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Reporting

Turning raw feedback into powerful intelligence​

Transform raw data into clear, actionable reports with LIFT’s intuitive reporting tool. Analyze client and team health metrics and signals over time across multiple dimensions such as markets, industries, and client profiles. Save time and uncover powerful insights.​

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Slice ’n’ dice for
custom reports​

Use LIFT’s intuitive filters to generate customized reports. Analyze relationship health across clients, industries, markets, teams, or specific segments to uncover trends, identify risks, and spot opportunities.​

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Create tags for
stronger insights​

Get more powerful insights and reports with tags, enabling you to segment data for a deeper understanding of your relationships and business. Set up custom tag categories and apply tags for areas like service deliverables, client types, key account tiers, and more to refine your analysis.​

Track key metrics
over time​

Gain a comprehensive view of performance with clear, intuitive trend visualizations. Effortlessly track health scores or response rates over time, with the flexibility to analyze data across any time period you choose, helping you easily identify trends and patterns.​

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Uncover trends in client and team perception​

See how key relationship factors evolve over time and gain deep insight into how clients and teams perceive your company. With LIFT reporting, you can easily identify trends, shifts in perception, and areas that need attention.​

Export insights easily​

Take your insights beyond LIFT with flexible export options. Download key data visualizations as PNG files for seamless inclusion in own presentations, or export EXCEL data to create custom analyses and visualizations that fit your needs.​

Frequently asked​
questions​

  • Yes—easily. LIFT lets you track trends across client and team health, LIFT Score, and individual relationship drivers over any time period. You can also segment your data by client, industry, market or any custom tags to get a precise view of how performance is evolving.

  • Yes. In LIFT’s reporting tool, you can easily see score trends and and comments per driver.

  • Absolutely. LIFT makes it easy to move from top-level metrics to specific surveys results and comments - this is key advantage of operating with non-anonymized feedback. 

  • LIFT gives you a comprehensive view of your client relationships across every dimension that matters— clients, teams, markets, offices, and industries. You can also create custom tags (like client type, service offering, or budget size) to segment your portfolio even further. This gives you deep, actionable insight into relationship health, emerging risks, and where your agency is performing strongest—or needs improvement.

  • LIFT gives you a full view of your client relationships—both across your entire portfolio and at the individual client level. You’ll see overall health metrics, predictive insights, and how each relationship is evolving over time. You can also dive into individual, non-anonymized feedback from every client participant. With flexible filters and intuitive data visualizations, you can segment insights anyway you like.

  • Absolutely! LIFT’s reporting tool makes it easy to extract meaningful insights and track how your relationship metrics evolve over time. You can slice and filter your data by client, team, market, office, client industry or any custom tag to get the exact perspective you need. Visualizations and raw data are exportable with a click—perfect for internal or external reporting 

Learn more about LIFT

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Data Harvest

Easily and systematically collect non - anonymized feedback from both clients and teams using automated surveys.

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Drivers

Use LIFT’s trusted indicators or customize your own signals and questions to gather the insights that matter most.

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Relationship metrics

Personal dashboards with intuitive scoring, real-time client insights and health predictions.

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Alerts

Get notified instantly on the relationship health triggers that matter most.

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Industry Benchmarks

Turn benchmark insights into business growth​

Join 600+ forward-thinking companies.

Get in touch to learn how LIFT can help you strengthen client relationships - and your business.

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