Roll-up Reporting for Agencies and Marketing Groups


“Roll-up reports” pull results data from agency multiple sub-accounts which can be displayed onscreen or the data pulled into email reports for onward client transmission.

These reports make it easier to build out top-level reports for marketing agencies, senior living providers, franchises, and other multi-brand and multi-tenant businesses.  No more data import/export, spreadsheets or cut and paste.  The marketing impact for all your accounts can be reported in a click.

Roll-up Report Examples

Which new roll-up reports are available?

We have MANY new report widgets, but here are a few example reports and what you can do with them:

  • Usage summary: to make it easy to check contacts or call tracking usage on sub-accounts
  • Calendar campaign emails: to compare email newsletter performance between multiple sub-accounts
  • Workflow campaign performance rates: to compare drip campaigns between accounts. Very handy if you deploy similar drip campaigns for multiple client accounts.
  • Goal performance: for high-level performance comparison
  • Revenue performance: for high-level revenue comparison
  • Appointments booked: which sub-accounts are taking the most meetings
  • Form submits: which sub-accounts are getting forms filled
  • MQLs generated: which sub-accounts are generating the most leads

This makes it easy for agencies to boast about lead generation with up-to-date, actual client numbers. It’s easy for agencies to show off how many leads they generate for their clients in the last 30 days, last year, or other time range.

Another reason to choose ActiveDEMAND for managing multiple clients

ActiveDEMAND is already ahead of the pack for managing the marketing needs for multiple clients. With ActiveDEMAND, you can:

  • Quickly access sub-accounts from your master account
  • Build complete account templates that you can use to quickly clone and onboard new clients
  • Clone campaign and other assets between sub-accounts
  • Manage messaging centrally for many different sub-brands

This makes ActiveDEMAND a better solution for marketing agencies, senior living providers, franchises, and other multi-tenant businesses. It helps reduce labour and increase profits when managing multiple sub-accounts. With roll-up reports, ActiveDEMAND’s multi-tenant advantage is even greater.

If you have any questions about reports for agencies and multi-tenant accounts or would like to find out more about ActiveDEMAND's marketing automation platform, just schedule a call with us

ActiveDEMAND has amazing integration with CRM platforms!

ActiveDEMAND agency marketing software integrates seamlessly with 

By integrating ActiveDEMAND with your CRM application you'll instantly improve your sales process. ActiveDEMAND delivers leads in real-time to your CRM. More than just adding contacts to your CRM, ActiveDEMAND transfers historical information to help sales teams make better decisions.
Try it for free today!

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