Frequently asked questions
Clear answers about dashboards, accounts, and data.
The answers here reflect the current product architecture and billing readiness.
Questions, 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.
Can agencies provision every location automatically?
Not currently. Direct new installs are enabled for the private pilot, while bulk and future-location provisioning are independently gated pending production smoke tests.
Can I buy a paid plan on this site?
No. The pricing model is approved, but checkout and the required billing controls are not live. Paid-plan interest routes to a free workspace instead of a fake checkout.
Ready when your next client is
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