Dashboarding

How Manual Dashboarding Slows Agencies Down

Agencies waste 10+ hours per week manually compiling reports, setting up dashboards, and responding to client update requests.
60% of agencies say client reporting is their most time-consuming admin task due to scattered data, multiple formats, and disconnected tools.
Clients wait an average of 3-5 days for performance reports, leading to delayed decision-making and missed optimization opportunities.
40% of missed deadlines are due to inefficient reporting workflows and last-minute client requests for data adjustments.

How AtTheRate.ai can help

Create any client
dashboard in 30 seconds
Pre-built templates + data integrations
mean no more manual setup.
Live dashboards
accessible to clients
Clients get real-time performance
updates without waiting for reports.
Granular access control
Set up full access or filtered views for
different stakeholders effortlessly.
Role-based permissions
Limit data access to what's relevant for
each team or client.
Automated scheduling
Set up reports once and let them send
automatically at the right frequency.
Multiple export formats
Deliver insights in PDF, PPT, or Excel, whatever the client prefers.
Custom report branding
Add agency & client logos, brand colors,
headers, and footers for a professional
touch.
faq

Got questions?
We have got answers

How long does it take to set up a dashboard with AtTheRate.ai?
AtTheRate.ai lets you create a fully integrated client dashboard in 30 seconds, thanks to pre-built templates and automated data integrations.
Can clients access live performance updates?
Yes! Clients get real-time dashboard access, eliminating the need to wait for scheduled reports.
Can I control who sees specific data?
Absolutely. Granular access controls and role-based permissions allow you to limit data access based on team roles or client preferences.
Does AtTheRate.ai support automated report scheduling?
Yes, you can automate reports to send at your chosen frequency—daily, weekly, or monthly—without manual intervention.
testimonial
Client management used to be a nightmare—endless emails, scattered reports, and so many tools. With attherate.ai, I have everything in one dashboard, plus AI insights that help me make smarter decisions. More work, less hassle!
Mark S., Social Media Strategist

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