Changelog
Follow up on the latest improvements and updates.
RSS
new
New Feature
Roll-up Reports & Dashboards are here!
Now you can
deliver the big-picture view your clients and agency need
with Roll-up Reports and Dashboards.Use this feature to combine performance data from multiple clients into single, customizable widgets. Whether you’re rolling up metrics across franchise locations, comparing performance by region, or building an agency-wide report, you can structure reporting to match how your clients operate. Unlock portfolio-level insights without spreadsheets, workarounds, or manual effort.
- Aggregate data effortlessly:Combine time-based metrics across multiple clients, brands, or locations instantly…and with real-time updates.
- Unlock agency-wide insights:Benchmark the metrics your agency delivers, spot trends across similar clients, and monitor overall performance across your portfolio.
- Compare clients side-by-side:See how different clients are performing against each other. Spot trends and outliers across regions, industries, and more in a single dashboard.
Click
here
to learn more about leveraging the new Roll-up Reports and Dashboards feature to support your agency’s reporting needs
We’ve moved the Goals feature to the Project Management section in the left navigation menu. This new location aligns more naturally with how agencies manage their workflows, making it easier to find and use this essential tool.
Proposals helps you create and send on-brand proposals in minutes – without leaving AgencyAnalytics.
With Proposals, you’ll:
- Get started fast with templates made for marketing agencies
- Skip calculator errors with built-in pricing tables
- Add client data directly, no copy-paste
improved
Integration
Klaviyo Attributed Revenue Data Now Available
We’ve added a Conversions section to the Klaviyo data source to display attributed revenue metrics!
You can now see the revenue generated by each of your automation flows—like Abandoned Cart, Welcome Series, and more—directly in your dashboards and reports. This makes it easier to understand which automations are driving real sales, so you can prioritize what’s working.
To start displaying attributed revenue data in the Conversions section—or when you add it to your reports and dashboards—first select one of your agency's Conversion Metrics.
To make it easier to keep your reports polished and on-brand, you can now apply styling themes – choose from pre-designed options or create your own 🎨
What’s new:
- Browse and select pre-designed themes
- Customize a theme to match brand colours and fonts
- Create a custom theme
- Save themes to reuse for future reports
Learn more about styling themes here.
new
Integration
🚀 New Data Source: Reddit Ads Is Now Available
You can now seamlessly connect Reddit Ads to your PPC reporting—saving time, eliminating manual workarounds, and delivering the holistic performance insights your clients expect.
Here’s what you can do:
- Visualize Reddit Ads data alongside all your PPC channels: Include Reddit Ads metrics with data from 80+ sources to give clients and internal teams a complete, accurate view of PPC performance across platforms.
- Create custom metrics that drive strategy:Blend Reddit Ads metrics with data from your other PPC channels—no spreadsheets or workarounds required.
- Reddit Ads is also now available in theRoll-up Table: Monitor key Reddit Ads metrics across your entire client portfolio from a single view.
This data source is live and ready to use, so start building Reddit Ads reports and dashboards today!
We’re excited to announce a powerful new addition to our database connectors—PostgreSQL! Use it to seamlessly connect and visualize your agency’s custom data inside AgencyAnalytics.
- Track exactly what matters:Select specific dimensions and metrics from your PostgreSQL database to align with your clients' unique reporting needs.
- Visualize with flexibility:Populate custom dashboards using fully configurable widgets designed to highlight the insights that matter most.
- Keep reporting consistent:Display your custom PostgreSQL data alongside other campaign metrics with unified date alignment for clear, comprehensive reporting.
Whether you’re surfacing internal performance indicators, proprietary scoring models, or other agency-specific data, the new PostgreSQL integration gives you full control to deliver tailored reports at scale.
Click
here
to learn more about connecting PostgreSQL to start querying your custom data sets on AgencyAnalytics.
Based on early feedback from customers using our new navigation, we’ve made an improvement to help streamline how you work within individual client profiles.
🚀
What’s New
- Client Profiles are now full-screen:When you enter a Client Profile, the left-hand navigation is automatically hidden—giving you a cleaner, distraction-free workspace.
- Easy exit from the top left:When you’re done, simply exit the Client Profile view using the control at the top left of your screen.
Previous Client Profile view:
New Client Profile view:
This update delivers a more immersive and focused experience when managing a client-specific workflow—no more clutter, just what you need.
improved
Integration
HubSpot Channel & Source Filters Are Now Multi-Select
You now have the ability to select multiple filters from your Channel and Source data options. This makes it easier to display more accurate HubSpot data in your dashboards and reports.
Click
here
for more information on connecting and leveraging HubSpot as a data source on AgencyAnalytics.
You can now showcase goals using a text-based visualization in your reports and dashboards, in addition to the existing progress bar visualization. This new text-based visualization is particularly useful for tracking progress on metrics like conversion rate and cost per metrics (e.g. CPC).
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