Marketing intelligence, client reports, KPI tracking, forecasting, and campaign analysis.
ReportsKPIsIntelligenceForecasting
Review
Creative review, file proofing, annotation, version control, and client approvals.
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Users & Access
Manage users, roles, portal access permissions, and client assignments.
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Users & Access
Scooby AI Assistant
Customise the AI assistant that appears in the Reporting portal. These settings affect all users.
Assistant avatar
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✓ Saved
Create user
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Account details
Portal access
Company
Which company or companies this user belongs to
Client access is controlled at the company level. Edit the user's company to change which clients they can access.
My Profile
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K
Admin
Dashboard
Client Reports
Client accounts
Access Control
Users & Permissions
Client Configuration
Settings
Admin Only
KPI Health Monitor
Expected progress based on position in reporting year. <80% = Needs Attention, 80–95% = On Track, ≥95% = Ahead.
Notifications
Send Report
✓ Sent and logged
Audit
Email Send Log
Annual Performance
Year Overview
Primary KPI trend
Social visibility trend
Website traffic trend
KPI achievement %
Admin
Reporting Settings
Tip: In Outlook, File → Options → Mail → Signatures. Copy your signature HTML here.
✓ Settings saved
✎ Admin mode — report
Published
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End of Month Report
Report 2026
Prepared by Karbon Creative
Prepared by
Karbon Creative
Published
—
Confidential client report
Intelligence
Forecasting
Year-to-date performance projected to end of reporting year, based on current pace.
Intelligence
Anomaly Detection
Flags unusual changes between months. Threshold: ±25% change triggers a flag.
Standardisation
Metric Library
Reusable metric definitions. Add once, use across any client or report.
Admin Only
Audit Trail
Intelligence
Opportunities Engine
Automatically surfaces actionable marketing opportunities based on report data patterns.
Intelligence
Client Health Dashboard
Strategic overview — KPI health, forecasting, anomalies, opportunities, and client satisfaction at a glance.
Client Health is calculated using a combination of KPI performance, forecasting accuracy, anomaly detection, opportunities, and client satisfaction. Low satisfaction scores are weighted heavily as they indicate potential account risk.
Campaign Planning
Campaign Timeline
Client Strategy
Strategy PDFs
Upload and organise strategy documents per client and year. Share with clients optionally.
Admin Only — Hidden from clients
Internal Notes & Workspace
Report Templates
Templates
Reusable report structures with pre-configured modules and blocks. Apply to any client when creating a new report.
Workflow
Kanban Board
Review
All Jobs
AI Tools
Brand & Copy Checker
Audit
Activity Log
Review Queue
Ready for Review
Archive
Recently Archived
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Replying as
Create company
Portal access
Child companies
Add new client
Client details
Contact & access
Reporting settings
Initial report (optional)
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Add block to section
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Scooby
Karbon Creative's report assistant 🐾
Upload strategy PDF
Add data source
Add report module
The module will be added as a new tab to the current report. You can add blocks to it via the report builder.