For agency account teams
Eleven client reports from one template.
The same monthly review rebuilt for every client, each from a different set of logins, each landing the day after they asked. Confluxly builds each one in your template from that client's own numbers.
Organic search brought 54,210 sessions in September, up 18% on August. It produced 1,204 key events and 312 new paying customers, the most of any channel. Growth came from landing pages published in the last six weeks.
Organic sessions, September
Daily · GA4
The week as it is now.
Eleven versions of the same deck
A fortnight of copy and paste, one dashboard login at a time, for a review that is structurally identical across clients.
A question from the client, answered tomorrow
They ask where a figure came from. Somebody has to go and look.
The handover
An account manager leaves and the history of a client's numbers leaves with their logins.
What changes.
Three outputs from one store of your figures. Each links to its own page, including what it does not do yet.
- A workspace per clientEach client's connections, dashboards and decks in their own workspace. Switch from the sidebar and everything follows.
- Figures that carry their sourceEvery number is traced to the request that produced it, so the account manager can answer the question in the room.
- Your template, applied to every clientUpload the agency's deck once. Every client review comes out looking like you made it, and the PowerPoint export writes back into your file.
Things people in your seat ask it.
Workspaces, roles and per-client connections are built. Google Analytics 4 is the live source; HubSpot and the ad platforms your clients use are in progress or planned, and the sources page says which.
Every source and its status- Client quarterly review. Web performance from GA4, lead with what moved, close with what we recommend next quarter.
- Same layout as last quarter's review, swap every figure for Q3.
- Which channels brought the customers who actually paid last quarter?