We’ve redesigned AgencyAnalytics to better reflect how your agency works with clients—making 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 isn’t just a visual update—it’s a more intuitive experience tailored to how agencies work.

Discover how the redesigned layout streamlines navigation, speeds up onboarding, and helps your team manage campaigns and analyze performance more efficiently.

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.

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.

→July 15, 2025: The New Navigation will be available for all users to switch on from their profile drop-down.

→August 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.

→September 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.

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. (Don’t worry…the client-side updates are minimal and won’t disrupt their experience.)

To support the transition to AgencyAnalytics’ redesigned navigation, we’ve created this Agency Guide to the New Client Portal Experience to help you prepare any clients with login access for the upcoming changes.

A: We’ve reimagined the structure of the platform to better match your day-to-day workflows—making it:

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.

A: If you’re an account Admin, you have two options. From your profile drop-down at the top right…

This will switch only you over to the new navigation. All Admins and Staff users will have this option available.

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).

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.

*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.

A: These features have all moved into Data Analysis, which you’ll 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.

A: These crucial yet not day-to-day features have all moved into your profile drop-down at the top right.

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.

A: Don’t 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 agency’s branding on your account’s main navigation, rather than switching between Clients’ branding.

A: Currently, it’s not possible to create a new Client Template within the new navigation—you will be redirected back to the old navigation to perform this task.

From Templates (left side menu) → Clients, you’ll 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.

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