Changelog
Follow up on the latest improvements and updates.
RSS
You can now zoom in and out while editing reports in the canvas – making it easier to fine-tune small details.
How to zoom:
- Use new zoom buttons in the bottom-left corner of the canvas
- Mouse wheel scroll + modifier key (Ctrl on Windows, Cmd on Mac)
- Trackpad pinch
AgencyAnalytics has been redesigned to better reflect how your agency works with clients—making it easier to navigate, discover features, and streamline daily tasks. With a smarter layout and more streamlined workflows, your team can onboard faster, work more efficiently, and scale with confidence.
- Work Smarter, Not Harder:Move through the platform with ease thanks to navigation that reflects how marketing agencies actually operate—making tasks faster and more intuitive.
- Onboard Teams with Confidence:Improved usability and clearer organization mean new team members can hit the ground running, reducing ramp-up time and training effort.
- Find What You Need, When You Need It:Enhanced discoverability helps you uncover powerful features and tools without the guesswork—boosting productivity across your team.
This update lays the foundation for adding even more features and functionality to support every aspect of your agency operations!
In addition to recurring goals, you can now create one-time goals with custom start and end dates – ideal for time-bound campaigns or projects.
To learn more about creating goals in AgencyAnalytics, click here.
Data Aggregation has a new name →
Roll-up Table
.Why? Because the new name better reflects its value of helping you view a roll-up of the performance across all your clients. It’s not just a way to aggregate data… it’s how you stay on top of trends, monitor client health, and prioritize your time across your entire portfolio.
No more jumping between dashboards or exporting data to spreadsheets. This feature—available on the latest Agency and Agency Pro plans—helps you spot issues faster and focus your efforts where they’ll have the most impact.
- View high-level performance across all clients instantly
- Skip the spreadsheets—live metrics, no formulas required
- Spot issues early and focus your time on the right clients
The Roll-up Table also sets the stage for what’s next—Roll-up Reporting & Dashboards, a more visual way to monitor roll-up metrics across multiple clients in your reports and dashboards.
Track key metrics across all your clients in one simple view with the Roll-up Table. Same powerful data, now with clearer naming…and even more functionality on the way!
To get started:
Click the new Roll-up Metrics button at the top right of your client List View and select the key metrics to add to your Roll-up Table. 
Click
here
to learn more about monitoring the performance of all your agency’s clients in one place.
improved
Billing Redesign
We’ve rolled out a new billing experience to make it easier for you to explore, compare, and manage plans – right inside AgencyAnalytics.
Introducing the new Calendar View for Task Management…a quick and easy way for you and your team to manage deadlines and visualize your upcoming work.
Stay on top of every task across every client with filters in your List View, the Kanban View, and now the Calendar View—no spreadsheets or tool-switching required.
Click
here
to learn more about leveraging Task Management to connect all of your team’s deliverables to the results your clients care about.
improved
Manually Refresh AI Summary Widgets
You can now refresh your AI Summaries – eliminating the need to re-add widgets when your data changes.
To refresh the summary: select an existing widget, click edit, then click “Refresh AI Summary”
Note: This feature is only available for widgets created after this release. If you’re using an older AI Summary widget, simply remove and re-add it once to enable the new refresh button.
Access to the Google Sheets App extension—which can be installed here from Google Workspace Marketplace—is now available on all plan levels.
This extension lets you pull data directly from AgencyAnalytics into Google Sheets so you can analyze, blend, and display your data as needed.
Click
here
to learn more about using the Google Sheets app extension to get the deep data insights your agency needs.
Does your agency have clients organized into groups? Now you can quickly
ungroup
them in your List View with just a click. This option makes it easier to monitor every client at a glance for performance issues and opportunities. For an ungrouped, flat view of all your agency's clients:
- Click the ellipsis in the top right corner of the client table
- Click Show Groups to turn off visual grouping
You'll now see dotted lines indicating page breaks when building reports and dashboards — making it much easier to format and preview content before downloading as a PDF.
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