As 10 melhores ferramentas de elaboração de relatórios para agências analisadas em 2026

Scoro is an all-in-one business management software designed for agencies, consultancies, and professional service firms. It combines project management, resource planning, sales, billing, and reporting into a single platform. 

Why I Picked Scoro: Scoro's reporting and dashboard features provide a comprehensive view of your agency's performance. You can monitor key metrics in real-time, customize dashboards to display the most relevant data, and generate detailed reports on various aspects of your business. This level of insight enables informed decision-making and helps identify areas for improvement. 

Standout Features & Integrations:

Features include project management from quote to cash, Gantt charts, task lists, time tracking, budgeting, invoicing, resource planning, utilization reporting, customizable dashboards, and financial reporting.

Integrations include Gmail, Google Calendar, Microsoft Exchange, QuickBooks, Xero, Stripe, PayPal, Jira, Asana, HubSpot, Salesforce, Dropbox, and Zapier.

DashThis is an agency reporting software designed to simplify marketing analytics by automating data collection and report generation. It helps digital marketing agencies create custom, branded dashboards that make it easy to present campaign performance to clients.

Why I Picked DashThis: I chose DashThis for its strong customization options and white-label reporting capabilities, which are especially valuable for agencies managing multiple client accounts. You can tailor dashboards with your own branding, choose from prebuilt templates, and organize data into a clean, client-friendly format. DashThis also makes sharing reports simple by allowing you to schedule automatic email delivery or provide clients with a secure, shareable URL. This flexibility can help agencies maintain transparency while saving significant time on manual reporting.

Standout Features & Integrations

Features include automated reporting, white-label dashboards, AI-powered insights for campaign optimization, and support for unlimited data sources and users, making it well-suited for growing teams.

Integrations include Google Analytics 4, Google Ads, Meta Ads, Facebook Insights, Instagram, TikTok Ads, LinkedIn Ads, HubSpot, Klaviyo, YouTube, and SEMrush.

Klipfolio is a dashboard and reporting platform that lets you build custom, formula-driven dashboards using spreadsheet logic, pulling data from APIs, files, and connected data sources into a single visual workspace.

Who Is Klipfolio Best For?

Klipfolio is a strong fit for data-oriented marketing teams and analysts who need to build highly customized dashboards beyond what drag-and-drop report builders typically allow.

Why I Picked Klipfolio

I picked Klipfolio as one of the best because of its Klip Editor, which lets you write Excel-like formulas and functions directly against your data to build dashboard components from scratch. Most reporting tools lock you into preset chart configurations, but Klipfolio lets you filter, group, aggregate, and apply conditional logic the same way you would in a spreadsheet. I also like that you can go further with HTML, CSS, and JavaScript customization when a standard chart type won't cut it. It's a genuinely different level of control.

Klipfolio Key Features

• 30+ chart types: Choose from bar, line, pie, gauge, funnel, map, and pictograph charts to match your data to the right visualization.
• Automated reporting: Schedule dashboard snapshots to render as PDFs or images and deliver them via email at a defined frequency.
• Published links: Share dashboards with clients via a public or password-protected link, no login required.
• User and group permissions: Control access at the individual or group level, with view or edit rights and custom roles for each dashboard.

Klipfolio Integrations

Klipfolio offers hundreds of pre-built connectors, including Google Ads, Google Analytics 4, Google Sheets, Facebook Ads, HubSpot, Salesforce, LinkedIn Ads, Shopify, Mailchimp, and Snowflake. It connects with Zapier and provides a REST API for custom integrations with any service that has an accessible API.

Databox is an analytics and client reporting platform that connects data from 130+ sources to build real-time dashboards, automated reports, and performance snapshots across all your client accounts.

Who Is Databox Best For?

Databox is a good fit for digital marketing agencies that manage multiple client accounts and need a centralized place to track and report on performance data.

Why I Picked Databox

I picked Databox as one of the best because it's genuinely built around the agency workflow, not just adapted for it. I love the Clone Databoards feature, which lets me build a reporting template once and roll it out across every client account with one click, with each client's data populating automatically. 

The Looped Databoards feature is also a standout for client-facing work, letting me chain multiple dashboards into a live, streaming presentation that updates in real time.

Databox Key Features

• Scheduled snapshots: Automatically send a Databoard snapshot to clients and internal stakeholders on a daily, weekly, or monthly schedule.
• Annotations: Add context notes directly onto a Databoard so clients can connect your activities to specific performance changes.
• Alerts and notifications: Set threshold-based alerts that trigger when a key metric hits a goal or changes by a set percentage.
• White-label dashboards: Apply your agency's logo and brand colors to every client-facing dashboard you share.

Databox Integrations

Databox offers 130+ native integrations, including Google Analytics 4, Google Ads, HubSpot, Facebook Ads, Salesforce CRM, LinkedIn Ads, Semrush, Shopify, Stripe, and Google Search Console. It also connects to databases and warehouses like Snowflake, Google BigQuery, and PostgreSQL, and supports Zapier. An API is available for custom integrations.

Bonsai Agency Software is an all-in-one business management platform designed to help agencies streamline their operations. It offers tools for project management, client relationship management, and financial tracking, all within a single, integrated system. 

Why I Picked Bonsai Agency Software: With features like task assignment, time tracking, and budget monitoring, your team can efficiently manage multiple projects while keeping an eye on deadlines and expenses. This level of oversight ensures that projects stay on track and within budget, which is crucial for accurate reporting and maintaining client trust. The platform also provides real-time insights into various metrics, allowing you to generate detailed reports on project performance, team productivity, and financial health. These reports can be customized to highlight the data most relevant to your agency's needs, facilitating informed decision-making and strategic planning. ​

Standout Features & Integrations:

Features include a client portal, scheduling tools, forms creation, task management, collaboration features, capacity management, budgeting tools, expense tracking, payment processing, client relationship management (CRM), proposal generation, and contract management. ​

Integrations include QuickBooks Online, Zapier, Calendly, Xero, Google Drive, HubSpot, ClickUp, Slack, and Asana.

AgencyAnalytics is a reporting and dashboard platform built specifically for marketing agencies, covering automated report generation, live client dashboards, AI-driven insights, and multi-channel campaign performance tracking.

Who Is AgencyAnalytics Best For?

AgencyAnalytics is a strong fit for digital marketing agencies that manage reporting across multiple clients and channels.

Why I Picked AgencyAnalytics

AgencyAnalytics earns its spot on my shortlist because of how well it handles the full client reporting workflow, from data to delivery. I love the white label reporting feature, which lets my team apply custom branding, domain, and color schemes so every report looks like it came directly from us. 

The automated report scheduling means client reports go out on time without anyone having to manually trigger them, and the drag-and-drop editor makes it easy to tailor each report to a specific client without starting from scratch every time.

AgencyAnalytics Key Features

• Goal and budget tracking: Monitor campaign spend and progress against predefined targets across client accounts.
• Metric alerts: Receive automatic notifications when key metrics cross set thresholds, so you catch performance shifts early.
• Client portal: Give clients secure, branded access to their live data and reports without requiring a screen share or email attachment.
• Benchmark comparisons: Compare client results against industry averages to add context to performance data in reports.

AgencyAnalytics Integrations

AgencyAnalytics offers 85+ native integrations, including Google Analytics, Google Ads, Meta Ads, Google Search Console, HubSpot, Shopify, LinkedIn, Mailchimp, Semrush, and Salesforce. It also connects to database sources like Google BigQuery, MySQL, PostgreSQL, Amazon Redshift, and Snowflake for pulling in custom data sets. An API is available for custom integrations.

Tableau is agency reporting software that specializes in data visualization and business intelligence. It helps agencies transform raw data into actionable insights through interactive, shareable dashboards.

Why I Picked Tableau: I chose Tableau for this list because of its data visualization tools and ability to handle large datasets efficiently. Tableau stands out from other agency reporting software due to its drag-and-drop interface and customization options. Tableau also provides deep insights through interactive dashboards and real-time data analysis.

Standout Features & Integrations:

Features include data visualization, real-time analytics, and interactive dashboards. Tableau's drag-and-drop interface allows users to create complex visualizations without writing code, making it accessible to users of all skill levels.

Integrations include Amazon Redshift, Google Analytics, Google Sheets, IBM BigInsights, Microsoft Excel, OneDrive, Oracle, Presto, and Salesforce.

Whatagraph is a marketing intelligence and reporting platform built specifically for agencies, combining cross-channel data consolidation, white-label client reports, and live dashboards in a single workspace.

Who Is Whatagraph Best For?

Whatagraph is purpose-built for digital marketing agencies that manage reporting across multiple client accounts and channels.

Why I Picked Whatagraph

I picked Whatagraph as one of the best because of how it handles cross-channel data unification at the source layer. Instead of reconciling numbers after the fact, I use source blends to combine data from Google Ads, Meta, and other channels into a single unified dataset. 

From there, I define custom metrics like blended ROAS or CAC once, and they appear consistently across every report, dashboard, and client deck. That kind of governed data foundation is rare in agency reporting tools.

Whatagraph Key Features

• White-label reports: Apply custom branding, logos, and color schemes to every client-facing report directly within the platform.
• Report templates: Build and save reusable report layouts that can be cloned and applied across multiple client accounts.
• Live shareable dashboards: Generate a shareable link to a live dashboard so clients can view real-time performance data without logging in.
• Multi-account workspace: Organize all client accounts within a single workspace and switch between them without separate logins.

Whatagraph Integrations

Whatagraph offers 65 native integrations focused on marketing data sources, including Google Ads, Facebook Ads, Google Analytics 4, Semrush, Mailchimp, HubSpot, Salesforce, Shopify, LinkedIn Ads, and TikTok Ads. Google Sheets, BigQuery, Snowflake, and a custom API are also available for connecting additional data sources.

Sprout Social is a social media management platform designed to help businesses simplify their social media efforts. It is recognized as the best tool due to its features that support engagement, publishing, analytics, listening, influencer marketing, and employee advocacy.

Why I Picked Sprout Social: I chose Sprout Social for its all-encompassing approach to social media management, which sets it apart from other agency reporting software. Its ability to integrate various social media functions into one platform makes it a standout choice. Sprout Social is best because it offers a unified solution that enhances strategic decision-making, customer engagement, and brand advocacy.

Standout Features & Integrations:

Features include advanced analytics for strategic decision-making, AI-powered workflows for efficiency, and engagement tools to manage customer interactions. The platform also supports influencer marketing and employee advocacy, making it a versatile tool for social media strategies.

Integrations include Facebook, Instagram, LinkedIn, X (Formerly Twitter), Salesforce, Tableau, Hubspot, Marketo, Shopify, and Zendesk.

Power BI is Microsoft's business intelligence platform that connects to hundreds of data sources and turns raw data into interactive dashboards, reports, and visual analytics across an organization.

Who Is Power BI Best For?

Power BI is a strong fit for enterprise teams and data analysts who need to model complex datasets and build organization-wide reporting infrastructure.

Why I Picked Power BI

I've included Power BI in my top picks because of how far it goes with enterprise-scale data modeling. I rely on DAX (Data Analysis Expressions) to build custom calculations across complex, multi-table datasets that simpler reporting tools can't handle. 

I also use row-level security to control exactly which stakeholders see which data slices, which matters when reporting across multiple clients or business units from a single model.

Power BI Key Features

• Paginated reports: Create pixel-perfect, print-ready reports formatted for PDF or Excel export across fixed layouts.
• Natural language Q&A: Query your data using plain English questions and get auto-generated visuals in response.
• Scheduled data refresh: Set automatic refresh intervals so dashboards always reflect current data without manual updates.
• Power BI Embedded: Embed live reports and dashboards directly into external applications or client-facing portals.

Power BI Integrations

Power BI offers 100+ native data connectors through Power Query, including Salesforce, Google Analytics, Google BigQuery, Google Sheets, Snowflake, Adobe Analytics, Smartsheet, Supermetrics, and Mailchimp (via Funnel), along with native integrations across the Microsoft ecosystem, including Microsoft 365, Azure, Dynamics 365, and SharePoint.