Implementation BlueprintExecution layer

DataHub Pro White-Label Reporting Setup (5-7 days)

This playbook helps agencies launch a white-label reporting service using DataHub Pro, turning CSV exports into branded Word and PowerPoint reports in 90 seconds. It covers branding profiles, workflow validation, and packaging into client-ready offers. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

Analytics and Reporting Tools

How do you implement it?

Blueprint

DataHub Pro White-Label Reporting Setup (5-7 days)

This playbook helps agencies launch a white-label reporting service using DataHub Pro, turning CSV exports into branded Word and PowerPoint reports in 90 seconds. It covers branding profiles, workflow validation, and packaging into client-ready offers.

Prerequisites
  • Access to a DataHub Pro agency plan with flat per-agency pricing
  • Client CSV exports from at least one major platform (Google Ads, Meta, GA4, etc.)
  • Client branding assets (logo, colors, fonts) for per-client profiles
  • A defined list of KPIs to include in reports
  • A test client workspace to validate the workflow
Execution Timeline
  • 1.Set up the agency workspace in DataHub Pro and configure the first client branding profile with logo, colors, and fonts
  • 2.Upload a sample CSV export from Google Ads to test data ingestion
  • 3.Generate a test Word report and review the output for branding consistency
  • 1.Validate the auditable AI insights feature by checking that cited source rows match the CSV data
  • 2.Test PowerPoint export and confirm charts and headers use client branding
  • 3.Document the data submission format for clients (CSV columns, naming conventions)
  • 1.Set up scheduled report delivery for the test client using the weekly/monthly options
  • 2.Create a saved live dashboard for the client and apply the branding profile
  • 3.Review the Free plan limits (5 watermarked exports/month) to decide if Pro is needed for the pilot
  • 1.Define service packages: Starter Reports at $299/mo, plus a higher-tier with live dashboards and more frequent delivery
  • 2.Calculate cost basis using the Pro plan at $14.99/mo (or annual at $12.42/mo) and the agency plan entry tier at £199/month
  • 3.Write a one-page data submission guide for clients
  • 1.Onboard a pilot client: configure their branding profile and upload their CSV data
  • 2.Generate the first branded report and review with the client for feedback
  • 3.Adjust report templates based on client input
  • 1.Set up automated weekly/monthly delivery for the pilot client
  • 2.Create a dashboard view for the client and share access
  • 3.Document the full onboarding process for future clients
  • 1.Finalize the service offer and pricing based on pilot learnings
  • 2.Prepare a sales one-pager highlighting the 90-second report generation and auditable AI insights
  • 3.Launch the service to additional clients
$0 to $14.99 per month for the Pro plan, plus the agency plan at £199/month (entry tier). Setup costs are minimal, mainly time.5-7 days
ROI Logic

With the Pro plan at $14.99/mo and agency plan at £199/mo, an agency charging $299/mo per client can cover the tool cost with a single client. Each additional client adds no per-client surcharge, so margin scales directly with client count, making it viable for agencies with 5+ small accounts.

Deliverables
  • Configured per-client branding profiles in DataHub Pro
  • Branded Word and PowerPoint report templates
  • Scheduled report delivery setup for clients
  • One-page data submission guide for clients
  • Service package definition with pricing and deliverables
Definition of Done

A pilot client receives a branded, auditable report generated from CSV data in under 90 seconds, with scheduled delivery active and the service packaged for sale.

Open the DataHub Pro courseDataHub Pro decision recordBrowse the Academy

More on DataHub Pro

More for Analytics and Reporting Tools