Client-ready dashboards
Turn connected account data into a clear reporting destination for your clients.
Agency Dash Pro
A complete reporting workflow for connected client accounts.
Connect and verify an account, assign a template, customize the presentation, then copy a stable embed into the client experience.
First connected account is free. Paid plans are not available for purchase yet.
Three product surfaces
One workflow, clear responsibilities.
The agency management portal manages the platform. The client workspace manages connected accounts, templates, and embeds. The client-facing dashboard is a separate iframe that reads a prepared reporting snapshot.
- 01
Connect and verify an account source.
- 02
Assign a dashboard template and presentation settings.
- 03
Copy the stable dashboard embed.
- 04
Refresh, manage, or disconnect the source when needed.
The lifecycle
Purpose-built around the handoff to your client.
Branded embeds
Copy one stable embed into the client experience and keep the presentation on brand.
Managed refreshes
Use a queued refresh model that protects connected accounts from unnecessary API pressure.
Account-source management
See connected accounts, assignment health, access checks, and source status in one workspace.
Reusable templates
Start from curated templates, then use organization or location-level presentation choices.
Disconnect and deletion
Remove a source through a guarded flow that invalidates its embed and clears associated source data.
Dashboard examples
Real product previews. Sample data.
Agency reporting
Agency Dash Pro
Pipeline, appointments, revenue · for Agency owners
View exampleCRM operations
Alpha CRM
Contacts, appointments, support · for CRM teams
View example
Sales operations
10X CRM
Pipeline and appointments · for Sales teams
View example
Recruiting
Recruiting Dashboard
Applicants, interviews, sources · for Recruiting teams
View example
Flexible reporting
Universal CRM
Contacts, tags, pipeline · for Consultants
View example
Engagement
CRM Defense
Activity and progress · for Teams using CRM Defense
View exampleQuestions, 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.