JBaum Creative

Stop Renting Your Reporting.

Most agencies pay $5,000–10,000 per year for reporting tools they don't own. Every year, that invoice comes back. The data is siloed in someone else's platform. Prices go up. Products change. You're stuck.

There's a better way.

What You Get

A custom dashboard, built for your agency.
Owned by you. Forever.

We build you a fully custom reporting and client management dashboard — white-labeled with your agency's branding, and designed around how your team actually works. No subscription. No recurring platform fees. One build, yours to keep.

What's Included

  • Client Dashboard PortalEach client gets a password-protected portal with their own performance view. Meta Ads data loaded via CSV or Excel upload on whatever cadence works for your team.
  • Custom KPIs Per ClientEvery client is different. You choose which metrics matter — spend, ROAS, reach, leads, whatever is relevant. Hide what isn't.
  • Meeting Notes & Asset HubA shared space for client-facing docs, creative assets, and meeting notes. Everything in one place, inside the dashboard.
  • Agency-Branded ThroughoutYour logo, your colors, your domain. Clients see your name, not a third-party tool's. Individual client logos can be uploaded per portal where it makes sense.
  • Admin HubA private internal view only you see — all clients in one place, with last month's spend and ROAS, login activity (when clients checked in and from where), onboarding progress, and internal notes.

Add-Ons

  • Live Meta API Connection

    Skip the CSV upload — pull Meta Ads data automatically in real time.

    $1,000–1,500

  • Additional Ad Platform

    Google Ads, TikTok Ads, and others available as integrations.

    $500–750 / platform

  • Amazon Affiliate Revenue Tracking

    Upload Amazon affiliate reports via CSV or Excel. Revenue sits alongside ad performance.

    $500

  • Additional Clients

    Beyond your tier's included client count at launch.

    $150 / client

  • Monthly Support Retainer

    Maintenance, minor updates, Meta token renewals, and direct access when needed.

    $250 / month

Pricing

Core Build

$7,500

Up to 15 clients

  • –Client dashboard portal
  • –Meta Ads reporting (CSV/Excel upload)
  • –Custom KPI configuration per client
  • –Agency-branded throughout
  • –Password-protected client logins
  • –Admin hub
  • –30-day post-launch support

Full Build

$10,000

Up to 30 clients

  • –Everything in Core, plus:
  • –Onboarding module (brand brief capture, task checklists, access setup)
  • –Multi-brand support per client (separate views, logos, and KPIs)
  • –60-day post-launch support

The Numbers

Break even in year one.
Own it forever after.

Your DashboardAgencyAnalyticsAA + Supermetrics
Year 1$10,000~$7,800~$8,000–12,000
Year 2$3,000*~$7,800~$8,000–12,000
Year 3$3,000*~$7,800~$8,000–12,000
3-Year Total~$16,000~$23,400~$28,000+
Who owns it?YouThemThem

* Optional $250/month support retainer. Competitor figures based on 30-client agency, annual billing, as of March 2026.

Every SaaS tool you pay for is a subscription to someone else's roadmap. A custom dashboard is an asset — it compounds in value as your team learns it, your clients trust it, and your process tightens around it. Stop renting. Start owning.

Who This Is For

Boutique agencies and fractional CMOs running Meta Ads who want a polished, professional client experience — without paying a SaaS subscription every year for a tool that doesn't quite fit.

Let's talk