Salesforce Reporting Tool

Yes. AgencyAnalytics holds several accounts from the same platform under one client, and each widget points at the account you choose. Handy when a client runs two ad accounts or a few locations. Support varies by integration, and the accounts per integration guide has the list.

AgencyAnalytics connects to Salesforce with a paid subscription with API access and read permissions for accounts, leads, opportunities, and campaigns. Full steps are in the Salesforce connection guide.

AgencyAnalytics reports Salesforce account analytics, campaign analytics, lead analytics, and opportunity analytics, with Leads, Opportunities, Amount Won and Conversion Rate among the fields you can place. Campaign fields sit next to the lead and opportunity fields, so marketing spend can be tied to closed revenue. The metrics explorer on this page lists more of them.

Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.

Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.

Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.

Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.

Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.

Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.

Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.

Yes. The Salesforce report template and the Salesforce dashboard template are both built already and come with an AgencyAnalytics subscription. Load either onto a client, connect the account, and the first version of their reporting is ready to edit.