How One Digital Agency Stopped Drowning in Spreadsheets and Started Scaling Smarter

→ 20+ clients. 7 ad platforms. One dashboard to rule them all.

“Where are the reports?”

If you run a digital marketing agency, you’ve heard this question too many times.
A client pings your team at 8:37 AM. Another sends a Slack at midnight. A third just emailed again.
"Hey, can I see this month’s performance numbers?"

Our client — a fast-growing agency managing 20+ clients — was deep in this chaos.
Each client had campaigns running across:

• Facebook & Instagram Ads
• Google Ads
• TikTok Ads
• LinkedIn Ads
• Bing Ads
• Amazon Ads
• Klaviyo email flows

It sounds like a dream portfolio — until it’s time to report.

“Every Friday was reporting hell.”

Account managers were manually pulling data from multiple sources.
There were screenshots.
There were VLOOKUPs.
There were 12-tab Google Sheets.
And none of it gave the agency owner a real-time, at-a-glance view of how the business was performing.

They weren’t optimizing.
They weren’t scaling.
They were surviving.

🔧 Before kpiboard.io: Spreadsheet Overload

Before switching to kpiboard.io, the agency was running their reporting the “classic” way — in Google Sheets.

Every Friday looked like this:

📥 Downloading CSVs from Meta, Google Ads, TikTok, Klaviyo
📊 Manually copying data into shared folders
🧮 Rebuilding the same pivot tables — again and again
🛠️ Constant back-and-forth fixing broken formulas
🔁 Duplicating report templates for each new client
📂 Juggling 20+ versions of “Final_Client_Report_v3_RealFINAL.xlsx”
❌ No real-time updates, no alerts, and no central view

“It felt like we were running the agency inside spreadsheets.
They started as a tool — but turned into a trap.”
— Agency Ops Lead

By the time they’d finished assembling a report, the data was already outdated.
There was no time left for analysis — only formatting.

That’s when the founder said:
"We’re spending more time reporting than actually optimizing."

🎯 What We Did

We onboarded them to kpiboard.io— fast.
Within 48 hours, they had:

✅ Fully integrated dashboards with:

• Facebook & Instagram
• Google Ads
• TikTok
• LinkedIn
• Bing
• Amazon
• Klaviyo

✅ One dashboard per client – fully branded and shareable
✅ Account manager views – filtered to their clients only
✅ Executive dashboard – real-time view of the whole agency

From P&L and ROAS to ad spend, CAC, and email revenue — everything is now centralized, visual, and auto-updated.

📣 Real-Time Alerts That Actually Matter

Even the most beautiful dashboard is useless if no one looks at it on time.
So we added proactive alerts — exactly where the team already works.

🔔 When something important happens, kpiboard.io sends a ping via:

• 💬 Slack — for instant team collaboration
• 📧 Email — structured and automated updates
• 📲 Telegram — for mobile-first teams on the go

Set triggers like:

• ROAS drops below target
• Spend spikes on any campaign
• Revenue drops 3 days in a row
• Campaign hits its performance goal

“Now our Slack lights up before clients ask anything.
That alone is a game-changer.”
— Senior Account Manager

📊 What Kind of Analysis You Can Actually Do With kpiboard.io

kpiboard.io isn’t just “pretty charts.”
It’s a fully interactive performance command center — designed for marketing teams that need depth, not just data.

Here’s what you can do:

🔄 Cross-filtering across platforms & accounts

Slice through all your marketing data in one click:

• Filter by platform (Meta, Google, TikTok…)
• Compare campaigns across multiple clients
• Analyze Ad Set → Ad → Day in seconds
• Group by country, device, or placement

📆 Like-to-like date comparisons

Toggle between:

• This week vs last week
• Month-over-month
• Same period last year (YoY)
• Custom date ranges

🔍 Drill-down views: from campaign to click

Click on a campaign to drill into:
→ Ad Sets
→ Individual Ads
→ Daily performance
→ Placement breakdown
→ Click-through rate by device

📈 Live KPIs aligned with business goals

For each account, you get:

• Ad Spend, Impressions, CPM
• Clicks, CPC, CTR
• Purchases, Leads, AOV
• ROAS, CAC, Funnel performance
• Cost per Purchase / Lead / Checkout
• Revenue by platform, placement & device

💡 Bonus: Share dashboards with clients (live)

No need to teach clients BI tools.
Share a live, interactive dashboard they can open any time — without emailing a single report.

kpiboard.io gives your team the power of advanced BI, without needing a BI team.

🔥 The Real Win: Visibility = Control

With kpiboard.io , the agency no longer had to rely on:

🚫 Manual reporting
🚫 Disconnected spreadsheets
🚫 Last-minute scrambling
🚫 Miscommunication with clients

Now they’ve got:

✅ Real-time dashboards for every client
✅ One control panel for leadership
✅ Automated reporting & smart alerts
✅ A single source of truth for every campaign

“It’s like we went from flying blind to having a glass cockpit.
I log in and I instantly know which accounts are winning — and where we’re leaking money.”
— Alex, Agency Founder

💡 5 Takeaways You Can Steal

✅ You don’t need another BI tool. You need clarity.
✅ Reporting should take 5 minutes, not 5 hours.
✅ What gets automated scales.
✅ If your team dreads reporting day — you’ve already lost.
✅ The best dashboard is the one your client actually opens.

👀 Want to See kpiboard.io in Action?

We’ll build you a free dashboard preview based on your tech stack.

‍
📅 Or book a setup call – no pitch, just dashboards

Final Word

Most agencies are either drowning in data…
…or ignoring it completely.

We built kpiboard.io to make sure you don’t have to choose between chaos and darkness.
Let’s turn the lights on.

→ Smarter insights. Happier clients. More retainers.