Marketing Reporting Dashboards That Write the Summary for You
Orphex gives you marketing reporting dashboards for every connected channel, plus a written Weekly Summary by email that says what moved, what won, what lost and what to do next.
| Channel | Now | Suggested | Share |
|---|---|---|---|
| Meta | 46% | 40% | |
| Google Ads | 38% | 45% | |
| TikTok | 16% | 15% |
What a Marketing Reporting Dashboard Should Answer
A marketing reporting dashboard brings results from your channels into one view and reports them, on a schedule, to the people who need them. A good one answers three questions: what happened, are we on target, and what should we do next. Charts alone answer only the first.
- CoveredWhat happened
Dashboards across 50+ integrations, and a Weekly Summary with KPI moves, wins and losses.
- CoveredAre we on target
KPI boards with goal, actual to date, pace and forecast.
- CoveredWhat to do next
Suggested actions in the Weekly Summary, and alerts between reports.
- Not coveredBranded client reports
No white-label reports or client portal. Agencies keep a client-reporting tool for that.
Build the View You Need
Start from the Context Summary dashboard, then build custom dashboards for the questions your team asks every week. Custom metrics define the numbers you actually report, and custom groupings and campaign mappings put rows from different platforms under shared names.
Orphex has its own dashboards, so you do not need Looker Studio to report. If Looker Studio already serves other teams, keep it.
| Channel | Purchases | Cost per purchase | vs target $30 |
|---|---|---|---|
| Google Ads | 2,310 | $24.10 | |
| Meta | 2,860 | $29.40 | |
| TikTok | 650 | $33.70 |
What’s in the Weekly Summary
A headline and a short summary
The week in a few sentences, for the last completed week in your workspace’s timezone.
KPI cards
Each key metric with its move against the previous period.
Wins and losses
The notable gains and drops, so the weekly meeting starts in the right place.
Suggested actions
What to look at or change next.
How it arrives
By email to the workspace’s notification addresses, and in the app as the latest digest. It is not posted to Slack, and it uses no credits.
Targets With Pace, Not Only Totals
KPI boards set a goal per metric for a period, by channel, campaign or another breakdown. Each row shows the goal, actual to date, progress, pace, a forecast for the period and a status.
Metrics where lower is better, such as CPA, are scored the right way round. Boards can repeat, so each new week or month starts with its own targets.
For example: a monthly spend goal for Google Ads shows how much is spent so far, whether you are ahead of or behind pace, and where the month is likely to end.
| Channel | Spend | ROAS | CPA |
|---|---|---|---|
| Meta | $84,100 | 3.1 | $29.40 |
| Google Ads | $69,300 | 3.9 | $24.10 |
| TikTok | $21,800 | 2.6 | $33.70 |
| Microsoft Ads | $7,200 | 3.5 | $26.00 |
Alerts Between Reports
A weekly report is too slow for a broken campaign. Custom alerts watch a metric and dimension against a threshold over a window you choose, and fire to email, Slack, WhatsApp or Teams.
Each alert checks yesterday’s data and is sent at its own cadence. It arrives the next morning at the earliest, never before 08:00 workspace time.
Alert “Meta CPA above $45” triggered on yesterday’s data.
Reports in Google Sheets or Slides From Your Assistant
Connect the Orphex MCP
Add Orphex to Claude or ChatGPT and sign in. The connection is bound to one workspace and carries your role.
Ask for the report
For example, last month’s spend and ROAS by channel, as a table or as a deck.
Confirm the preview
Writing to a sheet or a deck is a change, so Orphex shows a preview first. Every change is a preview you confirm, or a second approver confirms if your workspace requires one.
Open the file
The assistant writes into a new or existing Google Sheet, or into a Google Slides deck.
Ready-Made Templates to Start From
PPC overview
Spend, CPC, CTR, conversions and CPA across search and social, against monthly targets.
Meta ads report
Campaign, ad set and creative results next to GA4 or your MMP.
Google Ads report
Search, Shopping and Performance Max side by side.
E-commerce report
Ad results next to store revenue and AOV from Shopify or another connected store.
Frequently Asked Questions
What should a digital marketing dashboard include?
Spend, conversions, CPA and ROAS by channel and campaign, set against targets, plus a note of what changed. Add revenue and AOV if you connect a store.
What is the difference between a marketing report and a dashboard?
A dashboard is a view you open whenever you want. A report is a snapshot of a period sent to people. Orphex has both: dashboards in the app and the Weekly Summary by email.
Can I white-label reports for clients?
No. Orphex has no white-label reports or client portal. Agencies use it for analysis and changes, and keep a client-reporting tool for branded reports.
How often does the data refresh?
Each source refreshes on a schedule after the first pull, so updates arrive on a cadence rather than the moment they change. The Weekly Summary covers the last completed week.
Can I schedule reports?
The Weekly Summary is scheduled per workspace. Scheduled exports are available as a quota on your plan.
Do I need Looker Studio?
No. Orphex has its own dashboards. You can still keep Looker Studio for other reporting.
Stop Writing the Weekly Report by Hand
Book a demo to see your dashboards and Weekly Summary on your own accounts, or try the MCP Free plan and ask Claude or ChatGPT for last week’s numbers.
