SharpSpring Reporting Integration

AgencyAnalytics connects to SharpSpring with an account ID and secret key. Full steps are in the SharpSpring connection guide.

AgencyAnalytics reports SharpSpring lead analytics and opportunity analytics, with Opportunities, Leads Qualified, Opportunities Won and Opportunities Amount among the fields you can place. Leads are split by stage, so you can show movement through the funnel as well as the total. 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.

Start from the marketing report template or the marketing dashboard template, then add SharpSpring as a section. Both are built around the channel, so the layout is already in place and you edit the sections you want.