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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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”

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.

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Does your agency have clients organized into groups? Now you can quickly 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:

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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.

We’ve evolved dashboard editing to match how you already build reports in AgencyAnalytics. This unified editing means a smoother, more efficient editing experience for your entire team, including the following benefits:

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We recently removed Instagram follower metrics due to API access limitations. But we heard your feedback loud and clear, which is why we've been working behind the scenes to find a solution.

Starting today, you can for most Instagram Business accounts. This includes the following metrics:

Thank you to everyone who spoke up about these metrics so that we could find a solution.