Ready-made reports
Marketing dashboards
Marketing dashboard and reporting tool built on one dataset
Twelve ready-made reports on day one, a report builder that works like a document, and live links, PDFs, and PowerPoint decks for everyone who needs the numbers. Every report reads from one first-party dataset that ties traffic, leads, and revenue together.
Free 7-day trial. No credit card required.
Used by 750+ marketing teams, agencies, and SaaS companies
Why reporting hurts
Five reasons marketing reporting takes all week
Every tool has a dashboard. The problem is that no two of them agree, none of them reach revenue, and assembling something the whole team trusts still falls to a person with a spreadsheet.
- 01
Every tool reports a different number
GA4 says one thing, your CRM says another, and each ad platform claims the same conversions. Nobody can tell which number to take into the meeting.
Affects GA4HubSpotGoogle AdsMeta Ads - 02
Reporting day eats the week
Exports get pasted into a spreadsheet, screenshots go into slides, and by the time the deck is ready the numbers have already moved.
Affects SpreadsheetsCSV exportsSlide decks - 03
BI tools need an analyst
Looker, Tableau, and Power BI can answer anything, once someone has modelled the data and written the SQL. Marketing rarely has that person free.
Compared with LookerTableauPower BIMetabase - 04
Native CRM reports stop at the CRM
HubSpot attribution reporting only sees what HubSpot holds, sits behind higher tiers, and cannot price the ad spend that produced the contact.
Affects HubSpot attribution reportsSalesforce reports - 05
Dashboards show activity, not revenue
Sessions, clicks, and MQLs all trend upward while nobody can say which of them produced money this quarter.
Affects SessionsClicksMQLs
With SourceLoop
One dataset, so every report agrees
Ad spend, website behaviour, CRM stages, and billing in the same place, reporting live and reading from the same attribution model.
- 01 One first-party dataset, so every report agrees with the others
- 02 Live reports and share links with no manual assembly
- 03 No SQL and no analyst. Pick a metric and a dimension
- 04 Ad spend, web, CRM, and billing together, not CRM data alone
- 05 Every metric carries through to closed revenue
Reporting stack
Reports your CMO and your campaign manager both trust
Ready-made reports, a document-style builder, and links, PDFs, and decks to share, with one first-party dataset behind every view.
Report builder
Notes and live charts on one page, like a doc.
Live metrics
ROAS, CAC, and pipeline, refreshed in real time.
Share and export
Live links, PDF, and PowerPoint, for anyone who needs the numbers.
One dataset
Every report runs on the same first-party source of truth.
MCP connected Show ROAS by channel for last quarter
Report ready
live
Google Ads 4.2x ChatGPT Ads 3.1x 
Meta 2.4x Built from 1,284 attributed conversions
Ask AI
Ask for the report, AI builds it
Connect your attribution data to Claude, ChatGPT, and Cursor through the SourceLoop MCP server. Ask "show ROAS by channel last quarter" in plain English and get a live, accurate answer, or ask it to write a full client report into SourceLoop for you to review.
- Ask in Claude, ChatGPT, or Cursor
- Live answers from your real first-party data
Attribution-aware
Every metric reads from your attribution model
Switch between first-touch, last-touch, linear, U-shaped, or time decay without rebuilding a single report. ROAS, CAC, and pipeline by channel update instantly so you can argue with the numbers, not the methodology.
- Compare attribution models on the same dashboard
- ROAS, CAC, and pipeline by source & campaign
Channel ROAS · Last 30 days
Linear| Channel | Spend | Pipeline | ROAS |
|---|---|---|---|
| Google Ads | $12K | $50K | ▲ 4.2x |
| ChatGPT Ads | $8K | $30K | ▲ 3.8x |
| Meta Ads | $6K | $13K | ▲ 2.1x |
 Email | $2K | $11K | ▲ 5.4x |
Attribution model
First touch
Last touch
Linear
U-shaped (40/20/40)
Time decay
Last non-direct
Share it with anyone
A live link for your boss, a deck for your client
Share any report as a live link, with a password and a fixed date range if you like, or export it to PDF or an editable PowerPoint deck with a cover and contents. Agencies can put their own logo and domain on every link.
- Several reports behind one link
- PDF and PowerPoint with charts you can edit
How it works
Three steps from snippet to a report you can send
Snippet, pick a report or template, share it.
-
<script async src="https://t.sourceloop.ai/tracking-v3.js"></script>
01Install the snippet
Page views, conversions, ad spend, and CRM revenue start flowing into one dataset.
-
Pick a report
- Traffic and Revenue →
- Monthly client report →
- Weekly review →
02Open a report or start from a template
Twelve ready-made reports and ten templates, or a blank page you fill with notes and charts.
-
Acme, October
- Live link Password on
- Export PowerPoint
- Weekly summary Slack
03Share, export, or schedule
Send a live link, download a PDF or PowerPoint, or get a weekly summary in Slack or email.
FAQ
Marketing reporting, FAQ
What is a marketing dashboard?
A marketing dashboard is a visual report that pulls metrics like visits, leads, conversions, ad spend, and revenue into one view. SourceLoop is marketing dashboard software where every metric pulls from the same first-party identity-stitched dataset, so visits, leads, ad spend, and closed revenue actually tie out across reports.
How is this different from Looker, Tableau, or Power BI?
Looker, Tableau, and Power BI are general-purpose BI tools that need a data warehouse and a data team to feed them. SourceLoop ships marketing dashboards out of the box on top of a first-party data model that's already wired to your CRM, ad platforms, and billing, so you don't need to build the pipeline first.
Can I build a custom report for my team?
Yes. Reports work like a document: type your notes, then press / to add KPI tiles, line and bar charts, tables, maps, funnels, and journeys. Filter by source, campaign, country, device, or your own custom fields, and edit together with your team at the same time.
Can I share a report with someone outside SourceLoop?
Yes. Share any report as a live link, with a password, a fixed date range, and an expiry if you like. Your client or boss opens it in a browser without a login, and with branding it opens on your own domain.
Can I get a weekly summary in Slack or email?
Yes. Set up a daily, weekly, or monthly summary alert, such as weekly performance or yesterday's leads by channel, and it lands in a Slack channel or inbox on schedule.
What is attribution reporting in HubSpot, and do I still need it?
HubSpot's attribution reports credit contacts and deals to the interactions HubSpot recorded, and they need Marketing Hub Professional or Enterprise. They work well for activity that happened inside HubSpot. What they cannot do is price the ad spend that produced the contact, because HubSpot never sees your Google or Meta cost data. SourceLoop joins spend, web behaviour, and HubSpot deals in one report, so you get cost per closed deal rather than contact counts.
Do I need an analyst or SQL to build a dashboard?
No. You pick a metric and a dimension and the chart builds itself, which is the main practical difference between this and a BI tool. Looker, Tableau, and Power BI are more powerful and will answer almost anything, but only after someone models the data and writes the queries.
Can agencies build client reports?
Yes. Build a monthly client report once, add your logo, colours, and domain, and send it as a live link or export it to PDF or editable PowerPoint. Each link only ever shows that client's data.
Can I export the underlying data?
Yes. Every table exports to CSV, the Data Studio connector brings any metric into Google's Data Studio, and on higher plans the full dataset syncs to Snowflake, BigQuery, Amazon S3, or Google Cloud Storage on a schedule.
