Roll-up Reports & Dashboards are here!

Now you can

deliver the big-picture view your clients and agency need

with Roll-up Reports and Dashboards.

Use this feature to combine performance data from multiple clients into single, customizable widgets. Whether you’re rolling up metrics across franchise locations, comparing performance by region, or building an agency-wide report, you can structure reporting to match how your clients operate. Unlock portfolio-level insights without spreadsheets, workarounds, or manual effort.

Aggregate data effortlessly:
Combine time-based metrics across multiple clients, brands, or locations instantly…and with real-time updates.
Unlock agency-wide insights:
Benchmark the metrics your agency delivers, spot trends across similar clients, and monitor overall performance across your portfolio.
Compare clients side-by-side:
See how different clients are performing against each other. Spot trends and outliers across regions, industries, and more in a single dashboard.

Click

here

to learn more about leveraging the new Roll-up Reports and Dashboards feature to support your agency’s reporting needs