Client stakeholders
Use the summary and narrative context to understand progress against agreed objectives and the decisions recommended for the next period.
Concept Preview
Fictional sample dataAgency Reporting Overview
Northstar HealthHarbor RetailCedar FinanceJune 1–30
Spend$48.6k
Leads1,284
CPL$37.85
Conv. rate4.8%
Campaign reporting matrix
| Campaign | Channel | Spend | Leads | CPL |
|---|---|---|---|---|
| Summer Search | Search | $18.2k | 512 | $35.55 |
| Awareness Video | Social | $14.8k | 306 | $48.37 |
| Partner Launch | Referral | $8.4k | 281 | $29.89 |
| Lifecycle Winback | $7.2k | 185 | $38.92 |
Who This Dashboard Is For
The dashboard should support agency analysis and client understanding without exposing unrelated accounts or internal-only notes.
Account and strategy teams
Use campaign, channel, budget, and outcome comparisons to prepare reviews and explain material changes.
Analysts and channel specialists
Use detailed tables, definitions, and annotations to investigate variance without changing the client-facing metric meaning.
KPIs and Data
The KPI set should come from the client objective. The same agency may need different primary metrics for acquisition, retention, awareness, or ecommerce engagements.
Spend versus plan
- What it measures
- Included media or campaign spend compared with the approved budget for the reporting period.
- Why it belongs
- It shows whether delivery is pacing as agreed and supplies context for volume and efficiency outcomes.
- How to present it
- Show actual, plan, variance, currency, and included channels. Add a pacing view when the period is still open.
Qualified outcome volume
- What it measures
- The agreed primary result, such as qualified leads, purchases, registrations, or another validated conversion.
- Why it belongs
- It keeps the report tied to the engagement objective instead of defaulting to platform traffic totals.
- How to present it
- Name the outcome explicitly, show count and trend, and provide the business definition and source system.
Cost per qualified outcome
- What it measures
- Included spend divided by the validated primary outcomes under the report’s rules.
- Why it belongs
- It links efficiency to the objective while exposing the spend and volume that determine the rate.
- How to present it
- Show cost, spend, outcome count, comparison, and any platform or agency fees included in the calculation.
Conversion rate
- What it measures
- The share moving from a documented eligible action to the qualified outcome.
- Why it belongs
- It helps distinguish traffic or audience changes from landing-page, offer, or handoff performance.
- How to present it
- Display numerator, denominator, percentage, and stage definitions. Use aligned cohorts when outcomes arrive after the visit.
Recommended Layout
Preserve client and period context at all times, then move from outcome summary to explanation and recommendation.
Client context bar
Keep client, account scope, reporting period, currency, and comparison visible above every module.
Outcome scorecard
Use four to six agreed KPIs with plan, prior period, and concise annotations for material changes.
Campaign matrix
Use the central table for channel, campaign, spend, outcomes, efficiency, and status using consistent calculations.
Insight and next action
End with evidence-backed observations, caveats, experiments, and owner-assigned recommendations for the next period.
Features and Components
Agency reporting needs context, consistency, and safe client separation more than decorative chart variety.
- A persistent client, account, reporting-period, comparison, and currency context strip.
- KPI cards with plan, variance, definition access, and analyst annotations.
- A sortable campaign matrix with common calculations across connected channels.
- Commentary blocks that separate observation, interpretation, caveat, and recommendation.
- Export-ready print styling backed by a reviewed report, not an automatically generated success claim.
Mistakes to Avoid
A client report can look polished while still being unsafe, inconsistent, or impossible to act on.
- Mixing client context.A frontend selector is not access control; tenant separation and account authorization must be enforced server-side.
- Combining platform totals.Different attribution windows, currencies, identities, and conversion definitions require reconciliation before aggregation.
- Writing unsupported wins.Keep commentary tied to the shown evidence and do not imply causation, customer satisfaction, or performance lift without proof.
- Reporting without action.Each material observation should lead to a decision, experiment, owner, or documented reason to maintain course.
VibeCodePack Missions Used
These exact feature titles were verified in the inspected VibeCodePack source files. The mapping recommends a frontend mission combination; it does not expose the private instructions inside those files.
Marketing Analytics Dashboard with Conversion Funnel
Provides the core marketing outcome and funnel presentation pattern.
Social Media Metrics Dashboard with Engagement Graphs
Adds an inspected pattern for channel-specific social reporting.
Interactive Case Study Layout with Data Visualizations
Supports an evidence-led narrative structure without inventing a customer result.
Interactive Data Table with Sorting and Pagination
Organizes campaigns, channels, periods, spend, and outcome detail.
Dropdown Menu with Integrated Search and Filters
Provides client, account, campaign, channel, and reporting-period discovery.
Minimalist KPI Card Grid with Trend Indicators
Creates the consistent client scorecard with restrained comparisons.
Build This Dashboard With Claude Code
Define the client boundary, objective, metric dictionary, included accounts, attribution rules, currency handling, comparison, and approval workflow first. Then use bounded Claude Code missions for context selection, scorecards, tables, charts, commentary, and export states. Review every client-facing statement before release.
VibeCodePack supports structured frontend work. It does not connect ad platforms, guarantee data consistency, enforce tenant isolation, schedule delivery, or validate the claims an agency makes to a client.
VibeCodePack supports structured frontend dashboard and UI workflows. Your project must separately provide and validate production databases, APIs, authentication, payments, permissions, live data, and backend services.
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