Client portals
A branded home for every client.
A branded portal for every client: dashboards, reports, insights and PDF download, behind a per-client login.
reports.youragency.com/northside
Your domain
Sample data · Client portal
Northside Coffee — performance
Last 30 days Download PDF
Sessions
84,210
↗ +12.4%
Conversions
1,904
↗ +18.2%
Revenue
£64,180
↗ +9.1%
Sessions · last 30 days
This month
Strong month on organic. Paid costs crept up, and we’ve already adjusted targeting for September.
Per client
portals
Daily
data sync
Scoped
per-client access
Branded
login
What's inside
Every capability you need, one unified feature.
Scoped access
Each portal user only sees their own client's data.
Reports and insights
Clients read their reports and AI insights in the portal.
Dashboards
The client's dashboards, synced daily and refreshed on demand.
PDF download
Branded PDF download for clients who want to save or share.
How it works
From setup to shipped, in four steps.
01
Provision portal
Turn on portal per client workspace.
02
Invite users
Each client gets scoped access to their data only.
03
Brand it
The portal uses your logo, colours and favicon, with a branded login page.
04
Ship
Clients log in to see their numbers between meetings.
FAQ
Questions, answered.
No — portal users sign in with email and password. SAML SSO is on the roadmap, not yet available.
Yes. Per-client data scoping; clients can never see other clients.
Related features
Solutions
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