Prooflytics
— Agency · Weekly

Agency Client Marketing Report Template

The Prooflytics agency client report template generates a polished, white-label performance report for each client account. One report per client, automatically every week — covering their paid channels, creative health, and the top three actions your team is taking next week.

What it looks like

Sample data · Demo modeTry free →
Client accounts — weekly summary
AccountSpendROASCPAStatus
Acme Robotics$4,2004.1×$18.40On target
Helix Labs$2,8002.8×$31.20On target
Northwind Foods$6,1001.9×$44.80At risk
Iridium Studio$1,9003.4×$22.10Scaling
Granite Mfg$3,4002.2×$38.60Stable

Accounts managed

5

this period

Total client spend

$18.4k

+11% WoW

Avg ROAS

2.9×

+0.2 WoW

What this report includes

  • 1Client account performance summary
  • 2Paid channel ROAS, spend, and CPA breakdown
  • 3Creative health — scaling, at risk, flagged for replacement
  • 4Week-over-week commentary (AI-written per account)
  • 5Top 3 recommended actions for next week
  • 6Optional: multi-account comparison view
Delivery
Weekly
Built for
Agency Account Lead · Performance Director · Agency Owner
Required connections
  • ✓ Meta Ads or Google Ads per client account
Use this template free

14-day free trial · No credit card

How Prooflytics generates this report

Step 1

Connect your sources

Connect Meta Ads or Google Ads per client account via OAuth. Takes under 5 minutes — no engineering required.

Step 2

AI reads and writes

On your schedule (weekly), the AI reads your full data snapshot and generates every section of the report with explanatory commentary.

Step 3

Report arrives

The finished report is available in-app and delivered to your inbox. PDF export included. No template to fill in, no charts to build.

Frequently asked questions

Can I generate reports for multiple clients?

Yes. Each connected ad account generates its own report. Agencies on Growth tier can manage up to 15 accounts; Scale tier supports 35 accounts with one-report-per-client automation.

Is white-label available?

White-label PDF (custom logo, brand colours, client name in header) is available on the Scale tier at $449/month.

Does each client get a separate report?

Yes. Prooflytics generates one report per connected account. Clients never see data from other accounts. Reports can be delivered to a client-specific email address.

Try Agency Client Marketing Report Template

Connect your sources and your first report arrives on the next weekly delivery. 14-day free trial.

Start free trial
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