The big picture: If you completed the Agency Tech Assessment, the analytics dashboard turns your answers into actionable insights about your agency’s technology.
Why it matters: The analytics section helps agencies see what they’re doing well, where gaps exist, and how they compare to peers.
Log in to the Agency Tech Assessment
Go to the Analytics Dashboard (it’s clickable even though it appears grey)
Explore multiple tabs with insights about your tech stack
Your tools are grouped into three levels:
Baseline
Core systems that most agencies should have.
Better
Tools that improve workflow and efficiency.
Beyond
Advanced solutions that drive optimization.
Quick insight:
Green = highly rated by your agency
Yellow = average
Red = low satisfaction (a signal to review)
The dashboard shows how peers are using technology.
Example:
Only 39% of agencies report using a CRM
If your agency struggles with pipeline management or communication, that may be a gap worth exploring.
You can also see:
Which vendors agencies use most
Average ratings
Average cost per employee
You can refine results by:
Revenue size
Number of employees
Lines of business
Management system
Location
Bottom line: You can benchmark against agencies that look like yours.
The analytics section also shows trends in:
Cybersecurity practices
MFA adoption
Password management policies
AI usage in agencies
How agencies are actually using AI tools
A reality check on adoption versus hype
Another tab highlights common integrations between systems.
Example:
If your e-signature tool doesn’t integrate with your management system, you can see:
Which tools do other agencies integrate
Which solutions work best with your platform
The Agency Tech Assessment is not just a survey. It is a living benchmark tool you should update whenever your technology changes.
Best practice:
Update annually
Revisit after major tech changes
Agencies that complete the Tech Assessment can schedule a consulting review with the Catalyit team to:
Identify quick wins
Explore better integrations
Evaluate new technology options
The goal: Turn your tech stack into a strategic advantage.