AgencyAnalytics benchmark — a majority of agencies still send static reports to clients while relying on live dashboards internally; live unfinal numbers invite client misinterpretation

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.

Source: AgencyAnalytics benchmark survey.

Confidence: Single-source — vendor (AgencyAnalytics sells reporting tooling), but the finding cuts against vendor incentive (the vendor would prefer agencies move to live dashboards).

Why this matters for Candid: The strongest single argument for 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. Even agencies — the most-likely SMB segment to deliver in-real-time analytics — still default to static reports for client delivery.