Scaling with AgencyAnalytics
AgencyAnalytics is built to help agencies set up Clients quickly and repeat that process at scale. Following these 5 steps in order gives you a repeatable system for onboarding new Clients, connecting their data, and automatically delivering reports to their hands.
Create Clients to track each website or account
Connect integrations to pull in Client data
Build dashboards to view that data
Turn dashboards into reports to share with Clients
Set recurring report schedules so reporting runs itself
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Step 1: Create Clients
Creating Clients is the first step in setting up AgencyAnalytics. A Client refers to a single website or URL for which you're tracking metrics. Clients act as the central location for each Client's dashboards and reports.
Learn how by reading Create and Manage Clients.
Step 2: Connect Integrations
After you've created a Client, the next step is connecting that Client's integrations. AgencyAnalytics supports over 85 platforms, letting you bring Client data into the platform instantly.
Step 1: Open the Client you created and go to the integrations menu.
Step 2: Connect the platforms that hold the Client's data.
Learn more by reading Account-level Data Sources Overview.
You can also preview what data is available from each platform before connecting a real account. Learn how by reading Enable Demo Data.
Step 3: Create Dashboards
Once a Client's integrations are connected, you can build custom dashboards to view that data. AgencyAnalytics offers several ways to start a dashboard.
Create from blank: build a dashboard from scratch. Learn how by reading Create and Manage Dashboards
Use a Smart Section to automatically build a dashboard based on the Client's connected integrations.
Start from a template: bring in data from a pre-built AgencyAnalytics template or one you've created yourself. Learn how by reading Dashboard Templates
Clone an existing dashboard: copy a dashboard's design from another Client directly into this one. Learn how by reading Create and Manage Dashboards
Step 4: Create Reports
Dashboards are great for viewing dynamic data, but if you want to send that data directly to a Client, you'll want to turn it into a report. You can add a dashboard to a report as a section page.
Learn how by reading Add Any Dashboard to a Report.
Once you add a dashboard to a report as a section page, that report page is separate from the original dashboard. Changes made in the report won't affect the dashboard, and changes made in the dashboard won't affect the report. This is why dashboards and reports work as two different tools: dashboards show dynamic data on the fly, while reports are built for sharing data with a Client once a reporting cycle is complete.
Step 5: Set Report Schedules
Once a report is set up the way you want, you can create a recurring schedule so AgencyAnalytics sends it automatically. The platform formats the report based on the selected date range and sends it to the recipients you enter.
After you've set up a schedule, you can view recipient activity to track whether a Client is opening and viewing their reports. Learn how by reading View Report Logs.
Use Templates to Save Time
Templates let you plan and design Clients, dashboards, and reports once, then reuse that design across multiple Clients. There are three template types in AgencyAnalytics.
Section templates: used for dashboard sections, great for importing multiple dashboards into a Client at once. Learn more by reading Dashboard Templates
Report templates: apply an entire pre-built report to a Client immediately. Learn more by reading Create a Report Template
Client templates: combine section and report templates into a single file so that creating a new Client automatically includes its dashboards and reports. Learn more by reading Create and Manage Client Templates
Before giving Client users access to their dashboards and reports, white label your account. Learn how by reading White Label Overview. You can also set up a custom domain by reading Set Up a White Label URL, Custom Domain, or Subdomain, and customize the email address that reports are sent from by reading Customize Report Emails.
What to Check Out Next
Start creating your first Client by reading Create and Manage Clients
Connect your Client's data sources by reading the Account-level Data Sources Overview
Build your first dashboard by reading Create and Manage Dashboards
Set up recurring reporting by reading View Report Logs
Brand your account for Clients by reading White Label Overview
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