Roll-up reporting & dashboards deliver the big-picture view your agency needs
Unlock Agency-Level Insights With Roll-Up Reports and Dashboards
Go beyond client-by-client reporting with portfolio-wide views that drive smarter strategy. By eliminating manual exports and spreadsheets, your team saves hours while delivering accurate, big-picture reporting that scales effortlessly. Roll-up Reports & Dashboards instantly aggregate metrics across franchises, brands, or entire client portfolios, empowering agencies to identify trends, benchmark performance, and deliver the executive-level insights clients expect.
Instant Aggregation
Aggregate metrics from multiple clients, brands or locations in shareable reports or dashboards
Smarter Benchmarking
Track trends across regions, business types or industries to guide strategic decisions
Side-by-Side Views
Compare multiple clients or locations together to uncover trends, gaps, and opportunities
Agency-Wide Reporting
Track overall performance across your agency’s entire portfolio in one report or dashboard
Combine Key Metrics Across Clients in Seconds
Stop wasting hours stitching together performance data. Roll-up Reporting & Dashboards instantly consolidate key metrics—like spend, clicks, and conversions—across clients, brands, or locations. Whether you're managing 10 or 50 clients, you’ll get the full picture—without the manual effort.
Track Trends Across Your Entire Agency
With Roll-up Reports & Dashboards, benchmark performance across similar clients or an entire portfolio to quickly spot what’s working, where performance lags, and which strategies deserve more focus. Use it to empower smarter, data-driven decisions for both clients and your agency.
Compare Clients Side-by-Side, Your Way
Evaluate multiple clients, franchises, or regions together on one report or dashboard. Side-by-side comparison views highlight differences in performance, surface outliers, and make it easy to demonstrate value and strategic opportunities to every client, no matter how complex their setup.
Deliver Reliable Insights Straight From the Source
Manual spreadsheets are prone to errors and wasted time. Roll-up Reports & Dashboards pull data directly from integrations, ensuring accuracy, timeliness, and consistency. Your clients get trusted insights while your team focuses on delivering results instead of chasing down numbers.
Aggregated client reporting made effortless for every agency.
The Roll-up Table lets you monitor performance across your entire client portfolio in one real-time view—no spreadsheets, no exports, no hassle. Instantly see key metrics like ad spend, clicks, and conversions to quickly identify top performers and clients who need attention. With built-in trend comparisons and roll-up capabilities by brand, location, or industry, you’ll start each week with complete clarity. It’s your agency’s mission control for smarter, faster decision-making.
With 85+ native integrations, it's easy to centralize client performance in one place. Connect key platforms like Google Analytics, Google Ads, Facebook, LinkedIn, and Search Console to get a complete view. Agencies eliminate manual data pulls and gain instant clarity across every client campaign.
Effortlessly create customized reports and dashboards with drag-and-drop editing. Place key metrics front and center, build client-ready visuals, and simplify reporting across accounts. Agencies showcase value in streamlined reporting that highlights what matters most to clients.
Make managing complex reporting for tens or even hundreds of clients a breeze.
Deliver Roll-up Reports and Dashboards fully branded with your agency’s identity. Add your logo, colors, and domain to give clients a polished, professional experience that reflects your agency’s expertise.
Make your impact instantly visible by integrating goal tracking into your reports and dashboards. With a simple drag-and-drop, highlight key metrics and visually map their progression toward targets. Empower clients with real-time insights into campaign performance—so they immediately understand the value you're delivering.
AgencyAnalytics prioritizes your agency's needs with round-the-clock support. Our live chat is on standby 24/5, boasting under 3-minute response times to swiftly tackle your queries. With a satisfaction rate consistently above 95%, our team helps you maximize reporting success. You care about your client’s success, we care about yours.
FAQs About Roll-Up Reporting and Dashboards
Need a single view of your agency’s performance across multiple clients or locations? These FAQs explain how roll-up reporting consolidates metrics, streamlines analysis, and ensures data integrity—so you always have a complete picture of your agency’s success.
Yes. An AgencyAnalytics roll-up report or dashboard covers the clients you pick when you create it, and a roll-up widget totals one metric across all of them, such as website traffic or ad clicks. A client widget alongside carries the dimensions and filters for a single named client, so you can still call one account out.
AgencyAnalytics opens roll-up reports to staff and admin users who already hold unrestricted access to every client in the account. Grant a staff user that access and the roll-up reports and dashboards open for them too. Worth checking that first when someone tells you they can't see one.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.