For Agencies

Scale client reporting, not reporting effort.

As your client portfolio grows, reporting shouldn't become a bigger operational burden. SightShark centralizes your client data, standardizes reporting workflows and lets your team turn connected data into client-ready reports.

The problem

Every new client adds another reporting cycle.

What works for 5 clients can become a bottleneck at 50.

Growing client portfolio

  • northwind-retail
  • harbor-dental
  • lumen-fitness
  • atlas-homes
  • verve-cosmetics
  • 5 more clients

The same reporting cycle

Repeated for every client

  1. Collect dataFrom multiple platforms
  2. Prepare dataClean, transform, organize
  3. Build reportCreate dashboards and visuals
  4. QA and reviewValidate numbers and insights
  5. Deliver reportShare with the client

Every client adds another full cycle of manual work.

More clients, more platforms, more data. 45 source pulls, every month, across 10 clients.

  • Every client becomes a new reporting project

    Different platforms, accounts, KPIs and reporting requirements create repeated setup work.

  • Your team keeps rebuilding the same things

    Reports, dashboards, calculations and workflows are recreated instead of reused.

  • Growth creates operational overhead

    As your client base grows, more reporting means more hours, more coordination and more maintenance.

  • Reporting takes time away from client value

    Your team should be finding opportunities and advising clients, not moving data between platforms.

The solution

Build the reporting system once.

SightShark creates a repeatable reporting workflow that can scale across your client portfolio.

Master reporting template

Built once

  • northwind-retailclient_id = northwind-retail
  • harbor-dentalclient_id = harbor-dental
  • lumen-fitnessclient_id = lumen-fitness

7 more, same template

One template10 client reportsEach report is filtered to one client’s data.

One workflow. Every client on the roster.

Capabilities

Built for agency-scale reporting.

Everything you need to make reporting repeatable.

Reusable reporting templates

Build your reporting structure once and adapt it across multiple client accounts.

  • Cross-channel performance
  • Executive roll-up
  • Client one-pager

Multi-client reporting

Manage reporting across your portfolio from one environment.

Automated data pipelines

Bring platforms together on a schedule instead of pulling and preparing by hand.

Rulerows have not arrived in 6 hours

all clients, future ones included

Client-ready dashboards

Polished reporting you can hand over, with access set per person and per report.

Reports go out as

Northstar Media

northstar.media

Standardized reporting

Keep KPIs, calculations and layouts consistent across everyone on your team.

Scale without proportional overhead

Take on more clients without taking on the same amount of repetitive work.

Get started

Ready to scale your reporting operation?

See how SightShark can help your agency build, manage and deliver client reporting at scale.

Limited onboarding slots this month.