HubWho
Launching Q4 2026 — Reporting & KPIs

Know your numbers — and your clients'.

HubWho turns billing data and synced campaign KPIs into a live picture of the business: what you're earning, what's outstanding, and exactly how much margin each client makes you.

Agency dashboard

MRR, AR, and churn at a glance.

One screen for the metrics that run the agency — recurring revenue, outstanding receivables, active clients, and churn — updated as money moves.

  • MRR, active clients, AR outstanding, churn
  • Trends update live as invoices settle
  • No spreadsheets to maintain
agency.hubwho.com/dashboard
Agency dashboard

MRR

$48.2k

+6.4%

Active clients

63

+4

AR outstanding

$7.1k

-12%

Churn (90d)

1.8%

-0.3

AR aging

See what's owed before it ages.

Receivables bucketed by age so you catch the slow-payers early — and the at-risk balances feed straight into your AI daily brief.

  • Current / 1–30 / 31–60 / 60+ aging buckets
  • Overdue balances surface in your daily brief
  • One click to send a reminder
agency.hubwho.com/reports/ar-aging
AR aging
  • Current$5,400
  • 1–30 days$1,200
  • 31–60 days$480
  • 60+ days$210
Per-client margin

The number your tools won't show you.

HubWho subtracts each client's wholesale cost — the cost you enter — from what you bill them, so you see real margin per client and which accounts actually pay.

  • True margin after wholesale cost, per client
  • Spot thin accounts before renewal
  • Brandable client reports, scheduled by email
agency.hubwho.com/reports/margin
Per-client margin
ClientRevenueMargin
Acme Bakery$74958%
Riverside HVAC$1,95061%
Lake City Dental$1,20044%

After wholesale cost · per client

How it works

1

Connect your data

Billing is already in HubWho; connect your marketing tools (GoHighLevel, HubSpot, BirdEye, Yext) to pull per-client campaign KPIs. You set wholesale costs in your catalog.

2

Dashboards build themselves

MRR, AR aging, churn, and per-client margin compute automatically — no spreadsheets, no manual entry.

3

Reports go out on schedule

Brandable PDF reports send to clients on the cadence you set, with AI-written narratives optional.

Questions

How is margin calculated?
HubWho takes what you bill a client and subtracts that client's wholesale cost — the cost you enter — plus any other tracked cost, giving you true per-client margin on demand.
Can clients get their own reports?
Yes — schedule brandable PDF reports to send automatically, optionally with an AI-written plain-English summary of the month.
Where do the KPIs come from?
Your connected platforms (GoHighLevel, HubSpot, BirdEye, Yext) plus tools like SEMrush and Search Console. Each source writes into the same KPI store behind your dashboards.

See it on your own agency.

HubWho launches Q4 2026. Join the waitlist for early access.