Product

Marketing dashboard for agenciesEverything your media team uses each month.

Relator brings each client's paid media, website and CRM together, shows what needs attention and delivers the report with your brand. RelatorAI answers questions about all of it.

Try it free for 7 daysSee plans
01 · Performance

Every channel on one screen, in the order you decide.

Overview, Paid media, Organic and SEO for each client, with the numbers that matter for their type of business. First what changed and what needs attention, then the detail by campaign, ad group and ad.

  • KPIs by business type: e-commerce, leads, app or brand
  • Previous period or previous year
  • Pause and resume Meta ads without leaving Relator

Revenue

R$486,320
+18%
vs. August

Revenue by channel

  • Meta AdsR$212.4K
  • Google AdsR$168.9K
  • OrganicR$105.0K
Vértice
Photo of Marina, who uses Relator
Agency overview

Overview

Vértice / Overview

All sources · updated 12 minutes ago5 of 5 sources synced
Applies to the whole viewLast 30 daysPrevious period

Spend

R$118,640

6%

Meta Ads + Google Ads

Revenue

R$486,320

18%

RD Station CRM

ROAS

4.10×

11.4%

RD Station CRM

Sessions

29,870

9%

GA4

Period trend

Daily, with the previous period dashed.

  • Paid media

    See details
    Clicks
    38,410
    +12.9%
    CTR
    3.1%
    +0.3 p.p.
    CPC
    R$3.09
    -6.1%
    Meta61%Google39%of spend

  • Organic

    See details
    Users
    21,340
    +7.3%
    Engagement
    61.2%
    +2.5 p.p.
    Sessions per user
    1.4
    +1.4%

  • SEO

    See details
    Search clicks
    8,920
    +10%
    Impressions
    284,300
    +5.9%
    Average position
    7.4
    -8.6%

    Average CTR 3.1%

02 · RelatorAI

Ask in plain language. The answer comes from the client's data.

RelatorAI queries the connected sources, shows what it is querying and answers with numbers and a chart. It also builds dashboards and edits the open report, with undo.

  • Ask, Dashboard and Report modes
  • Attach a KPI, a chart or up to 3 files
  • Read-only: it never pauses a campaign or sends anything on its own

Deals won

212
+13%
vs. August

Campaigns by revenue

Revenue attributed in the CRM
  • Áurea 16 · LaunchR$212.4K
  • Nexo · Gaming seasonR$131.7K
  • Lume · Back to schoolR$88.9K
  • Prisma · BusinessR$53.3K
RelatorAIVértice · September

What do you want to know about this client?

Which campaign sold the most?Compare with AugustBuild a paid media dashboard
03 · Reports

The monthly report goes out with your brand, and only after your approval.

Six ready-made templates, an editor with the same cards as the app and scheduled delivery by email. The schedule creates the draft and waits for your “Approve and send”.

  • Daily to yearly, with day, time and time zone
  • Public link for 30 days and PDF
  • Up to 20 recipients per delivery

Real ROAS

4.1×
+11%
vs. August

Revenue by day

September 2026
04 · Campaigns

Manage Meta Ads and Google Ads without leaving Relator.

Campaigns, ad sets and ads with the last 30 days of numbers. Create, edit, turn on and pause with the same number as your report right beside it.

  1. Campaigns
  2. Ad sets
  3. Ads
Vértice
Photo of Marina, who uses Relator

Campaigns

Vértice / Create, edit, turn on and pause ads without leaving Relator

Platform
Last 30 daysSep 23 – Oct 22

Spent on Meta

R$72,060.00

3 campaigns spent in the period

Delivering now

2

of 4 campaigns in the account

Needs attention

1

Learning limited in Lume · Volta às aulas

Open drafts

0

None being edited

Needs your attention

1 item

Learning limited in Lume · Volta às aulas

Too few results to leave learning: delivery gets more expensive and less stable until the campaign gains volume.

Campaigns

No results

Create a campaign in one sentence.

Describe what you want to advertise and RelatorAI builds the draft. Every suggested field is marked, with the reason, so you accept or edit it before reviewing and publishing.

Conversion campaign for the launch, R$300 a day, audience of site visitors

Creative studio

Generate ad images with your brand and fill in the creative each ad was missing.

Turn on, pause and edit in bulk

Toggle right on the row. Duplicate, archive or delete several at once, and every change goes through Review and publish.

What needs your attention

Rejections, limited learning, pending payment and stalled drafts show up at the top, with a direct link to the campaign.

RelatorAI reading

Where the budget is concentrated, what paused campaigns spent and what is still delivering, straight from the account numbers.

05 · CRM and real ROAS

ROAS from sales, not from clicks.

Connect HubSpot or RD Station CRM, tell Relator which stages are won and lost, and it matches won deals with Meta and Google spend, by channel and by campaign.

  • Matches lead and campaign by gclid and UTM
  • Anything that doesn't match shows up as “Unattributed”
  • On every plan

Real ROAS, with CRM sales

4.1×
ROAS in the ads manager: 6.8×

CRM revenue by source

  • Meta AdsR$318.9K
  • Google AdsR$167.4K
  • Other sourcesR$38.7K
  • No sourceR$21.3K
HubSpotRD Station CRMStage mappingHubSpot or RD Station CRM · Sales funnel
Stage in the CRMCounts as
New lead
Choose
Qualified lead
Choose
Proposal sent
Choose
In negotiation
Choose
Closed won
Choose
Closed lost
Choose
Lead source × paid mediaReal ROAS by channel, broken down by campaign.
Lead source × paid media
  • Meta Ads
    RevenueR$318,900.00
    ROAS4.43×
  • Google Ads
    RevenueR$167,420.00
    ROAS3.59×
  • Other sources (UTM)
    RevenueR$38,700.00
    ROAS—
  • No attribution
    RevenueR$21,300.00
    ROAS—
ROAS in the ads manager: 6.8×Real ROAS, with CRM sales: 4.1×
06 · Goals

Know today where the month will close.

Set targets for spend, ROAS, CPA, revenue or leads. Relator compares the running total with the expected pace, tells you where you'll close and warns you when a goal falls off pace.

  • On track, at risk, off track or achieved
  • Closing forecast with the gap to target
  • Goals for Meta, Google, GA4 and CRM

On the Pro and Scale plans.

CRM revenue

R$386,320
77% of the R$500,000 goal

September goals

  • CPA · Google Ads91%
  • ROAS · Meta Ads103%
  • CRM revenue77%
  • CRM leads107%
VérticeSeptember goals1 at risk2 on track1 achieved

  • CPA ≤ R$120.00 by Sep 30 · Google Ads

    At the current pace you close at R$134.90 (+12%)

    R$0.00 vs R$118.20 (-100% vs previous period)

    Actual R$0.00Projection R$134.90Target R$120.00lower is better

  • ROAS ≥ 4x by Sep 30 · Meta Ads

    At the current pace you close at 4.3x (+8%)

    0x vs 3.7x (-100% vs previous period)

    Actual 0xProjection 4.3xTarget 4x

  • CRM revenue ≥ R$500,000.00 by Sep 30

    At the current pace you close at R$527,000.00 (+5%)

    R$0.00 vs R$412,900.00 (-100% vs previous period)

    Actual R$0.00Projection R$527,000.00Target R$500,000.00

  • Leads ≥ 1,800 by Sep 30

    Goal achieved

    0 vs 1,640 (-100% vs previous period)

    Actual 0Target 1,800

07 · Timeline

The reason behind every spike and every drop.

Log launches, budget changes and promotions. Relator records alerts, sent reports and connected sources on its own, and RelatorAI closes each day saying whether results got better or worse.

  • Milestones become annotations on charts
  • Daily result with the breakdown by channel
  • RelatorAI reads the last 14 days before answering

Revenue

R$486,320
September 2026

Daily revenue · September

Daily revenue · September

  1. Alert triggered on Google Ads

    System event

    Warning · Spend pacing above plan

  2. Consumer week: 15% off Áurea

    Promotion

    Coupon on the site and in ads from September 20 to 27.

  3. Nexo budget +30% on Google

    Budget change

    ROAS above goal for two weeks in a row.

  4. Áurea 16 launch on Meta

    Campaign launch

    Three new audiences and video creatives.

  5. Report sent

    System event

    Visão geral Vértice · agosto

The client asks. You answer from anywhere.

Install Relator on your home screen and use it like an app: ask RelatorAI, follow the day's alerts and approve the report without opening your laptop.

  • Installable on iPhone and Android
  • RelatorAI with the same sources as desktop
  • Report approval from your phone
9:41
RelatorAIVértice · September

What do you want to know about this client?

Which campaign sold the most?Compare with AugustBuild a paid media dashboard
9:41

Scheduled send · Vértice

September report · Vértice

Period:
Sep 1, 2026 – Sep 30, 2026
Recipients:
3 recipients
Scheduled for:
Oct 1, 2026, 8:00 AM
Agency logoforClient logoVértice

September report · Vértice

Prepared by Farol Agency · Sep 1, 2026 – Sep 30, 2026

  • Meta
  • Google Ads
  • GA4
  • RD Station CRM

Monthly summary

September closed with R$486.3K in revenue, 18% above August. Áurea 16 accounted for 44% of sales. For October, we suggest moving more budget to Nexo on Google Ads.

Revenue by day

From connection to first report, in the same afternoon.

  1. Connect this client's data

    Connect the platforms and pick this client's account. You can also do it later.

    Coming soonFacebookFacebook
    Coming soonInstagramInstagram
    Coming soonTikTokTikTok
    Coming soonLinkedInLinkedIn
    Coming soonYouTubeYouTube
    Coming soonXX
    Coming soonSalesforceSalesforce
    Coming soonPower BIPower BI
    Coming soonGoogle SheetsGoogle Sheets

    Step 1: Connect your sources

    Sign in with Meta, Google and your CRM. History arrives on its own and sync keeps running every day.

  2. Step 2: Ask for the dashboard

    Describe what you want to see and RelatorAI builds the widgets with your data. Or start from a ready-made template.

  3. Scheduled send · Vértice

    Monthly report · Vértice

    Period:
    Sep 1, 2026 – Sep 30, 2026
    Recipients:
    3 recipients
    Scheduled for:
    Oct 1, 2026, 8:00 AM
    Recent deliveries

    Step 3: Send and follow up

    Approve the report, send it by email and link, and let the client follow the month in their own portal.

And more

The rest of the routine lives here too.

  • Dashboards

    Meta, Google Ads and GA4 templates and 28 widget types on a drag-and-resize grid. Agency templates can be copied to clients.

  • Custom metrics

    Ratio, cost per, percentage, sum and difference through guided templates, with a 30-day preview. No typed formulas.

  • Campaigns

    Relator reads names and UTMs and suggests initiatives that span Meta and Google. You review before the space is created.

  • Alerts

    Unusual spend, stopped delivery, pacing above or below plan and goals at risk, on the Home screen and by email.

  • Clients and portal

    Every client in one table, with what needs attention at the top. Invited clients see the summary, campaigns, reports and timeline.

  • Agency brand

    Your agency logo on reports and navigation, from Pro. Each client has its own logo, colors and footer.

Security and LGPD

Each client's data stays separate.

That holds for an agency with forty clients and for a company using Relator on its own.

  1. 01Platform access tokens are encrypted with AES-256-GCM.
  2. 02Every query is filtered by organization and by client, including RelatorAI's.
  3. 03Data is hosted in the United States, on Cloudflare, Microsoft Azure and ClickHouse, and handled under Brazil's LGPD.
  4. 04Data deletion on request, at privacidade@relator.digital.

Your next month-end close can be the last one done in a spreadsheet.

Try it free for 7 days: connect your sources today and send the first report this week.

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