The numbers your P&L actually depends on.
Most agencies know revenue. Almost none know margin per client. HubWho closes that gap by holding the wholesale cost you set against what you charged — per client, every month.
- Riviera Auto72%
- Lakeside Dental68%
- Northwind HVAC61%
- Acme Bakery58%
Mockup with sample data. Your dashboard pulls from your real connected-platform + payment data.
What you get out of the box
MRR & churn
Monthly recurring revenue, growth rate, and churn — broken out by tier and cohort.
AR aging
Outstanding invoices bucketed (current / 30 / 60 / 90+) with one-click follow-up.
Per-client margin
Wholesale-vs-retail margin, in dollars and percent, per client per month.
Connected-platform KPIs
Reviews, listings, leads, calls, engagement — pulled nightly per client from GoHighLevel, HubSpot, BirdEye & Yext.
Auto-sent client reports
Branded PDF reports emailed on the schedule you choose.
QuickBooks + Xero
Invoices, payments, credits — synced automatically. Reconciliation-ready.
Reporting FAQ
What's on the agency dashboard?+
MRR (current and 12-month trend), accounts receivable aging (current, 30/60/90+ days), churn rate, total active clients, total revenue, and per-client gross margin. Refreshes in real time as payments and invoices land.
What does 'per-client margin' mean?+
For every client, HubWho calculates retail revenue (what you charge) minus the wholesale cost you set for the products you deliver. The result is gross margin in dollars and percent — visible per client, per cohort, and aggregated.
Can I send reports to clients?+
Yes. Brandable PDF report templates with your logo and colors. Schedule a delivery cadence (1st of month, weekly, etc.) and HubWho generates and emails the report automatically. Clients can also view live KPIs in their customer portal.
Where do the marketing KPIs come from?+
From the platforms you connect to HubWho: review counts and average rating (BirdEye), listing accuracy and search impressions (Yext), leads, opportunities, and engagement (GoHighLevel and HubSpot), plus rankings and traffic (SEMrush and Google Search Console). Pulled on a nightly schedule, with on-demand 'Sync now' whenever you need fresh numbers. No extra logins required.
Can I export the data?+
CSV download from any list view. QuickBooks and Xero sync ships in the Reports phase for invoices, payments, and credits. Tenant-side API and webhooks for everything else are on the Scale tier.