → Whatagraph → Databox.

If you tell me what kind of agency you run (SEO, PPC, web, full-service, etc.), number of clients, and where the revenue data lives (Shopify, HubSpot, Stripe, GA4, CRM, etc.), I can narrow this down to the best 2–3 options and compare actual pricing, integrations, ROI calculation capabilities, and how automated the weekly narrative can be.

If your main goal is automated weekly client summaries + credible ROI/ROAS calculations, I’d shortlist these:

🥇 My pick: AgencyAnalytics

For a typical marketing agency, AgencyAnalytics is probably the closest match to what you're describing.

It can pull data from 85+ marketing integrations, create client-specific dashboards/reports, and automatically send reports on a weekly schedule. You can also add your own commentary and white-label the entire experience. agencyanalytics.com

The particularly important part for your use case is Custom Metrics. You can create formulas such as:

• ROAS = Revenue ÷ Ad Spend
• ROI = (Revenue − Cost) ÷ Cost
• Cost per lead = Spend ÷ Leads
• Total marketing spend across multiple channels
• Custom revenue/conversion calculations

Those formulas can combine data from different integrations. help.agencyanalytics.com

It also now has AI functionality that can surface trends, dips and opportunities, which is useful if you want the weekly report to contain an executive-style explanation rather than just a dashboard of numbers. agencyanalytics.com

🥈 Whatagraph

I'd look at Whatagraph if you're running a larger agency or have complicated cross-channel reporting.

It supports automated report delivery, review-before-send workflows, custom formulas, and cross-source reporting. Its current platform also emphasizes AI-generated reporting and analysis. help.whatagraph.com

One notable difference: Whatagraph's current Max plan is €699/month annually, with 50 source credits, unlimited users/reports, custom metrics/dimensions, goals and alerts. That makes it more compelling once you're operating at significant scale, rather than for a small agency with a handful of clients. help.whatagraph.com

🥉 DashThis

DashThis is worth considering if you want something straightforward and highly focused on client reporting rather than a broader agency-management platform. Its 2026 comparison specifically positions it alongside AgencyAnalytics, Whatagraph, Swydo, Looker Studio and Databox for agency reporting. dashthis.com

The distinction I'd make

If you're trying to build something like:

Every Monday morning → automatically pull the client's data → calculate ROI → explain what changed → highlight wins/problems → email a polished summary to the client

I'd rank them:

1. AgencyAnalytics — best balance of automation, ROI calculations, agency workflow and client presentation
2. Whatagraph — best for sophisticated/high-volume reporting
3. DashThis — best for straightforward automated client dashboards
4. Looker Studio — best if you want maximum customization and don't mind building/maintaining it yourself

One caveat: ROI is only as good as the revenue and cost data you feed the system. For clients where you can connect actual revenue (Shopify, CRM, ecommerce, closed deals, etc.), these tools can produce meaningful ROI. For lead-generation clients where you don't have closed-revenue data, you're generally calculating ROAS, CPL, CPA, or estimated pipeline ROI, rather than true business ROI.

If you tell me what kind of agency you run (PPC, SEO, web, full-service, etc.), number of clients, and where the client data lives (Google Ads/Meta/GA4/HubSpot/Shopify/etc.), I can narrow this to the best 2–3 options and compare their pricing and exact automation capabilities.

If your goal is specifically “every Monday, automatically send each client a useful performance summary with ROI/ROAS”, I’d shortlist these:

🥇 My pick: AgencyAnalytics

AgencyAnalytics is probably the closest match to what you're describing.

It has 85+ connectors, including Google Ads, Meta, GA4, HubSpot, Mailchimp and YouTube, and supports scheduled weekly/monthly report delivery, automated email, white labeling and commentary. agencyanalytics.comagencyanalytics.com

The important distinction is that it isn't just a dashboard. You can build a repeatable client template such as:

Weekly Performance Summary
Revenue: $42,800 ↑ 12%
Ad spend: $8,200 ↓ 4%
Leads: 184 ↑ 18%
Cost/lead: $44.57 ↓ 19%
ROAS: 5.22x ↑ 17%

What happened: Revenue increased primarily from Google Search.
What we're doing: Shifting 10% of spend toward the highest-converting campaigns.
Next week's focus: Improve conversion rate on Campaign X.

AgencyAnalytics also has AI functionality that analyzes accounts for trends, dips and opportunities, which is particularly useful if you want the report to contain interpretation rather than just numbers. agencyanalytics.comagencyanalytics.com

🥈 Whatagraph — best if ROI requires combining lots of sources

Whatagraph is worth considering if your agency needs to combine data from multiple advertising, CRM, ecommerce and analytics sources.

Its major advantage is cross-channel data blending. For example, you can combine Google Ads + Meta + CRM revenue and calculate a unified metric such as blended ROAS rather than presenting each platform separately. Current 2026 comparisons describe it as particularly suited to larger agencies and deeper data blending. dashthis.com

The downside is price: it's considerably more expensive than the simpler agency-reporting options, particularly as your source count grows. dashthis.com

🥉 DashThis — best if you want something straightforward

DashThis is excellent if your priority is “set it up once and have client reports go out automatically.”

It's particularly attractive for smaller agencies because it emphasizes prebuilt templates, automated marketing data aggregation and white-label reporting rather than requiring you to build a complicated BI system. Recent comparisons put entry pricing around $44/month. thedigitalprojectmanager.com

One important caveat about “ROI”

I'd distinguish platform metrics from true business ROI.

Most of these tools can easily calculate:

ROAS = Revenue attributed to marketing ÷ Ad spend

But if you want:

True ROI = (Incremental profit − marketing cost) ÷ marketing cost

you need additional business data—gross margin, agency fees, COGS, CRM revenue, etc. That's where Whatagraph, Looker Studio, or a custom data layer can become more attractive.

What I'd choose by agency type

• 5–30 clients, mostly digital marketing: AgencyAnalytics
• 30+ clients / lots of data sources: Whatagraph
• Small agency wanting inexpensive automation: DashThis
• Primarily PPC/social: Swydo
• Technical team wanting completely custom ROI logic: Looker Studio + a data connector
• Want AI to actually explain the numbers: AgencyAnalytics is particularly interesting right now.

One thing I'd prioritize above all the feature lists: whether the software can automatically generate the narrative “what happened / why / what we're doing next” rather than merely emailing a dashboard. That's the difference between automated reporting and a genuinely useful weekly client performance summary.

For an agency that wants automated weekly client performance summaries + ROI calculations, the best choice usually depends on whether you prioritize speed, white-labeling, AI-written insights, or deep customization. These are the strongest options: www.teamwork.comwww.swydo.com

agencypro.app

My shortlist by agency type

1. Performance marketing / PPC agency

• Pick: AgencyAnalytics or Swydo
• Ideal workflow:
  • Pull Google Ads + Meta Ads + GA4
  • Calculate ROAS, CAC, CPL, conversion rates
  • Email branded reports every Monday
  • Add AI-written “what changed and why” summaries www.teamwork.comwww.swydo.com

2. SEO agency

• Pick: AgencyAnalytics or Looker Studio
• Track:
  • Organic traffic
  • Keyword rankings
  • Leads generated
  • Revenue attributed to SEO

3. Full-service agency with many clients

• Pick: AgencyAnalytics or Whatagraph
• The big win is cloning templates:
  • Client A gets the same report structure as Client B
  • Data sources swap automatically
  • Account managers stop building slides manually www.teamwork.com

4. Boutique agency that wants the cheapest setup

• Pick: Looker Studio
• Pair it with:
  • Google Ads
  • GA4
  • Search Console
  • Sheets for custom ROI inputs

Features I would consider mandatory

For true “set it and forget it” reporting, look for:

✅ Scheduled weekly email delivery
✅ White-label branding
✅ Client portal access
✅ Automated narrative summaries
✅ Custom ROI formulas
✅ Revenue attribution (not just clicks/leads)
✅ Benchmarks and goal tracking
✅ Alerts when performance drops

thedigitalprojectmanager.com

My practical recommendation

For most agencies:

• 1–20 clients: AgencyAnalytics
• 20–100+ clients: AgencyAnalytics or Whatagraph
• Paid ads specialists: Swydo
• Data-heavy teams: Looker Studio + a data warehouse
• Need the report written automatically: consider newer AI reporting tools that generate commentary along with metrics www.pulseanalytics.space

If you tell me your agency type (SEO, PPC, web design, social, full-service), client count, and data sources (Google Ads, Meta, HubSpot, Shopify, etc.), I can narrow this to the top 2–3 options.

If your agency’s goal is “send every client a useful weekly performance summary, automatically, with ROI/ROAS calculated correctly”, I’d shortlist these:

🥇 My pick: AgencyAnalytics

For most agencies, I'd start with AgencyAnalytics. It is specifically built around agency/client reporting, supports automated scheduled reports, white-labeling, dashboards, and a broad range of marketing data sources. Its current product also includes AI that surfaces trends, drops, and opportunities. AgencyAnalytics AgencyAnalytics Knowledge Base

The important part for your use case is that you can build a report once and have it automatically sent on your reporting schedule. AgencyAnalytics Knowledge Base

It's particularly good if your weekly email needs to say something like:

This week: Leads increased 18%, while CPL fell 11%.
ROI: $4.20 revenue generated per $1 in ad spend.
What changed: Google Ads drove most of the improvement.
What we're doing next: Increasing budget on Campaign X and reducing spend on Campaign Y.

That's more useful than simply emailing a dashboard full of metrics.

🥈 Whatagraph if you're more sophisticated

Whatagraph is particularly attractive if you're combining Google Ads + Meta + GA4 + SEO + CRM + ecommerce/sales data and want to create custom calculations and cross-channel views.

It supports automated delivery with configurable frequency and can send reports without manual review. Whatagraph Help Center It also supports custom metrics/dimensions and cross-source aggregation on its higher plans. Whatagraph Help Center

This makes it a strong choice when your definition of ROI isn't simply:

ROAS = revenue / ad spend

but something more like:

True ROI = (revenue − ad spend − agency fees − other campaign costs) / total campaign costs

🥉 DashThis if you want easy

DashThis would be my choice for an agency that doesn't want to spend a lot of time configuring a reporting system.

It's designed around quickly creating client-facing marketing dashboards and automated reports. Current comparisons generally position it as one of the simpler agency reporting platforms, while AgencyAnalytics offers more depth. DashThis The Digital Project Manager

Don't overlook Looker Studio

If you have someone technical who can build the system, Looker Studio can actually be extremely powerful.

You can create custom formulas such as:

• ROAS
• ROI
• CAC
• CPL
• revenue per lead
• gross-profit ROI
• month-over-month change
• target vs. actual
• client-specific KPIs

The downside is that you are building the reporting infrastructure yourself. For an agency with 30 clients, that can become a maintenance headache.

What I'd choose by agency type

• 5–20 clients: AgencyAnalytics
• 20–100+ clients: Whatagraph
• Small/lean agency: DashThis
• Technical/data-heavy agency: Looker Studio + a data connector
• Paid-media agency: AgencyAnalytics or Swydo
• Ecommerce agency: Whatagraph or AgencyAnalytics
• Need genuinely custom ROI calculations: Whatagraph or Looker Studio
• Want AI-written weekly summaries: AgencyAnalytics or Whatagraph

One important distinction: automated reporting and automated insight generation aren't the same thing. A good system shouldn't merely send “spend was $12,438 and conversions were 317.” It should turn that into a concise client narrative explaining what happened, why it matters, and what the agency is doing next.

If that's specifically what you're after, AgencyAnalytics and Whatagraph are the two I'd demo first. AgencyAnalytics Whatagraph Help Center

That's more useful than simply emailing a dashboard full of metrics.

🥈 Whatagraph if you're more sophisticated

Whatagraph is particularly attractive if you're combining Google Ads + Meta + GA4 + SEO + CRM + ecommerce/sales data and want to create custom calculations and cross-channel views.

It supports automated delivery with configurable frequency and can send reports without manual review. Whatagraph Help Center It also supports custom metrics/dimensions and cross-source aggregation on its higher plans. Whatagraph Help Center

This makes it a strong choice when your definition of ROI isn't simply:

ROAS = revenue / ad spend

but something more like:

True ROI = (revenue − ad spend − agency fees − other campaign costs) / total campaign costs

🥉 DashThis if you want easy

DashThis would be my choice for an agency that doesn't want to spend a lot of time configuring a reporting system.

It's designed around quickly creating client-facing marketing dashboards and automated reports. Current comparisons generally position it as one of the simpler agency reporting platforms, while AgencyAnalytics offers more depth.

Don't overlook Looker Studio

If you have someone technical who can build the system, Looker Studio can actually be extremely powerful.

You can create custom formulas such as:

If your goal is specifically “every Monday, clients automatically get a concise performance summary + ROI/ROAS calculations + what changed + what to do next,” I’d shortlist these:

My top 3

1. Databox — best fit for your use case

I'd pick this if ROI calculations are central to what you're selling. Databox can combine data from marketing, sales and financial sources, create calculated metrics including ROI, and automate weekly report delivery. It also supports AI-generated commentary and client-specific dashboards. databox.com

For example, you could have a standardized weekly client report:

Weekly Performance — Aug 17–23
Spend: $8,420 ↑ 7%
Revenue: $31,600 ↑ 18%
ROAS: 3.75x ↑ 10%
CAC: $42 ↓ 8%
Leads: 218 ↑ 14%

What happened: Revenue increased faster than spend, primarily due to improved Meta conversion rate.
ROI: $23,180 gross return / $8,420 spend = 275% return.
Next action: Shift 10–15% of budget toward the highest-converting campaign.

That is much closer to automated business reporting than simply emailing a dashboard.

2. AgencyAnalytics — best if you're a traditional marketing agency

This is probably the safest choice if you manage lots of clients across SEO, PPC, social, email, etc. It has 85+ integrations, reusable agency templates, automated weekly/monthly reports, commentary, client portals and white-labeling. Its current product also includes AI-driven trend/anomaly analysis. agencyanalytics.com

I'd favor it over Databox if client-facing reporting and agency workflow matter more than sophisticated cross-source calculations.

3. Whatagraph — best for sophisticated multi-channel reporting

Whatagraph is particularly interesting if you have lots of channels/data sources and want consistent definitions of metrics across dashboards and reports. Its current platform lets you define metrics such as CAC, ROAS and CPL once and use them consistently across reporting. whatagraph.com

Its current Max plan is listed at €699/month billed annually, with 50 source credits, custom metrics/dimensions, goals, alerts, advanced integrations and unlimited reports/users. help.whatagraph.com

What I'd choose

If you're selling “automated weekly ROI reports” as part of an agency service:

Databox → best overall

AgencyAnalytics → best if you want a polished agency reporting/portal experience

Whatagraph → best if you're dealing with complex, high-volume, cross-channel data

One important distinction: don't buy based solely on “AI report summaries.” The hard part is getting the underlying revenue, ad spend, leads, pipeline and/or customer data into one place and defining ROI correctly. The best system is the one that can automatically calculate your agency's actual business KPIs rather than just summarize Google Ads and GA4.

If you tell me what kind of agency you run (PPC, SEO, web, lead gen, full-service, etc.) and what systems your clients use (Google Ads, Meta, HubSpot, Shopify, Stripe, Salesforce, etc.), I can narrow this to the best 2–3 options and show exactly how I'd structure the automated weekly report.

For an agency that wants automated weekly client performance summaries + ROI calculations, I’d focus on tools that do three things well:

1. Pull data automatically (Google Ads, Meta Ads, GA4, Shopify, CRM, etc.)
2. Calculate business outcomes (ROAS, CAC, CPL, revenue, profit, ROI)
3. Send polished white-labeled reports without account managers building slides every week

Here are the strongest options:

My shortlist by agency type

Paid ads agency (Google Ads + Meta + TikTok):

• Pick: AgencyAnalytics or Swydo
• Track:
  • Ad spend
  • Revenue generated
  • ROAS
  • CPA/CAC
  • Conversion volume
  • Campaign winners/losers

Ecommerce agency:

• Pick: Whatagraph or Databox
• Add:
  • Shopify revenue
  • Gross margin
  • MER (marketing efficiency ratio)
  • Repeat purchase rate
  • Customer LTV

Full-service agency with many clients:

• Pick: AgencyAnalytics
• The biggest advantage is operational: reusable templates, client portals, and less manual reporting work. agencypro.app

If you want AI-written weekly summaries

Newer tools are adding AI-generated commentary that explains why numbers changed, not just displaying charts. For example, Pulse Analytics positions itself around weekly automated reports with AI-written analysis and anomaly detection. agencypro.appwww.pulseanalytics.space

What I’d choose for most agencies

• 1–10 clients: Looker Studio + a good template (lowest cost)
• 10–50 clients: AgencyAnalytics (best balance of automation and agency workflow)
• 50+ clients: Whatagraph, Databox, or a custom BI stack
• Performance marketing/ecommerce focus: Add an ROI-focused layer that includes revenue, profit, and customer acquisition metrics—not just clicks and impressions

A key consideration: many reporting tools show ROAS, but true ROI usually requires connecting revenue, costs, and margins. If your clients care about “we spent $10k and made $40k,” make sure the platform can ingest revenue data—not just ad platform metrics. www.teamwork.com

If your agency’s priority is automated weekly client summaries + credible ROI calculations, I’d shortlist these:

\*Usually requires more setup/custom data work.

My pick: Databox

For the specific use case you described, Databox is probably the strongest fit. It can combine data from advertising, analytics, CRM, ecommerce and other systems, create calculated metrics—including ROI, conversion rates and custom KPIs—and automatically send client reports on a weekly schedule. databox.com

The particularly useful part for an agency is that you can create a standard client template once, then reuse it across accounts. Databox supports white-label reports/dashboards, scheduled email or Slack delivery, goals, benchmarks, forecasts and AI-generated insights. databox.comdatabox.com

A good weekly client report could automatically say something like:

Weekly Performance Summary

Revenue: $42,800 ↑ 18%
Ad spend: $8,200 ↓ 4%
ROAS: 5.22x ↑ 23%
Leads: 184 ↑ 12%
Cost/lead: $44.57 ↓ 14%

What changed: Revenue increased 18%, primarily from Google Ads.
What matters: ROAS improved from 4.24x to 5.22x despite lower spend.
Recommended action: Shift additional budget toward the campaigns producing the lowest cost per qualified lead.

That's much more valuable to a client than simply emailing a dashboard full of charts.

When I'd choose the others

AgencyAnalytics — I'd choose this if you're primarily an SEO/PPC/digital marketing agency and want something purpose-built around agency workflows. It has 85+ data sources, automated client reporting, white-labeling, dashboards and AI that surfaces trends, dips and opportunities. agencyanalytics.com

Whatagraph — particularly attractive if you have clients with lots of channels and want to aggregate them into polished reports. Its current plans support automated weekly/monthly reporting, custom metrics/dimensions, goals, alerts and extensive integrations. help.whatagraph.com

Swydo — worth considering for a paid-media-heavy agency that wants reporting automation and AI assistance without building a highly customized BI system.

Looker Studio — best if you have technical resources and want maximum flexibility at relatively low software cost. But it takes considerably more work to make the experience truly agency-ready and to build reliable ROI calculations.

The important distinction

I'd separate "automated reporting" from "automated performance intelligence."

If all you need is:

Data → charts → weekly email

then AgencyAnalytics/Whatagraph/Swydo can all work well.

If you want:

Data → calculate ROI → detect changes → explain what happened → recommend action → send weekly client summary

I'd lean toward Databox, particularly because its current agency offering combines calculated metrics, goals, automated reports and AI-generated insights. databox.comdatabox.com

If you tell me what kind of agency you run (PPC, SEO, social, web, full-service, etc.) and the tools you currently use (Google Ads, Meta, HubSpot, GA4, Shopify, Salesforce, etc.), I can narrow this to the best 2–3 options and compare pricing, integrations, ROI capabilities, and automation depth.

If your agency’s main goal is “every Monday, send the client a polished summary of what happened, what it means, and whether we made them money,” I’d shortlist these:

1. Databox — my top pick

This is the one I'd investigate first if ROI calculations and automated narrative summaries are the core requirement.

Databox can combine data from advertising, analytics, CRM and other sources, then create calculated metrics such as ROI, ROAS, conversion rates, CAC, etc. without spreadsheets or coding. databox.com

It also supports scheduled client reports and AI-generated performance summaries/recommendations, so you can move beyond “here are this week's numbers” toward “here's what changed and what we should do.” databox.comdatabox.com

Example weekly client summary:

Weekly Performance — Aug 10–16

Revenue: $42,800 ↑ 18%
Ad spend: $8,200 ↓ 4%
ROAS: 5.22x ↑ 23%
Leads: 184 ↑ 11%
Cost/lead: $44.57 ↓ 13%

What happened: Revenue increased primarily because Google Search conversions rose 27%, while CPA fell 15%.

Recommendation: Shift approximately 10% of spend from the lowest-performing Meta campaigns into the two highest-ROAS Search campaigns.

That's much closer to the kind of automated deliverable I'd want an agency sending clients.

2. AgencyAnalytics — best agency-native option

AgencyAnalytics is particularly strong if you're a SEO/PPC/web marketing agency managing lots of client accounts.

It has 85+ integrations, white-labeled reports, scheduled delivery and reusable report templates. agencyanalytics.com

Its custom metrics can combine data from different integrations and perform calculations such as total marketing spend, cost per lead and ROAS. help.agencyanalytics.com

I'd choose it over Databox if: your agency primarily sells SEO/PPC services and you want a mature, agency-specific reporting workflow rather than a broader business-performance analytics platform.

3. Whatagraph — best for multi-channel reporting

Whatagraph is worth a serious look if you pull data from lots of advertising and marketing platforms and want attractive reports with minimal setup.

It supports automated report delivery with configurable frequency, delivery day/time and whether reports require human approval before being sent. help.whatagraph.com

It also has an AI-driven report creation feature that can generate reports from prompts. help.whatagraph.com

Best fit: agencies managing Google Ads + Meta + LinkedIn + GA4 + CRM/etc. where assembling the cross-channel report is the biggest headache.

4. DashThis — best for simplicity

DashThis is a good choice if you don't need particularly sophisticated analytics and mainly want to build a report once and have it automatically delivered every week/month.

I'd put it behind the three above for your specific use case because your emphasis on ROI calculations + automated interpretation pushes you toward a more analytical platform.

What I'd pick

For most agencies: Databox

For SEO/PPC agencies: AgencyAnalytics

For large multi-channel marketing reporting: Whatagraph

The important distinction is that you don't just want an automated dashboard. You want a system that can answer three separate questions:

1. What happened? — automatically pull the week's data.
2. Why did it happen? — generate useful commentary/insights.
3. Did the client's investment pay off? — calculate revenue, spend, ROI/ROAS, CPA, etc.

Databox currently comes closest to combining all three in one workflow. Its agency offering specifically supports automated client reports, AI summaries, goals, calculated metrics and recurring delivery. databox.comdatabox.com

If you tell me what kind of agency you run (PPC, SEO, web, social, full-service, etc.) and what data sources you use (Google Ads, Meta, HubSpot, Shopify, GA4, Stripe, etc.), I can narrow this down to the best 2–3 options and compare pricing, automation, white-labeling, and ROI capabilities.

If your main goal is “every Monday, automatically send each client a polished summary of what happened last week + what it means for their ROI”, I’d shortlist these:

\*ROI is highly dependent on how you build the underlying data model.

🥇 My pick: AgencyAnalytics

AgencyAnalytics is probably the closest match to your requirements. It connects 85+ data sources, automatically refreshes client data, supports scheduled weekly reports, white-labeling, KPI/goal tracking and ROI insights. It also has AI features designed to surface trends and explain performance. agencyanalytics.com

AgencyAnalytics

A typical automated client report could be:

Weekly Performance — Aug 10–16

Spend: $4,250 ↑ 8%
Leads: 187 ↑ 21%
Cost/lead: $22.73 ↓ 11%
Revenue attributed: $31,400 ↑ 17%
ROAS: 7.39x
Estimated ROI: 639%

What changed: Lead volume increased primarily from Google Search while CPL declined.
What we're doing next: Shift 10% of budget toward the highest-converting campaigns.

That's much more valuable to a client than simply emailing them a dashboard.

🥈 Whatagraph

Whatagraph is especially compelling if you have lots of clients and many marketing channels and want reports to look extremely polished. Current comparisons characterize it as particularly strong for multi-channel agencies and visual reporting, with automated delivery and AI-driven reporting. agencyanalytics.comdashthis.comagencyanalytics.com

Whatagraph

I'd lean toward it over AgencyAnalytics if presentation/visual storytelling is more important than deep agency workflow functionality.

🥉 DashThis

DashThis is a good choice if you want simple setup and predictable reporting without building a complicated analytics infrastructure. It's consistently positioned as one of the easier options for smaller agencies. dashthis.com

DashThis

One important distinction: ROI calculation

If actual business ROI is central to your service, don't choose based solely on which platform has the prettiest dashboard.

You ideally want to feed in:

Ad spend → leads → qualified leads → customers → revenue

rather than just:

Ad spend → clicks → conversions

For example:

ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost × 100

And for agencies, I'd also track:

• ROAS
• CAC / cost per acquisition
• CPL
• Lead-to-customer rate
• Revenue per lead
• Pipeline generated
• Gross profit / contribution margin
• Client's target ROI
• Week-over-week and month-over-month change

AgencyAnalytics explicitly supports KPI/goal tracking and ROI-oriented reporting, while its integrations can bring together sources such as Google Ads, Meta, HubSpot and other marketing platforms. agencyanalytics.comagencyanalytics.com

My recommendation by agency type

Most agencies: → AgencyAnalytics

20+ clients / lots of channels / highly visual reports: → Whatagraph

Small agency wanting simplicity: → DashThis

PPC-heavy agency: → Swydo

Technical team wanting maximum customization: → Looker Studio + a data connector/warehouse

If you tell me what kind of agency you run (PPC, SEO, web, social, full-service, etc.), how many clients you have, and where the revenue data lives (HubSpot, Salesforce, Shopify, Stripe, etc.), I can narrow this to the best 2–3 options and explain exactly how I'd automate the weekly ROI report.

If the goal is specifically “every week, automatically send each client a polished performance summary with meaningful ROI/ROAS calculations”, I’d shortlist these:

My top 3

1. AgencyAnalytics — best overall

This is probably where I'd start. It has 85+ integrations, scheduled automated reports, white-label dashboards/reports, custom metrics, goal/budget tracking, and AI-generated summaries. Importantly, it specifically supports blending data across campaigns to demonstrate growth and ROI. agencyanalytics.com

AgencyAnalytics

Best if: you're an agency with 10+ clients and want one system for reporting, dashboards, client access, and performance analysis.

2. Databox — best for ROI calculations

I'd give Databox serious consideration if ROI is more important than simply making pretty reports. Its Data Calculations can combine data from multiple sources to calculate custom metrics including ROI, conversion rates, and other KPIs. It also supports automated scheduled reports and 100+ native integrations. databox.com

Databox

For example, you could build:

Marketing ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost × 100

and have that update automatically every week.

Best if: clients care about revenue, CAC, ROAS, pipeline, LTV, and actual business outcomes—not just clicks and impressions.

3. Swydo — best for paid-media agencies

Swydo is particularly compelling if you're managing Google Ads, Meta, LinkedIn, etc. It can schedule reports daily/weekly/monthly, generate an AI summary, and send the report automatically. It also supports KPI goals and alerts, including metrics such as ROAS. www.swydo.com

Swydo

Best if: your agency is heavily focused on PPC and you want the system to tell you when something is going wrong before the weekly report.

Where DashThis fits

DashThis is the one I'd choose if you want the least complicated implementation.

It pulls data from 30+ marketing platforms, supports calculated widgets, automatically emails reports, and now has AI-generated summaries covering wins, issues, opportunities, and trends. dashthis.com

DashThis

The tradeoff is that I wouldn't pick it over AgencyAnalytics or Databox if you're trying to build a sophisticated revenue/ROI reporting system.

The bigger question: what do you mean by "ROI"?

This is actually the most important selection criterion.

If you're reporting:

Ad spend → leads → conversions → revenue

almost any of these can work.

But if you want:

Ad spend + agency fee → qualified leads → sales opportunities → closed revenue → gross profit → client ROI

I'd lean strongly toward Databox or AgencyAnalytics, because you'll need custom calculations and data from multiple systems rather than simply displaying the ROAS supplied by Google/Meta.

For a typical agency, I'd rank them:

AgencyAnalytics → Databox → Swydo → DashThis → Whatagraph

But if your agency is primarily paid advertising, I'd switch it to:

Swydo → AgencyAnalytics → Databox → DashThis → Whatagraph

And if you tell me what kind of agency you run (PPC, SEO, web, lead gen, full-service, etc.), your approximate number of clients, and where the revenue data lives (HubSpot, Salesforce, Stripe, Shopify, CRM, etc.), I can narrow this down to the best 2–3 options and compare their current pricing and exact ROI capabilities.

If your goal is specifically “every client gets a useful weekly performance summary + ROI calculation without my team manually building it,” I’d shortlist these:

My #1: AgencyAnalytics

This is probably the closest match to what you're describing. It has 85+ data connectors, automated client reporting, white-label dashboards, scheduled delivery, commentary, KPI/ROI tracking, and AI-powered reporting. You can create a report template once and have the latest client data automatically populate it each week. agencyanalytics.comagencyanalytics.com

The important part is that you can go beyond “Google Ads spent $5,000 and generated 200 leads” and present business-level metrics such as:

• Ad spend
• Leads / conversions
• Cost per lead
• Revenue
• ROAS
• ROI
• Month-over-month change
• Progress toward client goals
• Commentary explaining why performance changed

You can also schedule reports weekly and automatically email them to clients. agencyanalytics.com

🥈 Whatagraph

Whatagraph is particularly attractive if you're aggregating Google Ads + Meta + LinkedIn + GA4 + CRM/ecommerce data and want a polished cross-channel report. Its strength is unifying data and allowing custom metrics such as blended ROAS or CAC to be used consistently across reports. www.basedash.com

I'd lean toward this over AgencyAnalytics if you're managing 20+ clients and have more technical/data resources.

🥉 DashThis

DashThis is the one I'd investigate if you want dead-simple automated reporting rather than a sophisticated analytics system.

It is designed around reusable dashboards, automated data collection and scheduled client reporting. Current 2026 comparisons consistently position it as one of the easier options for agencies that want to get reports running quickly. dashthis.com

If the summary itself is important

There's an important distinction between:

Automated report: “Here are this week's numbers.”

and

Automated performance summary: “Leads increased 18% this week, primarily because Meta CPL fell 24%. Google Ads spend increased 12%, but generated 31% more qualified leads. Overall estimated ROAS increased from 3.1x to 3.7x.”

If you want the second one, I'd prioritize AgencyAnalytics or Whatagraph, because AI-generated insights/commentary are becoming a major differentiator in this category. agencyanalytics.comwww.swydo.com

One caveat: ROI calculations

I'd make sure the software can ingest actual revenue, not merely ad-platform conversions.

For example:

True client ROI

(Revenue attributable to marketing − Marketing cost) / Marketing cost

If the client spends $10,000 on your agency + $20,000 on ads and generates $100,000 in attributable revenue:

ROI = ($100k − $30k) / $30k = 233%

Whereas ROAS would be:

$100k / $20k = 5.0x

Those are very different metrics, and a lot of “ROI reporting” software is really just reporting ROAS.

My recommendation

If I were setting this up for an agency today:

1. AgencyAnalytics → best all-around choice
2. Whatagraph → best for sophisticated multi-channel reporting
3. DashThis → best if simplicity is the priority
4. Swydo → particularly good for PPC/social-heavy agencies
5. Looker Studio → best if you have technical resources and want maximum customization at low software cost

Current 2026 comparisons broadly put AgencyAnalytics, Whatagraph, DashThis, and Swydo at the top of the agency-reporting category. dashthis.com

If you tell me what kind of agency you run (SEO, paid ads, web, social, full-service, etc.) and roughly how many clients you have, I can narrow this to the best 2–3 options and compare their pricing, integrations, ROI automation, and AI weekly-summary capabilities.

If your goal is automated weekly client summaries + credible ROI calculations, I’d shortlist these:

1. AgencyAnalytics — my default recommendation

For a typical digital/performance agency, this is probably where I'd start. It connects to 85+ data sources, supports white-labeled reports, custom metrics, goal/budget tracking, ROI insights, and automated scheduled delivery. agencyanalytics.com

The important part for your use case is that you can create a standardized client template once and have it automatically populate and send every week. It also has AI-generated analysis that can surface trends, anomalies, and opportunities. agencyanalytics.com

Ideal weekly email:

Client Performance — Week of Aug 10
Revenue: $84,200 ↑ 12%
Ad Spend: $18,400 ↓ 3%
ROAS: 4.58x ↑ 16%
Leads: 327 ↑ 9%
Cost/Lead: $56 ↓ 11%

What changed: Revenue increased primarily from Google Search.
What we're doing: Shifting 10% of spend toward the highest-converting campaigns.

That's much closer to an actual automated performance briefing than simply emailing a dashboard.

2. Databox — strongest if ROI is the centerpiece

I'd look particularly closely at Databox if your agency needs to combine marketing + sales + revenue/financial data.

It supports 130+ integrations, custom metrics, goals, scheduled reports, AI summaries, and dashboards. Crucially, it can bring in data from spreadsheets and SQL databases as well as marketing platforms, which makes it easier to calculate ROI based on actual revenue rather than just advertising-platform conversions. databox.comagencyanalytics.com

For example:

ROI = (Attributed Revenue − Marketing Cost) / Marketing Cost

You can combine:

• Google Ads spend
• Meta spend
• Agency fees
• CRM opportunities
• Closed revenue
• Gross margin
• Offline conversions

That makes the ROI calculation substantially more useful for clients than simply reporting Google Ads ROAS.

3. Whatagraph — best if clients care about beautiful reports

Whatagraph is worth considering if the deliverable itself needs to look extremely polished. It's particularly strong for agencies combining lots of channels and presenting the results visually.

A recent 2026 comparison specifically identified Whatagraph as strongest for visual, presentation-ready client reports, while AgencyAnalytics was stronger for agency workflows and Databox for KPI/goal tracking. assembly.com

What I'd choose by agency type

Paid media / performance agency:
→ AgencyAnalytics

Full-service agency with CRM/revenue data:
→ Databox

Agency selling premium reporting/presentation:
→ Whatagraph

Small agency that wants something easy:
→ DashThis

SEO/PPC-heavy agency:
→ AgencyAnalytics or Swydo

Technical agency with someone comfortable building data models:
→ Looker Studio + a data warehouse/connector

One important distinction

I'd separate "automated reporting" from "automated performance intelligence."

A lot of software can automatically send:

Clicks: ↑ 14%
Leads: ↑ 8%
Spend: ↑ 5%

But what clients actually value is:

Performance improved 11% this week. The primary driver was a 22% increase in qualified leads from Google Search, while CPL fell 9%. We recommend reallocating $2,000 from Meta to Search next week.

AgencyAnalytics and Databox are increasingly adding AI analysis/summaries to bridge that gap. databox.comagencyanalytics.com

If I were building this for an agency today, I'd start by testing AgencyAnalytics and Databox side-by-side. AgencyAnalytics would be my choice for the easiest client-facing experience; Databox would win if your competitive advantage is accurate, cross-channel ROI tied to actual business revenue.

If your agency wants automated weekly client summaries + credible ROI calculations, I’d shortlist these:

My #1: Databox

For the specific use case you described, Databox is probably the strongest choice.

It can combine marketing, sales, CRM and financial data, create calculated metrics including ROI, and automatically send reports on a daily/weekly/monthly schedule. It also supports annotations and AI-generated summaries, so the client gets more than a dashboard full of numbers. databox.comdatabox.com

A weekly client email could essentially communicate:

Weekly Performance Summary

Revenue: $42,500 ↑ 18%
Ad spend: $8,000 ↓ 5%
Leads: 127 ↑ 23%
CAC: $63 ↓ 12%
ROAS: 5.3x ↑ 24%
Marketing ROI: 431%

What changed: Revenue increased primarily from Google Search and Meta retargeting.
Biggest win: Paid search produced 41% more qualified leads at 14% lower CPL.
Next action: Shift ~$2,000/week toward the highest-converting campaigns.

Databox specifically supports calculated metrics across multiple sources, including ROI, and scheduled reports can be automated after you build the reporting template. databox.com

AgencyAnalytics — best if you're a traditional digital agency

AgencyAnalytics is my pick if your clients are primarily SEO/PPC/social clients and you want a very polished agency workflow.

It has 85+ integrations, automated scheduled reports, white-label dashboards, custom metrics, and the ability to blend data across campaigns to demonstrate growth and ROI. agencyanalytics.com

Its big advantage is that it's purpose-built around the agency → multiple clients → recurring reports workflow rather than being a general BI platform.

DashThis — best if simplicity matters

DashThis is worth considering if you don't need sophisticated analytics and mainly want to eliminate the weekly reporting grind.

It pulls data from 30+ marketing platforms, supports calculated widgets, white-labeling, templates, and automated email delivery. It also now has AI Insights that can identify wins, issues and opportunities in the dashboard. dashthis.com

It's probably the easiest option to roll out across dozens of relatively standardized client accounts.

Klipfolio — best for sophisticated ROI models

I'd choose Klipfolio if your agency needs more custom data modeling.

It's particularly strong when ROI requires combining advertising data with things like CRM revenue, sales data, margins, or other business information. Klipfolio supports hundreds of data sources and custom dashboards; agencies can automate weekly reporting and build ROI/ROAS views across channels. www.klipfolio.com

One important distinction: ROI vs. ROAS

If you're selling this as an "ROI report," I'd make sure the software can incorporate actual business revenue rather than simply reporting ad-platform ROAS.

For example:

ROAS
Revenue attributed to ads ÷ Ad spend

Marketing ROI
(Incremental revenue − marketing costs) ÷ marketing costs

The second requires better data: revenue, marketing spend, and ideally agency fees/other marketing costs. That's why Databox or Klipfolio become particularly attractive if your goal is to show clients business ROI, not merely Google/Meta performance.

My ranking for your use case

1. Databox — best combination of automated summaries + ROI calculations
2. AgencyAnalytics — best turnkey agency reporting platform
3. Klipfolio — best for sophisticated/custom ROI models
4. DashThis — best simple/low-friction reporting
5. Whatagraph — best for larger agencies with complex multi-channel reporting

If you're trying to build a productized weekly "performance + ROI report" that every client receives automatically, I'd lean Databox. If you tell me roughly how many clients you have, what channels you manage (Google Ads, Meta, SEO, HubSpot, Shopify, etc.), and whether you need actual revenue attribution, I can narrow this down to the best 2–3 and compare their pricing/workflows.

For an agency that wants to send clients automated weekly performance summaries + ROI calculations, you generally want a tool that does four things well:

1. Pulls data automatically (Google Ads, Meta Ads, GA4, Shopify, CRM, SEO tools, etc.)
2. Calculates business outcomes (ROAS, CAC, CPL, revenue, profit, ROI)
3. Writes a client-friendly summary (“what happened and what we recommend”)
4. Sends branded reports without your team manually building decks

The strongest options:

My shortlist by agency type

Performance marketing agency (Google Ads / Meta / lead gen):

• #1 AgencyAnalytics — best overall balance of automation, white-labeling, and client experience. agencypro.appustechautomations.com
• #2 Swydo — excellent if PPC reporting is the core service. www.swydo.comustechautomations.com

Paid ads + ecommerce + revenue attribution:

• Whatagraph or AgencyAnalytics plus a CRM/ecommerce connector. www.swydo.comagencypro.appthedigitalprojectmanager.com

Small agency wanting something fast:

• DashThis or Looker Studio. www.swydo.comagencypro.appthedigitalprojectmanager.com

Agency selling “ROI visibility” as part of the service:

• Consider a reporting stack:
  • Data layer: GA4 + ad platforms + Shopify/CRM
  • Dashboard/reporting: AgencyAnalytics or Whatagraph
  • Custom ROI logic: BigQuery/Sheets/custom metrics if needed

Features I would prioritize

For client retention, the most valuable features are usually:

• White-label emails/PDFs (your logo, not the software vendor)
• Weekly scheduled delivery
• AI-written executive summaries
• Goal tracking (“You spent $10k and generated $42k revenue”)
• Custom formulas for ROI:
  • ROI = (Revenue − Marketing Cost) ÷ Marketing Cost
  • ROAS = Revenue ÷ Ad Spend
  • CAC = Spend ÷ New Customers
  • LTV:CAC ratio
• Alerts when performance drops

If I were choosing for a typical 5–50 client digital marketing agency, I would start with AgencyAnalytics. If your differentiator is “we prove revenue impact,” I’d pair it with stronger revenue attribution data rather than relying only on ad-platform metrics. www.swydo.comustechautomations.com

If your agency’s goal is “every Monday, each client automatically gets a polished summary of what happened, what it means, and what their marketing investment produced,” I’d shortlist these:

🥇 My pick: AgencyAnalytics

AgencyAnalytics is probably the strongest fit if you're a typical digital marketing agency.

It connects to 85+ marketing data sources, lets you build reusable client report templates, white-labels the reports, and automatically sends them on a schedule. It also supports custom metrics, so you can calculate things like ROAS, cost per lead, blended conversion rates, and total marketing spend across different sources. agencyanalytics.com

The particularly useful part for your use case is that you can combine the automated report with your own commentary/executive summary, rather than just dumping charts on the client. agencyanalytics.comhelp.whatagraph.comwww.swydo.com

Example weekly client email:

Weekly Performance Summary — Aug 3–9

Revenue: $48,200 ↑ 18%
Marketing spend: $8,400 ↓ 4%
ROAS: 5.74x ↑ 23%
Leads: 127 ↑ 11%
Cost/lead: $66 ↓ 14%

What happened: Revenue increased 18% while spend decreased 4%, driven primarily by Google Ads.

What we're doing next: Shifting 10% of budget toward the two highest-converting campaigns.

That's much closer to what I'd consider automated client reporting than simply emailing a dashboard.

🥈 Databox — best if ROI is the centerpiece

Databox is especially compelling if you need to combine marketing + sales + revenue data.

It supports 130+ integrations, scheduled weekly snapshots, client goals, custom calculations, and calculated metrics including ROI. It also supports AI-generated summaries and commentary. databox.com

I'd lean toward Databox if your agency needs to answer:

“We spent $X → generated Y leads → produced $Z revenue → therefore the campaign generated $N in ROI.”

rather than primarily reporting SEO/PPC/social metrics.

🥉 Whatagraph — best for sophisticated multi-channel reporting

Whatagraph is worth looking at if you're managing lots of clients and data sources.

It has automated report delivery, cross-channel data aggregation, custom transformations/metrics, goals and alerts, and AI-assisted report creation. Its current higher-tier offering is explicitly aimed at growing agencies doing automated weekly/monthly reporting. help.whatagraph.com

What I'd choose by agency type

• 5–50 marketing clients: AgencyAnalytics
• ROI/revenue attribution is critical: Databox
• 20+ clients + lots of channels/data sources: Whatagraph
• You want the easiest reporting setup: DashThis
• Mostly Google/Meta/PPC/social: Swydo

One important distinction: automating a report and automatically generating a genuinely useful “performance summary” aren't quite the same thing. If you want the software to actually say “performance improved because X, ROI changed because Y, and here's what we recommend next week,” I'd prioritize AgencyAnalytics or Databox over a basic dashboard/reporting tool. Current 2026 comparisons also put those platforms among the leading agency reporting options. www.swydo.com

If you tell me what kind of agency you run (SEO, PPC, web, social, full-service, etc.) and what your clients' ROI is based on (leads, revenue, ecommerce sales, booked calls, etc.), I can narrow this to the best 2–3 and compare pricing, integrations, and exactly how you'd automate the weekly summary.

If your goal is automated weekly client summaries + credible ROI/ROAS calculations, I’d shortlist these:

🥇 My pick: AgencyAnalytics

AgencyAnalytics is probably the best fit if you're running a typical marketing/performance agency.

It connects to 85+ marketing data sources, supports white-labeled dashboards/reports, lets you create reusable client templates, and can automatically schedule reports. It also has AI that can surface trends, dips and opportunities across accounts. agencyanalytics.comagencyanalytics.com

The important part for your use case: you can create custom metrics that blend campaign data to demonstrate growth and ROI, rather than simply reporting platform-native metrics. agencyanalytics.comagencyanalytics.com

A weekly client report could therefore automatically contain:

• Spend: $12,400
• Revenue attributed: $47,800
• ROAS: 3.85x
• ROI: 285%
• Leads: 183
• Cost per lead: $67.76
• Week-over-week revenue: +18%
• Best-performing campaign
• Biggest decline
• AI-generated explanation of what changed
• Recommended actions

🥈 Whatagraph — best if the report itself is part of your product

Whatagraph is particularly attractive if your agency wants reports that look highly polished and tell a story across multiple channels.

Its major advantage is cross-channel data blending: you can combine Google Ads, Meta, and other sources and define metrics such as blended ROAS/CAC once, then reuse them across reports and dashboards. thedigitalprojectmanager.com

I'd choose this over AgencyAnalytics if clients care a lot about beautiful executive-level weekly/monthly reporting rather than having a comprehensive client portal.

🥉 Databox — best if you want reporting + an analytics layer

Databox has become more interesting for agencies because it combines dashboards, automated reports, goals, alerts and AI analysis.

It supports 130+ integrations, reusable client templates, scheduled daily/weekly/monthly snapshots, and custom calculations. It can also connect to ChatGPT or Claude so teams can ask questions about client performance in natural language. databox.com

I'd pick Databox if the agency itself needs to answer questions like:

"Which of our 47 clients had ROAS decline more than 20% this week?"

rather than simply:

"Send every client their weekly report."

What I'd actually build

For most performance agencies, I'd structure the automated report like this:

1. Executive summary

"Performance improved this week. Revenue increased 18% while spend increased only 7%, producing a 10% improvement in ROAS."

2. Financial results

• Ad spend
• Attributed revenue
• Gross profit, if available
• ROAS
• ROI
• CAC/CPA
• Contribution margin

3. Channel breakdown

• Google
• Meta
• LinkedIn
• Email
• Organic
• Other

4. Week-over-week changes

5. AI interpretation

• What improved?
• What deteriorated?
• Why?
• What should the agency do next?

6. Client-specific business KPIs

This last piece is important. Don't rely solely on ROAS. If you can connect CRM/revenue data, calculate ROI from actual client economics:

ROI = (Incremental Revenue − Marketing Cost) / Marketing Cost

rather than treating platform-reported revenue as equivalent to profit.

My ranking for your exact requirement

AgencyAnalytics → best all-around agency solution
Whatagraph → best-looking automated client reports + sophisticated cross-channel calculations
Databox → best analytics/AI layer
Swydo → best if you're primarily PPC
DashThis → best if you want something simpler

One caveat: automating the calculation is easy; making the ROI calculation trustworthy is the hard part. Before choosing software, I'd verify that it can ingest the actual revenue/profit data you need—not just Google/Meta conversion values. That distinction can radically change which platform is best for your agency. ustechautomations.com