Plotyx
AI-powered marketing reporting and client dashboards for agencies
About Plotyx
Plotyx is a marketing reporting automation platform that gives agencies and in-house teams real-time, AI-driven dashboards and client-ready reports. It connects to major ad, analytics, and e-commerce platforms, eliminates manual spreadsheet work, and lets clients explore their own data through a natural-language AI assistant.
Pros & Cons
Pros
- AI assistant makes dashboards conversational and accessible to non-analyst clients
- Pulls together marketing, e-commerce, and ad data into unified views
- Eliminates hours of manual agency reporting each week
- White-label client-facing dashboards support agency branding
- Clean, modern interface tuned for agency-client communication
Cons
- Pricing is not published publicly, requiring sales contact
- Narrower integration catalog than some older reporting incumbents
- AI insights quality depends heavily on the quality of connected data
- Newer platform still building out advanced customization features
- Less suitable for non-marketing analytics use cases
Key Features
Real-Time Dashboards
Live client dashboards that update automatically as data flows from connected platforms
AI Insights Assistant
Natural-language AI that answers questions about data, highlights trends, and explains performance changes
Multi-Platform Integrations
Connects to major ad platforms, web analytics, social networks, and e-commerce tools
Client-Scoped Access
Each client sees only their own data through secure, shareable dashboards
Automated Reporting
Scheduled PDF and email reports remove the weekly/monthly manual reporting grind
Custom Dashboard Templates
Reusable dashboard layouts speed up onboarding of new clients and campaigns
Cross-Channel KPIs
Blend paid, organic, social, and e-commerce metrics into a single performance view
White-Label Branding
Present dashboards and reports under your own agency brand
Data Explorer
Drill into metrics, dimensions, and date ranges without rebuilding reports
Agency Workspace
Manage multiple clients, users, and dashboards from a single agency account
Pricing
- Test dashboards
- Connect data sources
- Explore AI insights
- Limited-time access
- Multiple clients
- White-label dashboards
- AI insights assistant
- Automated reporting
- Priority support
Best For
Marketing Agency Reporting
Automate weekly and monthly client performance reports across paid, organic, and social channels
Client Dashboards
Give clients 24/7 self-serve access to branded, real-time dashboards instead of static slide decks
AI-Assisted Analysis
Answer performance questions in natural language without needing a dedicated analyst
E-commerce Performance
Tie ad spend and channel performance directly to store revenue and ROAS
In-House Marketing Teams
Centralize multi-channel KPIs for leadership reporting and campaign optimization
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