How SegMetrics Complements Agency Analytics

Agency Analytics does a great job of what it's built for — pulling together polished, automated reports across SEO site ranking, PPC and social, and backlinks monitoring, so you can hand clients something professional without spending hours in spreadsheets.

But there's a question Agency Analytics isn't built to answer: which of that marketing activity is actually making your clients money?

Marketing attribution is where SegMetrics thrives and can be used to add a whole other level of tracking for your agency clients. In this article, we'll cover where the two platforms overlap, where SegMetrics picks up where Agency Analytics leaves off, how to connect your data, and how to get a revenue-focused dashboard live in your account today.

Watch this video for the full rundown of how SegMetrics compliments Agency Analytics:

Key differences between Agency Analytics and SegMetrics

Agency Analytics is best when you need a single dashboard that summarizes metrics from multiple marketing channels for client reporting.

SegMetrics is best when you need to understand which marketing actually drives revenue — with contact-level attribution, funnel analysis, and lifetime value tracking.

Step-by-step SegMetrics Integration

1. Install the SegMetrics tracking pixel

Add the SegMetrics tracking pixel to your website. This is the essential first step — the pixel captures visitor data and page views.

• WordPress: Install the SegMetrics WordPress plugin (see this help article)
• Shopify: Add the pixel via your theme's header code (see this help article)
• Other platforms: Add the pixel code to your site's global header (see this help article)
• See the Tracking Pixel section of the docs for platform-specific installation guides.

2. Connect your integrations

Connect the tools Agency Analytics is pulling data from, plus your payment processor and CRM:

• CRM or ESP (ActiveCampaign, HubSpot, etc.)
• Payment processor (Stripe, PayPal, etc.)
• Ad platforms (Google Ads, Meta Ads, etc.)
• Other tools (Shopify, WooCommerce, etc.)

3. Build attribution-powered dashboards

SegMetrics dashboards show attributed revenue, not just platform-reported metrics. Build dashboards that answer questions Agency Analytics could not:

• Which ad actually drove revenue (not just clicks)?
• What is the true ROAS when you track revenue through your payment processor?
• Which email sequences convert the most leads to buyers?

Watch the video below to learn how to get a revenue attribution dashboard up and running in no time:

Frequently asked questions

Q: Does SegMetrics replace Agency Analytics?

A: No, SegMetrics is a great tool for agencies to use in addition to Agency Analytics. If you primarily need is SEO ranking and backlinks monitoring, Agency Analytics is still very useful. If you need revenue attribution, funnel analytics, and LTV tracking, SegMetrics is the best tool to use in tandem with Agency Analytics. Many agencies use both.

Q: Can I create client-facing dashboards in SegMetrics?

A: Yes. SegMetrics supports agency accounts with client-specific dashboards and sharing features. You can create dashboard templates and apply them across client accounts.

Q: Does SegMetrics pull the same metrics as Agency Analytics?

A: SegMetrics pulls different data because it serves a different purpose. While Agency Analytics shows metrics like impressions, clicks, and engagement across channels, SegMetrics focuses on connecting those metrics to actual revenue and customer behavior.

Full Video Transcription:

If your agency runs on AgencyAnalytics, this video isn't about switching platforms.

AgencyAnalytics does a great job of what it's built for, pulling together polished automated reports across SEO site ranking, PPC and social, and backlink monitoring, so you can hand clients something professional without spending hours in spreadsheets. But there's a question AgencyAnalytics isn't built to answer.

Which of that marketing activity is actually making your clients money? Marketing attribution is where SegMetrics thrives, and it can be used to add a whole other level of tracking for your agency clients. In this video, we'll cover where the two platforms overlap, where SegMetrics picks up where AgencyAnalytics leaves off, how to connect your data, and how to get a revenue-focused dashboard live in your account today. So let's get into it.

Let's start with the similarities, because it's worth knowing you're not duplicating work. Both platforms support multi-client account management, so you can manage and report on every client from one login without data bleeding between accounts.

Both let you apply your own branding, so clients see your agency's look and feel instead of a generic tool. Both connect to the core channels you're already reporting on: Google Ads, Facebook Ads, CRM, and payment platform data. And both let you build custom dashboards instead of forcing clients into a one-size-fits-all report.

Both even offer a fourteen-day free trial, though on SegMetrics, that trial comes with a complimentary training call and attribution audit.

Where they split is in what the data is actually telling you.

First, client reporting versus revenue attribution. AgencyAnalytics is purpose-built for client reporting — great for tracking site ranking, backlink monitoring, and social performance reports using pre-built templates, so your team isn't manually pulling metrics every month.

SegMetrics is built around revenue attribution and full-funnel analytics. It tracks what happens after the click, tying every lead and every dollar back to an actual person, so you can show clients not just what happened, but what those marketing efforts are worth.

Second, channel metrics versus contact-level metrics. AgencyAnalytics reports at the channel and campaign level — impressions, clicks, rankings, and engagement. SegMetrics not only tracks impressions and clicks, but adds another layer of attribution at the contact level across a customer's entire lifetime. So instead of "this campaign got clicks" (which SegMetrics also does), you can show "this campaign brought in customers worth this much, over this long." Plus, you can see the entire customer journey for each and every customer.

Third, email engagement versus email funnel tracking. AgencyAnalytics reports on email opens and clicks, useful for measuring campaign engagement. SegMetrics does all of that, but goes further and tracks leads through full nurture sequences, even if they convert months after their first touchpoint — something open and click reporting alone can't show you.

Fourth, limited lifetime value versus lifetime value as a core feature. AgencyAnalytics doesn't have meaningful lifetime value tracking built in. SegMetrics, on the other hand, treats lifetime value as a core feature, broken down by source, tags, lists, and pipeline stages from your email tool. So you can see which channels and campaigns bring in customers who are actually worth the most over time, not just the ones with the most clicks.

And fifth, no subscription analytics versus full MRR tracking. If your clients run subscription or membership businesses, AgencyAnalytics doesn't have a way to track that. SegMetrics tracks MRR, churn, trial-to-paid conversion, and subscriber LTV, giving you a full picture of subscription business health, segmented however you need.

One area worth calling out: if your agency's core deliverable is site rank tracking, backlink monitoring, and site audits, that's a strength of AgencyAnalytics that SegMetrics doesn't try to replace. SegMetrics is built to complement that work with accurate channel and lifetime value attribution, not compete with it. And the good news is you don't have to choose one or the other, and you don't have to touch your AgencyAnalytics setup at all. SegMetrics runs alongside it, pulling in the data AgencyAnalytics doesn't track.

Now let's jump into the setup. The good news here is that SegMetrics doesn't require you to rip anything out. You keep running your CRM and payment tools exactly as you are — SegMetrics connects to them and pulls the data in.

Here's what the connection looks like.

First, connect your CRM. SegMetrics natively integrates with the major marketing CRMs, including Kit, ClickFunnels, HighLevel, Klaviyo, Keap, Drip, HubSpot, Ontraport, and others. Your CRM is the backbone. Once connected, SegMetrics imports your full contact history — not just new contacts going forward, but historical data too. This means on day one, you already have data to work with.

Next, connect your payment platform. SegMetrics connects to wherever your revenue actually lives, whether that's Stripe, Spiffy, ClickFunnels, Shopify, WooCommerce, ThriveCart, SamCart, and many others. Once your payment platform is connected, SegMetrics maps each transaction back to the contact in your CRM. That's the bridge that makes revenue reporting possible.

Next, connect your ad platform. SegMetrics integrates with all the major ad channels to pull in spend data, from Meta Ads to Google Ads, ChatGPT Ads, YouTube Ads, TikTok Ads, LinkedIn Ads, Bing Ads, Snapchat Ads, Reddit Ads, and Quora Ads. With ad spend connected, SegMetrics can calculate true return on ad spend and cost per acquisition — not just cost per click, but cost per actual revenue dollar attributed through your full funnel. No need to rebuild campaigns or change your tagging conventions.

Next, install the tracking pixel. To start tracking clicks and attribution, you'll need to install the SegMetrics tracking pixel on all of your pages. This is a lightweight snippet — typically one install, on your site header or through your funnel builder — and it's what ties your ad clicks to the contacts in your CRM. Once the SegMetrics tracking pixel is in place, click tracking and UTM capture start following automatically, alongside your CRM and payment data.

Now let's make SegMetrics useful right away. If you're used to AgencyAnalytics' automated dashboard templates, you'll want something in SegMetrics that gives you that same "here's what's happening" snapshot, but with revenue and attribution attached.

We recommend starting with two dashboards. The Ads dashboard shows you which of your paid ads aren't just producing leads, but producing customers worth the most over time. It's the direct answer to "which of my paid marketing channels are actually working" — a question client reports typically can't answer on their own from AgencyAnalytics.

Second, the Call and Webinar dashboard. If any of your clients need more in-depth metrics on their call funnels or webinar performance, we have dashboards for both of these.

To install one of these dashboard templates, click the Dashboards tab on the left and start a new dashboard. Find the Ads dashboard template and click Use Template — that's it. SegMetrics will populate it with your actual data automatically.

But that's not all. SegMetrics offers a number of pre-built dashboards for top-of-funnel and middle-of-funnel attribution, cohort reporting, lifetime value dashboards, and much more. All of these can be installed as ready-made dashboard templates in your account, so you're not building from scratch. Connect your data, apply the template, and you'll have something client-ready within the hour.

To sum it all up: AgencyAnalytics is still a great tool for the reporting it's built for. SegMetrics isn't here to replace that — it's here to answer the question that sits underneath all of it: which marketing is actually driving revenue, and how much is each of your clients' best customers really worth?

Just connect your CRM, your payment platform, and your ad accounts, install your tracking pixel, and you'll have a working revenue dashboard up and running before you know it.

If you have any questions about your specific setup, our team is here to walk you through it. There's a link in the description to book an onboarding call.

We also have a full documentation library at docs.segmetrics.io.

Thanks for watching, and we'll see you soon.