You all know and love client tags, which are a Marin tool that’s similar to Dimensions and can be used to segment your accounts in a variety of useful and interesting ways.
Now you can use this functionality to roll up and group any client accounts in your profile based on the tags you’ve created. It’s like having in-app pivot table functionality. For example, if you want to group Marin client accounts by Reporting Groups, Regions, or Account Manager, consider applying a related Client Tag. Then choose Segment in your Client tab viewbuilder to roll up your Client data by a Client Tag like Region.
You can get more info in the Help Center, under Client Tags.