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).

You can now specify title font sizes in your reports and dashboards for a more custom and polished look.

Simpli.fi Roll-up Metrics have been added to the Roll-up Table. Now you can track your live Simpli.fi data alongside other key metrics across all your clients—in one simple view.

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.

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The Accounts per Integration feature is growing again! Now certain plans can add multiple accounts for the following data sources to any Client:

Toggle between your Clients' multiple accounts in each integration dashboard. Switch between accounts in your widgets within Custom Dashboards and Reports. And create Custom Metrics that combine data from multiple Client accounts.

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You can now zoom in and out while editing reports in the canvas – making it easier to fine-tune small details.

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.

This update lays the foundation for adding even more features and functionality to support every aspect of your agency operations!

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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 → .

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.

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!

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.

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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.

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