Running Whatagraph as a service, Multi Source Reporting

Whatagraph Agency Implementation, White-Label Reporting at Scale

Learn how to build a white-label reporting operation that consolidates client data from Facebook Ads, Google Ads, LinkedIn Ads, and 7+ platforms into branded client reports. This course teaches agencies how to define KPIs once, automate delivery across 50+ clients using linked reports, and connect marketing data to AI tools via MCP for instant client insights.

Open the decision record for Whatagraph

What does running Whatagraph for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$199 per month (entry tier, annual billing) or $249 month-to-month
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours
Effort with the SOP
7 of 10

Is Whatagraph worth running as a client service?

Whatagraph offers a scalable solution for agencies to unify client data and automate reporting. However, the actual ROI depends on how quickly you can onboard clients and the value you attach to your services, which is not directly inferable from vendor pricing.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Whatagraph account (entry tier)
  • Connected marketing data sources (e.g., Facebook Ads, Google Ads)
  • Custom metrics and dimensions defined
  • Source groups and blends configured
  • Currency conversion settings

People and inputs

  • Platform features: Unified data hub, White-label reporting, Reusable templates
  • Technical staff for setup and integration management (moderate technical proficiency required)
  • Client access to marketing accounts for data connection

Included with the course

7 working documents for delivering this service.

  • White-Label Onboarding Checklist for New Clientschecklist
  • KPI Definition Template (CAC, ROAS, CPL, LTV)template
  • Cross-Channel Data Source Mapping Worksheetworksheet
  • Linked Reports Setup SOP for Multi-Client Scalingsop
  • Report Delivery Automation Guide (Email, PDF, Slack)guide
  • MCP Integration Setup for ChatGPT and Claudesop
  • Client Pricing Model for White-Label Reporting Servicestemplate

Listed by name. These documents are not yet published as individual downloads.