Agency Dash Pro
CRM Defense
An optional engagement-oriented dashboard experience. Availability should be confirmed before it is sold as a standard plan feature.
First connected account is free. Paid plans are not available for purchase yet.
Template overview
For Teams using CRM Defense.
This preview uses sample data. A template is selected for an authorized connected account, can use supported presentation settings, and is then embedded into the client experience.
Key dashboard sections
Summary metrics, operational trend views, reporting tables, and account-specific drilldown experiences depend on the selected template and connected-source coverage.
Branding, responsiveness, and embeds.
Organization and location presentation choices are kept separate from curated template code. An embed URL remains stable for the connected account as the dashboard assignment changes. Desktop CRM use is the primary embed target; layouts are still designed to avoid clipped content at narrower widths.
Explore pricingQuestions, answered
Practical answers before you connect.
Does Agency Dash Pro update dashboards in real time?
No. Connected-account data is refreshed through a managed queue. Core reporting data is scheduled frequently, while some historical or provider-limited data is reconciled on a longer cadence.
What counts as an account?
One active connected HighLevel client account or location counts as one account. Reusing the same dashboard embed does not create another charge.
Can I disconnect an account?
Yes. Authorized source managers can permanently disconnect a source. This invalidates its embed and removes the encrypted credential, cached reporting data, source-specific settings, and related sync state.
Does Agency Dash Pro write to CRM records?
No CRM-record write permissions are requested. The narrow oauth.write permission is used only for an authorized company-to-location token exchange.
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.