FeaturesRoll-up Table

Monitor every client in one view

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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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.

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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Stop wasting hours exporting to spreadsheets and making manual calculations that are outdated as soon as they’re done.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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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.

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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.

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