FeaturesRoll-up Table

Monitor every client in one view

Item: AgencyAnalytics
Rating: 5
Author: Rachel Jackson

Say goodbye to time-consuming exports and scattered data. The Roll-up Table gives your agency a real-time, unified view of performance across your entire client portfolio—no formulas, no manual work, no guesswork. Instantly spot trends, monitor client health, and focus your team where it matters most. Think of it as your Monday morning command center. Start the week with clarity, not chaos.

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An example of using an aggregated table to monitor performance across a marketing agency's entire client portfolio in one view.

Complete cross-client visibility

Gain a clear view across all your clients at once. Know what’s working, what’s not, and what to do next so you can focus your time where it counts most.

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Monitor Performance

View key performance metrics across every client in a single, real-time table view

Compare Trends

Quickly identify top and bottom performers by analyzing trends across your client portfolio

Prioritize Confidently

Spot performance changes early and allocate your team’s time to the clients that need it most

Eliminate Manual Reporting

Save hours by replacing exports and spreadsheets with automatically updated, high-level insights

CENTRALIZED CLIENT PERFORMANCE

All Clients. One View.

Know exactly how every client is performing—at a glance. With real-time metrics like ad spend, clicks, conversions, and more in one unified view, you instantly compare trends, spot red flags, and prioritize where to act. Even view a roll-up of your performance for groups of clients, making it easy to assess by location, brand, franchise, or industry. No switching dashboards, no clunky spreadsheets, no guesswork—just crystal-clear insight across your entire client portfolio.

An example of a roll-up table showing metric totals and averages across multiple clients

MONITOR TRENDS, MAKE DECISIONS

Spot Which Clients Need Attention Now

With built-in trend comparisons across clients—weekly, monthly, or quarterly—you’ll always know who’s improving, who’s slipping, and who needs attention. This cross-client visibility helps you proactively allocate your time and team resources where they’ll have the biggest impact.

TIME BACK FOR WHAT MATTERS

Focus on Strategy, Not Spreadsheets

Stop wasting hours exporting to spreadsheets and making manual calculations that are outdated as soon as they’re done. The Roll-up Table automatically pulls in real-time data and displays the key metrics that matter to you—so your team can skip the manual effort. That means more time for strategic, billable work that drives real client performance.

Add the Roll-up Metrics that matter most to your agency for portfolio-wide performance visibility

Access cross-client or multi-location data visibility and comparison in seconds.

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Illustration of a user at a marketing agency trying the client reporting features from AgencyAnalytics

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Optimize your reporting workflow with automated scheduling for your custom marketing reports. Set your reports to send at regular intervals—daily, weekly, bi-weekly, quarterly, monthly, or annually—and always have the opportunity to add personalized comments and insights before they reach your clients. This strategic automation ensures timely delivery, maintains consistency, and enhances the client experience by providing thoughtful, regular updates on campaign progress.

View Report Automation Options

Need a faster, easier way to analyze your client data? Ask AI elevates your AgencyAnalytics toolkit by delivering immediate, customized insights with a simple click. This AI-powered feature quickly interprets your data, offering responses that spotlight trends, uncover opportunities, highlight achievements, and suggest solutions to challenges. Just pose your question, and receive a detailed, actionable answer to enrich your client reports or influence your marketing tactics.

Explore AI Reporting Tools

Elevate your client dashboards and reports by incorporating goal tracking that measures and contextualizes the journey toward targets. Instantly enhance client comprehension by showcasing their pace, celebrating achievements, and annotating personalized insights that highlight progress. Transform raw data into a compelling narrative of how clients are not just meeting but exceeding their objectives, fostering both trust and engagement.

Discover Goal and Budget Tracking

Consolidate your client’s diverse marketing data into one powerful reporting platform with AgencyAnalytics. Draw from over 85+ channels to craft comprehensive reports that reveal the full scope of your clients' performance. This unified approach allows you to harness critical insights, optimize strategies, and display results in an impactful, digestible format, reinforcing your agency’s pivotal role in driving client growth and success.

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Discover the white label reporting tool trusted by 7,000+ marketing agencies.

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Empower your agency’s brand by customizing all client reports and dashboards with your unique logo and brand colors. This deep level of customization across the platform ensures every piece of client communication is professional and a true reflection of your agency's identity.

Add Your Agency's Branding

Use built-in marketing data visualization tools to automatically transform complex data into intuitive, interactive dashboards. No clunky exports or BI tools—just smart, streamlined insights your clients can understand and act on.

Designed for clarity, built for performance.

Visualize Client Success

Leverage enhanced task management to keep your agency’s operations organized and efficient. Easily assign and customize tasks by client, category, or deadline. Use Kanban or Calendar view, comments, and mentions to stay on top of progress and collaborate with your team. Drag and drop tasks into reports and dashboards to connect work to results, and showcase progress with Presentation Mode or export options like PDF and XLSX. With recurring, cloneable tasks and customizable filters, it’s easy to keep everyone aligned—and show clients the value of your work.

Manage Tasks & Workflows

AgencyAnalytics champions your growth with usage-based pricing starting as low as $59 per month. This approach eliminates unexpected fees and report limitations, offering the freedom to expand without financial strain. Select plans also include unlimited custom dashboards and users, ensuring that as your agency flourishes, your tools and resources seamlessly evolve to match your growing needs.

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More features

Complete cross-client visibility

Monitor Performance

Compare Trends

Prioritize Confidently

Eliminate Manual Reporting

More features

Marketing Performance Insights

Alerts

Smart Reports

Custom Marketing Dashboards

Drag and Drop Report Builder

Client Portals