AgencyAnalytics

Check out the Apps page to see what exciting optional features are available for your account.

AgencyAnalytics Apps

Learn how to create and manage tasks at the Client and account level.

Create and manage Tasks with the Tasks App

Create, edit, or complete tasks from any Client, or create tasks at the account level, not connected to a Client.

Managing Agency Tasks

This article covers how to update your company details, change your account's default language, and transfer the account Admin role to a new person.

Update Company and Account Information

Customize your Home page view (List or Tile) with key metrics, plus update your user profile: display name, email, password, photo, and support chat settings

Customize Your Home Page and Profile

Manage user accounts and permissions to control who can access your AgencyAnalytics environment and what they can do.

Create and Manage Users

Turn on notifications for disconnected integrations, internal comments, tasks, KPIs, and more.

Set Up Notifications

Learn how to find and download your exports, export dashboard or ranking data, and transfer a Client between AgencyAnalytics accounts.

Manage Exports and Transfer Clients

Stay logged in for 30 days and access AgencyAnalytics with one click by downloading the desktop app.

Download the Desktop App

AgencyAnalytics lets you add your agency's margin percentage to each paid ads integration, so you can show the total cost in a report while keeping your base cost private.

Configure Agency Markup

Warehousing data from your integrations creates more robust reporting for your clients.

Data warehousing

This article covers setting up the white labeled mobile app on your home screen and designing mobile-optimized dashboards that Clients can view on their phones.

Set Up the Mobile App and Configure Mobile Dashboards

Toggle to "Mobile" view to design a mobile-optimized version of each Client dashboard.

Configure mobile dashboard designs

The Activity area logs the actions of you and your team within each Client.

Activity Overview

Import historical rankings data from a 3rd party tool, or another AgencyAnalytics account or Client.

Import data

Overview of our linked accounts feature, which lets you purchase multiple accounts at full price, and manage them in a unified portal.

Linked Accounts Overview

Add multiple pages or accounts to a single Client with some of your favorite integrations!

Understanding Accounts Per Integration

Available for purchase on all plans, database connectors enable you to integrate custom data sets into your client reporting.

Understanding the Database Connector add-on

Here's how to customize our Lead Gen template to fit your needs, then send it to prospective clients to win new business for your agency.

Webinar: Create a Lead Generation Report

This article covers simple steps to fix the most common browser and cookie issues in AgencyAnalytics, from a quick reset to clearing your cache.

Troubleshoot Common Issues in AgencyAnalytics

Admins can connect their preferred client support messaging tool via the Settings > General area of their account

Connect a client messaging platform

From settings you can end user sessions and log out from any instances that should no longer be active.

Manage User Sessions

Where to find important data, use the code builder, and more!

Using the AgencyAnalytics API

Use our API to create a versatile custom login page on your own website

Create your own custom login page

Enforce security protocols with multi-factor authentication to keep client data secure

Multi-Factor Authentication

Use bulk actions to quickly update, edit, or delete reports or dashboard sections across Clients.

Bulk Actions

John Sexon

AgencyAnalytics Team

Bethany Hibbert

Learn how to manage billing, users, data, and more

Account & Setup

Share invoices and subscription emails with multiple contacts by adding additional invoice recipients.

Add Additional Invoice Recipients

Upgrade to a different membership interval, add or remove add-ons, change your payment method, and more.

Billing and Subscriptions

Accessing billing information and invoices in AgencyAnalytics often depends on your user role and permissions. This article provides a comprehensive guide to help you navigate billing access, retrieve invoices, and…

Managing Billing Information and Invoices

Cancel your subscription with just a couple of clicks. We'll miss you!

Cancel Your Subscription

Learn how to purchase a new subscription, or manage the billing for your current subscription.

Billing

Our Model Context Protocol (MCP) lets you bring your client data directly into AI chat tools, so you can ask questions and get insights without switching tabs.

Connect the AgencyAnalytics Model Context Protocol (MCP)

Data Management

Create a custom design with text, images, and links

Product Roadmap

Product Updates

System Status

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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