Agency Dash Pro
A clear path from account connection to client dashboard.
Agency Dash Pro keeps the source, template, and embed steps understandable for the people who run client reporting.
First connected account is free. Paid plans are not available for purchase yet.
Three deliberate steps
Connect. Assign. Embed.
- 01
Connect a client account through a direct installation or an authorized agency-owner flow. Agency-wide bulk and future-location provisioning remain gated until separately verified.
- 02
Verify access, select a dashboard template, and choose the allowed presentation settings for that client account.
- 03
Copy the stable iframe code and place it in the client experience. The embed reads a prepared snapshot and respects the connected account's assignment.
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.