Step 1 - Sections
What goes in the report?
Step 2 - Branding
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Your report cover
Client Performance Report
Prepared by Your Agency
Acme Supply Co.
Net Revenue
$184,320
Net Profit
$38,950
Blended ROAS
4.1x
Orders
2,412
In this report
- P&L statement
- Marketing overview
- Channel mix
- Month-over-month
Common Questions
Frequently Asked Questions
Is the sample PDF real data?
No. The sample report uses fixed, clearly labeled illustrative data from a fictional client. It demonstrates one possible combined report structure and the white-label treatment. Agency plan reports use live client-store data in the supported report templates.
What happens to my email address?
We use it to unlock the sample PDF download in your browser and record which tool you used. If you tick the marketing checkbox, we may send occasional product updates and you can unsubscribe anytime. Service providers process data under our privacy policy.
Can I use my own logo and brand color?
Yes. Upload a PNG or JPEG logo up to 300KB and pick any brand color. The illustrative PDF applies both so you can evaluate a branded sample. It is not a preview of a specific live export template.
Which sections can the report include?
The illustrative sample has four sections: a P&L statement, a marketing overview with per-platform ROAS, a channel mix view, and a month-over-month comparison. Agency plan templates currently cover P&L, marketing overview and channel data, order summary, expense breakdown, and period comparisons.
What does the real version of this look like?
On the Agency plan, connected client stores use live data for P&L, marketing overview and channel data, order summary, expense breakdown, and period-comparison reports. Reports can be exported as white-label PDF or CSV, scheduled for email delivery, and viewed alongside portfolio ROAS, MER, and CAC. $499/mo includes 10 client stores, with a 14-day free trial.
Do I need a MerchantFlow account to use this builder?
No. The builder is free and works without an account. Entering an email unlocks the sample PDF download directly in your browser.
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