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IntegrationsSharpSpring

SharpSpring Reporting Integration

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

Bring SharpSpring data into focus

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

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.

automated SharpSpring reporting
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
    track campaign revenue analytics
    lead pipeline analytics
    opportunities data
    granular account details

    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.

    track campaign revenue analytics

    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.

    lead pipeline analytics

    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!

    opportunities data

    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.

    granular account details
    Brendan Chard, Owner, The Modern Firm, LLC Headshot

    Brendan Chard, Owner

    The Modern Firm, LLC

    AgencyAnalyticsisaGodsendfordigitalmarketingagencies.Itallowsustoshowtheimpactofourworkinawayclientsunderstand,freesourtimetodomoreforourclients,andmakesuslookpolishedandprofessional.

    Combine data from over 80 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.

    Marketing Platform Reporting Integrations

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

    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.

    Examples of data visualization widgets inside AgencyAnalytics client reporting software
    Michelle van Blerck Communications Manager Digital Freak

    Michelle van Blerck, Communications Manager

    Digital Freak

    Bycustomizingdashboards,wecanhighlightandprioritizetheclientKPIsthataremostrelevanttothem,ensuringthatwe’redeliveringdatathat’sbothactionableandmeaningfultothem.

    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.

    Everything your agency needs

    Automated Reports

    Automated Reports

    Build and schedule reports in seconds. Save time with a streamlined reporting process.
    White Label Dashboard

    White Label Dashboard

    Add your agency’s branding across the dashboard, reports and mobile app.
    Client Staff Access

    Client & Staff Access

    Give your clients and staff their own login and customize what they can see.
    Connect Your Data

    Connect Your Data

    Integrate all your SEO, PPC, social, email and call tracking services.
    AI-Powered

    AI Powered

    Ask AI to turn client data into actionable insights.
    Goal & Budget Tracking

    Goal & Budget Tracking

    Track goals and budgets to highlight progress and prove your agency’s value.

    Get Started for Free

    Try AgencyAnalytics risk-free for 14 days. No credit card required.
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