Simba documentation
Agencies — Multi-Client Management and Portfolio Modeling
The Challenge
Marketing and media agencies face unique complexities in marketing measurement:
- Multiple clients with different KPIs, channels, and data structures
- Consistency pressure — clients expect comparable methodologies across their portfolios
- Scale requirements — manually building models for each client doesn’t scale
- Transparency demands — clients increasingly want to understand the methodology, not just the results
- Speed expectations — quarterly reporting cycles are too slow for clients that need to react to market trends week by week
- Competitive differentiation — agencies need to offer something beyond basic reporting
Agencies can compare current vs. optimized ROAS across all clients in a single portfolio view, identifying which clients have the most room for improvement.
Case Study: Growth Dynamics x High-End Jeweler
Growth Dynamics, an agency partner, needed to elevate their service for a high-end jeweler — a high-growth retailer with significant brick-and-mortar presence. The standard quarterly reporting cycle was not fast enough for a client that needed to react to market trends week by week.
The Challenge
The client required agile insights across both digital and physical channels to make confident, data-driven budget decisions without waiting for lagging reports from traditional agency models.
The Solution
Using Simba, Growth Dynamics brought advanced MMM capabilities in-house. They now deliver weekly, transparent model updates to their client, enabling agile budget shifts across digital and physical channels without waiting for quarterly reports.
Simba’s automated Bayesian pipeline unified data ingestion, modeling, and predictive forecasting in a single interface. The built-in validation and diagnostics ensured every weekly update was robust, reliable, and explainable — giving the client confidence to act on insights immediately.
The Outcomes
- 12x faster reporting — Reduced the reporting cycle from quarterly to weekly, enabling the client to react to market trends in days rather than months.
- Omnichannel visibility — For the first time, a single model captured both online revenue and brick-and-mortar sales across all marketing channels, replacing fragmented platform-specific reports.
- Agency differentiation — Growth Dynamics elevated their positioning from analytics vendor to strategic advisor, powered by Simba’s transparent, enterprise-grade MMM capabilities.
“SIMBA has been an excellent solution for our team, offering the flexibility to utilise sophisticated models without the burden of internal maintenance. Its ability to quickly ingest our data into a highly customisable framework has significantly reduced our technical overhead and saved valuable time. The built-in safeguards and robust support have made SIMBA a reliable, efficient tool, perfectly suited for analytics teams focused on actionable outcomes rather than infrastructure management. We consider SIMBA a strong, dependable partner in our analytics workflow.”
— Charlie de Thibault, Head of Analytics at Growth Dynamics
How Simba Helps Agencies
Manage Multiple Clients in One Platform
Simba supports agencies with multi-project environments where each client has isolated data storage. Cross-client optimizations and portfolio modeling let you compare and optimize across brands.
Consistent Methodology, Client-Specific Results
Every client model uses the same rigorous Bayesian framework, ensuring methodological consistency. But each model is independently configured with client-specific priors, channels, and data — so results reflect each client’s unique marketing dynamics.
Portfolio Modeling
For agencies managing multiple brands or multi-market clients, portfolio models provide cross-brand insights:
- Compare channel effectiveness across brands
- Identify portfolio-level optimization opportunities with halo and trademark effects
- Deliver cross-brand reporting with consistent metrics
Move from Quarterly to Weekly
With Simba’s automated pipeline, agencies can deliver weekly model refreshes to clients — as Growth Dynamics demonstrated. The Data Validator ensures each data refresh is clean, and the model fitting process takes minutes, not days.
Fully Transparent Client Trust
When clients ask “how does this work?”, you can show them. Every prior is visible, every saturation curve is interpretable, and supported results include uncertainty intervals, with the interval definition and availability stated for each output. This transparency differentiates your agency from competitors using black-box tools.
Typical Agency Workflow
- Onboard client data — Upload each client’s media and outcome data as a CSV per client project. See Data Requirements for format details.
- Validate — Run the Data Validator to check for quality issues before modeling.
- Configure per-client models — Set channel-specific priors, adstock, and saturation parameters. Use smart defaults as a starting point.
- Run measurement — Fit the model and generate incremental attribution by channel.
- Build scenarios — Create budget scenarios for client strategy sessions using the Scenario Planner.
- Optimize — Run the Budget Optimizer to find the allocation that maximizes each client’s return.
- Report — Use Simba’s contribution charts, response curves, and waterfall visualizations for client presentations.
- Refresh weekly — Update the data and refit to keep insights current.
Recommended Plans
- Enterprise — Full platform with multi-project support, team collaboration, and dedicated support.
- Managed — Full model development and strategy audits by PhD statisticians. Ideal for agencies that want expert backup.
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| *See also: Brand Marketers | Portfolio Modeling | Retail & E-Commerce* |