We've updated the editor toolbar with a sleek, user-friendly design! Now it’s faster and easier than ever to find all the features you need to design reports, dashboards, and more just the way you like.

All the same features and functionality you know and love are staying put—they'll just be a whole lot simpler to access.

Plus, the toolbar neatly tucks away so it never blocks your workspace, keeping your focus where it matters most.

Tell even more compelling data stories to your clients!

here

We’ve added some enhancements to the Task Management feature to help you and your team work more efficiently—and to make it easier to show clients exactly what’s getting done and why it matters.

Here's what's new:

Whether you’re assigning work, tracking progress, or showing results, Task Management helps you do it all. Give it another look—we think you’ll love what’s new!

here

We’ve made it even easier to stay on top of the metrics you care about. Now, when you open the Metric Insights tool, you’ll see a new Recently Viewed metrics section at the bottom—right above Popular Metrics.

Quickly revisit the metrics you’ve checked out before and get instant updates!

here

We’ve updated how AI Summary presents insights, with improved design and readability that help your clients quickly grasp the story behind the data (while also saving you valuable time)!

AI Summaries are now more skim-friendly and insight-heavy with:

here

We've streamlined the top navigation bar by reducing the views to List view and Tile view—the two views used by more than 95% of you. Whichever option you select will be set as your default.

You'll also notice grouped clients in the List view now sort in the same way individual clients do: alphabetically if sorted by client or by metric for plans that have access to performance metrics in this view.

Additionally, metrics for grouped clients are now presented as an aggregated total or average, depending on the metric. This better supports reporting for agencies with franchise and location-based clients. You can review the metrics per client by clicking on the grouped clients.

here

This decision was made because the related platforms don't provide historical data for these metrics.

AgencyAnalytics relies on API access for data, so any restrictions directly impact our reporting offerings.

As you make any necessary updates to your dashboards and reports, we’ve done our best to suggest alternative metrics wherever possible.

here

You can now ! This new functionality allows you to easily replicate a favored slide deck for multiple clients.

Simply add as many slides as you need, then drag and drop metrics and other reporting elements from your toolbar to craft the ideal template you can use again and again.

You can also hop into your Report Settings to —and vice versa—with just a click.

Please note, all the converted content in the report will remain intact, but certain layout elements may adjust to fit the new format. You can always go back to a previous version using version history or by selecting the undo button next to the Report Settings.

here

here

Now, you can transform your marketing performance data into professional, client-ready slide decks that clearly showcase the impact of your agency’s work.

Select the Slide Deck report type option next time you create a client report. Or, click Report Settings at the top left of your report builder to convert your existing Document type reports into slide decks.

here

Great news! You can now review and filter your HighLevel contacts in AgencyAnalytics by Tag. This update makes it easy to segment your contacts so you can more effectively track and analyze the success of your agency's lead campaigns.

here

Stay on top of the client metrics that matter the most with —your centralized hub for actionable improvements.

Your clients will love how proactive you are. And you’ll feel confident knowing you’re always on top of things. Ready to take next-step action with your data?

Click the Insights icon in your left side menu when working in any Client to get started with Metric Insights today!

here