A More Intuitive PlatformâBuilt for the Way Agencies Work
Weâve redesigned AgencyAnalytics to better reflect how your agency works with clientsâmaking it easier to navigate, discover features, and streamline daily tasks.
Our fresh new navigation is now available for you to try, as of July 15, 2025 at noon ET. Select 'Switch to New Nav' from your profile drop-down menu to try it out!
This isnât just a visual updateâitâs a more intuitive experience tailored to how agencies work.
Sign Up for the New Navigation Webinar đŁ đ
Join us on Tuesday, July 29th at 2 pm EDT, for an exclusive walk-through of the brand-new AgencyAnalytics platform. đ â¨
Discover how the redesigned layout streamlines navigation, speeds up onboarding, and helps your team manage campaigns and analyze performance more efficiently.
Get ready to work smarter and scale with confidence!
Our experts will guide you through key features, highlight powerful new enhancements, and ensure you feel right at home from day one. We'll also help you understand exactly what your clients will experience in the new look.
If you aren't able to attend live, no problem! We'll add the webinar recording here as soon as it's ready.
The New and Improved AgencyAnalytics Navigation
Platform navigation has been revamped to be more intuitive and streamlined, so you can get where you're going faster and with ease!
In the new experience, the left and top navigation bars no longer change when you switch between pages and Clients. These options persist and, when clicked, open account-level pages where you can manage everything!
On the Dashboards, Reports, and Tasks pages, you'll see items from all Clients you have permission to view. You can use the Client selector to quickly view content for a specific Client.
We've also introduced the Client Profile, where you can jump between Dashboards, Reports, Tasks, Goals, Alerts, Integrations, and Users for any Client you choose.
Open the Client Profile by clicking the View Client Profile link next to the Client selector on an account-level page.
We've streamlined the sidebar by relocating features that aren't imperative to an agency's daily workflow. Under the profile drop-down menu in the upper right corner, you'll now find Settings, Billing, Users, and Labs.
Timeline for Switching to the New Navigation
âJuly 15, 2025: The New Navigation will be available for all users to switch on from their profile drop-down.
âAugust 12, 2025: All users will be switched over to the New Navigation automatically, but will have the option to switch back if more time is needed.
âSeptember 15, 2025: All users will be switched to the New Navigation automatically and permanently.
All Client users will also be switched over at this time. We strongly encourage you to inform your Client users about the upcoming navigation changes before this final date. See the section below for details.
The New Navigation for Your Clients
Your Account Admins will control when the new navigation is rolled out to any clients using the platform, giving you plenty of time to communicate the change. (Donât worryâŚthe client-side updates are minimal and wonât disrupt their experience.)
To support the transition to AgencyAnalyticsâ redesigned navigation, weâve created this Agency Guide to the New Client Portal Experience to help you prepare any clients with login access for the upcoming changes.
âFAQs About the New Navigation
Q: Why did you change the AgencyAnalytics navigation?
A: Weâve reimagined the structure of the platform to better match your day-to-day workflowsâmaking it:
Easier to navigate and accomplish what you need to
Faster to onboard new team members
More efficient to manage campaign data, analyze performance, and deliver value to your clients.
To start this redesign, we began by listening to you, our users. Through interviews, usage analysis, and direct feedback, we focused on understanding what makes the platform great today and where it was falling short in supporting your workflows.
This update is all about helping your agency move faster, work smarter, and scale with confidence.
Q: How do I switch to the new navigation?
A: If youâre an account Admin, you have two options. From your profile drop-down at the top rightâŚ
Select: Switch to New Nav
This will switch only you over to the new navigation. All Admins and Staff users will have this option available.
Select: Set New Nav as Default
This will switch every user over to the new navigation. This includes Client users (NOTE: we encourage you to give your Staff and Clients advanced warning before selecting this option).
Q: Did you change the names of certain features?
A: Yes! We took this opportunity to rename the following features, as it was found during our testing that these new names resonated more with users.
Integrations â Data Sources
Insights â Data Analysis
Bulk Operations â Bulk Actions
Account-level Dashboards â Roll-up Dashboards*
*Functionality of these dashboards has not changed with this name change, although expanded functionality is coming soon. This includes a powerful new way to streamline multi-client reporting and unlock agency-wide insights.
Q: Where can I find Goals, Alerts, and Custom Metrics in the new navigation?
A: These features have all moved into Data Analysis, which youâll find in the left nav menu.
Use the client picker at the top to filter data in any of these features for a specific client.
Q: Where can I find Users, Billing, Labs, and Settings?
A: These crucial yet not day-to-day features have all moved into your profile drop-down at the top right.
Q: When I open the Report page, why can't I find the tab to view scheduled or unscheduled reports?
A: You can still do this on the report page! Instead of switching between pages, click the Scheduled or Unscheduled buttons at the top right of the Reports table.
Q: When I click between Clients, why canât I see my clientsâ branding that Iâve set for them?
A: Donât worry, any previously set Client branding will still be visible to your Client users when they log into their portals.
For consistency, we made the decision to maintain your agencyâs branding on your accountâs main navigation, rather than switching between Clientsâ branding.
Q: How do I create a Client Template in the new navigation?
A: Currently, itâs not possible to create a new Client Template within the new navigationâyou will be redirected back to the old navigation to perform this task.
From Templates (left side menu) â Clients, youâll see the button: Build Client Templates in Old Nav
Following this path will enable you to create a new Client Template. When finished, select Switch to New Nav from your profile drop-down (top right) to return to the New Navigation.
đŹ Need additional help?
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