FeaturesGoal and Budget Tracking

Hit Targets and Stay On Budget with Goal and Budget Tracking

Set, track, and report on marketing goals to show progress towards targets, reinforcing your agency’s value at every step.
Track and manage marketing performance goals.
PROVE YOUR AGENCY’S VALUE

Show Clients How You’re Helping Them Win at Marketing

Transparently demonstrating how your agency advances clients toward their business goals is a surefire way to ensure they stick around. Monitor the metrics that matter most to your clients, spotlight significant achievements, stay on budget, and seamlessly present this information in your automated marketing reports and custom dashboards.
Show Clients How You’re Helping Them Win at Marketing

Track Progress

Create goals and visually display how you’re progressing towards them

Report Transparently

Add goals that make sense for your client to your reports and custom dashboards

Manage Budget

Keep your clients’ budget pacing on track and in line using goals

Retain Clients

Prove the value your marketing agency brings to the table

CLEARLY VISUALIZE PROGRESS

Set Goals and Achieve Performance Targets

Clients need a clear way to see how you're driving progress toward their goals. Drag and drop goal tracking into reports and dashboards, visually track key metrics as they move toward targets, and provide instant visibility into campaign performance—so clients see the impact of your work at a glance.

Set goals and help clients achieve targets.
CUSTOM METRICS

Establish Targets for Metrics Custom to Your Client

Your clients’ KPIs are as unique as they are. Create your own formula with custom metrics to visualize how your agency is performing against your clients’ custom goals. The Goals feature automatically calculates your progress to report if each goal is on or off track. Easily measure against targets to showcase your success in a visual way.

Set custom goals for your clients.
BUDGET MASTERY

Leverage Goal-Driven Budget Pacing

Maximize your marketing impact by using the Goals feature to manage budget pacing. Set, track, and adjust your spending goals in real-time to ensure optimal ROI and client satisfaction. Keep your campaigns financially focused and efficient, preventing budget overruns with precision and ease.

Set budget pacing goals.
FILTER GOALS BY CLIENT & CLIENT GROUP

Monitor Performance Across Clients & Location

Easily filter and view your agency’s goals across client groups you've created to see your performance for multiple locations, brands, or clients—all in a single view. Want to see goals for a specific client? Simply click that client name or navigate to that client for a customized view of how you're progressing toward your related goals.

Review marketing goals by client group.
FEATURE A WINNING NARRATIVE

Tell a Story With Your Clients’ Data

Storytelling with client data is crucial for impactful reporting. Including tracked goals paints a vivid picture of progress and success, demonstrating the tangible value clients receive from their investments. Keep clients well-informed, building lasting trust, and reinforce the effectiveness of your agency's efforts.

Use goals to tell a data story.

AgencyAnalytics has been key for us to clearly display our marketing efforts to our clients. It serves as a hub to give our clients transparency of what’s working and what’s not.

Lane Rizzardini
Lane Rizzardini / Co-owner
Marion Relationship Marketing

Add transparency and personalized marketing insights to your client reporting.

DRIVE STRATEGIC GROWTH

Set Goals Based On Data-Driven Insights

AgencyAnalytics offers a suite of performance insights features, including Benchmarks, Anomaly Detection, and Trend Forecasting. Turn your agency’s data-driven insights into ambitious yet achievable goals to help you stay on track and steer your client’s marketing performance to new heights. 

Do more with your marketing data by leveraging Benchmarking, Anomaly Detection, and Forecasting features to generate automated, data-driven marketing insights​.
BUILD SCHEDULED REPORTS & LIVE DASHBOARDS

Automated Dashboards and Reports

Work smarter, not harder with an automated reporting tool built for marketing agencies. Automatically create branded reports that display your clients' crucial data and offer practical marketing insights. Schedule them to send daily, weekly, monthly, or otherwise. Or, configure tailored access for both your clients and team members to view real-time dashboards around the clock.

How to Schedule Automated Marketing Reports for Marketing Agency Clients
MORE THAN 80 MARKETING INTEGRATIONS

All Your Clients’ Data Under One Roof

Your clients have diverse tech stacks. That’s why AgencyAnalytics offers a comprehensive reporting platform to pull data from more than 80 channels, providing a holistic view of their marketing performance. Save numerous hours across all accounts by reducing platform switching. Focus more on your core goal—boosting your clients' success.

A sample of third-party integrations that are on the AgencyAnalytics client reporting software
MAKE A BRANDING IMPACT

100% White Labeled Reporting for Agencies

Branding matters. Customize your dashboards and reports to reflect your agency’s brand. Add your logo, apply your exact color scheme, and even host your reporting on your own domain. The full suite of white labeling features gives your agency everything you need to make the platform your own.

Add Your Own Branding To Your Customizable SEO Reporting Software
COMMITTED TO YOUR SUCCESS

We Love Happy Customers

At AgencyAnalytics, our team is committed to helping your agency reach its goals. Our dedicated customer support team is ready and waiting to provide all the assistance you need to effectively leverage your automated reporting software and deliver industry-leading marketing reports to your clients. 

Gain 24/5 access to our live chat support, renowned for lightning-fast response times—usually under 3 minutes. Our outstanding quality of service is reflected in our customer satisfaction ratings consistently soaring above 95%.

Best in Class Customer Support

The built-in integrations have been great, but there is also the flexibility to incorporate our own data. Visibility to metrics was our pain point. Now we have a tool that management can access on demand. Give it a test drive. You’ll find it user-friendly and adaptable.

Kim Jones
Kim Jones

88 Design Group

Discover the All-in-One Reporting Tool Trusted by 7,000+ Marketing Agencies

Get Started for Free

Try AgencyAnalytics risk-free for 14 days. No credit card required.
AgencyAnalytics Dashboard Preview