Getting started
Start with one connected account.
Create your client workspace, choose your organization, and use the source wizard to add an authorized HighLevel account.
- 01
Open the client workspace and complete sign-in or organization setup.
- 02
Connect an authorized HighLevel account and complete the access verification step.
- 03
Choose a dashboard template, review presentation settings, and copy the stable embed code.
- 04
Use the dashboard widget in the client experience, then return to the workspace to monitor or refresh the source.
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.
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.