Data Analytics Agencies

Client Portal Software for Data Analytics Agencies

Manage data projects, track dashboard delivery, organize analytics reports, and streamline data pipeline workflows. Built for analytics and data consulting agencies.

From Pipelines to Dashboards—Streamlined

Stop losing deliverables in email and spreadsheets. AgencyPro centralizes data project management, deliverable tracking, and client billing so you can focus on insights.

Data Project & Pipeline Management

Organize projects by data initiative—ETL builds, data warehouses, reporting stacks. Track pipeline development phases from ingestion to transformation. Allocate time by pipeline stage for accurate billing.

Dashboard & Report Delivery Tracking

Track dashboard builds, KPI definitions, and report handoffs. Document deliverables by dashboard, dataset, or report type. Clients see what's delivered, when, and how to access it.

Analytics Report & Metric Documentation

Store report specs, metric definitions, and data dictionaries. Version documentation when logic changes. Clients access definitions and lineage for audits and onboarding.

Data Pipeline Workflow Visibility

Track pipeline stages—extract, transform, load, validate. Log hours per stage. Document dependencies and schedule changes. Clients understand pipeline complexity and delivery timelines.

SOW & Scope Documentation

Document data project scope—sources, transformations, outputs, SLAs. Attach data contracts and API specs. Ensure clients and analysts work from the same scope—fewer change orders.

Project & Retainer Billing

Handle fixed-scope data projects, hourly analytics consulting, and monthly dashboard maintenance retainers. Bill for pipeline changes, additional reports, and ad-hoc analysis.

Streamline Your Data Analytics Workflow

Discover how structured project tracking, deliverable management, and transparent billing help data analytics agencies deliver on time and scale client relationships.

1

Define Scope & Data Requirements

Document data sources, transformations, metrics, and deliverables. Get client sign-off on scope and timeline. Define success criteria and handoff format

2

Build Pipelines & Dashboards

Track development by pipeline stage or dashboard. Log hours per deliverable. Share progress updates. Clients see status without status meetings

3

Validate, Document & Deliver

QA dashboards and reports. Document metric definitions and lineage. Hand off deliverables through the portal. Clients access reports and documentation 24/7

4

Maintain & Bill

Track ongoing maintenance, pipeline changes, and ad-hoc requests. Invoice for projects, retainers, or hourly work. Get paid for the full scope

Data Analytics Agencies Delivering 45% Faster

Leading analytics consultancies use AgencyPro to manage pipelines, track dashboards, and bill accurately—reducing handoff chaos and improving margins.

45% Faster Dashboard Handoffs

Structured deliverable tracking and centralized documentation. Clients know what's ready and how to access it. Reduce handoff chaos and support requests.

50% Better Pipeline Visibility

Track time by pipeline stage. Understand true cost of ETL vs. dashboard vs. analysis. Price future data projects accurately with historical data.

3x Clearer Scope Documentation

SOW, data contracts, and metric definitions in one place. Fewer "that wasn't in scope" disputes. Change orders documented when scope expands.

40% Reduction in Report Hunt Time

Organize reports and dashboards by project and type. Clients find deliverables quickly. No more "where's that report?" emails.

35% Higher Retainer Retention

Professional portal, transparent project status, and smooth billing. Clients renew when they see ongoing value and easy access to insights.

2x More Accurate Data Project Estimates

Historical time by pipeline stage and deliverable type. Quote new work based on real delivery data. Fewer surprises and healthier margins.

45%

Faster dashboard handoffs

50%

Better pipeline visibility

91%

Client satisfaction

Frequently Asked Questions

Get answers to common questions about our platform.

Ready to Streamline Your Data Analytics Practice?

Join data analytics agencies that use AgencyPro to manage projects, deliver dashboards, and bill clients with clarity and confidence.