What ClarusIQ does for marketing agencies.
Wherever your reporting is right now, a spreadsheet, a half-built Power BI setup, or a process nobody's stress-tested, we take on the data and reporting workload so your team can spend its time on the marketing work it does best.
Wherever you're starting from
Everything an agency's reporting and analytics actually needs.
Most agencies recognize themselves in more than one of these. Whichever ones sound like you, it's the same underlying approach: trust the data first, then build client reporting, monitoring, and AI on top of it.
Already have a reporting team?
Get a second opinion on what you've built
You have an internal reporting process, but nobody's independently checked whether it's actually solid, or whether it'll hold up as you add more client accounts. We evaluate what exists today: where the numbers are reliable, where they're fragile, and what would break first under more volume.
A clear, written assessment of your current reporting: what to keep, what to fix, and what to leave alone.
Still running reports out of Excel?
Move from spreadsheets to modern Power BI
Excel got you this far, but every new client account means another tab, another copy-pasted formula, and another chance for last month's numbers to quietly drift from this month's. We rebuild that reporting in Power BI on a proper semantic model, with one definition of spend, leads, and ROAS that every report pulls from.
Client reporting that updates itself instead of getting rebuilt by hand every cycle.
Want AI in your daily reporting?
Integrate AI where it actually saves time
AI bolted onto reporting nobody trusts just produces confident-sounding wrong answers, faster. We only add AI once the data underneath it is validated, then apply it to specific, recurring jobs: drafting the client-ready performance narrative, flagging accounts whose numbers moved outside a normal range, or answering a question an account manager would otherwise dig for by hand.
AI that drafts the first pass of routine reporting work, reviewed and sent by your team, not a generic chatbot guessing at your numbers.
Already have Power BI running?
Keep your reporting maintained and current
A reporting build is never really finished. A new client account needs onboarding, a platform changes its export format, a metric definition needs to evolve. We take on that ongoing maintenance so your reporting stays reliable without needing a dedicated in-house data hire.
Reporting that keeps working as your agency and account list grow, without it becoming someone's second job.
Data spread across five different ad platforms?
Unify every platform into one source of truth
Google Ads, Meta, LinkedIn, TikTok, and your CRM each define spend, leads, and conversions slightly differently, and none of them talk to each other. We connect them into one data model with consistent definitions, so blended metrics like true ROAS and cost per lead are calculated once, correctly, instead of estimated by hand in a spreadsheet.
One model behind every platform and every client, so account managers stop reconciling exports by hand.
Tired of sending static PDF decks?
Give clients a live, self-serve dashboard
A monthly PDF is out of date the day it's sent, and it puts every follow-up question back on your team. We build branded, client-facing Power BI dashboards clients can check on their own schedule, with the drill-down detail to answer their own questions instead of emailing your account manager.
A dashboard clients can open anytime, without waiting on the next scheduled report.
Want to catch problems before the client calls?
Get alerted when a number moves, not just report on it
By the time a bad month shows up in a report, the client's already noticed. We set up monitoring on the metrics that matter most, so a CPL spike or a sudden drop in conversions surfaces the moment it happens, not weeks later at the next check-in.
An early flag on accounts that need attention, before they turn into a difficult client call.
Not sure which accounts are actually worth it?
See account profitability, not just campaign performance
Client-facing reports show campaign performance, but rarely show whether an account is actually profitable once you account for the hours your team spends managing it. We build internal reporting that connects time, retainer value, and campaign outcomes, so leadership can see which accounts are worth growing and which are quietly losing money.
A clear, internal view of account profitability that client-facing reporting was never built to show.
Do the marketing work. We'll handle the reporting behind it.
Evaluating what you have, migrating off spreadsheets, unifying every platform, adding AI and monitoring to the recurring work, or keeping it all running: it's one connected approach, not a menu of separate services. See the full breakdown on the Services page.
Not sure which of these fits your agency?
That's exactly what the Reporting Diagnostic is for.
Book a Reporting Diagnostic