How Patio swapped manual client reports for live, multi-source dashboards

Patio is a Vancouver-based marketing agency working with brands across tourism, retail, lifestyle, and B2B. The team runs paid media, organic social, content, and creative for a portfolio of clients including Vancouver's North Shore, Discover Langley City, Kal Tire, Saucony, Destination Vancouver, and others.

Patio's superpower is end-to-end execution: strategy, creative, paid distribution, and reporting all under one roof. That last part, reporting, is where the friction lived.

Every client at Patio gets a monthly performance report. For a tourism client like Vancouver's North Shore, that means pulling Instagram, Facebook, YouTube, paid social, and Google Ads data, formatting it, charting it, contextualizing it, and assembling it into a polished PDF the client could read at a glance.

To do that, the team was paying for and stitching together a stack of tools: Windsor.ai and Supermetrics for connectors, DashThis for visualizations, Sprout Social for organic, Google Ads and Meta Ads Manager for paid, and the native insights inside every individual social platform. Each tool covered a slice. None covered the whole picture.

A typical month's report was nearly 100 pages, hand-assembled across all of those sources. Multiply that by every client. Multiply that by twelve months a year. The reporting layer of the agency was eating real account-team hours, hours that could have been spent on strategy and creative work.

Worse, every report was a snapshot the moment it was sent. If a client asked "how are we trending this week?" the answer was "let me pull the numbers", which meant another half-day of work.

One workspace, every source

Patio connected every platform they run campaigns on, paid search, paid social, organic social, and web analytics, into a single Momently workspace, organized per client. Within the first week, the team had every metric they used to manually assemble (impressions, engagement, follower growth, spend, CTR, CPC, and downstream traffic) in one place, refreshing automatically every 30 to 60 minutes.

Templated dashboards, reusable across every client

Instead of building each client's report from scratch, Patio built one templated dashboard that takes a client filter as input. Adding a new client became a matter of connecting their accounts and switching the filter, not a multi-day data engineering project.

The dashboards include cross-platform totals (likes, saves, shares, comments aggregated across every channel), follower counts with month-over-month change, and creative-variation grouping so A/B/C ads roll up cleanly instead of fragmenting the report.

A product team that ships in 48 hours

Mid-onboarding, Patio's team asked if they could pull search ads with previews, ad-level dimensions, and ad performance breakdowns directly into a Momently dashboard. Two days later, Momently shipped 21 new ad-level dimensions, search term tracking, placement metrics, and campaign budget fields, all live in Patio's workspace.

Patio's monthly client reporting cycle has gone from a manual, multi-day exercise per client to a templated dashboard that updates in real time. Account managers now spend their time interpreting the data and advising clients instead of assembling spreadsheets and exporting screenshots.

Onboarding a new client takes a fraction of the time it used to. The agency can offer live dashboard links to clients on demand, turning the question "how are we doing?" from a half-day of work into a URL. And when Patio needs a feature that doesn't exist yet, the Momently team treats it like a partnership: shipped in days, not quarters.