FeaturesRoll-up Reports & Dashboards

Roll-up Reports & Dashboards deliver the big-picture view your agency needs

Combine data from multiple clients, brands, or locations into one clear view. Roll up metrics across franchises, compare regions, or create agency-wide reports that reflect how you work. With Roll-up Reports and Dashboards, reveal portfolio insights instantly—without spreadsheets or manual effort.

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An illustration showing how to aggregate key marketing metrics across clients with Roll-up Reports and Dashboards.

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.

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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

AGGREGATE CAMPAIGN PERFORMANCE

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.

An example aggregated multi-client data on an AgencyAnalytics roll-up report.

BENCHMARK RESULTS

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.

An example of a marketing agency roll-up report showing performance metrics across multiple clients.

COMPARE CLIENTS

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.

An example of a marketing agency roll-up report comparing client performance side by side.

ENSURE DATA ACCURACY

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.

An example of how to select roll-up metrics across dozens of data sources for a roll-up report or dashboard.

Aggregated client reporting made effortless for every agency.

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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.

Monitor Every Client In One View

Make managing complex reporting for tens or even hundreds of clients a breeze.

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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.

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