Smart Reports and Drag-and-Drop Builder
The platform includes a drag-and-drop report builder allowing users to assemble custom client reports. Teams select pre-built templates or build layouts from scratch, placing widgets, cover pages, custom notes, commentary, and images. Reports can be scheduled to automatically generate and send to clients on a daily, weekly, monthly, or quarterly basis. Users can also perform bulk reporting operations to update shared report templates across multiple client accounts simultaneously.
Custom Marketing Dashboards and Portals
Users create interactive digital dashboards and client portals that display live campaign metrics in real time. Dashboards can be customized with specific widget sizes, layout arrangements, colors, and titles. Clients and internal team members receive controlled portal access to view real-time data, task statuses, and campaign updates, reducing manual email exchanges. Dashboards support custom metric formulas, PPC fee markups, custom comments, and embeddable external content.
White Labeling
The platform offers complete white-label capabilities for agency branding. Agencies substitute default platform branding with their own logos, primary brand colors, custom login screen URLs, and browser favicons. Reports and client portals are hosted directly on the agency's domain, and automated emails are sent using agency credentials. Co-branding options are also available, allowing agencies to display individual client logos alongside agency branding on specific client accounts.
AI Reporting Tools
Integrated artificial intelligence tools automate data interpretation and takeaway creation. The AI Summary feature generates written explanations detailing how metrics performed over a specific period, pointing out high points, low points, and current positions while suggesting campaign optimizations. The Ask AI feature accepts natural language inquiries, enabling agency teams to ask custom follow-up questions about underlying data trends, campaign metrics, and platform insights to craft client-ready insights quickly.
Digital Benchmarking
The Benchmarking tool measures a client's marketing campaign performance against industry standards. It calculates industry medians using data from the prior thirty days and displays performance distributions across industry quartiles. Agencies insert benchmark visual graphs directly into dashboards and client reports to illustrate relative campaign performance, validate progress, and establish realistic future performance goals during client reviews.
Anomaly Detection
Anomaly Detection continuously scans connected data streams to identify significant, unexpected deviations in client performance metrics. The feature highlights both positive spikes and negative drops across marketing campaigns. By surfacing unusual data patterns automatically, agency teams can investigate root causes, address unexpected performance dips proactively, or capitalize on emerging positive opportunities before clients bring issues to the agency's attention.
Forecasting Tools
Data forecasting tools project expected metric performance trends based on historical campaign data. Marketers use these predictive calculations to estimate future outcomes across key performance indicators, evaluate campaign trajectory, and formulate strategic optimizations. Combined with goal-tracking features, forecasting tools assist account teams in establishing data-backed targets and making informed budget allocation decisions across digital marketing channels.
Goal and Budget Tracking
The Goals widget allows agencies to establish custom monthly campaign benchmarks and track daily progress toward target business objectives. Displayed as visual progress bars, goals can monitor conversions, ad spend efficiency, engagement metrics, or overall return on investment. Teams use budget pacing and progress metrics to maintain strategy alignment, keep clients informed of performance trajectory, and retain long-term client accounts.
Roll-up Reports and Tables
Roll-up tools allow agencies to aggregate performance metrics from multiple client accounts into centralized dashboard views and summary tables. Agency leaders use roll-up reports to inspect multi-client datasets simultaneously, track total spend, monitor agency-wide campaign metrics, and compare client outcomes. Roll-up views eliminate the need to log into individual client dashboards when assessing overall operational performance or compiling portfolio summaries.
Performance Alerts
The platform includes configurable threshold alerts that monitor client marketing metrics continuously. Agency staff set custom performance thresholds for critical key performance indicators; if a metric reaches or drops below a specified target, automated alerts notify the team. This allows agency account managers to react swiftly to critical metric changes, fix emerging issues, and maintain campaign performance without manual dashboard monitoring.
Task Management
Integrated task management tools allow agency staff to create, assign, and track campaign tasks within the platform environment. Tasks can be linked directly to client accounts and integrated into client portals, providing clients with visibility into ongoing agency work, upcoming deliverable schedules, and completed optimizations alongside live performance data.
Custom Metrics and PPC Markup
Custom metrics functionality lets agencies combine data fields from multiple connected platforms into unique formulas, such as summing overall social media follower counts across separate networks. The PPC markup feature enables agencies to apply management fee calculations directly to client ad spend metrics, ensuring reported ad spend totals accurately reflect client billing structures across advertising dashboards.
SEO Tools and Rank Tracker
Built-in search engine optimization software offers rank tracking, backlink monitoring, and automated SEO site audits. Agencies track client keyword rankings, examine backlink profile changes, monitor backlink metrics, and evaluate site health. SEO data can be combined with web analytics and paid search data in single client reports to provide a full overview of search engine visibility.
Database Connectors and API
Advanced data connection capabilities include support for database integrations like Amazon Redshift, allowing agencies to import custom agency data sets and visualize them using platform widgets. The software also provides access to the AgencyAnalytics API and Model Context Protocol support, enabling custom technical integrations, specialized data workflows, and external system connectivity.
