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.