Built for agency teams
Purpose-built for HighLevel client reporting.
Agency Dash Pro
Branded client dashboards, managed from one place.
Connect authorized HighLevel accounts, choose a polished dashboard template, and embed a reporting experience your clients can understand—without rebuilding reports account by account.
Built for agency teams delivering clear, branded reporting in HighLevel.
The Agency Dash Pro foundation
One polished reporting layer for every client account.
Give each sub-account a dashboard experience that feels intentional from the first login—while keeping the source, template, and delivery workflow organized for your team.
Explore the productCustom dashboard embeds
A polished reporting experience inside the client account.
Centralized source control
Connections, templates, and delivery in one workspace.
Read-only by design
Reporting access without CRM record edits.
The reporting handoff
Turn a finished CRM implementation into an ongoing client experience.
Agency Dash Pro keeps the connected account, dashboard template, visual presentation, and embed workflow in one deliberate system. Your team gets structure behind the scenes; your client gets a clean destination for the numbers that matter.
Explore the product- 01
Connect an authorized HighLevel account.
- 02
Select a dashboard template that fits the reporting goal.
- 03
Copy one stable embed into the client experience.
Designed for the people delivering the report
Bring every sub-account to life with polished dashboards and real metrics your clients can trust.
Client-ready dashboards
Turn approved account data into a clear reporting destination that clients can recognize and revisit.
Stable embeds
Copy an iframe once, then keep the destination stable as you refine the connected account's reporting presentation.
Custom, interactive dashboards
Give every client a polished, interactive reporting experience with tailored views—far beyond the limited look and functionality of HighLevel's native dashboard builder.
Managed refreshes
Use a queue-based refresh model that is designed to respect CRM operating limits and keep reporting dependable.
Source control
Keep connection health, template assignments, access decisions, and source status organized in one workspace.
Protected access
Credentials are encrypted before storage, and public embeds read prepared snapshots rather than calling HighLevel directly.
Simple for clients. Useful for your team.
One dashboard destination, without losing control of the source.
The client-facing dashboard is separate from the workspace where your team manages account connections, templates, and access. That separation keeps the embed focused while giving your agency the controls it needs.
See the workflowDashboard families
One polished reporting experience. Many ways to make it yours.
Agency reporting
Agency Dash Pro
Pipeline, appointments, revenue, and follow-up
Flexible reporting
Universal CRM
Contacts, tags, and pipeline
Questions, answered
Practical answers before you connect.
What can I embed?
Each connected HighLevel account can have one custom, client-facing embedded dashboard URL. Copy its iframe code into the HighLevel dashboard widget, and the dashboard will seamlessly display the latest published metrics in the client experience.
Does the dashboard write to HighLevel?
No. Agency Dash Pro is designed for reporting. It requests read-only CRM scopes and does not request permissions to edit contacts, opportunities, calendars, or conversations.
How often does dashboard data refresh?
Data refreshes through managed background work. The dashboard displays the most recently published reporting snapshot so client-facing pages stay responsive without making live CRM calls in the browser.
Can I remove a connected account?
Yes. Authorized source managers can permanently disconnect an account. This invalidates the associated embed and removes the connected credential, reporting snapshot, source settings, and related sync state.
What counts toward my plan?
A unique active HighLevel client account or location counts as one connected account. Each connected account includes one custom embedded dashboard URL, and that dashboard does not add a second account to your plan.
Is Agency Dash Pro part of HighLevel?
No. Agency Dash Pro is an independent application built for agencies that use HighLevel. HighLevel trademarks belong to their respective owners.
A clearer reporting handoff
Give every client a dashboard that feels like part of your service.
Connect an authorized HighLevel account, select a polished dashboard, and embed it where your clients already work.
Questions before you start? Email our monitored support team at [email protected] or call +1 (702) 353-3811.