Agency reporting
Agency Dash Pro
Pipeline, appointments, revenue · for Agency owners
View exampleAgency Dash Pro
For agency owners
Standardize client reporting across your roster.
First connected account is free. Paid plans are not available for purchase yet.
Your reporting service
Clearer delivery for the teams doing the work.
Connect client accounts, reuse an approved dashboard starting point, and give each client a stable reporting destination. Your team sees the source, template, and embed workflow from one management portal.
- 01
Choose the connected account you are authorized to manage.
- 02
Apply the dashboard template that fits the reporting goal.
- 03
Embed the resulting dashboard in the client experience.
Dashboard examples
Real product previews. Sample data.
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.