Getting Started with ProvenLeap: Your First Client Report

To create your first client report in ProvenLeap: add a client, connect a data source, choose a report template (or build one on the drag-and-drop canvas), and share it as a live link or a scheduled PDF. All 30 integrations are available on every plan, including the free Solo plan, so you can connect Google Ads, Meta, GA4, LinkedIn, Shopify, and more without upgrading. Most agencies produce their first report in under 30 minutes.

What do you need before you start?

You need three things: a ProvenLeap account, a client to report on, and at least one marketing account to connect (for example a Google Ads account or a GA4 property). The free Solo plan covers one client with every integration included, so you can run through this whole guide without paying. There is no credit card required to start.

If you manage more clients, the paid plans raise the client limit, Team ($49/mo, 5 clients), Pro ($149/mo, 20 clients), and Agency ($299/mo, 50 clients), and add white-label branding and a custom domain. Integrations are never gated by tier.

How do you connect your first data source?

Add a client from the Clients page, open that client, and go to Integrations. Pick the platform you want, say Google Ads, and complete the OAuth connection. ProvenLeap stores tokens securely with HttpOnly cookies and refreshes them automatically, so a connection you make today keeps working without re-authenticating every month.

Once connected, ProvenLeap begins syncing the client's metrics. You can connect as many sources as the client uses; a typical agency client has three to six connected platforms feeding a single report.

How do you build the report?

Open the client's Reports tab and either start from a template or build on the canvas editor. Drag KPI scorecards, line and bar charts, tables, funnels, and goal trackers onto the page, point each widget at a metric and a date range, and the data fills in live. You can blend metrics across platforms with custom formulas when a client wants a combined view.

When the layout looks right, you have two ways to deliver it: a live share link the client opens any time to see current data, or a scheduled PDF that emails automatically on your cadence. On paid plans both carry your branding, not ProvenLeap's.

What makes ProvenLeap different for reporting?

ProvenLeap connects to AI assistants like Claude and ChatGPT through the Model Context Protocol (MCP). Once connected, you can ask Claude or ChatGPT about a client's performance in plain language and even generate a report draft conversationally, instead of exporting data to a separate AI tool. It is a genuine differentiator, though whether it matters depends on whether your team works in Claude or ChatGPT.

If you already use AgencyAnalytics, DashThis, or Whatagraph, ProvenLeap supports the same major integrations and offers data export, so switching does not lock you in.

Next steps

Once your first report is out, connect the rest of the client's platforms, set up a delivery schedule, and explore roll-up reports if you want a single view across several clients. From here, the ProvenLeap integrations and the reporting templates are the fastest way to scale from one client to a full book of business.