{"id":1358,"slug":"agencyanalytics-static-reports-still-dominant","title":"AgencyAnalytics benchmark — a majority of agencies still send static reports to clients while relying on live dashboards internally; live unfinal numbers invite client misinterpretation","kind":"reference","scope":"business","status":"current","audiences":["kevin","smb-owner","candid-team"],"topics":["editorial-discipline","customer-facing-tools","dashboards"],"reference_body":"**Claim:** An AgencyAnalytics benchmark survey found a **majority of agencies still send static reports to clients while relying on live dashboards internally** — evidence that \"live and interactive\" is *not automatically the right client deliverable*, partly because live, not-yet-final numbers invite client misinterpretation.\n\n**Source:** AgencyAnalytics benchmark survey.\n\n**Confidence:** Single-source — vendor (AgencyAnalytics sells reporting tooling), but the finding cuts against vendor incentive (the vendor would prefer agencies move to live dashboards).\n\n**Why this matters for Candid:** The strongest single argument for [[rule-for-customer-facing-default-to-pdf-or-link-first]]. Even agencies — the most-likely SMB segment to deliver in-real-time analytics — still default to static reports for client delivery.","rationale_body":null,"metadata":null,"links":{"outgoing":[{"slug":"customer-facing-dashboard-three-conditions-narrow-band","title":"Customer-facing embedded dashboard earns its keep in a NARROW BAND: recurring clients + frequently-updating data-rich results + retention/differentiation lever + support deflection","kind":"reference","scope":"business","link_type":"depends-on"}],"incoming":[{"slug":"research-brief-dashboards-smb-june-2026","title":"Research brief: dashboards for SMBs — what's worth showing, and when an embedded one earns its keep (June 2026)","kind":"reference","scope":"business","link_type":"relates-to"},{"slug":"rule-for-customer-facing-default-to-pdf-or-link-first","title":"R3 — For customer-facing reporting, default to the lightest delivery first: scheduled PDF or shared reporting link; embed only when the four-condition narrow band holds","kind":"rule","scope":"business","link_type":"depends-on"}]},"created_at":"2026-06-20T18:03:12.143Z","updated_at":"2026-06-20T18:03:12.143Z"}