Portal account information
Authentication and organization data needed to operate the workspace.
Data usage
Understand what the dashboard service processes.
Agency Dash Pro processes only the information needed to operate the workspace, connect authorized accounts, and create dashboard reporting.
Connected-account metadata
Authorized HighLevel location and source configuration needed to link a dashboard.
Reporting categories
Contacts, opportunities, calendars, appointment events, conversations, messages, users, and location tags may be read within approved scopes.
Dashboard aggregates
Prepared reporting data is retained for active sources so embeds can render without direct CRM calls.
Recent encrypted drilldowns
Recent capped detail fields, pagination state, and source cursors are encrypted; older history contains bounded daily aggregates.
What is not permanently stored
The application does not retain full contact profiles, phone numbers, email addresses, conversation bodies, recordings, or message attachments as normal dashboard storage.
Retention and deletion.
Scheduled jobs are retained for one day; manual jobs for 30 days; hourly API-usage records for 90 days; global dashboard activity hours for 180 days; processed webhook receipts for 90 days; and audit logs for 180 days. Current snapshots and active encrypted credentials remain until the connected account is removed.
To disconnect a source, use the guarded deletion action in the authorized client workspace. A legal data-request contact must be activated before public launch; it is intentionally not published until it is monitored.
Ready when your next client is
Give reporting a clear, repeatable home.
Start with one connected account, explore the templates, or tell us how you deliver client reporting today.