Client-ready dashboards
Turn connected account data into a clear reporting destination for your clients.
Agency Dash Pro
Account & source management
Keep sources, assignments, and access decisions organized.
First connected account is free. Paid plans are not available for purchase yet.
What it changes
Account & source management without losing account context.
The client workspace supports multiple connected accounts within a plan limit. Sources are organization-scoped; dashboard assignments belong to the connected HighLevel location, not an individual portal user.
- 01
Open the account-source workspace.
- 02
Verify a connection and assign its dashboard.
- 03
Review status or permanently disconnect an account when needed.
Built into the workflow
Useful controls, grounded in the product.
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.
Dashboard examples
Real product previews. Sample data.
Agency reporting
Agency Dash Pro
Pipeline, appointments, revenue · for Agency owners
View example
CRM 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.