Client-ready dashboards
Turn connected account data into a clear reporting destination for your clients.
Agency Dash Pro
Automated data sync
Reporting that respects the connected CRM’s operating limits.
First connected account is free. Paid plans are not available for purchase yet.
What it changes
Automated data sync without losing account context.
Core reporting modules, historical reconciliation, and manual refreshes move through separate queues. A partial coverage label is preferable to pretending an in-progress reconciliation is complete.
- 01
Connect and verify an account.
- 02
Agency Dash Pro schedules bounded refresh work.
- 03
The embed reads the last published dashboard snapshot.
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.