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FeaturesRoll-up Reports & Dashboards

Roll-up reporting & 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 reporting 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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Illustration of a user at a marketing agency trying the client reporting features from AgencyAnalytics
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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
Compare metrics across clients

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.

Add Your Agency's Branding
An example of how to add your marketing agency's branding to customizable marketing reporting software

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.

A roll-up report aggregates data from multiple properties or client campaigns into a single, unified dashboard or report. Instead of analyzing each client, brand, or website separately, roll-up reports give agencies a high-level view of total performance metrics like traffic, conversions, and revenue across all accounts.

Roll-up reporting automatically combines applicable data from multiple source properties—such as different websites, Google Ads accounts, or marketing channels—into a single roll up property in one centralized report. This allows agencies to compare trends, monitor performance, and make informed decisions based on aggregate data rather than managing each property in isolation.

In marketing, roll-up reporting focuses on aggregating performance data—like engagement, session data, and ROI—from multiple campaigns or clients.

In accounting, roll-up reporting consolidates financial statements or revenue data from different departments or entities.

Both aggregate data, but marketing roll-ups visualize metrics across channels (e.g., Google Ads, SEO, and social), while accounting roll-ups summarize financial views like total revenue, expenses, and profit.

Roll-up reporting provides a single source of truth for agency-wide performance. They simplify data analysis, improve data integrity, and help visualize global performance metrics across multiple clients or locations. With all data streams consolidated into one dashboard, agencies quickly identify trends, compare performance across brands, and save hours of manual reporting each month.

Agencies use roll-up reporting in several ways to create a consolidated view of performance across their portfolio.

Multi-location brands often roll up data from multiple websites or franchises to analyze total traffic, conversions, and engagement.

Larger agencies often group roll-up dashboards by account manager to track client performance and workload.

Others organize reports by marketing channel—such as Google Ads, SEO, or social media—to measure results across multiple properties in a single report. Whether by location, service line, or client group, roll-up reporting delivers a complete, unified picture of agency-wide success.

Roll-up reporting combines Google Analytics or Google Ads data from multiple roll-up properties into one comprehensive view. It aggregates session data, average engagement time, and campaign results across all linked accounts. This integration provides agencies with unified insights while preserving data accuracy and eliminating the need to toggle between multiple links or dashboards.

Note: Not all data connectors are currently available for Roll-up Reporting.

Yes. Agencies can create custom roll-up dashboards to segment data by brand, client group, or marketing channel. You choose which source properties and metrics to include, allowing for tailored reports that highlight performance across multiple locations, campaigns, or departments—all in a single, visually cohesive dashboard.

Each Roll-Up Dashboard can aggregate data from up to 50 clients or locations per roll-up metric. This allows agencies to combine performance data from multiple properties, brands, or franchises into one comprehensive view.

Whether you’re tracking results across dozens of Google Ads accounts, websites, or marketing channels, roll-up reporting delivers accurate, scalable insights—all without losing data integrity or visibility.

Roll-up reporting is available only on select plans. This feature is ideal for larger marketing agencies managing multiple clients, websites, or ad accounts that need a single roll-up property to visualize performance across all source properties.

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