> ## Documentation Index
> Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# For agencies

> Client reporting, cross-account analytics, and multi-platform data aggregation.

## Example workflows

| Task | How to do it |
| - | - |
| Client reporting | Connect client ad accounts and ask "Create a monthly performance report for \[client]" |
| Cross-platform analysis | "Aggregate Google Ads, Facebook Ads, and TikTok Ads data — show total spend, conversions, and ROAS" |
| White-label dashboards | Build branded dashboards with client data and export to PDF |
| Competitive benchmarking | "Research industry benchmarks for \[vertical] and compare to client performance" |
| Budget allocation | "Recommend budget allocation across channels to maximize ROAS given a \$50K monthly budget" |
| Proposal preparation | "Analyze the prospect's website traffic and create a growth opportunity analysis" |

## Key features for agencies

* **[Connectors](https://sourcetable.com/docs/connectors/saas-integrations.md)** — 60+ integrations for every client stack
* **[Automated reporting](https://sourcetable.com/docs/ai/automated-reporting.md)** — Client reports that auto-update
* **[Charts](https://sourcetable.com/docs/visualizations/overview.md)** — Professional visualizations for client presentations
* **[Deep research](https://sourcetable.com/docs/tools/deep-research.md)** — Competitive and market intelligence
* **[Templates](https://sourcetable.com/docs/templates/overview.md)** — Start from 1,000+ spreadsheet templates


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