For agencies that grow D2C brands
What should a brand portal show, and why give brands one?
A brand portal is a live, white-labelled page each brand logs into to see its own numbers, where each one comes from, what changed and why, and what the agency did about it. It should carry the agency's name and domain, and show only what the agency decides each brand needs to see.
344k impressions in Google's AI results · Moolwan · one of the sourced numbers in its own portal viewSearch Console · Generative AI features · 25 Jun–23 Sep 2026 · real data
What you'll see in 10 minutes
- Your first brand's report, built from its domain alone.
- Its ad accounts and analytics connected, one secure sign-in each.
- A first portal for the brand under your agency's logo, ready to share when you're happy with it.
Why do brands keep asking for numbers between reports?
Wednesday, 9pm. The founder messages: "How are we doing this week?" The account manager opens four platforms to answer a question the monthly report will answer again on the first. By Friday there are three more messages like it.
Every one-off request costs an hour and some trust. When a brand can't see its own numbers, every quiet week feels like the agency is hiding something. A brand that can see its numbers, with the source of each, asks fewer questions and better ones. Here's what brands ask, and what a portal should answer.
| The brand asks | The portal shows | Where it comes from |
|---|---|---|
| "How are we doing this week?" | Key numbers against the brand's own baseline | Connected accounts, each number with its source |
| "Why did sales dip on Tuesday?" | What changed and the likely causes | Change alerts and the record behind each cause |
| "What did you do last month?" | Each action, what it was meant to move, the outcome | The decision ledger |
| "Where's the report?" | Every report, by period | Scheduled reports |
| "Are rivals doing something new?" | New rival ads and search moves | Competitor tracking |
How do you set up a brand portal brands actually use?
Answer their questions before they ask. A portal fails when it's a wall of charts the brand can't read, and works when it answers the questions in the table above. These six steps get a brand from "send me the numbers" to opening the portal first.
Decide what each brand sees
Start from the questions the brand asks most and put those numbers first. Keep internal notes, drafts and other brands out of view.
Put it on your name
Use the agency's logo and its own domain, so the brand sees your agency, not a tool.
Show the source of every number
Label each figure with the platform, account and dates it came from, so the brand can check it and stops asking which number is right.
Lead with what changed and why
Put the changes and their likely causes above the charts. A portal of charts alone sends the brand straight back to you with questions.
Show what the agency did
List the actions taken, each with what it was expected to move and what happened. This is the part of the portal that shows the fee at work.
Set the rhythm on day one
Agree how often reports arrive and tell the brand where to find them, so the portal becomes the first place they look.
The portal and the monthly report should tell the same story, so send white-label reports from the same numbers. The "what we did" section is only as good as the record behind it, which is why every action should show every decision and its outcome.
What should a brand's portal show first?
Plan it in two minutes. Choose the sections each brand should see, add your agency's name and domain, and set how often reports arrive. The planner previews the portal as the brand will see it and writes the note to send them on day one.
Plan a brand's portal
Fewer sections are usually better. Start with the questions the brand asks most.
Key numbers against the brand's baseline
each number with its source and dates
What changed and why
the likely causes, with the record behind each
What we did
each action, what it was meant to move, the outcome
Reports by period
every report sent, kept in one place
note to send the brandHi Dewleaf Skincare team, your live portal is ready at insights.northlightgrowth.com. You'll see four things: your key numbers against your own baseline; what changed, with the likely causes; what we did, with what each action was meant to move; and every report by period. Each number shows where it came from. Your monthly report will also be kept there. Reply here with anything you'd like added. Northlight Growth
Free, no login. The brand, agency and address are an illustrative example.
(login required) · Give your first brand a live portal under your agency's name.
How does ai-dm give every brand a live portal?
From the same brand model your team works in. Each brand you manage gets a white-labelled portal under your agency's logo. It shows the brand's numbers with the source of each, what changed and why, and what your team did and approved, read from the same brand model as your reports, so the portal and the report never disagree.
344k impressions in Google's AI results
Search Console · Generative AI features · 25 Jun–23 Sep 2026
#2 of 17 in the Maps local pack
ai-dm · Local presence · geo-grid · Sep 2026
368 new users from ChatGPT
GA4 · First user source · 29 Jun–26 Sep 2026
What changed: Meta ROAS 2.13×
below a 4× e-commerce benchmark · ₹28,064 spend · ai-dm · Paid ads · 30 days to 26 Sep 2026
What we did: fix flagged product rich-result items
why · 24 of 1,424 items invalid in Search Console · expected to move · valid rich-result items · baseline frozen 26 Sep 2026 · outcome · gathering
This is real Moolwan data in the portal layout: 344,000 impressions in Google's AI results, #2 of 17 in the Maps local pack and 368 new users from ChatGPT, each with its source. The weak number is shown too: Meta ROAS of 2.13× against a 4× benchmark. Below it sits one recorded decision, fixing 24 invalid product rich-result items, with its frozen baseline.
On your name, on your address. The portal carries your agency's logo, and you can host it on your domain, so the brand only ever sees your agency. Each brand's data is kept separate, never sold or shared and deletable on request, and you can check how brand data is protected.
On our own brand. We run Moolwan, our D2C home décor brand, from the same view, and one person runs its nine channels in about an hour a day. The numbers above, strong and weak, are the real ones, and you can inspect Moolwan's real numbers with the source and date of each.
Related pages
Questions agencies ask about brand portals
What is a brand portal?
A brand portal is a live, white-labelled page each brand logs into to see its own marketing numbers, where each number comes from, what changed and why, and what the agency did about it. It runs on the agency's logo and domain, so the brand sees the agency's work, not a tool.
What should a brand see in its portal?
The handful of numbers the brand asks about most, each against its own baseline and with its source; what changed and the likely causes; what the agency did and what each action was expected to move; and every report by period. More sections rarely help. The planner on this page lets you choose and preview them.
Will brands see that the agency uses ai-dm?
No. The portal carries your agency's logo and runs on your own domain, so your brands see your agency, not ours. Reports sent from the portal carry the same branding.
Does a brand portal replace monthly reports?
No. The portal is the live view; reports are the record for each period, and they're kept in the portal so the brand can find any of them. Most brands still want a short monthly summary, and the portal means it no longer starts from scratch.
Can a brand see other brands or our internal notes?
No. Each brand's data is kept separate from every other brand's, and the agency decides what each brand sees in its portal. A brand's data is never sold or shared, and it's deletable on request.
Does the portal show attribution or one blended number?
No. ai-dm doesn't build attribution models or blended CAC or MER. The portal shows each platform's own figure with its source, side by side, and explains the gap between them in plain words.
What does a brand portal in ai-dm cost?
There's no plan to pick. Sign up, pay as you go, and give your first brand its portal. Billed in USD and INR. Per-brand plans or pay as you go. A brand's data is deletable on request.
No plan to pick. Billed in USD and INR. A brand's data is deletable on request.