DataHub Pro Client Branding Profile Setup (Onboarding)

DataHub Pro Client Branding Profile Setup (Onboarding)

1. 01

   Create a new client workspace

   In the DataHub Pro dashboard, click 'Add Workspace' and enter the client name. This creates a dedicated area for the client's data and reports.

2. 02

   Configure the branding profile

   Within the workspace, navigate to 'Branding Profiles' and upload the client's logo, set brand colors, and choose fonts. These settings apply to all charts, headers, and exports.

3. 03

   Connect data sources

   Under 'Data Sources', select from integrations like Google Ads, Meta, GA4, Klaviyo, HubSpot, or Salesforce. For platforms without live connectors, prepare CSV exports for upload.

4. 04

   Upload CSV data

   Use the 'Upload CSV' button to import marketing data. DataHub Pro accepts CSV exports from 8+ platforms and joins them automatically for unified reporting.

5. 05

   Generate a test report

   Click 'Generate Report' and choose Word or PowerPoint format. The platform builds the branded report in about 90 seconds, applying the client's branding profile.

6. 06

   Review auditable AI insights

   In the generated report, check the AI insights section. Each insight cites its source rows, so verify accuracy against the uploaded data before sending to the client.

7. 07

   Schedule automated delivery

   Set up 'Scheduled Reports' to deliver the branded report weekly or monthly. Configure the recipient email addresses and frequency to match the client's reporting cadence.