Available with some of our plans, Data Aggregation enables users to review and compare integration metrics across Clients and view aggregated metrics for Clients with multiple accounts per integration when viewing Clients in list view.

Currently, we support data aggregation for the integrations below, including when more than one account per integration is connected.

Users will be able to review historical performance data for the metrics in their Client table for up to three years.

Using the Client table, you can display and compare data across your Clients. In instances where you have multiple accounts per integration, the data will aggregate to display the total combined count of that metric.

From the home page, switch to List view by clicking the icon with three stacked lines in the upper right.

In the list view, click the vertical sliders icon in the upper right to open the Metrics and Filters menu. Here, search for the specific metric or scroll the list of Integrations and click the relevant check boxes to add them to the Client table.

You can currently select up to 25 Metrics or Attributes to display on the table. Scroll to the right to view more of the enabled metrics. A dash will display if a Client does not have data for one of the enabled metrics.

Please note that the size of your browser window and screen will affect how many metrics can be visible at any one time.

Using the Filters tab, you can easily filter the table data to view metrics for a specific Client or by a group of Clients. Alternatively, you can filter Clients by search term using the search field in the upper right.

From the Client table, click the date range in the upper right corner. The top date range determines the active date range, while the bottom one determines which historical period you compare to.

Select a predetermined date range for each field, like the last 30 days, or choose a custom one, then click Apply.

The Client table will reload to display comparison percentages below the current metric totals.

The Health Score metric uses data pulled from Campaign Auditor to evaluate your Clients' success by analyzing connected integrations, comparing it to industry benchmarks, and identifying performance outliers.

To enable the Health Score metric, click the Metrics and Filters button in the upper right of the Home page while in the table view. Then, in the right-hand sidebar, search for and check off Health Score.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄