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. 

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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. 

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You can get more info in the Help Center, under Client Tags.