Agencies & Partners

Multi-client reporting, white-label dashboards, and approvals—built for agencies

Manage every client in one hub. Share polished, white-label dashboards, schedule proactive insights, and keep control with roles and approvals. Usage-based pricing that scales with you.

Book a demo Get partner deck

White-label ready Client seats & approvals Usage-based pricing

Why agencies choose LaserBI

Everything you need to run reporting for dozens of clients—fast handoffs, less spreadsheeting, cleaner approvals, and dashboards that carry your brand.

Agency-ready

Multi-client hub

All clients in one workspace with quick switching, saved views, and per-client KPIs.

White-label ready

Your logo, colors, and custom share links—send dashboards that look like your product.

Approvals & roles

Commenting, change requests, and granular access so nothing ships without review.

Connectors that matter

GA4, Google/Meta Ads, HubSpot, Shopify, Stripe, QuickBooks—monitored with health checks.

Proactive insights

Auto-generated wins & issues delivered to your team or straight to clients on a schedule.

Usage-based pricing

Pay for what you actually use—easy to start, easy to scale across your book of business.

Multi-client Reporting Hub

Switch clients instantly, use saved views, and schedule insights without rebuilding the same report twice.

New Leads

412

Cost / Lead

$18.24

Close Rate

23.1%

Revenue (attributed)

$54,920

Channel

Notes

Trend

Status

Meta Ads

CPL down after creative refresh; shift 20% budget to Top 3 ad sets.

+22%

Approved

Google Ads

Search terms cleanup needed; negative list ready for review.

-8%

Needs approval

HubSpot

New lifecycle stage mapping applied; MQL→SQL definition aligned.

+5%

In review

GA4

Attribution window unified (7d click). Event mapping health: OK.

+3%

Approved

Tip: Save this layout as a view and reuse it across clients in one click. Connected: GA4 • Meta • Google Ads • HubSpot

White-label & Access Control

Ship dashboards that look like your product and keep tight control over who sees what—per client, per role, per link.

See partner settings

Branding

Logo, favicon, and colors

Upload logo PNG/SVG · 1:1

Theme

Custom domain

Link controls

Password required Expire after 30 days Watermark

Security

SSO/SAML Domain lock IP allowlist Audit trail

Access control Roles: Admin • Manager • Viewer

Invite user Sync from HubSpot

Client	Role	Dashboards	Export	Approvals	Share links
Acme Coffee	Manager	View + Edit	Allowed	Required	Domain-locked
Bright Roofing	Viewer	View	PDF only	Not required	Password + expiry
NOVA DTC	Admin	View + Edit	Allowed	Required	Watermarked
City Dental	Viewer	View	Blocked	Not required	Link only

Tip: Save these permissions as a template and apply across new clients during onboarding.

Connectors agencies actually need

Plug into the tools your clients already use. We monitor connector health, alert you when something breaks, and keep data flowing into dashboards and proactive emails.

Google Analytics 4

Events, sessions, conversions

Healthy

Auto schemaSampling guardAttribution

Google Ads

Campaigns, spend, conversions

Healthy

Search & PMaxCost importAccount map

Meta Ads

Ad sets, ROAS, CPL

Token expiring

Pages & Ad AccountsPost-levelPixel health

HubSpot

Contacts, deals, lifecycle

Healthy

MQL→SQLPipelinesOwners

Shopify

Orders, items, refunds

Healthy

RFM cohortsAOVDiscounts

Stripe

MRR, invoices, churn

Healthy

DunningPlan mixRefunds

QuickBooks

Revenue, CoGS, AR/AP

Healthy

P&LCashflowClasses

CallRail

Calls, sources, recordings

Healthy

First-call CPLSpam filter

Klaviyo

Flows, sends, revenue

Event lag

Flow revenueList growth

Square POS

Tickets, items, tips

Healthy

Menu mixDaypartsVoids

Monitoring: Connector tokens, API quotas, schema changes, and row-count drift are checked hourly. Alerts can go to your team or directly to client stakeholders.

Ready to run reporting for every client from one hub?

Spin up white-label dashboards, set approvals, and let proactive insights handle the busywork. Start with a few clients or migrate your whole book—your call.

Book a demo Get partner deck

Prefer email? Contact us and we’ll reply same business day.

Agency FAQ

Quick answers to the most common questions we get from agencies and partner teams.

How does pricing work for agencies?

Usage-based. You can start with a small client set and scale across your book. Volume discounts and partner perks unlock automatically as you add clients.

Can we white-label dashboards and share links?

Yes. Apply your logo/colors, use custom domains, and control share links with passwords, expirations, watermarks, and domain locks.

What connectors do you support?

GA4, Google/Meta Ads, HubSpot, Shopify, Stripe, QuickBooks, CallRail, Klaviyo, Square POS, and more. We monitor tokens, quotas, schema changes, and row-count drift.

Can we control approvals before clients see changes?

Yes—roles, comment threads, change requests, and audit trail ensure nothing goes out without review.

Do you send proactive insights to clients?

Absolutely. You can schedule insight emails to your team or directly to client stakeholders, per client and per view.

How long is implementation?

Most agencies are live in days, not weeks—connect data, choose templates, set approvals, and start sharing white-label links.