How do you create a custom SharpSpring dashboard?

With AgencyAnalytics, setting up a SharpSpring dashboard is quick and easy. Start from the SharpSpring dashboard template or design one using drag-and-drop widgets. Visualize pipeline metrics—such as total leads, qualified opportunities, submitted forms, and campaign ROI.

Can SharpSpring reporting be automated?

Yes. SharpSpring feeds seamlessly into scheduled report delivery, so performance summaries go out automatically. Leaders save time, reduce manual workload for their teams, and ensure clients receive consistent updates—boosting trust and retention.

Which metrics should agencies track in SharpSpring reporting?

Keep the focus on metrics that reflect both demand and growth: number of new leads, qualified opportunities, campaign-attributed revenue, and monthly lead velocity. These highlight your team's effectiveness in building pipelines and driving client success.

How do you white label SharpSpring reports?

Use white label client reporting tools to brand every detail—agency logo, colors, layouts, and custom domain—across SharpSpring dashboards and reports. This consistency reinforces credibility and builds stronger client relationships.

How do large agencies report on SharpSpring metrics across multiple clients?

Large agencies assign each client an individual SharpSpring dashboard, then monitor overall performance trends from a centralized view in the platform. This unified monitoring eliminates repetitive setup and gives leadership the clarity needed to optimize resource allocation and boost client retention through data-driven decisions.

IntegrationsSharpSpring

SharpSpring Reporting Integration

Item: AgencyAnalytics
Rating: 5
Author: Michelle van Blerck

Automatically integrate your clients' SharpSpring marketing automation data into AgencyAnalytics. Instantly create a complete view of your client campaign successes.

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Bring SharpSpring data into focus

Transform complex SharpSpring metrics into clear, client-friendly reports that reveal what's working and where to improve.

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Simplified Reporting

Turn SharpSpring marketing automation data into easy-to-share dashboards & reports

Track Qualified Leads

Easily monitor lead volume & activity, including where they are in the marketing automation pipeline

Highlight Sales & Revenue

Get a crystal-clear view of accounts including key data points such as industry or country

Monitor Campaign Performance

See how SharpSpring’s marketing automation campaigns are achieving their goals

AUTOMATED DATA-RETRIEVAL

SharpSpring Data, Automated

With the SharpSpring integration, your clients’ important SharpSpring analytics are automatically available in white-labeled reports & marketing dashboards. Simply connect a client’s SharpSpring account to AgencyAnalytics and watch as their real-time data aggregates into your powerful yet intuitive reporting platform built for marketing agencies.

Explore the Marketing Report Template

Explore the Marketing Report Template

Metrics Explorer

Explore All the Available SharpSpring Metrics

Quickly & easily add SharpSpring metrics to your client reports and marketing dashboards.

Count
Date
Leads Active
Leads Contact
Leads Customer
Leads Qualified
Opportunities
Opportunities Amount
Opportunities Lost
Opportunities Lost Amount
Opportunities Won
Opportunities Won Amount
Opportunities Working
Opportunities Working Amount

LEAD GEN CAMPAIGN TRACKING

Streamlined SharpSpring Campaign Analytics

Instantly track detailed SharpSpring campaign metrics straight from your AgencyAnalytics account. This intuitive dashboard provides clarity on your clients’ lead gen campaigns and shows how your marketing agency is driving more qualified leads to your client’s business.

ACTIVE, QUALIFIED, AND CLOSED LEADS

Track Leads as They Move Through the Pipeline

Automatically summarize your clients’ SharpSpring marketing automation performance–including leads, opportunities, and accounts. With this information available any time, you'll make informed decisions that will improve your overall marketing efforts & create beautiful client reports in minutes–instead of hours.

SEE THE OPPORTUNITIES IN THE PIPELINE

Gain More Insights On Revenue Opportunities

View the number of open and closed opportunities to quickly visualize the revenue potential. This makes it easy to track your progress and hit your agency’s goals. With the SharpSpring integration, you'll have all the data you need at your fingertips!

GRANULAR ACCOUNT DETAILS

Dig Deep Into Accounts

The SharpSpring Dashboard Integration offers an in-depth look at your client’s accounts, including the revenue, industry, and key firmographics. Use this information to generate better leads, improve conversions to sales, and drive higher returns on marketing investment.

Combine data from over 85 different marketing data sources including Google Analytics, PPC, SEO, and Social Media to create a detailed and complete picture of all your agency’s programs.

Browse Integrations

Integrate your client's SharpSpring marketing automation data with AgencyAnalytics to easily view and report on all aspects of your marketing campaigns. Quickly see how leads are being generated, what campaigns are performing best, and which efforts are driving the most conversions–all in one place! With just a few clicks, turn these dashboards into stunning reports your clients will look forward to.

Create Custom Marketing Dashboards

Looking to show off your reporting chops to your clients? With SharpSpring's dashboard integration, instantly create beautiful, white labeled reports and dashboards that prominently feature your agency's logo and brand colors. Let your clients think you developed the reports in-house—your secret is safe with us!

Add Your Agency's Branding

Marketing Platform Reporting Integrations

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

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Turn SharpSpring data into clean, visual dashboards that help your clients understand exactly how leads are generated, nurtured, and converted. No spreadsheets. No complex BI tools. Just the key metrics that matter—delivered in a format your clients will actually use.

Purpose-built reporting for agencies focused on long-term growth.

Visualize Client Success

Skip the manual digging—automated summaries surface key takeaways from your SharpSpring data in seconds. From lead source trends to pipeline shifts, AI-powered insights help you deliver client-ready updates without sifting through dashboards.

Smarter marketing automation reporting—ready when you are.

Discover AI Reporting Tools

Give clients a dedicated space to track SharpSpring campaign progress and performance—lead activity, campaign updates, and pipeline updates—all in real time. With a secure, fully branded portal, they stay informed while you stay focused on strategy.

Stronger communication. Smoother collaboration. Better results, together.

Offer Custom Client Portals

Examples of marketing data visualization widgets inside the AgencyAnalytics client reporting software

FAQs About SharpSpring Reporting for Marketing Agencies

Drive smarter processes, retain clients, and build value with strategic marketing insights—the FAQs below highlight how to harness SharpSpring data through AgencyAnalytics.

With AgencyAnalytics, setting up a SharpSpring dashboard is quick and easy. Start from the SharpSpring dashboard template or design one using drag-and-drop widgets. Visualize pipeline metrics—such as total leads, qualified opportunities, submitted forms, and campaign ROI.
Yes. SharpSpring feeds seamlessly into scheduled report delivery, so performance summaries go out automatically. Leaders save time, reduce manual workload for their teams, and ensure clients receive consistent updates—boosting trust and retention.
Keep the focus on metrics that reflect both demand and growth: number of new leads, qualified opportunities, campaign-attributed revenue, and monthly lead velocity. These highlight your team's effectiveness in building pipelines and driving client success.
Use white label client reporting tools to brand every detail—agency logo, colors, layouts, and custom domain—across SharpSpring dashboards and reports. This consistency reinforces credibility and builds stronger client relationships.
Large agencies assign each client an individual SharpSpring dashboard, then monitor overall performance trends from a centralized view in the platform. This unified monitoring eliminates repetitive setup and gives leadership the clarity needed to optimize resource allocation and boost client retention through data-driven decisions.