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The trouble with client reporting

Analyzing data

❌ Clients asking “Can you send me the latest numbers?”

❌ Weekly dashboards copied into slide decks

❌ Data pulled from 10+ tools and platforms

❌ Hours wasted formatting instead of optimizing

There's a smarter way to handle client reporting

Turn all your marketing data into real-time, interactive dashboards your clients can access anytime.

Connect your marketing stack

Connect 25+ marketing tools including Google Analytics, social media platforms, and Zoho Campaigns. Set up automated data sync and eliminate manual work.

Financial Statement Dashboard Coupon

Use pre-built reports and dashboards

Jumpstart your analytics with 100+ pre-built reports and dashboards per marketing tool.

Cashflow Analysis Dashboard

Offer AI-powered insights

Build custom dashboards for each client's specific needs and let them access AI-powered insights and recommendations 24/7.

Ask Zia AI Assistant Dashboard

Collaborate easily

Collaborate with clients directly inside reports and dashboards and eliminate to and from email threads.

Contextual Alerts for Financial Metrics

Bring and Blend data from your marketing tools

And the best part? It's all under your brand

With Zoho Analytics' white-label portal, your clients will think you built this amazing analytics platform yourself.

Your logo & branding

Replace Zoho Analytics branding with your own logo, domain, and even email alerts.

Centralized management

Give clients secure login access to explore their dashboards anytime.

Automated reporting

Automate recurring reports and stop wasting hours on manual reporting.

What this means for your agency

Stop being trapped in the reporting cycle. Focus on what actually grows your business.

10+

Hours saved weekly

No more manual reporting, screenshot gathering, or slide deck formatting. Automated dashboards handle everything.

3x

Faster client onboarding

Template dashboards and automated processes ensure new clients will get their analytics faster than ever.

90%

Fewer client questions

When clients can access their reports anytime, they stop asking you for constant updates and reports.

Hear from our happy customers

See all testimonials
Greg Szabo
Steve Dubane
Founder & CEO, Wingman Media

"Zoho Analytics created a tremendous amount of value for the agency, and takes our relationship with clients to the next level. The preparedness to integrate the data, build alluring visualizations, and its shrewdness have given us the ability to retain clients. The reporting is so substantial, so easy to do, and it has created stickiness for our business."

Jaideep Tibrewala
Christianne Bradley
Senior Marketing Manager, Los Angeles Times

"Zoho Analytics is an easy to use, affordable and powerful reporting tool. It is extremely robust and has helped our marketing team eliminate data redundancy which is common when using an Excel spreadsheet. We now have a single version of analytics for every one."

Stephen Shorter
Andrés Navarro López
Head of Performance and Data, BeRepublic

"Zoho Analytics is our first tool, and we've now started moving everything to Zoho. In a few months, every dashboard we do for our clients will be done in Zoho Analytics."

Ready to impress clients and save hours?

See exactly how Zoho Analytics can turn your marketing data into branded dashboards your clients will love. Book a free demo and we'll show you how agencies like yours are saving 10+ hours per week.

Book a free demo
  • ★ No commitment required 
  • ★ 30-minute demo
  • ★ See it working with your data

Frequently asked questions

How long does it take to get started?

  • Most marketing agencies are fully set up in under a week. Connecting your tools and customizing your white-labeled portal is fast and requires little to no developer involvement.

Can I white-label everything?

  • Yes. Your portal will reflect your brand entirely, including logo, color scheme, domain, and email sender. There’s no visible mention of Zoho anywhere, unless you want it.

Can I manage reporting for multiple clients?

  • Absolutely. You can create separate workspaces for each client, manage access rights, and reuse dashboard templates.

Do I need a developer to embed or customize the portal?

  • No developers needed. Everything can be configured through a visual interface. Embedding dashboards or setting up a branded portal is simple and guided.

What about data security and privacy?

  • Zoho Analytics is fully compliant with GDPR and other major data protection frameworks. You have full control over who can see what, down to individual reports and data fields.

Can clients log in to view dashboards on their own?

  • Yes. You can give clients secure, role-based access to your white-labeled portal, so they always have the latest insights without having to ask you for a report.

Can I schedule recurring reports?

  • Yes. You can automate delivery of dashboards, charts, and even custom-written insights via email or Slack.

What kind of insights does the AI offer?

  • Zoho’s AI agent, Ask Zia, can answer natural language questions (like “Which campaign had the best ROI?”), highlight anomalies, and forecast future trends, helping you and your clients stay ahead.

What if I just want to test it out?

  • You can start with a free walkthrough. Our product experts will tailor the demo to your agency’s reporting needs.